2025-02-28T10:48:50-08:00 2024-12-31 474609457 Halley McDaniel & Cuite PLLC 2727 E 21st Street Suite 102 Tulsa OK 74114 990PF 2024-01-01 461534059 Suzanne and Jim Kneale Family Foundation SUZA 9186254889 3630 S Wheeling Ave Tulsa OK 74105 Jim Kneale President 2025-02-28 true true JACEY D MCDANIEL CPA P01459906 9184880809 X 2024 2025-03-06 01:10:19Z X 4214158 X 331940 98521 98521 98521 21447 34547 21447 451908 119968 98521 500 500 500 21004 21004 21004 3400 956 956 14 14 14 24918 22474 22474 0 363333 363333 388251 22474 22474 363333 63657 97494 76047 13103 4810 4810 296049 99596 99596 1490046 1758888 3648631 488901 488901 461121 2288099 2352195 4214158 0 X 2288099 2352195 2288099 2352195 2288099 2352195 2288099 63657 439 2352195 2352195 CAPITAL GAIN DISTRIBUTIONS P 2018-08-28 2024-12-31 10757 10757 10757 LONG TERM CAPITAL GAIN P 2018-08-28 2024-02-12 23790 13100 10690 10690 21447 1355 1355 1355 2260 2260 905 905 false false false false false false false false true OK true false false false false true N/A Suzanne Kneale 9186254889 3630 S Wheeling Ave Tulsa OK 741051089 false false false false false false false false false false false false false false false false false false false false false false Jim Kneale 3630 S Wheeling Ave Tulsa OK 74105 President 1.00 0 Suzanne Kneale 3630 S Wheeling Ave Tulsa OK 74105 Secretary/Treas 1.00 0 NONE NONE 3638922 161674 0 3800596 0 3800596 57009 3743587 187179 187179 1355 1355 185824 185824 185824 363333 363333 185824 506818 498309 209951 144531 17884 1377493 363333 0 185824 177509 1555002 0 506818 1048184 498309 209951 144531 17884 177509 Jim Kneale Suzanne Kneale Suzanne Kneale 3630 S Wheeling Ave Tulsa OK 74105 9186254889 suzkneale@gmail.com Forms should be submitted by mail or email and include amount and purpose of donation requested, 501(c)(3) determination letter and any other relevant information. None Primarily Houston, TX and Tulsa, OK Tulsa Zoo 6421 E 36th St North Tulsa OK 74115 None PC Lion Day Room Capital Campaign 125000 AMERICAN RED CROSS PO BOX 37839 BOONE IA 50037 NONE PC Middle East Humanatarian Crisis 5000 MEALS ON WHEELS 12620 E 31ST TULSA OK 74146 None PC Serving meals to needy 10000 Parent Child Center Tulsa OK 1421 S Boston TULSA OK 74119 None PC. Circle of Hope & Operating 10000 Grand Mental Health PO Box 33015 TULSA OK 74153 None PC Feel Well Capital Campaign 83333 MODUS 1519 S HARVARD AVE TULSA OK 74112 None PC Transportation for less fortunate 5000 Tulsa Day Center 415 W ARCHER ST TULSA OK 74103 None PC Homelessness 125000 363333 Tulsa Day Center 415 W ARCHER ST TULSA OK 74103 None PC HOMELESSNESS 125000 GRAND MENTAL HEALTH PO Box 33015 TULSA OK 74153 None PC FEEL WELL CAPITAL CAMPAIGN 83333 TULSA AREA UNITED WAY 3930 E 31ST STREET TULSA OK 74135 None PC FUNDING OF TULSA AREA NONPROFIT AGENCIES 40000 248333 14 98521 21447 98521 21447 119968 false false false false false false false false false false X X 1 Suzanne and Jim Kneale 3630 S Wheeling Ave Tulsa OK 74105 50000 X 2 Suzanne and Jim Kneale 3630 S Wheeling Ave Tulsa OK 74105 178860 X 3 Suzanne and Jim Kneale 3630 S Wheeling Ave Tulsa OK 74105 103080 X 2 2,000 SH OKE 178860 3 1,000 SH OKE 103080 Tax Preparation 500 500 500 0 3678.93 Vanguard High Yield Corporate Fu 22000 19940 10469 Pimco Income Fund 121901 110134 26740.482 Dodge & Cox Income Fund 345000 331047 380 Shares Alphabet inc 23461 72367 1755 Shares Apple Inc 63718 439487 287 Shares Biogen IDEC Inc 83213 43888 65 Shares Home Depot Inc 500 Shares Intercontinental Exchange Inc 45175 74505 300 Shares Johnson and Johnson 34758 43386 350 Shares JP Morgan Chase & Co 38804 83899 11580 Shares OneOK Inc. Common Stock 599778 1162632 1000 Shares One Gas Inc common stock 38360 69250 846 I shares Russell Midcap Growth ETF 36429 107231 431 I shares Russell Midcap Value ETF 28341 55746 1674 I shares Russell 1000 Growth Index 136382 672245 2148 I Shares Russell 1000 Value Index E 237123 397659 610.7 Clearbridge Small Cap Growth Fund 31500 24220 409.2 Vanguard Small Cap Value 25000 34854 1676 I shares MSCI EAFE ETF 105147 126722 8791.209 Harding Loevner Intl Equity Por 200000 215297 744.622 T. Rowe Price Emerging Markets 31699 25243 BANK CHARGES 14 14 14 SECTION 199A DIVIDENDS 439 Investment Fees 21004 21004 21004 0 Estimated Federal Income Taxes 2260 Foreign Taxes 956 956 956 Income Taxes Paid 184