2020-04-29T12:14:19-07:00 2019-12-31 W Rodger Marsh CPA 11011 King Street Suite 240 Overland Park KS 66210 990PF 2019-01-01 331020940 SARLI FAMILY FOUNDATION SARL 9133625856 44 COVENTRY COURT PRAIRIE VILLAGE KS 66208 W RODGER MARSH JR SECRETARY/TREASURER 9133625856 2020-04-29 true W Rodger Marsh JR P01241272 9134696500 X 2019 2022-09-23 18:48:47Z X 31489456 X X 931436 931436 125689 1745244 125689 0 27505 27505 1084630 1084630 18000 18000 0 4800 4800 0 23793 8992 0 0 0 137705 93127 0 44578 184298 102119 0 67378 1675000 1675000 1859298 102119 0 1742378 -774668 982511 0 1050068 799592 799592 0 0 15270488 14743861 25576772 4755677 4756937 4700010 0 406543 406482 413082 0 0 0 0 21482776 20706872 31489456 0 0 0 0 0 X 21482776 20706872 21482776 20706872 21482776 20706872 21482776 -774668 11723 20719831 12959 20706872 GOLDMAN SACHS GROUP INC P 2017-10-25 2019-11-13 250000 0 250765 -765 0 0 0 -765 ISHARES MSCI EAFE SMALL CAP ETF P 2017-02-16 2019-07-08 224723 0 207301 17422 0 0 0 17422 ISHARES MSCI EAFE SMALL CAP ETF P 2016-06-21 2019-09-20 178603 0 159345 19258 0 0 0 19258 ISHARES MSCI EAFE SMALL CAP ETF P 2017-02-16 2019-09-20 23046 0 21262 1784 0 0 0 1784 JP MORGAN CHASE & CO P 2017-10-25 2019-01-28 250000 0 251663 -1663 0 0 0 -1663 ETRACS ALERIANMLP INFRA P 2016-01-12 2019-09-20 15025 0 15547 -522 0 0 0 -522 VANGUARD FTSE DEVELOPED MARKETS ETF P 2013-02-25 2019-07-08 30226 0 26502 3724 0 0 0 3724 VANGUARD FTSE DEVELOPED MARKETS ETF P 2016-06-21 2019-07-08 190738 0 166917 23821 0 0 0 23821 VANGUARD FTSE DEVELOPED MARKETS ETF P 2017-02-16 2019-07-08 207206 0 191892 15314 0 0 0 15314 VANGUARD FTSE DEVELOPED MARKETS ETF P 2016-06-21 2019-09-20 375677 0 328361 47316 0 0 0 47316 125689 false 1560205 29527171 0.052840 1546246 28937536 0.053434 1553077 27073835 0.057365 1546829 28442742 0.054384 1366919 28869141 0.047349 0.265372 0.053074 29597916 1570880 9825 1580705 1742378 X 9825 0 9825 0 9825 14000 14000 -14000 4175 4175 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 MELINDA WEHRLE 44 COVENTRY COURT PRAIRIE VILLAGE KS 66208 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 9812 MOHAWK LANE LEAWOOD KS 66206 DIRECTOR 2.00 18000 0 0 NONE 0 NONE 0 0 30048646 0 30048646 0 30048646 450730 29597916 1479896 1479896 9825 9825 1470071 1470071 1470071 1742378 1742378 9825 1732553 1470071 0 0 0 0 494383 494383 1742378 0 975688 766690 494383 494383 766690 0 0 0 0 0 766690 0 0 0 0 766690 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 CRITTENTON CHILDREN'S CENTER 10918 ELM AVENUE KANSAS CITY MO 64134 501C3 CHARITABLE 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 MIDWEST FOSTER CARE & ADOPTION 18600 E 37TH TERR BOX 11 INDEPENDENCE MO 64057 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 1675000 14 931436 14 27505 18 125689 1084630 1084630 false false false false false false false false false false W.R. MARSH, CPA TAX PREP 4800 4800 GOLDMAN SACHS GROUP INC 2017-10 Purchased 2019-11 250000 250765 -765 ISHARES MSCI EAFE SMALL-CAP ETF 2017-02 Purchased 2019-07 224723 207301 17422 ISHARES MSCI EAFE SMALL-CAP ETF 2016-06 Purchased 2019-09 178603 159345 19258 ISHARES MSCI EAFE SMALL-CAP ETF 2017-02 Purchased 2019-09 23046 21262 1784 JP MORGAN CHASE & CO 2017-10 Purchased 2019-01 250000 251663 -1663 ETRACS ALERIAN MLP INFRA 2016-01 Purchased 2019-09 15025 15547 -522 VANGUARD FTSE DEVELOPED MARKETS 2013-02 Purchased 2019-07 30226 26502 3724 VANGUARD FTSE DEVELOPED MARKETS 2016-06 Purchased 2019-07 190738 166917 23821 VANGUARD FTSE DEVELOPED MARKETS 2017-02 Purchased 2019-07 207206 191892 15314 VANGUARD FTSE DEVELOPED MARKETS 2016-06 Purchased 2019-09 375677 328361 47316 SEE ATTACHED 4756937 4700010 SEE ATTACHED 14743861 25576772 SEE ATTACHED 406482 413082 2019 DIVIDEND INCOME POSTED TO PORTFOLIO IN 2020 10176 OTHER TIMING DIFFERENCES 2783 ANNUAL REPORT FEE 20 0 0 20 INVESTMENT FEES 93127 93127 0 0 GRANT MAKING FEES 44558 0 0 44558 ETRACS ALERIAN MLP 27505 27505 NET 2018 ACTIVITY POSTED 2019 11723 FOREIGN TAXES PAID 8992 8992 0 0 EXCISE TAX 14801 0 0 0