2026-02-02T14:41:56-06:00 2025-08-31 470387937 O'DONNELL FICENEC WILLS & FERDIG LLP 11404 WEST DODGE ROAD STE 200 OMAHA NE 681542504 990PF 2024-09-01 470488295 OEA FOUNDATION INC OEAF 4027407911 12914 PACIFIC STREET OMAHA NE 68154 LIZ REA PRESIDENT 4023460400 2026-01-22 1 0 CATHERINE T KELLOGG P00195001 4025923800 X 2024 2025-03-06 01:10:19Z X 5962873 X 4624 X 2712 2712 436854 436854 47220 813490 47220 3973 491410 486786 3973 0 0 0 4957 4957 0 6540 6540 0 11357 11319 0 22854 22816 0 373450 373450 396304 22816 373450 95106 463970 3973 142050 146340 146340 18 18 18 5480717 5816515 5816515 5622767 5962873 5962873 22158 15833 22158 15833 X 1095079 1439573 4505530 4507467 5600609 5947040 5622767 5962873 5600609 95106 251325 5947040 0 5947040 5859-BLACKROCK ENHANCED GLOBAL DIVIDEND TRUST 2019-08-27 2024-11-26 70739 60243 10496 10496 5796-BLACKROCK ENHANCED GLOBAL DIVIDEND TRUST 2019-08-27 2025-03-03 70433 59595 10838 10838 123-BLACKROCK RESOURCES & COMMODITIES STATEGY 2012-04-19 2025-03-03 1202 1763 -561 -561 465-BLACKROCK RESOURCES & COMMODITIES STRATEGY 2012-06-29 2024-11-26 4703 6269 -1566 -1566 1835-BLACKROCK RESOURCES & COMMODITIES STATEGY 2012-09-29 2025-03-03 17929 24739 -6810 -6810 1460-BLACKROCK RESOURCES & COMMODITIES STRATEGY 2013-10-28 2024-11-26 14766 17328 -2562 -2562 5480-BLACKROCK ENHANCED CAP & INC FD 2019-08-28 2024-11-22 114712 84383 30329 30329 11176-BLACKROCK ENHANCED EQUITY DIV TR 2019-08-27 2024-11-22 102953 98787 4166 4166 5886-BLACKROCK ENHANCED EQUITY DIV TR 2019-08-28 2024-11-22 54222 51866 2356 2356 8825-BLACKSTONE/GSO STRATEGIC CR FD 2021-07-27 2025-08-14 109349 123190 -13841 -13841 3800-GABELLI DIV & INC TR 2022-08-22 2025-08-22 100077 85678 14399 14399 152360.118-FEDERATED HERMES INSTL PRIME VALUE 2024-10-02 2025-08-01 152405 152429 -24 -24 47220 6449 0 6449 0 6449 6520 0 0 0 6520 84 13 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 EIGHT 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. 373450 0 5741747 146752 0 5888499 0 0 5888499 88327 5800172 290009 290009 6449 6449 283560 3911 287471 0 287471 373450 0 373450 287471 0 0 148632 75146 87805 109592 116974 538149 373450 0 0 0 287471 85979 0 0 624128 0 0 0 0 0 0 148632 475496 75146 87805 109592 116974 85979 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. ANDREA AGUIRRE-WHITEHOUSE 13319 COURTNEY DRIVE BELLEVUE NE 68132 NONE SCHOLARSHIP 10000 KYLIE BATSON 2602 GERI DRIVE BELLEVUE NE 68147 NONE SCHOLARSHIP 500 SYDNEY BIGGERSTAFF 7155 N 163 STREET BENNINGTON NE 68007 NONE SCHOLARSHIP 10000 JONATHAN BLACK 14643 LAUREL AVENUE OMAHA NE 68116 NONE SCHOLARSHIP 7000 YASSA BOULUS 1015 N 34 STREET OMAHA NE 68131 NONE SCHOLARSHIP 1000 SOPHIA BOUMAN 4905 N 103 AVENUE OMAHA NE 68134 NONE SCHOLARSHIP 1000 FIONA BRYANT 3524 LAFAYETTE AVENUE OMAHA NE 68131 NONE SCHOLARSHIP 9500 ANDREW CARLSON 13924 SUNRISE TERRACE LANE COUNCIL BLUFFS IA 51503 NONE SCHOLARSHIP 7000 MARCUS COMBS 2623 CALDWELL STREET OMAHA NE 68131 NONE SCHOLARSHIP 7000 MILINI DRAKE 3606 ORCHARD AVENUE 203 OMAHA NE 68107 NONE SCHOLARSHIP 1250 EMILY DUGAN 2141 N 122 CIRCLE OMAHA NE 68164 NONE SCHOLARSHIP 6000 BENITO ESPINOSA 9003 PARK DRIVE OMAHA NE 68126 NONE SCHOLARSHIP 2400 CHRISTOPHER ESTRADA-GOMEZ 3826 EMILINE STREET OMAHA NE 68147 NONE SCHOLARSHIP 4000 JOHANNA FRANDEEN 1744 N 127 STREET OMAHA NE 68154 NONE SCHOLARSHIP 500 CHARLOTTE GREGOR 8104 S 41 STREET BELLEVUE NE 68147 NONE SCHOLARSHIP 10000 MARCO GUERRERO-MIRANDA 7413 ROGERS ROAD OMAHA NE 68124 NONE SCHOLARSHIP 500 ASMINA GURUNG 7315 N 90 STREET OMAHA NE 68122 NONE SCHOLARSHIP 2500 LEA HANSON 5723 N 126 AVENUE OMAHA NE 68164 NONE SCHOLARSHIP 2500 ANDREW HARDY 21016 BUCHANAN PARKWAY GRETNA NE 68028 NONE SCHOLARSHIP 10000 OWEN HAWBAKER 3938 X STREET OMAHA NE 68107 NONE SCHOLARSHIP 4000 LOUIS HODOLY 11820 JEFFERSON PLAZA OMAHA NE 68137 NONE SCHOLARSHIP 2000 PAW LAH HTOO 5427 N 66 STREET OMAHA NE 68104 NONE SCHOLARSHIP 500 ADISON HUFFMAN 4710 N 166 STREET OMAHA NE 68116 NONE SCHOLARSHIP 1000 ASHLEY KEENAN 4907 N 140 STREET OMAHA NE 68164 NONE SCHOLARSHIP 7000 OCTOBER KOCHEN 1725 ONTARIO STREET OMAHA NE 68108 NONE SCHOLARSHIP 500 PARKER KOVAR 8229 MANDERSON CIRCLE OMAHA NE 68134 NONE SCHOLARSHIP 1000 BWE MU NA KU 5422 N 92 AVENUE OMAHA NE 68134 NONE SCHOLARSHIP 1500 PAW EH LER 7164 N 85 STREET OMAHA NE 68122 NONE SCHOLARSHIP 500 LAURA LINDSEY 1002 N 63 STREET OMAHA NE 68132 NONE SCHOLARSHIP 1000 BRAXTON LOGEMAN 11558 RAMBLERIDGE ROAD OMAHA NE 68164 NONE SCHOLARSHIP 8000 LAUREN LOPER 4847 N 162 AVENUE OMAHA NE 68118 NONE SCHOLARSHIP 6000 KENYA LOPEZ 3206 S 32 AVENUE OMAHA NE 68105 NONE SCHOLARSHIP 1250 LIZBETH LOPEZ-VASQUEZ 703 N 36 STREET OMAHA NE 68131 NONE SCHOLARSHIP 4000 MARY LOUGHRAN 5005 BURT STREET OMAHA NE 68132 NONE SCHOLARSHIP 4000 HENRY LUDWIG 7907 N 123 STREET OMAHA NE 68142 NONE SCHOLARSHIP 500 DANIEL LUTE 2414 LEWIS CLARK ROAD BELLEVUE NE 68123 NONE SCHOLARSHIP 10000 AVA MANHART 3724 GORDON STREET OMAHA NE 68105 NONE SCHOLARSHIP 7000 RENNY MAXWELL 501 S 67 STREET OMAHA NE 68106 NONE SCHOLARSHIP 5000 KENNEDY MCDOUGLE 4202 WIRT STREET OMAHA NE 68111 NONE SCHOLARSHIP 1000 MARY MCGILL 6237 UNDERWOOD AVENUE OMAHA NE 68132 NONE SCHOLARSHIP 5000 ZANDER MILLER 5426 N 186 STREET OMAHA NE 68022 NONE SCHOLARSHIP 15000 MADELINE MITCHELL 15063 FOWLER AVENUE OMAHA NE 68116 NONE SCHOLARSHIP 5000 SAMIRA MOHAMED 2239 POPPLETON AVENUE OMAHA NE 68108 NONE SCHOLARSHIP 1000 ANDREW MONZU 15356 LAFAYETTE AVENUE OMAHA NE 68154 NONE SCHOLARSHIP 10000 BA BLUT MOO 6329 N 76 STREET OMAHA NE 68134 NONE SCHOLARSHIP 5000 AUDRA MORRISON 1701 N 60 STREET OMAHA NE 68104 NONE SCHOLARSHIP 1000 PAIGE MYERS 15125 BUTLER AVENUE OMAHA NE 68116 NONE SCHOLARSHIP 11000 CHRISTIAN NEBA TAMANJI 3535 N 104 AVENUE 14 OMAHA NE 68134 NONE SCHOLARSHIP 5000 KYRA NORRIS 2031 N 55 STREET OMAHA NE 68104 NONE SCHOLARSHIP 500 CONNOR O'NEILL 7913 N 124 STREET OMAHA NE 68142 NONE SCHOLARSHIP 1250 JOSHUA OVIEDO-TINOCO 2501 E STREET OMAHA NE 68107 NONE SCHOLARSHIP 6500 WAH HSEE PAW 6317 N 63 STREET OMAHA NE 68104 NONE SCHOLARSHIP 5000 VANESSA PEREZ-DURHAM 2118 S 43 STREET OMAHA NE 68105 NONE SCHOLARSHIP 1000 DEAN POPE 19574 CONCORD LOOP COUNCIL BLUFFS IA 51503 NONE SCHOLARSHIP 10000 ELENA POSPISHIL 11523 OAK CIRCLE OMAHA NE 68144 NONE SCHOLARSHIP 7000 TIMOTHY PRESTON 5629 N 115 AVENUE CIRCLE OMAHA NE 68164 NONE SCHOLARSHIP 7000 AVA PUENTES 5501 S 56 STREET OMAHA NE 68117 NONE SCHOLARSHIP 10000 MICHAEL RIEGER-HYDAR 718 CERARVIEW LANE BELLEVUE NE 68123 NONE SCHOLARSHIP 4000 HOLLAND ROBISON 2842 S 35 STREET OMAHA NE 68105 NONE SCHOLARSHIP 7000 ROCELIE SAGAYSAY 3111 SOUTH 38 AVENUE OMAHA NE 68105 NONE SCHOLARSHIP 2000 EVALINA SAIN 109 S 51 AVENUE OMAHA NE 68132 NONE SCHOLARSHIP 4000 ASHLEY SANCHEZ-ANDDRADE 3110 S 39 STREET OMAHA NE 68105 NONE SCHOLARSHIP 2750 SEAN SIMMONS 3415 S 114 STREET OMAHA NE 68144 NONE SCHOLARSHIP 10000 EH SOE 7422 N 106 AVENUE OMAHA NE 68122 NONE SCHOLARSHIP 1250 EH THA DAH SOE 5815 SPRAGUE STREET OMAHA NE 68104 NONE SCHOLARSHIP 2000 MAKENNA SORENSEN 2654 AVENUE C COUNCIL BLUFFS IA 51501 NONE SCHOLARSHIP 10000 KALEB STAMP 17184 SPAULDING STREET OMAHA NE 68116 NONE SCHOLARSHIP 7000 PEYTON STANEK 8518 B STREET OMAHA NE 68124 NONE SCHOLARSHIP 10000 DESIREE STEFFEN 4914 CASS STREET OMAHA NE 68132 NONE SCHOLARSHIP 6000 KALLISSA TAYLOR 12332 S 29 STREET BELLEVUE NE 68123 NONE SCHOLARSHIP 1400 HAS TEW 3824 N 23 STREET OMAHA NE 68110 NONE SCHOLARSHIP 1900 CHO CHO THAN 3119 N 50 STREET OMAHA NE 68104 NONE SCHOLARSHIP 2500 GRACE VOORHESS 4217 N 166 STREET OMAHA NE 68116 NONE SCHOLARSHIP 4000 ZIMEON WASHINGTON 3941 N 66 STREET OMAHA NE 68104 NONE SCHOLARSHIP 6000 ISAAC WEEDER 16410 MARCY STREET OMAHA NE 68118 NONE SCHOLARSHIP 6000 MACY WHITE 305 SOUTH 53 STREET OMAHA NE 68132 NONE SCHOLARSHIP 4000 ELLA WOLFF 16523 BURDETTE STREET OMAHA NE 68116 NONE SCHOLARSHIP 10000 HARRISSON YEAGER 1218 N 126 STREET OMAHA NE 68154 NONE SCHOLARSHIP 7000 373450 0 2712 436854 47220 0 0 486786 486786 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 4957 4957 0 WELLS FARGO INVESTMENT ACCOUNT 5403888 5738189 5738189 CERTIFICATES OF DEPOSIT 76829 78326 78326 BOOKKEEPING 5686 5686 0 INSURANCE 1082 1082 0 ADVERTISING/PUBLICATION 2449 2449 0 SUPPLIES 2085 2047 0 BANK CHARGES 25 25 0 DOMESTIC OCCUPATION 30 30 0 UNREALIZED GAIN (LOSS) ON INVESTMENT 245949 DEFERRED EXCISE TAX ON CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS 1461 REFUND OF PRIOR YEAR SCHOLARSHIPS 3911 ROUNDING 4 EXCISE TAX PAYABLE 1028 14 DEFERRED EXCISE TAX PAYABLE 4880 3419 INTERFUND PAYABLES 16250 12400 EXCISE TAX 6540 6540 0