2013-06-03T13:50:12-05:00 2012-12-31 592831281 CALER DONTEN LEVINE ET AL PA 505 SOUTH FLAGLER DR 900 WEST PALM BEACH FL 334015948 990PF 2012-01-01 134033630 GLADYS & SY ZIV FOUNDATION INC GLAD 5618028960 C/O KOCHMAN ZISKA PLC 222 LAKEVIEW AV NO 1500 WEST PALM BEACH FL 33401 RONALD S KOCHMAN 5618028960 2013-05-28 1 JOEL H LEVINE P00085421 5618329292 2012 2016-02-24 21:20:13Z X 2306099 X 1116417 59434 59434 61413 676856 61413 1237264 120847 0 0 0 4664 2332 2332 1540 1243 0 1291 1291 0 7495 4866 2332 122400 122400 129895 4866 124732 1107369 115981 67653 108941 108941 67667 233916 224378 825238 1725070 1972780 960558 2067927 2306099 0 0 X 960558 960558 0 0 0 1107369 960558 2067927 960558 2067927 960558 1107369 0 2067927 0 2067927 WELLS FARGO 30 27 3 3 WELLS FARGO 406454 390528 15926 15926 WELLS FARGO 204936 170548 34388 34388 FNMA 05-65 TD REMIC MULTICLASS CMO 54340 54340 0 0 CAPITAL GAINS DIVIDENDS P 11096 11096 11096 61413 0 55000 672533 0.081780 79879 667369 0.119692 93721 673170 0.139223 121213 860789 0.140816 109356 1142428 0.095722 0.577233 0.115447 2243196 258970 1160 260130 124732 2320 0 2320 0 2320 0 6 2326 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A KOCHMAN ZISKA PLC 5618028960 222 LAKEVIEW AVE 1500 WEST PALM BEACH FL 33401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RONALD S KOCHMAN 222 LAKEVIEW AVE SUITE 1500 WEST PALM BEACH FL 33401 0.00 0 0 0 NONE 0 NONE 0 0 2053110 224246 0 2277356 0 0 2277356 34160 2243196 112160 112160 2320 2320 109840 0 109840 0 109840 124732 0 124732 0 124732 109840 0 0 53523 78748 60621 46753 22175 261820 124732 0 0 0 109840 14892 0 0 276712 0 0 0 0 0 0 53523 223189 78748 60621 46753 22175 14892 X BRIGHAM & WOMENS HOSPITAL 45 FRANCIS ST BOSTON MA 02115 NONE GENERAL PURPOSE 24800 PALM BEACH OPERA 415 S OLIVE AVE WEST PALM BEACH FL 33401 NONE GENERAL PURPOSE 24800 PIN DOWN BLADDER CANCER INC 410 PARK AVE SUITE 910 NEW YORK NY 10022 NONE GENERAL PURPOSE 5000 DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02215 NONE GENERAL PURPOSE 4500 PLANNED PARENTHOOD OF SOUTH FLORIDA 2300 N FLORIDA MANGO RD WEST PALM BEACH FL 33409 NONE GENERAL PURPOSE 3500 THE ZOOLOGICAL SOCIETY OF THE PALM BEACHES INC 1301 SUMMIT BLVD WEST PALM BEACH FL 33405 NONE GENERAL PURPOSE 9200 MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 NONE GENERAL PURPOSE 24800 BRANDEIS UNIVERSITY 415 SOUTH ST WALTHAM MA 02453 NONE GENERAL PURPOSE 24800 CROHN'S & COLITIS FOUNDATION PO BOX 1245 ALBERT LEA MN 56007 NONE GENERAL PURPOSE 1000 122400 0 14 59434 18 61413 0 120847 0 120847 0 0 0 0 0 0 0 0 0 0 X X 1 ZIV CHARTIABLE REMAINDER TRUST 222 LAKEVIEW AVE SUITE 1500 WEST PALM BEACH FL 33401 226592 X 2 ZIV CHARTIABLE REMAINDER TRUST 222 LAKEVIEW AVE SUITE 1500 WEST PALM BEACH FL 33401 887532 X 3 ZIV SEYMORE (DECD) IRA 222 LAKEVIEW AVE SUITE 1500 WEST PALM BEACH FL 33401 2000 X 4 ZIV SEYMORE (DECD) IRA 222 LAKEVIEW AVE SUITE 1500 WEST PALM BEACH FL 33401 293 X 2 STOCK 887532 2012-01-25 4 STOCK 293 2012-01-25 STOCKS, OPTIONS & ETFS 456460 611555 MUTUAL FUNDS 485491 573782 UNIT INVESTMENT TRUSTS 783119 787443 233916 224378 0 0 PROFESSIONAL FEES 4664 2332 2332 INVESTMENT EXPENSES 1291 1291 0 FEDERAL TAXES 297 0 0 FOREIGN TAX WITHHELD 1243 1243 0