Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$62,706,481J 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 right arrow.............
3 Interest on savings and temporary cash investments 9,358 9,358  
4 Dividends and interest from securities... 1,587,491 1,587,491  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,860,969
b Gross sales price for all assets on line 6a 28,942,465
7 Capital gain net income (from Part IV, line 2)... 3,882,446
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
List of Attached Documents:
// Content
1,221 1,221  
12 Total. Add lines 1 through 11........ 5,459,039 5,480,516  
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
List of Attached Documents:
// Content
298,720 298,720    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
25,113 3,213    
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
List of Attached Documents:
// Content
98,326 112   98,214
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 422,159 302,045   98,214
25 Contributions, gifts, grants paid....... 2,764,000 2,764,000
26 Total expenses and disbursements. Add lines 24 and 25 3,186,159 302,045   2,862,214
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,272,880
b Net investment income (if negative, enter -0-) 5,178,471
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 801,282 916,058 916,058
3 Accounts receivable right arrow4,715
Less: allowance for doubtful accounts right arrow     4,715 4,715
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow38,430
Less: allowance for doubtful accounts right arrow   41,930 Click to see attachment
List of Attached Documents:
// Content
38,430 		38,429
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,678,722 Click to see attachment
List of Attached Documents:
// Content
1,435,112 		1,379,049
b Investments—corporate stock (attach schedule)....... 51,526,791 Click to see attachment
List of Attached Documents:
// Content
55,532,707 		58,730,444
c Investments—corporate bonds (attach schedule)....... 2,184,234 Click to see attachment
List of Attached Documents:
// Content
1,578,817 		1,637,786
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 57,232,959 59,505,839 62,706,481
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 57,232,959 59,505,839
29 Total net assets or fund balances (see instructions)..... 57,232,959 59,505,839
30 Total liabilities and net assets/fund balances (see instructions). 57,232,959 59,505,839
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
57,232,959
2
Enter amount from Part I, line 27a .....................
2
2,272,880
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
59,505,839
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
59,505,839
Form 990-PF (2024)
Form 990-PF (2024)
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 28,942,465   25,060,019 3,882,446
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       3,882,446
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 3,882,446
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
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 right arrow 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) 1 71,981
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 71,981
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 71,981
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 17,386
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 56,100
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 73,486
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,505
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,505 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowFL
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 2024 or the taxable year beginning in 2024? 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
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 addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
William O 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
Andrew 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...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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 298,720
1 NEW YORK PLAZA
NEW YORK,NY10004
Foundation Source Administrative 97,794
55 Walls Drive 3rd Fl
Fairfield,CT06824
Total number of others receiving over $50,000 for professional services.............right arrow  
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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
62,082,495
b
Average of monthly cash balances.......................
1b
982,027
c
Fair market value of all other assets (see instructions)................
1c
38,429
d
Total (add lines 1a, b, and c).........................
1d
63,102,951
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
63,102,951
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
946,544
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
62,156,407
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,107,820
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
3,107,820
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
71,981
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
71,981
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,035,839
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
3,035,839
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
3,035,839
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
2,862,214
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
2,862,214
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 3,035,839
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 2,822,447
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,862,214
a Applied to 2023, but not more than line 2a 2,822,447
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 2024 distributable amount..... 39,767
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.    
(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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		2,996,072
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

A PLACE TO TURN INC

99 HARTFORD ST
NATICK,MA01760 		N/A PC General & Unrestricted 25,000

ALL OUR KIN INC

153 E ST STE 4
NEW HAVEN,CT06511 		N/A PC General & Unrestricted 80,000

ALLIANCE FOR EARLY SUCCESS

519 SW BLVD
KANSAS CITY,MO64108 		N/A PC General & Unrestricted 45,000

AMERICAN CANCER SOCIETY

3 SPEEN ST SUITE 250
FRAMINGHAM,MA01701 		N/A PC Boston Hope Lodge Endowment Fund 100,000

AMERICAN CANCER SOCIETY INC

5 SCHIBER COURT BLDG A
MARYVILLE,IL62062 		N/A PC Northwestern University's Relay for Life event and Chicago Hope Lodge Fund 35,000

AMERICAN NEAR EAST REFUGEE AID INC

1111 14TH ST NW 400
WASHINGTON,DC20005 		N/A PC General & Unrestricted 68,000

BRAIN HEALTH BOOTCAMP INC

70 WASHINGTON ST APT 11T
BROOKLYN,NY11201 		N/A PC General & Unrestricted 100,000

CAMP SUNSHINE AT SEBAGO LAKE INC

35 ACADIA RD
CASCO,ME04015 		N/A PC General & Unrestricted 30,000

COLD SPRING SCHOOL INC

263 CHAPEL ST
NEW HAVEN,CT06513 		N/A PC Financial Aid Program 75,000

COLD SPRING SCHOOL INC

263 CHAPEL ST
NEW HAVEN,CT06513 		N/A PC Capital Campaign 50,000

COMMUNITY FOUNDATION FOR GREATER NEW HAVEN

70 AUDUBON ST
NEW HAVEN,CT06510 		N/A PC Power Building Initiative 125,000

COMMUNITY FOUNDATION FOR GREATER NEW HAVEN

70 AUDUBON ST
NEW HAVEN,CT06510 		N/A PC Black Futures Fund and Basic Needs Fund 180,000

CONCEPTS FOR ADAPTIVE LEARNING INC

5 SCIENCE PARK STE 2C
NEW HAVEN,CT06511 		N/A PC General & Unrestricted 40,000

FAMILY REACH FOUNDATION

142 BERKELEY ST STE 310
BOSTON,MA02116 		N/A PC General & Unrestricted 15,000

FEAST INC

3655 SOUTH GRAND AVE SUITE
LOS ANGELES,CA90007 		N/A PC General & Unrestricted 40,000

FOUNDATION FOR METROWEST INC

3 ELIOT ST
NATICK,MA01760 		N/A PC Friends of the Waltham Family School, Waltham Boys and Girls Club, Metrowest Equity in Education Project, and general & unrestricted 180,000

GATHER NEW HAVEN

495 BLAKE ST UNIT C
NEW HAVEN,CT06515 		N/A PC General & Unrestricted 50,000

HAIRTOSTAY

2234 BEACH ST
SAN FRANCISCO,CA94123 		N/A PC General & Unrestricted 25,000

HOPE AND COMFORT INC

659 HIGHLAND AVE
NEEDHAM,MA02494 		N/A PC General & Unrestricted 100,000

HOSPICE OF THE GOOD SHEPHERD INC

160 WELLS AVE
NEWTON CENTER,MA02459 		N/A PC Community Based Palliative Care Program at Good Sheperd Community Care 75,000

INTEGRATED REFUGEE & IMMIGRANT SERVICES INC

235 NICOLL ST FL 2
NEW HAVEN,CT06511 		N/A PC General & Unrestricted 70,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A PC General & Unrestricted 90,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA ST STE 540
BOSTON,MA02114 		N/A PC Mass General Share for Hair Program 20,000

MIDWEST ACCESS COALITION

4631 N LINCOLN AVE
CHICAGO,IL60625 		N/A PC General & Unrestricted 35,000

NATIONAL DIGITAL INCLUSION ALLIANCE

3000 MAIN ST 50
COLUMBUS,OH43209 		N/A PC General & Unrestricted 38,000

NEW HAVEN LEGAL ASSISTANCE ASSOCIATION INC

205 ORANGE ST
NEW HAVEN,CT06510 		N/A PC General & Unrestricted 100,000

NEW REACH INC

269 PECK ST
NEW HAVEN,CT06513 		N/A PC Stable Families Program in Bridgeport 110,000

NEWTON WELLESLEY HOSPITAL

2014 WASHINGTON ST
NEWTON,MA02462 		N/A PC The Christa Oechsle Fund for Palliative Education at NWH 50,000

NORTHWESTERN UNIVERSITY

1201 DAVIS ST 3RD FLOOR
EVANSTON,IL60208 		N/A PC Student Affairs Fund 100,000

NOVA UKRAINE

3277 S WHITE RD PMB 8475
SAN JOSE,CA95148 		N/A PC General & Unrestricted 75,000

NURSE FAMILY PARTNERSHIP

1900 GRANT ST NO 400
DENVER,CO80203 		N/A PC Child First 80,000

PINKY SWEAR FOUNDATION

5555 W 78TH ST STE E
EDINA,MN55439 		N/A PC General & Unrestricted 23,000

PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC

1055 COMMONWEALTH AVE
BOSTON,MA02215 		N/A PC General & Unrestricted 35,000

POLITICAL ASYLUM IMMIGRATION REPRESENTATION PROJEC

98 N WASHINGTON ST STE 106
BOSTON,MA02114 		N/A PC General & Unrestricted 110,000

RAPE ABUSE AND INCEST NATIONAL NETWORK INC

1220 L ST NW SUITE 500
WASHINGTON,DC20005 		N/A PC Dancin' in the Rain fundraiser fund 5,000

ROCA INC

101 PARK ST
CHELSEA,MA02150 		N/A PC ROCA's Young Women's program 50,000

START EARLY

33 W MONROE ST STE 1200
CHICAGO,IL60603 		N/A PC General & Unrestricted 70,000

THE DIAPER BANK OF CONNECTICUT INC

370 STATE ST STE 4
NORTH HAVEN,CT06473 		N/A PC General & Unrestricted 50,000

THE PARMENTER FOUNDATION INC

260 BOSTON POST RD STE 5
WAYLAND,MA01778 		N/A PC UGrieve program 40,000

THE PARMENTER FOUNDATION INC

260 BOSTON POST RD STE 5
WAYLAND,MA01778 		N/A PC Funds for subsidizing the hospice beds at the Miriam Boyd Parlin Hospice Residence and general & unrestricted 100,000

WOMENS LUNCH PLACE INC

PO BOX 170900
BOSTON,MA02117 		N/A PC Women's Lunch Place Wellness Programs 75,000
Total .................................right arrow 3a 2,764,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 9,358  
4 Dividends and interest from securities ....     14 1,587,491  
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 3,860,969  
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 1,221  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   5,459,039  
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,459,039
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
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 2024 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 2024 InvestmentsCorpBondsSchedule
Name:
Oechsle Family Foundation Inc
EIN:
20-4852371
Name of Bond End of Year Book Value End of Year Fair Market Value
ACCENTURE CAPITAL INC - 4.050% 81,913 79,552
AMGEN INC - 2.450% - 02/21/203 42,626 44,200
ASTRAZENECA - 1.375% - 08/06/2 57,269 59,956
ASTRAZENECA FINANCE LLC - 4.85 44,072 44,091
AT&T - 2.250% - 02/01/2032 25,702 27,293
AT&T, INC - 1.700% - 03/25/202 86,093 90,607
BK OF AMERICA CORP - 1.658% - 86,384 91,538
BK OF AMERICA CORP MTN - 1.197 86,876 92,293
BLACKROCK INC - 1.900% - 01/28 53,551 55,625
BP CAP MKTS AMER INCSER B - 3. 35,331 36,171
BP CAPITAL MARKETS AMERICA INC 70,928 69,989
CITIGROUP INC - 2.520% - 11/03 39,837 41,689
CITIGROUP INC NOTE - 1.462% - 114,162 120,919
COMCAST COPR - 5.300% - 06/01/ 27,095 26,997
CVS HEALTH CORP - 5.400% - 06/ 38,062 38,017
EQUINOR ASA - 2.375% - 05/22/2 61,046 62,993
EQUINOR ASA - 3.125% - 04/06/2 15,295 15,666
GOLDMAN SACHS GROUP INC - 2.38 22,149 23,366
GOLDMAN SACHS GROUP INC NOTE - 83,237 88,233
GOLDMAN SACHS GROUP INC SR GLO 83,964 89,278
JP MORGAN CHASE - 1.578% - 04/ 55,224 58,552
JP MORGAN CHASE - 2.545% - 11/ 48,463 50,622
JPMORGAN CHASE &CO NT - 1.470% 53,422 56,763
ORACLE CORP - 2.950% - 04/01/2 28,644 29,807
ORACLE CORP NOTE CALL MAKE WHO 60,488 63,637
SHELL FIN US INC - 2.750% - 04 87,546 85,386
US BANCORP - 2.677% - 01/27/20 89,438 94,546

TY 2024 InvestmentsCorpStockSchedule
Name:
Oechsle Family Foundation Inc
EIN:
20-4852371
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC ADR 22,803 37,380
ABB LTD 46,068 43,827
ABBOTT LABS 45,743 51,465
ABBVIE INC 73,330 82,275
ACCENTURE PLC 57,267 62,267
ACI WORLDWIDE INC 12,970 19,051
ACUITY BRANDS INC 12,404 21,505
ACV AUCTIONS INC CL A 11,633 11,880
ADOBE SYSTEMS, INC 22,072 17,070
ADTALEM GLOBAL EDUCATION INC 5,861 5,926
ADVANCED DRAINAGE SYSTEMS INC 7,555 5,459
AFFILIATED MANAGERS GROUP 16,392 18,677
AGILENT TECHNOLOGIES INC 23,518 23,375
AGILYSYS, INC 11,507 12,088
AIA GROUP LTD ADR 13,443 11,297
AIRBNB 62,516 56,638
AKAMAI TECH COM STK 30,622 31,660
ALASKA AIR GROUP INC 7,016 9,259
ALBANY INTERNATIONAL CORP 23,331 21,752
ALBEMARLE CP 38,188 20,659
ALCON INC 43,924 46,095
ALIBABA GROUP HOLDING LTD 54,634 26,454
ALLEGION PLC 28,208 32,539
ALPHABET INC CL A 104,365 159,959
AMAZON COM 189,319 274,896
AMEREN CORPORATION 10,534 11,499
AMERICAN BEACON AHL MNGD FUTUR 365,745 340,619
AMERICAN BEACON AHL TARGETRISK 305,549 281,714
AMERICAN ELECTRIC POWER INC 11,191 11,713
AMERICAN EXPRESS CO 20,111 36,208
AMGEN INC 20,493 20,266
ANALOG DEVICES INC 24,853 29,319
ANSYS INC 34,539 36,094
AON PLC CL A 24,421 27,484
APPLE INC 64,983 88,899
APPLIED MATERIALS INC 16,582 15,666
APTAR GROUP INC 4,880 5,284
ARCHROCK INC 30,732 66,655
ARES MANAGEMENT CORPORATION 35,209 43,195
ARGENX SE 42,643 63,345
ARROW ELECTRONICS INC 32,119 31,787
ASICS CORPORATION 22,670 23,726
ASML HOLDING NV NY REG SHS 127,383 115,051
ASTERA LABS, INC 11,427 11,788
ASTRAZENECA 108,421 102,211
AT&T, INC 20,557 30,239
ATLAS COPCO AB A SHS ADR 57,804 54,756
AUTOMATIC DATA PROCESSING INC 23,459 28,607
AUTONATION INC 16,814 18,003
AUTOZONE INC 9,169 23,685
AVALONBAY CMNTYS INC 11,809 11,100
AVERY DENNISON CORP 10,128 10,835
AVIENT 5,839 4,699
AVNET INC 5,250 5,651
BADGER METER, INC 9,434 12,670
BANCO BILBAO ARG SA 46,719 42,671
BANK NEW YORK MELLON CORP COM 20,843 28,427
BANK OF AMERICA CORP 34,029 39,072
BECTON DICKINSON & CO 13,111 11,622
BELDEN INC 11,693 11,132
BERKSHIRE HILLS BANCORP INC 5,611 6,368
BILL COM HOLDINGS 18,076 16,942
BIO RAD LABS INC CL A 37,644 34,822
BLACKROCK EVENT DRIVEN EQUITY 363,156 368,157
BLACKROCK GLOBAL LONG SHORT EQ 300,855 348,935
BLACKROCK INC 18,333 29,091
BLACKROCK SYSTEMATIC MULTI STR 668,206 669,245
BLUE OWL CAPITAL 18,598 24,167
BNY MELLON GLOBAL REAL RETURN 411,941 416,516
BOISE CASCADE COMPANY 3,884 5,616
BOOKING HOLDINGS INC 6,802 11,711
BOOZ ALLEN HAMILTON HOLDING CO 6,242 8,577
BORG WARNER INC 34,337 28,007
BOSTON COMMON INTERNATIONAL 2,153,864 1,968,407
BOSTON PPTYS INC 34,385 34,949
BOX INC 35,195 40,859
BRAMBLES LTD UNSP AD 35,514 48,923
BREAD FINANCIAL HOLDINGS 12,123 14,288
BRIGHT HORIZONS FAMILY SOLUTIO 5,100 5,770
BRISTOL-MYERS SQUIBB CO 22,538 22,963
BROADCOM INC 10,231 45,672
BUILDERS FIRST SOURCE INC 12,434 10,928
BYD CO LTD UNSP/ADR 5,959 5,718
CABOT CP 25,436 37,072
CACTUS, INC. CLASS A 14,100 17,975
CADENCE DESIGN SYSTEMS INC 31,914 47,473
CALAMOS MARKET NEUTRAL FD CL I 302,049 315,829
CALERES INC 6,541 4,192
CANADIAN NATURAL RESOURCES LTD 10,487 16,515
CANADIAN PACIFIC RAILWAY LTD 93,791 84,094
CAPITEC BANK HLDGS 8,558 15,516
CARGURUS INC 9,822 11,474
CARRIER GLOBAL 17,258 16,860
CBRE GROUP 36,958 62,494
CCM COMMUNITY IMPACT BOND FUND 4,760,868 4,247,230
CENCORA INC 22,424 31,905
CENOVUS ENERGY INC 22,056 17,392
CENTENE CORP 36,002 29,805
CENTERPOINT ENERGY 15,865 18,118
CF INDUSTRIES HOLDINGS, INC 43,879 51,277
CHARLES RIV LABORATORIES INTL 36,521 33,228
CHECK POINT SOFTWARE TECHNOLOG 30,382 29,125
CHEVRON CORP 33,752 38,093
CHINA MERCHANTS BANK 16,986 13,207
CHIPOTLE MEX GRILL 22,073 34,733
CHUBB LIMITED 29,245 46,142
CIGNA CORPORATION 5,742 5,661
CIMPRESS PLC EURO 6,808 5,218
CIRRUS LOGIC INC 32,141 35,152
CISCO SYSTEMS INC 33,905 41,618
CLEARWATER ANALYTICS HOLDINGS, 5,907 6,027
CLEARWAY ENERGY, INC. CLASS C 5,738 5,746
CME GROUP, INC 21,984 24,152
CMS ENERGY CP 5,357 5,811
CNO FINANCIAL GROUP INC 4,649 6,326
CNX RESOURCES CORP 9,181 16,832
COCA COLA EUROPEAN PARTNERS PL 8,019 11,752
COLUMBIA BANKING SYSTEM, INC 4,237 5,564
COMCAST CORP 41,412 33,815
COMERICA INC 5,874 5,164
COMMERCIAL METALS 4,140 5,059
COMPASS GROUP PLC ADR 58,744 71,513
CONFLUENT, INC 20,834 20,746
CONMED CORPORATION 46,036 33,741
CONOCOPHILLIPS 29,831 35,800
COPT DEFENSE PROPERTIES 24,182 30,269
CORE AND MAIN INC 7,484 7,127
CORPAY INC 20,192 26,643
COSAN ADR REPRESENTING 8,868 3,906
COUSINS PROPERTIES INC 9,071 7,629
CRH PLC - AMERICAN DEPOSITARY 66,871 99,644
CRINETICS PHARMACEUTICALS INC 5,984 5,318
CROCS INC 13,605 12,705
CSG SYST INTL INC. 7,662 7,155
CSX CORP 11,637 11,391
CUMMINS INC 7,832 11,241
CUSTOMERS BANKCORP 6,130 6,328
D R HORTON 21,526 30,760
DANAHER CORP 43,595 48,206
DARDEN RESTAURANTS INC 31,014 38,645
DARLING INGREDIENTS INC 8,432 5,222
DATADOG INC 24,885 27,149
DEERE CO 11,320 12,774
DELL TECHNOLOGIES INC CLASS C 11,991 19,821
DELTA AIR LINES INC 15,745 16,517
DEUTSCHE BOERSE ADR 51,911 58,445
DEUTSCHE TELE AG ADS 54,605 73,133
DIAMOND HILL LONG SHORT FUND C 277,935 280,788
DIAMONDBACK ENERGY INC 36,778 32,111
DIODES 22,873 18,871
DISCOVER FINL SVCS COM 27,833 34,300
DRIEHAUS EVENT DRIVEN FUND 298,183 311,006
DTE ENERGY CO COM 5,994 5,981
DYNATRACE 31,482 38,589
EAST WEST BANCORP, INC 9,212 10,438
EATON CORP PLC 19,415 30,881
EBAY INC 10,358 11,894
ECOLAB INC 24,463 28,353
EDP-ELECTRICIDADE DE PORTUGAL 78,523 48,656
ELANCO ANIMAL HEALTH INCORPORA 15,838 10,620
ELI LILLY & CO 26,887 30,895
EMERSON ELECTRIC CO 19,967 22,431
EMPIRE STATE REALTY TRUST 12,050 11,455
ENCOMPASS HEALTH CORPORATION 18,242 25,304
ENERGY RECOVERY INC 8,509 6,292
ENTERGY CORP 13,036 18,197
EOG RESOURCES INC 12,409 17,652
EPAM SYSTEMS INC 6,708 5,595
EQUINIX, INC 31,210 36,769
ESCO TECH INC 5,929 5,436
EURONET WORLDWIDE INC 6,132 6,165
EVERCORE PARTNERS INC 8,312 15,274
EXXON MOBIL CORP 38,462 42,167
F5 NETWORKS, INC 9,373 12,095
FEDERATED HERMES CORPORATE BON 299,813 303,896
FEDERATED HERMES HIGH YIELD ST 57,782 59,869
FEDERATED HERMES INTERNATIONAL 112,451 113,600
FEDERATED HERMES MORTGAGE STRA 1,994,378 2,007,527
FERRARI NV 47,728 51,830
FIDELITY NATIONAL INFORMATION 29,420 32,227
FIRST ENERGY CORP 22,240 22,595
FLEXTRONICS INTERNATIONAL 18,498 23,802
FORMFACTOR INC. 21,299 24,552
FORTIVE CORPORATION 38,956 40,650
FORTUNE BRANDS INNOVATIONS INC 5,802 5,899
FRESHPET INC 9,188 9,489
FRONTDOOR INC 19,980 22,633
GALLAGHER ARTHUR J & CO 46,223 56,486
GATX CORP INC 44,745 66,168
GEN DYNAMICS CP 16,086 19,643
GENERAL ELECTRIC CO 25,117 23,017
GENERAL MILLS INC 17,936 16,835
GENUINE PARTS COMPANY 7,179 5,552
GIVAUDAN SA UNSP/ADR 43,059 44,932
GLAUKOS CORP 14,252 18,293
GLOBANT SA 14,028 15,283
GLOBE LIFE INC 16,016 21,189
GOLDMAN SACHS GROUP 9,197 16,799
GOOSEHEAD INSURANCE INC 6,028 6,761
GQG PARTNERS EMERGING MARKETS 771,798 730,712
GRAINGER W W INC 23,565 40,932
GROUPE DANONE ADS 67,258 62,866
GRUPO FIN ADR 6,983 5,553
GUIDEWIRE SOFTWARE INC 19,122 24,950
HALEON PLC 30,467 34,554
HANCOCK WHITNEY CORPORATION 10,091 10,561
HDFC BANK LTD ADR 87,466 88,702
HENDERSON GROUP PLC 16,292 22,371
HERMES INTL 10 ADR 29,724 30,596
HEWLETT PACKARD ENTERPRISE CO 16,195 15,778
HEXCEL CP DELAWARE 27,895 29,971
HOLOGIC, INC 58,527 57,384
HOME DEPOT INC 56,599 67,295
HONEYWELL INTL 91,238 102,554
HOULIHAN LOKEY INC 25,423 58,002
HOYA CORP SPONS ADR 57,558 59,892
HUMANA INC 5,747 5,722
HUNTINGTON BANCSHARES INC 21,917 26,422
HUNTINGTON INGALLS INDUSTRIES 23,382 21,732
ICICI BK LTD ADS 20,811 29,561
ICON PLC - AMERICAN DEPOSITARY 59,335 46,980
ILLINOIS TOOL WORKS 21,613 21,973
INDUSTRIA DE DISENO 86,683 109,667
INSPERITY INC 36,237 23,873
INSTALLED BUILDING PRODUCTS IN 10,356 15,022
INTERCONTINENTAL EXCHANGE, INC 17,035 22,501
INTERNATIONAL BUSINESS MACHINE 18,977 30,776
INTESA SANPAOLO SPA 51,612 64,263
INTUIT 81,086 106,217
INTUITIVE SURGICAL 45,393 63,157
ISHARES INC ISHARES MSCI EM ES 1,503,871 1,280,139
ISHARES MSCI KLD 400 SOCIAL IN 3,996,767 6,768,690
ISHARES TRUST ISHARES MSCI EAF 3,595,353 3,882,303
ISHARESLEHMAN 7-10YR 3,794,229 3,662,129
ITRON INC 5,936 6,186
JACOBS SOLUTIONS INC 18,395 21,112
JAZZ PHARMACEUTICALS INC 6,144 6,515
JOHN HANCOCK DIVERSIFIED MACRO 345,831 334,020
JOHNSON & JOHNSON 56,650 51,629
JONES LANG LASALLE 10,016 16,883
JP MORGAN CHASE 114,325 180,022
JPMORGAN HEDGED EQUITY SELECT 272,700 337,217
KB HOME 8,636 9,727
KBR INC 12,577 11,412
KENVUE INC 26,581 26,901
KEYSIGHT TECHNOLOGIES INC 16,772 17,830
KINROSS GOLD CORP 11,153 11,689
KIRBY CORPORATION 11,700 10,362
KKR & CO INC 52,893 78,244
KLA TENCOR CORP 44,695 47,948
KONTOOR BRANDS INC 5,734 7,306
L'OREAL ADR 56,578 47,879
LAM RESEARCH CORP 19,079 17,263
LAZARD 5,722 5,611
LEIDOS HOLDINGS INC 14,605 21,321
LENNAR CORP 19,937 16,910
LENOVO GROUP LTD ADR 20,374 18,360
LIBERTY LIVE GROUP - SER C 6,001 7,419
LINDE PLC COM 65,786 73,267
LIVANOVA PLC 17,845 14,727
LLOYDS BANKING GROUP PLC 51,321 47,712
LOCKHEED MARTIN CORP 12,092 15,737
LOCORR MARKET TREND FUND CLASS 319,432 260,658
LONDON STK EXCHANGE GROUP 93,225 116,920
LPL FINANCIAL HOLDINGS INC 27,849 36,896
LVMH MOET HENN UNSP 71,997 60,117
MAKEMYTRIP LIMITED 6,081 6,543
MARATHON PETROLEUM CORP 11,271 21,065
MARSH AND MCLENNAN COMPANIES I 51,810 63,298
MARTIN CURRIE SMA-SHARES SERIE 354,752 287,928
MARVELL TECHNOLOGY, INC 35,653 74,443
MASCO CORP 8,076 10,813
MASIMO CORPORATION 15,233 16,343
MASTEC INC 16,876 19,604
MCDONALD'S CORP 25,929 29,279
MCKESSON CORP 26,196 32,143
MEDTRONIC PLC 23,542 22,606
MEITUAN DIANPING UNSPONSORED A 20,910 20,569
MERCK & CO INC 23,479 23,278
MERIT MEDICAL SYSTEMS, INC. 15,552 17,119
MERITAGE CORPORATION 10,385 9,546
META PLATFORMS INC 39,163 105,392
MGM RESORTS INTERNATIONAL 7,227 5,579
MICROCHIP TECHNOLOGY INC 26,108 17,205
MICRON TECHNOLOGY 24,855 24,575
MICROSOFT CORP 234,197 311,489
MIDDLEBY CORPORATION 34,760 35,759
MINTH GROUP UNSPONSORED ADR RE 5,308 6,142
MITSUBISHI UFJ FINANCIAL GROUP 34,758 34,152
MKS INSTRUMENTS, INC 22,934 18,790
MONDELEZ INTERNATIONAL INC 22,874 21,503
MONOLITHIC POWER SYSTEMS, INC 58,422 73,963
MONOTARO CO., LTD 8,201 11,798
MONSTER BEVERAGE CORP 22,659 23,810
MOOG INC CL A 28,288 59,839
MORGAN STANLEY 40,348 57,957
MSCI INC 25,910 35,269
MUELLER WATER PRODUCTS INC 10,462 10,508
MYRIAD GENETICS, INC 34,100 16,397
NATL FUEL GAS CO 11,549 12,743
NCR ATLEOS CORP 5,899 7,123
NETFLIX INC 29,688 63,919
NEUBERGER BERMAN ALTRNTIVE FDS 350,717 382,088
NEXTERA ENERGY, INC 26,385 28,461
NEXTRACKER INC 8,028 5,516
NICE SYSTEMS LTD 12,673 11,599
NISOURCE INC 5,805 5,882
NOMURA RESEARCH INST LTD 23,127 23,592
NORDSTROM INC 24,083 24,633
NORFOLK SOUTHERN CORP 32,279 30,980
NORTHROP GRUMMAN CORP 19,596 23,080
NOVO NORDISK A S 119,489 124,815
NUTANIX INC 11,785 10,829
NVENT ELECTRIC PLC 11,283 12,064
NVIDIA CORP 82,438 305,510
NXP SEMICONDUCTORS 13,202 10,988
OLYMPUS CORP 46,302 42,706
OMNICOM GROUP 21,097 19,531
ON SEMICONDUCTOR 27,628 26,544
ONE GAS INC 6,235 5,738
ONTO INNOVATION 10,157 16,834
ORACLE CORP 33,310 48,326
PACKAGING CORP AMER 8,904 11,078
PALO ALTO NETWORKS INC 19,310 36,756
PAPA JOHNS INTL INC 44,790 27,394
PARKER HANNIFIN CP 16,498 31,707
PAYPAL HOLDINGS, INC 32,751 34,396
PELOTON INTERACTIVE, INC 5,985 4,950
PENN NATIONAL GAMING 16,544 11,932
PENTAIR INC. COM 13,839 22,040
PEPSICO INC 11,635 10,977
PHILLIPS 66 7,324 5,924
PHINIA INC 5,106 6,310
PIMCO MORTGAGE OPPORTUNITIES F 766,207 723,809
PING AN INSURANCE GROUP ADR 17,453 11,640
PNC FINANCIAL GROUP INC 24,661 26,806
PPCRX 299,502 309,418
PPG INDUSTRIES INC 11,995 11,433
PPL CORPORATION 18,050 16,977
PRIMO BRANDS CORPORATION CLASS 5,835 7,877
PROCTER GAMBLE CO 37,550 41,745
PROG HOLDINGS INC 5,903 5,156
PROGRESS SOFTWARE CORP 4,375 5,609
PROGRESSIVE CORP OHIO 52,362 61,819
PROLOGIS 12,302 10,781
PSZKY 5,801 5,816
PT BANK NEGARA INDONESIA 6,525 4,834
PT BANK RAKYAT ADR 13,299 10,180
PUBLIC STORAGE INC 10,137 10,544
PUBLIC SVC ENTERPRISE GROUP IN 9,110 11,491
PUBLICIS GROUPE S.A 40,869 40,644
QIAGEN NV 31,173 30,459
QUALCOMM INC 12,493 11,260
RAYMOND JAMES FINANCIAL INC 32,363 57,161
REINSURANCE GROUP AMER INC 38,815 62,807
RELX PLC 63,282 78,304
RENTOKIL INITIAL PLC SPON ADR 20,970 17,319
REPUBLIC SVCS INC 22,968 40,840
REVOLUTION MEDICINES INC 4,464 6,474
RINGCENTRAL INC 6,295 5,567
RIVIAN AUTOMOTIVE INC CL A 5,666 5,054
ROBERT HALF INTL INC 15,415 16,276
ROYAL GOLD INC COM 17,527 16,481
RXSIGHT, INC. 10,256 8,973
RYDER SYSTEM 33,928 61,275
S&P GLOBAL INC COM 27,705 38,128
SALESFORCE.COM 41,886 49,147
SANOFI-AVENTIS SPONSORED ADR 5,745 5,739
SAP AKTIENGESELL ADS 83,380 128,522
SBA COMMUNICATIONS CORP 45,423 34,442
SCHLUMBERGER LTD 30,738 25,956
SCHNEIDER ELEC UNSP/ADR 68,454 73,070
SCHNITZER STEEL INDUSTRIES, IN 9,155 5,753
SEA LTD 48,455 67,161
SENSIENT TECHNOLOGIES 5,867 5,559
SENTINELONE INC 11,173 9,102
SERVICE NOW 43,635 77,602
SHERWIN-WILLIAMS CO 26,617 30,945
SHOPIFY INC 41,210 58,800
SIEMENS HEALTHINEERS AG 25,125 21,943
SMC CORPORATION 42,765 32,151
SMITH A O CORP DEL COM 41,679 38,851
SMURFIT 15,891 18,366
SNAP ON INC 34,290 50,922
SONOCO PRODUCTS COMPANY 35,826 28,480
SONY GROUP CORP 85,639 105,800
SOUTHERN CO 18,639 22,226
SPECTRUM BRANDS HOLDINGS INC 5,185 5,437
SPOTIFY TECHNOLOGY SA 27,874 32,297
SPROUTS FARMERS MARKET INC 11,556 25,541
STARBUCKS CORP COM 12,261 11,954
STRAUMANN HLDG 30,696 28,336
STRIDE ORD SHS 3,952 9,027
STRYKER CORPORATION 20,724 30,187
SUPERNUS PHARMACEUTICALS INC 6,063 5,822
SYSCO CORP 34,892 34,331
T-MOBILE US INC 13,733 21,731
TAIWAN SEMICONDUCTOR MFG CO LT 136,904 187,221
TANGER FACTORY OUTLET CENTERS 10,800 11,126
TARGET CORPORATION 36,941 32,578
TECK RESOURCES LIMITED 18,424 15,807
TELEDYNE TECH INC 42,598 48,270
TENCENT HOLDINGS LIMITED 66,665 61,476
TERUMO CORP 34,797 35,724
TESLA MOTORS INC 14,932 29,698
TEXAS INSTRUMENTS INC 15,914 15,977
THE BLACKSTONE GROUP INC CL A 7,216 11,129
THE CHEFS' WAREHOUSE, INC 5,714 6,757
THE COCA-COLA CO 21,978 23,285
THE TRADE DESK INC 11,627 10,614
THERMO FISHER SCIENTIFIC INC 59,432 63,988
THOMSON REUTERS CORPORATION 45,846 59,180
THORNBURG STRATEGIC INCOME FUN 242,686 243,737
TIAA-CREF CORE IMPACT BOND FUN 5,697,728 5,055,319
TJX COMPANIES INC 14,054 17,638
TOAST INC 22,463 26,609
TOKIO MARINE HOLDINGS INC 46,579 44,269
TOKYO ELECTRON LTD 76,893 60,769
TRANE TECHNOLOGIES PLC 12,279 20,740
TRAVEL+LEISURE CO 16,961 19,020
TRIMBLE NAV LTD 9,975 11,447
TRINITY INDUSTRIES, INC 15,620 16,146
TRIP COM GROUP ADR 10,083 12,359
TRIUMPH BANCORP INC 5,922 5,862
UBER 78,269 82,397
UCB UNSP ADR 23,065 26,788
ULTRAGENYX PHARMACEUTICAL INC 11,317 8,708
UMB FINANCIAL CORPORATION 7,327 10,571
UNILEVER PLC AMER 56,125 58,174
UNION PACIFIC 51,868 51,765
UNITED CONTINENTAL HOLDINGS IN 15,675 18,935
UNITED RENTALS INC 6,688 11,235
UNITEDHEALTH GROUP INC 136,925 136,582
UNITI GROUP INC. COMMON STOCK 2,649 5,264
US FOODS HOLDING CORPORATION 41,547 59,297
VALERO ENERGY CORP 15,901 21,085
VALMONT INDUSTRIES INC 29,016 31,587
VALVOLINE INC 6,279 4,993
VANGARD RUSSELL 1000 GROWTH 4,786,874 4,800,352
VANGUARD RUSSELL 1000 VALUE ET 3,904,336 3,698,582
VAXCYTE INC 6,776 4,967
VERALTO CORPORATION 27,161 34,120
VERISK ANALYTICS, INC 26,408 36,632
VISA INC 137,450 186,464
VORNADO RLTY TR 11,801 13,201
WAL-MART DE MEX V SP/ADR 8,344 5,623
WAL-MART STORES INC 29,653 56,017
WALT DISNEY HOLDINGS CO 44,712 45,654
WARBY PARKER ORD SHS CLASS A 12,140 12,517
WASTE MANAGEMENT INC 13,100 17,062
WEBSTER FINL CORP 33,229 36,169
WEC ENERGY GROUP, INC 43,348 45,421
WEG SA BRAZIL SPONSORED ADR 11,307 16,591
WELLS FARGO & CO 40,124 61,249
WEST PHARMA SVCS INC 38,447 42,910
WESTERN ALLIANCE BANCORPORATIO 5,765 6,185
WESTINGHOUSE AIR BRAKE TECHNOL 10,917 22,372
WEX, INC 38,967 34,012
WINTRUST FINANCIAL CORPORATION 34,842 33,298
WOODWARD INC 33,694 48,095
WORKDAY INC 74,979 71,474
WORLD KINECT CORP 12,287 11,527
ZAI LABORATORY 5,962 5,552
ZILLOW GROUP, INC (CL A) 12,922 15,516
ZOETIS INC 21,190 20,855
ZURN WATER SOLUTIONS 5,138 5,483

TY 2024 InvestmentsGovtObligationsSch
Name:
Oechsle Family Foundation Inc
EIN:
20-4852371
US Government Securities - End of Year Book Value:

1,435,112
US Government Securities - End of Year Fair Market Value:

1,379,049
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 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 97,794     97,794
Bank Charges 112 112    
Postage/Delivery Service 199     199
Registered Agent Fee 160     160
State or Local Filing Fees 61     61


TY 2024 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 1,221 1,221  


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

TY 2024 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 38,430 2015-10 2025-10 PRINCIPAL & INT 1ST OF EACH MONTH 2 % NONE INVESTMENT N/A 0  

TY 2024 OtherProfessionalFeesSchedule
Name:
Oechsle Family Foundation Inc
EIN:
20-4852371
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 298,720 298,720    


TY 2024 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 2024 17,000      
990-PF Extension for 2023 4,900      
Foreign Tax Paid 3,213 3,213