Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
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$16,482,506J 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) 31,300
2 Check bullet.............
3 Interest on savings and temporary cash investments 77,640 66,712  
4 Dividends and interest from securities... 181,470 178,329  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,336,264
b Gross sales price for all assets on line 6a 16,044,525
7 Capital gain net income (from Part IV, line 2)... 1,336,264
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 16,423 0  
12 Total. Add lines 1 through 11........ 1,643,097 1,581,305  
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).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,170 869   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 231,850 228,790   3,060
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 244,020 229,659   3,060
25 Contributions, gifts, grants paid....... 713,526 713,526
26 Total expenses and disbursements. Add lines 24 and 25 957,546 229,659   716,586
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 685,551
b Net investment income (if negative, enter -0-) 1,351,646
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 251,758 488,958 488,958
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)....... 5,497,454 Click to see attachment5,899,269 11,383,926
c Investments—corporate bonds (attach schedule)....... 1,323,549 Click to see attachment1,525,644 1,533,201
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,628,872 Click to see attachment2,458,090 3,076,421
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) 9,701,633 10,371,961 16,482,506
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 9,701,633 10,371,961
29 Total net assets or fund balances (see instructions)..... 9,701,633 10,371,961
30 Total liabilities and net assets/fund balances (see instructions). 9,701,633 10,371,961
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
9,701,633
2
Enter amount from Part I, line 27a .....................
2
685,551
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
10,387,184
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
15,223
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,371,961
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SALE OF PUBLICLY TRADED SECURITIES P 2021-01-01 2021-12-31
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 15,985,628   14,708,261 1,277,367
b 58,897     58,897
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       1,277,367
b       58,897
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 1,336,264
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 18,788
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 18,788
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,380
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 26,250
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 27,630
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 208
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 8,634
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet8,634 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website 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 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
    Yes
     
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (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
    Yes
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    14,725,745
    b
    Average of monthly cash balances.......................
    1b
    520,685
    c
    Fair market value of all other assets (see instructions)................
    1c
    697,505
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,943,935
    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
    15,943,935
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    239,159
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    15,704,776
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    785,239
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    785,239
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    18,788
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,788
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    766,451
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    803
    5
    Add lines 3 and 4............................
    5
    767,254
    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 XII, line 1 ...
    7
    767,254
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 767,254
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 157,293
    e From 2020......  
    f Total of lines 3a through e ........ 157,293
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 716,586
    a Applied to 2020, 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 2021 distributable amount..... 716,586
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 50,668 50,668
    (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 5 106,625
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		106,625
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 106,625
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BOYS HOPE GIRLS HOPE
    NATIONAL HEADQUARTERS 12120
    BRIDGETON SQ DR
    BRIDGETON,MO63044     		  PC SUPPORT ORGANIZATION MISSION 15,000
    CITY YEAR
    287 COLUMBUS AVE
    BOSTON,MA02116     		  PC SUPPORT ORGANIZATION MISSION 100,000
    KU MEDICAL CENTER
    3901 RAINBOW BOULEVARD
    KANSAS CITY,KS66160     		  PC SUPPORT ORGANIZATION MISSION 25,000
    GOTTA HAVE HOPE
    16340 DEARBORN DRIVE
    STILWELL,KS66085     		  PC SUPPORT ORGANIZATION MISSION 39,000
    WEST BAY COMMUNITY CHARITABLE FOUNDATION
    4606 W BAY BLVD
    ESTERO,FL33928     		  PC SUPPORT ORGANIZATION MISSION 5,000
    GOLDEN SCOOP
    9540 NALL AVE
    OVERLAND PARK,KS66207     		  PC SUPPORT ORGANIZATION MISSION 39,443
    PROJECT OVAT
    PO BOX 548
    PARRISH,FL34219     		  PC SUPPORT ORGANIZATION MISSION 10,000
    CHANGE4CONNER FOUNDATION
    20415 W 119TH ST
    OLATHE,KS66061     		  PC SUPPORT ORGANIZATION MISSION 300
    THE BATTLE WITHIN
    PO BOX 2878
    OLATHE,KS66063     		  PC SUPPORT ORGANIZATION MISSION 75,000
    ARCHIDOCESE OF KC IN KS
    12615 PARALLEL PKWY
    KANSAS CITY,KS66109     		  PC SUPPORT ORGANIZATION MISSION 100,000
    BRIAN BILL FOUNDATION
    356 15TH AVE NE
    ST PETERSBURG,FL33704     		  PC SUPPORT ORGANIZATION MISSION 13,000
    PETE'S GARDEN
    6215 SUMMIT ST
    KANSAS CITY,MO64113     		  PC SUPPORT ORGANIZATION MISSION 25,000
    KANBE'S MARKETS
    3119 TERRACE ST
    KANSAS CITY,MO64111     		  PC SUPPORT ORGANIZATION MISSION 25,000
    STEPS OF FAITH FOUNDATION
    31 W 31ST STREET 3
    KANSAS CITY,MO64108     		  PC SUPPORT ORGANIZATION MISSION 20,000
    ADVENTHEALTH FOUNDATION
    7315 E FRONTAGE RD
    OVERLAND PARK,KS66204     		  PC SUPPORT ORGANIZATION MISSION - SPONSORSHIP FOR ADVENTHEALTH CHAMPIONSHIP 50,000
    KANSAS CITY COMMUNITY COLLEGE
    7250 STATE AVENUE SUITE 3500
    KANSAS CITY,KS66112     		  PC SCHOLARSHIP 2,000
    UNIVERSITY OF KANSAS
    1450 JAYHAWK BLVD
    LAWRENCE,KS66045     		  PC SCHOLARSHIP 35,149
    KANSAS STATE UNIVERSITY
    104 FAIRCHILD HALL
    MANHATTAN,KS66506     		  PC SCHOLARSHIP 19,500
    JOHNSON COUNTY COMMUNITY COLLEGE
    12345 COLLEGE BLVD
    OVERLAND PARK,KS66210     		  PC SCHOLARSHIP 24,384
    UNVERISITY OF MISSOURI KANSAS CITY
    5100 ROCKHILL RD
    KANSAS CITY,MO64110     		  PC SCHOLARSHIP 10,500
    UNIVERSITY OF CENTRAL MISSOURI
    116 E SOUTH ST
    WARRENSBURG,MO64093     		  PC SCHOLARSHIP 16,250
    UNIVERSITY OF MO SAIFD
    1600 EAST ROLLINGS
    COLUMBIA,MO65211     		  PC SCHOLARSHIP 2,000
    BENEDICTINE COLLEGE
    1020 NORTH 2ND STREET
    ATCHISON,KS66002     		  PC SCHOLARSHIP 8,000
    PITTSBURG STATE UNIVERSITY
    1701 S BROADWAY
    PITTSBURG,KS66762     		  PC SCHOLARSHIP 27,000
    WASHBURN UNIVERSITY
    1729 SW MACVICAR AVE
    TOPEKA,KS66604     		  PC SCHOLARSHIP 4,000
    JOHN BROWN UNIVERSITY
    2000 WEST UNIVERSTY STREET
    SILOAM SPRINGS,AR75761     		  PC SCHOLARSHIP 3,000
    UNIVERSITY OF MISSOURI COLUMBIA
    1600 EAST ROLLINGS
    COLUMBIA,MO65211     		  PC SCHOLARSHIP 4,000
    OKLAHOMA PANHANDLE STATE UNIVERSITY
    PO BOX 430
    GOODWILL,OK73939     		  PC SCHOLARSHIP 4,000
    HASTINGS COLLEGE
    710 N TURNER AVE
    HASTINGS,NE68901     		  PC SCHOLARSHIP 4,000
    GRAND CANYON UNIVERSITY
    3300 W CAMELBACK RD
    PHOENIX,AZ85017     		  PC SCHOLARSHIP 2,000
    UNIVERSITY OF NEBRASKA
    1400 R ST
    LINCOLN,NE68588     		  PC SCHOLARSHIP 2,000
    LYNN UNIVERSITY
    3601 N MILITARY TRL
    BOCA RATON,FL33431     		  PC SCHOLARSHIP 2,000
    NORTH CENTRAL TEXAS COLLEGE
    1525 W CALIFORNIA ST
    GAINESVILLE,TX76240     		  PC SCHOLARSHIP 2,000
    Total .................................bullet 3a 713,526
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 77,640  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,336,264  
    9 Net income or (loss) from special events:         15,620
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRETURNED GRANT     		        803
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 1,595,374 16,423
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,611,797
    (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.)
    9 POKER NIGHT FUNDRAISING EVENT TO SUPPORT GRANT GIVING
    11 REFUND FROM SCHOOL FOR A STUDENT WHO DROPPED OUT OR DROPPED A CLASS
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    COCHERL FAMILY FOUNDATION
     
    Employer identification number

    46-6266710
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    COCHERL FAMILY FOUNDATION
          		Employer identification number
    46-6266710
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    HANDY-CAPPIN INC
     
    9738 ROSEHILL RD
     
    LENEXA, KS66215

    		$ 19,300


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    BRAD ELLIS
     
    12501 PEMBROKE LN
     
    LEAWOOD, KS66209

    		$ 10,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    COCHERL FAMILY FOUNDATION
          		Employer identification number

    46-6266710
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    COCHERL FAMILY FOUNDATION
          		Employer identification number

    46-6266710
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    COCHERL FAMILY FOUNDATION
    EIN:
    46-6266710
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALLY FINANCIAL INC 82,856 82,856
    BOEING 4.875 92,048 93,116
    BROADCOM CORP 84,769 85,046
    CLEVELAND-CLIFFS INC 61,679 61,944
    DELTA AIR LINES 77,662 78,625
    FORD MOTOR CO 84,278 84,361
    FREEPORT-MCMORAN 4.125 77,251 77,907
    GOODYEAR TIRE & RUBBER CO 61,599 61,876
    KB HOME 104,274 104,277
    LUMEN TECH INC 79,508 79,615
    MARRIOTT 3.75 76,299 76,566
    MICRON TECHNOLOGY INC 78,020 79,668
    NETFLIX 4.375 77,609 79,177
    OCCIDENTAL PETROLEUM CORP 102,720 102,720
    OLIN CORP 102,525 102,900
    PENN NATIONAL GAMING INC 85,874 85,874
    UNDERARMOUR INC 3.25 92,448 92,448
    WYNN LAS VEGAS 5.500 104,225 104,225

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    COCHERL FAMILY FOUNDATION
    EIN:
    46-6266710
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE PLC IRELAND 77,831 79,594
    ADOBE SYSTEMS 34,655 206,977
    ADVANCED MICRO DEVICES 15,011 44,465
    ADVANCED MICRO DEVICES 158,357 430,405
    ALCOA CORP 12,389 12,273
    ALCON INC 23,779 25,352
    ALLY FINANCIAL INC 138,379 211,769
    ALPHABET INC 319,747 379,060
    AMAZON COM INC 121,216 296,756
    AMBARELLA INC 16,163 19,275
    AMGEN INC 51,696 74,690
    APPLE INC 26,612 115,243
    APTIV PLC 9,071 14,681
    ASML HOLDING 21,976 29,457
    AUTOZONE INC 24,391 25,157
    BLACKROCK INC 49,937 99,796
    BLACKSTONE INC 24,120 29,630
    BLACKSTONE INC 200,616 224,880
    BROADCOM INC 59,979 122,435
    CBRE GROUP INC 24,393 30,600
    CHARLES SCHWAB NEW 232,709 228,920
    CHIPOTLE 108,878 370,629
    CHIPOTLE MEXICAN GRILL COM 10,016 26,224
    CISCO SYS INC 33,329 95,689
    CONOCOPHILLIPS 72,300 83,224
    CROWDSTRIKE HOLDINGS 5,393 23,342
    CVS HEALTH CORP 24,679 25,171
    DEERE & CO 250,438 392,266
    DEVON ENERGY CORP 12,475 12,378
    DEVON ENERGY CORP 253,900 330,507
    EASTMAN CHEMICAL COMPANY 77,620 80,284
    ELI LILLY & CO 24,736 24,860
    EXPEDIA GROUP INC 12,273 12,108
    FORD MOTOR CO 20,474 54,874
    FREEPORT-MCMORAN 7,514 26,874
    GALLAGHER ARTHUR J & CO 12,754 12,725
    HERSHEY COMPANY 77,038 78,936
    HOME DEPOT INC 31,429 134,463
    HOME DEPOT INC 159,564 354,834
    HONEYWELL INTERNATIONAL INC 41,215 88,617
    HP INC 49,115 83,364
    INIVATION HOMES INC 73,247 82,292
    INTUIT INC 23,952 32,161
    JOHNSON & JOHNSON 57,658 73,218
    JPMORGAN CHASE 44,180 97,860
    LENNAR CORPORATION 17,439 41,934
    LOCKHEED MARTIN CORP 35,327 86,720
    LULU LEMON ATHLETIC CORP 88,406 262,272
    LULULEMON AHLETICA INC. 3,633 23,096
    MAGNA INTERNATIONAL INC 63,567 96,319
    MARVELL TECH GROUP 21,168 24,672
    MCDONALDS CORP 64,268 101,062
    MCKESSON CORP 24,655 26,348
    MICROSOFT CORP 58,532 310,760
    MICROSOFT CORP 18,402 158,407
    MOELIS & CO 30,338 37,569
    MONGODB INC 63,497 373,192
    MONGODB INC 6,258 39,701
    MP MATERIALS CORP 25,835 25,980
    NEXTERA ENERGY INC 36,471 139,853
    NORTHERN TRUST CORP 12,449 12,559
    NUTRIEN LTD 12,594 12,483
    NVIDIA 18,991 127,056
    NVIDIA CORP 118,712 712,923
    OLD DOMINION FREIGHT LINE 220,508 268,427
    PALO ALTO NETWORKS INC 21,984 27,281
    PALO ALTO NETWORKS INC 213,858 248,315
    PRUDENTIAL FINANCIAL INC 78,509 100,014
    REPUBLIC SERVICES INC 73,269 85,483
    ROBLOX CORP 12,862 11,348
    ROCKWELL AUTOMATION INC 25,421 25,815
    SERVICE NOW INC 54,851 240,171
    SERVICENOW INC 4,132 29,210
    SHOPIFY INC 20,436 27,548
    SILVERGATE CAP CORP 20,875 22,378
    STEEL DYNAMICS INC 20,826 26,256
    T ROWE PRICE GROUP 63,293 109,528
    TAIWAN SMCNDCTR CO 6,657 14,918
    TESLA INC 215,781 289,558
    TESLA INC. 24,632 33,817
    TEXAS INSTRUMENTS 41,631 108,936
    THERMO FISHER SCIENTIFIC 108,437 344,296
    TOLL BROTHERS 24,897 25,337
    TRANE TECHNOLOGIES 181,839 255,164
    UNION PACIFIC CORP 73,188 83,389
    UNITED HEARLTH GP INC. 29,497 148,633
    UNITED HEARLTH GP INC. 223,948 235,504
    VEEVA SYS INC 72,769 183,946
    VEEVA SYS INC 7,005 20,694
    VISA INC CL A 64,268 156,898
    W W GRAINGER INC 37,176 38,868
    YETI 20,128 29,487
    ZOETIS INC CLASS A 73,701 258,672
    ZSCALER INC 15,145 22,814

    TY 2021 InvestmentsOtherSchedule2
    Name:
    COCHERL FAMILY FOUNDATION
    EIN:
    46-6266710
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALLIANZGI CONVERTIBLE AT COST 36,016 42,246
    AMERICAN NEW WORLD AT COST 60,021 88,104
    ANGEL OAK MULTI STRAT INC AT COST 42,461 41,933
    ARTISAN DEVELOPING AT COST 15,788 22,151
    ARTISAN DEVELOPING WORLD ADV AT COST 64,040 87,819
    ARTISAN HIGH INCOME ADV AT COST 77,246 88,944
    CALAMOS GLOBAL GROWTH & INC AT COST 68,688 68,523
    CHIRON CAPITAL ALLOC AT COST 71,322 68,478
    ENERGY SEL SECT SPDR AT COST 41,596 42,902
    FEDERATED HIGH INC BOND AT COST 39,737 42,319
    FRANKLIN INTL AT COST 53,291 68,237
    HORIZON TOWER II AT COST 457,202 697,505
    IRONWOOD MULTI STRAT LLC AT COST 231,754 265,789
    ISHARES 20+ YR TREASURY BOND AT COST 41,786 42,382
    ISHARES CORE MSCI EAFE AT COST 101,743 102,182
    ISHARES GLOBAL 100 ETF AT COST 206,079 205,400
    ISHARES IBOXX INVEST GR COR BD AT COST 64,719 66,260
    ISHARES PREFERRED & INCOME AT COST 43,456 50,510
    ISHARES PREFERRED & INCOME AT COST 66,506 78,860
    PGIM FLOATING RATE INCOME AT COST 42,372 42,199
    PGM JENN GLBL AT COST 149,314 210,691
    SPDR S&P 500 ETF TRUST AT COST 115,430 237,480
    T ROWE PRICE GLOBAL STOCK FUND AT COST 117,377 139,662
    VANECK SEMICONDUCTOR AT COST 67,892 67,625
    VANGUARD TOTAL INTL STOCK AT COST 49,322 55,369
    VICTORY FLOAT RATE AT COST 63,683 63,146
    WCM FOCUSED EMER MKT AT COST 69,249 89,705

    TY 2021 OtherDecreasesSchedule
    Name:
    COCHERL FAMILY FOUNDATION
    EIN:
    46-6266710
    Description Amount
    PRIOR PERIOD ADJUSTMENT 15,223


    TY 2021 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 3,060 0   3,060
    INVESTMENT FEES 93,154 93,154   0
    LOSS FROM PARTNERSHIP 35,422 35,422   0
    OFFICE SUPPLIES 214 214   0
    TAXABLE EXPENDITURES 100,000 100,000   0


    TY 2021 OtherIncomeSchedule2
    Name:
    COCHERL FAMILY FOUNDATION
    EIN:
    46-6266710
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RETURNED GRANT 803   803
    GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 15,620   15,620


    TY 2021 TaxesSchedule
    Name:
    COCHERL FAMILY FOUNDATION
    EIN:
    46-6266710
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 869 869   0
    FEDERAL INCOME TAX 11,301 0   0