2022-11-10T11:49:49-08:00 2021-12-31 260852635 KEN M EPSTEIN CPA 12550 STONE HILL DRIVE Guthrie OK 73044 990PF 2021-01-01 800010623 THE LEVER FAMILY FOUNDATION LEVE 7149642635 17412 VENTURA BLVD 212 ENCINO CA 91316 ERIC LEVER Chairman 2022-11-10 true ERIC LEVER 999009999 Ken Epstein P00013753 8189686870 X 3 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 0 X 75000 X 6761 14147 6761 15789 97550 6761 2500 200 5629 8329 0 0 29250 29250 37579 0 29250 59971 6761 36035 80536 385529 400999 421564 481535 0 0 X 421564 481535 421564 481535 421564 481535 421564 59971 481535 481535 6 AMPH P 6 AMPHENOL CORP NEW CL A P 2017-09-13 2021-02-18 786 491 295 295 15 AT&T INC COM P 2016-08-19 2021-12-08 346 616 -270 -270 48 AT&T INC COM P 2016-02-19 2021-12-08 1108 1755 -647 -647 15 HONEYWELL INTL INC COM P 2012-08-08 2021-07-22 3491 845 2646 2646 12 MONDELEZ INTL INC CL A P 2012-07-13 2021-09-01 747 303 444 444 15 MONDELEZ INTL INC CL A P 2011-08-29 2021-09-01 934 329 605 605 5 ORGANON & CO COMMON STOCK P 2020-04-09 2021-06-10 152 189 -37 -37 5 PEPSICO INC COM P 2015-05-13 2021-09-01 789 481 308 308 4 PEPSICO INC COM P 2014-10-27 2021-09-01 631 378 253 253 12 PROCTER & GAMBLE CO COM P 2020-04-09 2021-09-01 1726 1399 327 327 8 VISA INC COM CL A P 2012-12-26 2021-10-06 1795 300 1495 1495 8 VISA INC COM CL A P 2012-12-26 2021-02-18 1642 300 1342 1342 6761 94 94 94 94 0 false false false false false false false true true CA true false false false false true NONE WHITTIER TRUST COMPANY 6264415188 625 FAIR OAKS AVENUE SUITE 360 SOUTH PASADENA CA 91030 false false false false false false false false false false false false false false false false false false false false false false ERIC LEVER 18356 SANTA STEPHANA CIRCLE FOUNTAIN VALLEY CA 92708 Chairman 5.00 0 NONE WHITTIER TRUST COMPANY 625 FAIR OAKS AVENUE SUITE 360 SOUTH PASADENA CA 91030 SEE ATTACHED 5629 0 0 0 0 0 0 0 0 0 94 94 94 94 0 29250 29250 0 81925 66400 62300 77150 22500 310275 29250 0 29250 339525 0 81925 257600 66400 62300 77150 22500 29250 ERIC LEVER X JEWISH FEDERATION & FAMILY SVCS OF OC 1 FEDERATION WAY SUITE 210 IRVINE CA 92603 NONE PROGRAM SUPPORT 500 DOCTORS WITHOUT BORDERS USA INC 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 NONE PROGRAM SUPPORT 500 STANFORD UNIVERSITYSCHOOL OF MEDICINE PO BOX 20466 STANFORD CA 94309 NONE PROGRAM SUPPORT 1000 COVENANT HOUSE CALIFORNIA 1325 N WESTERN AVENUE HOLLYWOOD CA 90027 NONE PROGRAM SUPPORT 500 UC BERKELEY 2080 ADDISON ST STE 4200 BERKELEY CA 94720 NONE PROGRAM SUPPORT 500 JEWISH EDUCATIONAL TRADE SCHOOL 16601 RINALDI STREET GRANADA HILLS CA 91344 NONE GENERAL PROGRAM SUPPORT 10000 MARCH OF DIMES PO BOX 514419 LOS ANGELES CA 90051 NONE PROGRAM SUPPORT 500 49ER FOUNDATION 6300 EAST STATE UNIVERSITY STE 332 LONG BEACH CA 90815 NONE DEANS SCHOLARSHIP 500 DISABLED AMERICAN VETERANS PO BOX 14301 CINCINNATI OH 45250 NONE PROGRAM SUPPORT 100 HABITAT FOR HUMANITY 121 HABITAT STREET AMERICUS GA 31709 NONE PROGRAM SUPPORT 1000 ST JUDE CHILDREN'S RESEARCH HOSPITA 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PROGRAM SUPPORT 1000 GUIDING EYES FOR THE BLIND 611 GRANITE SPRINGS ROAD YORKTOWN HEIGHTS NY 10598 NONE PROGRAM SUPPORT 100 CARE USA 13101 W WASHINGTON BLVD 133 LOS ANGELES CA 90066 NONE PROGRAM SUPPORT 250 LA MISSION 303 E 5TH ST LOS ANGELES CA 90013 NONE PROGRAM SUPPORT 100 OC RESCUE MISSION 1 HOPE DRIVE TUSTIN CA 92782 NONE PROGRAM SUPPORT 100 CHABAD OF CALIFORNIA 741 GAYLEY AVE LOS ANGELES CA 90024 NONE PROGRAM SUPPORT 250 SMILE TRIAN 633 THIRD AVENUE 9TH FLOOR NEW YORK NY 10017 NONE PROGRAM SUPPORT 250 ASPCA 1850 W 60TH ST LOS ANGELES CA 90047 NONE PROGRAM SUPPORT 100 FEEDING AMERICA 8014 MARINE WAY IRVINE CA 92618 NONE PROGRAM SUPPORT 1000 HONORBOUND FOUNDATION PO BOX 2465 DARIEN CT 06820 NONE PROGRAM SUPPORT 500 JEWISH FAMILY SERVICES 3580 WILSHIRE BLVD SUITE 700 LOS ANGELES CA 90010 NONE PROGRAM SUPPORT 5500 LEGAL AID FOUNDATION LOS ANGELES 601 PACIFIC AVE LONG BEACH CA 90802 NONE PROGRAM SUPPORT 500 LOS ANGELES REGIONAL FOOD BANK 1734 EAST 41ST STREET LOS ANGELES CA 90058 NONE PROGRAM SUPPORT 500 MEALS ON WHEELS 1200 N KNOLLWOOD CIR ANAHEIM CA 92801 NONE PROGRAM SUPPORT 500 SAVE THE CHILDREN FEDERATION 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 NONE PROGRAM SUPPORT 500 ST VINCENT MEALS ON WHEELS 2303 MIRAMAR STREET LOS ANGELES CA 90057 NONE PROGRAM SUPPORT 500 STEP UP ON SECOND 1328 SECOND STREET SANTA MONICA CA 90401 NONE PROGRAM SUPPORT 500 US VETS 800 W 6TH STREET SUITE 1505 LOS ANGELES CA 90017 NONE PROGRAM SUPPORT 1000 CORE 2901 OCEAN PARK BLVD 212 SANTA MONICA CA 90405 NONE PROGRAM SUPPORT 1000 29250 14 15789 6761 15789 6761 22550 false false false false false false false false false false ACCOUNTING 2500 0 0 0 WHITTIER TRUST COMPANY PHILANTROPIC SERVICES AND INVESTMENT MANAGEMENT MANAGEMENT FEES 5629 Other Investment Income 15789 FOREIGN TAXES PAID ON FOREIGN SOURCE INC 38 FRANCHISE TAX BOARD 59 REGISTRY OF CHARITABLE TRUSTS 25 US TREASURY 78