OEA FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OEA FOUNDATION INC (EIN 47-0488295)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-03-08
- IRS object ID
- 202220679349100617
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-08T13:12:13-06:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470387937 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'DONNELL FICENEC WILLS & FERDIG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11404 WEST DODGE ROAD SUITE 200 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681542504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470488295 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OEA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OEAF | BusinessNameControlTxt |
| Phone | 4023460400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4202 SOUTH 57 STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681171349 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LIZ REA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4023460400 | PhoneNum |
| Signature | 2022-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LIZ | PersonFirstNm |
| Person Last | REA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GERALD A WILLS | PreparerPersonNm |
| PTIN | P00103952 | PTIN |
| Phone | 4025923800 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,540,358 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,260 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,240 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,240 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $343,429 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $343,429 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $291,519 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $597,518 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $291,519 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $17,625 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $640,448 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $636,188 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,625 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,589 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,589 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $81 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $81 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,475 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,475 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,981 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,981 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,126 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,126 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $379,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $379,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $423,426 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,126 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $379,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $217,022 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $592,062 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,625 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $129,012 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,356 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,356 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $5,093,565 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,408,002 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,408,002 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,222,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,540,358 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,540,358 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,082 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,215 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $7,082 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,215 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $710,553 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,028,196 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $4,504,942 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $4,506,947 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,215,495 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,535,143 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,222,577 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,540,358 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,215,495 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $217,022 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,102,653 | OtherIncreasesAmt |
| Subtotal | $6,535,170 | SubtotalAmt |
| Other Decreases | $27 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,535,143 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 14777 EATON VANCE ENHANCED EQUITY INCOME FD II | P | 2012-02-29 | 2021-07-28 | $352,299 | $169,405 | $182,894 | $182,894 |
| 4210 EATON VANCE ENHANCE EQUITY INCOME FD II | P | 2012-02-29 | 2021-07-29 | $99,935 | $48,201 | $51,734 | $51,734 |
| 2813 EATON VANCE ENHANCED EQUITY INCOME FD II | P | 2013-05-31 | 2021-07-29 | $66,201 | $33,448 | $32,753 | $32,753 |
| 4000 EATON VANCE ENHANCED EQUITY INCOME FD | P | 2016-07-19 | 2021-07-28 | $74,995 | $54,813 | $20,182 | $20,182 |
| 8800 BLACKROCK SCIENCE & TECHNOLOGY RTS | P | 2021-06-21 | 2021-06-23 | $4,088 | $132 | $3,956 | $3,956 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $291,519 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,230 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,230 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,230 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $39 | EsPenaltyAmt |
| Tax Due | $1,509 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | OEAFOUNDATION@COX.NET | WebsiteAddressTxt |
| Individual With Books | LINDA RICHTER | IndividualWithBooksNm |
| Phone | 4023460400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4202 SOUTH 57 STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681171349 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY MOBERG | ||||||||
| 3607 CASS STREET | OMAHA | NE | 68131 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| BOB MC CUNE | ||||||||
| 106 N 55 STREET | OMAHA | NE | 68132 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| WALTA SUE DODD | ||||||||
| 3233 MADISON STREET | OMAHA | NE | 68107 | VICE-PRESIDENT | 0.50 | $0 | $0 | $0 |
| LIZ REA | ||||||||
| 12914 PACIFIC STREET | OMAHA | NE | 68154 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| SUSAN KALINA | ||||||||
| 5576 WALNUT STREET | OMAHA | NE | 68106 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| CAROL KREJCI | ||||||||
| 4420 OAK STREET | OMAHA | NE | 68105 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DOREEN JANKOVICH | ||||||||
| 509 S 51ST AVE | OMAHA | NE | 68106 | SECRETARY | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS OF $500 TO $10,000 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. | Description1Txt |
| Expenses1 | $379,300 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,878,112 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,851 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,984,963 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,984,963 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,895,189 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $294,759 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $294,759 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,230 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,230 | TotalTaxAmt |
| Distributable Before Adj | $286,529 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $17,625 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $304,154 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $304,154 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $379,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $379,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $379,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $304,154 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $165,647 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $112,532 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $148,632 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $426,811 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $379,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $304,154 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,146 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $501,957 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $501,957 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $165,647 | ExcessFromYear3Amt |
| Excess From Year2 | $112,532 | ExcessFromYear2Amt |
| Excess From Year1 | $148,632 | ExcessFromYear1Amt |
| Excess From Current Year | $75,146 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LINDA RICHTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4202 SOUTH 57 STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681171349 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4023460400 | RecipientPhoneNum |
| Recipient Email Address | OEAFOUNDATION@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | 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. SEE ATTACHED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH. THE SPECIFIC DATE CHANGES EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JASON AU | |||||||
| 4514 S 21 STREET | OMAHA | NE | 68107 | NONE | N/A | SCHOLARSHIP | $1,250 |
| JOHNNAH BAILEY | |||||||
| 4024 N 34 AVENUE | OMAHA | NE | 68111 | NONE | N/A | SCHOLARSHIP | $1,250 |
| OLIVIA BAKER | |||||||
| 5136 SEWARD STREET | OMAHA | NE | 68104 | NONE | N/A | SCHOLARSHIP | $6,000 |
| ARRYANNA BONACCI-JOHNSON | |||||||
| 4807 1/2 CHICAGO STREET | OMAHA | NE | 68132 | NONE | N/A | SCHOLARSHIP | $2,400 |
| GRETCHEN BRAAK | |||||||
| 3269 S 131 CIRCLE | OMAHA | NE | 68144 | NONE | N/A | SCHOLARSHIP | $10,000 |
| ALFREDO BRUGUERA-SANCHEZ | |||||||
| 3511 N 25 STREET | OMAHA | NE | 68111 | NONE | N/A | SCHOLARSHIP | $1,250 |
| AMYA BUHROW | |||||||
| 4114 N 194 PLAZA | OMAHA | NE | 68134 | NONE | N/A | SCHOLARSHIP | $2,500 |
| KEYANA BURRIES | |||||||
| 3926 MONROE STREET | OMAHA | NE | 68107 | NONE | N/A | SCHOLARSHIP | $500 |
| JACOB CARBEE | |||||||
| 19507 BINNEY CIRCLE | ELKHORN | NE | 68011 | NONE | N/A | SCHOLARSHIP | $7,000 |
| JONATHAN CARLSON | |||||||
| 13924 SUNRISE TERRACE LANE | COUNCIL BLUFFS | IA | 51503 | NONE | N/A | SCHOLARSHIP | $7,000 |
| MIA CLARK | |||||||
| 214 SHOREWOOD LANE | WATERLOO | NE | 68069 | NONE | N/A | SCHOLARSHIP | $6,000 |
| MACKENZIE COUGHLIN | |||||||
| 4810 LOCKWOOD CIRCLE | OMAHA | NE | 68152 | NONE | N/A | SCHOLARSHIP | $4,000 |
| KAYLA CULL | |||||||
| 14824 QUEENS DRIVE | OMAHA | NE | 68116 | NONE | N/A | SCHOLARSHIP | $500 |
| EH DAH | |||||||
| 5530 N 61 STREET | OMAHA | NE | 68104 | NONE | N/A | SCHOLARSHIP | $1,000 |
| JOHN DAWES | |||||||
| 4924 N 103 STREET | OMAHA | NE | 68134 | NONE | N/A | SCHOLARSHIP | $4,000 |
| CAROLYN DILLMAN | |||||||
| 2220 CRYSTAL CREEK DRIVE | PAPILLION | NE | 68046 | NONE | N/A | SCHOLARSHIP | $1,000 |
| HENRY EMMER | |||||||
| 2346 N 60 AVENUE | OMAHA | NE | 68104 | NONE | N/A | SCHOLARSHIP | $10,000 |
| CLARE EUTENEUER | |||||||
| 10522 LARIMORE CIRCLE | OMAHA | NE | 68134 | NONE | N/A | SCHOLARSHIP | $6,000 |
| MARISSA EYMAN | |||||||
| 13129 MASON STREET | OMAHA | NE | 68154 | NONE | N/A | SCHOLARSHIP | $1,000 |
| BENJAMIN FIALA | |||||||
| 13733 HILLSBOROUGH DRIVE | OMAHA | NE | 68164 | NONE | N/A | SCHOLARSHIP | $4,000 |
| DAISY FRIEDMAN | |||||||
| 601 S 67 STREET | OMAHA | NE | 68106 | NONE | N/A | SCHOLARSHIP | $5,500 |
| JESSICA FUERTES-DE ARCOS | |||||||
| 1921 WASHINGTON STREET | OMAHA | NE | 68107 | NONE | N/A | SCHOLARSHIP | $5,500 |
| MIA GARCIA-AMADOR | |||||||
| 2805 FORT STREET | OMAHA | NE | 68111 | NONE | N/A | SCHOLARSHIP | $4,000 |
| CORTNEY GARDNER | |||||||
| 5031 SPENCER | OMAHA | NE | 68104 | NONE | N/A | SCHOLARSHIP | $5,000 |
| MADELINE GATES | |||||||
| 4730 B STREET | OMAHA | NE | 68106 | NONE | N/A | SCHOLARSHIP | $7,000 |
| AUSTIN GOETSCHE | |||||||
| 17530 DAYTON STREET | OMAHA | NE | 68135 | NONE | N/A | SCHOLARSHIP | $10,000 |
| NANCY GONZALEZ | |||||||
| 5431 S 48 STREET | OMAHA | NE | 68117 | NONE | N/A | SCHOLARSHIP | $2,750 |
| LAUREN HARRIS | |||||||
| 4320 N 150 AVENUE | OMAHA | NE | 68116 | NONE | N/A | SCHOLARSHIP | $7,000 |
| CADE HERBERT | |||||||
| 676 DILLON DRIVE | OMAHA | NE | 68132 | NONE | N/A | SCHOLARSHIP | $6,000 |
| PHOENIX HERNANDEZ-RODRIGUEZ | |||||||
| 4715 S 14 STREET | OMAHA | NE | 68107 | NONE | N/A | SCHOLARSHIP | $4,000 |
| MILA HERSZBAUM-HARDING | |||||||
| 3828 CASTELAR STREET | OMAHA | NE | 68105 | NONE | N/A | SCHOLARSHIP | $5,000 |
| KAREN HICKEY | |||||||
| 4625 N 126 AVENUE | OMAHA | NE | 68164 | NONE | N/A | SCHOLARSHIP | $6,000 |
| EVELYN HILL | |||||||
| 4406 N 143 STREET | OMAHA | NE | 68164 | NONE | N/A | SCHOLARSHIP | $11,000 |
| JAEDEN JOHNSON | |||||||
| 2323 N 56 STREET | OMAHA | NE | 68104 | NONE | N/A | SCHOLARSHIP | $7,000 |
| RAHN JOHNSON | |||||||
| 13106 SHIRLEY | OMAHA | NE | 68144 | NONE | N/A | SCHOLARSHIP | $10,000 |
| ISABELLA KIGER-TYLER | |||||||
| 260 N 8 STREET | SPRINGFIELD | NE | 68059 | NONE | N/A | SCHOLARSHIP | $2,000 |
| ALEXANDER KIIHNE | |||||||
| 6215 CYPRESS DRIVE | OMAHA | NE | 68137 | NONE | N/A | SCHOLARSHIP | $7,000 |
| SIERRA KLEIN | |||||||
| 5017 N 113 STREET | OMAHA | NE | 68164 | NONE | N/A | SCHOLARSHIP | $500 |
| COLE KREBER | |||||||
| 5028 PARKER STREET | OMAHA | NE | 68104 | NONE | N/A | SCHOLARSHIP | $7,000 |
| HANNAH KRIEGLER | |||||||
| 16425 GRAND AVENUE | OMAHA | NE | 68116 | NONE | N/A | SCHOLARSHIP | $10,000 |
| JASON KROKAUGGER | |||||||
| 6320 S 178 STREET | OMAHA | NE | 68135 | NONE | N/A | SCHOLARSHIP | $7,000 |
| BROK LANEY | |||||||
| 406 FLEETWOOD DRIVE | PAPILLION | NE | 68133 | NONE | N/A | SCHOLARSHIP | $2,000 |
| SHEE LER | |||||||
| 7970 REDICK AVENUE | OMAHA | NE | 68122 | NONE | N/A | SCHOLARSHIP | $3,500 |
| MADELYN LICHTI | |||||||
| 8916 S 163 STREET | OMAHA | NE | 68136 | NONE | N/A | SCHOLARSHIP | $2,000 |
| ABIGAIL LOGEMAN | |||||||
| 805 S 131 STREET | OMAHA | NE | 68154 | NONE | N/A | SCHOLARSHIP | $2,400 |
| ISABELLA MAGGIO | |||||||
| 216 ELM STREET | LOUISVILLE | NE | 68037 | NONE | N/A | SCHOLARSHIP | $10,000 |
| CONNOR MAHONEY | |||||||
| 16126 R STREET | OMAHA | NE | 68135 | NONE | N/A | SCHOLARSHIP | $10,000 |
| ABIGAIL MANN | |||||||
| 18953 L STREET | OMAHA | NE | 68135 | NONE | N/A | SCHOLARSHIP | $10,000 |
| JORDAN MARTIN | |||||||
| 10930 SARATOGA PLAZA | OMAHA | NE | 68164 | NONE | N/A | SCHOLARSHIP | $5,000 |
| BIAK MAWI | |||||||
| 6962 N 87 AVENUE | OMAHA | NE | 68122 | NONE | N/A | SCHOLARSHIP | $1,500 |
| EMMA MILLER | |||||||
| 7301 N 107 AVENUE | OMAHA | NE | 68122 | NONE | N/A | SCHOLARSHIP | $20,000 |
| ELISHA MUFUNGIZI | |||||||
| 5525 S 30 STREET | OMAHA | NE | 68107 | NONE | N/A | SCHOLARSHIP | $1,500 |
| NAOMI NEVELS | |||||||
| 6650 MILITARY AVENUE 4 | OMAHA | NE | 68104 | NONE | N/A | SCHOLARSHIP | $1,000 |
| OLIVIA NIELSEN | |||||||
| 105 S 92 STREET | OMAHA | NE | 68114 | NONE | N/A | SCHOLARSHIP | $10,000 |
| MILO NORDMAN | |||||||
| 134 CORINNE AVENUE | COUNCIL BLUFFS | IA | 51503 | NONE | N/A | SCHOLARSHIP | $7,000 |
| ZACHARY OSTRANDER | |||||||
| 6724 SUNSHINE DRIVE | OMAHA | NE | 68107 | NONE | N/A | SCHOLARSHIP | $6,000 |
| KEILLY PONCE-MERIDA | |||||||
| 4912 K STREET | OMAHA | NE | 68117 | NONE | N/A | SCHOLARSHIP | $1,250 |
| ASA POSPISIL | |||||||
| 5116 PACIFIC | OMAHA | NE | 68106 | NONE | N/A | SCHOLARSHIP | $7,000 |
| SAMUEL PRIBYL | |||||||
| 115 S FALL CREEK ROAD | PAPILLION | NE | 68133 | NONE | N/A | SCHOLARSHIP | $10,000 |
| TRISTAN RAINEY | |||||||
| 5419 MARCY STREET | OMAHA | NE | 68106 | NONE | N/A | SCHOLARSHIP | $4,000 |
| EPIPHANY RIBEIRO-MURRAY | |||||||
| 6722 N 119 AVENUE | OMAHA | NE | 68164 | NONE | N/A | SCHOLARSHIP | $5,000 |
| CADEN RINN | |||||||
| 2910 N 168 AVENUE | OMAHA | NE | 68116 | NONE | N/A | SCHOLARSHIP | $1,600 |
| BENJAMIN ROLLES | |||||||
| 5236 S 49 AVENUE | OMAHA | NE | 68117 | NONE | N/A | SCHOLARSHIP | $4,000 |
| ISAAC SARMIENTO | |||||||
| 4222 DECATUR STREET | OMAHA | NE | 68111 | NONE | N/A | SCHOLARSHIP | $1,000 |
| MOO SAY | |||||||
| 6125 FOWLER AVENUE | OMAHA | NE | 68104 | NONE | N/A | SCHOLARSHIP | $4,000 |
| ALEXANDRIA SCHMIDT | |||||||
| 6215 VANE STREET | OMAHA | NE | 68152 | NONE | N/A | SCHOLARSHIP | $11,500 |
| CHRIS SCHROEDER | |||||||
| 9430 AMES AVENUE | OMAHA | NE | 68134 | NONE | N/A | SCHOLARSHIP | $5,000 |
| RAEANA SPECH | |||||||
| 12117 WESTOVER ROAD | OMAHA | NE | 68154 | NONE | N/A | SCHOLARSHIP | $4,000 |
| COLE STANEK | |||||||
| 8518 B STREET | OMAHA | NE | 68124 | NONE | N/A | SCHOLARSHIP | $6,000 |
| MACKENZIE STIRTZ | |||||||
| 8438 HANOVER STREET | OMAHA | NE | 68122 | NONE | N/A | SCHOLARSHIP | $4,000 |
| RICHARD THROCKMORTON | |||||||
| 4972 DUMFRIES CIRCLE | OMAHA | NE | 68157 | NONE | N/A | SCHOLARSHIP | $1,000 |
| KENNEDY CHEYENE TOUALI | |||||||
| 2516 N 50 STREET | OMAHA | NE | 68104 | NONE | N/A | SCHOLARSHIP | $1,250 |
| PAW THLAY WAH | |||||||
| 6918 N 65 AVENUE | OMAHA | NE | 68152 | NONE | N/A | SCHOLARSHIP | $7,000 |
| SAH DAH WIN | |||||||
| 3824 N 23 STREET | OMAHA | NE | 68110 | NONE | N/A | SCHOLARSHIP | $1,900 |
| DANILLA CENTENO ZAMORA | |||||||
| 5231 S 24 STREET 3 | OMAHA | NE | 68107 | NONE | N/A | SCHOLARSHIP | $500 |
| MOROUJ ZENBAARA | |||||||
| 4858 S 94 PLAZA E22 | OMAHA | NE | 68127 | NONE | N/A | SCHOLARSHIP | $1,000 |
| RACHEL ALEXANDER | |||||||
| 4923 N 63 STREET | OMAHA | NE | 68104 | NONE | N/A | SCHOLARSHIPSCHOLARSHIP | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $379,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,240 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $343,429 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $291,519 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $636,188 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $636,188 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST INCOME IS USED IN PAYING EXPENSES FOR SUPPORTING ACTIVITIES. |
| 4 | INVESTMENT INCOME IS USED IN PAYING OUT SCHOLARSHIPS. |
| 11 | THE OTHER INCOME IS REFUNDS OF SCHOLARSHIPS |
| 8 | PROCEEDS FROM SECURITIES SOLD ARE USED IN PAYING OUT SCHOLARSHIPS OR |
| 8 | REINVESTED |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OMAHA EDUCATION ASSOCIATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(6) | OrganizationTypeDesc |
| Relationship Description | THE PAST PRESIDENTS AND PAST VICE-PRESIDENTS OF THE AFFILIATED ORGANIZATION SERVE AS DIRECTORS OF THE OEA FOUNDATION, INC. | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $25,589 | Amt |
| Net Investment Income | $25,589 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLS FARGO INVESTMENT ACCOUNT | $5,019,576 | $6,333,627 | $6,333,627 |
| CERTIFICATES OF DEPOSIT | $73,989 | $74,375 | $74,375 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNDERPAYMENT PENALTY EXCISE TAX | Desc |
| Amt | $27 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING | $5,038 | $5,038 | $0 |
| INSURANCE | $145 | $145 | $0 |
| ADVERTISING/PUBLICATION | $3,573 | $3,573 | $0 |
| SUPPLIES | $1,225 | $1,225 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN (LOSS) ON INVESTMENT | $1,085,026 |
| ROUNDING ADJUSTMENT | $2 |
| REFUNDS OF PREVIOUSLY AWARDED SCHOLARSHIPS | $17,625 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $8,475 | Amt |
| Net Investment Income | $8,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |