2025-04-28T06:18:01-07:00 2024-12-31 431519715 W Rodger Marsh CPA 11011 King Street Suite 240 Overland Park KS 66210 990PF 2024-01-01 331020940 SARLI FAMILY FOUNDATION SARL 9133625856 11011 KING STREET OVERLAND PARK KS 66210 W RODGER MARSH JR SECRETARY/TREASURER 9133625856 2025-04-28 true true W Rodger Marsh Jr P01241272 9134696500 2025-04-28 X 2024 2025-03-06 01:10:19Z X 35838370 X X 180711 180711 1212648 1212648 142874 2216388 142874 0 0 1536233 1536233 18000 18000 0 5900 5900 0 22876 7811 0 166556 114173 52383 213332 121984 76283 1755000 1755000 1968332 121984 1831283 -432099 1414249 1388714 2469258 2469258 0 0 12328345 11985382 29260476 4506435 3352446 3139760 0 971552 970792 968876 0 0 0 0 19195046 18777878 35838370 0 0 0 0 0 X 19195046 18777878 19195046 18777878 19195046 18777878 19195046 -432099 14931 18777878 18777878 UNITED STATES TREASURY NOTE P 2023-05-26 2024-05-15 500000 0 500000 0 0 0 0 0 AMERICAN EXPRESS CO P 2022-04-08 2024-09-30 250000 0 250083 -83 0 0 0 -83 CROWN CASTLE INTL CORP P 2021-02-03 2024-05-22 61533 0 95947 -34414 0 0 0 -34414 DEERE JOHN CAP CORP P 2022-04-11 2024-03-07 250000 0 250060 -60 0 0 0 -60 GOLDMAN SACHS GROUP INC P 2023-06-05 2024-09-29 500000 0 492763 7237 0 0 0 7237 INTEL CORP P 2002-11-13 2024-05-22 95667 0 53670 41997 0 0 0 41997 INTEL CORP P 2006-02-24 2024-05-22 88173 0 56212 31961 0 0 0 31961 JP MORGAN CHASE & CO P 2023-10-25 2024-12-15 250000 0 249102 898 0 0 0 898 PFIZER P 2009-10-16 2024-05-22 221015 0 125677 95338 0 0 0 95338 142874 0 19658 0 19658 0 19658 22000 22000 -22000 2342 2342 false false false false false false false true true KS true false true false false true N/A W RODGER MARSH JR 9134696500 11011 KING ST 240 OVERLAND PARK KS 66210 false false false false false false false false false false false false false false false false false false false false false false false MELINDA WEHRLE 11408 CAMBRIDGE ROAD LEAWOOD KS 66211 DIRECTOR 0.00 0 0 0 W RODGER MARSH JR 11011 KING ST SUITE 240 OVERLAND PARK KS 66210 DIRECTOR 0.00 0 0 0 LISA WEHRLE 9511 MEADOW LANE LEAWOOD KS 66206 DIRECTOR 2.00 18000 0 0 NONE 0 NONE 0 33200944 1877134 0 35078078 0 35078078 526171 34551907 1727595 1727595 19658 19658 1707937 1707937 1707937 1831283 1831283 1707937 0 0 0 0 1533064 1533064 1831283 0 174873 1656410 1533064 1533064 1656410 0 0 0 0 0 1656410 0 0 0 0 1656410 NA NA X ST LUKES HOSPITAL FDN 4232 WORNALL ROAD KANSAS CITY MO 64111 501C3 CHARITABLE 75000 CHILDRENS MERCY HOSPITAL 2340 GILLHAM ROAD KANSAS CITY MO 64108 501C3 CHARITABLE 200000 CAMPS FOR KIDS 1080 WASHINGTON KANSAS CITY MO 64105 501C3 CHARITABLE 75000 ST LUKE'S FOUNDATION 10918 ELM AVENUE KANSAS CITY MO 64134 501C3 CHARITABLECRITTENTON CHILDRENS CENTERRESTRICTED 75000 KANSAS CITY HOSPICE & PALLIATIVE CARE 9221 WARD PARKWAY KANSAS CITY MO 64114 501C3 CHARITABLE 75000 KIDS TLC INC 480 SOUTH ROGERS ROAD OLATHE KS 66062 501C3 CHARITABLE 75000 JACKSON COUNTY CASA 625 E 26TH STREET KANSAS CITY MO 64108 501C3 CHARITABLE 75000 SMILES CHANGE LIVES 2405 GRAND SUITE 300 KANSAS CITY MO 64108 501C3 CHARITABLE 75000 BURNS RECOVERED SUPPORT GROUP INC 11710 ADMINISTRATION DR ST LOUIS MO 63146 501C3 CHARITABLE 75000 ABILITY KC (CHILDREN'S TLC) 3101 MAIN STREET KANSAS CITY MO 64111 501C3 CHARITABLE 75000 BOYS HOPE GIRLS HOPE 7930 STATE LINE RD SUITE 120 PRAIRIE VILLAGE KS 66208 501C3 CHARITABLE 75000 OPERATION BREAKTHROUGH INC 3039 TROOST AVENUE KANSAS CITY MO 64109 501C3 CHARITABLE 75000 KANSAS CITY AUTISM TRAINING CENTER 4805 W 67TH ST PRAIRIE VILLAGE KS 66208 501C3 CHARITABLE 75000 CHILD PROTECTION CENTER INC 3101 BROADWAY SUITE 750 KANSAS CITY MO 64111 501C3 CHARITABLE 75000 NILES HOME FOR CHILDREN 1911 EAST 23RD ST KANSAS CITY MO 64127 501C3 CHARITABLE 75000 NEW HORIZON RANCH 1526 VERMONT ROAD RANTOUL KS 66079 501C3 CHARITABLE 50000 KVC BEHAVIORAL HEALTHCARE INC 4300 BRENNER ROAD KANSAS CITY KS 66104 501C3 CHARITABLE 75000 CHILDREN'S CENTER FOR THE VISUALLY IMPAIRED 3101 MAIN ST KANSAS CITY MO 64111 501C3 CHARITABLE 75000 CORNERSTONES OF CARE 421 E 137TH ST KANSAS CITY MO 64109 501C3 CHARITABLE 75000 AMETHYST PLACE INC 2735 TROOST AVE KANSAS CITY MO 64109 501C3 CHARITABLE 75000 FOSTER ADOPT CONNECT 18600 E 37TH ST INDEPENDENCE MO 64057 501C3 CHARITABLE 75000 HAPPY BOTTOMS 303 W 79th ST KANSAS CITY MO 64114 501C3 CHARITABLE 50000 SLEEPYHEAD BEDS 4741 CENTRAL 244 KANSAS CITY MO 64112 501C3 CHARITABLE 30000 1755000 14 180711 14 1212648 18 142874 1536233 1536233 false false false false false false false false false false W.R. MARSH, CPA TAX PREP 5900 5900 STOCK SALES Purchased 1716388 1573514 142874 STOCK SALES Purchased 500000 500000 0 DOUBLELINE TOTAL RETURN BD FUND 185421 146762 FIDELITY ADV FLOATING RATE 520647 485624 ISHARES FLOATING RATE BOND 763994 763200 ISHARES PREFERRED & INCOME SECURITIES 251142 248376 PRINCIPAL SPECTRUM PREFERRED & CAP 370330 325904 SPDR BLOOMBERG ST HY BOND 417667 340875 STATE STREET CORP GLB 248347 257153 VANGUARD SHORT TERM BOND ETF 330076 320284 VANGUARD SHORT-TERM CORPORATE BOND 264822 251582 ABBOTT LABS 13792 565550 ABBVIE INC 14014 832525 AUTOMATIC DATA PROCESSING 100710 863554 BRISTOL MYERS SQUIBB 158050 434664 COLUMBIA DIVIDEND INCOME FUND 366171 874552 COLUMBIA GLOBAL TECH GROWTH FUND 400000 1049295 COLUMBIA MID CAP INDEX FUND 300000 400374 COLUMBIA SMALL CAP INDEX FUND 675000 928699 COLUMBIA SMALL CAP VALUE FUND II 174908 321001 EXXON MOBIL CORP 71803 295817 FIRST TR NASDAQ 300481 667811 FULLER THALE BEHAVIORAL SMALL CAP EQUITY 400000 709133 GLOBAL X FUNDS GLOBAL X & ARTIFICAL INTELLIGENCE 302220 406564 HOME DEPOT 72305 1040548 INVESCO QQQ TRUST 99487 222385 ISHARES INC CORE MSCI EMERGING MKTS 203305 207575 ISHARES EDGE MSCI USA QUALITY FACTOR ETF 253575 534240 ISHARES MSCI EAFE SMALL CAP ETF 657971 782156 ISHARES S&P GSSI NATURAL RESOURCES 150499 157032 JANUS HENDERSON ENTERPRISE FUND I 618509 985870 JOHNSON & JOHNSON 17225 433860 JP MORGAN CHASE & CO 114917 269674 JP MORGAN EQUITY PREMIUM INCOME ETF 299968 319004 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND 389000 561410 LOOMIS SAYLES GROWTH 415122 1001995 MCDONALDS CORP 56266 724725 MICROSOFT CORP 90725 1422563 OTIS WORLDWIDE CORP 4336 138915 RTX CORP 9152 347160 SPDR S&P AEROSPACE & DEFENSE 149547 223857 TARGET CORP 132755 540720 VANGUARD FTSE DEVELOPED MARKETS ETF 825616 1123770 VANGUARD FTSE EMERGING MKTS 440297 444804 VANGUARD GROWTH 925377 3410756 VANGUARD MID-CAP ETF 352508 739564 VANGUARD REAL ESTATE ETF 593542 966518 VANGUARD SMALL CAP VALUE ETF 250874 411224 VANGUARD TOTAL STK MKT 154106 840449 VANGUARD VALUE 1355716 2658010 WELLS FARGO & CO 70618 210720 XLEM INC 4915 191433 BLACKROCK STRATEGIC INCOME OPP 187500 179031 GOLDMAN SACHS ABSOLUTE RETURN FUND 183292 193620 BLUE OWL CREDIT INCOME 300000 317238 BLACKSTONE REAL ESTATE INCOME TRUST INC 300000 278987 ANNUAL REPORT FEE 80 80 INVESTMENT FEES 114173 114173 GRANT MAKING FEES 52303 52303 DEPOSIT TIMING ISSUES/BASIS ADJ 14931 FOREIGN TAXES PAID 7811 7811 EXCISE TAX 15065