THE LEVER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE LEVER FAMILY FOUNDATION (EIN 80-0010623)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-12-24
- IRS object ID
- 202030079349100658
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Other Expenses Schedule
- Other Income Schedule2
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-24T12:13:25-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260852635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEN M EPSTEIN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4430 | AddressLine1Txt |
| City | West Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800010623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEVER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEVE | BusinessNameControlTxt |
| Phone | 8187890832 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17350 MARGATE STREET | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91316 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD LEVER | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2019-12-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ken Epstein | PreparerPersonNm |
| PTIN | P00013753 | PTIN |
| Phone | 8186103600 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Net Gain Sale Ast Rev And Expnss | $44,653 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $126,737 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,653 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $824 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $7,323 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $58,976 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,653 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $824 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,524 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $6,024 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,324 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,348 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,653 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $824 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,522 | CashBOYAmt |
| Cash EOY | $28,988 | CashEOYAmt |
| Corporate Stock BOY | $297,082 | CorporateStockBOYAmt |
| Corporate Stock EOY | $290,268 | CorporateStockEOYAmt |
| Total Assets BOY | $328,604 | TotalAssetsBOYAmt |
| Total Assets EOY | $319,256 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $328,604 | UnrestrictedBOYAmt |
| Unrestricted EOY | $319,256 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $328,604 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $319,256 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $328,604 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $319,256 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $328,604 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,348 | ExcessRevenueOverExpensesAmt |
| Subtotal | $319,256 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $319,256 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (78 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25 APPLE COMPUTER INC | P | 2015-08-27 | 2018-05-09 | $4,675 | $2,801 | $1,874 | $1,874 |
| 25 CHEVRON CORP | P | 2015-08-27 | 2018-05-09 | $3,212 | $1,916 | $1,296 | $1,296 |
| 50 NIKE INC | P | 2015-08-27 | 2018-05-09 | $3,397 | $2,796 | $601 | $601 |
| 25 VISA INC | P | 2015-08-27 | 2018-05-09 | $3,263 | $1,798 | $1,465 | $1,465 |
| 25 BOEING | P | 2003-08-12 | 2018-05-09 | $8,600 | $841 | $7,759 | $7,759 |
| 25 DISNEY WALT | P | 2003-08-12 | 2018-05-09 | $2,499 | $551 | $1,948 | $1,948 |
| 25 GENERAL ELECTRIC | P | 2003-08-12 | 2018-05-09 | $365 | $707 | -$342 | -$342 |
| 25 J.P.MORGAN | P | 2003-08-12 | 2018-05-09 | $2,831 | $847 | $1,984 | $1,984 |
| 25 JOHNSON & JOHNSON | P | 2003-08-12 | 2018-05-09 | $3,085 | $1,275 | $1,810 | $1,810 |
| 25 MICROSOFT CORP | P | 2003-11-18 | 2018-05-09 | $2,418 | $633 | $1,785 | $1,785 |
| 25 PFIZER INC | P | 2005-02-25 | 2018-05-09 | $878 | $670 | $208 | $208 |
| 256 SPDR MSCI ACWI | P | 2008-04-11 | 2018-05-09 | $10,022 | $9,827 | $195 | $195 |
| 25 3M CO | P | 2003-08-12 | 2018-05-09 | $5,080 | $1,785 | $3,295 | $3,295 |
| 6 ANTHEM INC | P | 2017-11-06 | 2018-10-02 | $1,660 | $1,307 | $353 | $353 |
| 79 APACHE CORP | P | 2017-09-08 | 2018-08-29 | $3,460 | $3,120 | $340 | $340 |
| 15 CISCO SYS | P | 2018-03-09 | 2018-10-02 | $733 | $683 | $50 | $50 |
| 6 FACEBOOK INC | P | 2017-11-06 | 2018-10-02 | $957 | $1,076 | -$119 | -$119 |
| 13 FORTIVE CORP | P | 2018-02-15 | 2018-10-02 | $1,089 | $974 | $115 | $115 |
| 25 LKQ CORP | P | 2017-11-06 | 2018-12-12 | $718 | $856 | -$138 | -$138 |
| 17 LAM RESEARCH CORP | P | 2017-11-06 | 2018-11-29 | $2,594 | $3,369 | -$775 | -$775 |
| 1 NVIDIA CORP | P | 2018-08-15 | 2018-10-02 | $286 | $259 | $27 | $27 |
| 3 PIONEER NAT RES CO | P | 2018-08-29 | 2018-10-02 | $535 | $528 | $7 | $7 |
| 4 SPDR SERIES TRUST | P | 2018-04-05 | 2018-10-02 | $371 | $342 | $29 | $29 |
| 5 SCHLUMBERGER LTD | P | 2017-11-06 | 2018-10-02 | $309 | $326 | -$17 | -$17 |
| 1 THERMO FISCHER SCIENTIFIC | P | 2018-04-05 | 2018-10-02 | $248 | $211 | $37 | $37 |
| 7 DELPHI TECHNOLOGIES | P | 2017-11-06 | 2018-05-02 | $331 | $345 | -$14 | -$14 |
| 4 APTIV PLC | P | 2017-11-06 | 2018-10-02 | $339 | $323 | $16 | $16 |
| 14 AT&T INC | P | 2016-08-19 | 2018-10-02 | $575 | $474 | $101 | $101 |
| 1 ABBOTT LABS COM | P | 2011-04-26 | 2018-10-02 | $74 | $25 | $49 | $49 |
| 6 ACTIVISION BLIZZARD INC | P | 2015-10-30 | 2018-10-02 | $499 | $208 | $291 | $291 |
| 2 ALPHBET INC | P | 2015-10-30 | 2018-10-02 | $2,397 | $1,424 | $973 | $973 |
| 2 AMAZON COM | P | 2011-03-01 | 2018-10-02 | $3,947 | $340 | $3,607 | $3,607 |
| 10 AMERICAN INTL GROUP | P | 2015-10-30 | 2018-10-02 | $530 | $633 | -$103 | -$103 |
| 4 AMERICAN TOWER CORP | P | 2012-07-13 | 2018-10-02 | $578 | $288 | $290 | $290 |
| 13 AMERICAN WATER WKS | P | 2011-03-01 | 2018-10-02 | $1,148 | $506 | $642 | $642 |
| 5 AMPHENOL CORP | P | 2017-09-13 | 2018-10-02 | $470 | $409 | $61 | $61 |
| 6 BERKSHIRE HATHAWAY CL B | P | 2014-04-02 | 2018-10-02 | $1,289 | $747 | $542 | $542 |
| 1 BLACKROCK INC | P | 2013-02-01 | 2018-10-02 | $476 | $237 | $239 | $239 |
| 4 BOEING | P | 2016-01-27 | 2018-10-02 | $1,545 | $469 | $1,076 | $1,076 |
| 55 BRITISH AMERN TOB | P | 2017-07-25 | 2018-10-02 | $2,060 | $3,701 | -$1,641 | -$1,641 |
| 10 BROADCOM INC | P | 2017-02-23 | 2018-08-15 | $2,063 | $2,105 | -$42 | -$42 |
| 10 CVS CORP | P | 2015-05-13 | 2018-10-02 | $794 | $979 | -$185 | -$185 |
| 5 DANAHER CORP | P | 2015-10-30 | 2018-10-02 | $545 | $357 | $188 | $188 |
| 8 DISNEY WALT | P | 2017-03-01 | 2018-10-02 | $936 | $890 | $46 | $46 |
| 10.3 GARRETT MOTION | P | 2012-08-08 | 2018-11-08 | $77 | $33 | $44 | $44 |
| 78 GENERAL ELECTRIC | P | 2015-05-13 | 2018-02-15 | $1,155 | $2,117 | -$962 | -$962 |
| 6 GILEAD SCIENCES | P | 2016-08-19 | 2018-10-02 | $471 | $486 | -$15 | -$15 |
| 8 HESS CORP | P | 2017-08-03 | 2018-10-02 | $590 | $343 | $247 | $247 |
| 9 HONEYWELL INTL | P | 2012-08-08 | 2018-10-02 | $1,495 | $793 | $702 | $702 |
| 7 JOHNSON & JOHNSON | P | 2011-08-29 | 2018-10-02 | $982 | $576 | $406 | $406 |
| 16 KINDER MORGAN | P | 2015-12-01 | 2018-10-02 | $289 | $354 | -$65 | -$65 |
| 51 LKQ CORP | P | 2017-11-06 | 2018-12-12 | $1,321 | $1,928 | -$607 | -$607 |
| 4 LAM RESEARCH CORP | P | 2017-11-06 | 2018-11-29 | $612 | $822 | -$210 | -$210 |
| 5 LAUDER ESTEE COS | P | 2015-05-13 | 2018-10-02 | $722 | $438 | $284 | $284 |
| 7 M & T BK CORP | P | 2015-05-13 | 2018-10-02 | $1,150 | $853 | $297 | $297 |
| 18 MICROSOFT CORP | P | 2016-08-19 | 2018-10-02 | $2,072 | $1,038 | $1,034 | $1,034 |
| 16 MONDELEZ INTL | P | 2012-07-13 | 2018-10-02 | $691 | $409 | $282 | $282 |
| 20 NIKE INC | P | 2017-02-23 | 2018-10-02 | $1,662 | $1,160 | $502 | $502 |
| 7 PEPSICO INC | P | 2015-05-13 | 2018-10-02 | $761 | $733 | $28 | $28 |
| 66 PFIZER INC | P | 2012-10-22 | 2018-10-02 | $2,466 | $1,809 | $657 | $657 |
| 0.335 RESIDEO TECH | P | 2012-08-08 | 2018-12-17 | $7 | $3 | $4 | $4 |
| 25 SCHLUMBERGER LTD | P | 2017-11-06 | 2018-11-29 | $1,146 | $1,632 | -$486 | -$486 |
| 14 SCHWAB CHARLES | P | 2016-08-19 | 2018-10-02 | $696 | $428 | $268 | $268 |
| 3 SHERWIN WILLIAMS | P | 2017-02-23 | 2018-10-02 | $1,361 | $933 | $428 | $428 |
| 20 SYNCHRONY FINL | P | 2017-02-23 | 2018-10-02 | $628 | $733 | -$105 | -$105 |
| 10 TJX COS | P | 2015-05-13 | 2018-10-02 | $1,109 | $740 | $369 | $369 |
| 2 3M CO | P | 2016-02-19 | 2018-10-02 | $430 | $313 | $117 | $117 |
| 5 VALERO ENERGY | P | 2015-05-13 | 2018-10-02 | $576 | $291 | $285 | $285 |
| 16 VISA INC | P | 2012-12-26 | 2018-10-02 | $2,396 | $599 | $1,797 | $1,797 |
| 2 ALLERGAN PLC | P | 2017-02-23 | 2018-10-02 | $387 | $496 | -$109 | -$109 |
| 30 NXP SEMICONDUCTORS | P | 2015-05-13 | 2018-10-02 | $2,497 | $3,010 | -$513 | -$513 |
| 10 ABBOTT LABS COM | P | 2007-03-16 | 2018-10-02 | $736 | $255 | $481 | $481 |
| 13 APPLE COMPUTER INC | P | 2009-04-23 | 2018-10-02 | $2,778 | $233 | $2,545 | $2,545 |
| 7 CHEVRON CORP | P | 2007-03-16 | 2018-10-02 | $874 | $477 | $397 | $397 |
| 21 J.P.MORGAN | P | 2008-01-31 | 2018-10-02 | $2,391 | $990 | $1,401 | $1,401 |
| 12 MCKESSON CORP | P | 2009-04-23 | 2018-04-05 | $1,713 | $422 | $1,291 | $1,291 |
| 112 ORACLE CORP | P | 2008-01-31 | 2018-02-15 | $5,541 | $2,237 | $3,304 | $3,304 |
| 5 3M CO | P | 2010-10-05 | 2018-10-02 | $1,074 | $442 | $632 | $632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,653 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $824 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $893 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $893 | SubtotalAmt |
| Tax Based On Investment Income | $893 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $923 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264415188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE SUITE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| RONALD LEVER | ||||||
| 17350 MARGATE STREET | ENCINO | CA | 91316 | Chairman | 10.00 | $0 |
| DOREEN LEVER DEC'D | ||||||
| 17350 MARGATE STREET | ENCINO | CA | 91316 | Chairman | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 FAIR OAKS AVENUE SUITE 360 | AddressLine1Txt |
| City | SOUTH PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | SEE ATTACHED | ServiceTypeTxt |
| Compensation | $4,524 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $893 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $893 | TotalTaxAmt |
| Distributable Before Adj | $893 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $893 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,300 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $62,300 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $62,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $58,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $73,257 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $74,300 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $81,925 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,400 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $353,882 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,300 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $62,300 | RemainingDistriFromCorpusAmt |
| Total Corpus | $416,182 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $58,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $358,182 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $73,257 | ExcessFromYear4Amt |
| Excess From Year3 | $74,300 | ExcessFromYear3Amt |
| Excess From Year2 | $81,925 | ExcessFromYear2Amt |
| Excess From Year1 | $66,400 | ExcessFromYear1Amt |
| Excess From Current Year | $62,300 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD LEVER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 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 | $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 | $25,000 |
| UCLA FOUNDATION | ||||||
| PO BOX 24044 | LOS ANGELES | CA | 90024 | NONE | PROGRAM SUPPORT | $3,500 |
| MARCH OF DIMES | ||||||
| PO BOX 514419 | LOS ANGELES | CA | 90051 | NONE | PROGRAM SUPPORT | $250 |
| 49ER FOUNDATION | ||||||
| 6300 EAST STATE UNIVERSITY STE 332 | LONG BEACH | CA | 90815 | NONE | DEANS SCHOLARSHIP | $500 |
| CHEDER MENACHEM | ||||||
| 1606 SOUTH LA CIENEGA BLVD | LOS ANGELES | CA | 90035 | NONE | GENERAL SUPPORT | $25,000 |
| 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 | $2,500 |
| VALLEY BETH SHALOM | ||||||
| 15739 VENTURA BLVD | ENCINO | CA | 91436 | NONE | PROGRAM SUPPORT | $1,800 |
| 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 | $50 |
| OC RESCUE MISSION | ||||||
| 1 HOPE DRIVE | TUSTIN | CA | 92782 | NONE | PROGRAM SUPPORT | $50 |
| CHABAD OF CALIFORNIA | ||||||
| 741 GAYLEY AVE | LOS ANGELES | CA | 90024 | NONE | PROGRAM SUPPORT | $250 |
| AMERICAN HEART ASSOCIATION | ||||||
| 10930 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PROGRAM SUPPORT | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,323 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $44,653 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,323 | ExclusionAmt |
| Related Or Exempt Function Incm | $44,653 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,976 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITTIER TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PHILANTROPIC SERVICES AND INVESTMENT MANAGEMENT | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $4,524 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $7,323 | RevenueAndExpensesPerBooksAmt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ONE OF THE OFFICERS, DOREEN LEVER PASSED AWAY ON MARCH 30, 2019. THIS DELAYED THE ABILITY TO PREPARE THE PROPER DOCUMENTATION FOR THE RETURN | ExplanationTxt |