OGE ENERGY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: OGE ENERGY FOUNDATION INC (EIN 73-6093572)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-15
IRS object ID: 202113199349109021
Schema version: 2020v4.1
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
Schedule B
Accounting Fees Schedule
All Oth Prog Rltd Investments Sch
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Notes Loans Rcvbl Long Sch
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-15T16:49:56-06:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	201 N FRANKLIN ST STE 2400	AddressLine1Txt
City	TAMPLA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33602	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	736093572	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	OGE ENERGY CORP FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% CHUCK WALWORTH	InCareOfNm
Business Name Control	OGEE	BusinessNameControlTxt
Phone	4055533622	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 321	AddressLine1Txt
City	Oklahoma City	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73101	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CHUCK WALWORTH	PersonNm
Person Title	Treasurer	PersonTitleTxt
Phone	4055533622	PhoneNum
Signature	2021-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	CHUCK	PersonFirstNm
Person Last	WALWORTH	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MELANIE A MCPEAK	PreparerPersonNm
PTIN	P01346034	PTIN
Phone	8132254800	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

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	$21,114,635	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$2,000,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$3,179	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3,179	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$399,725	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$399,725	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$696,253	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$17,413,858	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$696,253	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	-$1,858	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$1,858	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$3,097,299	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,097,299	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$10,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$5,000	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$5,000	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$52,754	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$52,754	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$18,500	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$7,840	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$7,840	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$89,094	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$57,754	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$12,840	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,240,656	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,240,656	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,329,750	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$57,754	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$2,253,496	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$767,549	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,039,545	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$197,602	CashBOYAmt
Cash EOY	$363,312	CashEOYAmt
Cash EOYFMV	$363,312	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$731,123	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$302,357	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$302,357	SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl	$0	OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY	$250,000	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$0	OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY	$7,854,246	CorporateStockBOYAmt
Corporate Stock EOY	$12,270,205	CorporateStockEOYAmt
Corporate Stock EOYFMV	$12,270,205	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$10,045,559	CorporateBondsBOYAmt
Corporate Bonds EOY	$6,053,743	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$6,053,743	CorporateBondsEOYFMVAmt
Other Investments BOY	$59,983	OtherInvestmentsBOYAmt
Other Investments EOY	$2,125,018	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,125,018	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$19,138,513	TotalAssetsBOYAmt
Total Assets EOY	$21,114,635	TotalAssetsEOYAmt
Total Assets EOYFMV	$21,114,635	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$19,138,513	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$21,114,635	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$19,138,513	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$21,114,635	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$19,138,513	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$21,114,635	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$19,138,513	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$767,549	ExcessRevenueOverExpensesAmt
Other Increases	$1,208,573	OtherIncreasesAmt
Subtotal	$21,114,635	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$21,114,635	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$17,413,858	GrossSalesPriceAmt
Cost Or Other Basis	$16,717,605	CostOrOtherBasisAmt
Gain Or Loss	$696,253	GainOrLossAmt
Gains Minus Excess Or Losses	$696,253	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$696,253	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$14,450	InvestmentIncomeExciseTaxAmt
Subtotal	$14,450	SubtotalAmt
Tax Based On Investment Income	$14,450	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$16,487	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$4,300	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$20,787	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$46	EsPenaltyAmt
Overpayment	$6,291	OverpaymentAmt
Applied To ES Tax	$6,291	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	OK	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	www.oge.com/community/OGEFoundation	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	CHUCK WALWORTH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4055533566	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 321 MC/1100	AddressLine1Txt
City	Oklahoma City	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73101	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (true)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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
SEAN TRAUSCHKE
PO Box 321	OKLAHOMA CITY	OK	73101	PRESIDENT	1.0	$0	$0	$0
CHUCK WALWORTH
PO BOX 321	OKLAHOMA CITY	OK	73101	TREASURER	1.0	$0	$0	$0
ROSE ROYAL
PO BOX 321	OKLAHOMA CITY	OK	73101	SECRETARY	1.0	$0	$0	$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BOK FINANCIAL	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 WILLIAMS CENTER	AddressLine1Txt
City	TUSLA	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	74172	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT MGMT	ServiceTypeTxt
Compensation	$52,754	CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	NONE	Description1Txt

Field	Value	IRS element (for citing)
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$17,466,844	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$625,861	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$52,189	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$18,144,894	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$18,144,894	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$272,173	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$17,872,721	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$893,636	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$893,636	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$14,450	TaxBasedOnInvestmentIncomeAmt
Total Tax	$14,450	TotalTaxAmt
Distributable Before Adj	$879,186	DistributableBeforeAdjAmt
Distributable Before Ded	$879,186	DistributableBeforeDedAmt
Distributable As Adjusted	$879,186	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,253,496	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$2,253,496	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$2,253,496	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$879,186	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2018	PriorYear1Yr
Prior Year2	2017	PriorYear2Yr
Prior Year3	2016	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$2,229,522	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,275,285	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$920,837	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$860,623	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$780,937	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$6,067,204	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,253,496	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$879,186	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,374,310	RemainingDistriFromCorpusAmt
Total Corpus	$7,441,514	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$2,229,522	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$5,211,992	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,275,285	ExcessFromYear4Amt
Excess From Year3	$920,837	ExcessFromYear3Amt
Excess From Year2	$860,623	ExcessFromYear2Amt
Excess From Year1	$780,937	ExcessFromYear1Amt
Excess From Current Year	$1,374,310	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	Sean Trauschke	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 321 MAILCODE 1100	AddressLine1Txt
City	OKLAHOMA CITY	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73101	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	4055533397	RecipientPhoneNum
Form And Info And Materials	NO SPECIFIC FORM. APPLICATION SHOULD INCLUDE IRS 501(C)(3) DETERMINATION LETTER.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	AWARDS ARE LIMITED TO ORGANIZATIONS LOCATED IN THE OKLAHOMA GAS AND ELECTRIC SERVICE AREA.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ADA REGIONAL UNITED WAY
1230A OKLAHOMA PLZ	ADA	OK	74820	NONE	PC	GENERAL SUPPORT	$11,026
ALLIED ARTS
1015 N BROADWAY AVENUE	OKLAHOMA CITY	OK	73102	NONE	PC	GENERAL SUPPORT	$115,000
BENEDICTINE COLLEGE
1020 N 2ND ST	ATCHISON	KS	66002	NONE	PC	GENERAL SUPPORT	$2,500
BROWN UNIVERSITY
2000 WEST UNIVERSITY	SILOAM SPRINGS	AR	72761	NONE	PC	GENERAL SUPPORT	$1,000
BRYAN COUNTY UNITED WAY
PO BOX 192	DURANT	OK	74702	NONE	PC	GENERAL SUPPORT	$1,641
CLASS MATTERS
2625 NW 114TH ST	OKLAHOMA CITY	OK	73120	NONE	PC	GENERAL SUPPORT	$5,000
COLBY COMMUNITY COLLEGE
1255 SOUTH RANGE	COLBY	KS	67701	NONE	PC	GENERAL SUPPORT	$1,500
CONNORS STATE COLLEGE
700 COLLEGE ROAD	WARNER	OK	74469	NONE	PC	GENERAL SUPPORT	$500
DONORSCHOOSEORG
134 WEST 37TH ST 11TH FLR	NEW YORK	NY	10018	NONE	PC	GENERAL SUPPORT	$30,000
EXECUTIVE WOMEN INTERNATIONAL OKC
PO BOX 794	OKLAHOMA CITY	OK	73101	NONE	PC	GENERAL SUPPORT	$2,500
FIRST SERVE OKC
7301 BROADWAY EXT	OKLAHOMA CITY	OK	73116	NONE	PC	GENERAL SUPPORT	$5,000
GIRL SCOUTS - WESTERN OKLAHOMA INC
6100 N ROBINSON AVENUE	OKLAHOMA CITY	OK	73118	NONE	PC	GENERAL SUPPORT	$20,000
JOHN BROWN UNIVERSITY
2000 W UNIVERSITY ST	SILOAM SPRINGS	AR	72761	NONE	PC	GENERAL SUPPORT	$500
JUNIOR ACHIEVEMENT OF OKLAHOMA INC
39947 S 103RD E AVENUE	TULSA	OK	74146	NONE	PC	GENERAL SUPPORT	$25,000
JUNIOR LEAGUE OF FORT SMITH
311 GARRISON AVE	FORT SMITH	AR	72901	NONE	PC	GENERAL SUPPORT	$5,000
LAKE AREA UNITED WAY INC
PO BOX 1612	MUSKOGEE	OK	744021612	NONE	PC	GENERAL SUPPORT	$28,714
MEALS ON WHEELS
25 W 3RD ST	EDMOND	OK	73003	NONE	PC	GENERAL SUPPORT	$250,000
MYRIAD GARDENS FOUNDATION
301 W RENO	Oklahoma City	OK	73102	NONE	PC	GENERAL SUPPORT	$25,000
NATIONAL COWBOY & WESTERN HERITAGE MUSEUM
1700 NORTHEAST 63RD STREET	Oklahoma City	OK	73111	NONE	PC	GENERAL SUPPORT	$30,000
NORTHEASTERN STATE UNIVERSITY FOUNDATION
812 N CEDAR AVENUE	Tahlequah	OK	74464	NONE	PC	GENERAL SUPPORT	$3,000
NORTHWESTERN OKLAHOMA STATE UNIVERSITY FOUNDATION
709 OKLAHOMA BLVD	Alva	OK	73717	NONE	PC	GENERAL SUPPORT	$2,500
OKLAHOMA BAPTIST UNIVERSITY
500 W UNIVERSITY OBU BOX 61275	SHAWNEE	OK	74804	NONE	PC	GENERAL SUPPORT	$1,100
OKLAHOMA CHRISTIAN UNIVERSITY
PO BOX 11000	OKLAHOMA CITY	OK	73136	NONE	PC	GENERAL SUPPORT	$2,000
OKLAHOMA CITY COMMUNITY FOUNDATION
PO BOX 1146	OKLAHOMA CITY	OK	73101	NONE	PC	GENERAL SUPPORT	$90,000
OKLAHOMA CITY ECONOMIC DEVELOPMENT FOUNDATION
123 PARK AVE	OKLAHOMA CITY	OK	73102	NONE	PC	GENERAL SUPPORT	$30,000
OKLAHOMA CITY MUSEUM OF ART
415 COUCH DRIVE	OKLAHOMA CITY	OK	73102	NONE	PC	GENERAL SUPPORT	$100,000
OKLAHOMA CITY UNIVERSITY
2501 N BLACKWELDER	OKLAHOMA CITY	OK	73106	NONE	PC	GENERAL SUPPORT	$4,500
OKLAHOMA MESSAGES PROJECT
1409 NW 150TH	EDMOND	OK	73013	NONE	PC	GENERAL SUPPORT	$5,000
OKLAHOMA STATE UNIVERSITY FOUNDATION
PO BOX 1749	STILLWATER	OK	74076	NONE	PC	GENERAL SUPPORT	$2,500
OSU FOUNDATION
400 SOUTH MONROE	STILLWATER	OK	74074	NONE	PC	GENERAL SUPPORT	$1,550
RANDALL UNIVERSITY FOUNDATION
3701 S 1-35 SERVICE ROAD	MOORE	OK	73160	NONE	PC	GENERAL SUPPORT	$800
REGIONAL FOOD BANK OF OKLAHOMA
PO BOX 270968	OKLAHOMA CITY	OK	73137	NONE	PC	GENERAL SUPPORT	$17,500
SCIENCE MUSEUM OKLAHOMA
2020 REMINGTON PLACE	OKLAHOMA CITY	OK	73111	NONE	PC	GENERAL SUPPORT	$50,000
SEMINOLE STATE COLLEGE EDUCATIONAL FOUNDATION INC
PO BOX 351	SEMINOLE	OK	74818	NONE	PC	GENERAL SUPPORT	$2,500
SOUTHWESTERN CHRISTIAN UNIVERSITY
7210 NW 39TH EXPRESSWAY	BETHANY	OK	73008	NONE	PC	GENERAL SUPPORT	$2,500
SSM HEALTH ST ANTHONY FOUNDATION
601 NW 11TH ST	OKLAHOMA CITY	OK	73103	NONE	PC	GENERAL SUPPORT	$20,000
TABOR COLLEGE
400 S JEFFERSON	HILLSBORO	KS	67063	NONE	PC	GENERAL SUPPORT	$1,000
TEACH FOR AMERICA
25 BROADWAY 12TH FLOOR	NEW YORK	NY	10004	NONE	PC	GENERAL SUPPORT	$150,000
THE FOUNDATION FOR OKLAHOMA CITY PUBLIC SCHOOLS
431 W MAIN ST STE E	OKLAHOMA CITY	OK	73102	NONE	PC	GENERAL SUPPORT	$50,000
THE NATURE CONSERVANCY
4245 N FAIRFAX DRIVE STE 100	ARLINGTON	VA	22203	NONE	PC	GENERAL SUPPORT	$25,000
TULSA AREA UNITED WAY
1430 SOUTH BOULDER	TUSLA	OK	74119	NONE	PC	GENERAL SUPPORT	$10,684
UNITED FUND OF PAULS VALLEY
100 WEST PAUL AVE	PAULS VALLEY	OK	73075	NONE	PC	GENERAL SUPPORT	$645
UNITED FUND OF WOODWARD
PO BOX 584	WOODWARD	OK	73802	NONE	PC	GENERAL SUPPORT	$1,954
UNITED WAY OF CANADIAN COUNTY
PO BOX 850097	YUKON	OK	73085	NONE	PC	GENERAL SUPPORT	$19,842
UNITED WAY OF CENTRAL OKLAHOMA
1444 NW 28TH STREET	OKLAHOMA CITY	OK	73106	NONE	PC	GENERAL SUPPORT	$870,216
UNITED WAY OF ENID
321-C WEST CHEROKEE	ENID	OK	73701	NONE	PC	GENERAL SUPPORT	$11,960
UNITED WAY OF FORT SMITH AREA INC
120 N 13TH STREET	FORT SMITH	AR	72901	NONE	PC	GENERAL SUPPORT	$23,730
UNITED WAY OF LOGAN COUNTY
PO BOX 1602	GUTHRIE	OK	73044	NONE	PC	GENERAL SUPPORT	$5,556
UNITED WAY OF NORMAN
2424 SPRINGER DRIVE	NORMAN	OK	73069	NONE	PC	GENERAL SUPPORT	$30,355
UNITED WAY OF PAYNE COUNTY
109 E NINTH AVE	STILLWATER	OK	74074	NONE	PC	GENERAL SUPPORT	$9,684
UNITED WAY OF PONCA CITY
205 NORTH SECOND STREET	PONCA CITY	OK	74601	NONE	PC	GENERAL SUPPORT	$1,619
UNITED WAY OF POTTAWATOMIE COUNTY
PO BOX 697	SHAWNEE	OK	74802	NONE	PC	GENERAL SUPPORT	$18,414
UNITED WAY OF SOUTH CENTRAL OKLAHOMA
PO BOX 323	ARDMORE	OK	73402	NONE	PC	GENERAL SUPPORT	$9,476
UNIVERSITY OF ARKANSAS FOUNDATION
535 RESEARCH CENTER BLVD 120	FAYETTEVILLE	AR	72701	NONE	PC	GENERAL SUPPORT	$2,400
UNIVERSITY OF CENTRAL OKLAHOMA
1444 NW 28TH STREET	OKLAHOMA CITY	OK	73106	NONE	PC	GENERAL SUPPORT	$150
UNIVERSITY OF OKLAHOMA FOUNDATION INC
100 TIMBERDELL ROAD	NORMAN	OK	73019	NONE	PC	GENERAL SUPPORT	$2,640
OKLAHOMA CITY BOATHOUSE FOUNDATION
725 S LINCOLN	OKLAHOMA CITY	OK	73129	none	PC	GENERAL SUPPORT	$100,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,240,656	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,179	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$399,725	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Incm Part VII		OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$696,253	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt
REBATE FR TRUSTEE FEE	01	$3,223
K-1 INCOME - OKLAHOMA ANGEL FUND II, LP	01	-$5,081

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,097,299	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,097,299	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	OKLAHOMA GAS AND ELECTRIC COMPANY	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 321	AddressLine1Txt
City	OKLAHOMA CITY	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73101	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$2,000,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEES	CategoryTxt
Amt	$10,000	Amt
Net Investment Income	$5,000	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$5,000	DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	NONE	Desc

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
VANGUARD TOT BD MKT LNDX-ADM	$0	$0
VANGUARD TOT INTL BD LNDX-ADM	$0	$0
PIMCO INC-INST	$1,011,832	$1,011,832
FEDERATED HI YLD BD-INST	$382,802	$382,802
METROPOLITAN WEST T/R BD-I	$2,025,764	$2,025,764
BAIRD AGGREGATE BD-INST	$2,061,409	$2,061,409
PIMCO INTL BD USD HEDGED-INST	$571,936	$571,936

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
DODGE & COX INTL STK FD	$766,824	$766,824
VANGUARD DEV MKTS INDX-ADM	$780,926	$780,926
DFA LARGE CAP VAL PORTF	$0	$0
OPPENHEIMER DEV MKTS	$0	$0
T ROWE PRICE NEW HORIZONS	$274,560	$274,560
MFS INTL NEW DISCOVERY-I	$787,045	$787,045
VANGUARD S/C INDEX INST	$275,242	$275,242
ISHARES RUSSELL 1000 ETF	$6,163,273	$6,163,273
INVESCO DEV MKT-RG	$658,310	$658,310
ISHARES RUSSELL 1000 L/C IDX-K	$2,287,976	$2,287,976
VANGUARD S/C VAL INDX-INST	$276,049	$276,049

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt	Listed At Cost Or FMVListedAtCostOrFMVCd
OKLAHOMA ANGEL FUND II, LP	$52,189	$52,189
CALAMOS MKT NEUTRAL INC	$846,889	$846,889	AT COST
FIRST EAGLE GLBL-I	$846,758	$846,758	AT COST
VANGUARD REIT INDX-ADM	$379,182	$379,182	AT COST

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER PROFESSIONAL EXPENSES	$7,200	$7,200
SYSTEM ANALYSIS FEES	$278	$278
SOFTWARE ADMIN FEES	$362	$362

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
REBATE FROM TRUSTEES FEE	$3,223	$3,223
K-1 INCOME: OKLAHOMA ANGEL FUND II, LP	-$5,081	-$5,081

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN ON INVESTMENTS	Desc
Amt	$1,208,573	Amt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	OKLAHOMA CITY BOATHOUSE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Loan Original	$100,000	LoanOriginalAmt
Balance Due	$0	BalanceDueAmt
Note	2011-12	NoteDt
Loan Maturity	2018-12	LoanMaturityDt
Repayment Terms	PAYABLE ON DEMAND BUT NO LATER THAN DEC. 31 2018	RepaymentTermsTxt
Interest	4.	InterestRt
Security Provided Borrower	PROMISSORY NOTE	SecurityProvidedBorrowerTxt
Loan Purpose	LOAN PROVIDED TO 501(C)(3)ORGANIZATION	LoanPurposeTxt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	TRUST SERVICE FEES	CategoryTxt
Amt	$52,754	Amt
Net Investment Income	$52,754	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAX PAYMENT	CategoryTxt
Amt	$18,500	Amt

OGE ENERGY FOUNDATION INC: Form 990PF, tax year 2020

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

US Address USAddress

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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