2024-11-11T12:01:44-06:00 2023-12-31 260058143 CAPFINANCIAL PARTNERS LLC 2375 E CAMELBACK ROAD STE 700 PHOENIX AZ 85016 990PF 2023-01-01 466266710 COCHERL FAMILY FOUNDATION COCH 9137646700 14105 CANTERBURY ST LEAWOOD KS 662249641 PATRICK J COCHERL JR CHAIRMAN 9136858855 2024-11-11 1 0 JENNIFER WERTHEIM P01252754 8002221232 2024-11-07 2023 2024-10-15 13:58:12Z X 14283163 X 10500 91907 91907 150961 150376 427664 17715626 427664 2000 0 683032 669947 0 0 0 4898 2449 2449 12401 223 0 106271 102007 4264 123570 104679 6713 616098 616098 739668 104679 622811 -56636 565268 563515 185591 185591 1712346 454291 460018 5158709 6273561 9724737 1233173 1911181 1983722 1603653 1388423 1929095 10271396 10213047 14283163 0 0 X 0 0 0 0 10271396 10213047 10271396 10213047 10271396 10213047 10271396 -56636 0 10214760 1713 10213047 SALE OF PUBLICLY TRADED SECURITIES P 2023-01-01 2023-12-31 17708892 17287962 420930 420930 CAPITAL GAINS DIVIDENDS P 6734 6734 6734 427664 7857 0 7857 0 7857 9640 0 9000 0 18640 133 10650 10650 0 0 0 0 0 0 0 0 0 0 0 1 1 KS 1 0 0 0 0 1 N/A PATRICK J COCHERL JR 9136858855 14105 CANTERBURY LEAWOOD KS 662249641 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 PATRICK J COCHERL JR 14105 CANTERBURY ST LEAWOOD KS 66224 TRUSTEE 1.00 0 0 0 KATHLEEN B COCHERL 14105 CANTERBURY ST LEAWOOD KS 66224 TRUSTEE 1.00 0 0 0 KRISTIN COCHERL TARPY 14105 CANTERBURY ST LEAWOOD KS 66224 TRUSTEE 1.00 0 0 0 JENNIFER COCHERL HARRIS 14105 CANTERBURY ST LEAWOOD KS 66224 TRUSTEE 1.00 0 0 0 SHAWN P COCHERL 14105 CANTERBURY ST LEAWOOD KS 66224 TRUSTEE 1.00 0 0 0 RYAN M COCHERL 14105 CANTERBURY ST LEAWOOD KS 66224 TRUSTEE 1.00 0 0 0 PATRICK J COCHERL III 14105 CANTERBURY ST LEAWOOD KS 66224 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 11930107 534934 847004 13312045 0 0 13312045 199681 13112364 655618 655618 7857 7857 647761 2000 649761 0 649761 622811 0 622811 649761 0 0 106625 103935 210560 622811 0 0 0 622811 0 26950 26950 183610 0 0 0 0 0 0 0 183610 79675 103935 PATRICK J COCHERL JR PATRICK J COCHERL 14105 CANTERBURY LEAWOOD KS 66224 9136858855 NO SPECIFIC APPLICATION FORMS AT THIS TIME. NONE 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. ADVENTHEALTH FOUNDATION 7315 E FRONTAGE RD OVERLAND PARK KS 66204 NONE PC SUPPORT ORGANIZATION MISSION 60000 BENEDICTINE COLLEGE 1020 NORTH 2ND STREET ATCHISON KS 66002 NONE PC SCHOLARSHIP 2000 DAVID MAUS FOUNDATION 15220 WISCON ROAD BROOKSVILLE FL 34601 NONE PC SUPPORT ORGANIZATION MISSION 3500 DOWN SYNDROME INNOVATIONS 5916 DEARBORN STREET MISSION KS 66202 NONE PC SUPPORT ORGANIZATION MISSION 20000 FORGIVENESS INSTITUTE 13012 W 131ST ST OVERLAND PARK KS 66213 NONE PC SUPPORT ORGANIZATION MISSION 15000 HANDS TO HEARTS 9007A W 51ST TERRACE MERRIAM KS 66203 NONE PC SUPPORT ORGANIZATION MISSION 5000 HASTINGS COLLEGE 710 N TURNER AVE HASTINGS NE 68901 NONE PC SCHOLARSHIP 2000 JOHNSON COUNTY COMMUNITY COLLEGE 12345 COLLEGE BLVD OVERLAND PARK KS 66210 NONE PC SCHOLARSHIP 4098 KANSAS STATE UNIVERSITY 104 FAIRCHILD HALL MANHATTAN KS 66506 NONE PC SCHOLARSHIP 8000 LYNN UNIVERSITY 3601 N MILITARY TRL BOCA RATON FL 33431 NONE PC SCHOLARSHIP 2000 NEBRASKA COLLEGE OF LAW 1857 N 42ND ST LINCOLN NE 68503 NONE PC SCHOLARSHIP 4000 NO FOOT TOO SMALL 1150 5TH ST SUITE 152 CORALVILLE IA 52241 NONE PC SUPPORT ORGANIZATION MISSION 5000 OKLAHOMA PANHANDLE STATE UNIVERSITY PO BOX 430 GOODWILL OK 73939 NONE PC SCHOLARSHIP 4000 PETE'S GARDEN 6215 SUMMIT ST KANSAS CITY MO 64113 NONE PC SUPPORT ORGANIZATION MISSION 40000 PITTSBURG STATE UNIVERSITY 1701 S BROADWAY PITTSBURG KS 66762 NONE PC SCHOLARSHIP 14000 SLEEP IN HEAVENLY PEACE PO BOX 3373 NAMPA ID 83653 NONE PC SUPPORT ORGANIZATION MISSION 5000 ST MICHAELS THE ARCHANGEL 14251 NALL AVENUE LEAWOOD KS 66223 NONE PC SUPORT ORGANIZATION MISSION 150000 STAGEWORKS 237 HAMBURG TPKE POMPTON LAKES NJ 07442 NONE PC SUPPORT ORGANIZATION MISSION 5000 STEPHEN F AUSTIN STATE UNIVERSITY 1936 NORTH ST NACOGDOCHES TX 75965 NONE PC SCHOLARSHIP 4000 STEPS OF FAITH FOUNDATION 31 W 31ST STREET 3 KANSAS CITY MO 64108 NONE PC SUPPORT ORGANIZATION MISSION 12000 TEAM UP FOR DOWN SYNDROME 7561 BARBAROSA WAY COLORADO SPRINGS CO 80923 NONE PC SUPPORT ORGANIZATION MISSION 25000 UNIVERSITY OF CENTRAL MISSOURI 116 E SOUTH ST WARRENSBURG MO 64093 NONE PC SCHOLARSHIP 2000 UNIVERSITY OF KANSAS 1450 JAYHAWK BLVD LAWRENCE KS 66045 NONE PC SCHOLARSHIP 18000 UNIVERSITY OF MISSOURI KANSAS CITY 5100 ROCKHILL RD KANSAS CITY MO 64110 NONE PC SCHOLARSHIP 4000 UNIVERSITY OF NEBRASKA 1400 R ST LINCOLN NE 68588 NONE PC SCHOLARSHIP 2000 WAR HORSES FOR VETERANS 5600 W 183RD STREET STILWELL KS 66085 NONE PC SUPPORT ORGANIZATION MISSION 50000 WILLIAM BAKER CHORAL FOUNDATION INC 5450 BUENA VISTA ST SUITE 100 ROELAND PARK KS 66205 NONE PC SUPPORT ORGANIZATION MISSION 500 WONDERSCOPE 433 EAST RED BRIDGE ROAD KANSAS CITY MO 64131 NONE PC SUPPORT ORGANIZATION MISSION 150000 616098 0 14 91907 14 150961 14 427664 RETURNED GRANT 2000 0 670532 2000 672532 11 REFUND FROM SCHOOL FOR A STUDENT WHO DROPPED OUT OR DROPPED A CLASS 0 0 0 0 0 0 0 0 0 0 X X 1 BRAD ELLIS 12501 PEMBROKE LN LEAWOOD KS 66209 10000 X ACCOUNTING FEES 4898 2449 2449 ALLY FINANCIAL 111268 116905 CHARTER 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ABBETT CONVERTIBLE AT COST 59035 59560 MFS INTL DIVERSIFICAITON AT COST 18486 18591 PGIM JENN GLBL AT COST 22325 23574 PGIM JENN GLBL AT COST 18712 19750 PIMCO EM MKT LOC AT COST 47036 47350 VOYA GNMA INCOME I AT COST 45460 48247 WISDOMTREE TR GLB AT COST 4602 5105 WISDOMTREE TRUST INDIA AT COST 8253 8569 WISDOMTREE TUST JAPN AT COST 8249 8798 WISDOMTREE TUST JAPN AT COST 7792 8182 PRIOR PERIOD ADJUSTMENT - NO TAX IMPACT 1713 INSURANCE 3424 0 3424 INVESTMENT FEES 74592 74592 0 LOSS FROM PARTNERSHIP 27415 27415 0 WEBSITE 840 0 840 RETURNED GRANT 2000 2000 FOREIGN TAX 223 223 0 FEDERAL INCOME TAX 12178 0 0