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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$70,707,137J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 573 573  
4 Dividends and interest from securities... 1,084,408 1,084,408  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,861,019
b Gross sales price for all assets on line 6a 50,458,669
7 Capital gain net income (from Part IV, line 2)... 20,508,382
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 -488 -488  
12 Total. Add lines 1 through 11........ 10,945,512 21,592,875  
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).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 314,168 312,148   2,020
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 285,610 1,950    
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 97,317 1,222   96,095
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 697,095 315,320   98,115
25 Contributions, gifts, grants paid....... 2,000,000 2,000,000
26 Total expenses and disbursements. Add lines 24 and 25 2,697,095 315,320   2,098,115
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,248,417
b Net investment income (if negative, enter -0-) 21,277,555
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 914,738 1,618,923 1,618,923
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet   45,492 Click to see attachment43,330 43,330
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,372,051 Click to see attachment2,151,193 2,117,244
b Investments—corporate stock (attach schedule)....... 50,871,431 Click to see attachment57,367,134 65,898,229
c Investments—corporate bonds (attach schedule)....... 780,840 Click to see attachment1,052,389 1,029,411
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) 53,984,552 62,232,969 70,707,137
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 53,984,552 62,232,969
29 Total net assets or fund balances (see instructions)..... 53,984,552 62,232,969
30 Total liabilities and net assets/fund balances (see instructions). 53,984,552 62,232,969
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
53,984,552
2
Enter amount from Part I, line 27a .....................
2
8,248,417
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
62,232,969
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
62,232,969
Form 990-PF (2021)
Form 990-PF (2021)
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 50,458,669   29,950,287 20,508,382
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       20,508,382
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 20,508,382
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 295,758
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- ..... 5 295,758
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 277,548
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 24,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 302,048
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 29
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 6,261
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet6,261 RefundedBullet 11  
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 Bunton Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Linda Oechsle Dir, Sec, VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Martina Oechsle-Vasconcelles Dir, Pres, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Oliver M Vasconcelles 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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 312,148
    112 Worchester Street
    WELLESLEY,MA02481
    Foundation Source Administrative 95,880
    55 Walls Drive 3rd Fl
    Fairfield,CT06824
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    67,532,606
    b
    Average of monthly cash balances.......................
    1b
    1,517,905
    c
    Fair market value of all other assets (see instructions)................
    1c
    43,330
    d
    Total (add lines 1a, b, and c).........................
    1d
    69,093,841
    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
    69,093,841
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,036,408
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    68,057,433
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,402,872
    Part X
    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 IX, line 6..................
    1
    3,402,872
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    295,758
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    295,758
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,107,114
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    3,107,114
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    3,107,114
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 3,107,114
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,916,026
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,098,115
    a Applied to 2020, but not more than line 2a 1,916,026
    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 2021 distributable amount..... 182,089
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021.    
    (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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		2,925,025
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AMERICAN CANCER SOCIETY
    3 SPEEN ST SUITE 250
    FRAMINGHAM,MA01701     		N/A PC Relay for Life of Charles River/Hope Lodge 30,000
    AMERICAN CANCER SOCIETY INC
    5 SCHIBER COURT BLDG A
    MARYVILLE,IL62062     		N/A PC Relay for Life/Northwestern University 30,000
    CHASE BJORK FOUNDATION INC
    PO BOX 1542
    CONCORD,MA01742     		N/A PC General & Unrestricted 50,000
    COLD SPRING SCHOOL INC
    263 CHAPEL ST
    NEW HAVEN,CT06513     		N/A PC Financial Aid Program 75,000
    COMMON COUNSEL FOUNDATION
    1624 FRANKLIN ST STE 1022
    OAKLAND,CA94612     		N/A PC Movement for Black Lives 35,000
    COMMUNITY FOUNDATION FOR GREATER NEW HAVEN
    70 AUDUBON ST
    NEW HAVEN,CT06510     		N/A PC Basic Needs Fund and Racial Equity Fund 200,000
    CONCEPTS FOR ADAPTIVE LEARNING INC
    PO BOX 8265
    NEW HAVEN,CT06530     		N/A PC To help support a full-time staff person for the Tech for Teens and Digital Literacy for Early Learners Program 40,000
    FEAST INC
    3655 SOUTH GRAND AVE SUITE
    LOS ANGELES,CA90007     		N/A PC General & Unrestricted 30,000
    FOUNDATION FOR METROWEST INC
    3 ELIOT ST
    NATICK,MA01760     		N/A PC General & Unrestricted 180,000
    GATHER NEW HAVEN
    470 JAMES ST 007
    NEW HAVEN,CT06513     		N/A PC General & Unrestricted 75,000
    GOOD SHEPHERD FOOD BANK
    3121 HOTEL RD
    AUBURN,ME04210     		N/A PC Campaign to End Hunger in Maine 35,000
    HIGHER HEIGHTS YOUTH EMPOWERMENT PROGRAMS INC
    157 CHURCH ST 19THFL
    NEW HAVEN,CT06510     		N/A PC College Access Program 40,000
    HOPE AND COMFORT INC
    659 HIGHLAND AVE
    NEEDHAM,MA02494     		N/A PC General & Unrestricted 100,000
    INTEGRATED REFUGEE & IMMIGRANT SERVICES INC
    235 NICOLL ST FLOOR 2
    NEW HAVEN,CT06511     		N/A PC General & Unrestricted 50,000
    INTERNATIONAL INSTITUTE OF NEW ENGLAND INC
    2 BOYLSTON ST STE 3
    BOSTON,MA02116     		N/A PC Afghan Evacuee Fund 50,000
    MASS GENERAL BRIGHAM INCORPORATED
    399 REVOLUTION DR STE 645
    SOMERVILLE,MA02145     		N/A PC NWH Palliative Care Service Education and Training Program 50,000
    NEIGHBORHOOD MUSIC SCHOOL INC
    100 AUDUBON ST
    NEW HAVEN,CT06510     		N/A PC General & Unrestricted 25,000
    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
    NORTHWESTERN UNIVERSITY
    1201 DAVIS ST 3RD FLOOR
    EVANSTON,IL60208     		N/A PC Northwestern University Building Enhancement Fund 100,000
    NURSE FAMILY PARTNERSHIP
    1900 GRANT ST NO 400
    DENVER,CO80203     		N/A PC Child First's National Scaling Efforts 50,000
    ROCA INC
    101 PARK ST
    CHELSEA,MA02150     		N/A PC the Young Mother's program at ROCA 50,000
    THE PARMENTER FOUNDATION INC
    260 BOSTON POST RD STE 5
    WAYLAND,MA01778     		N/A PC Hospice and HeartPlay fund 100,000
    WEST HARLEM ENVIRONMENTAL ACTION INC
    1854 AMSTERDAM AVE
    NEW YORK,NY10031     		N/A PC General & Unrestricted 30,000
    WOMENS LUNCH PLACE INC
    PO BOX 170900
    BOSTON,MA02117     		N/A PC General & Unrestricted 110,000
    YOUTH GUIDANCE
    1 N LASALLE ST
    CHICAGO,IL60602     		N/A PC BAM Chicago and BAM Boston fund 125,000
    Total .................................bullet 3a 2,000,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 573  
    4 Dividends and interest from securities ....          
    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 9,861,019  
    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 20  
    bOTHER LOSS     01 -508  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   10,945,512  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    10,945,512
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

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

    TY 2021 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 2021 InvestmentsCorpBondsSchedule
    Name:
    Oechsle Family Foundation Inc
    EIN:
    20-4852371
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMAZON INC - 2.100% - 05/12/20 92,513 93,326
    BANK AMER CORP MTN - 2.884% - 95,730 93,019
    CITIGROUP INC NOTE - 3.668% - 94,702 92,816
    COMCAST CORP NOTE - 4.150% - 1 96,256 94,300
    CVS CAREMARK CORP NOTE - 4.300 95,248 92,087
    ENTERPRISE PRODUCTS OPERTATING 61,871 63,494
    GOLDMAN SACHS - 3.800% - 03/15 96,255 92,556
    JP MORGAN CHASE BANK - 4.203% 125,393 122,027
    SHELL INT'L FINANCE - 2.875% - 95,905 94,454
    VERIZON COMMUNICATIONS INC - 4 100,946 95,593
    WELLS FARGO - 3.584% - 08/05/2 97,570 95,739

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Oechsle Family Foundation Inc
    EIN:
    20-4852371
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 52,577 60,800
    ABBVIE INC 96,109 117,256
    ACCENTURE PLC 84,679 102,394
    ACTIVISION BLIZZARD INC 32,636 28,408
    ACUITY BRANDS INC 11,222 19,055
    ADIDAS AG 66,647 60,480
    ADIENT PLC 12,501 12,497
    ADOBE SYSTEMS, INC 121,236 153,106
    ADVANCE AUTO PARTS INC 20,399 42,699
    ADVANCED DRAINAGE SYSTEMS INC 13,852 19,875
    ADVANCED MEDICAL OPTICS 12,639 10,126
    ADYEN N.V. 34,038 38,559
    AIA GROUP LTD ADR 63,055 51,690
    AIRBUS GROUP 56,780 58,810
    AKAMAI TECH COM STK 17,913 20,716
    ALASKA AIR GROUP INC 22,525 22,351
    ALBANY INTERNATIONAL CORP 32,924 35,292
    ALBEMARLE CP 25,966 40,910
    ALCON INC 100,342 129,547
    ALIBABA GROUP HOLDING LTD 80,515 48,704
    ALLEGION PLC 35,847 36,289
    ALLIANCEBERNSTEIN SELECT US LO 1,179,908 1,113,111
    ALPHABET INC CL A 153,899 298,395
    AMADEUS IT HLDS SA 62,768 62,370
    AMAZON COM 243,171 323,431
    AMER INTERNATIONAL GROUP INC 12,765 18,081
    AMEREN CORPORATION 24,591 26,080
    AMERICAN ELECTRIC POWER INC 25,358 25,534
    AMERICAN TOWER REIT INC 220,826 256,523
    AMERICOLD REALTY TRUST 24,617 27,708
    AMERISOURCEBERGEN CORP 24,203 33,887
    AMN HEALTHCARE SERVICES INC 20,366 25,567
    AMYRIS, INC. 8,746 5,405
    ANALOG DEVICES INC 101,162 112,141
    ANGLO AM PLC ADR 14,008 13,727
    ANSYS INC 24,691 29,683
    ANTERO MIDSTREAM CORPORATION 17,205 18,924
    APARTMENT INCOME REIT CORP 35,811 39,308
    APPLE INC 89,713 129,449
    APPLIED MATERIALS INC 27,391 54,604
    APTIV PLC 23,208 40,743
    ARCHROCK INC 16,668 12,888
    ARROW ELECTRONICS INC 37,158 44,846
    ASML HOLDING NV NY REG SHS 88,918 171,966
    AT&T, INC 18,431 16,236
    ATHENE HOLDING LTD 18,568 35,582
    ATLAS COPCO AB A SHS ADR 65,046 80,954
    ATLASSIAN CORP PLC 70,851 122,775
    ATRICURE, INC. 6,274 5,284
    AUTODESK, INC 64,494 68,610
    AUTOMATIC DATA PROCESSING INC 43,645 52,028
    AUTOZONE INC 67,959 119,494
    AVALONBAY CMNTYS INC 24,662 27,280
    AVATAR HOLDINGS INC. 30,691 54,529
    AVERY DENNISON CORP 24,884 25,555
    AXALTA COATING SYSTEMS LTD 39,712 43,785
    BADGER METER, INC 29,509 32,820
    BANCO DO BRASIL S A SPONSORED 30,620 16,336
    BANK OF AMERICA CORP 141,904 181,297
    BECTON DICKINSON & CO 30,903 30,681
    BERKSHIRE HATHAWAY INC. CLASS 90,441 121,992
    BEST BUY INC 18,793 16,967
    BILIBILI INC. 15,451 14,338
    BIO RAD LABS INC CL A 66,328 87,646
    BIOMARIN PHARMACEUTICAL INC 17,713 20,674
    BLACK KNIGHT, INC 25,855 28,680
    BLACKROCK EVENT DRIVEN EQUITY 2,065,850 2,056,023
    BLOCK INC 58,391 44,738
    BNP PARIBAS SPONS ADR 79,284 79,843
    BOISE CASCADE COMPANY 12,011 14,454
    BORG WARNER INC 19,511 19,515
    BOSTON PPTYS INC 18,170 19,811
    BOX INC 41,697 42,323
    BOYD GAMING CORP 12,796 12,655
    BRIGHT HORIZONS FAMILY SOLUTIO 24,690 19,637
    BRISTOL-MYERS SQUIBB CO 69,732 64,408
    BROADCOM INC 57,221 121,105
    BRUKER CORPORATION 21,247 32,557
    BUDWEISER BREWING COMPANY APAC 21,579 17,672
    BUILDERS FIRST SOURCE INC 24,441 29,741
    BUNGE LTD 12,955 14,844
    BURBERRY GROUP PLC 52,302 49,120
    CABOT CP 12,927 13,825
    CADENCE BANCORPORATION 6,377 5,988
    CADENCE DESIGN SYSTEMS INC 53,098 76,404
    CAESARS ENTERTAINMENT INC 6,517 5,144
    CALLON PETROLEUM CO 12,179 10,726
    CANADIAN NATL RAILWAY CO 35,006 36,244
    CANADIAN NATURAL RESOURCES LTD 19,968 41,152
    CANADIAN PACIFIC RAILWAY LTD 71,631 72,372
    CAPITAL ONE FINANCIAL CORP 43,825 55,134
    CARDIOVASCULAR SYSTEMS, INC. 13,533 5,634
    CARS COM INC 6,554 5,969
    CATALENT INC 27,627 26,502
    CATERPILLAR INC 31,023 33,285
    CAVCO INDS INC DEL 3,751 8,259
    CBRE GROUP 29,540 41,559
    CELLNEX TELECOM ADR 34,295 33,397
    CEMEX SA DE CV A ADS 29,304 25,540
    CENOVUS ENERGY INC 18,984 18,850
    CENTENE CORP 63,396 79,022
    CENTERPOINT ENERGY 26,900 37,623
    CENTURY ALUMINUM COMPANY 4,845 7,005
    CF INDUSTRIES HOLDINGS, INC 24,203 37,584
    CHARLES SCHWAB CORP 41,124 58,029
    CHARTER COMMUNICATIONS, INC 35,370 37,162
    CHEVRON CORP 58,959 66,303
    CHINA MENGNIU DAIRY COMPANY AD 12,855 11,547
    CHOICE HOTELS INTERNATIONAL IN 12,528 14,351
    CHUBB LIMITED 83,216 102,068
    CIGNA CORPORATION 76,882 81,748
    CIRRUS LOGIC INC 24,373 28,066
    CISCO SYSTEMS INC 134,847 194,799
    CITIGROUP INC 37,848 46,621
    CLEAN ENERGY FUELS CORP 6,813 4,702
    CLEARWAY ENERGY, INC. CLASS C 19,157 20,609
    CME GROUP, INC 43,671 46,606
    CMS ENERGY CP 18,336 19,255
    COCA COLA EUROPEAN PARTNERS PL 30,734 41,612
    COEUR MINING 9,300 5,100
    COGNIZANT TECHNOLOGY SOLUTIONS 32,094 36,996
    COHERENT INC CAL 12,403 12,794
    COLUMBIA SPORTSWEAR CO 11,372 12,180
    COMCAST CORP 76,905 84,907
    COMPASS GROUP PLC ADR 59,480 62,889
    CONOCOPHILLIPS 66,642 119,025
    CONSTELLIUM NV 6,361 6,161
    CORCEPT THERAPEUTICS INC 5,998 5,623
    CORP OFFICE PPTY TR 24,586 25,593
    CRA QUALIFIED INVESTMENT FD 3,932,801 3,861,375
    CRACKER BARREL OLD COUNTRY STO 29,776 22,512
    CRH PLC - AMERICAN DEPOSITARY 77,142 95,093
    CROWN CASTLE INTL 52,185 59,491
    CUMMINS INC 31,176 29,449
    CUSHMAN & WAKEFIELD PLC 10,229 15,790
    CVS CAREMARK CORP 84,197 116,055
    D R HORTON 26,415 32,318
    DANAHER CORP 73,101 107,915
    DARDEN RESTAURANTS INC 18,148 18,529
    DARLING INGREDIENTS INC 10,625 11,433
    DEERE CO 68,220 87,094
    DEXCOM, INC 22,880 33,828
    DIGITAL RLTY TR INC 91,995 109,659
    DIODES 32,856 45,791
    DOMINION ENERGY INC 35,659 38,023
    DOMO INC 12,623 7,490
    DOUGLAS EMMETT INC 10,471 12,094
    DOVER CORP 17,353 27,422
    DTE ENERGY CO COM 12,326 12,552
    DU PONT DE NEMOURS 67,163 67,774
    DUKE REALTY CORPORATION 70,605 94,522
    DYNATRACE 49,048 62,945
    DYNAVAX TECHNOLOGIES CORP 9,083 9,483
    EASTMAN KODAK CO COM 7,961 4,198
    EATON CORP PLC 105,630 144,650
    EBAY INC 42,965 39,036
    ECOLAB INC 47,499 52,079
    EDP-ELECTRICIDADE DE PORTUGAL 77,246 77,773
    EDWARDS LIFESCIENCES 47,612 75,528
    ELASTIC NV 36,359 47,759
    ELI LILLY & CO 58,933 66,017
    ENCOMPASS HEALTH CORPORATION 34,148 26,952
    ENCORE CAPITAL GROUP INC 8,234 14,161
    ENPHASE ENERGY ORD SHS 30,288 31,466
    ENTEGRIS INC 31,082 34,506
    ENTERGY CORP 19,998 19,826
    EOG RESOURCES INC 58,737 70,087
    EQUINIX, INC 71,097 89,659
    EQUITY RESIDENTIAL PPTYS TR 11,671 12,942
    ESSEX PRTY TR INC 47,688 51,426
    ESSILOR INTL ADR 31,569 32,821
    ETSY INC 44,465 49,480
    EVERCORE PARTNERS INC 22,944 30,838
    EVEREST RE GROUP LTD 16,184 19,996
    EVERSOURCE ENERGYINC 24,484 25,838
    EVOQUA WATER TECHNOLOGIES CORP 26,088 37,914
    EXTRA SPACE STORAGE 45,383 60,310
    EXXON MOBIL CORP 37,381 39,284
    FANUC LIMITED UNSPONSORED 50,945 48,158
    FEDERAL RLTY INVT TR 18,655 20,993
    FIDELITY NATIONAL INFORMATION 125,778 97,144
    FIFTH THIRD BANCORP 16,054 33,534
    FIRST AMERICAN CORP 12,796 13,925
    FIRST SOLAR INC 11,483 11,854
    FIRSTCASH INC 18,903 20,797
    FLEETCOR TECHNOLGIES INC 27,818 25,742
    FLOOR AND DECOR HOLDINGS 10,028 12,871
    FORMFACTOR INC. 35,293 38,542
    FORTIVE CORPORATION 59,681 64,465
    FREEPORT-MCMORAN COPPER & GOLD 30,871 47,071
    GATX CORP INC 25,499 28,965
    GEN DYNAMICS CP 47,875 59,622
    GEVO INC 12,393 7,229
    GIVAUDAN SA UNSP/ADR 38,957 59,799
    GLOBAL PAYMENTS INC 46,124 39,878
    GMS INC 10,528 16,771
    GO PRO INC 24,681 21,868
    GOLDMAN SACHS GROUP 38,380 56,235
    GRAINGER W W INC 34,127 53,897
    GREENS PLAINS INC 25,542 24,992
    GRUPO FIN ADR 11,857 14,287
    HANNON ARMSTRONG SUST INFRAST 4,912 5,843
    HARLEY DAVIDSON INC 13,923 12,551
    HDFC BANK LTD ADR 112,446 110,749
    HEALTHCARE TRUST OF AMERICA IN 17,958 19,967
    HEALTHPEAK PROPERTIES INC 66,337 70,412
    HENDERSON GROUP PLC 6,372 5,746
    HENRY SCHEIN INC 6,395 6,668
    HEXCEL CP DELAWARE 23,494 21,601
    HIGHWOODS PRPTY INC 25,676 25,550
    HOLLYFRONTIER CORP 17,975 19,471
    HOLOGIC, INC 29,339 33,227
    HOME DEPOT INC 177,668 248,591
    HONEYWELL INTL 105,421 106,549
    HORACE MANN EDUCATOR 20,565 18,266
    HOST HOTELS & RESORTS INC 31,650 32,485
    HOULIHAN LOKEY INC 26,767 41,615
    HOWMET AEROSPACE ORD SHS 26,603 37,973
    HOYA CORP SPONS ADR 58,229 80,020
    HUDSON PACIFIC PROPERTIES INC 26,255 23,376
    HUNTINGTON INGALLS INDUSTRIES 19,795 18,301
    ICICI BK LTD ADS 19,058 18,801
    ICON PLC - AMERICAN DEPOSITARY 80,903 133,481
    IDEXX CORP 67,569 94,160
    IHS MARKIT LTD 31,225 58,618
    INDUSTRIA DE DISENO 52,228 51,954
    INDUSTRIAL & COM UNSP/ADR 60,086 50,659
    INFINERA CORPORATION 12,657 11,901
    INFOSYS TECH LTD SPD ADR 23,371 47,482
    INNOVIVA INC 12,534 12,092
    INSIGHT ENTERPRISES, INC 19,112 20,361
    INTERNATIONAL BUSINESS MACHINE 27,631 27,133
    INTESA SANPAOLO SPA 42,332 38,966
    INTUIT 62,077 107,418
    INTUITIVE SURGICAL 32,193 34,134
    INVITATION HOMES INC. 45,957 53,184
    IROBOT CORPORATION 13,703 9,487
    ISHARES BARCLAYS SHORT TREASUR 1,983,186 1,977,843
    ISHARES INC ISHARES MSCI EM ES 2,095,606 2,205,091
    ISHARES MSCI KLD 400 SOCIAL IN 5,006,371 7,341,701
    ISHARES TR LEHMAN INTER GOVT C 1,306,351 1,289,243
    ISHARES TRUST ISHARES MSCI EAF 3,325,340 3,843,797
    ITAU UNIBANCO HOLDING S.A 20,049 11,216
    JABIL CIRCUIT INC 21,986 27,859
    JD.COM, INC 29,025 23,333
    JOHNSON & JOHNSON 215,557 255,065
    JONES LANG LASALLE 43,549 50,097
    JP MORGAN CHASE 213,106 253,043
    KBC GROUP SA UNSP ADR 33,042 41,247
    KEMPER CORP 13,013 10,347
    KEURIG DR PEPPER INC 49,503 52,636
    KEYCORP 22,703 26,368
    KIMCO RLTY CORP 18,584 21,125
    KLA TENCOR CORP 67,716 92,904
    KOHLS CORP 18,765 18,274
    KORN FERRY INTL 11,802 17,948
    L'OREAL ADR 65,775 95,325
    LAM RESEARCH CORP 91,235 104,277
    LANDSTAR SYSTEM 11,191 13,427
    LEGRAND INC 48,903 66,459
    LENNAR CORP 14,414 20,676
    LINDE PLC COM 106,586 151,390
    LIVE OAK BANCSHARES, INC. 8,048 15,188
    LKQ CORPORATION 20,855 38,359
    LOCKHEED MARTIN CORP 34,245 32,698
    LOJAS RENNER ADR 22,389 13,403
    LONDON STK EXCHANGE GROUP 85,014 78,696
    MANHATTAN ASSOCIATES INC 18,886 18,037
    MANPOWER GROUP INC 12,809 10,317
    MARATHON PETROLEUM CORP 56,232 66,358
    MARSH AND MCLENNAN COMPANIES I 68,686 82,217
    MARVELL TECHNOLOGY, INC 33,139 78,741
    MAXLINEAR INC 13,778 14,324
    MCDONALD'S CORP 36,395 40,479
    MCKESSON CORP 23,599 38,528
    MEDTRONIC PLC 60,664 48,311
    MERCADOLIBRE, INC 47,467 49,891
    MERCK & CO INC 55,411 54,644
    MERIT MEDICAL SYSTEMS, INC. 24,843 25,356
    MERITAGE CORPORATION 11,443 15,258
    META PLATFORMS INC 145,767 215,600
    MICRON TECHNOLOGY 47,747 73,216
    MICROSOFT CORP 254,655 389,459
    MIDDLEBY CORPORATION 12,708 13,183
    MODIVCARE INC 6,110 5,338
    MOHAWK INDS INC 24,701 35,525
    MONDELEZ INTERNATIONAL INC 26,370 27,651
    MONDI PLC ADR 22,178 23,517
    MONOLITHIC POWER SYSTEMS, INC 76,694 110,999
    MONOTARO CO., LTD 27,015 23,485
    MONSTER BEVERAGE CORP 31,894 42,354
    MOOG INC CL A 19,988 19,919
    MORGAN STANLEY 44,189 42,503
    MSCI INC 55,492 80,262
    MURPHY OIL CP HLDG 24,299 28,382
    MYRIAD GENETICS, INC 29,922 27,710
    NASPERS LTD N SPONS ADR 24,135 22,041
    NCR CP 22,413 23,195
    NESTLE S.A 116,892 156,232
    NETAPP, INC 14,579 18,122
    NETEASE.COM INC COM STK 25,159 30,432
    NETFLIX INC 57,654 60,846
    NEUBERGER BERMAN ALTRNTIVE FDS 1,182,043 1,190,960
    NEWELL RUBBERMAID INC 26,875 23,456
    NEWMONT GOLDCORP CORPORATION 18,573 21,335
    NEXTERA ENERGY, INC 30,874 37,064
    NICE SYSTEMS LTD 30,883 33,396
    NIDEC CORPORATION ADR 39,034 45,445
    NIKE INC-CL B 93,213 113,336
    NORTHERN TRUST CORPORATION 43,201 46,289
    NORTHROP GRUMMAN CORP 49,485 57,673
    NORTONLIFELOCK INC 24,567 24,707
    NOVARTIS AG ADR 33,913 31,752
    NOVO NORDISK A S 59,568 107,408
    NVIDIA CORP 77,593 223,524
    NXP SEMICONDUCTORS 36,529 54,895
    OGE ENERGY CORP 37,060 41,988
    OIL CO LUKOIL PJSC SPON ADR RE 36,542 36,908
    ON SEMICONDUCTOR 39,027 67,105
    ONEMAIN HOLDINGS INC 5,192 5,204
    ORASURE TECHNOLOGIES INC 18,797 15,173
    OTIS WORLDWIDE CORP 28,093 38,485
    OVINTIV INC 17,299 41,047
    OWENS CORNING 16,909 21,449
    PACIRA PHARMACEUTICALS INC 10,740 15,163
    PACKAGING CORP AMER 12,429 12,254
    PALO ALTO NETWORKS INC 45,456 81,287
    PARK HOTELS & RESORTS INC 6,085 5,815
    PARKER HANNIFIN CP 30,971 32,130
    PATTERSON-UTI ENERGY INC 6,229 5,890
    PAX WORLD HIGH YIELD BOND-IN 1,897,905 1,963,241
    PAYPAL HOLDINGS, INC 31,662 31,870
    PDC ENERGY INC 21,790 24,683
    PENN NATIONAL GAMING 44,254 21,933
    PENNYMAC FINANCIAL SERVICES IN 12,463 13,816
    PEPSICO INC 49,050 54,545
    PERKIN ELMER INC 20,054 21,714
    PERRIGO CO PLC 25,222 21,512
    PICC PROPERTY&CASLTY 22,227 15,551
    PIMCO ENHANCED SHORT MATURITY 1,319,684 1,316,319
    PING AN INSURANCE GROUP ADR 31,654 19,660
    PINNACLE WEST CAPITAL CORP 25,524 22,871
    PIONEER NAT RES CO 27,503 46,379
    PNC FINANCIAL GROUP INC 55,891 60,758
    POLARIS INDUSTRIES 14,932 12,310
    PPG INDUSTRIES INC 18,935 19,658
    PREMIER INC 17,290 19,638
    PROCTER GAMBLE CO 74,221 86,861
    PROGRESS SOFTWARE CORP 16,525 17,281
    PROLOGIS 29,600 39,396
    PROSUS NV ADR 11,490 12,474
    PT BK MANDIR PRS UNSP/ADR 20,066 21,291
    PT TELEKOM. IND. TBK ADR 27,935 29,454
    PUBLIC STORAGE INC 101,957 128,100
    QIAGEN NV 12,654 13,061
    QORVO INC 31,946 38,472
    QUALCOMM INC 80,359 96,372
    QUALYS INC COM 13,068 13,585
    RAMBUS, INC 13,151 13,666
    RAYMOND JAMES FINANCIAL INC 21,888 27,008
    REALOGY HOLDINGS CORP 13,693 16,591
    REALTY INCOME CORP 41,374 45,173
    RECRUIT HOLDINGS CO 65,464 80,887
    REINSURANCE GROUP AMER INC 53,676 47,190
    RENTOKIL INITIAL PLC SPON ADR 54,909 68,943
    REPUBLIC SVCS INC 15,907 22,033
    RESTAURANT BRANDS INTL 12,494 12,500
    ROCHE HOLDING LTD ADR 75,300 98,986
    RYDER SYSTEM 34,035 37,506
    SALESFORCE.COM 77,437 94,028
    SANDVIK AB SPONS ADR 42,845 44,692
    SANGAMO BIOSCIENCES INC 13,428 7,170
    SANOFI-AVENTIS SPONSORED ADR 46,434 44,639
    SBA COMMUNICATIONS CORP 53,976 70,024
    SBERBANK SPONSORED ADR 19,521 21,310
    SCHLUMBERGER LTD 28,023 36,719
    SCHNITZER STEEL INDUSTRIES, IN 12,473 13,551
    SEA LTD 73,960 60,625
    SELECT MEDICAL 12,470 10,114
    SERVICE NOW 54,939 73,349
    SHENZHOU INTL GROUP HOLDINGS A 26,067 32,582
    SHISEIDO CO LTD 59,401 43,746
    SIMON PPTY GROUP INC 78,151 93,945
    SINCLARI BROADCAST GROUP INC 12,292 9,753
    SITE CENTERS CORP 11,857 11,588
    SK TELECOM ADS ADS 12,523 6,347
    SKYLINE CHAMPION CORP 6,382 7,898
    SLM CORP 33,322 40,343
    SM ENERGY COMPANY 26,242 27,947
    SMITH A O CORP DEL COM 21,063 26,356
    SNAP ON INC 27,344 26,061
    SONOCO PRODUCTS COMPANY 21,819 19,914
    SONY GROUP CORP 36,831 47,021
    SPECTRUM BRANDS HOLDINGS INC 12,195 14,444
    SPIRIT REALTY CAPITAL, INC 12,816 13,108
    SPLUNK INC 32,744 27,889
    SPROUTS FARMERS MARKET INC 37,381 41,522
    SPS COMMERCE, INC 13,530 12,527
    SS&C TECHNOLOGIES INC 25,383 36,071
    STARBUCKS CORP COM 38,334 54,859
    STEEL DYNAMICS INC 23,179 37,676
    STERICYCLE INC 18,367 16,461
    STERLING BANCORP (N.Y.) 23,427 25,558
    SUN COMMUNITIES INC 29,814 32,755
    SWITCH INC 26,023 42,588
    SYNEOS HEALTH INC 28,026 37,478
    T-MOBILE US INC 32,626 30,155
    T. ROWE PRICE GROUP 49,425 47,980
    TAIWAN SEMICONDUCTOR MFG CO LT 187,892 252,410
    TAPESTRY INC 15,548 18,554
    TARGET CORPORATION 105,903 94,890
    TE CONNECTIVITY LTD 108,395 132,783
    TECHTRONIC INDS SPD ADR 26,566 46,420
    TELEDYNE TECH INC 34,813 38,446
    TELEPERFORMANCE SA 45,077 71,261
    TEMENOS GROUP AG 30,533 29,672
    TENCENT HOLDINGS LIMITED 123,396 114,268
    TENCENT MUSIC ENTERTAINMENT GR 8,788 3,836
    TERADATA CORPORATION 21,033 16,393
    TEXAS INSTRUMENTS INC 74,518 75,200
    THE CHEFS' WAREHOUSE, INC 13,439 19,347
    THE CHEMOURS CO 21,448 29,835
    THE COCA-COLA CO 50,828 53,111
    THE HERSHEY COMPANY 18,272 20,121
    THE MOSAIC CO 10,869 15,009
    THERMO FISHER SCIENTIFIC INC 135,299 207,512
    THOMSON REUTERS CORPORATION 42,844 67,466
    TIAA-CREF SOCIAL CHOICE BOND F 2,761,789 2,718,483
    TJX COMPANIES INC 47,002 58,610
    TOKYO ELECTRON LTD 17,574 24,319
    TRACTOR SUPPLY CO COM 27,864 40,562
    TRANE TECHNOLOGIES PLC 67,897 68,690
    TRAVEL+LEISURE CO 18,678 19,289
    TRONOX LTD 8,956 17,278
    TRUIST FINANCIAL CORPORATION 44,970 51,758
    UBER 45,333 47,800
    UBS INTERNATIONAL EQUITY FUND 2,101,412 2,129,530
    UDR INC 53,611 60,050
    UIPATH ORD SHS CLASS A 23,488 17,425
    ULTA SALON, COSMETICS & FRAGRA 30,711 41,646
    ULTRAGENYX PHARMACEUTICAL INC 17,827 11,689
    UNDER ARMOUR INC CL A 6,034 5,573
    UNILEVER PLC AMER 29,745 29,853
    UNION PACIFIC 110,654 140,325
    UNITED NATURAL FOODS, INC 24,056 43,092
    UNITED PARCEL SERVICE 87,033 124,532
    UNITED RENTALS INC 22,980 43,530
    UNITEDHEALTH GROUP INC 257,241 380,622
    UNITI GROUP INC. COMMON STOCK 5,216 6,487
    US BANCORP 49,280 49,767
    US FOODS HOLDING CORPORATION 55,347 52,802
    USD CYRUSONE INC 39,288 44,322
    VALERO ENERGY CORP 12,864 12,844
    VANGUARD GROWTH ETF 2,794,684 4,350,761
    VANGUARD VALUE ETF 1,160,410 1,470,512
    VENTAS INC 14,669 13,393
    VERISK ANALYTICS, INC 76,810 99,498
    VERIZON COMMUNICATIONS 44,362 40,165
    VERTIV CL A 22,267 24,071
    VICI PROPERTIES INC 17,969 18,608
    VIRTU FINANCIAL INC 17,408 16,404
    VISA INC 179,122 206,525
    VOYA FINANCIAL INC 21,543 24,999
    WABTEC 24,055 27,172
    WALKER & DUNLOP INC 8,126 17,200
    WALT DISNEY HOLDINGS CO 57,268 53,902
    WASTE MANAGEMENT INC 49,250 56,412
    WEC ENERGY GROUP, INC 40,034 41,449
    WELLS FARGO & CO 74,262 80,606
    WELLTOWER INC. 69,539 71,361
    WESCO INTL INC 23,950 36,582
    WEST PHARMA SVCS INC 49,495 84,422
    WESTERN ALLIANCE BANCORPORATIO 6,282 5,705
    WESTERN ASSET MACRO OPPORTUNIT 1,427,911 1,430,146
    WESTERN ASSET SMASH SERIES C F 583,102 589,295
    WESTERN ASSET SMASH SERIES EC 1,608,127 1,557,590
    WESTERN ASSET SMASH SERIES M F 817,202 793,659
    WEYERHAEUSER CO 36,962 42,333
    WNS (HOLDINGS) LIMIT 19,012 20,114
    WOLVERINE WORLDWIDE 33,060 24,460
    WOODWARD INC 20,004 18,061
    WORKDAY INC 33,626 38,792
    WORLD WRESTLING ENT 30,577 30,393
    WORLDLINE 44,545 28,028
    XCEL ENERGY INC 25,528 25,320
    XPENG INC 19,266 21,390
    YANDEX N V 18,243 15,428
    YUM CHINA HOLDINGS INC 26,960 25,468
    ZAI LABORATORY 14,461 5,405

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    Oechsle Family Foundation Inc
    EIN:
    20-4852371
    US Government Securities - End of Year Book Value:

    2,151,193
    US Government Securities - End of Year Fair Market Value:

    2,117,244
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2021 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 95,666     95,666
    Bank Charges 1,222 1,222    
    Postage/Delivery Service 213     213
    Registered Agent Fee 155     155
    State or Local Filing Fees 61     61


    TY 2021 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 20 20  
    Other Loss -508 -508  


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

    TY 2021 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 - 2 - 10012025   55,261 43,330 2015-10 2025-10 PRINCIPAL & INT 1ST OF EACH MONTH 2 % NONE INVESTMENT N/A  

    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Oechsle Family Foundation Inc
    EIN:
    20-4852371
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 312,148 312,148    
    Professional Services 2,020     2,020


    TY 2021 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 2021 277,300      
    990-PF Extension for 2020 6,360      
    Foreign Tax Paid 1,950 1,950