David S and Marlene R Sheena
David S and Marlene R Sheena is a private foundation, based in Brookline, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 2 grants totaling $22K. Net investment income was $1.1M.
David S and Marlene R Sheena at a glance
In short: David S and Marlene R Sheena gave $22K across 2 grants in 2024 (avg $11K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $21,830
- Grants made (2024)
- 2
- Average grant
- $10,915
- Median grant
- $10,915
- Total assets
- $1,390,786
- +266334.1% vs 2023
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who David S and Marlene R Sheena funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Beth Abraham- Sephardic Congregation of New England ($20K). Together the top 2 received $22K.
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How David S and Marlene R Sheena gives
- In 2024 it paid out 85% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2024 it made 2 grants totaling $22K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Beth Abraham- Sephardic Congregation of New England Brokline, MA | General Purpose | $20,000 |
| Reconstructionist Sinagogue West Roxbury, MA | General Purpose | $1,830 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,390,786 | $1,325,868 | $21,830 | $21,830 | 2 | $21,830 | $1,112,158 | $25,665 |
| 2023 | $522 | — | $272 | — | — | $52 | — | $35 |
| 2022 | $846 | $1,018 | $388 | — | — | $42 | — | $26 |
| 2021 | $216 | — | $122 | — | — | $36 | — | $15 |
| 2020 | $338 | — | $36 | — | — | — | — | $17 |
Under IRS private-foundation payout rules, David S and Marlene R Sheena reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
David S and Marlene R Sheena is led by David Sheena, President since 2024 (on filings since 2020); none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
David Sheena
President
Trustee → President, 2024
On filings since 2020
1 hr/week
No compensation reported
Marlene Sheena
Vice President
Trustee → Vice President, 2024
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about David S and Marlene R Sheena
How much does David S and Marlene R Sheena give each year?
David S and Marlene R Sheena gave $22K across 2 grants in 2024, according to its 2024 IRS Form 990-PF.
How large is David S and Marlene R Sheena?
David S and Marlene R Sheena reported $1.4M in total assets on its 2024 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does David S and Marlene R Sheena operate?
David S and Marlene R Sheena has awarded grants in Massachusetts.
What is David S and Marlene R Sheena's EIN?
David S and Marlene R Sheena's EIN (Employer Identification Number) is 82-6467935. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work David S and Marlene R Sheena funds
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