OEA FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OEA FOUNDATION INC (EIN 47-0488295)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2026-02-02
- IRS object ID
- 202620339349100912
- Schema version
- 2024v5.5
- 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 Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-02T14:41:56-06:00 | ReturnTs |
| Tax Period End | 2025-08-31 | 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 STE 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 | 2024-09-01 | 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 | 4027407911 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12914 PACIFIC STREET | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LIZ REA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4023460400 | PhoneNum |
| Signature | 2026-01-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE T KELLOGG | PreparerPersonNm |
| PTIN | P00195001 | PTIN |
| Phone | 4025923800 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,962,873 | 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 | $4,624 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,712 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,712 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $436,854 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $436,854 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,220 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $813,490 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,220 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $3,973 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $491,410 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $486,786 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,973 | 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 | $4,957 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,957 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,540 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,540 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,357 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,319 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,854 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,816 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $373,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $373,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $396,304 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,816 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $373,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,106 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $463,970 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,973 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $142,050 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $146,340 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $146,340 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $18 | AcctRcvblAmt |
| Acct Rcvbl EOY | $18 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $18 | AcctRcvblEOYFMVAmt |
| Other Assets BOY | $5,480,717 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,816,515 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,816,515 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,622,767 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,962,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,962,873 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $22,158 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,833 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $22,158 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,833 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,095,079 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,439,573 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $4,505,530 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $4,507,467 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,600,609 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,947,040 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,622,767 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,962,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,600,609 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,106 | ExcessRevenueOverExpensesAmt |
| Other Increases | $251,325 | OtherIncreasesAmt |
| Subtotal | $5,947,040 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,947,040 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 5859-BLACKROCK ENHANCED GLOBAL DIVIDEND TRUST | 2019-08-27 | 2024-11-26 | $70,739 | $60,243 | $10,496 | $10,496 |
| 5796-BLACKROCK ENHANCED GLOBAL DIVIDEND TRUST | 2019-08-27 | 2025-03-03 | $70,433 | $59,595 | $10,838 | $10,838 |
| 123-BLACKROCK RESOURCES & COMMODITIES STATEGY | 2012-04-19 | 2025-03-03 | $1,202 | $1,763 | -$561 | -$561 |
| 465-BLACKROCK RESOURCES & COMMODITIES STRATEGY | 2012-06-29 | 2024-11-26 | $4,703 | $6,269 | -$1,566 | -$1,566 |
| 1835-BLACKROCK RESOURCES & COMMODITIES STATEGY | 2012-09-29 | 2025-03-03 | $17,929 | $24,739 | -$6,810 | -$6,810 |
| 1460-BLACKROCK RESOURCES & COMMODITIES STRATEGY | 2013-10-28 | 2024-11-26 | $14,766 | $17,328 | -$2,562 | -$2,562 |
| 5480-BLACKROCK ENHANCED CAP & INC FD | 2019-08-28 | 2024-11-22 | $114,712 | $84,383 | $30,329 | $30,329 |
| 11176-BLACKROCK ENHANCED EQUITY DIV TR | 2019-08-27 | 2024-11-22 | $102,953 | $98,787 | $4,166 | $4,166 |
| 5886-BLACKROCK ENHANCED EQUITY DIV TR | 2019-08-28 | 2024-11-22 | $54,222 | $51,866 | $2,356 | $2,356 |
| 8825-BLACKSTONE/GSO STRATEGIC CR FD | 2021-07-27 | 2025-08-14 | $109,349 | $123,190 | -$13,841 | -$13,841 |
| 3800-GABELLI DIV & INC TR | 2022-08-22 | 2025-08-22 | $100,077 | $85,678 | $14,399 | $14,399 |
| 152360.118-FEDERATED HERMES INSTL PRIME VALUE | 2024-10-02 | 2025-08-01 | $152,405 | $152,429 | -$24 | -$24 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,220 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,449 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,449 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,449 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,520 | 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 | $6,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $84 | EsPenaltyAmt |
| Tax Due | $13 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 $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. | Description1Txt |
| Expenses1 | $373,450 | 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 | $5,741,747 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,752 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,888,499 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,888,499 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,800,172 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $290,009 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $290,009 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,449 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,449 | TotalTaxAmt |
| Distributable Before Adj | $283,560 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,911 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $287,471 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $287,471 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $373,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $373,450 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $287,471 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $148,632 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $75,146 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $87,805 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $109,592 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $116,974 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $538,149 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $373,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $287,471 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $85,979 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $624,128 | 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 | $148,632 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $475,496 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $75,146 | ExcessFromYear4Amt |
| Excess From Year3 | $87,805 | ExcessFromYear3Amt |
| Excess From Year2 | $109,592 | ExcessFromYear2Amt |
| Excess From Year1 | $116,974 | ExcessFromYear1Amt |
| Excess From Current Year | $85,979 | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH. THE SPECIFIC DATE CHANGES EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANDREA AGUIRRE-WHITEHOUSE | ||||||
| 13319 COURTNEY DRIVE | BELLEVUE | NE | 68132 | NONE | SCHOLARSHIP | $10,000 |
| KYLIE BATSON | ||||||
| 2602 GERI DRIVE | BELLEVUE | NE | 68147 | NONE | SCHOLARSHIP | $500 |
| SYDNEY BIGGERSTAFF | ||||||
| 7155 N 163 STREET | BENNINGTON | NE | 68007 | NONE | SCHOLARSHIP | $10,000 |
| JONATHAN BLACK | ||||||
| 14643 LAUREL AVENUE | OMAHA | NE | 68116 | NONE | SCHOLARSHIP | $7,000 |
| YASSA BOULUS | ||||||
| 1015 N 34 STREET | OMAHA | NE | 68131 | NONE | SCHOLARSHIP | $1,000 |
| SOPHIA BOUMAN | ||||||
| 4905 N 103 AVENUE | OMAHA | NE | 68134 | NONE | SCHOLARSHIP | $1,000 |
| FIONA BRYANT | ||||||
| 3524 LAFAYETTE AVENUE | OMAHA | NE | 68131 | NONE | SCHOLARSHIP | $9,500 |
| ANDREW CARLSON | ||||||
| 13924 SUNRISE TERRACE LANE | COUNCIL BLUFFS | IA | 51503 | NONE | SCHOLARSHIP | $7,000 |
| MARCUS COMBS | ||||||
| 2623 CALDWELL STREET | OMAHA | NE | 68131 | NONE | SCHOLARSHIP | $7,000 |
| MILINI DRAKE | ||||||
| 3606 ORCHARD AVENUE 203 | OMAHA | NE | 68107 | NONE | SCHOLARSHIP | $1,250 |
| EMILY DUGAN | ||||||
| 2141 N 122 CIRCLE | OMAHA | NE | 68164 | NONE | SCHOLARSHIP | $6,000 |
| BENITO ESPINOSA | ||||||
| 9003 PARK DRIVE | OMAHA | NE | 68126 | NONE | SCHOLARSHIP | $2,400 |
| CHRISTOPHER ESTRADA-GOMEZ | ||||||
| 3826 EMILINE STREET | OMAHA | NE | 68147 | NONE | SCHOLARSHIP | $4,000 |
| JOHANNA FRANDEEN | ||||||
| 1744 N 127 STREET | OMAHA | NE | 68154 | NONE | SCHOLARSHIP | $500 |
| CHARLOTTE GREGOR | ||||||
| 8104 S 41 STREET | BELLEVUE | NE | 68147 | NONE | SCHOLARSHIP | $10,000 |
| MARCO GUERRERO-MIRANDA | ||||||
| 7413 ROGERS ROAD | OMAHA | NE | 68124 | NONE | SCHOLARSHIP | $500 |
| ASMINA GURUNG | ||||||
| 7315 N 90 STREET | OMAHA | NE | 68122 | NONE | SCHOLARSHIP | $2,500 |
| LEA HANSON | ||||||
| 5723 N 126 AVENUE | OMAHA | NE | 68164 | NONE | SCHOLARSHIP | $2,500 |
| ANDREW HARDY | ||||||
| 21016 BUCHANAN PARKWAY | GRETNA | NE | 68028 | NONE | SCHOLARSHIP | $10,000 |
| OWEN HAWBAKER | ||||||
| 3938 X STREET | OMAHA | NE | 68107 | NONE | SCHOLARSHIP | $4,000 |
| LOUIS HODOLY | ||||||
| 11820 JEFFERSON PLAZA | OMAHA | NE | 68137 | NONE | SCHOLARSHIP | $2,000 |
| PAW LAH HTOO | ||||||
| 5427 N 66 STREET | OMAHA | NE | 68104 | NONE | SCHOLARSHIP | $500 |
| ADISON HUFFMAN | ||||||
| 4710 N 166 STREET | OMAHA | NE | 68116 | NONE | SCHOLARSHIP | $1,000 |
| ASHLEY KEENAN | ||||||
| 4907 N 140 STREET | OMAHA | NE | 68164 | NONE | SCHOLARSHIP | $7,000 |
| OCTOBER KOCHEN | ||||||
| 1725 ONTARIO STREET | OMAHA | NE | 68108 | NONE | SCHOLARSHIP | $500 |
| PARKER KOVAR | ||||||
| 8229 MANDERSON CIRCLE | OMAHA | NE | 68134 | NONE | SCHOLARSHIP | $1,000 |
| BWE MU NA KU | ||||||
| 5422 N 92 AVENUE | OMAHA | NE | 68134 | NONE | SCHOLARSHIP | $1,500 |
| PAW EH LER | ||||||
| 7164 N 85 STREET | OMAHA | NE | 68122 | NONE | SCHOLARSHIP | $500 |
| LAURA LINDSEY | ||||||
| 1002 N 63 STREET | OMAHA | NE | 68132 | NONE | SCHOLARSHIP | $1,000 |
| BRAXTON LOGEMAN | ||||||
| 11558 RAMBLERIDGE ROAD | OMAHA | NE | 68164 | NONE | SCHOLARSHIP | $8,000 |
| LAUREN LOPER | ||||||
| 4847 N 162 AVENUE | OMAHA | NE | 68118 | NONE | SCHOLARSHIP | $6,000 |
| KENYA LOPEZ | ||||||
| 3206 S 32 AVENUE | OMAHA | NE | 68105 | NONE | SCHOLARSHIP | $1,250 |
| LIZBETH LOPEZ-VASQUEZ | ||||||
| 703 N 36 STREET | OMAHA | NE | 68131 | NONE | SCHOLARSHIP | $4,000 |
| MARY LOUGHRAN | ||||||
| 5005 BURT STREET | OMAHA | NE | 68132 | NONE | SCHOLARSHIP | $4,000 |
| HENRY LUDWIG | ||||||
| 7907 N 123 STREET | OMAHA | NE | 68142 | NONE | SCHOLARSHIP | $500 |
| DANIEL LUTE | ||||||
| 2414 LEWIS CLARK ROAD | BELLEVUE | NE | 68123 | NONE | SCHOLARSHIP | $10,000 |
| AVA MANHART | ||||||
| 3724 GORDON STREET | OMAHA | NE | 68105 | NONE | SCHOLARSHIP | $7,000 |
| RENNY MAXWELL | ||||||
| 501 S 67 STREET | OMAHA | NE | 68106 | NONE | SCHOLARSHIP | $5,000 |
| KENNEDY MCDOUGLE | ||||||
| 4202 WIRT STREET | OMAHA | NE | 68111 | NONE | SCHOLARSHIP | $1,000 |
| MARY MCGILL | ||||||
| 6237 UNDERWOOD AVENUE | OMAHA | NE | 68132 | NONE | SCHOLARSHIP | $5,000 |
| ZANDER MILLER | ||||||
| 5426 N 186 STREET | OMAHA | NE | 68022 | NONE | SCHOLARSHIP | $15,000 |
| MADELINE MITCHELL | ||||||
| 15063 FOWLER AVENUE | OMAHA | NE | 68116 | NONE | SCHOLARSHIP | $5,000 |
| SAMIRA MOHAMED | ||||||
| 2239 POPPLETON AVENUE | OMAHA | NE | 68108 | NONE | SCHOLARSHIP | $1,000 |
| ANDREW MONZU | ||||||
| 15356 LAFAYETTE AVENUE | OMAHA | NE | 68154 | NONE | SCHOLARSHIP | $10,000 |
| BA BLUT MOO | ||||||
| 6329 N 76 STREET | OMAHA | NE | 68134 | NONE | SCHOLARSHIP | $5,000 |
| AUDRA MORRISON | ||||||
| 1701 N 60 STREET | OMAHA | NE | 68104 | NONE | SCHOLARSHIP | $1,000 |
| PAIGE MYERS | ||||||
| 15125 BUTLER AVENUE | OMAHA | NE | 68116 | NONE | SCHOLARSHIP | $11,000 |
| CHRISTIAN NEBA TAMANJI | ||||||
| 3535 N 104 AVENUE 14 | OMAHA | NE | 68134 | NONE | SCHOLARSHIP | $5,000 |
| KYRA NORRIS | ||||||
| 2031 N 55 STREET | OMAHA | NE | 68104 | NONE | SCHOLARSHIP | $500 |
| CONNOR O'NEILL | ||||||
| 7913 N 124 STREET | OMAHA | NE | 68142 | NONE | SCHOLARSHIP | $1,250 |
| JOSHUA OVIEDO-TINOCO | ||||||
| 2501 E STREET | OMAHA | NE | 68107 | NONE | SCHOLARSHIP | $6,500 |
| WAH HSEE PAW | ||||||
| 6317 N 63 STREET | OMAHA | NE | 68104 | NONE | SCHOLARSHIP | $5,000 |
| VANESSA PEREZ-DURHAM | ||||||
| 2118 S 43 STREET | OMAHA | NE | 68105 | NONE | SCHOLARSHIP | $1,000 |
| DEAN POPE | ||||||
| 19574 CONCORD LOOP | COUNCIL BLUFFS | IA | 51503 | NONE | SCHOLARSHIP | $10,000 |
| ELENA POSPISHIL | ||||||
| 11523 OAK CIRCLE | OMAHA | NE | 68144 | NONE | SCHOLARSHIP | $7,000 |
| TIMOTHY PRESTON | ||||||
| 5629 N 115 AVENUE CIRCLE | OMAHA | NE | 68164 | NONE | SCHOLARSHIP | $7,000 |
| AVA PUENTES | ||||||
| 5501 S 56 STREET | OMAHA | NE | 68117 | NONE | SCHOLARSHIP | $10,000 |
| MICHAEL RIEGER-HYDAR | ||||||
| 718 CERARVIEW LANE | BELLEVUE | NE | 68123 | NONE | SCHOLARSHIP | $4,000 |
| HOLLAND ROBISON | ||||||
| 2842 S 35 STREET | OMAHA | NE | 68105 | NONE | SCHOLARSHIP | $7,000 |
| ROCELIE SAGAYSAY | ||||||
| 3111 SOUTH 38 AVENUE | OMAHA | NE | 68105 | NONE | SCHOLARSHIP | $2,000 |
| EVALINA SAIN | ||||||
| 109 S 51 AVENUE | OMAHA | NE | 68132 | NONE | SCHOLARSHIP | $4,000 |
| ASHLEY SANCHEZ-ANDDRADE | ||||||
| 3110 S 39 STREET | OMAHA | NE | 68105 | NONE | SCHOLARSHIP | $2,750 |
| SEAN SIMMONS | ||||||
| 3415 S 114 STREET | OMAHA | NE | 68144 | NONE | SCHOLARSHIP | $10,000 |
| EH SOE | ||||||
| 7422 N 106 AVENUE | OMAHA | NE | 68122 | NONE | SCHOLARSHIP | $1,250 |
| EH THA DAH SOE | ||||||
| 5815 SPRAGUE STREET | OMAHA | NE | 68104 | NONE | SCHOLARSHIP | $2,000 |
| MAKENNA SORENSEN | ||||||
| 2654 AVENUE C | COUNCIL BLUFFS | IA | 51501 | NONE | SCHOLARSHIP | $10,000 |
| KALEB STAMP | ||||||
| 17184 SPAULDING STREET | OMAHA | NE | 68116 | NONE | SCHOLARSHIP | $7,000 |
| PEYTON STANEK | ||||||
| 8518 B STREET | OMAHA | NE | 68124 | NONE | SCHOLARSHIP | $10,000 |
| DESIREE STEFFEN | ||||||
| 4914 CASS STREET | OMAHA | NE | 68132 | NONE | SCHOLARSHIP | $6,000 |
| KALLISSA TAYLOR | ||||||
| 12332 S 29 STREET | BELLEVUE | NE | 68123 | NONE | SCHOLARSHIP | $1,400 |
| HAS TEW | ||||||
| 3824 N 23 STREET | OMAHA | NE | 68110 | NONE | SCHOLARSHIP | $1,900 |
| CHO CHO THAN | ||||||
| 3119 N 50 STREET | OMAHA | NE | 68104 | NONE | SCHOLARSHIP | $2,500 |
| GRACE VOORHESS | ||||||
| 4217 N 166 STREET | OMAHA | NE | 68116 | NONE | SCHOLARSHIP | $4,000 |
| ZIMEON WASHINGTON | ||||||
| 3941 N 66 STREET | OMAHA | NE | 68104 | NONE | SCHOLARSHIP | $6,000 |
| ISAAC WEEDER | ||||||
| 16410 MARCY STREET | OMAHA | NE | 68118 | NONE | SCHOLARSHIP | $6,000 |
| MACY WHITE | ||||||
| 305 SOUTH 53 STREET | OMAHA | NE | 68132 | NONE | SCHOLARSHIP | $4,000 |
| ELLA WOLFF | ||||||
| 16523 BURDETTE STREET | OMAHA | NE | 68116 | NONE | SCHOLARSHIP | $10,000 |
| HARRISSON YEAGER | ||||||
| 1218 N 126 STREET | OMAHA | NE | 68154 | NONE | SCHOLARSHIP | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $373,450 | 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 | $2,712 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $436,854 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $47,220 | 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 | $486,786 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $486,786 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 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. |
| 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 | $4,957 | Amt |
| Net Investment Income | $4,957 | 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 | $5,403,888 | $5,738,189 | $5,738,189 |
| CERTIFICATES OF DEPOSIT | $76,829 | $78,326 | $78,326 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING | $5,686 | $5,686 | $0 |
| INSURANCE | $1,082 | $1,082 | $0 |
| ADVERTISING/PUBLICATION | $2,449 | $2,449 | $0 |
| SUPPLIES | $2,085 | $2,047 | $0 |
| BANK CHARGES | $25 | $25 | $0 |
| DOMESTIC OCCUPATION | $30 | $30 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN (LOSS) ON INVESTMENT | $245,949 |
| DEFERRED EXCISE TAX ON CHANGE IN UNREALIZED GAIN/LOSS ON INVESTMENTS | $1,461 |
| REFUND OF PRIOR YEAR SCHOLARSHIPS | $3,911 |
| ROUNDING | $4 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAX PAYABLE | $1,028 | $14 |
| DEFERRED EXCISE TAX PAYABLE | $4,880 | $3,419 |
| INTERFUND PAYABLES | $16,250 | $12,400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $6,540 | Amt |
| Net Investment Income | $6,540 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |