2025-11-17T09:36:08-06:00 2024-12-31 260058143 CAPFINANCIAL PARTNERS LLC 2375 E CAMELBACK ROAD STE 700 PHOENIX AZ 85016 990PF 2024-01-01 466266710 COCHERL FAMILY FOUNDATION COCH 9137646700 4200 W 115TH ST STE 210 LEAWOOD KS 66211 PATRICK J COCHERL JR CHAIRMAN 9136858855 2025-11-17 1 1 JENNIFER WERTHEIM P01252754 8002221232 2025-11-16 2024 2025-03-06 01:10:19Z X X 17721377 X 10500 221033 218756 300310 299350 6098585 16238270 5536265 51121 51121 6681549 6105492 0 0 0 77458 68493 0 235317 150891 3947 312775 219384 3947 734470 734470 1047245 219384 738417 5634304 5886108 185591 704333 704333 717480 162885 165324 6273561 7202280 8573475 1911181 1734591 1803484 1125234 6071037 5948681 0 526080 526080 10213047 16401206 17721377 0 0 X 0 0 0 0 10213047 16401206 10213047 16401206 10213047 16401206 10213047 5634304 553855 16401206 0 16401206 SALE OF PUBLICLY TRADED SECURITIES 2024-01-01 2024-12-31 15158518 10139685 5018833 5018833 K-1: GUILFORD CAPITAL CREDIT III LP (SHORT-TERM) P 78 78 78 K-1: GUILFORD CAPITAL CREDIT III LP (LONG-TERM) P 1784 1784 1784 K-1: HORIZON TOWER LP II - NON-UBTI CAP GAINS P 1076199 562320 513879 513879 CAPITAL GAINS DIVIDENDS P 1691 1691 1691 5536265 81817 0 81817 0 81817 10650 0 100000 0 110650 X 0 28833 28833 0 0 0 0 0 0 0 0 0 1 1 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 15509043 647233 769161 16925437 0 0 16925437 253882 16671555 833578 833578 81817 70452 152269 681309 0 681309 0 681309 738417 0 738417 681309 0 0 79675 103935 183610 738417 0 0 0 681309 57108 0 0 240718 0 0 0 0 0 0 79675 161043 103935 57108 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. BENEDICTINE COLLEGE 1020 NORTH 2ND STREET ATCHISON KS 66002 NONE PC SCHOLARSHIP 2000 CITY YEAR 287 COLUMBUS AVE BOSTON MA 02116 NONE PC SUPPORT ORGANIZATION MISSION 50000 DOWN SYNDROME INNOVATIONS 5916 DEARBORN STREET MISSION KS 66202 NONE PC SUPPORT ORGANIZATION MISSION 70000 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 4000 JOHNSON COUNTY COMMUNITY COLLEGE 12345 COLLEGE BLVD OVERLAND PARK KS 66210 NONE PC SCHOLARSHIP 10470 KANSAS STATE UNIVERSITY 104 FAIRCHILD HALL MANHATTAN KS 66506 NONE PC SCHOLARSHIP 18000 LYNN UNIVERSITY 3601 N MILITARY TRL BOCA RATON FL 33431 NONE PC SCHOLARSHIP 4000 NEBRASKA COLLEGE OF LAW 1857 N 42ND ST LINCOLN NE 68503 NONE PC SCHOLARSHIP 2000 PITTSBURG STATE UNIVERSITY 1701 S BROADWAY PITTSBURG KS 66762 NONE PC SCHOLARSHIP 14000 ST MICHAELS THE ARCHANGEL 14251 NALL AVENUE LEAWOOD KS 66223 NONE PC SUPORT ORGANIZATION MISSION 25000 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 20000 TEAM UP FOR DOWN SYNDROME 7561 BARBAROSA WAY COLORADO SPRINGS CO 80923 NONE PC SUPPORT ORGANIZATION MISSION 25000 THE BATTLE WITHIN PO BOX 2878 OLATHE KS 66063 NONE PC SUPPORT ORGANIZATION MISSION 70000 UNIVERSITY OF CENTRAL MISSOURI 116 E SOUTH ST WARRENSBURG MO 64093 NONE PC SCHOLARSHIP 5000 UNIVERSITY OF KANSAS 1450 JAYHAWK BLVD LAWRENCE KS 66045 NONE PC SCHOLARSHIP 24000 UNIVERSITY OF MISSOURI COLUMBIA 1600 EAST ROLLINGS COLUMBIA MO 65211 NONE PC SCHOLARSHIP 4000 UNIVERSITY OF MISSOURI KANSAS CITY 5100 ROCKHILL RD KANSAS CITY MO 64110 NONE PC SCHOLARSHIP 2000 UNIVERSITY OF NEBRASKA 1400 R ST LINCOLN NE 68588 NONE PC SCHOLARSHIP 2000 JOHN BROWN UNIVERSITY 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 4000 DONNELLY COLLEGE 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 50000 AUBURN UNIVERSITY 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 2000 ROCKIN WITH THE SEALS 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 24000 GFPS FOUNDATION 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 10000 DARK HORSE ELITE 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 13000 BOYS & GIRLS CLUB 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 10000 WELCOME HOUSE 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 75000 ARTS & RECREATION FDN OF OP 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 20000 UPLIFT ORGANIZATION 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 10000 JUST SOMETHING ABOUT KC 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 35000 INCLUSION CONN PAWS ABILITIES 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 5000 CHOOSE 2 LIVE 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 4000 WORLDS GIVING FND 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 20000 FATHERS CLUB 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 1000 GILDAS CLUB KANSAS CITY 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 25000 BLUE VALLEY EDUCATION FDN 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 35000 BIG BROTHERS BIG SISTERS KC 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 1000 CULTURE HOUSE 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 5000 C YOU IN THE MAJOR LEAGUES 14004 WINDSOR ST OVERLAND PARK KS 66224 NONE PC SUPPORT ORGANIZATION MISSION 25000 734470 0 14 221033 14 300310 01 51121 14 6098585 0 6671049 0 6671049 0 0 0 0 0 0 0 0 0 0 X X 1 BRAD ELLIS 12501 PEMBROKE LN LEAWOOD KS 66209 10000 X ALLY FINL INC 7.1% 11/15/2027 111077 117955 CHARTER COMMUNICATIONS OPER 6.65% 02/01/2034 67554 71901 CITIGROUP INC 5.5% 09/13/2025 134980 138772 CLEVELAND-CLIFFS INC NEW 5.875% 06/01/2027 117746 117417 DELTA AIR LINES INC 7.375% 01/15/2026 91769 94654 FORD MTR CO 4.346% 12/08/2026 87319 85915 FORD MTR CO 6.1% 08/19/2032 92269 95389 GENERAL MTRS CO 5.4% 10/15/2029 91781 94757 GOLDMAN SACHS GROUP INC 7.5% 116899 122275 KEYCORP 4.15% 10/29/2025 115622 124203 MARRIOTT INTL INC NEW 3.75% 03/15/2025 87857 91794 MGM RESORTS INTERNATIONAL 5.5% 04/15/2027 68425 72397 MICRON TECHNOLOGY INC 5.327% 02/06/2029 89651 93510 OCCIDENTAL PETE CORP 3.4% 04/15/2026 118678 122112 RANGE RES CORP 8.25% 01/15/2029 67604 70176 TWILIO INC 3.625% 03/15/2029 67238 74162 UBER TECHNOLOGIES INC 6.25% 01/15/2028 115559 120371 WELLS FARGO & CO 7.625% 92563 95724 ABBVIE INC 158493 159575 ABBVIE INC COM 90363 90272 ACUITY BRANDS INC 57528 63100 AFLAC INC 113748 138816 AFLAC INC COM 69079 84304 ALPHABET INC 243314 304962 ALTRIA GROUP INC COM 80904 99850 AMAZON.COM INC 125874 186482 AMGEN INC 151489 142570 AMGEN INC COM 36829 50304 APPLE INC 314183 457017 BANK OF AMERICA CORP 112651 132597 BANK OZK 76034 76725 BOA 7.25% SR L 7.25% PFD 68735 70530 BOOZ ALLEN HAMILTON HLDG 99132 90476 BROADCOM INC COM 76355 97373 CHEVRON CORP NEW 80463 75462 CHEVRON CORP NEW COM 95049 89801 CISCO SYS INC 86963 103482 CISCO SYS INC COM 34576 41144 CITIGROUP INC 108303 125435 COMCAST CORP NEW CL A 59732 52617 COPA HOLDINGS S A 135805 118550 COTERRA ENERGY INC COM 35124 32793 CUMMINS INC COM 36800 43575 EAGLE MATLS INC 104891 98063 EOG RES INC 101231 99045 EOG RES INC COM 100717 98554 EVERGY INC 143713 158676 FEDERAL AGRIC MTG CORP , 100018 104974 GARMIN LTD 134808 184809 GARMIN LTD SHS 87125 122106 GENERAL MLS INC COM 90586 82710 GILEAD SCIENCES INC , 140936 181692 GILEAD SCIENCES INC COM 39930 50619 HONEYWELL INTL INC COM 70300 79287 HP INC COM 71855 78677 IBM CORP 149533 177183 INTUIT COM 34668 33939 JEFFERIES FINL GROUP INC COM 82952 143629 JPMORGAN CHASE & CO. COM 81870 98281 KROGER CO 134004 142541 LAM RESH CORP 156452 119559 LOCKHEED MARTIN CORP 100125 109337 LOCKHEED MARTIN CORP COM 20740 66088 LOWES COS INC COM 51416 48866 LPL FINL HLDGS INC 108704 155092 MARSH & MCLENNAN COS INC COM 60332 62449 MASTERCARD INC 204330 223266 MERCK & CO. INC. 155994 125964 META PLATFORMS INC 92779 227763 MICROSOFT CORP 269194 468708 MICROSOFT CORP COM 47395 58167 NINTENDO LTD 91555 98416 NUCOR CORP 134312 81496 NVIDIA CORP 145907 376952 PALO ALTO NETWORKS INC 41949 78971 PFIZER INC COM 57850 55952 PINNACLE WEST CAP CORP COM 54714 63493 PROCTER & GAMBLE CO , 90536 93716 PULTEGROUP INC 117987 111084 QUALCOMM INC , 129952 116751 QUALCOMM INC COM 37858 34104 RELX PLC 77475 77941 RESMED INC 101745 97193 RESMED INC COM 77270 75468 SALESFORCE INC , 132675 153976 TOYOTA MTR CORP 102884 116766 UNITEDHEALTH GROUP INC COM 9068 46033 UNUM GROUP COM 49136 68137 VERISK ANALYTICS INC 42226 49577 WELLS FARGO CO NEW COM 75995 84990 WILLIAMS SONOMA INC 80972 94442 WK KELLOGG CO , 66090 70161 162885 165324 0 0 BAIRD INTERMEDIATE BOND AT COST 120736 120587 BRIXMOR PPTY GROUP INC AT COST 21465 21576 DOUBLELINE LOW DURATION AT COST 48880 48720 GUGGENHEIM TOTAL RETURN AT COST 97238 96793 GUILFORD CAPITAL CREDIT AT COST 533125 509571 HORIZON TOWER II AT COST 508233 243082 IRON MTN INC AT COST 77667 103908 IRON MTN INC AT COST 81114 108047 IRONWOOD MULTI STRAT LLC AT COST 271676 301730 ISHARES 1-3 YEAR TREASURY BOND ETF AT COST 29809 29513 ISHARES 3-7 YEAR TREASURY BOND ETF AT COST 20979 20221 ISHARES 7-10 YEAR TREASURY BOND ETF AT COST 20806 20339 ISHARES CORE MSCI AT COST 576765 582775 ISHARES CORE S&P 500 AT COST 704911 811201 ISHARES S&P MID CAP 400 AT COST 462983 468290 PIMCO INCOME INSTL AT COST 49101 48649 SPDR BLOOMBERG 1 3 MNTH AT COST 29535 29532 SPDR BLOOMBERG 1 3 MNTH ETF AT COST 82309 82104 VANGUARD FTSE DEVELOPED AT COST 1792297 1720325 VANGUARD SMALL CAP ETF AT COST 541408 581718 OTHER ASSET 0 526080 526080 INSURANCE 3647 0 3647 INVESTMENT FEES - MORGAN STANLEY 13358 13358 0 INVESTMENT FEES - CHARLES SCHWAB 62697 62697 0 LOSS FROM PARTNERSHIPS 155315 74836 0 OFFICE SUPPLIES 300 0 300 OTHER INCOME-MORGAN STANLEY #1570 194 98 98 98 K-1: GUILFORD CAPITAL CREDIT III LP 51023 51023 51023 PASSTHROUGH INCOME NOT ON BOOKS 553855 FOREIGN TAX 6381 6381 0 FEDERAL INCOME TAX 8965 0 0 STATE TAX AND REGISTRATION FEES 62112 62112 0