Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Oechsle Family Foundation Inc
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

20-4852371
B Telephone number (see instructions)

(800) 839-1754
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$64,674,237J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 18,121,341
2 Check bullet.............
3 Interest on savings and temporary cash investments 668 668  
4 Dividends and interest from securities... 679,033 679,033  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 967,170
b Gross sales price for all assets on line 6a 16,220,446
7 Capital gain net income (from Part IV, line 2)... 967,170
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 334 334  
12 Total. Add lines 1 through 11........ 19,768,546 1,647,205  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 300 0 0 300
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 192,545 192,545    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 69,574 1,591    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 70,093     70,093
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 332,512 194,136 0 70,393
25 Contributions, gifts, grants paid....... 1,545,000 1,545,000
26 Total expenses and disbursements. Add lines 24 and 25 1,877,512 194,136 0 1,615,393
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 17,891,034
b Net investment income (if negative, enter -0-) 1,453,069
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 565,741 914,738 914,738
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   6,211    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet45,492
Less: allowance for doubtful accounts bullet   45,492 Click to see attachment45,492 45,492
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,273,939 Click to see attachment1,372,051 1,423,603
b Investments—corporate stock (attach schedule)....... 33,487,799 Click to see attachment50,871,431 61,459,621
c Investments—corporate bonds (attach schedule)....... 714,336 Click to see attachment780,840 830,783
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 36,093,518 53,984,552 64,674,237
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 36,093,518 53,984,552
29 Total net assets or fund balances (see instructions)..... 36,093,518 53,984,552
30 Total liabilities and net assets/fund balances (see instructions). 36,093,518 53,984,552
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
36,093,518
2
Enter amount from Part I, line 27a .....................
2
17,891,034
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
53,984,552
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
53,984,552
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 16,220,446   15,253,276 967,170
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       967,170
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 967,170
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 20,198
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 20,198
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 20,198
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 14,086
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,360
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,446
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 248
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet248 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Tyler BuntonClick to see attachment Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    William O BuntonClick to see attachment Dir*
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Linda OechsleClick to see attachment Dir, Sec, VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Martina Oechsle-VasconcellesClick to see attachment Dir, Pres, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Alexander O VasconcellesClick to see attachment Dir*
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Oliver M VasconcellesClick to see attachment Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Morgan Stanley Investment MGMT 192,545
    112 Worcester Street
    WELLESLEY,MA02481
    Foundation Source Administrative SRVCS 69,854
    55 Walls Drive 3rd Fl
    Fairfield,CT06824
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    40,426,498
    b
    Average of monthly cash balances.......................
    1b
    902,235
    c
    Fair market value of all other assets (see instructions)................
    1c
    45,492
    d
    Total (add lines 1a, b, and c).........................
    1d
    41,374,225
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    41,374,225
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    620,613
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    40,753,612
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,037,681
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,037,681
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    20,198
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    20,198
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,017,483
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,017,483
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,017,483
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,615,393
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,615,393
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,615,393
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 2,017,483
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 1,513,936
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,615,393
    a Applied to 2019, but not more than line 2a 1,513,936
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 101,457
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		1,916,026
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALL OUR KIN INC
    414 A CHAPEL ST STE 100
    NEW HAVEN,CT06511     		N/A PC General & Unrestricted 100,000
    ALLIANCE FOR EARLY SUCCESS
    519 SW BLVD
    KANSAS CITY,KS64108     		N/A PC General & Unrestricted 30,000
    ALLIANCE FOR GLOBAL JUSTICE
    225 E 26TH ST STE 1
    TUCSON,AZ85713     		N/A PC The Movement for Black Lives 25,000
    AMERICAN CANCER SOCIETY
    3 SPEEN ST STE 250
    FRAMINGHAM,MA01701     		N/A PC General & Unrestricted 40,000
    AMERICAN CANCER SOCIETY INC
    5 SCHIBER COURT BLDG A
    MARYVILLE,IL62062     		N/A PC American Cancer Society Northwestern University Relay for Life 25,000
    COLD SPRING SCHOOL INC
    263 CHAPEL ST
    NEW HAVEN,CT06513     		N/A PC Financial Aid Program 75,000
    COMMUNITY FOUNDATION FOR GREATER NEW HAVEN
    70 AUDUBON ST
    NEW HAVEN,CT06510     		N/A PC COVID-19 Community Fund, focusing on health and/or mental health in disadvantaged populations and youth Programs 175,000
    CONCEPTS FOR ADAPTIVE LEARNING INC
    PO BOX 8265
    NEW HAVEN,CT06530     		N/A PC To support a full-time staff person for the Tech for Teens and Digital Literacy for Early Learners programs 40,000
    FEAST INC
    3655 S GRAND AVE STE
    LOS ANGELES,CA90007     		N/A PC General & Unrestricted 30,000
    FOUNDATION FOR METROWEST INC
    3 ELIOT ST
    NATICK,MA01760     		N/A PC Covid-19 emergency fund for Boys and Girls Clubs of Metrowest, Waltham Boys and Girls Club, Waltham Family School and the Foundation for Metrowest Fund 125,000
    GOOD SHEPHERD FOOD BANK
    3121 HOTEL RD
    AUBURN,ME04210     		N/A PC General & Unrestricted 35,000
    HIGHER HEIGHTS YOUTH EMPOWERMENT PROGRAMS INC
    157 CHURCH ST 19TH FL STE 2
    NEW HAVEN,CT06510     		N/A PC Expansion of the College Access Program 30,000
    HOPE AND COMFORT INC
    HOPE AND COMFORT 659 HIGHLAND AVENU
    NEEDHAM,MA02494     		N/A PC General & Unrestricted 75,000
    NEIGHBORHOOD MUSIC SCHOOL INC
    100 AUDUBON ST
    NEW HAVEN,CT06510     		N/A PC General & Unrestricted 25,000
    NEW HAVEN LAND TRUST INCORPORATED
    817 GRAND AVE STE 102
    NEW HAVEN,CT06511     		N/A PC Supporting/expanding the Farm-Based Wellness Program and/or the Growing Entrepreneurs Program 50,000
    NEW HAVEN LEGAL ASSISTANCE ASSOCIATION INC
    205 ORANGE ST
    NEW HAVEN,CT06510     		N/A PC General & Unrestricted 100,000
    NEW REACH INC
    153 E ST
    NEW HAVEN,CT06511     		N/A PC Expansion of Stable Families Program in Bridgeport 110,000
    NORTH HILL COMMUNITIES INC
    865 CENTRAL AVE
    NEEDHAM,MA02492     		N/A SO II Team Member Support Fund 10,000
    NORTHWESTERN UNIVERSITY
    1201 DAVIS ST 3RD FL
    EVANSTON,IL60208     		N/A PC Craig T. Gallanis Scholarship Fund 75,000
    PARTNERS HEALTHCARE SYSTEM INC
    399 REVOLUTION DR STE 645
    SOMERVILLE,MA02145     		N/A PC Palliative Care Service Education and Training Program at Newton-Wellesley Hospital 50,000
    THE NATIONAL ALLIANCE TO END HOMELESSNESS INCORPOR
    1518 K ST NW 2ND FL
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 50,000
    THE PARMENTER FOUNDATION INC
    260 BOSTON POST RD STE 5
    WAYLAND,MA01778     		N/A PC General & Unrestricted 100,000
    UNIVERSITY OF SOUTHERN CALIFORNIA
    3551 TROUSDALE PKWY ADM 160
    LOS ANGELES,CA90089     		N/A PC Vasconcelles Family Fund for Student Intern Support Scholarship Fund 25,000
    VINFEN CORPORATION
    950 CAMBRIDGE ST
    CAMBRIDGE,MA02141     		N/A PC General & Unrestricted 75,000
    WOMENS LUNCH PLACE INC
    PO BOX 170900
    BOSTON,MA02117     		N/A PC General & Unrestricted 70,000
    Total .................................bullet 3a 1,545,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 668  
    4 Dividends and interest from securities....     14 679,033  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 967,170  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCLASS ACTION LAWSUIT PROCEEDS     		    01 163  
    bBANK CHARGE REFUND     01 171  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,647,205  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,647,205
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    Oechsle Family Foundation Inc
     
    Employer identification number

    20-4852371
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Oechsle Family Foundation Inc
          		Employer identification number
    20-4852371
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Walter Oechsle Administrative Trust
    19 Hundreds Circle
     
    Wellesley, MA02481

    		$ 18,121,341


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    Oechsle Family Foundation Inc
          		Employer identification number

    20-4852371
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 RYDEX INVERSE NASDAQ 100 2X STRAT CL H RYVNX, 1.615 sh. $ 118 2020-11-02
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 RYDEX DYNAMIC FDS, DYNAMIC OTC FUND H C RYVYX, 14088.29 sh. $ 3,798,767 2020-11-02
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ISHARES SILVER TRUST SLV, 10000 sh. $ 222,650 2020-11-02
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TESLA MOTORS INC TSLA, 7500 sh. $ 2,997,300 2020-11-02
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 APPLE INC AAPL, 8000 sh. $ 872,000 2020-11-02
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 CITIGROUP INC C, 8000 sh. $ 335,480 2020-11-02
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Oechsle Family Foundation Inc
          		Employer identification number

    20-4852371
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 DELL TECHNOLOGIES INC CLASS C DELL, 401 sh. $ 24,365 2020-11-02
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 FIDELITY INTL CAP APPRECIATION FUND FIVFX, 44423.561 sh. $ 1,101,704 2020-11-02
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 FIDELITY 500 INDEX FUND FXAIX, 32600.655 sh. $ 3,746,141 2020-11-02
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SPDR GOLD SHARES GLD, 1000 sh. $ 177,530 2020-11-02
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 TEXAS INSTRUMENTS INC TXN, 1000 sh. $ 147,625 2020-11-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SPDR GOLD SHARES GLD, 1000 sh. $ 178,845 2020-11-03
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    Oechsle Family Foundation Inc
          		Employer identification number

    20-4852371
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 RYDEX DYNAMIC FDS, DYNAMIC OTC FUND H C RYVYX, 9425.296 sh. $ 2,630,223 2020-11-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 RYDEX INVERSE NASDAQ 100 2X STRAT CL H RYVNX, 0.449 sh. $ 34 2020-11-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 ISHARES SILVER TRUST SLV, 4000 sh. $ 90,060 2020-11-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 FIDELITY 500 INDEX FUND FXAIX, 5518.658 sh. $ 645,407 2020-11-03
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Oechsle Family Foundation Inc
          		Employer identification number

    20-4852371
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 CompensationExplanation
    Name:
    Oechsle Family Foundation Inc
    EIN:
    20-4852371
    Person Name Explanation
    William O Bunton * Removed from the position in 2020
    Alexander O Vasconcelles * Removed from the Position in 2020

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    Oechsle Family Foundation Inc
    EIN:
    20-4852371
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Oechsle Family Foundation Inc
    EIN:
    20-4852371
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK AMER CORP MTN - 2.884% - 65,411 68,083
    CITIGROUP INC NOTE - 3.668% - 63,858 68,251
    COMCAST CORP NOTE - 4.150% - 1 64,516 68,615
    CVS CAREMARK CORP NOTE - 4.300 71,656 73,778
    ENTERPRISE PRODUCTS OPERTATING 43,579 47,885
    GE CAP CORP NTS - 5.875% - 01/ 44,303 50,089
    GOLDMAN SACHS - 3.800% - 03/15 65,509 67,035
    JP MORGAN CHASE BANK - 4.203% 85,001 90,544
    MICROSOFT CORP - 4.250% - 02/0 78,716 90,488
    SHELL INT'L FINANCE - 2.875% - 64,947 68,570
    VERIZON COMMUNICATIONS INC - 4 68,434 68,364
    WELLS FARGO &CO MTN - 3.584% - 64,910 69,081

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Oechsle Family Foundation Inc
    EIN:
    20-4852371
    Name of Stock End of Year Book Value End of Year Fair Market Value
    21VIANET GROUP INC 14,545 20,883
    2U INC 15,772 18,165
    ABBVIE INC 17,583 18,644
    ACADIA PHARMACEUTICALS INC 50,211 50,680
    ACUITY BRANDS INC 18,863 18,890
    ADAPTEC, INC 33,678 42,278
    ADDUS HOMECARE CORP 12,124 20,022
    ADIDAS AG 39,326 46,296
    ADOBE SYSTEMS, INC 45,327 77,519
    ADVANCE AUTO PARTS INC 11,014 21,579
    ADVANCED DRAINAGE SYSTEMS INC 12,906 27,999
    ADYEN N.V. 14,876 42,456
    AERCAP HOLDING N.V 7,444 8,113
    AFLAC INC 15,042 17,076
    AGIOS PHARMACEUTICALS INC 47,471 40,730
    AIA GROUP LTD ADR 58,317 68,242
    AIRBUS GROUP 25,831 20,982
    AKAMAI TECH COM STK 18,455 22,153
    ALASKA AIR GROUP INC 32,872 37,440
    ALBEMARLE CP 16,640 27,291
    ALCON INC 33,549 37,147
    ALEXION PHARMACEUTICALS, INC 22,251 30,467
    ALIBABA GROUP HOLDING LTD 39,350 50,502
    ALLEGION PLC 34,443 36,427
    ALLISON TRANMISSION HOLDINGS 7,456 8,152
    ALLSTATE CORP 70,527 76,841
    ALLY FINANCIAL INC 11,348 12,053
    ALPHABET INC CL A 80,918 115,674
    AMADEUS IT HLDS SA 37,759 41,252
    AMAZON COM 135,612 234,499
    AMEDISYS INC - COMMON STOCK 38,120 73,626
    AMER INTERNATIONAL GROUP INC 105,545 100,821
    AMERICA'S CAR-MART, INC 14,177 15,597
    AMERISOURCEBERGEN CORP 23,291 26,200
    AMGEN INC 40,496 43,685
    ANTERO MIDSTREAM CORPORATION 11,039 13,230
    ANTHEM INC 39,704 48,806
    APPLE INC 938,791 1,228,179
    APPLIED MATERIALS INC 20,517 37,023
    APTIV PLC 6,441 16,938
    ARCHER DANIELS MDLND 59,406 69,919
    ARCUS BIOSCIENCES 10,929 9,527
    ARENA PHARMACEUTICALS, INC. 33,253 39,644
    ASML HOLDING NV NY REG SHS 43,769 72,183
    AT&T, INC 76,279 62,668
    ATHENE HOLDING LTD 46,750 52,329
    ATLAS COPCO AB A SHS ADR 22,242 21,964
    ATLASSIAN CORP PLC 24,126 29,935
    AUTOZONE INC 38,174 39,120
    AVATAR HOLDINGS INC. 12,613 21,281
    AVERY DENNISON CORP 41,704 58,632
    AVIS BUDGET GROUP INC 19,535 24,954
    AZUL SA 11,258 9,265
    BADGER METER, INC 15,311 24,926
    BALL CP 24,879 38,111
    BANCO DO BRASIL S A SPONSORED 24,371 15,841
    BANCO ITAU HOLDING FINANCIERA 10,899 8,416
    BANCORPSOUTH BANK 23,108 21,705
    BANK OF AMERICA CORP 68,171 67,743
    BANKUNITED, INC 22,256 24,242
    BECTON DICKINSON & CO 42,696 44,039
    BERKSHIRE HATHAWAY INC. CLASS 80,417 86,488
    BEST BUY INC 13,570 20,756
    BEYOND MEAT INC 15,164 11,375
    BIDVEST GROUP LTD (ADR) 8,588 7,373
    BILIBILI INC. 8,136 20,659
    BIOMARIN PHARMACEUTICAL INC 13,297 15,784
    BIOTELEMETRY INC 17,558 29,192
    BLACKROCK EVENT DRIVEN EQUITY 1,113,078 1,119,194
    BLUEBIRD BIO INC 23,680 16,486
    BOEING CO 26,912 28,898
    BRIGHT HORIZONS FAMILY SOLUTIO 40,421 48,610
    BRIGHTHOUSE FINANCIAL INC 16,854 20,133
    BROADCOM INC 43,891 79,689
    BRUKER CORPORATION 44,024 50,341
    BUDWEISER BREWING COMPANY APAC 10,523 10,072
    BURBERRY GROUP PLC 33,123 30,307
    CACTUS, INC. CLASS A 10,524 11,445
    CADENCE BANCORPORATION 17,183 24,318
    CANADIAN NATURAL RESOURCES LTD 10,778 14,406
    CARDINAL HEALTH INC 59,428 62,879
    CARDIOVASCULAR SYSTEMS, INC. 10,932 12,997
    CARDLYTICS 25,379 67,816
    CATERPILLAR INC 70,207 101,567
    CAVCO INDS INC DEL 8,540 10,527
    CELLNEX TELECOM ADR 13,833 14,343
    CENTERPOINT ENERGY 16,114 18,416
    CHARLES SCHWAB CORP 60,310 84,334
    CHEGG INC 13,969 18,518
    CHEMICAL AND MINING CO OF CHIL 7,180 12,616
    CHILDREN'S PLACE 17,758 28,958
    CHINA GAS HOLDINGS LTD 15,652 15,272
    CHINA NATIONAL BUILDING 15,517 20,485
    CHOICE HOTELS INTERNATIONAL IN 24,134 30,738
    CHUBB LIMITED 46,102 49,562
    CHURCH & DWIGHT 39,762 51,989
    CIGNA CORPORATION 107,505 123,659
    CINTAS CRP 24,982 36,406
    CIRRUS LOGIC INC 17,826 20,303
    CISCO SYSTEMS INC 127,636 131,789
    CITIGROUP INC 375,292 530,584
    CLEARWAY ENERGY, INC. CLASS C 17,267 26,087
    COCA COLA EUROPEAN PARTNERS PL 21,675 27,656
    COGENT COMMUNICATIONS GROUP, I 24,062 20,535
    COGNIZANT TECHNOLOGY SOLUTIONS 54,134 77,689
    COLUMBIA SPORTSWEAR CO 20,374 20,272
    COMCAST CORP 71,901 101,761
    COMMSCOPE HOLDING COMPANY INC 23,179 28,864
    CONAGRA FOODS INC 51,719 66,573
    CONOCOPHILLIPS 145,296 119,450
    CONSTELLATION BRANDS INC 29,709 38,553
    CORESITE REALTY CORPORATION 33,335 35,454
    COSTCO WHOLESALE CORPORATION 37,040 60,662
    CRA QUALIFIED INVESTMENT FD 1,784,565 1,813,994
    CRACKER BARREL OLD COUNTRY STO 20,582 20,711
    CRH PLC - AMERICAN DEPOSITARY 13,509 16,010
    CUMMINS INC 12,543 17,260
    CVS CAREMARK CORP 103,892 111,397
    DARLING INGREDIENTS INC 18,709 30,628
    DEERE CO 29,074 46,277
    DELL TECHNOLOGIES INC CLASS C 24,365 29,389
    DINEEQUITY INC 23,229 19,024
    DISCOVER FINL SVCS COM 68,620 74,597
    DOCUSIGN INC 13,905 15,561
    DOUGLAS EMMETT INC 33,012 24,103
    DOVER CORP 15,343 18,433
    DU PONT DE NEMOURS 97,010 119,109
    EATON CORP PLC 22,050 32,558
    EATON VANCE GLOBAL MACRO ABSOL 440,701 435,997
    ECOLAB INC 45,810 61,446
    EDISON INTL 99,682 98,879
    EDITAS MEDICINE INC 25,651 35,616
    EDP-ELECTRICIDADE DE PORTUGAL 33,489 47,326
    ELASTIC NV 18,380 40,186
    ENCORE CAPITAL GROUP INC 20,031 17,995
    ENPHASE ENERGY ORD SHS 6,656 23,864
    EQT CORPORATION 17,664 14,261
    EQUINIX, INC 14,748 24,282
    EQUITY RESIDENTIAL PPTYS TR 91,124 73,092
    ERSTE BK DER OEST SP 12,346 10,112
    EVERCORE PARTNERS INC 26,113 41,115
    EVEREST RE GROUP LTD 26,491 25,048
    F M C CP 12,541 14,711
    FACEBOOK INC 69,439 122,922
    FANUC LIMITED UNSPONSORED 35,265 44,220
    FIDELITY 500 INDEX FUND 4,413,885 4,984,909
    FIDELITY INTL CAP APPRECIATION 1,117,475 1,246,461
    FIDELITY NATIONAL INFORMATION 26,236 30,414
    FIFTH THIRD BANCORP 12,310 17,865
    FIVE BELOW INC 45,491 71,567
    FIVE9 INC 27,861 33,659
    FLOOR AND DECOR HOLDINGS 28,987 53,760
    FRANKLIN ELECTRIC CO., INC 15,625 20,071
    FREEPORT-MCMORAN COPPER & GOLD 12,722 15,456
    GEN DYNAMICS CP 10,916 10,715
    GIVAUDAN SA UNSP/ADR 24,358 35,471
    GLAXOSMITHKLINE PLC 20,164 17,002
    GOLDMAN SACHS GROUP 21,087 22,679
    GRAINGER W W INC 21,132 28,992
    GRUPO FIN ADR 10,268 10,612
    HANNON ARMSTRONG SUST INFRAST 10,536 16,048
    HARLEY DAVIDSON INC 14,106 18,754
    HDFC BANK LTD ADR 63,953 74,717
    HOME DEPOT INC 17,729 28,953
    HONEYWELL INTL 83,217 95,928
    HORIZON PHARMA PLC 32,559 47,986
    HOWMET AEROSPACE ORD SHS 15,145 22,318
    HOYA CORP SPONS ADR 23,943 37,057
    HUB GROUP, INC 9,978 11,229
    HUNTINGTON BANCSHARES INC 17,506 22,545
    HUNTINGTON INGALLS INDUSTRIES 10,055 8,183
    HYATT HOTELS CORP 49,402 48,040
    IAA INC 23,831 28,461
    ICON PLC - AMERICAN DEPOSITARY 26,012 33,537
    IGM BIOSCIENCES ORD SHS 6,859 5,562
    IHS MARKIT LTD 20,555 32,069
    INDUSTRIA DE DISENO 24,494 25,231
    INDUSTRIAL & COM UNSP/ADR 35,757 31,026
    INFOSYS TECH LTD SPD ADR 13,508 23,442
    INNOVATIVE INDUSTRIAL PROPERTI 17,697 25,272
    INPHI CORPORATION 22,214 38,513
    INTEL CORP 55,858 66,560
    INTERSECT ENT INC 17,231 15,137
    IQ HEDGE MULTI-STRATEGY TRACKE 1,107,668 1,146,063
    IRHYTHM TECHNOLOGIES INC 20,735 50,289
    IROBOT CORPORATION 34,408 37,174
    ISHARES BARCLAYS SHORT TREASUR 1,148,801 1,145,312
    ISHARES INC ISHARES MSCI EM ES 1,193,465 1,478,745
    ISHARES MSCI KLD 400 SOCIAL IN 3,295,612 4,156,902
    ISHARES SILVER TRUST 312,710 343,980
    ISHARES TRUST ISHARES MSCI EAF 2,056,829 2,301,489
    JD.COM, INC 18,446 18,986
    JOHN HANCOCK SEAPORT FUND CL I 722,171 796,017
    JOHNSON & JOHNSON 132,157 154,705
    JP MORGAN CHASE 55,275 72,938
    JUST EAT TAKEAWAY COM NV 27,826 31,012
    KANSAS CITY SOUTHERN 19,340 31,028
    KAO CORP 33,011 31,837
    KBC GROUP SA UNSP ADR 18,477 19,434
    KEMPER CORP 25,931 26,737
    KEYCORP CAPITAL B 8.25% CORP B 14,282 17,337
    KINROSS GOLD CORP 7,738 8,654
    KLA TENCOR CORP 15,680 23,302
    L'OREAL ADR 31,232 40,740
    LABORATORY CORP AMER HLDGS 42,334 58,012
    LAM RESEARCH CORP 27,400 45,810
    LAMB WESTON HOLDINGS INC 9,257 13,307
    LANDSTAR SYSTEM 17,316 18,179
    LAS VEGAS SANDS CORP 16,825 19,251
    LEAR CORP 5,433 10,178
    LEGRAND INC 32,522 36,446
    LENNAR CORP 15,265 19,744
    LIBERTY MEDIA CORPORATION - SE 14,492 14,441
    LINDE PLC COM 39,338 51,648
    LIVE OAK BANCSHARES, INC. 10,545 11,675
    LIVEPERSON, INC. 11,703 18,669
    LKQ CORPORATION 15,321 17,232
    LOJAS RENNER ADR 6,714 7,586
    LONDON STK EXCHANGE GROUP 42,480 57,800
    LOWES COMPANIES INC 51,881 86,033
    M.D.C. HLDGS 19,375 22,259
    M/I HOMES, INC 10,978 12,135
    MARATHON PETROLEUM CORP 45,043 32,757
    MARRIOTT VACATIONS WORLDWIDE C 11,513 18,250
    MARSH AND MCLENNAN COMPANIES I 9,269 11,115
    MASTERCARD INC 44,174 61,394
    MCCORMICK & CO 36,126 46,270
    MCKESSON CORP 22,999 29,392
    MEDTRONIC PLC 36,946 40,999
    MERCADOLIBRE, INC 11,699 28,479
    MERCK & CO INC 64,181 68,876
    MERITAGE CORPORATION 17,837 16,647
    MICRON TECHNOLOGY 25,627 38,943
    MICROSOFT CORP 85,467 163,479
    MOHAWK INDS INC 23,037 25,935
    MONDELEZ INTERNATIONAL INC 59,069 70,047
    MONDI PLC ADR 10,626 12,172
    MONOTARO CO., LTD 10,572 18,458
    MONSTER BEVERAGE CORP 17,134 25,524
    MOTOROLA SOLUTIONS INC 67,005 71,595
    NASPERS LTD N SPONS ADR 13,938 19,141
    NATIONAL INSTRUMENTS CORPORATI 32,225 34,713
    NESTLE S.A 52,424 62,905
    NETEASE.COM INC COM STK 20,209 31,604
    NEVRO CORP 12,976 18,002
    NEW ORIENTAL ED & TECHNOLOGY G 12,104 18,767
    NEWMONT GOLDCORP CORPORATION 11,196 13,954
    NIDEC CORPORATION ADR 14,952 25,455
    NIKE INC-CL B 36,482 55,456
    NINTENDO CO LTD ADR UNSPON 38,353 62,725
    NORDSON CP 16,854 25,119
    NORTHROP GRUMMAN CORP 81,238 74,656
    NOVARTIS AG ADR 67,487 83,382
    NOVO NORDISK A S 33,299 41,002
    NUTANIX INC 4,180 8,924
    NVIDIA CORP 14,562 43,343
    NXP SEMICONDUCTORS 38,763 53,427
    OIL CO LUKOIL PJSC SPON ADR RE 29,056 21,944
    ON SEMICONDUCTOR 6,118 14,761
    ONEMAIN HOLDINGS INC 18,681 22,250
    ORACLE CORP 90,893 102,728
    OTIS WORLDWIDE CORP 12,972 14,456
    OVINTIV INC 18,409 27,040
    OWENS CORNING 21,308 26,668
    OXFORD INDUSTRIES 15,483 18,146
    PACIRA PHARMACEUTICALS INC 16,975 26,569
    PALO ALTO NETWORKS INC 43,800 74,987
    PARSLEY ENERGY INCORPORATED CL 16,288 19,951
    PAX WORLD HIGH YIELD BOND-IN 1,095,941 1,177,742
    PAYPAL HOLDINGS, INC 26,201 63,234
    PDC ENERGY INC 10,588 14,433
    PENTAIR INC. COM 15,162 22,829
    PEPSICO INC 33,935 43,897
    PETROLEO BRASILEIRO 9,205 12,331
    PFIZER INC 47,579 51,681
    PICC PROPERTY&CASLTY 17,830 10,599
    PILGRIMS PRIDE CORP 25,812 24,669
    PIMCO ENHANCED SHORT MATURITY 731,675 734,994
    PING AN INSURANCE GROUP ADR 23,060 23,692
    PLUG POWER INC 10,890 21,228
    PPG INDUSTRIES INC 9,214 13,557
    PREMIER INC 20,214 20,534
    PROGRESSIVE CORP OHIO 26,398 33,619
    PROSUS NV ADR 6,406 9,977
    PT BK MANDIR PRS UNSP/ADR 13,870 12,994
    PT TELEKOM. IND. TBK ADR 15,819 13,242
    QORVO INC 10,585 19,620
    QTS REALTY TRUST 20,822 19,183
    QUALCOMM INC 16,257 37,476
    RAYTHEON TECHNOLOGIES CORP 87,047 80,234
    REALOGY HOLDINGS CORP 14,480 23,629
    REDFIN CORP 14,582 20,383
    RENAISSANCERE HOLDINGS LTD 10,287 9,286
    RENEWABLE ENERGY GROUP INC 5,536 16,430
    RENTOKIL INITIAL PLC SPON ADR 28,663 35,102
    REXFORD INDUSTRIAL REALTY INC 28,857 34,033
    REYNOLDS CONSUMER PRODUCTS INC 10,421 8,892
    RITE AID CORP 27,454 22,384
    ROBERT HALF INTL INC 7,558 7,748
    ROCHE HOLDING LTD ADR 28,391 38,667
    ROPER INDUSTRIES 27,740 29,745
    RYDEX DYNAMIC FDS, DYNAMIC OTC 7,123,161 8,507,525
    RYDEX INVERSE NASDAQ 100 2X ST 152 117
    SAGE THERAPEUTICS INC 29,305 31,749
    SALESFORCE.COM 52,502 77,886
    SANGAMO BIOSCIENCES INC 10,721 14,689
    SBERBANK SPONSORED ADR 17,896 18,241
    SCHLUMBERGER LTD 10,785 12,661
    SCHNITZER STEEL INDUSTRIES, IN 8,042 12,796
    SHENZHOU INTL GROUP HOLDINGS A 17,225 24,751
    SHISEIDO CO LTD 35,679 29,868
    SHOPIFY INC 11,785 44,146
    SITEONE LANDSCAPE SUPPLY INC 32,054 56,314
    SOLAREDGE TECHNOLOGIES INC 9,440 22,019
    SPDR GOLD SHARES 356,375 356,720
    SPLUNK INC 19,307 27,692
    SPOTIFY TECHNOLOGY SA 18,243 38,389
    SS&C TECHNOLOGIES INC 15,580 21,461
    STARBUCKS CORP COM 32,025 45,894
    STEEL DYNAMICS INC 42,839 43,654
    STONECO LTD 13,948 32,309
    SYNOPSYS, INC 21,497 43,293
    T-MOBILE US INC 29,676 37,084
    TAIWAN SEMICONDUCTOR MFG CO LT 72,967 149,167
    TAPESTRY INC 12,033 22,191
    TEAMVIEWER AG 25,794 38,739
    TECHTRONIC INDS SPD ADR 22,517 39,319
    TELEFLEX INC 36,354 44,038
    TELEFONICA BRASIL, S.A 12,143 8,762
    TELEPERFORMANCE SA 25,430 36,182
    TEMENOS GROUP AG 25,095 24,500
    TENCENT HOLDINGS LIMITED 74,715 112,795
    TERNIUM S.A. ADS 11,219 16,430
    TESLA MOTORS INC 2,997,299 5,292,524
    TETRA TECH INC 18,888 26,051
    TEXAS INSTRUMENTS INC 159,417 190,227
    THE CHEFS' WAREHOUSE, INC 14,581 23,558
    THE CHEMOURS CO 31,090 38,177
    THE LOVESAC COMPANY 10,632 13,444
    THE REALREAL ORD SHS 31,848 42,754
    THERMO FISHER SCIENTIFIC INC 25,439 39,591
    THOMSON REUTERS CORPORATION 25,746 30,136
    TIAA-CREF SOCIAL CHOICE BOND F 1,801,315 1,830,836
    TJX COMPANIES INC 10,965 16,321
    TOKYO ELECTRON LTD 25,207 41,460
    TOLL BROTHERS INC 26,601 27,908
    TREX CO INC 14,836 19,758
    TRUIST FINANCIAL CORPORATION 99,843 111,821
    TRUPANION INC 29,133 60,693
    TURKIYE GARANTI BANK 7,658 8,210
    U.S. PHYSICAL THERAPY INC 13,144 11,664
    UBER 12,738 26,622
    UBS INTERNATIONAL EQUITY FUND 1,055,827 1,264,713
    ULTA SALON, COSMETICS & FRAGRA 19,178 25,557
    ULTRAGENYX PHARMACEUTICAL INC 29,288 34,469
    UMICORE SA 18,631 20,052
    UNILEVER PLC AMER 18,465 21,730
    UNION PACIFIC 7,842 16,449
    UNITED NATURAL FOODS, INC 30,019 24,019
    UNITED PARCEL SERVICE 23,888 38,564
    UNITED RENTALS INC 10,220 19,712
    UNITEDHEALTH GROUP INC 46,091 82,410
    US FOODS HOLDING CORPORATION 46,875 54,762
    USD TRONOX LTD 11,006 17,295
    VANGUARD GROWTH ETF 1,713,713 2,523,265
    VANGUARD VALUE ETF 784,298 828,675
    VARONIS SYSTEMS INC 25,639 54,155
    VERIZON COMMUNICATIONS 67,363 66,211
    VESTAS WIND SYS UNSP/ADR 22,012 30,197
    VIATRIS ORD SHS 77,781 80,432
    VISA INC 46,048 69,119
    VISTRA ENERGY CORP 22,636 21,646
    VMWARE INC 16,307 19,636
    VOYA FINANCIAL INC 27,320 32,581
    WALKER & DUNLOP INC 10,326 18,680
    WALT DISNEY HOLDINGS CO 71,294 125,558
    WASTE MANAGEMENT INC 44,149 48,469
    WEST PHARMA SVCS INC 17,066 30,881
    WESTERN ASSET MACRO OPPORTUNIT 320,449 321,749
    WESTERN ASSET SMASH SERIES C F 507,889 527,415
    WESTERN ASSET SMASH SERIES EC 972,738 994,129
    WESTERN ASSET SMASH SERIES M F 715,090 732,427
    WILLIAMS SONOMA INC 6,922 11,915
    WORKDAY INC 7,223 7,668
    WORLD WRESTLING ENT 44,911 51,702
    WORLDLINE 25,612 27,417
    WYNDHAM HOTELS & RESORTS INC C 41,178 46,423
    YAMANA GOLD INC 11,539 14,920
    YETI HOLDINGS, INC. 10,928 14,105
    YUM CHINA HOLDINGS INC 12,396 15,243
    ZENDESK INC 19,343 33,919
    ZOETIS INC 16,015 24,494

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Oechsle Family Foundation Inc
    EIN:
    20-4852371
    US Government Securities - End of Year Book Value:

    1,372,051
    US Government Securities - End of Year Fair Market Value:

    1,423,603
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 LegalFeesSchedule
    Name:
    Oechsle Family Foundation Inc
    EIN:
    20-4852371
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    General Consultations 300     300


    TY 2020 OtherExpensesSchedule
    Name:
    Oechsle Family Foundation Inc
    EIN:
    20-4852371
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 69,854     69,854
    Registered Agent Fee 178     178
    State or Local Filing Fees 61     61


    TY 2020 OtherIncomeSchedule2
    Name:
    Oechsle Family Foundation Inc
    EIN:
    20-4852371
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Class Action Lawsuit Proceeds 163 163  
    Bank charge refund 171 171  


    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 OtherNotesLoansRcvblLongSch
    Name:
    Oechsle Family Foundation Inc
    EIN:
    20-4852371

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    PETRA NAVARRO     45,492 2015-10 2025-10 PRINCIPAL AND INTEREST ON THE 1ST OF EACH MONTH 2 % NONE INVESTMENT N/A  

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Oechsle Family Foundation Inc
    EIN:
    20-4852371
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 192,545 192,545    


    TY 2020 TaxesSchedule
    Name:
    Oechsle Family Foundation Inc
    EIN:
    20-4852371
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 4,900      
    990-PF Extension for 2019 63,083      
    Foreign Tax Paid 1,591 1,591