2019-07-09T08:57:42-05:00 2018-12-31 133218161 LOEB BLOCK & PARTNERS LLP 505 PARK AVENUE NEW YORK NY 10022 990PF 2018-01-01 134222089 THE SHAU-WAI & MARIE LAM FAMILY FOUNDATION SHAU 7327708288 81 HOBART AVENUE SUMMIT NJ 07901 SHAU-WAI LAM PRESIDENT 7327708288 2019-07-09 1 JONATHAN LEE P01299050 2127555510 38.94.158.178 2019-07-09 08:57:38 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5877075E0EACEE559274D0FD346FE543334AB1F0 2018 2019-02-21 02:37:17Z X 2582129 X 105880 X 251 251 251 28958 28958 28958 58483 360446 58483 193572 87692 29209 0 0 0 0 2275 0 0 0 7798 0 0 0 30 0 0 0 1022 0 0 0 6982 5282 0 0 18107 5282 0 0 200683 200683 218790 5282 0 200683 -25218 82410 29209 21338 151111 151111 21293 24514 24514 1212180 1051371 1082504 581055 581055 1324000 1835866 1808051 2582129 0 0 X 0 0 0 0 1835866 1808051 1835866 1808051 1835866 1808051 1835866 -25218 0 1810648 2597 1808051 3 SHS ISHARES TR RUSSELL 2000 ETF P 2017-03-21 2018-01-26 478 407 71 71 71 SHS ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF P 2018-02-01 2018-08-15 7689 8075 -386 -386 44 SHS ISHARES TR SHORT-TERM CORP BD ETF P 2018-08-02 2018-08-15 2286 2277 9 9 56 SHS SPDR SER TR BLOOMBERG BARCLAYS HIGH YIELD BD ETF P 2017-06-12 2018-02-01 2045 2071 -26 -26 483 SHS TR RUSSELL 1000 VALUE ETF P 2015-09-17 2018-08-15 60037 47038 12999 12999 610 SHS ISHARES TR RUSSELL 1000 GROWTH ETF P 2015-09-17 2018-08-15 89187 59851 29336 29336 103 SHS ISHARES TR RUSSELL 2000 ETF P 2017-03-21 2018-08-15 16725 13946 2779 2779 422 SHS SPDR SER TR BLOOMBERG BARCLAYS HIGH YIELD BD ETF P 2015-12-07 2018-02-01 15413 14691 722 722 83 SHS VANGUARD BD INDEX FD S VNAGUARD TOTAL BD MARKET ETF P 2015-06-16 2018-04-02 6612 6747 -135 -135 63 SHS VANGUARD BD INDEX FD S VANGUARD TOTAL BD MARKET ETF P 2015-12-07 2018-05-11 4970 4970 0 0 199 SHS VANGUARD BD INDEX FD S VANGUARD TOTAL BD MARKET ETF P 2015-12-07 2018-08-15 15771 15800 -29 -29 1472 SHS VANGUARD FTSE DEVELOPED MARKETS ETF P 2015-06-16 2018-08-15 66350 59748 6602 6602 305 SHS VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF P 2015-12-07 2018-02-01 16470 16356 114 114 126 SHS VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF P 2016-04-12 2018-08-15 6887 6862 25 25 1050 SHS VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF P 2015-06-16 2018-08-15 49494 43124 6370 6370 CAPITAL GAINS DIVIDENDS P 32 32 32 58483 -332 0 193194 1443556 0.133832 290750 1450570 0.200438 139766 1726837 0.080938 99675 148779 0.669953 105300 138371 0.760998 1.846159 0.369232 1357093 501082 824 501906 200683 1648 0 1648 0 1648 30 1900 0 1930 67 215 215 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 0 0 0 1 N/A SHAU-WAI LAM 7327708288 81 HOBART AVENUE SUMMIT NJ 07901 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHAU-WAI LAM 81 HOBART STREET SUMMIT NJ 07901 CHAIRMN-ASRQ 0.00 0 0 0 MARIE WEI-WUN LAM 81 HOBART STREET SUMMIT NJ 07901 TRSR-ASRQ 0.00 0 0 0 JEFFREY WACKSMAN C/O LOEB BLOCK PARTNERS LL NEW YORK NY 10022 SEC'Y-ASRQ 0.00 0 0 0 NONE 0 NONE 0 0 1290717 87042 0 1377759 0 0 1377759 20666 1357093 67855 67855 1648 1648 66207 0 66207 0 66207 200683 0 200683 0 200683 66207 0 0 98870 92326 53962 218811 122653 586622 200683 0 0 0 66207 134476 0 0 721098 0 0 0 0 0 0 98870 622228 92326 53962 218811 122653 134476 X WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 NONE PC EDUCATIONAL 500 WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON DC 20037 NONE PC CONSERVATION OF NATURE 26 WLIW-PBS TV 825 EIGHTH AVENUE NEW YORK NY 10019 NONE PC EDUCATIONAL 100 VIETNAM VETERANS MEMORIAL FUND 1235 SOUTH CLARK STREET SUITE 910 ARLINGTON VA 22202 NONE PC HONOR AND PRESERVATION OF HISTORY 12 USA FOR UNHCR 1310 L ST NW STE 450 WASHINGTON DC 20005 NONE PC HUMANITARIAN EFFORTS 100 TOYS FOR TOTS 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 221721776 NONE PC GENERAL 25 THE METROPOLITAN MUSEUM OF ART 1000 FIFTH AVENUE NEW YORK NY 10028 NONE PC GENERAL 10000 SUMMIT POLICE BENEVOLENT ASSOC P O BOX 552 SUMMIT NJ 07902 NONE PC GENERAL 100 SUMMIT MEDICAL GROUP FOUNDATION 1 DIAMOND HILL ROAD BERKELEY HEIGHTS NJ 07922 NONE PC HEALTH SERVICES 1000 SUMMIT FIREMEN BENEVOLENT ASSOCIATION 396 BROAD STREET SUMMIT NJ 07901 NONE PC GENERAL 50 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PC HEALTH SERVICES 15 SI-YO MUSIC SOCIETY FOUNDATION 275 WEST 96TH ST 24E NEW YORK NY 10025 NONE PC EDUCATIONAL 10370 SINO MONTHLYLITERARY AWARD FUND 18 SHEPPARD PLACE EDISON NJ 08817 NONE PC EDUCATIONAL 1000 PURDUE UNIVERSITY 403 W WOOD STREET WEST LAFAYETTE IN 47907 NONE PC EDUCATIONAL 50000 POST 21 CLUB PO BOX 221 TENAFLY NJ 07670 NONE PC HEALTH SERVICES 1000 PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 NONE PC HEALTH SERVICES 500 ORG CHINESE IN AMERICA - 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