2018-08-13T13:43:24-07:00 2017-12-31 260852635 KEN M EPSTEIN CPA PO Box 4430 West Hills CA 91308 990PF 2017-01-01 800010623 THE LEVER FAMILY FOUNDATION LEVE 8187890832 17350 MARGATE STREET ENCINO CA 91316 RONALD LEVER Chairman 2018-08-13 true Ken M Epstein P00013753 8186103600 X 2017 2022-09-23 18:48:47Z X 0 X 4000 X 36477 110978 36477 10311 50788 36477 1125 4755 5880 0 0 66400 66400 72280 0 66400 -21492 36477 20250 31522 329846 297082 350096 328604 0 0 X 350096 328604 350096 328604 350096 328604 350096 -21492 328604 328604 92 ISHARES TR INTRM GOV P 2016-03-10 2017-01-19 10100 10197 -97 -97 64 VANGUARD SHRT TERM P 2016-08-04 2017-01-19 5076 5170 -94 -94 5 AMERICAN EXPRESS CO P 2003-08-12 2017-06-29 419 197 222 222 20 AMERICAN EXPRESS CO P 2003-11-18 2017-06-29 1677 782 895 895 25 CATERPILLAR INC P 2003-08-12 2017-06-29 2645 864 1781 1781 25 CISCO SYS INC P 2015-08-27 2017-06-29 786 649 137 137 25 COCA COLA INC P 2005-02-25 2017-06-29 1121 538 583 583 7 COTY INC P 2003-08-12 2017-06-29 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2017-11-06 551 635 -84 -84 27 VALERO ENERGY P 2015-05-13 2017-02-23 1810 1573 237 237 18 MCKESSON CORP P 2009-04-23 2017-02-23 2676 633 2043 2043 36477 -455 730 730 730 X 19 749 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 true 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 17350 MARGATE STREET ENCINO CA 91316 Chairman 10.00 0 NONE WHITTIER TRUST COMPANY 625 FAIR OAKS AVENUE SUITE 360 SOUTH PASADENA CA 91030 SEE ATTACHED 4755 0 0 0 0 0 0 0 0 0 730 730 730 730 0 66400 66400 66400 0 63000 58000 73257 74300 81925 350482 66400 0 66400 416882 0 63000 353882 58000 73257 74300 81925 66400 RONALD LEVER DOREEN 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 VALLEY BETH SHALOM 15739 VENTURA BLVD ENCINO CA 91436 NONE PROGRAM SUPPORT 5000 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 15000 DISABLED AMERICAN VETERANS PO BOX 14301 CINCINNATI OH 45250 NONE PROGRAM SUPPORT 125 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 125 THE JEWISH FEDERATION COUNCIL OF LA 6505 WILSHIRE BLVD STE 1000 LOS ANGELES CA 90048 NONE PROGRAM SUPPORT 6000 VALLEY BETH SHALOM 15739 VENTURA BLVD ENCINO CA 91436 NONE PROGRAM SUPPORT 900 VALLEY BETH SHALOM 15739 VENTURA BLVD ENCINO CA 91436 NONE PROGRAM SUPPORT 5000 VALLEY BETH SHALOM 15739 VENTURA BLVD ENCINO CA 91436 NONE PROGRAM SUPPORT 1000 VALLEY BETH SHALOM 15739 VENTURA BLVD ENCINO CA 91436 NONE PROGRAM SUPPORT 1000 66400 14 10311 36477 10311 36477 46788 false false false false false false false false false false TAX PREP 1125 0 0 0 WHITTIER TRUST COMPANY PHILANTROPIC SERVICES AND INVESTMENT MANAGEMENT MANAGEMENT FEES 4755 Other Investment Income 10311