2019-04-16T13:13:57-07:00 2018-12-31 W Rodger Marsh CPA 11011 King Street Suite 240 Overland Park KS 66210 990PF 2018-01-01 331020940 SARLI FAMILY FOUNDATION SARL 9133625856 44 COVENTRY COURT PRAIRIE VILLAGE KS 66208 W RODGER MARSH JR SECRETARY/TREASURER 9133625856 2019-04-16 true W Rodger Marsh JR P01241272 9134696500 X 108.203.82.182 2019-04-16 13:12:40 PD P D1EBF5518889E187CDB5316A3D093E2CDEACEF9E D1EBF5518889E187CDB5316A3D093E2CDEACEF9E 2018 2019-02-21 02:37:17Z X 27373007 X X 1026220 1026220 529348 2261995 529348 0 29739 29739 1585307 1585307 0 4600 4600 0 22793 10497 0 140098 94692 45406 167491 105189 50006 1525000 1525000 1692491 105189 1575006 -107184 1480118 1289528 1050068 1050068 0 0 15185714 15270488 21411389 4833230 4755677 4519700 0 300000 406543 391850 0 0 0 0 21608472 21482776 27373007 0 0 0 0 0 X 21608472 21482776 21608472 21482776 21608472 21482776 21608472 -107184 8003 21509291 26515 21482776 U.S. TRUST - SEE ATTACHED P 2017-01-01 2018-12-31 2261995 0 1732647 529348 0 0 0 529348 529348 false 1546246 28937536 0.053434 1553077 27073835 0.057365 1546829 28442742 0.054384 1366919 28869141 0.047349 850334 19762623 0.043027 0.255559 0.051112 29527171 1509193 14801 1523994 1575006 X 14801 0 14801 0 14801 17000 17000 -17000 2199 2199 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 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 29976823 0 29976823 0 29976823 449652 29527171 1476359 1476359 14801 14801 1461558 1461558 1461558 1575006 1575006 14801 1560205 1461558 0 0 0 0 380935 380935 1575006 0 1080623 494383 380935 380935 494383 0 0 0 0 0 494383 0 0 0 0 494383 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 125000 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 THE REHAB INSTITUTE OF 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 1525000 14 1026220 14 29739 18 529348 1585307 1585307 false false false false false false false false false false W.R. MARSH, CPA TAX PREP 4600 4600 SEE US TRUST ATTACHED Purchased 2261995 1732647 529348 SEE ATTACHED 4755677 4519700 SEE ATTACHED 15270488 21411389 SEE ATTACHED 406543 391850 2018 DIVIDEND INCOME POSTED TO PORTFOLIO IN 2019 11723 TAX COST BASIS ADJUSTMENTS BY BROKER 11677 OTHER TIMING DIFFERENCES 3115 ANNUAL REPORT FEE 40 40 INVESTMENT FEES 94652 94652 GRANT MAKING FEES 45406 45406 ETRACS ALERIAN MLP 29533 29533 CLASS ACTION SETTLEMENT 206 206 NET 2017 ACTIVITY POSTED 2018 8003 FOREIGN TAXES PAID 10497 10497 EXCISE TAX 12296