2024-03-30T13:37:26-05:00 2023-08-31 470387937 O'DONNELL FICENEC WILLS & FERDIG LLP 11404 WEST DODGE ROAD STE 200 OMAHA NE 681542504 990PF 2022-09-01 470488295 OEA FOUNDATION INC OEAF 4023460400 4202 SOUTH 57 STREET OMAHA NE 681171349 LIZ REA PRESIDENT 4023460400 2024-03-25 1 LIZ REA 999009999 0 GERALD A WILLS P00103952 4025923800 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 5170509 X 4122 X 912 911 421684 421684 1054 1311879 1054 16141 427772 423649 16141 0 0 0 2862 2862 0 16363 16363 0 5465 0 0 11235 11235 0 35925 30460 0 384550 384550 420475 30460 384550 7297 393189 16141 144 144 129753 129012 129012 1111 5251964 5041353 5041353 5382828 5170509 5170509 0 1461 0 1461 X 878618 667597 4504210 4501451 5382828 5169048 5382828 5170509 5382828 7297 16142 5406267 237219 5169048 8800 BLACKROCK SICENCE & TECHNOLOGY 2016-07-19 2023-08-17 279907 151747 128160 128160 14500ABRDN EMERGING MKTS EQUITY INC FD 2021-07-27 2023-08-17 72828 122749 -49921 -49921 19900 BCBRE CLARION GLOBAL RE INC FD 2018-07-27 2023-08-17 102651 161961 -59310 -59310 11800 FIRST TRUST INTER DUR PFD & INC FD 2019-08-27 2023-08-17 177826 278983 -101157 -101157 9534 GABELLI HLTHCARE & WELLNESS 2022-08-12 2023-08-17 89491 117271 -27780 -27780 17800 NUVEEN CORE EQUITY ALPHA FD 2016-07-19 2023-08-17 222377 213249 9128 9128 LONG TERM CAPITAL GAINS 2022-09-01 2022-08-31 96799 96799 96799 270000 US TREASURY BONDS 2023-01-31 2023-07-17 270000 264865 5135 5135 P 0 0 1054 5465 0 5465 0 5465 4004 0 0 0 4004 133 1594 0 0 0 0 0 0 0 0 0 0 1 1 NE 1 0 0 0 0 1 OEAFOUNDATION@COX.NET LINDA RICHTER 4023460400 4202 SOUTH 57 STREET OMAHA NE 681171349 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 MARY MOBERG 4202 SOUTH 57 STREET OMAHA NE 681171349 TRUSTEE 0.50 0 0 0 BOB MC CUNE 4202 SOUTH 57 STREET OMAHA NE 681171349 TRUSTEE 0.50 0 0 0 WALTA SUE DODD 4202 SOUTH 57 STREET OMAHA NE 681171349 VICE-PRESIDENT 0.50 0 0 0 LIZ REA 4202 SOUTH 57 STREET OMAHA NE 681171349 PRESIDENT 0.50 0 0 0 SUSAN KALINA 4202 SOUTH 57 STREET OMAHA NE 681171349 TRUSTEE 0.50 0 0 0 CAROL KREJCI 4202 SOUTH 57 STREET OMAHA NE 681171349 TRUSTEE 0.50 0 0 0 DOREEN JANKOVICH 4202 SOUTH 57 STREET OMAHA NE 681171349 SECRETARY 0.50 0 0 0 NONE 0 NONE 0 SCHOLARSHIPS OF $500 TO $11,000 TO SEVENTY SEVEN HIGH SCHOOL GRADUATES. SCHOLARSHIPS ARE DESIGNATED BY EITHER THE OEA FOUNDATION OR A SCHOLARSHIP COMMITTEE OF A LOCAL SCHOOL. SCHOLARSHIP REQUIREMENTS VARY DUE TO DONOR STIPULATION. 384500 0 5230083 166828 0 5396911 0 0 5396911 80954 5315957 265798 265798 5465 5465 260333 14625 274958 0 274958 384550 0 384550 274958 0 0 165647 112532 148632 75146 87805 589762 384550 0 0 0 274958 109592 0 0 699354 0 0 0 0 0 0 165647 533707 112532 148632 75146 87805 109592 LINDA RICHTER 4202 SOUTH 57 STREET OMAHA NE 681171349 4023460400 OEAFOUNDATION@GMAIL.COM THE OEA FOUNDATION WAS ESTABLISHED IN 1964 TO SERVE AS THE EDUCATIONAL AND CHARITABLE ARM OF THE OMAHA EDUCATION ASSOCIATION. THE FOUNDATION HAS, THROUGH THE YEARS, FUNDED OVER 100 DIFFERENT SCHOLARSHIPS ANNUALLY. MANY OF THE SCHOLARSHIPS ARE DESIGNATED FOR SPECIFIC HIGH SCHOOLS AND WINNERS ARE CHOSEN BY THOSE HIGH SCHOOLS. MARCH. THE SPECIFIC DATE CHANGES EACH YEAR. NONE. MILAN ARANDA 14880 SHIRLEY ST OMAHA NE 68144 NONE I SCHOLARSHIP 4000 KAYLA ATKINS 6317 N 36 STREET OMAHA NE 68111 NONE I SCHOLARSHIP 1250 ANDREW BAILEY 6721 S 46 STREET OMAHA NE 68117 NONE I SCHOLARSHIP 4000 JACK BAKER 5136 SEWARD STREET OMAHA NE 68104 NONE I SCHOLARSHIP 10000 ZAHAR BARI 1505 N 48 STREET APT 15 OMAHA NE 68104 NONE I SCHOLARSHIP 1500 ELLIE BARTSCH-BANG 911 SOUTH 88TH STREET OMAHA NE 68144 NONE I SCHOLARSHIP 10000 ALYSSA BETANCOURT 2526 S 48TH STREET OMAHA NE 68106 NONE I SCHOLARSHIP 1250 PEYTON BLANKMAN 323 N 6TH STREET PLATTSMOUTH NE 68048 NONE I SCHOLARSHIP 2000 NYAKEK BUOP 1923 WIRT STREET OMAHA NE 68110 NONE I SCHOLARSHIP 1000 MOLLY BURK 8816 N 36TH STREET OMAHA NE 68112 NONE I SCHOLARSHIP 11000 LILY CALLON 621 N 41ST AVENUE OMAHA NE 68131 NONE I SCHOLARSHIP 7000 ALLIE CARBEE 19507 BINNEY CIRCLE ELKHORN NE 68022 NONE I SCHOLARSHIP 10000 LAUREN CARBEE 19507 BINNEY CIRCLE ELKHORN NE 68022 NONE I SCHOLARSHIP 10000 GRAYSON CARICOFE 1810 N 145TH STREET OMAHA NE 68154 NONE I SCHOLARSHIP 1000 ERIN CARLSON 6010 N 166TH STREET OMAHA NE 68116 NONE I SCHOLARSHIP 500 BRADEN CARNE 12068 LOCUST STREET OMAHA NE 68164 NONE I SCHOLARSHIP 6000 JESSICA CONWAY 4801 LILLIAN STREET BELLEVUE NE 68157 NONE I SCHOLARSHIP 4000 GRACE MARIE CYIZA 4124 MIAMI STREET OMAHA NE 68111 NONE I SCHOLARSHIP 2500 AUSTIN DIEP 4815 O STREET OMAHA NE 68117 NONE I SCHOLARSHIP 4000 JUSTIN DIEP 4815 O STREET OMAHA NE 68117 NONE I SCHOLARSHIP 500 SOPHIA DILORENZO 7921 N 39TH STREET OMAHA NE 68112 NONE I SCHOLARSHIP 7000 DEE-DEE DJON 704 N 116 STREET APT T1 OMAHA NE 68154 NONE I SCHOLARSHIP 4000 JULIETTE ECKLER 4429 WOOLWORTH OMAHA NE 68105 NONE I SCHOLARSHIP 6400 CARTER EICHLER 2403 HANSCOM BLVD OMAHA NE 68105 NONE I SCHOLARSHIP 1500 MARGARET ERNST 2030 N 94TH STREET OMAHA NE 68134 NONE I SCHOLARSHIP 7000 DOMINIC ESPINOZA 3713 S 16TH STREET OMAHA NE 68107 NONE I SCHOLARSHIP 4000 ZAHID FALCON 3934 CASTELAR STREET OMAHA NE 68105 NONE I SCHOLARSHIP 1400 AALIYAH FARMER 16044 BUTLER AVENUE OMAHA NE 68116 NONE I SCHOLARSHIP 7000 MITCHELL GATES 4730 B STREET OMAHA NE 68106 NONE I SCHOLARSHIP 11000 EMILY GIBSON 17308 GRAND AVENUE OMAHA NE 68116 NONE I SCHOLARSHIP 5000 NOEMI GILBERT 530 S 51 AVENUE OMAHA NE 68106 NONE I SCHOLARSHIP 5000 JASON GOETZ 1204 ROGER CRICLE PLATTSMOUTH NE 68048 NONE I SCHOLARSHIP 15000 AINSLEY GREEN 6024 OAKCREST PLAZA OMAHA NE 68137 NONE I SCHOLARSHIP 5000 ALYSSA GRENAWALT 4916 N 151 CIRCLE OMAHA NE 68116 NONE I SCHOLARSHIP 7000 MICHAELA GUNTER 5615 N 24TH STREET OMAHA NE 68110 NONE I SCHOLARSHIP 1000 MARIANA HERNANDEZ-MORENO 5114 S 39 AVENUE OMAHA NE 68107 NONE I SCHOLARSHIP 1250 KIERAN HILL 6614 S 86TH STREET OMAHA NE 68127 NONE I SCHOLARSHIP 4000 HALSEY HOOPER 113 N 54TH STREET OMAHA NE 68132 NONE I SCHOLARSHIP 500 OLIVIA KIEFER 5118 CALIFORNIA STREET OMAHA NE 68132 NONE I SCHOLARSHIP 1000 SYDNEY KNUDSEN 2425 N 147TH STREET OMAHA NE 68116 NONE I SCHOLARSHIP 4000 MADELYN KREBER 5028 PARKER OMAHA NE 68104 NONE I SCHOLARSHIP 7000 VIVIAN LANDIS 9879 FLORENCE BLVD OMAHA NE 68112 NONE I SCHOLARSHIP 500 CAROLINE LATHROP 13320 EAGLE RUN DRIVE OMAHA NE 68164 NONE I SCHOLARSHIP 9000 RYLEE LIERMANN 11411 SAHLER STREET OMAHA NE 68164 NONE I SCHOLARSHIP 1000 BREANN LOGEMAN 11558 RAMBLERIDGE ROAD OMAHA NE 68164 NONE I SCHOLARSHIP 4000 ESPERANZA MARINEZ 15216 JAYNES STREET OMAHA NE 68116 NONE I SCHOLARSHIP 7000 ADAM MCCAW 5417 S 160TH STREET OMAHA NE 68135 NONE I SCHOLARSHIP 7000 JENNA MEDEIROS 13121 PATRICK CIRCLE OMAHA NE 68164 NONE I SCHOLARSHIP 7000 ASHTYN MEESKE 4320 N 158TH AVENUE OMAHA NE 68116 NONE I SCHOLARSHIP 4000 SHELDON MEYER 13404 AMES AVENUE OMAHA NE 68164 NONE I SCHOLARSHIP 7000 SARAH NYARIA MIJAK 1003 N 48 AVENUE APT 2 OMAHA NE 68132 NONE I SCHOLARSHIP 1900 HUDSON MILLER 11812 N 176 CIRCLE BENNINGTON NE 68007 NONE I SCHOLARSHIP 10000 ISABELLA MITCHELL 15063 FOWLER AVENUE OMAHA NE 68116 NONE I SCHOLARSHIP 1000 JESUS MOLINA-BOLANOS 4626 S 22ND STREET OMAHA NE 68107 NONE I SCHOLARSHIP 4000 XAIDA MOMII 7705 S 162 STREET OMAHA NE 68136 NONE I SCHOLARSHIP 1000 CHLOE MONACO 2901 N 152 STREET OMAHA NE 68116 NONE I SCHOLARSHIP 6000 ISAAC MORA TORRES 4014 ARBOR STREET OMAHA NE 68105 NONE I SCHOLARSHIP 1500 ZAKIYYAH MUHAMMAD 1803 N 20 STREET OMAHA NE 68110 NONE I SCHOLARSHIP 5500 MEKHI ODJIDJA 6805 BETH AVENUE PAPILLION NE 68133 NONE I SCHOLARSHIP 10000 WAY OO 4108 N 55 AVENUE OMAHA NE 68104 NONE I SCHOLARSHIP 5000 LUISA ORANTES-QUEVEDO 3615 W STREET OMAHA NE 68107 NONE I SCHOLARSHIP 1500 JADEN POSPISHIL 11523 OAK CIRCLE OMAHA NE 68144 NONE I SCHOLARSHIP 7000 ANDREW PRESTON 5629 N 115 AVENUE CIRCLE OMAHA NE 68164 NONE I SCHOLARSHIP 10000 SHAW REH 6251 CURTIS AVENUE OMAHA NE 68104 NONE I SCHOLARSHIP 5000 CADEN RINN 2910 N 168 AVENUE OMAHA NE 68116 NONE I SCHOLARSHIP 1600 CHARLES SAAL 12060 JACKSON STREET OMAHA NE 68154 NONE I SCHOLARSHIP 10000 KHEE SAW 5411 N 63 STREET OMAHA NE 68104 NONE I SCHOLARSHIP 1000 CAMERON SCHEET 5613 N 153 STREET OMAHA NE 68116 NONE I SCHOLARSHIP 6000 HANNA SORTINO 14818 GRANT STREET OMAHA NE 68116 NONE I SCHOLARSHIP 10000 MAXWELL SPIZMAN 811 S 51 STREET OMAHA NE 68106 NONE I SCHOLARSHIP 6000 KATELYN STARK 15405 CHARLES STREET OMAHA NE 68154 NONE I SCHOLARSHIP 6000 SAMUEL STESSMAN 5407 POTTER PLAZA OMAHA NE 68152 NONE I SCHOLARSHIP 10000 TAH SI SOE THAW 11160 GIRARD STREET OMAHA NE 68142 NONE I SCHOLARSHIP 3250 TELIYAH VAROZ 3914 BURDETTE STREET OMAHA NE 68111 NONE I SCHOLARSHIP 1250 RACHEL WAYNE 2315 N 50 AVENUE OMAHA NE 68104 NONE I SCHOLARSHIP 4000 COOPER WILLOUGHBY 7720 N 160 CIRCLE BENNINGTON NE 68007 NONE I SCHOLARSHIP 2000 AYIANA WOODMAN 5022 BEFORD AVENUE OMAHA NE 68104 NONE I SCHOLARSHIP 1000 SHYLA YOUNGS 4651 ARBOR STREET OMAHA NE 68106 NONE I SCHOLARSHIP 5000 SOPHIE YOUNGS 4651 ARBOR STREET OMAHA NE 68106 NONE I SCHOLARSHIP 5000 384550 0 912 421684 1054 0 0 423650 423650 3 INTEREST INCOME IS USED IN PAYING EXPENSES FOR SUPPORTING ACTIVITIES. 4 INVESTMENT INCOME IS USED IN PAYING OUT SCHOLARSHIPS. 8 PROCEEDS FROM SECURITIES SOLD ARE USED IN PAYING OUT SCHOLARSHIPS OR 8 REINVESTED 0 0 0 0 0 0 0 0 0 1 OMAHA EDUCATION ASSOCIATION INC 501(C)(6) THE PAST PRESIDENTS AND PAST VICE-PRESIDENTS OF THE AFFILIATED ORGANIZATION SERVE AS DIRECTORS OF THE OEA FOUNDATION, INC. ACCOUNTING 16363 16363 0 LEGAL 2862 2862 0 WELLS FARGO INVESTMENT ACCOUNT 5159509 4962984 4962984 CERTIFICATES OF DEPOSIT 74487 75300 75300 DEFERRED EXCISE TAX ASSET 17968 3069 3069 UNREALIZED GAIN (LOSS) ON INVESTMENT 220798 DEFERRED TAX INCOME ON UNREALIZED LOSS ON INVESTMENTS 14899 PENALTY ON PRIOR YEAR 990-PF 1522 BOOKKEEPING 5204 5204 0 INSURANCE 1121 1121 0 ADVERTISING/PUBLICATION 3800 3800 0 SUPPLIES 1005 1005 0 MISCELLANEOUS 105 105 0 REFUNDS OF PREVIOUSLY AWARDED SCHOLARSHIPS 14625 REFUNDS OF PRIOR YEAR EXCISE TAX 1516 ROUNDING 1 EXCISE TAX PAYABLE 0 1461 EXCISE TAX 5465 0 0