Nonprofit · EIN 22-3850785
KNEZ FAMILY CHARITABLE FOUNDATION
Tax-exempt · NEWTON, MA 02462
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | -$1,324 | $3,240 | -$4,564 | $117,239 | $0 | $117,239 |
| November 30, 2024 | 990-PF | $15,169 | $3,150 | $12,019 | $121,846 | $0 | $121,846 |
| November 30, 2023 | 990-PF | $2,737 | $2,100 | $637 | $110,043 | $0 | $110,043 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $2,442
- Net gain from sales of assets
- -$3,766
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,240
- Excise tax on investment income
- $34
Balance sheet and other
- Total assets, start of year
- $121,846
- Total assets, end of year
- $117,239
- Total liabilities, end of year
- $0
- Net assets, end of year
- $117,239
- Fair market value of assets
- $122,844
- Qualifying distributions
- $3,240
- Net investment income
- $2,442
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN J KNEZ 104 WEST MASHTA DRIVE, KEY BISCAYNE, FL 33149 | TRUSTEE | 1 | $0 |
| DEBRA SMITH KNEZ C/O GOULSTON STORRS 1 PO SQ FL 25, BOSTON, MA 021092115 | TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN J KNEZ 104 WEST MASHTA DRIVE, KEY BISCAYNE, FL 33149 | TRUSTEE | 1 | $0 |
| DEBRA SMITH KNEZ C/O GOULSTON STORRS 1 PO SQ FL 25, BOSTON, MA 021092115 | TRUSTEE | 1 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN J KNEZ 104 WEST MASHTA DRIVE, KEY BISCAYNE, FL 33149 | TRUSTEE | 1 | $0 |
| DEBRA SMITH KNEZ C/O GOULSTON STORRS 400 ATLANTIC, AVE, BOSTON, MA 02110 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3 NEWTON EXECUTIVE PARK STE 304, NEWTON, MA 02462-1433
- In care of
- % CASTANEA PARTNERS
- Signed the 990-PF
- BRIAN J KNEZ, TRUSTEE
- Phone
- (617) 630-2400
- Return prepared by
- DELOITTE TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-3850785
- 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
- 2002
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $117,239
- Income (IRS master file)
- $68,676
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | -$1,324 | $3,240 | $117,239 | XML |
| 990-PF | November 2024 | $15,169 | $3,150 | $121,846 | XML |
| 990-PF | November 2023 | $2,737 | $2,100 | $110,043 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 22-3850785).
Questions about KNEZ FAMILY CHARITABLE FOUNDATION
- What is the EIN of KNEZ FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of KNEZ FAMILY CHARITABLE FOUNDATION is 22-3850785.
- Is KNEZ FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to KNEZ FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KNEZ FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KNEZ FAMILY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KNEZ FAMILY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of KNEZ FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does KNEZ FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of -$1,324, expenses of $3,240 and total assets of $117,239 at year end.
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