Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
COCHERL FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)14105 CANTERBURY ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LEAWOOD, KS66224
A Employer identification number

46-6266710
B Telephone number (see instructions)

(913) 764-6700
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$15,290,234J 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) 3,835
2 Check bullet.............
3 Interest on savings and temporary cash investments 69,221 69,221  
4 Dividends and interest from securities... 156,673 156,673  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 684,682
b Gross sales price for all assets on line 6a 15,404,414
7 Capital gain net income (from Part IV, line 2)... 684,682
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).......      
12 Total. Add lines 1 through 11........ 914,411 910,576  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,425 2,213   2,212
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,663 675   0
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 144,533 143,784   735
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 159,621 146,672   2,947
25 Contributions, gifts, grants paid....... 471,053 471,053
26 Total expenses and disbursements. Add lines 24 and 25 630,674 146,672   474,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 283,737
b Net investment income (if negative, enter -0-) 763,904
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... -153,335 251,758 251,755
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,206,924 Click to see attachment5,497,454 10,105,036
c Investments—corporate bonds (attach schedule)....... 1,222,291 Click to see attachment1,323,549 1,445,768
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,162,717 Click to see attachment2,628,872 3,487,675
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,438,597 9,701,633 15,290,234
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 9,438,597 9,701,633
29 Total net assets or fund balances (see instructions)..... 9,438,597 9,701,633
30 Total liabilities and net assets/fund balances (see instructions). 9,438,597 9,701,633
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
9,438,597
2
Enter amount from Part I, line 27a .....................
2
283,737
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,722,334
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
20,701
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,701,633
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a MARKETABLE SECURITIES   2020-01-01 2020-12-31
b CAPITAL GAINS DIVIDENDS P    
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 15,385,988   14,719,732 666,256
b 18,426     18,426
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       666,256
b       18,426
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 2 684,682
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 10,618
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 10,618
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,618
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,129
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,129
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 131
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,380
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,380 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletKS
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPATRICK J COCHERL JR Telephone no.bullet (913) 685-8855

    Located atbullet14105 CANTERBURYLEAWOODKS ZIP+4bullet66224
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
    Yes
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PATRICK J COCHERL JR TRUSTEE
    1.00     		0 0 0
    14105 CANTERBURY
    LEAWOOD,KS66224
    KATHLEEN B COCHERL TRUSTEE
    1.00     		0 0 0
    14105 CANTERBURY
    LEAWOOD,KS66224
    KRISTIN COCHERL TARPY TRUSTEE
    1.00     		0 0 0
    14105 CANTERBURY
    LEAWOOD,KS66224
    JENNIFER COCHERL HARRIS TRUSTEE
    1.00     		0 0 0
    14105 CANTERBURY
    LEAWOOD,KS66224
    SHAWN P COCHERL TRUSTEE
    1.00     		0 0 0
    14105 CANTERBURY
    LEAWOOD,KS66224
    RYAN M COCHERL TRUSTEE
    1.00     		0 0 0
    14105 CANTERBURY
    LEAWOOD,KS66224
    PATRICK J COCHERL III TRUSTEE
    1.00     		0 0 0
    14105 CANTERBURY
    LEAWOOD,KS66224
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    11,735,221
    b
    Average of monthly cash balances.......................
    1b
    840,516
    c
    Fair market value of all other assets (see instructions)................
    1c
    761,607
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,337,344
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    13,337,344
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    200,060
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,137,284
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    656,864
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    656,864
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    10,618
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,618
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    646,246
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    646,246
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    646,246
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    474,000
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    474,000
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    474,000
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 646,246
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019...... 329,539
    fTotal of lines 3a through e........ 329,539
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 474,000
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 474,000
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 172,246 172,246
    (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 5 157,293
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		157,293
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019.... 157,293
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    PATRICK J COCHERL JR
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    PATRICK J COCHERL
    14105 CANTERBURY
    LEAWOOD,KS66224
    (913) 685-8855
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC APPLICATION FORMS AT THIS TIME.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ANYONE IN THE GREATER KANSAS CITY AREA IN NEED OF ASSISTANCE SEEKING HIGHER EDUCATION AT AN ACCREDITED INSTITUTION (FOUR YEAR, TWO YEAR OR TRADE SCHOOL). MUST MAINTAIN C AVERAGE AND PROGRESSING TOWARD A DEGREE.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BRIGHAM YOUNG UNIVERSITY
    CAMPUS DR
    PROVO,UT84602     		NONE PC SCHOLARSHIP 750
    BAY COMMUNITY CHARITABLE FOUNDATION
    1818 H STREET NW MSN MC-9-912
    WASHINGTON,DC20433     		NONE PC SUPPORT ORGANIZATION MISSION 750
    ABNORMAL SOCIETY
    PO BOX 480361
    KANSAS CITY,MO64148     		NONE PC SUPPORT ORGANIZATION MISSION 1,000
    METROPOLITAN COMMUNITY COLLEGE
    3200 BROADWAY BLVD
    KANSAS CITY,MO64111     		NONE PC SCHOLARSHIP 1,500
    KANSAS CITY KANSAS COMMUNITY COLLEGE FUND
    7250 STATE AVENUE SUITE 3500
    KANSAS CITY,KS66112     		NONE PC SCHOLARSHIP 2,000
    BENEDICTINE COLLEGE
    1020 NORTH 2ND STREET
    ATCHISON,KS66002     		NONE PC SCHOLARSHIP 2,000
    WAYNE STATE COLLEGE
    1111 MAIN STREET
    WAYNE,NE68787     		NONE PC SCHOLARSHIP 2,000
    UNIVERSITY OF MO COLUMBIA
    1600 EAST ROLLINGS
    COLUMBIA,MO65211     		NONE PC SCHOLARSHIP 2,000
    WESTMINIS
    501 WESTMINISTER AVE
    FULTON,MO65251     		NONE PC SCHOLARSHIP 2,000
    DRAKE UNIVERSITY
    2507 UNVIERSITY AVE
    DES MOINES,IA50311     		NONE PC SCHOLARSHIP 2,000
    WASHBURN UNIVERSITY
    1729 SW MACVICAR AVE
    TOPEKA,KS66604     		NONE PC SCHOLARSHIP 4,000
    OK PANHANDLE STATE UNIVERSITY
    PO BOX 430
    GOODWILL,OK73939     		NONE PC SCHOLARSHIP 4,000
    BAKER UNIVERSITY
    618 8 TH ST
    BALDWIN CITY,KS66006     		NONE PC SCHOLARSHIP 4,000
    SCOTTSDALE COMMUNITY COLLEGE
    9000 EAST CHAPARRAL ROAD
    SCOTTSDALE,AZ85256     		NONE PC SCHOLARSHIP 4,000
    WICHITA STATE UNIVERSITY
    1845 FAIRMOUNT CAMPUS BOX 2
    WICHITA,KS67620     		NONE PC SCHOLARSHIP 4,000
    ST LUKES FOUNDATION
    901 E 104TH ST
    KANSAS CITY,MO64131     		NONE PC SUPPORT ORGANIZATION MISSION 5,000
    JOHN BROWN UNIVERSITY
    2000 WEST UNIVERSTY STREET
    SILOAM SPRINGS,AR75761     		NONE PC SCHOLARSHIP 6,000
    UMKC
    5100 ROCKHILL RD
    KANSAS CITY,MO64110     		NONE PC SCHOLARSHIP 6,500
    MIDAMERICA NAZARENE
    2030 E COLLEGE WAY
    OLATHE,KS66062     		NONE PC SCHOLARSHIP 7,750
    BOYS HOPE GIRLS HOPE
    NATIONAL HEADQUARTERS 12120
    BRIDGETON SQ DR
    BRIDGETON,MO63044     		NONE PC SUPPORT ORGANIZATION MISSION 8,500
    MENORAH MEDICAL CENTER
    5721 W 119TH ST
    OVERLAND PARK,KS66209     		NONE PC SUPPORT ORGANIZATION MISSION 11,000
    KANSAS STATE UNIVERSITY
    104 FAIRCHILD HALL
    MANHATTAN,KS66506     		NONE PC SCHOLARSHIP 13,000
    JOHNSON COUNTY COMMUNITY COLLEGE
    12345 COLLEGE BLVD
    OVERLAND PARK,KS66210     		NONE PC SCHOLARSHIP 13,803
    PITTSBURG STATE UNIVERSITY
    1701 S BROADWAY
    PITTSBURG,KS66762     		NONE PC SCHOLARSHIP 18,500
    UNIVERSITY OF CENTRAL MISSOURI
    116 E SOUTH ST
    WARRENSBURG,MO64093     		NONE PC SCHOLARSHIP 18,500
    CITY YEAR
    287 COLUMBUS AVE
    BOSTON,MA02116     		NONE PC SUPPORT ORGANIZATION MISSION 25,000
    K C AUTISM TRAINING CENTER
    10842 MCGEE ST
    KANSAS CITY,MO64114     		NONE PC SUPPORT ORGANIZATION MISSION 25,000
    KEEP THE SPARK ALIVE FOUNDATION
    1055 BROADWAY BLVD STE 130
    KANSAS CITY,MO64105     		NONE PC SUPPORT ORGANIZATION MISSION 30,000
    KANSAS UNIVERSITY
    1450 JAYHAWK BLVD
    LAWRENCE,KS66045     		NONE PC SCHOLARSHIP 46,500
    WONDERSCOPE
    433 EAST RED BRIDGE ROAD
    KANSAS CITY,MO64131     		NONE PC SUPPORT ORGANIZATION MISSION 100,000
    ST MICHAELS THE ARCHANGEL
    14251 NALL AVENUE
    LEAWOOD,KS66223     		NONE PC SUPPORT ORGANIZATION MISSION 100,000
    Total .................................bullet 3a 471,053
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 69,221  
    4 Dividends and interest from securities....     14 156,673  
    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 ............     		    18 684,682  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 910,576 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    910,576
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    COCHERL FAMILY FOUNDATION
    EIN:
    46-6266710
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,425 2,213   2,212

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    COCHERL FAMILY FOUNDATION
    EIN:
    46-6266710
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SPRINT CORP 7.25 88,170 90,524
    UNDERARMOUR INC 3.25 92,448 104,650
    UNITED RENTAL NORTH AMERICA 94,060 96,342
    NETFLIX 4.375 78,474 80,939
    MICRON TECHNOLOGY INC 78,740 90,064
    WYNN LAS VEGAS 5.500 80,794 83,500
    LENNAR CORP 4.125% 94,558 96,233
    MARRIOTT 3.75 57,040 64,621
    BOEING 4.875 92,911 101,452
    BROADCOM CORP 84,936 97,641
    CENTURY LINK 79,561 93,170
    ACCRUED INTEREST (NET) 0 20,541
    DISCOVER 72,113 82,950
    FORD MOTOR CO 98,012 100,170
    FREEPORT-MCMORAN 4.125 77,717 77,608
    GENERAL MOTORS FINL 4.250 75,573 80,833
    DELTA AIR LINES 78,442 84,530

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    COCHERL FAMILY FOUNDATION
    EIN:
    46-6266710
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE SYSTEMS 53,174 279,567
    YETI 20,128 24,375
    WHIRLPOOL CORP 17,311 16,605
    VEEVA SYS INC 11,959 35,937
    TESLA INC. 12,224 52,925
    NETEASE.COM INC 18,721 26,337
    NIO INC 17,974 42,404
    NVIDIA 18,991 56,398
    PENN NATIONAL GAMING 21,617 34,375
    PINTEREST INC 18,367 33,675
    S&P GLOBAL 20,991 22,682
    THE BOSTON BEER CO 18,311 22,869
    SAILPOINT TECHNOLOGIES HOLDING 9,780 11,500
    SERVICENOW INC 5,879 35,778
    SHOPIFY INC 20,436 22,639
    SNOWFLAKE INC 19,432 18,291
    SVB FNCL GRP 19,592 22,494
    TAIWAN 13,368 27,151
    TERADYNE 20,201 22,779
    SEA LIMITED 9,761 12,142
    MONGODB INC 6,258 26,928
    MOELIS & CO 10,579 12,391
    LULULEMON AHLETICA INC. 3,633 20,534
    THERMO FISHER SCIENTIFIC 120,944 271,550
    TRANE TECHNOLOGIES 205,019 206,708
    VEEVA SYS INC 152,741 397,213
    VISA INC CL A 67,375 166,016
    WALT DISNEY 193,339 253,108
    ZOETIS INC CLASS A 78,915 187,843
    T-MOBILE US INC 212,380 295,726
    AIR PROD & CHEM INC 86,550 95,354
    AMGEN INC 54,385 81,162
    APPLE INC 42,716 161,218
    BEST BUY CO 61,110 54,485
    BLACKROCK INC 49,937 78,648
    BROADCOM INC 59,979 80,564
    CISCO SYS INC 33,329 67,573
    AMERICAN TOWER REIT COM 51,788 68,685
    EASTMAN CHEMICAL COMPANY 62,897 62,976
    SHERWIN WILLIAMS 185,671 210,919
    PINTEREST 204,153 214,966
    ADVANCED MICRO DEVICES 168,001 293,564
    MERCADOLIBRE INC 14,219 28,479
    AMAZON COM INC 131,095 429,915
    CHIPOTLE 149,394 379,959
    DEERE & CO 267,529 329,586
    DOCUSIGN INC 122,099 321,668
    SERVICE NOW INC 84,203 312,644
    ESTEE LAUDER 208,877 219,341
    HOME DEPOT INC 100,398 190,184
    LULU LEMON ATHLETIC CORP 76,461 329,236
    MICROSOFT CORP 111,108 293,372
    MONGODB INC 75,565 301,235
    NVIDIA 127,136 338,908
    PAYPAL HOLDINGS INC 106,985 114,524
    FREEPORT 189,278 316,117
    GARMIN LTD 63,236 65,334
    ALLY FINANCIAL INC 202,466 232,075
    HONEYWELL INTERNATIONAL INC 48,554 109,115
    APTIV PLC 9,071 11,596
    CHIPOTLE MEXICAN GRILL COM 6,635 20,801
    CROWDSTRIKE HOLDINGS 10,709 43,635
    DIAMONDBACK ENERGY 19,169 26,717
    DOCUSIGN INC 11,070 31,344
    FIVE BELOW 9,421 12,424
    ALLY FINANCIAL INC 18,269 24,712
    FORD MOTOR CO 20,474 23,223
    GARMIN 16,214 16,752
    JD COM INC 18,526 36,742
    LENNAR CORPORATION 10,155 21,878
    LITHIA MOTORS 22,615 28,682
    LOGITECH INTL 10,699 11,858
    HOME DEPOT INC 31,429 86,061
    FREEPORT-MCMORAN 15,465 33,540
    ALIGN TECHNOLOGY 10,546 11,222
    CARRIER GLOBAL CORP 19,100 23,462
    ADVANCED MICRO DEVICES 15,011 28,338
    HP INC 62,742 69,516
    JOHNSON & JOHNSON 57,658 67,359
    JPMORGAN CHASE 47,789 85,645
    AIR BNB INC 5,520 5,138
    MAGNA INTERNATIONAL INC 63,567 84,252
    MCCORMICK AND CO 55,883 59,654
    MCDONALDS CORP 64,268 80,897
    LOCKHEED MARTIN CORP 35,327 86,615
    NEXTERA ENERGY INC 46,059 150,288
    PROCTER & GAMBLE 46,621 62,891
    T ROWE PRICE GROUP 70,185 93,559
    TEXAS INSTRUMENTS 41,631 94,867
    UNITED HEARLTH GP INC. 29,497 103,801
    MICROSOFT CORP 18,402 104,760
    A G C O CORP 19,208 22,061

    TY 2020 InvestmentsOtherSchedule2
    Name:
    COCHERL FAMILY FOUNDATION
    EIN:
    46-6266710
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    TOUCHSTONE SNDS CP EM MKT AT COST 124,961 198,692
    WCM FOCUSED EMER MKT AT COST 65,491 91,283
    ARTISAN DEVELOPING AT COST 13,026 23,745
    TOUCHSTONE SNDS CP EM MKT AT COST 13,618 23,666
    T ROWE PRICE GLOBAL STOCK FUND AT COST 104,347 141,986
    PGM JENN GLBL AT COST 111,301 201,668
    AMERICAN NEW WORLD AT COST 54,092 83,897
    FRANKLIN INTL AT COST 99,797 137,132
    IRONWOOD MULTI STRAT LLC AT COST 216,995 244,022
    HORIZON TOWER II AT COST 516,874 761,607
    ISHARES JP MORGAN AT COST 55,145 59,114
    ISHARES PREFERRED & INCOME AT COST 55,295 62,771
    ISHARES IBOXX HY CORP BD ETF AT COST 99,394 99,086
    ISHARES IBOXX INVEST GR COR BD AT COST 64,719 69,065
    ISHARES PREFERRED & INCOME AT COST 66,506 77,020
    SPDR S&P 500 ETF TRUST AT COST 115,430 186,940
    KOPERNIK GLB AT COST 131,414 147,240
    VANGUARD FTSE EMERGING MARKETS AT COST 64,050 68,801
    ALLIANZGI CONVERTIBLE AT COST 39,990 56,773
    ANGEL OAK MULTI STRAT INC AT COST 47,496 48,852
    ARTISAN HIGH INCOME ADV AT COST 70,670 83,619
    DWS GLOBAL AT COST 75,583 82,201
    FEDERATED HIGH INC BOND AT COST 74,983 82,231
    FIRST TR SH DUR AT COST 58,650 60,312
    LORD ABBETT CONVERTIBLE AT COST 44,665 56,660
    ARTISAN DEVELOPING WORLD ADV AT COST 131,975 221,042
    DAVIS INTERNATIONAL AT COST 63,083 65,851
    VANGUARD TOTAL INTL STOCK AT COST 49,322 52,399

    TY 2020 OtherDecreasesSchedule
    Name:
    COCHERL FAMILY FOUNDATION
    EIN:
    46-6266710
    Description Amount
    PRIOR PERIOD ADJUSTMENT 20,701


    TY 2020 OtherExpensesSchedule
    Name:
    COCHERL FAMILY FOUNDATION
    EIN:
    46-6266710
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 735 0   735
    INVESTMENT FEES 74,479 74,479   0
    LOSS FROM PARTNERSHIP 14,310 14,296   0
    OFFICE SUPPLIES 5,009 5,009   0
    TAXABLE EXPENDITURES 50,000 50,000   0


    TY 2020 TaxesSchedule
    Name:
    COCHERL FAMILY FOUNDATION
    EIN:
    46-6266710
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 675 675   0
    FEDERAL INCOME TAX 9,988 0   0