Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
Bruce G Cochener Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address) 423 E Douglas Ave
 
Room/suite
City or town
Wichita
State or province
KS
Country  
ZIP or foreign postal code
67202
A Employer identification number

23-7255404
B Telephone number (see instructions)

3166914524
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$8,292,985
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 436,628 226,627 436,628
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,496,510
b Gross sales price for all assets on line 6a 9,444,739
7 Capital gain net income (from Part IV, line 2)... 1,496,510
8 Net short-term capital gain......... 176,948
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 0    
12 Total. Add lines 1 through 11........ 1,933,138 1,723,137 613,576
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,000 1,500 1,500 4,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0      
b Accounting fees (attach schedule)....... 48,520 12,130 12,130 36,390
c Other professional fees (attach schedule).... 0      
17 Interest............... 43,509 43,509 43,509  
18 Taxes (attach schedule) (see instructions)... 5,653 5,653 5,653  
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 39,136 9,784 9,784 29,352
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 142,818 72,576 72,576 70,242
25 Contributions, gifts, grants paid....... 502,751 502,751
26 Total expenses and disbursements. Add lines 24 and 25 ................ 645,569 72,576 72,576 572,993
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,287,569
b Net investment income (if negative, enter -0-) 1,650,561
c Adjusted net income (if negative, enter -0-)... 541,000
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 65,295 185,738 185,738
2 Savings and temporary cash investments......... 32,029 148,142 148,142
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts   735 4,607 4,607
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,905,162 Click to see attachment
List of Attached Documents:
// Content
392,989
401,669
b Investments—corporate stock (attach schedule)....... 3,398,015 Click to see attachment
List of Attached Documents:
// Content
4,271,695
4,890,519
c Investments—corporate bonds (attach schedule)....... 790,246 Click to see attachment
List of Attached Documents:
// Content
2,625,880
2,662,310
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 0  
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)     0  
15 Other assets (describe ) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,191,482 7,629,051 8,292,985
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe ) 625,444 775,444
23 Total liabilities (add lines 17 through 22)......... 625,444 775,444
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 7,204,857 7,204,857
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds -1,638,819 -351,250
29 Total net assets or fund balances (see instructions)..... 5,566,038 6,853,607
30 Total liabilities and net assets/fund balances (see instructions). 6,191,482 7,629,051
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
5,566,038
2
Enter amount from Part I, line 27a .....................
2
1,287,569
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,853,607
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,853,607
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 690 sh Alphabet Inc Cap Stk Cl A P 2024-08-19 2025-01-30
b 80000 Amgen Inc Sr Glbl 3.2% Dtd 11/2/17 Due 11/2/27 P 2025-03-05 2025-05-15
c 600 sh Blackstone Inc Com P 2024-08-19 2025-01-30
d 1460 sh Chipotle Mexican Grill Inc Cl A P 2024-08-19 2025-01-30
e 145 sh Clean Hbrs Inc Com P 2024-07-08 2025-01-30
5783.182 sh Columbia Total Return Bond Fund -13 P 2024-03-11 2025-01-30
80000 sh Comcast Corp New Sr Nt 4.15% Dtd 10/15/18 Due 10/15/28 P 2025-02-24 2025-10-10
460 sh Constellation Energy Corp Com P 2024-05-15 2025-01-30
320 sh Ecolab Inc Com P 2024-07-08 2025-01-30
125 sh Eli Lilly & Co Com P 2024-05-15 2025-01-30
90000 sh Federal Farm Cr Bks Cons Systemwide Bds 5.10% DTD 03/12/25 P 2025-03-17 2025-09-12
80000 sh Federal Farm Cr Bks Cons Systemwide Bds 5.23% Dtd 8/20/24 P 2025-03-10 2025-09-15
90000 sh Federal Farm Cr Bks Cons Systemwide Bds 5.4% DTD 12/20/24 P 2025-02-05 2025-08-22
1103.023 sh Federated Hermes Short-Intermediate Total Return Bond Fd Class R6 P 2025-01-30 2025-04-07
2240.166 sh Fidelity International Index Fund P 2025-01-30 2025-03-03
478.311 sh Fidelity International Index Fund P 2025-01-30 2025-04-07
255.452 sh Fidelity International Index Fund P 2025-01-30 2025-04-14
520.054 sh Fidelity International Index Fund P 2025-01-30 2025-05-09
1163.261 sh Fidelity International Index Fund P 2025-01-30 2025-12-09
45 sh Grainger WW Inc Com P 2024-07-08 2025-01-30
2599.786 sh Guggenheim Macro Opportunities Fund Instl #1101 P 2025-01-30 2025-04-07
1832.886 sh Guggenheim Macro Opportunities Fund Instl #1101 P 2025-01-30 2025-12-09
475 sh Ingersoll Rand Inc Com P 2024-07-08 2025-01-30
80000 sh Intercontinental Exchange Inc Sr Glbl Nt 3.75% DTD 11/24/15 P 2025-03-11 2025-12-01
3500 sh Invesco Exchange Traded Fd Tr II Sr Ln ETF P 2024-05-15 2025-01-30
68 sh Ishares MSCI USA Momentum Factor ETF P 2025-01-30 2025-05-09
38 sh Ishares MSCI USA Momentum Factor ETF P 2025-01-30 2025-12-09
74 sh Ishares MSCI USA Quality Factor ETF P 2025-01-30 2025-12-09
429 sh Ishares MSCI USA Value Factor ETF P 2025-01-30 2025-03-03
108 sh Ishares MSCI USA Value Factor ETF P 2025-01-30 2025-05-09
104 sh Ishares MSCI USA Value Factor ETF P 2025-01-30 2025-09-19
388 sh Ishares MSCI USA Value Factor ETF P 2025-01-30 2025-12-09
130 sh McKesson Corp Com P 2024-07-08 2025-01-30
273 sh Microsoft Corp Com P 2024-08-19 2025-01-30
280 sh Shopify Inc Cl A P 2024-05-15 2025-01-30
1170 sh SPDR Index Shs Fds S&P Emerging Mkts ETF P 2025-01-30 2025-03-03
399 sh SPDR Index Shs S&P Emerging Mkts ETF P 2025-01-30 2025-04-07
241 sh SPDR Index Shs S&P Emerging Mkts ETF P 2025-01-30 2025-09-19
371 sh SPDR Index Shs S&P Emerging Mkts ETF P 2025-01-30 2025-12-09
19466.073 sh Stone Ridge High Yield Reinsurance Risk Premium Fd Class I #2095 P 2024-02-09 2025-01-30
2600 sh VanEck Fallen Angel High Yield Bond ETF P 2024-05-15 2025-01-30
68 sh Vanguard Index FDS S&P 500 ETF Shs New P 2025-01-30 2025-04-14
46 sh Vanguard Index FDS S&P ETF Shs New P 2025-01-30 2025-05-09
103 sh Vanguard Index FDS S&P ETF Shs New P 2025-01-30 2025-09-19
287 sh Vanguard Index FDS S&P ETF Shs New P 2025-01-30 2025-12-09
798 sh Vanguard Intl Equity Index Fds FTSE All World Small-Cap P 2025-01-30 2025-03-03
75 sh Vanguard Intl Equity Index Fds FTSE All World Small-Cap P 2025-01-30 2025-04-07
77 sh Vanguard Intl Equity Index Fds FSTE All World Small-Cap P 2025-01-30 2025-05-09
112 sh Vanguard Intl Equity Index Fds FTSE All World Small-Cap P 2025-01-30 2025-12-09
45.632 sh Vanguard Mid-Cap Index Fund - Adm #5859 P 2025-01-30 2025-05-09
58.842 sh Vanguard Mid-Cap Index Fund - Adm #5859 P 2025-01-30 2025-12-09
282.065 sh Vanguard Small-Cap Index Fund Adm #548 P 2025-01-30 2025-03-03
70.723 sh Vanguard Small-Cap Index Fund Adm #548 P 2025-01-30 2025-05-09
129.71 sh Vanguard Small-Cap Index Fund Adm #548 P 2025-01-30 2025-12-09
160 sh Vertex Pharmaceuticals Inc Com P 2024-07-08 2025-01-30
80000 sh VMWare LLC Cr Sen Sr Glbl Step Cpn Dated 4/7/20 P 2025-02-07 2025-10-03
1430 sh Amazon.com Inc Com P 2023-05-17 2025-01-30
150000 sh Apple Inc Sr Nt 3.2% Dtd 5/13/15 P 2015-05-13 2025-03-03
455 sh Berkshire Hathaway Inc Del Cl B New P 2023-04-27 2025-01-30
1000 sh Broadcom Inc Com P 2023-02-01 2025-01-30
545 sh Cadence Design Sys Inc Com P 2023-02-16 2025-01-30
800 sh Cintas Corp Com P 2022-07-28 2025-01-30
200 sh Clean Hbrs Inc Com P 2022-10-27 2025-01-30
925 sh Diamondback Energy Inc Com P 2023-09-08 2025-01-30
650 sh Eaton Corp PLC Shs P 2022-08-10 2025-01-30
150 sh Grainger WW Inc Com P 2022-08-10 2025-01-30
1065 sh Hilton Worldwide Hldgs Inc Com P 2023-01-27 2025-01-30
1600 sh Ingersoll Rand Inc Com P 2023-01-27 2025-01-30
1575 sh Intercontinental Exchange Inc Com P 2023-06-09 2025-01-30
2000 sh Lam Research Corp Com New P 2023-01-26 2025-01-30
450 sh Linde PLC Shs P 2023-02-03 2025-01-30
630 sh Lowes Cos Inc Com P 2023-02-16 2025-01-30
971 sh Merck & Co Inc New Com P 2022-07-20 2025-01-30
235 sh Meta Platform Inc P 2023-12-11 2025-01-30
2000 sh Nvidia Corp Com P 2023-09-25 2025-01-30
280 sh Roper Technologies Inc P 2023-08-17 2025-01-30
275 sh S&P Global Inc Com P 2023-06-01 2025-01-30
740 sh Shopify Inc Cl A P 2023-09-25 2025-01-30
3500 sh US Bancorp Del Dep Pfd o 4.5% P 2024-01-31 2025-02-11
235782.38 sh US Treasury Note .125% Dtd 7/15/16 P 2020-02-10 2025-02-28
93581.55 sh US Treasury Note .125% Dtd 07/15/26 P 2020-02-10 2025-03-05
333102.5 sh US Treasury Note .25% Dtd 1/15/15 P 2020-02-07 2025-01-15
207000 sh US Treasury Note 2.5% Dtd 1/31/18 P 2018-01-31 2025-01-31
207000 sh US Treasury Note 2.625% Dtd 1/31/19 P 2019-01-31 2025-02-24
100000 sh US Treasury Note 2.625% Dtd 1/31/19 P 2019-01-31 2025-03-10
178000 sh US Treasury Note 2.75% Dtd 02/15/18 P 2018-02-15 2025-02-18
100000 sh US Treasury Note 2.75% Dtd 2/15/18 P 2018-02-15 2025-03-12
216000 sh US Treasury Note 2.75% Dtd 08/15/22 P 2022-08-15 2025-02-20
100000 sh US Treasury Note 2.75% Dtd 08/15/22 P 2022-08-15 2025-03-17
775 sh Vulcan Matls Co Com P 2023-12-21 2025-01-30
3500 sh Wells Fargo Co New DP PF Cl A Sr Z Pfd 4.75% P 2024-01-31 2025-02-11
214000 sh US Treasury Bond 2.875% Dtd 05/15/13 P 2013-05-15 2025-02-13
(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 138,294 0 114,235 24,059
b 77,471 0 77,627 -156
c 108,556 0 79,964 28,592
d 85,744 0 76,090 9,654
e 34,817 0 32,400 2,417
173,322 0 175,000 -1,678
80,382 0 78,645 1,737
141,115 0 98,146 42,969
80,426 0 77,952 2,474
102,240 0 105,342 -3,102
90,000 0 89,822 178
80,000 0 80,263 -263
90,000 0 89,888 112
11,174 0 11,118 56
115,884 0 112,680 3,204
22,098 0 24,059 -1,961
12,826 0 12,849 -23
28,135 0 26,159 1,976
71,122 0 58,512 12,610
50,632 0 41,234 9,398
63,409 0 64,397 -988
45,767 0 45,401 366
44,639 0 43,959 680
79,606 0 79,606 0
73,508 0 74,385 -877
14,778 0 14,966 -188
9,622 0 8,363 1,259
14,681 0 13,691 990
47,516 0 47,773 -257
11,345 0 12,027 -682
12,813 0 11,581 1,232
52,504 0 43,208 9,296
78,982 0 76,913 2,069
113,325 0 114,157 -832
33,445 0 16,505 16,940
45,383 0 45,817 -434
14,052 0 15,625 -1,573
11,246 0 9,438 1,808
17,367 0 14,528 2,839
174,416 0 175,389 -973
75,482 0 74,875 607
33,564 0 37,831 -4,267
23,885 0 25,592 -1,707
62,929 0 57,303 5,626
180,345 0 159,670 20,675
92,422 0 92,983 -561
7,889 0 8,739 -850
9,484 0 8,972 512
16,031 0 13,050 2,981
14,841 0 15,690 -849
21,230 0 20,232 998
31,329 0 34,062 -2,733
7,569 0 8,541 -972
16,104 0 15,664 440
70,727 0 77,203 -6,476
80,353 0 79,757 596
336,727 0 174,582 162,145
145,545 0 149,077 -3,532
215,513 0 150,397 65,116
215,906 0 59,021 156,885
161,778 0 113,154 48,624
161,426 0 84,055 77,371
48,023 0 23,870 24,153
158,728 0 145,080 13,648
212,814 0 97,882 114,932
168,773 0 84,935 83,838
274,475 0 157,778 116,697
150,364 0 88,997 61,367
251,993 0 174,624 77,369
162,315 0 101,638 60,677
200,357 0 147,608 52,749
167,786 0 132,451 35,335
95,942 0 94,922 1,020
162,060 0 75,452 86,608
238,993 0 85,605 153,388
161,175 0 138,413 22,762
144,365 0 101,947 42,418
88,391 0 39,521 48,870
70,391 0 72,357 -1,966
233,540 0 292,432 -58,892
92,753 0 116,017 -23,264
333,103 0 414,843 -81,740
199,943 0 206,729 -6,786
199,407 0 204,168 -4,761
96,332 0 98,632 -2,300
170,223 0 173,076 -2,853
95,685 0 97,233 -1,548
192,797 0 204,604 -11,807
90,922 0 94,724 -3,802
214,411 0 171,984 42,427
70,875 0 72,676 -1,801
164,082 0 187,867 -23,785
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 0 0 0 24,059
b 0 0 0 -156
c 0 0 0 28,592
d 0 0 0 9,654
e 0 0 0 2,417
0 0 0 -1,678
0 0 0 1,737
0 0 0 42,969
0 0 0 2,474
0 0 0 -3,102
0 0 0 178
0 0 0 -263
0 0 0 112
0 0 0 56
0 0 0 3,204
0 0 0 -1,961
0 0 0 -23
0 0 0 1,976
0 0 0 12,610
0 0 0 9,398
0 0 0 -988
0 0 0 366
0 0 0 680
0 0 0 0
0 0 0 -877
0 0 0 -188
0 0 0 1,259
0 0 0 990
0 0 0 -257
0 0 0 -682
0 0 0 1,232
0 0 0 9,296
0 0 0 2,069
0 0 0 -832
0 0 0 16,940
0 0 0 -434
0 0 0 -1,573
0 0 0 1,808
0 0 0 2,839
0 0 0 -973
0 0 0 607
0 0 0 -4,267
0 0 0 -1,707
0 0 0 5,626
0 0 0 20,675
0 0 0 -561
0 0 0 -850
0 0 0 512
0 0 0 2,981
0 0 0 -849
0 0 0 998
0 0 0 -2,733
0 0 0 -972
0 0 0 440
0 0 0 -6,476
0 0 0 596
0 0 0 162,145
0 0 0 -3,532
0 0 0 65,116
0 0 0 156,885
0 0 0 48,624
0 0 0 77,371
0 0 0 24,153
0 0 0 13,648
0 0 0 114,932
0 0 0 83,838
0 0 0 116,697
0 0 0 61,367
0 0 0 77,369
0 0 0 60,677
0 0 0 52,749
0 0 0 35,335
0 0 0 1,020
0 0 0 86,608
0 0 0 153,388
0 0 0 22,762
0 0 0 42,418
0 0 0 48,870
0 0 0 -1,966
0 0 0 -58,892
0 0 0 -23,264
0 0 0 -81,740
0 0 0 -6,786
0 0 0 -4,761
0 0 0 -2,300
0 0 0 -2,853
0 0 0 -1,548
0 0 0 -11,807
0 0 0 -3,802
0 0 0 42,427
0 0 0 -1,801
0 0 0 -23,785
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 1,496,510
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 3 176,948
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 22,943
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 22,943
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 22,943
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,200
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the
														 Original Return: 2200 7 2,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 20,743
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
KS
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofCochener Garvey Capital Partners Inc Telephone no. (316) 691-4524

Located at423 E Douglas AveWichitaKS ZIP+467202
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Donna M Cochener President/TTEE
1.00
2,000 0 0
423 E Douglas Ave
Wichita,KS67202
Deanna M Cochener Vice-President/TTEE
1.00
2,000 0 0
423 E Douglas Ave
Wichita,KS67202
Todd M Connell Trustee
1.00
2,000 0 0
302 N Rock Road Suite 200
Wichita,KS67206
Melane A Brown Secy/Treasurer
5.00
0 0 0
423 E Douglas Ave
Wichita,KS67202
Timothy D Short Asst Secy/Treas
3.00
0 0 0
423 E Douglas Ave
Wichita,KS67202
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
7,998,181
b
Average of monthly cash balances.......................
1b
69,373
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
8,067,554
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
 
3
Subtract line 2 from line 1d.........................
3
8,067,554
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
121,013
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,946,541
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
397,327
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
397,327
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
22,943
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
22,943
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
374,384
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
374,384
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
374,384
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
572,993
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
572,993
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 374,384
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 10,327
b From 2021...... 78,617
c From 2022...... 89,212
d From 2023...... 10,952
e From 2024...... 0
f Total of lines 3a through e ........ 189,108
4Qualifying distributions for 2025 from Part
XI, line 4: $ 572,993
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) .....
 
c Treated as distributions out of corpus (Election
required—see instructions) ........
0
d Applied to 2025 distributable amount..... 374,381
e Remaining amount distributed out of corpus 198,612
5 Excess distributions carryover applied to 2025.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 387,720
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......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
3
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
10,327
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
377,393
10 Analysis of line 9:
a Excess from 2021 .... 78,617
b Excess from 2022 .... 89,212
c Excess from 2023 .... 10,952
d Excess from 2024 .... 0
e Excess from 2025 .... 198,612
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
None
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
None
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

Christ Gospel Church

PO Box 906
Camden,TN38320
    Operating/Religious 1,000

Embrace of Wichita Inc

1040 N West St
Wichita,KS67203
    Operating/Welfare 250

Hope Ranch for Women Inc

PO Box 75436
Wichita,KS67275
    Operating/Welfare 2,900

K-Love

PO Box 2098
Omaha,NE68103
    Operating/Other 250

Seattle Repertory Theater

PO Box 900923
Seattle,WA98109
    Capital/Other 85,000

McAdams Academy

PO Box 377
Valley Center,KS67147
    Operating/Other 200

Prairie Creek PTO

654 S YMCA Dr
Andover,KS67002
    Operating/Education 703

Wichita State University Foundation

1845 Fairmount St
Wichita,KS67260
    Operating/Education 10,000

Mental Health America of SCK

555 N Woodlawn 3105
Wichita,KS67208
    Operating/Medical 500

New Bethel Missionary Baptist Church

1110 Allen Rd
Dothan,AL36304
    Operating/Religious 1,000

The Neighboring Movement

1106 S Waco Ave
Wichita,KS67213
    Operating/Welfare 500

Society of St Vincent de Paul

405 Witmarsum West
North Newton,KS67117
    Operating/Welfare 100

Assistance League of Wichita

PO Box 8072
Wichita,KS67208
    Operating/Welfare 26,000

Discovery Childrens Museum

360 Promenade Place
Las Vegas,NV89106
    Operating/Educational 10,000

HopeNet Wichita

2501 E Central Ave
Wichita,KS67214
    Operating/Welfare 25,000

Catholic Charities of SW Kansas

804 N 2nd Ave
Dodge City,KS67801
    Operating/Welfare 1,000

Kansas Humane Society

3313 N Hillside
Wichita,KS67219
    Operating/Other 250

Make A Wish

13523 Barrett Pkwy Ste 241
Baldwin,MO63021
    Operating/Other 105

American Red Cross

707 N Main
Wichita,KS67203
    Operating/Welfare 1,500

Sunrise Christian Academy

5500 E 45th St
Bel Aire,KS67220
    Operating/Education 250

Fred Hutchinson Cancer Center

1100 Fairview Ave
Seattle,WA98109
    Operating/Capital 50,000

Smoky Hill Cemetery Company

PO Box 384
Lindsborg,KS67456
    Operating/Other 2,500

Quilts of Valor Foundation

PO Box 191
Winterset,IA50273
    Operating/Other 500

Derby Education Foundation

15501 E Walnut Grove Rd
Derby,KS67037
    Operating/Education 2,500

Good360

625 N Washington St Ste 324
Alexandria,VA22314
    Operating/Welfare 2,000

Duke University

PO Box 90581
Durham,NC27708
    Operating/Education 60,000

Catholic Charities

437 N Topeka
Wichita,KS67202
    Operating/Welfare 420

National Multiple Sclerosis Society

733 3rd Avenue
New York,NY10017
    Operating/Welfare 50

National Kidney Foundation

30 E 33rd St
New York,NY10016
    Operating/Welfare 2,145

Central Community Church

6100 W Maple
Wichita,KS67209
    Operating/Religious 500

USD 273 Educational Foundation

3075 A US 24 Hwy
Beloit,KS67420
    Operating/Education 500

University of West Florida Foundation

11000 University Parkway Bldg 12
Pensacola,FL32514
    Operating/Education 845

Church of Jesus Christ of Latter-Day Saints

50 E North Temple St
Salt Lake City,UT84150
    Operating/Religious 955

Anchor Church of God

704 N Baehr
Wichita,KS67212
    Operating/Religious 631

Wichita Community Foundation

300 S BroadwaySte100
Wichita,KS67202
    Operating/Welfare 13,578

American Heart Association

7272 Greenville Ave
Dallas,TX75231
    Operating/Medical 129

Headland Methodist Church

103 W King St
Headland,AL36345
    Operating/Religious 1,500

Ronald McDonald House

551 N Hillside Ste 100
Wichita,KS67214
    Operating/Welfare 7,000

Operation Homefront

17319 San Pedro Ste 505
San Antonio,TX78232
    Operating/Other 100

Jackson Elementary School

2717 N Woodlawn Blvd
Wichita,KS67220
    Operating/Education 250

Wichita Church of Christ

4100 W Memory Lane
Wichita,KS67212
    Operating/Religious 1,000

Exploration Place

300 N McClean Blvd
Wichita,KS67203
    Operating/Other 100

KVC Foundation-Camber Mental Health

1325 S Fountain Dr
Olathe,KS66061
    Operating/Welfare 12,000

Our Redeemer Lutheran Church

10025 W North Ave
Wauwatosa,WI53226
    Operating/Religious 1,000

Wiregrass United Way

304 N Foster St
Dothan,AL36303
    Operating/Welfare 6,035

NXTUS Inc

245 N Waco Ste 230A
Wichita,KS67202
    Operating/Other 2,500

Shepherd's Way

1603 N Chapel Hill St Ste 400
Wichita,KS67206
    Operating/Welfare 1,000

Wichita Public Schools Foundation

903 S Edgemoor St
Wichita,KS67218
    Operating/Education 2,550

Wichita Collegiate School

9115 E 13th St N
Wichita,KS67206
    Operating/Education 12,500

Child Advocacy Center

1211 S Emporia Ave
Wichita,KS67211
    Operating/Welfare 10,000

PBS Kansas

PO Box 783100
Wichita,KS67278
    Operating/Other 16,096

The Pando Initiative

412 S Main St
Wichita,KS67202
    Operating/Education 1,750

Kansas Food Bank

1919 E Douglas Ave
Wichita,KS67211
    Operating/Welfare 2,500

Dothan Rescue Mission

PO Box 6691
Dothan,AL36302
    Operating/Welfare 1,500

NonProfitGo Inc

303 S Broadway Ave Ste 121
Wichita,KS67202
    Operating/Other 400

Felines Under Rescue

PO Box 34
Dothan,AL36302
    Operating/Other 225

United Way of the Plains

245 N Water St
Wichita,KS67202
    Operating/Welfare 9,836

Ark Dothan

475 W Main St
Dothan,AL36302
    Operating/Religious 154

Kitty Kottage

131 E Selma St
Dothan,AL36302
    Operating/Other 229

Wichita Childrens Home

7271 E 37th St N
Wichita,KS67226
    Operating/Welfare 2,750

Church of the Magdalen

12626 E 21st St
Wichita,KS67206
    Operating/Religious 1,000

Kansas Childrens Service League

3545 SW 5th St
Topeka,KS66606
    Operating/Welfare 4,500

KMUW 891 Public Radio

121 N Mead St Ste 200
Wichita,KS67202
    Operating/Other 350

Newspring Church

12200 E 21st St N
Wichita,KS67206
    Operating/Religious 1,000

ICT Street Team

401 N Emporia Ave
Wichita,KS67202
    Operating/Welfare 1,500

Spruce Street School

914 Virginia St
Seattle,WA98101
    Capital/Education 50,000

Seattle Academy of the Arts

1201 E Union St
Seattle,WA98122
    Capital/Education 25,000

Wiregrass Area Food Bank

382 Twitchell Rd
Dothan,AL36303
    Operating/Welfare 2,000

Wiregrass Humane Society

PO Box 1045
Dothan,AL36302
    Operating/Other 55

CMA PTO

2055 S 143rd St E
Wichita,KS67230
    Operating/Education 250

Wichita Oasis Association

2418 E 9th St N
Wichita,KS67214
    Operating/Welfare 360

Music Theatre of Wichita

225 W Douglas Ave Ste 202
Wichita,KS67202
    Operating/Welfare 11,500

ICT Food Rescue

2011 W 12th St N
Wichita,KS67203
    Operating/Welfare 5,000

Christian Performance Theater

PO Box 26
Wichita,KS67201
    Operating/Welfare 3,500
Total ................................. 3a 502,751
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 436,628  
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 1,496,510  
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) ..   1,933,138  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,933,138
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  
Part V Line 7 - Tax Paid with the Original Return: 2,200


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpBondsSchedule
Name:
Bruce G Cochener Foundation
EIN:
23-7255404
Name of Bond End of Year Book Value End of Year Fair Market Value
Bk of America Corp Fr 4.45% 79,930 80,058
The Cigna Group Sr Glbl Nt 5.25% 89,382 92,566
Commonwealth Edison Co 1m Glbl 125 Bd 3.7% 78,258 79,691
Cummins Inc Sr Glbl 5.3% 83,326 82,958
Disney Walt Co Sr Glbl 6.4% 87,517 90,185
Duke Energy Corp New Dp Rep Pfd A 5.75% 43,688 43,698
Ebay Sr Glbl 6.3% 96,433 98,318
Equinix Inc Sr Glbl 2.9% 77,574 79,206
Federal Farm Cr Bks Cons Systemwide Bds 5.0% 100,000 100,105
Federal Farm Cr Bks Cons Systemwide Bds 4.69% 89,865 89,933
Federated Hermes Short-Intermediate Total Return Bond Fund Class R6 #127 97,207 98,375
General Mtrs Co Sr Glbl 5.4% 80,074 82,858
Guggenheim Macro Opportunities Fund Instl #1101 740,152 747,613
Intel Corp Sr Glbl Nt 5.15% 79,016 81,006
Intercontinental Exchange Inc Sr Glbl Nt 5.25% 89,044 89,076
Janus Henderson US Hldgs Inc Sr Glbl Nt 5.45% 82,408 86,370
Jefferies Financial Group Inc Sr Glbl Nt 4.15% 86,758 88,765
Metlife Inc Ncum Pfd E 5.625% 42,924 41,563
Morgan Stanley Fr Var Rate Dtd 1/22/31 71,660 75,040
Oneok Inc New Sr Glbl 3.1% 73,074 76,067
Oracle Corp Sr Glbl Nt 6.25% 84,315 83,393
Phillips 66 Co Sr Glbl Nt 4.95% 76,248 79,498
Public Storage Dep Shs Pfd P 4.0% 29,739 27,843
Southern Co Sr Glbl Nt 3.25% 78,710 79,724
Starbucks Corp Sr Glbl 5.4% 88,578 88,401

TY 2025 InvestmentsCorpStockSchedule
Name:
Bruce G Cochener Foundation
EIN:
23-7255404
Name of Stock End of Year Book Value End of Year Fair Market Value
Fidelity International Index Fund 726,647 874,192
Ishares Msci USA Min Vol Factor ETF 152,623 155,082
Ishares Msci USA Quality Factor ETF 134,417 145,787
Ishares Msci USA Value Factor ETF 279,217 345,790
Ishares Msci USA Momentum Factor ETF 126,500 145,680
Spdr Index Shs Fds S&P Emerging Mkts ETF 245,102 292,984
Vanguard Intl Equity Index Fds Ftse All World Ex USA Small Cap Index Fd ETF Shs 159,283 195,932
Vanguard Index Fds S&P 500 ETF Shs 1,796,432 2,053,851
Vanguard Mid-Cap Index Fund - Adm #5859 415,921 436,941
Vanguard Small Cap Index Fund Adm #548 235,553 244,280

TY 2025 InvestmentsGovtObligationsSch
Name:
Bruce G Cochener Foundation
EIN:
23-7255404
US Government Securities - End of Year Book Value:

392,989
US Government Securities - End of Year Fair Market Value:

401,669
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 OtherExpensesSchedule
Name:
Bruce G Cochener Foundation
EIN:
23-7255404
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Portfolio Management Fees 39,136 9,784 9,784 29,352


TY 2025 TaxesSchedule
Name:
Bruce G Cochener Foundation
EIN:
23-7255404
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Federal Excise Tax 3,503 3,503 3,503  
Foreign Taxes 2,150 2,150 2,150