2020-06-04T09:08:36-07:00 2019-12-31 260852635 KEN M EPSTEIN CPA PO Box 4430 West Hills CA 91308 990PF 2019-01-01 800010623 THE LEVER FAMILY FOUNDATION LEVE 8187890832 17412 VENTURA BLVD 212 ENCINO CA 91316 ERIC LEVER Chairman 2020-06-04 true Ken Epstein P00013753 8189686870 X 2019 2022-09-23 18:48:47Z X 0 X 45000 X 2767 73896 2767 12516 60283 2767 2250 1854 4235 8339 0 0 77150 77150 85489 0 77150 -25206 2767 28988 44476 290268 249574 319256 294050 0 0 X 319256 319256 294050 319256 294050 319256 -25206 294050 294050 100 ISHARES S&P MIDCAP 400 P 2018-10-02 2019-05-13 18757 19882 -1125 -1125 60 ISHARES RUSSELL 2000 P 2018-10-02 2019-05-13 9108 9856 -748 -748 10 ISHARES RUSSELL 2000 P 2014-06-09 2019-05-13 1518 1169 349 349 25000 COLUMBUS-FRANKLIN COUNTY P 2011-07-20 2019-02-15 25000 25000 100 ISHRES MSCI EAFE INDEX P 2006-03-01 2019-05-13 6385 6306 79 79 20 ISHARES S&P MIDCAP 400 P 2008-12-09 2019-05-13 3751 1012 2739 2739 220 SPDR MSCI ACWI P 2009-10-20 2019-05-13 7768 6965 803 803 40 VANGUARD EMERGING MKT P 2008-12-09 2019-05-13 1609 939 670 670 2767 -1873 55 55 55 896 896 841 841 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 4235 0 0 0 0 0 0 0 0 0 55 55 55 55 0 77150 77150 77150 0 73257 74300 81925 66400 62300 358182 77150 0 77150 435332 0 73257 362075 74300 81925 66400 62300 77150 ERIC LEVER X JEWISH FEDERATION & FAMILY SVCS OF OC 1 FEDERATION WAY SUITE 210 IRVINE CA 92603 NONE PROGRAM SUPPORT 8500 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 500 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 50000 UCLA FOUNDATION PO BOX 24044 LOS ANGELES CA 90024 NONE PROGRAM SUPPORT 3500 MARCH OF DIMES PO BOX 514419 LOS ANGELES CA 90051 NONE PROGRAM SUPPORT 300 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 500 ST JUDE CHILDREN'S RESEARCH HOSPITA 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PROGRAM SUPPORT 100 GUIDING EYS FOR THE BLIND 611 GRANITE SPRINGS ROAD YORKTOWN HEIGHTS NY 10598 NONE PROGRAM SUPPORT 50 VALLEY BETH SHALOM 15739 VENTURA BLVD ENCINO CA 91436 NONE PROGRAM SUPPORT 10100 CARE USA 13101 W WASHINGTON BLVD 133 LOS ANGELES CA 90066 NONE PROGRAM SUPPORT 100 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 JEWISH FEDERATIONOF ORANGE COUNTY 1 FEDERATION WAY SUITE 210 IRVINE CA 92603 NONE PROGRAM SUPPORT 500 SMILE TRIAN 633 THIRD AVENUE 9TH FLOOR NEW YORK NY 10017 NONE PROGRAM SUPPORT 50 UNICEF 10351 SANTA MONICA BLVD STE 402 LOS ANGELES CA 90025 NONE PROGRAM SUPPORT 300 ALAMEDA HEALTH SYSTEM FOUNDATION 350 FRANK H OGAWA PLAZA SUITE 900 OAKLAND CA 94612 NONE PROGRAM SUPPORT 100 77150 14 12516 2767 12516 2767 15283 false false false false false false false false false false ACCOUNTING 2250 0 0 0 WHITTIER TRUST COMPANY PHILANTROPIC SERVICES AND INVESTMENT MANAGEMENT MANAGEMENT FEES 4235 Other Investment Income 12516 FEDERAL EXCISE TAXES 1819 FRANCHISE TAX BOARD 10 REGISTRY OF CHARITABLE TRUSTS 25