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Nonprofit · EIN 13-7136011

SHEENA FOUNDATION

Also known as BEREN JOSHUA ET AL TTEE

Tax-exempt · LAKEWOOD, NJ 08701

Financials

$113K$63K2023$72K$42K2024$37K$12K2025
Revenue Expenses · by fiscal year end
Financials of SHEENA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$37,408$12,134$25,274$513,445$0$513,445
December 31, 2024990-PF$72,189$41,967$30,222$488,171$0$488,171
December 31, 2023990-PF$113,416$62,504$50,912$457,949$0$457,949
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$27,312
Dividends
$10,072
Interest
$24

Expenses

Grants and similar amounts paid
$10,367
Disbursements for charitable purposes
$12,134
Excise tax on investment income
$140

Balance sheet and other

Total assets, start of year
$488,171
Total assets, end of year
$513,445
Total liabilities, end of year
$0
Net assets, end of year
$513,445
Fair market value of assets
$513,445
Qualifying distributions
$12,134
Net investment income
$10,096

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOSHUA BEREN
1460 CEDAR ROW, LAKEWOOD, NJ 08701
TRUSTEE5$0
NAOMI BEREN
1460 CEDAR ROW, LAKEWOOD, NJ 08701
TRUSTEE5$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
JOSHUA BEREN
1460 CEDAR ROW, LAKEWOOD, NJ 08701
TRUSTEE5$0
NAOMI BEREN
1460 CEDAR ROW, LAKEWOOD, NJ 08701
TRUSTEE5$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JOSHUA BEREN
1460 CEDAR ROW, LAKEWOOD, NJ 08701
TRUSTEE5$0
NAOMI BEREN
1460 CEDAR ROW, LAKEWOOD, NJ 08701
TRUSTEE5$0

Address and contacts

Address (IRS master file)
1460 CEDAR ROW, LAKEWOOD, NJ 08701-1514
In care of
% JOSHUA BEREN
Signed the 990-PF
JOSHUA BEREN, TRUSTEE
Phone
(732) 370-1200
Return prepared by
GERSHON BIEGELEISEN & CO CPAS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-7136011
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1999
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$513,445
Income (IRS master file)
$37,408

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$37,408$12,134$513,445XML
990-PFDecember 2024$72,189$41,967$488,171XML
990-PFDecember 2023$113,416$62,504$457,949XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-7136011).

Questions about SHEENA FOUNDATION

What is the EIN of SHEENA FOUNDATION?
The employer identification number (EIN) of SHEENA FOUNDATION is 13-7136011.
Is SHEENA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to SHEENA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SHEENA FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SHEENA FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHEENA FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SHEENA FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does SHEENA FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $37,408, expenses of $12,134 and total assets of $513,445 at year end.

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