David S and Marlene R Sheena

Private foundation · Grantmaker Brookline, MA EIN: 82-6467935

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.

Key facts about David S and Marlene R Sheena

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.

EIN
82-6467935
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$21,830
Grants made (2024)
2
Average grant
$10,915
Median grant
$10,915
Total assets
$1,390,786
Primary geography
Massachusetts (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

+266334.1% YoY

Annual Giving

$22K

Grant Count

2

Avg Grant Size

$11K

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 2 itemized 2024 grant dollars.

Cities

BroklineWest Roxbury

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K0 grants20200 grants20210 grants20220 grants20232 grants2024

In 2024 it made 2 grants totaling $22K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Beth Abraham- Sephardic Congregation of New England: $20KBeth Abraham- SephardicCongregation of New England$20KReconstructionist Sinagogue: $2KReconstructionist Sinagogue$2K

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

2<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 2 grants of 2 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Beth Abraham- Sephardic Congregation of New England Brokline, MAGeneral Purpose$20,000
Reconstructionist Sinagogue West Roxbury, MAGeneral Purpose$1,830

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M20202021202220232024
Metric202420232022
Total Assets$1,390,786$522$846
Revenue$1,325,868—$1,018
Expenses$21,830$272$388
Qualifying Distributions$21,830$52$42
Net Investment Income$1,112,158——
Distributable Amount$25,665$35$26

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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).

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.

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