2021-03-18T08:54:18-07:00 2020-12-31 260852635 KEN M EPSTEIN CPA 12550 STONE HILL ROAD GUTHRIE OK 73044 990PF 2020-01-01 800010623 THE LEVER FAMILY FOUNDATION LEVE 7149642635 17412 VENTURA BLVD 212 ENCINO CA 91316 ERIC LEVER Chairman 2021-03-18 true ERIC LEVER 999009999 Ken Epstein P00013753 8189686870 X 3 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 0 X 12500 X 5626 43912 5626 11511 29637 5626 2250 35 3537 5822 0 0 22500 22500 28322 0 22500 1315 5626 71005 36035 349244 385529 420249 421564 0 0 X 420249 420249 421564 420249 421564 420249 1315 421564 421564 41 CONCHO RES INC P 2019-12-17 2020-04-09 2040 3332 -1292 -1292 5.6 VONTIER CORP P 2020-04-09 2020-11-05 162 126 36 36 37 ACTIVISION BLIZZARD INC P 2015-10-30 2020-04-09 2239 1369 870 870 1 AMAZON COM INC P 2011-03-01 2020-07-16 3019 170 2849 2849 45 AMERICAN INTL GRP P 2015-10-30 2020-04-09 1179 2847 -1668 -1668 3 AMERICAN TOWER CORP P 2012-07-13 2020-04-09 769 216 553 553 20 AMERICAN WATER WKS P 2011-03-01 2020-04-09 2581 550 2031 2031 52 BAKER HUGHES CO P 2018-11-29 2020-04-09 634 1203 -569 -569 19 BOEING CO P 2016-01-27 2020-04-23 2662 2226 436 436 70 CISCO SYS P 2018-02-15 2020-11-12 2734 3090 -356 -356 29 GILEAD SCIENCES P 2016-08-19 2020-04-09 2130 2169 -39 -39 38 HESS CORP P 2017-08-03 2020-04-09 1478 1670 -192 -192 48 INTEL CORP P 2019-02-13 2020-11-12 2147 2440 -293 -293 4 JP MORGAN CHASE P 2011-04-26 2020-04-09 405 181 224 224 13 LAUDER ESTEE CO P 2015-05-13 2020-04-09 2135 1138 997 997 34 M&T BK CORP P 2015-05-13 2020-04-09 3794 4142 -348 -348 5 NIKE INC P 2011-08-29 2020-04-09 430 218 212 212 58 PFIZER INC P 2012-10-22 2020-04-09 2055 1481 574 574 61 SCHWAB CHARLES CORP P 2016-08-19 2020-04-09 2212 1864 348 348 1 SHERWIN WILLIAMS P 2017-02-23 2020-04-09 501 311 190 190 70 SYNCHRONY FINANCIAL P 2015-05-13 2020-04-09 1223 1907 -684 -684 10 3M CO P 2012-02-29 2020-04-09 1477 877 600 600 23.6 VONTIER CORP P 2015-10-30 2020-11-05 682 443 239 239 12 ALLERGAN PLC P 2016-12-06 2020-04-09 2183 2690 -507 -507 14 JP MORGAN CHASE P 2008-05-15 2020-04-09 1416 653 763 763 11 3M CO P 2010-10-05 2020-04-09 1625 973 652 652 5626 -1256 78 78 78 78 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 4506 0 0 0 0 0 0 0 0 0 78 78 78 78 0 22500 22500 22500 0 74300 81925 66400 62300 77150 362075 22500 0 22500 384575 0 74300 310275 81925 66400 62300 77150 22500 ERIC LEVER X JEWISH FEDERATION & FAMILY SVCS OF OC 1 FEDERATION WAY SUITE 210 IRVINE CA 92603 NONE PROGRAM SUPPORT 250 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 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 500 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 250 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 22500 14 11511 5626 11511 5626 17137 false false false false false false false false false false ACCOUNTING 2250 0 0 0 WHITTIER TRUST COMPANY PHILANTROPIC SERVICES AND INVESTMENT MANAGEMENT FEDERAL EXCISE TAX REFUND -969 MANAGEMENT FEES 4506 Other Investment Income 11511 FRANCHISE TAX BOARD 10 REGISTRY OF CHARITABLE TRUSTS 25