Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

20-4852371
B Telephone number (see instructions)

8008391754
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$67,715,301J 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 .................
3 Interest on savings and temporary cash investments 12,334 12,334  
4 Dividends and interest from securities... 1,582,500 1,582,500  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,321,289
b Gross sales price for all assets on line 6a 20,264,047
7 Capital gain net income (from Part IV, line 2)... 1,343,221
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
118 118  
12 Total. Add lines 1 through 11........ 2,916,241 2,938,173  
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
293,769 293,769    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
84,325 6,525    
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
100,250 17   100,233
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 478,344 300,311   100,233
25 Contributions, gifts, grants paid....... 3,265,000 3,265,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 3,743,344 300,311   3,365,233
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -827,103
b Net investment income (if negative, enter -0-) 2,637,862
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 916,058 935,796 935,796
3 Accounts receivable  
Less: allowance for doubtful accounts   4,715    
4 Pledges receivable  
Less: allowance for doubtful accounts        
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) 35,430
Less: allowance for doubtful accounts   38,430 Click to see attachment
List of Attached Documents:
// Content
35,430 		35,429
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,435,112 Click to see attachment
List of Attached Documents:
// Content
2,147,382 		2,165,944
b Investments—corporate stock (attach schedule)....... 55,532,707 Click to see attachment
List of Attached Documents:
// Content
53,889,577 		62,795,946
c Investments—corporate bonds (attach schedule)....... 1,578,817 Click to see attachment
List of Attached Documents:
// Content
1,670,551 		1,782,186
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 59,505,839 58,678,736 67,715,301
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 59,505,839 58,678,736
29 Total net assets or fund balances (see instructions)..... 59,505,839 58,678,736
30 Total liabilities and net assets/fund balances (see instructions). 59,505,839 58,678,736
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
59,505,839
2
Enter amount from Part I, line 27a .....................
2
-827,103
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
58,678,736
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
58,678,736
Form 990-PF (2025)
Form 990-PF (2025)
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 20,264,047   18,920,826 1,343,221
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       1,343,221
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 1,343,221
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 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 36,666
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 36,666
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 36,666
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 23,205
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 23,205
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 8
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 13,469
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
FL
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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...................  
Form 990-PF (2025)
Form 990-PF (2025)
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 293,769
1 New York Plaza
NEW YORK,NY10004
Foundation Source Administrative 99,750
55 Walls Drive Ste 302
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
64,858,080
b
Average of monthly cash balances.......................
1b
747,370
c
Fair market value of all other assets (see instructions)................
1c
35,429
d
Total (add lines 1a, 1b, and 1c).......................
1d
65,640,879
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
65,640,879
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
984,613
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
64,656,266
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
3,232,813
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,232,813
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
36,666
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
36,666
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,196,147
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
3,196,147
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
3,196,147
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, line 26, column (d) ..........
1a
3,365,233
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
3,365,233
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 3,196,147
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 2,996,072
b Total for prior years:2023, 2022, 2021  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 3,365,233
a Applied to 2024, but not more than line 2a 2,996,072
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 2025 distributable amount..... 369,161
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025.    
(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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		2,826,986
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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   General & Unrestricted 40,000

ALL OUR KIN INC

PO BOX 8477
NEW HAVEN,CT06530 		N/A   General & Unrestricted 100,000

ALLIANCE FOR EARLY SUCCESS

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

AMERICAN CANCER SOCIETY

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

AMERICAN NEAR EAST REFUGEE AID INC

1111 14TH ST NW 400
WASHINGTON,DC20005 		N/A   General & Unrestricted 40,000

AMERICAN PRAIRIE FOUNDATION

PO BOX 908
BOZEMAN,MT59771 		N/A   General & Unrestricted 50,000

ANAYA TIPNIS FOUNDATION INC

308 COMMONWEALTH AVE APT H
BOSTON,MA02115 		N/A   General & Unrestricted 30,000

BLACK OUTSIDE INC

305 E RAMSEY RD
SAN ANTONIO,TX78216 		N/A   General & Unrestricted 30,000

CAMP SUNSHINE AT SEBAGO LAKE INC

35 ACADIA RD
CASCO,ME04015 		N/A   General & Unrestricted 10,000

COLD SPRING SCHOOL INC

263 CHAPEL ST
NEW HAVEN,CT06513 		N/A   Financial Aid Program 85,000

COMMUNITY FOUNDATION FOR GREATER NEW HAVEN

70 AUDUBON ST
NEW HAVEN,CT06510 		N/A   Basic Needs Fund and Black Futures Fund 205,000

COMMUNITY FOUNDATION FOR GREATER NEW HAVEN

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

CONCEPTS FOR ADAPTIVE LEARNING INC

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

CONNECTICUT FOODSHARE INC

2 RESEARCH PKWY
WALLINGFORD,CT06492 		N/A   General & Unrestricted 70,000

EYES EARS NOSE AND PAWS INC

2401 OLD NC HWY 86
HILLSBOROUGH,NC27278 		N/A   General & Unrestricted 40,000

FAIR HAVEN COMMUNITY HEALTH CLINIC INC

374 GRAND AVE
NEW HAVEN,CT06513 		N/A   Basic Needs Fund 75,000

FEAST INC

2800 STANFORD AVE
LOS ANGELES,CA90011 		N/A   General & Unrestricted 50,000

FOUNDATION FOR METROWEST INC

3 ELIOT ST
NATICK,MA01760 		N/A   The Waltham Family school, Equity in Education program, General & Unrestricted 180,000

GATHER NEW HAVEN

495 BLAKE ST UNIT C
NEW HAVEN,CT06515 		N/A   Farm-Based Wellness Program 50,000

HAIRTOSTAY

2234 BEACH ST
SAN FRANCISCO,CA94123 		N/A   General & Unrestricted 35,000

HOPE AND COMFORT INC

33 4TH AVE
NEEDHAM,MA02494 		N/A   General & Unrestricted 100,000

HOSPICE OF THE GOOD SHEPHERD INC

160 WELLS AVE
NEWTON CENTER,MA02459 		N/A   Good Shepherd Community Palliative Care Program 100,000

HOUSATONIC COMMUNITY COLLEGE FOUNDATION INC

900 LAFAYETTE BLVD
BRIDGEPORT,CT06604 		N/A   Family Economic Security Program 50,000

INTEGRATED REFUGEE & IMMIGRANT SERVICES INC

33 DIXWELL AVE 380
NEW HAVEN,CT06511 		N/A   General & Unrestricted 90,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		N/A   General & Unrestricted 100,000

LA COLABORATIVA INC

63 6TH ST
CHELSEA,MA02150 		N/A   General & Unrestricted 30,000

LAWRENCE COMMUNITY WORKS INC

168 NEWBURY ST
LAWRENCE,MA01841 		N/A   General & Unrestricted 50,000

LENNY LEARNING INC

169 MADISON AVE STE 2487
NEW YORK,NY10016 		N/A   General & Unrestricted 75,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA ST STE 540
BOSTON,MA02114 		N/A   Share for Hair Program at Massachusetts 25,000

MAX WARBURG COURAGE CURRICULUM INC

263 HUNTINGTON AVE BOX 366
BOSTON,MA02115 		N/A   General & Unrestricted 15,000

MIDDLESEX HOSPITAL

28 CRESCENT ST
MIDDLETOWN,CT06457 		N/A   Prenatal and Beyond Program 40,000

NEW HAVEN LEGAL ASSISTANCE ASSOCIATION INC

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

NEW REACH INC

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

NEWTON WELLESLEY HOSPITAL

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

NORTHWESTERN UNIVERSITY

1201 DAVIS ST 3RD FLOOR
EVANSTON,IL60208 		N/A   Student Affairs Tentative pilot program for coordinator of clinical support 125,000

NOVA UKRAINE

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

NURSE FAMILY PARTNERSHIP

1900 GRANT ST NO 400
DENVER,CO80203 		N/A   Child First fund 100,000

OUR PIECE OF THE PIE INC

20-28 SARGEANT ST
HARTFORD,CT06105 		N/A   General & Unrestricted 40,000

PINKY SWEAR FOUNDATION

5555 W 78TH ST STE E
EDINA,MN55439 		N/A   General & Unrestricted 10,000

PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS INC

1055 COMMONWEALTH AVE
BOSTON,MA02215 		N/A   General & Unrestricted 40,000

POLITICAL ASYLUM IMMIGRATION REPRESENTATION PROJEC

98 N WASHINGTON ST STE 106
BOSTON,MA02114 		N/A   General & Unrestricted 100,000

POSTPARTUM SUPPORT INTERNATIONAL

6706 SW 54TH AVE
PORTLAND,OR97219 		N/A   General & Unrestricted 20,000

PROJECT CAMP INC

1501 BURNLEY RD
SCOTTSVILLE,KY42164 		N/A   The Center For Courageous Kids fund 10,000

PROJECT HOPE BOSTON INC

550 DUDLEY ST
ROXBURY,MA02119 		N/A   General & Unrestricted 30,000

ROCA INC

101 PARK ST
CHELSEA,MA02150 		N/A   The Young Women program 50,000

SECOND WIND FUND INC

303 E 17TH AVE STE 208
DENVER,CO80203 		N/A   General & Unrestricted 20,000

START EARLY

1 N DEARBORN ST STE 700
CHICAGO,IL60602 		N/A   General & Unrestricted 50,000

THE DIAPER BANK OF CONNECTICUT INC

370 STATE ST STE 4
NORTH HAVEN,CT06473 		N/A   General & Unrestricted 75,000

THE PARMENTER FOUNDATION INC

260 BOSTON POST RD STE 5
WAYLAND,MA01778 		N/A   for subsidizing hospice beds at the Miriam Boyd Parlin Hospice residence 100,000

WILDLIFE CONSERVATION INTERNATIONAL

9901 BRODIE LN STE 160 PMB 816
AUSTIN,TX78748 		N/A   Hutan-Kinabatangan Orangutan conservation program 10,000

WOMENS LUNCH PLACE INC

PO BOX 170900
BOSTON,MA02117 		N/A   General & Unrestricted 75,000
Total ................................. 3a 3,265,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 12,334  
4 Dividends and interest from securities ....     14 1,582,500  
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 1,321,289  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION LAWSUIT PROCEEDS 		    01 118  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   2,916,241  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,916,241
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
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 2025 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 2025 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% 84,791 85,375
AMGEN INC - 2.450% - 02/21/203 44,717 48,548
ASTRAZENECA - 1.375% - 08/06/2 50,855 56,048
AT&T - 2.250% - 02/01/2032 26,807 29,861
AT&T, INC - 1.700% - 03/25/202 89,592 96,509
BK OF AMERICA CORP - 1.658% - 89,035 96,548
BLACKROCK INC - 1.900% - 01/28 56,434 62,068
BP CAP MKTS AMER INCSER B - 3. 37,450 38,877
BP CAPITAL MARKETS AMERICA INC 74,939 77,540
CHEVRON USA INC - 4.687% - 04/ 34,146 34,813
CHEVRON USA INC - 4.819% - 04/ 45,381 46,331
CHEVRON USA INC - 4.850% - 10/ 56,658 57,802
CHEVRON USA INC - 4.980% - 04/ 51,279 52,358
CITIGROUP INC - 2.520% - 11/03 41,817 46,643
CITIGROUP INC NOTE - 1.462% - 119,827 130,492
COMCAST COPR - 5.300% - 06/01/ 17,102 17,556
EQUINOR ASA - 2.375% - 05/22/2 34,116 36,335
GOLDMAN SACHS GROUP INC - 2.38 23,137 26,001
GOLDMAN SACHS GROUP INC NOTE - 88,518 96,343
GOLDMAN SACHS GROUP INC SR GLO 89,328 97,501
JOHNSON & JOHNSON - 4.700% - 0 17,072 17,529
JP MORGAN CHASE - 1.578% - 04/ 57,580 62,532
JP MORGAN CHASE - 2.545% - 11/ 51,427 56,919
JPMORGAN CHASE &CO NT - 1.470% 56,707 61,854
META PLTFRMS INC-0% -11/15/30 16,984 17,058
META PLTFRMS INC-0%- 11/15/32 20,085 20,188
META PLATFORMS INC - 4.880% - 11,027 10,985
ORACLE CORP - 2.950% - 04/01/2 29,776 31,423
ORACLE CORP NOTE CALL MAKE WHO 63,702 68,565
SHELL FIN US INC - 2.750% - 04 13,860 14,234
SHELL FIN US INC - 4.130% - 11 16,965 16,998
SHELL FIN US INC - 4.750% - 01 37,999 38,020
UNITED STATES TREAS BONDS - 4. 28,573 28,624
US BANCORP - 2.677% - 01/27/20 92,865 103,708

TY 2025 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 51,766 61,332
ABBEY CAPITAL FUTURES STRATEGY 548,401 584,397
ABBOTT LABS 21,652 24,807
ABBVIE INC 47,875 64,206
ACADIA PHARMACEUTICALS INC 15,586 20,139
ACCENTURE PLC 13,532 12,099
ACI WORLDWIDE INC 9,663 12,765
ACUITY BRANDS INC 9,628 12,404
ADT LTD 12,359 11,395
ADVANCED DRAINAGE SYSTEMS INC 7,049 7,575
ADVANCED MEDICAL OPTICS 6,219 6,042
ADYEN N.V. 71,611 64,183
AECOM TECHNOLOGY CORPORATION 10,002 9,092
AFFIRM HOLDINGS INC CL A 14,302 19,650
AIRBNB 48,790 48,995
AIRBUS GROUP 129,147 167,273
AKAMAI TECH COM STK 26,169 25,041
ALASKA AIR GROUP INC 6,054 5,282
ALBANY INTERNATIONAL CORP 15,223 8,923
ALBEMARLE CP 27,653 23,903
ALCOA INC 6,249 7,174
ALCON INC 84,917 78,101
ALKERMES 5,431 5,596
ALLEGION PLC 8,693 11,609
ALLIANCEBERNSTEIN SELECT US LO 367,546 351,703
ALLSTATE CORP 19,211 20,071
ALPHABET INC CL A 66,155 121,757
AMAZON COM 185,103 265,905
AMEREN CORPORATION 10,534 12,882
AMERICAN AIRLINES GROUP INC 23,078 27,671
AMERICAN ELECTRIC POWER INC 10,668 13,145
AMERICAN EXPRESS CO 30,487 53,643
AMN HEALTHCARE SERVICES INC 6,323 5,343
ANALOG DEVICES INC 33,886 47,731
ANDERSONS, INC. 6,264 6,487
ANNALY MTG MGMT INC. COM 19,083 20,169
AON PLC CL A 26,804 28,666
APOLLO GLOBAL MANAGEMENT, INC 26,369 27,360
APPLE INC 117,956 157,135
APPLIED MATERIALS INC 21,891 32,124
ARAMARK 7,173 6,156
ARCHROCK INC 24,280 47,955
ARGENX SE 62,961 94,186
ARHAUS INC 6,218 6,513
ARISTA NETWORKS 6,292 6,158
ARRAY BIOPHARMA INC 18,174 21,068
ARROW ELECTRONICS INC 24,182 23,468
ASML HOLDING NV NY REG SHS 241,937 283,513
ASTRAZENECA PLC SP ADR 165,671 205,096
AT&T, INC 21,330 32,814
ATRICURE, INC. 6,576 7,596
AUTOMATIC DATA PROCESSING INC 19,470 20,177
AUTONATION INC 9,085 11,521
AUTOZONE INC 6,762 18,501
AVALONBAY CMNTYS INC 7,010 5,365
AVANTOR HOLDINGS INC 17,052 16,250
AVERY DENNISON CORP 12,753 13,798
AXA ADS 91,770 93,964
AXALTA COATING SYSTEMS LTD 13,718 13,053
BADGER METER, INC 9,301 8,722
BANC OF CALIFORNIA INC 6,247 7,234
BANCO SANTANDER CEN 94,039 125,194
BANK NEW YORK MELLON CORP COM 22,562 41,444
BANK OF AMERICA CORP 34,029 48,895
BANNER CORP 11,532 10,151
BEACON FINANCIAL CORP 13,789 13,818
BIO RAD LABS INC CL A 33,566 28,994
BLACKROCK EVENT DRIVEN EQUITY 530,147 550,197
BLACKROCK GLOBAL LONG SHORT EQ 243,366 302,542
BLACKROCK INC 14,558 24,011
BLACKROCK SYSTEMATIC MULTI STR 589,519 606,744
BLACKROCK TACTICAL OPPORTUNITI 327,370 330,084
BLUE OWL CAPITAL 14,071 11,818
BNY MELLON GLOBAL REAL RETURN 421,583 461,760
BOOKING HOLDINGS INC 11,681 16,928
BORG WARNER INC 47,704 57,226
BOSTON PPTYS INC 25,530 29,354
BOX INC 30,351 33,110
BRAMBLES LTD UNSP AD 61,539 95,011
BREAD FINANCIAL HOLDINGS 16,696 22,357
BRIGHT HORIZONS FAMILY SOLUTIO 11,609 9,683
BRISTOL-MYERS SQUIBB CO 15,536 14,726
BROADCOM INC 47,204 103,484
BROOKFIELD RENEWABLE CORPORATI 6,263 5,559
BYD CO LTD UNSP/ADR 64,856 46,212
C H ROBINSON WORLDWIDE INC 37,198 52,890
CABOT CP 20,602 20,812
CACI INTL INC 31,168 27,947
CALAMOS MARKET NEUTRAL FD CL I 345,939 377,125
CALIFORNIA RESOURCES 17,536 15,649
CANADIAN NATURAL RESOURCES LTD 9,286 12,931
CAPITAL ONE FINANCIAL CORP 15,421 27,387
CARGURUS INC 6,127 6,788
CBRE GROUP 34,798 72,034
CCM COMMUNITY IMPACT BOND FUND 4,249,135 3,919,385
CELEBRATE INTERNATIONAL HOLDIN 11,791 13,316
CELESTICA INC. SV 44,768 70,946
CENCORA INC 20,037 40,530
CENOVUS ENERGY INC 13,803 12,419
CENTENE CORP 26,870 16,460
CENTERPOINT ENERGY 13,527 18,902
CF INDUSTRIES HOLDINGS, INC 39,047 38,283
CHARLES RIV LABORATORIES INTL 31,288 30,720
CHARLES SCHWAB CORP 16,157 19,582
CHECK POINT SOFTWARE TECHNOLOG 76,597 68,657
CHEVRON CORP 31,146 35,054
CHIPOTLE MEX GRILL 38,450 38,850
CHUBB LIMITED 24,765 42,136
CIRRUS LOGIC INC 27,419 34,721
CISCO SYSTEMS INC 25,345 39,593
CME GROUP, INC 21,984 28,400
CMS ENERGY CP 5,357 6,097
CNX RESOURCES CORP 8,061 11,693
COCA COLA EUROPEAN PARTNERS PL 6,772 11,519
COEUR MINING 6,144 7,738
COLUMBIA BANKING SYSTEM, INC 5,142 6,820
COMCAST CORP 36,056 24,928
COMERICA INC 24,370 33,729
COMMERCIAL METALS 4,704 7,822
COMPASS MINERALS INTERNATIONAL 6,459 6,501
CONMED CORPORATION 31,958 15,306
CONOCOPHILLIPS 40,436 43,716
COPT DEFENSE PROPERTIES 21,670 23,880
CORE AND MAIN INC 5,117 5,144
CORPAY INC 12,913 14,584
CRH PLC 37,479 47,923
CROWN HOLDINGS INC 21,308 21,315
CSG SYST INTL INC. 5,664 7,409
CSX CORP 12,020 13,231
CUMMINS INC 21,880 33,620
CUSTOMERS BANKCORP 6,323 6,785
D R HORTON 17,980 25,925
DANAHER CORP 12,190 13,630
DARDEN RESTAURANTS INC 26,736 32,756
DARLING INGREDIENTS INC 8,432 5,580
DATADOG INC 12,082 12,533
DELL TECHNOLOGIES INC CLASS C 17,924 25,050
DIAMONDBACK ENERGY INC 36,778 29,465
DROPBOX INC 16,963 17,069
DTE ENERGY CO COM 5,403 5,740
DXC TECHNOLOGY COMPANY 6,067 5,845
DYNAVAX TECHNOLOGIES CORP 6,119 8,751
E.ON AG SPON ADR REP 1/3 ORD N 82,232 89,662
EAST WEST BANCORP, INC 36,082 44,850
EATON CORP PLC 48,220 55,102
EBAY INC 8,428 13,588
ECHOSTAR HOLDING CORPORATION 4,265 18,805
EDP-ELECTRICIDADE DE PORTUGAL 57,598 64,934
ELANCO ANIMAL HEALTH INCORPORA 20,058 30,053
EMERSON ELECTRIC CO 23,397 24,288
ENCOMPASS HEALTH CORPORATION 10,664 12,206
ENERGY RECOVERY INC 32,397 28,626
ENTERGY CORP 33,623 43,812
EQUINIX, INC 46,813 42,899
EQUITABLE HOLDINGS INC 26,880 24,302
ESSILOR INTL ADR 79,448 70,022
ETSY INC 6,015 5,175
EXTREME NETWORKS, INC 6,202 4,612
EXXON MOBIL CORP 41,141 45,850
FAMOUS DAVE'S OF AMERICA 5,757 13,144
FEDERATED HERMES CORPORATE BON 269,118 273,983
FEDERATED HERMES HIGH YIELD ST 118,738 124,036
FEDERATED HERMES INTERNATIONAL 146,643 150,249
FEDERATED HERMES MORTGAGE STRA 1,343,379 1,398,747
FEDEX CORPORATION 19,273 23,193
FERRARI NV 73,846 66,151
FIRST ENERGY CORP 28,251 32,279
FIRST HORIZON NATL 6,103 6,429
FIVE BELOW INC 11,704 15,137
FLEXTRONICS INTERNATIONAL 12,475 21,812
FORMFACTOR INC. 24,917 35,811
FREEPORT-MCMORAN COPPER & GOLD 12,383 13,256
FRESH DEL MONTE PROD 5,794 6,520
FRONTDOOR INC 20,662 23,595
GALDGALDERMA GROUP AG UNSPONSO 67,847 74,610
GALLAGHER ARTHUR J & CO 14,921 13,080
GAMESTOP CORP 19,147 15,803
GATX CORP INC 31,445 47,827
GEN DYNAMICS CP 39,525 55,549
GILEAD SCIENCES INC 46,333 48,728
GIVAUDAN SA UNSP/ADR 41,246 37,000
GOLDMAN SACHS GROUP 8,084 22,223
GQG PARTNERS EMERGING MARKETS 771,797 786,377
GRAINGER W W INC 39,006 51,744
GRANITE CONSTRUC INC 18,572 26,415
GROUPE DANONE ADS 108,631 134,921
HALLADOR ENERGY COMPANY 6,281 6,036
HCC INS HLDGS INC 6,238 8,211
HENDERSON GROUP PLC 18,753 26,068
HERMES INTL 10 ADR 90,475 87,048
HEXCEL CP DELAWARE 23,726 29,856
HOLOGIC, INC 36,423 34,861
HOME DEPOT INC 43,907 42,668
HONEYWELL INTL 72,551 86,425
HOULIHAN LOKEY INC 17,832 38,322
HOYA CORP SPONS ADR 73,926 91,748
HSBC HOLDINGS PLC 118,768 136,335
HUBBELL INCORPORATED 22,357 23,807
HUNTINGTON BANCSHARES INC 23,806 30,137
HUNTINGTON INGALLS INDUSTRIES 30,989 55,771
IDEAYA BIOSCIENCES 12,506 15,971
IES HLDGS INC COM 3,337 7,352
ILLINOIS TOOL WORKS 17,371 17,150
INDIVIOR PLC ORD 6,223 7,248
INDUSTRIA DE DISENO 102,310 135,729
INNOVEX INTERNATIONAL INC 6,440 5,949
INSPERITY INC 36,237 11,926
INTERCONTINENTAL EXCHANGE, INC 23,635 26,885
INTERFACE INC CL A 6,285 6,338
INTERNATIONAL BUSINESS MACHINE 18,977 41,469
INTESA SANPAOLO SPA 81,594 134,941
INTUIT 55,589 59,725
INTUITIVE SURGICAL 45,925 66,264
IONIS PHARMACEUTICALS INC 18,349 34,729
IQVIA HOLDINGS INC 23,442 27,500
IRHYTHM TECHNOLOGIES INC 6,304 6,290
ISHARES INC ISHARES MSCI EM ES 2,468,237 2,767,736
ISHARES MSCI KLD 400 SOCIAL IN 4,169,835 7,744,872
ISHARES TRUST ISHARES MSCI EAF 3,937,048 5,190,297
ISHARESLEHMAN 7-10YR 3,794,228 3,809,090
JACOBS SOLUTIONS INC 14,226 15,498
JAZZ PHARMACEUTICALS INC 27,515 38,080
JOHN HANCOCK DIVERSIFIED MACRO 457,649 416,611
JOHNSON & JOHNSON 56,785 73,881
JP MORGAN CHASE 91,997 194,621
JPMORGAN HEDGED EQUITY SELECT 250,404 330,374
KEYSIGHT TECHNOLOGIES INC 16,089 21,132
KINROSS GOLD CORP 17,273 47,450
KLA TENCOR CORP 17,387 29,144
L'OREAL ADR 84,895 90,618
L3HARRIS TECHNOLOGIES 32,055 37,578
LABCORP HLDGS INC (LABORATORY 12,161 11,800
LAM RESEARCH CORP 14,290 29,443
LEIDOS HOLDINGS INC 10,721 13,855
LENOVO GROUP LTD ADR 34,290 30,773
LINCOLN NATIONAL CORP 16,995 18,703
LINDE PLC COM 60,759 56,710
LONDON STK EXCHANGE GROUP 62,942 56,279
LPL FINANCIAL HOLDINGS INC 25,090 34,656
LULULEMON ATHLETICA INC 12,644 12,163
LYFT INC 11,612 13,888
MACY'S INC 5,977 5,689
MARATHON PETROLEUM CORP 17,954 31,875
MARSH AND MCLENNAN COMPANIES I 59,454 61,222
MARVELL TECHNOLOGY, INC 16,439 18,186
MASTEC INC 17,881 30,214
MCDONALD'S CORP 26,229 30,299
MCKESSON CORP 20,896 35,694
MDU RESOURCES GROUP 37,258 35,136
MEDNAX, INC 6,765 9,775
MEDTRONIC PLC 45,912 50,239
MERCK & CO INC 22,176 23,578
MERITAGE CORPORATION 6,109 5,509
META PLATFORMS INC 149,490 205,288
MICROCHIP TECHNOLOGY INC 36,054 31,223
MICRON TECHNOLOGY 15,956 43,382
MICROSOFT CORP 181,454 250,032
MIDDLEBY CORPORATION 32,785 37,019
MITSUBISHI UFJ FINANCIAL GROUP 95,737 116,841
MKS INSTRUMENTS, INC 6,267 6,154
MONDELEZ INTERNATIONAL INC 22,458 19,217
MONOLITHIC POWER SYSTEMS, INC 22,800 31,076
MONSTER BEVERAGE CORP 22,156 33,275
MOOG INC CL A 21,462 53,581
MORGAN STANLEY 38,882 78,823
MTU AERO ENGINES 84,358 81,913
MUELLER WATER PRODUCTS INC 5,779 5,717
NATL FUEL GAS CO 13,118 16,092
NATWEST GROUP ADR REPRESENTING 108,089 150,938
NETFLIX INC 66,053 97,510
NETGEAR INC 11,929 9,150
NEUBERGER BERMAN ALTRNTIVE FDS 380,251 439,900
NEWMONT GOLDCORP CORPORATION 17,979 30,754
NEXTERA ENERGY, INC 11,599 11,962
NEXTRACKER INC 4,642 8,283
NISOURCE INC 11,446 12,862
NOMURA RESEARCH INSTITUTE LTD 45,607 53,260
NORTHROP GRUMMAN CORP 13,143 18,362
NOVO NORDISK A S 15,334 13,127
NOVOZYMES A/S UNSP/ADR 64,612 61,266
NRG ENERGY 12,319 11,590
NUTANIX INC 5,222 4,083
NVIDIA CORP 88,438 324,697
NXP SEMICONDUCTORS 35,103 34,513
OLD DOMINION FREIGHT LINE 12,554 14,258
ON SEMICONDUCTOR 33,600 28,916
ONE GAS INC 5,700 6,225
ORACLE CORP 86,814 80,108
PACKAGING CORP AMER 10,325 11,547
PALO ALTO NETWORKS INC 44,921 63,181
PAPA JOHNS INTL INC 21,511 17,628
PARKER HANNIFIN CP 16,498 43,817
PAYPAL HOLDINGS, INC 16,047 12,201
PBF ENERGY INC 18,066 15,702
PENN NATIONAL GAMING 16,868 9,942
PENTAIR INC. COM 14,215 18,433
PEPSICO INC 12,907 11,635
PIMCO MORTGAGE OPPORTUNITIES F 641,953 623,824
PNC FINANCIAL GROUP INC 21,710 25,674
PPCRX 414,678 432,084
PPL CORPORATION 23,432 23,533
PRIMO BRANDS CORPORATION CLASS 12,610 7,913
PRIVIA HEALTH GROUP INC 17,916 17,735
PROCTER GAMBLE CO 44,288 41,703
PROLOGIS 6,443 6,722
PROTAGONIST THERAPEUTICS 2,618 6,558
PRYSMIAN SPA MILANO 90,388 119,863
PUBLIC STORAGE INC 5,986 5,398
QIAGEN NV 32,017 30,715
QUALCOMM INC 6,689 6,609
QUEST DIAGNOSTICS 24,376 24,815
RANGE RESOURCES CORP DEL 12,010 12,165
RAYMOND JAMES FINANCIAL INC 27,155 48,819
REINSURANCE GROUP AMER INC 28,731 43,947
RELIANCE STL & ALMN 19,081 17,490
RELX PLC 92,586 78,698
REPUBLIC SVCS INC 20,048 36,876
RESIDEO TECHNOLOGIESINC COM 6,229 7,164
RICHTECH ROBOTICS INC CL B 6,071 3,886
RINGCENTRAL INC 5,972 6,614
RIVIAN AUTOMOTIVE INC CL A 25,580 38,513
ROCHE HOLDING LTD ADR 54,670 55,953
RYANAIR HOLDINGS PLC-ADR COM 55,253 64,466
RYDER SYSTEM 41,728 68,900
S&P GLOBAL INC COM 26,610 34,716
SALESFORCE.COM 47,211 44,505
SALLY BEAUTY HLDG 6,240 5,847
SANDISK CORP 16,123 42,728
SANDVIK AB SPONS ADR 55,753 55,541
SAP AKTIENGESELL ADS 133,658 161,292
SBA COMMUNICATIONS CORP 36,678 27,660
SCHLUMBERGER LTD 16,030 13,471
SCHNEIDER ELEC UNSP/ADR 111,453 124,866
SEA LTD 104,063 125,019
SEMTECH CORPORATION 17,472 30,655
SERVICE NOW 24,558 24,204
SHERWIN-WILLIAMS CO 38,583 40,504
SHOALS TECHNOLOGIES GROUP 14,804 15,326
SHOPIFY INC 34,930 52,959
SIEMENS ENERGY AG 92,550 176,589
SLIDE INS HOLDINGS INC 12,594 15,857
SMITH A O CORP DEL COM 39,249 35,781
SNAP ON INC 27,737 41,697
SOFTBANK CP UNSP ADR 58,321 56,757
SONOCO PRODUCTS COMPANY 30,181 21,558
SONY GROUP CORP 110,378 172,365
SOUTHERN CO 18,639 23,544
STEEL DYNAMICS INC 12,167 14,521
STERLING CONSTRUCTION COMPANY 10,861 25,687
STRIDE ORD SHS 2,006 2,863
STRYKER CORPORATION 24,730 31,791
SYNOPSYS, INC 53,410 48,493
SYSCO CORP 25,844 24,834
T-MOBILE US INC 17,530 20,263
TAIWAN SEMICONDUCTOR MFG CO LT 134,677 193,274
TANGO THERAPEUTICS INC 12,018 13,095
TAPESTRY INC 12,140 14,182
TE CONNECTIVITY LTD 15,825 24,116
TECHNIPFMC PLC 18,287 22,993
TEGNA 12,400 12,209
TELEDYNE TECH INC 37,597 46,660
TENCENT HOLDINGS LIMITED 108,411 124,777
TENET HEALTHCARE CORP 12,538 12,250
TERUMO CORP 88,702 70,615
TESLA MOTORS INC 36,845 58,464
TEXAS INSTRUMENTS INC 10,265 9,535
THE CHEFS' WAREHOUSE, INC 8,718 11,469
THE COCA-COLA CO 48,160 52,712
THE MOSAIC CO 18,616 12,190
THERMO FISHER SCIENTIFIC INC 44,546 51,539
TIAA-CREF CORE IMPACT BOND FUN 5,697,728 5,203,836
TJX COMPANIES INC 15,298 22,581
TOKYO ELECTRON LTD 67,297 84,078
TOUCHSTONE FLEXIBLE INCOME FD 367,546 372,551
TRANE TECHNOLOGIES PLC 17,147 18,411
TRAVEL+LEISURE CO 14,064 21,441
TRIMBLE NAV LTD 9,352 11,204
U G I CP 25,276 27,324
UBER 57,468 73,784
UCB UNSP ADR 75,465 105,798
UNILEVER PLC AMER 116,700 144,142
UNION PACIFIC 26,948 26,602
UNITED CONTINENTAL HOLDINGS IN 12,125 15,878
UNITED RENTALS INC 23,693 30,430
UNITEDHEALTH GROUP INC 49,937 41,264
UNITY SOFTWARE INC 17,723 29,417
URBAN OUTFITTERS, INC 12,173 11,214
US FOODS HOLDING CORPORATION 56,326 74,115
V F CORP 6,098 7,594
VALERO ENERGY CORP 13,153 19,209
VALMONT INDUSTRIES INC 25,548 36,320
VANGARD RUSSELL 1000 GROWTH 5,083,203 6,033,929
VANGUARD RUSSELL 1000 VALUE ET 3,705,006 3,987,083
VERTEX PHARMCTLS INC 43,072 48,963
VISA INC 99,264 138,530
WAL-MART STORES INC 23,617 49,577
WALT DISNEY HOLDINGS CO 60,369 65,645
WARBY PARKER ORD SHS CLASS A 19,586 17,149
WASTE MANAGEMENT INC 17,247 22,630
WAYFAIR INC 6,279 10,643
WEBSTER FINL CORP 28,502 35,252
WEC ENERGY GROUP, INC 29,201 35,013
WELLS FARGO & CO 42,259 80,991
WELLTOWER INC. 5,374 7,102
WESTERN ALLIANCE BANCORPORATIO 20,244 20,345
WESTINGHOUSE AIR BRAKE TECHNOL 10,851 19,256
WEX, INC 30,447 22,645
WINTRUST FINANCIAL CORPORATION 29,491 31,599
WOLVERINE WORLDWIDE 11,294 13,885
WOODWARD INC 27,996 73,161
XP INC CL A 28,740 25,390
ZAI LABORATORY 36,391 18,152
ZIONS BANCORP 24,569 26,811
ZURN WATER SOLUTIONS 15,741 18,271

TY 2025 InvestmentsGovtObligationsSch
Name:
Oechsle Family Foundation Inc
EIN:
20-4852371
US Government Securities - End of Year Book Value:

2,147,382
US Government Securities - End of Year Fair Market Value:

2,165,944
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 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 99,750     99,750
Bank Charges 17 17    
Postage/Delivery Service 262     262
Registered Agent Fee 160     160
State or Local Filing Fees 61     61


TY 2025 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 118 118  


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

TY 2025 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   55,261 35,430 2015-10 2026-10 PRINCIPAL & INT 1ST OF EACH MONTH 2 % NONE INVESTMENT N/A 0  

TY 2025 OtherProfessionalFeesSchedule
Name:
Oechsle Family Foundation Inc
EIN:
20-4852371
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 293,769 293,769    


TY 2025 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 2025 21,700      
990-PF Extension for 2024 56,100      
Foreign Tax Paid 6,525 6,525