2025-03-24T17:09:50-05:00 2024-08-31 470387937 O'DONNELL FICENEC WILLS & FERDIG LLP 11404 WEST DODGE ROAD STE 200 OMAHA NE 681542504 990PF 2023-09-01 470488295 OEA FOUNDATION INC OEAF 4027407911 12914 PACIFIC STREET OMAHA NE 68154 LIZ REA PRESIDENT 4023460400 2025-03-12 1 0 CATHERINE T KELLOGG P00195001 4025923800 X 2023 2025-03-06 01:10:19Z X 5622767 X 5296 X 2284 2284 404648 404648 92219 1299338 92219 4467 504447 499151 4467 0 0 0 21669 21669 0 27 27 0 6537 0 0 9246 9246 0 37479 30942 0 382900 382900 420379 30942 382900 84068 468209 4467 144 129012 142050 142050 5041353 5480717 5480717 5170509 5622767 5622767 1461 22158 1461 22158 X 667597 1095079 4501451 4505530 5169048 5600609 5170509 5622767 5169048 84068 355568 5608684 8075 5600609 6695-BLACKROCK ENHANCED GLOBAL DIV TR 2019-08-27 2024-08-27 82210 68838 13372 13372 1990-BLACKROCK RESOURCES & COMMODITIES STRATEGY 2013-10-28 2024-08-27 20555 23619 -3064 -3064 6767-BLACKROCK ENHANCED CAPITAL & INCOME FD 2019-08-28 2024-08-23 141785 104200 37585 37585 17514-BLACKROCK ENHANCED EQUITY DIVIDEND TR 2019-08-28 2024-08-24 160824 154328 6496 6496 11777-BLACKROCK FUNDS DEBT SECURITIES 2023-08-17 2024-08-07 126307 118119 8188 8188 9673-EATON VANCE FLOATING RATE INCOME TRUST 2023-08-17 2024-08-07 124577 118350 6227 6227 18356-NUVEEN PREFERRED SECURITIES INCOME FUND 2023-08-17 2024-08-07 137294 118688 18606 18606 500791.783-FEDERATED HERMES INSTL PRIME 2023-09-01 2024-08-08 501042 500977 65 65 LT CAP GAIN BLACKROCK ENHANCED EQUITY DIVIDEND 2019-08-28 2023-12-31 4741 4741 4741 CASH IN LIEU-BLACKROCK ENHANCED EQ DIV TR 2019-08-28 2023-11-30 3 3 3 92219 6508 0 6508 0 6508 5480 0 0 0 5480 82 1110 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 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 HOPE SMEJKAL 4202 SOUTH 57 STREET OMAHA NE 671171349 TRUSTEE 0.50 0 0 0 ROBERT MILLER 4202 SOUTH 57 STREET OMAHA NE 671171349 TRUSTEE 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. 382900 0 5301495 139458 0 5440953 0 0 5440953 81614 5359339 267967 267967 6508 6508 261459 4467 265926 0 265926 382900 0 382900 265926 0 0 112532 148632 75146 87805 109592 533707 382900 0 0 0 265926 116974 0 0 650681 0 0 0 0 0 0 112532 538149 148632 75146 87805 109592 116974 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. ABBOUD BROOKLYN 644 S 215 STREET ELKHORN NE 68022 NONE CASH SCHOLARSHIP 6000 BARTELS NOLAN 5016 BURT STREET OMAHA NE 68132 NONE SCHOLARSHIP 7000 BASSETT ELIZABETH 12712 BURT STREET OMAHA NE 68154 NONE SCHOLARSHIP 7000 BLANKENSHIP PAYTON 2602 WINDING RIVER DRIVE BELLEVUE NE 68123 NONE SCHOLARSHIP 5500 BOWMAN AIYANA 31103 LARPENTEUR MEMORIAL MOORHEAD IA 51558 NONE SCHOLARSHIP 7000 BOYER COLE 829 SPRUCE DRIVE PAPILLION NE 68046 NONE SCHOLARSHIP 7000 BRAAK KATYS 3269 S 131 CIRCLE OMAHA NE 68144 NONE SCHOLARSHIP 10000 BRITO ISABEL 6606 N 77 STREET OMAHA NE 68122 NONE SCHOLARSHIP 10000 CAMERON ELIJAH 8134 S 69 STREET OMAHA NE 68128 NONE SCHOLARSHIP 10000 CLARK-KACZMAREK STELLA 643 S 124 AVENUE OMAHA NE 68154 NONE SCHOLARSHIP 7000 COLE ISABELLA 13621 BOYD STREET OMAHA NE 68164 NONE SCHOLARSHIP 1400 CONNOLLY ASLYNN 361 S 46 STREET APT 3418 OMAHA NE 68132 NONE SCHOLARSHIP 1600 DAVILA FATIMA 4902 COPPER HILL DRIVE OMAHA NE 68157 NONE SCHOLARSHIP 4000 EBY ELIZABETH 12839 EAGLE RUN DRIVE OMAHA NE 68164 NONE SCHOLARSHIP 6000 EDWARDS NEELY 12417 ANNE STREET OMAHA NE 68137 NONE SCHOLARSHIP 10000 EIBES ANNA 4010 N 153 STREET OMAHA NE 68116 NONE SCHOLARSHIP 7000 ESTRADA GAMEZ KAREN 3826 EMILINE STREET BELLEVUE NE 68147 NONE SCHOLARSHIP 4000 FOWLER DENZEL 6433 N 68 STREET OMAHA NE 68104 NONE SCHOLARSHIP 8500 HOLTZCLAW ELLA 5005 CHICAGO STREET OMAHA NE 68132 NONE SCHOLARSHIP 4000 HTOO LAH SAY WAH 6317 PARKVIEW LAND OMAHA NE 68104 NONE SCHOLARSHIP 5500 JOHNSON ELIZABETH 4638 N 139 AVENUE OMAHA NE 68164 NONE SCHOLARSHIP 7000 JOSEPH ROBERT 19845 EMILINE STREET OMAHA NE 68028 NONE SCHOLARSHIP 6000 KELLY KATHLEEN 17101 MERION DRIVE OMAHA NE 68136 NONE SCHOLARSHIP 6000 KOLC BRYCE 1976 CO ROAD 6 YUTAN NE 68073 NONE SCHOLARSHIP 7000 LATHROP MICHAEL 13320 EAGLE RUN DRIVE OMAHA NE 68164 NONE SCHOLARSHIP 10000 LICHTI CARTER 8619 S 163 STREET OMAHA NE 68136 NONE SCHOLARSHIP 6000 MAASS LAUREN 1236 BELLAIRE BLVD BELLEVUE NE 68005 NONE SCHOLARSHIP 10000 MARCOUX ANDREW 2015 N 50 AVENUE OMAHA NE 68104 NONE SCHOLARSHIP 7000 MARTIN GRAYSON 13942 Y CIRCLE OMAHA NE 68137 NONE SCHOLARSHIP 7000 MARVIN-DEBUSE LUCY 15311 LAFAYETTE AVENUE OMAHA NE 68154 NONE SCHOLARSHIP 2000 MCGEARY AVA 16314 PATRICK AVENUE OMAHA NE 68116 NONE SCHOLARSHIP 6000 NIELSEN ANDREW 105 S 92 STREET OMAHA NE 68114 NONE SCHOLARSHIP 10000 OLUYOLE ASIANA 10517 PRATT PLAZA OMAHA NE 68134 NONE CONTRIBUTION 1000 PARODA-DILLMAN SKYLAR 11007 HILLTOP AVENUE OMAHA NE 68134 NONE SCHOLARSHIP 10000 POE EH 4965 OHIO STREET OMAHA NE 68104 NONE SCHOLARSHIP 500 POSPISIL RUBY 5116 PACIFIC STREET OMAHA NE 68106 NONE SCHOLARSHIP 10000 PRATT QUENTIN 1315 NEBRASKA STREET BLAIR NE 68008 NONE SCHOLARSHIP 10000 PRIBYL KAELIN 16617 LEAVENWORTH OMAHA NE 68118 NONE SCHOLARSHIP 10000 QUIROZ TAVIZON 4656 POLK STREET OMAHA NE 68117 NONE SCHOLARSHIP 4000 RAMIREZ-BUENO ADAMARYS 7528 SAWTOOTH CIRCLE OMAHA NE 68157 NONE SCHOLARSHIP 4000 RICHARDSON NOAH 5918 N 131 STREET OMAHA NE 68164 NONE SCHOLARSHIP 15000 RIOS KYANA 3302 S 32 AVENUE OMAHA NE 68105 NONE SCHOLARSHIP 5500 RODRIGUEZ ELISABETH 4204 S 36 STREET OMAHA NE 68107 NONE SCHOLARSHIP 1250 SANCHEZ RODRIDUEZ MIA 3318 S 32 STREET OMAHA NE 68105 NONE SCHOLARSHIP 4000 SCURLOCK JAX (MELINA) 8129 POTTER STREET OMAHA NE 68122 NONE SCHOLARSHIP 10000 SEGER AARON 1704 N 50 STREET OMAHA NE 68104 NONE SCHOLARSHIP 6000 SIMPSON REAGAN 11120 LAUREL CIRCLE OMAHA NE 68164 NONE SCHOLARSHIP 4000 STRONG MYNOR 12520 N 69 STREET OMAHA NE 68154 NONE SCHOLARSHIP 4000 THERE MORE 4137 N 65 STREET OMAHA NE 68104 NONE SCHOLARSHIP 1000 TYLER TIMOTHY 260 N 8 STREET SPRINGFIELD NE 68059 NONE SCHOLARSHIP 2000 VASQUEZ ANA 914 DUNDEE COURT APT 307 OMAHA NE 68005 NONE SCHOLARSHIP 2500 PAW THO 3336 EMMET STREET OMAHA NE 68111 NONE SCHOLARSHIP 2500 PULAMI MONGER SANCHITA 7511 N 76 STREET OMAHA NE 68122 NONE SCHOLARSHIP 2000 ABUGHALYOON ZAKREYA 6654 DECATUR OMAHA NE 68104 NONE SCHOLARSHIP 5000 PAW EHYWA 5422 N 69 STREET OMAHA NE 68104 NONE SCHOLARSHIP 5000 HTOO KER 2863 MANDERSON OMAHA NE 68111 NONE SCHOLARSHIP 5000 SAY PAW THA 9130 BLACK STREET OMAHA NE 68122 NONE SCHOLARSHIP 1000 GOMEZ-ORNELAS SARAI 3348 N 36 AVENUE OMAHA NE 68111 NONE SCHOLARSHIP 1900 CASTELAN MUNOZ MARIANA 6735 VERNON AVENUE OMAHA NE 68104 NONE SCHOLARSHIP 1250 LAM HARBERT 4703 CURTIS AVENUE OMAHA NE 68104 NONE SCHOLARSHIP 1250 TCHALASSI WENDELL 6335 BEDFORD AVENUE OMAHA NE 68104 NONE SCHOLARSHIP 1250 FAULKNER-DORSEY ARAYA 4621 N 108 STREET OMAHA NE 68164 NONE SCHOLARSHIP 1000 TWOMBLEY ANGELIK 5624 N 24 STREET OMAHA NE 68111 NONE SCHOLARSHIP 500 ALKHALIL ALMARWA 2411 S 48 STREET OMAHA NE 68106 NONE SCHOLARSHIP 1000 MOHAMMADI FAWZIA 3340 FOREST LAWN AVENUE OMAHA NE 68112 NONE SCHOLARSHIP 1000 CARLSON ANN 662 N 59 STREET OMAHA NE 68132 NONE SCHOLARSHIP 5000 FORSEN-YEPES HADLEY 12950 EAGLE RUN DRIVE OMAHA NE 68164 NONE SCHOLARSHIP 5000 HOIBERG ISABEL 1130 TURNER BLVD OMAHA NE 68105 NONE SCHOLARSHIP 5000 MCGILL JANE 6237 UNDERWOOD AVENUE OMAHA NE 68132 NONE SCHOLARSHIP 5000 SIMMONS COLIN 14953 HANOVER STREET BENNINGTON NE 68007 NONE SCHOLARSHIP 5000 WESSLING AVA 2919 S 30 STREET OMAHA NE 68105 NONE SCHOLARSHIP 5000 DEVERS PARIS 5122 HARTMAN AVENUE OMAHA NE 68104 NONE SCHOLARSHIP 1000 DAVISON ELLA 4310 N 157 AVENUE OMAHA NE 68116 NONE SCHOLARSHIP 500 KU SHER MU 6622 CROWN POINT AVENUE OMAHA NE 68104 NONE SCHOLARSHIP 500 RECINOS DANIEL 2325 S 23 STREET OMAHA NE 68108 NONE SCHOLARSHIP 1250 GUTIERREZ DIEGO MARTINEZ 8733 MONROE STREET OMAHA NE 68127 NONE SCHOLARSHIP 1250 THOMAS BREA 326 N 44 STREET OMAHA NE 68131 NONE SCHOLARSHIP 1500 382900 0 2284 404648 92219 0 0 499151 499151 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 21669 21669 0 WELLS FARGO INVESTMENT ACCOUNT 4962984 5403888 5403888 CERTIFICATES OF DEPOSIT 75300 76829 76829 DEFERRED EXCISE TAX ASSET 3069 DEFERRED EXCISE TAX ON CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS 7949 PENALTY ON PRIOR YEAR 990-PF 126 BOOKKEEPING 4262 4262 0 INSURANCE 1051 1051 0 ADVERTISING/PUBLICATION 3230 3230 0 SUPPLIES 535 535 0 MISCELLANEOUS 103 103 0 BANK CHARGES 65 65 0 UNREALIZED GAIN (LOSS) ON INVESTMENT 351101 REFUNDS OF PREVIOUSLY AWARDED SCHOLARSHIPS 4467 EXCISE TAX PAYABLE 1461 1028 DEFERRED EXCISE TAX PAYABLE 0 4880 INTERFUND PAYABLES 0 16250 EXCISE TAX 6537 0 0