Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
COCHERL FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4200 W 115TH ST STE 210
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LEAWOOD, KS66211
A Employer identification number

46-6266710
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$17,721,377J 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) 10,500
2 Check right arrow.............
3 Interest on savings and temporary cash investments 221,033 218,756  
4 Dividends and interest from securities... 300,310 299,350  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,098,585
b Gross sales price for all assets on line 6a 16,238,270
7 Capital gain net income (from Part IV, line 2)... 5,536,265
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
51,121 51,121  
12 Total. Add lines 1 through 11........ 6,681,549 6,105,492  
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
List of Attached Documents:
// Content
77,458 68,493   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
List of Attached Documents:
// Content
235,317 150,891   3,947
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 312,775 219,384   3,947
25 Contributions, gifts, grants paid....... 734,470 734,470
26 Total expenses and disbursements. Add lines 24 and 25 1,047,245 219,384   738,417
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,634,304
b Net investment income (if negative, enter -0-) 5,886,108
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 185,591 704,333 704,333
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 717,480 Click to see attachment
List of Attached Documents:
// Content
162,885 		165,324
b Investments—corporate stock (attach schedule)....... 6,273,561 Click to see attachment
List of Attached Documents:
// Content
7,202,280 		8,573,475
c Investments—corporate bonds (attach schedule)....... 1,911,181 Click to see attachment
List of Attached Documents:
// Content
1,734,591 		1,803,484
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,125,234 Click to see attachment
List of Attached Documents:
// Content
6,071,037 		5,948,681
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
526,080 		Click to see attachment
List of Attached Documents:
// Content
526,080
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,213,047 16,401,206 17,721,377
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 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 10,213,047 16,401,206
29 Total net assets or fund balances (see instructions)..... 10,213,047 16,401,206
30 Total liabilities and net assets/fund balances (see instructions). 10,213,047 16,401,206
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
10,213,047
2
Enter amount from Part I, line 27a .....................
2
5,634,304
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
553,855
4
Add lines 1, 2, and 3 ..........................
4
16,401,206
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,401,206
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SALE OF PUBLICLY TRADED SECURITIES   2024-01-01 2024-12-31
b K-1: GUILFORD CAPITAL CREDIT III LP (SHORT-TERM) P    
c K-1: GUILFORD CAPITAL CREDIT III LP (LONG-TERM) P    
d K-1: HORIZON TOWER LP II - NON-UBTI CAP GAINS P    
e CAPITAL GAINS DIVIDENDS P    
(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 15,158,518   10,139,685 5,018,833
b 78     78
c 1,784     1,784
d 1,076,199   562,320 513,879
e 1,691     1,691
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       5,018,833
b       78
c       1,784
d       513,879
e       1,691
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 5,536,265
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 81,817
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 81,817
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 81,817
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 10,650
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 100,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 110,650
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 28,833
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow28,833 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowKS
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowPATRICK J COCHERL JR Telephone no.right arrow (913) 685-8855

Located atright arrow14105 CANTERBURYLEAWOODKS ZIP+4right arrow662249641
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PATRICK J COCHERL JR TRUSTEE
1.00 		0 0 0
14105 CANTERBURY ST
LEAWOOD,KS66224
KATHLEEN B COCHERL TRUSTEE
1.00 		0 0 0
14105 CANTERBURY ST
LEAWOOD,KS66224
KRISTIN COCHERL TARPY TRUSTEE
1.00 		0 0 0
14105 CANTERBURY ST
LEAWOOD,KS66224
JENNIFER COCHERL HARRIS TRUSTEE
1.00 		0 0 0
14105 CANTERBURY ST
LEAWOOD,KS66224
SHAWN P COCHERL TRUSTEE
1.00 		0 0 0
14105 CANTERBURY ST
LEAWOOD,KS66224
RYAN M COCHERL TRUSTEE
1.00 		0 0 0
14105 CANTERBURY ST
LEAWOOD,KS66224
PATRICK J COCHERL III TRUSTEE
1.00 		0 0 0
14105 CANTERBURY ST
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
15,509,043
b
Average of monthly cash balances.......................
1b
647,233
c
Fair market value of all other assets (see instructions)................
1c
769,161
d
Total (add lines 1a, b, and c).........................
1d
16,925,437
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
16,925,437
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
253,882
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,671,555
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
833,578
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
833,578
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
81,817
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
70,452
c
Add lines 2a and 2b............................
2c
152,269
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
681,309
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
681,309
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
681,309
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
738,417
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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
738,417
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 681,309
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 79,675
b From 2020......  
c From 2021......  
d From 2022...... 103,935
e From 2023......  
f Total of lines 3a through e ........ 183,610
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 738,417
a Applied to 2023, 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 2024 distributable amount..... 681,309
e Remaining amount distributed out of corpus 57,108
5 Excess distributions carryover applied to 2024. 0 0
(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 5 240,718
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		79,675
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		161,043
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 103,935
d Excess from 2023....  
e Excess from 2024.... 57,108
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

BENEDICTINE COLLEGE

1020 NORTH 2ND STREET
ATCHISON,KS66002 		NONE PC SCHOLARSHIP 2,000

CITY YEAR

287 COLUMBUS AVE
BOSTON,MA02116 		NONE PC SUPPORT ORGANIZATION MISSION 50,000

DOWN SYNDROME INNOVATIONS

5916 DEARBORN STREET
MISSION,KS66202 		NONE PC SUPPORT ORGANIZATION MISSION 70,000

HANDS TO HEARTS

9007A W 51ST TERRACE
MERRIAM,KS66203 		NONE PC SUPPORT ORGANIZATION MISSION 5,000

HASTINGS COLLEGE

710 N TURNER AVE
HASTINGS,NE68901 		NONE PC SCHOLARSHIP 4,000

JOHNSON COUNTY COMMUNITY COLLEGE

12345 COLLEGE BLVD
OVERLAND PARK,KS66210 		NONE PC SCHOLARSHIP 10,470

KANSAS STATE UNIVERSITY

104 FAIRCHILD HALL
MANHATTAN,KS66506 		NONE PC SCHOLARSHIP 18,000

LYNN UNIVERSITY

3601 N MILITARY TRL
BOCA RATON,FL33431 		NONE PC SCHOLARSHIP 4,000

NEBRASKA COLLEGE OF LAW

1857 N 42ND ST
LINCOLN,NE68503 		NONE PC SCHOLARSHIP 2,000

PITTSBURG STATE UNIVERSITY

1701 S BROADWAY
PITTSBURG,KS66762 		NONE PC SCHOLARSHIP 14,000

ST MICHAELS THE ARCHANGEL

14251 NALL AVENUE
LEAWOOD,KS66223 		NONE PC SUPORT ORGANIZATION MISSION 25,000

STEPHEN F AUSTIN STATE UNIVERSITY

1936 NORTH ST
NACOGDOCHES,TX75965 		NONE PC SCHOLARSHIP 4,000

STEPS OF FAITH FOUNDATION

31 W 31ST STREET 3
KANSAS CITY,MO64108 		NONE PC SUPPORT ORGANIZATION MISSION 20,000

TEAM UP FOR DOWN SYNDROME

7561 BARBAROSA WAY
COLORADO SPRINGS,CO80923 		NONE PC SUPPORT ORGANIZATION MISSION 25,000

THE BATTLE WITHIN

PO BOX 2878
OLATHE,KS66063 		NONE PC SUPPORT ORGANIZATION MISSION 70,000

UNIVERSITY OF CENTRAL MISSOURI

116 E SOUTH ST
WARRENSBURG,MO64093 		NONE PC SCHOLARSHIP 5,000

UNIVERSITY OF KANSAS

1450 JAYHAWK BLVD
LAWRENCE,KS66045 		NONE PC SCHOLARSHIP 24,000

UNIVERSITY OF MISSOURI COLUMBIA

1600 EAST ROLLINGS
COLUMBIA,MO65211 		NONE PC SCHOLARSHIP 4,000

UNIVERSITY OF MISSOURI KANSAS CITY

5100 ROCKHILL RD
KANSAS CITY,MO64110 		NONE PC SCHOLARSHIP 2,000

UNIVERSITY OF NEBRASKA

1400 R ST
LINCOLN,NE68588 		NONE PC SCHOLARSHIP 2,000

JOHN BROWN UNIVERSITY

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 4,000

DONNELLY COLLEGE

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 50,000

AUBURN UNIVERSITY

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 2,000

ROCKIN WITH THE SEALS

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 24,000

GFPS FOUNDATION

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 10,000

DARK HORSE ELITE

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 13,000

BOYS & GIRLS CLUB

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 10,000

WELCOME HOUSE

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 75,000

ARTS & RECREATION FDN OF OP

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 20,000

UPLIFT ORGANIZATION

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 10,000

JUST SOMETHING ABOUT KC

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 35,000

INCLUSION CONN PAWS ABILITIES

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 5,000

CHOOSE 2 LIVE

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 4,000

WORLDS GIVING FND

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 20,000

FATHERS CLUB

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 1,000

GILDAS CLUB KANSAS CITY

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 25,000

BLUE VALLEY EDUCATION FDN

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 35,000

BIG BROTHERS BIG SISTERS KC

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 1,000

CULTURE HOUSE

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 5,000

C YOU IN THE MAJOR LEAGUES

14004 WINDSOR ST
OVERLAND PARK,KS66224 		NONE PC SUPPORT ORGANIZATION MISSION 25,000
Total .................................right arrow 3a 734,470
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 221,033  
4 Dividends and interest from securities ....     14 300,310  
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 .....     01 51,121  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 6,098,585  
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 6,671,049 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,671,049
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

46-6266710
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
COCHERL FAMILY FOUNDATION
  		Employer identification number
46-6266710
Part I
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
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.)
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 InvestmentsCorpBondsSchedule
Name:
COCHERL FAMILY FOUNDATION
EIN:
46-6266710
Name of Bond End of Year Book Value End of Year Fair Market Value
ALLY FINL INC 7.1% 11/15/2027 111,077 117,955
CHARTER COMMUNICATIONS OPER 6.65% 02/01/2034 67,554 71,901
CITIGROUP INC 5.5% 09/13/2025 134,980 138,772
CLEVELAND-CLIFFS INC NEW 5.875% 06/01/2027 117,746 117,417
DELTA AIR LINES INC 7.375% 01/15/2026 91,769 94,654
FORD MTR CO 4.346% 12/08/2026 87,319 85,915
FORD MTR CO 6.1% 08/19/2032 92,269 95,389
GENERAL MTRS CO 5.4% 10/15/2029 91,781 94,757
GOLDMAN SACHS GROUP INC 7.5% 116,899 122,275
KEYCORP 4.15% 10/29/2025 115,622 124,203
MARRIOTT INTL INC NEW 3.75% 03/15/2025 87,857 91,794
MGM RESORTS INTERNATIONAL 5.5% 04/15/2027 68,425 72,397
MICRON TECHNOLOGY INC 5.327% 02/06/2029 89,651 93,510
OCCIDENTAL PETE CORP 3.4% 04/15/2026 118,678 122,112
RANGE RES CORP 8.25% 01/15/2029 67,604 70,176
TWILIO INC 3.625% 03/15/2029 67,238 74,162
UBER TECHNOLOGIES INC 6.25% 01/15/2028 115,559 120,371
WELLS FARGO & CO 7.625% 92,563 95,724

TY 2024 InvestmentsCorpStockSchedule
Name:
COCHERL FAMILY FOUNDATION
EIN:
46-6266710
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 158,493 159,575
ABBVIE INC COM 90,363 90,272
ACUITY BRANDS INC 57,528 63,100
AFLAC INC 113,748 138,816
AFLAC INC COM 69,079 84,304
ALPHABET INC 243,314 304,962
ALTRIA GROUP INC COM 80,904 99,850
AMAZON.COM INC 125,874 186,482
AMGEN INC 151,489 142,570
AMGEN INC COM 36,829 50,304
APPLE INC 314,183 457,017
BANK OF AMERICA CORP 112,651 132,597
BANK OZK 76,034 76,725
BOA 7.25% SR L 7.25% PFD 68,735 70,530
BOOZ ALLEN HAMILTON HLDG 99,132 90,476
BROADCOM INC COM 76,355 97,373
CHEVRON CORP NEW 80,463 75,462
CHEVRON CORP NEW COM 95,049 89,801
CISCO SYS INC 86,963 103,482
CISCO SYS INC COM 34,576 41,144
CITIGROUP INC 108,303 125,435
COMCAST CORP NEW CL A 59,732 52,617
COPA HOLDINGS S A 135,805 118,550
COTERRA ENERGY INC COM 35,124 32,793
CUMMINS INC COM 36,800 43,575
EAGLE MATLS INC 104,891 98,063
EOG RES INC 101,231 99,045
EOG RES INC COM 100,717 98,554
EVERGY INC 143,713 158,676
FEDERAL AGRIC MTG CORP , 100,018 104,974
GARMIN LTD 134,808 184,809
GARMIN LTD SHS 87,125 122,106
GENERAL MLS INC COM 90,586 82,710
GILEAD SCIENCES INC , 140,936 181,692
GILEAD SCIENCES INC COM 39,930 50,619
HONEYWELL INTL INC COM 70,300 79,287
HP INC COM 71,855 78,677
IBM CORP 149,533 177,183
INTUIT COM 34,668 33,939
JEFFERIES FINL GROUP INC COM 82,952 143,629
JPMORGAN CHASE & CO. COM 81,870 98,281
KROGER CO 134,004 142,541
LAM RESH CORP 156,452 119,559
LOCKHEED MARTIN CORP 100,125 109,337
LOCKHEED MARTIN CORP COM 20,740 66,088
LOWES COS INC COM 51,416 48,866
LPL FINL HLDGS INC 108,704 155,092
MARSH & MCLENNAN COS INC COM 60,332 62,449
MASTERCARD INC 204,330 223,266
MERCK & CO. INC. 155,994 125,964
META PLATFORMS INC 92,779 227,763
MICROSOFT CORP 269,194 468,708
MICROSOFT CORP COM 47,395 58,167
NINTENDO LTD 91,555 98,416
NUCOR CORP 134,312 81,496
NVIDIA CORP 145,907 376,952
PALO ALTO NETWORKS INC 41,949 78,971
PFIZER INC COM 57,850 55,952
PINNACLE WEST CAP CORP COM 54,714 63,493
PROCTER & GAMBLE CO , 90,536 93,716
PULTEGROUP INC 117,987 111,084
QUALCOMM INC , 129,952 116,751
QUALCOMM INC COM 37,858 34,104
RELX PLC 77,475 77,941
RESMED INC 101,745 97,193
RESMED INC COM 77,270 75,468
SALESFORCE INC , 132,675 153,976
TOYOTA MTR CORP 102,884 116,766
UNITEDHEALTH GROUP INC COM 9,068 46,033
UNUM GROUP COM 49,136 68,137
VERISK ANALYTICS INC 42,226 49,577
WELLS FARGO CO NEW COM 75,995 84,990
WILLIAMS SONOMA INC 80,972 94,442
WK KELLOGG CO , 66,090 70,161

TY 2024 InvestmentsGovtObligationsSch
Name:
COCHERL FAMILY FOUNDATION
EIN:
46-6266710
US Government Securities - End of Year Book Value:

162,885
US Government Securities - End of Year Fair Market Value:

165,324
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
COCHERL FAMILY FOUNDATION
EIN:
46-6266710
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BAIRD INTERMEDIATE BOND AT COST 120,736 120,587
BRIXMOR PPTY GROUP INC AT COST 21,465 21,576
DOUBLELINE LOW DURATION AT COST 48,880 48,720
GUGGENHEIM TOTAL RETURN AT COST 97,238 96,793
GUILFORD CAPITAL CREDIT AT COST 533,125 509,571
HORIZON TOWER II AT COST 508,233 243,082
IRON MTN INC AT COST 77,667 103,908
IRON MTN INC AT COST 81,114 108,047
IRONWOOD MULTI STRAT LLC AT COST 271,676 301,730
ISHARES 1-3 YEAR TREASURY BOND ETF AT COST 29,809 29,513
ISHARES 3-7 YEAR TREASURY BOND ETF AT COST 20,979 20,221
ISHARES 7-10 YEAR TREASURY BOND ETF AT COST 20,806 20,339
ISHARES CORE MSCI AT COST 576,765 582,775
ISHARES CORE S&P 500 AT COST 704,911 811,201
ISHARES S&P MID CAP 400 AT COST 462,983 468,290
PIMCO INCOME INSTL AT COST 49,101 48,649
SPDR BLOOMBERG 1 3 MNTH AT COST 29,535 29,532
SPDR BLOOMBERG 1 3 MNTH ETF AT COST 82,309 82,104
VANGUARD FTSE DEVELOPED AT COST 1,792,297 1,720,325
VANGUARD SMALL CAP ETF AT COST 541,408 581,718

TY 2024 OtherAssetsSchedule
Name:
COCHERL FAMILY FOUNDATION
EIN:
46-6266710
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OTHER ASSET 0 526,080 526,080


TY 2024 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 3,647 0   3,647
INVESTMENT FEES - MORGAN STANLEY 13,358 13,358   0
INVESTMENT FEES - CHARLES SCHWAB 62,697 62,697   0
LOSS FROM PARTNERSHIPS 155,315 74,836   0
OFFICE SUPPLIES 300 0   300


TY 2024 OtherIncomeSchedule2
Name:
COCHERL FAMILY FOUNDATION
EIN:
46-6266710
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME-MORGAN STANLEY #1570 194 98 98 98
K-1: GUILFORD CAPITAL CREDIT III LP 51,023 51,023 51,023


TY 2024 OtherIncreasesSchedule
Name:
COCHERL FAMILY FOUNDATION
EIN:
46-6266710
Description Amount
PASSTHROUGH INCOME NOT ON BOOKS 553,855


TY 2024 TaxesSchedule
Name:
COCHERL FAMILY FOUNDATION
EIN:
46-6266710
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 6,381 6,381   0
FEDERAL INCOME TAX 8,965 0   0
STATE TAX AND REGISTRATION FEES 62,112 62,112   0