2019-12-24T12:13:25-08:00 2018-12-31 260852635 KEN M EPSTEIN CPA PO Box 4430 West Hills CA 91308 990PF 2018-01-01 800010623 THE LEVER FAMILY FOUNDATION LEVE 8187890832 17350 MARGATE STREET ENCINO CA 91316 RONALD LEVER Chairman 2019-12-24 true Ken Epstein P00013753 8186103600 X 2018 2020-11-06 18:47:13Z X 0 X 7000 X 44653 126737 44653 824 7323 58976 44653 824 1500 4524 6024 0 0 62300 62300 68324 0 62300 -9348 44653 824 31522 28988 297082 290268 328604 319256 0 0 X 328604 319256 328604 319256 328604 319256 328604 -9348 319256 319256 25 APPLE COMPUTER INC P 2015-08-27 2018-05-09 4675 2801 1874 1874 25 CHEVRON CORP P 2015-08-27 2018-05-09 3212 1916 1296 1296 50 NIKE INC P 2015-08-27 2018-05-09 3397 2796 601 601 25 VISA INC P 2015-08-27 2018-05-09 3263 1798 1465 1465 25 BOEING P 2003-08-12 2018-05-09 8600 841 7759 7759 25 DISNEY WALT P 2003-08-12 2018-05-09 2499 551 1948 1948 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 2831 847 1984 1984 25 JOHNSON & JOHNSON P 2003-08-12 2018-05-09 3085 1275 1810 1810 25 MICROSOFT CORP P 2003-11-18 2018-05-09 2418 633 1785 1785 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 10022 9827 195 195 25 3M CO P 2003-08-12 2018-05-09 5080 1785 3295 3295 6 ANTHEM INC P 2017-11-06 2018-10-02 1660 1307 353 353 79 APACHE CORP P 2017-09-08 2018-08-29 3460 3120 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 1076 -119 -119 13 FORTIVE CORP P 2018-02-15 2018-10-02 1089 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 2594 3369 -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 2397 1424 973 973 2 AMAZON COM P 2011-03-01 2018-10-02 3947 340 3607 3607 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 1148 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 1289 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 1545 469 1076 1076 55 BRITISH AMERN TOB P 2017-07-25 2018-10-02 2060 3701 -1641 -1641 10 BROADCOM INC P 2017-02-23 2018-08-15 2063 2105 -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 1155 2117 -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 1495 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 1321 1928 -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 1150 853 297 297 18 MICROSOFT CORP P 2016-08-19 2018-10-02 2072 1038 1034 1034 16 MONDELEZ INTL P 2012-07-13 2018-10-02 691 409 282 282 20 NIKE INC P 2017-02-23 2018-10-02 1662 1160 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 2466 1809 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 1146 1632 -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 1361 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 1109 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 2396 599 1797 1797 2 ALLERGAN PLC P 2017-02-23 2018-10-02 387 496 -109 -109 30 NXP SEMICONDUCTORS P 2015-05-13 2018-10-02 2497 3010 -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 2778 233 2545 2545 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 2391 990 1401 1401 12 MCKESSON CORP P 2009-04-23 2018-04-05 1713 422 1291 1291 112 ORACLE CORP P 2008-01-31 2018-02-15 5541 2237 3304 3304 5 3M CO P 2010-10-05 2018-10-02 1074 442 632 632 44653 824 893 893 893 X 30 923 false 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 false false false false false 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 NONE WHITTIER TRUST COMPANY 625 FAIR OAKS AVENUE SUITE 360 SOUTH PASADENA CA 91030 SEE ATTACHED 4524 0 0 0 0 0 0 0 0 0 893 893 893 893 0 62300 62300 62300 0 58000 73257 74300 81925 66400 353882 62300 0 62300 416182 0 58000 358182 73257 74300 81925 66400 62300 RONALD 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 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 25000 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 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 25000 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 2500 VALLEY BETH SHALOM 15739 VENTURA BLVD ENCINO CA 91436 NONE PROGRAM SUPPORT 1800 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 62300 14 7323 44653 7323 44653 51976 false false false false false false false false false false ACCOUNTING FEES 1500 0 0 0 WHITTIER TRUST COMPANY PHILANTROPIC SERVICES AND INVESTMENT MANAGEMENT MANAGEMENT FEES 4524 Other Investment Income 7323 ONE OF THE OFFICERS, DOREEN LEVER PASSED AWAY ON MARCH 30, 2019. THIS DELAYED THE ABILITY TO PREPARE THE PROPER DOCUMENTATION FOR THE RETURN