Nonprofit · EIN 82-6467935
DAVID S AND MARLENE R SHEENA CHARITABLE FOUNDATION
Also known as DAVID S SHEENA TTEE
Tax-exempt · BROOKLINE, MA 02445
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,325,868 | $21,830 | $1,304,038 | $1,390,786 | $2,018 | $1,388,768 |
| December 31, 2023 | 990-PF | $0 | $272 | -$272 | $522 | $0 | $522 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,260,092
- Dividends
- $35,221
- Net gain from sales of assets
- $30,555
Expenses
- Grants and similar amounts paid
- $21,830
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $21,830
- Excise tax on investment income
- $15,459
Balance sheet and other
- Total assets, start of year
- $522
- Total assets, end of year
- $1,390,786
- Total liabilities, end of year
- $2,018
- Net assets, end of year
- $1,388,768
- Fair market value of assets
- $1,390,786
- Qualifying distributions
- $21,830
- Net investment income
- $1,112,158
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID SHEENA 200 FISHER AVENUE, BROOKLINE, MA 02445 | PRESIDENT | 1 | $0 |
| MARLENE SHEENA 200 FISHER AVENUE, BROOKLINE, MA 02445 | VICE PRESIDENT | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Sheena 200 Fisher Avenue, Brookline, MA 02445 | Trustee | 1 | $0 |
| Marlene Sheena 200 Fisher Avenue, Brookline, MA 02445 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 200 FISHER AVE, BROOKLINE, MA 02445-5705
- In care of
- % DAVID SHEENA
- Signed the 990-PF
- DAVID SHEENA, PRESIDENT
- Phone
- (617) 308-0602
- Return prepared by
- EISNER ADVISORY GROUP 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 82-6467935
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,390,786
- Income (IRS master file)
- $2,444,285
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,325,868 | $21,830 | $1,390,786 | XML |
| 990-PF | December 2023 | $0 | $272 | $522 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 82-6467935).
Questions about DAVID S AND MARLENE R SHEENA CHARITABLE FOUNDATION
- What is the EIN of DAVID S AND MARLENE R SHEENA CHARITABLE FOUNDATION?
- The employer identification number (EIN) of DAVID S AND MARLENE R SHEENA CHARITABLE FOUNDATION is 82-6467935.
- Is DAVID S AND MARLENE R SHEENA CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to DAVID S AND MARLENE R SHEENA CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID S AND MARLENE R SHEENA CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID S AND MARLENE R SHEENA CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVID S AND MARLENE R SHEENA CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of DAVID S AND MARLENE R SHEENA CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does DAVID S AND MARLENE R SHEENA CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,325,868, expenses of $21,830 and total assets of $1,390,786 at year end.
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