2025-06-02T07:29:36+00:00 2024-12-31 346565596 ERNST & YOUNG US LLP 111 MONUMENT CIRCLE INDIANAPOLIS IN 462045100 990PF 2024-01-01 464332354 SLW Foundation Inc SLWF 3045527265 1287 OSPREY TRAIL NAPLES FL 34105 STEPHEN D WEHRLE PRES. / TREASURER 2025-06-02 true Jennifer D Rhoderick P00395735 3176817000 2025-06-02 2024 2025-03-06 01:10:19Z X 2409075 X 106160 1558 1558 61114 61114 189485 419677 189485 0 0 0 0 0 0 358317 252157 0 687 0 0 687 15500 7750 0 7750 0 0 0 0 2703 480 0 0 0 0 0 0 0 0 0 18890 8230 0 8437 115000 115000 133890 8230 0 123437 224427 243927 0 145810 10663 10663 0 0 0 0 0 0 0 0 0 0 0 0 141102 46381 49930 0 0 0 0 0 0 0 0 0 1393024 1741133 2348482 0 0 0 0 0 0 0 1679936 1798177 2409075 0 0 0 0 0 0 X 1679936 1798177 1679936 1798177 1679936 1798177 1679936 224427 0 1904363 106186 1798177 Publicly Traded Securities P 312512 230193 82319 0 82319 Publicly Traded Securities D 104337 104337 0 104337 Capital Gain Distributions 2829 2829 0 2829 189485 3391 0 3391 3391 0 0 3554 3554 X 163 0 0 false false false false false false false true true DE FL true false false false false true N/A STEPHEN D WEHRLE 3045527265 1287 OSPREY TRAIL NAPLES FL 34105 false false false false false false false false false false false false false false false false false false false false false STEPHEN D WEHRLE 1287 OSPREY TRAIL NAPLES FL 34105 PRESIDENT & TREASURER 1.000 0 0 0 LAURA S WEHRLE 1287 OSPREY TRAIL NAPLES FL 34105 VP & SECRETARY 1.000 0 0 0 LYNDSAY E WEHRLE 1287 OSPREY TRAIL NAPLES FL 34105 DIRECTOR 1.000 0 0 0 MICHAEL TANNER S WEHRLE 1287 OSPREY TRAIL NAPLES FL 34105 DIRECTOR 1.000 0 0 0 0 0 2197460 110552 0 2308012 0 2308012 34620 2273392 113670 113670 3391 3391 110279 110279 110279 123437 0 0 123437 110279 42 16275 15465 31782 123437 0 0 0 110279 13158 1842 1842 43098 0 0 0 -1842 0 0 43098 0 0 14475 15465 13158 STEPHEN D WEHRLE NA X UNITED WAY OF CENTRAL WV 1 UNITED WAY SQUARE CHARLESTON WV 25301 NONE PC FUND OPERATIONS 5000 KANAWHA HOSPICE CARE 1606 KANAWHA BLVD CHARLESTON WV 25387 NONE PC FUND OPERATIONS 15000 WEST VIRGINIA HEALTH RIGHT 1520 WASHINGTON ST E CHARLESTON WV 25301 NONE PC FUND OPERATIONS 15000 WILDLIFE CONSERVATION NETWORK 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 NONE PC FUND OPERATIONS 15000 MANNA MEAL 1105 QUARRIER STREET CHARLESTON WV 25301 NONE PC FUND OPERATIONS 10000 CHILDHOOD LANGUAGE DISORDERS CENTER 1313 QUARRIER STREET SUITE A CHARLESTON WV 25301 NONE PC FUND OPERATIONS 15000 CHILDREN'S HOME SOCIETY OF WEST VIRGINIA 1422 KANAWHA BOULVEARD EAST PO BOX 2942 CHARLESTON WV 25330 NONE PC FUND OPERATIONS 15000 NAPLES BOTANICAL GARDEN INC 4820 BAYSHORE DRIVE NAPLES FL 34112 NONE PC FUND OPERATIONS 10000 The Garden Club of America 14 EAST 60TH STREET 3rd floor New York NY 10022 None PC Fund Operations 15000 115000 0 14 1558 14 61114 18 189485 0 252157 0 252157 false false false false false false false false false false X X 1 STEPHEN D WEHRLE REVOCABLE TRUST 1287 OSPREY TRAIL Naples FL 34105 106160 X 1 SHARES OF MRC GLOBAL 106160 2024-12-17 Accounting Fees 15500 7750 7750 46381 49930 0 0 DOUBLELINE TOTAL RETURN BD FD AT COST 220487 199822 VANGUARD DIV GROWTH FD AT COST 0 0 VANGUARD DIVIDEND AT COST 174544 252229 VANGUARD TOTAL AT COST 104045 123199 VANGUARD TOTAL STOCK AT COST 287719 624658 SPDR S&P 500 GROWTH ETF AT COST 73960 158923 DFA US CORE EQTY 1 PORT AT COST 154048 267141 PIMCO ENHANCED SHRT AT COST 174867 177100 BAIRD AGGREGATE BOND INSTL AT COST 200000 196652 JPMORGAN ULTRA SHORT AT COST 151948 152118 GOLDMAN SACHS GQG PTNRS AT COST 99515 97477 JPMORGAN CORE PLUS BOND AT COST 100000 99163 Legal Fees 687 687 Contributed stock FMV and cost basis difference 106160 Dividends timing difference 26 IRS Tax Payment 2223 Foreign Taxes Paid 480 480