2018-07-16T09:08:23-05:00 2017-12-31 133218161 LOEB BLOCK & PARTNERS LLP 505 PARK AVENUE NEW YORK NY 10022 990PF 2017-01-01 134222089 THE SHAU-WAI & MARIE LAM FAMILY FOUNDATION SHAU 7327708288 81 HOBART AVENUE SUMMIT NJ 07901 SHAU-WAI LAM PRESIDENT 7327708288 2018-07-16 1 MARTIN EISENBERG P00193683 2127555510 2017 2022-09-23 18:48:47Z X 2779574 X X 191 191 191 30234 30234 30234 57125 673698 57125 87550 87550 30425 0 0 0 0 1802 0 0 0 12423 0 0 0 55 0 0 0 20114 5695 0 0 34394 5695 0 0 193194 193194 227588 5695 0 193194 -140038 81855 30425 27798 21338 21338 38700 21293 21293 1332881 1212180 1412943 581055 581055 1324000 1980434 1835866 2779574 0 0 X 0 0 0 0 1980434 1835866 1980434 1835866 1980434 1835866 1980434 -140038 0 1840396 4530 1835866 90 SHS ISHARES TR RUSSELL 2000 ETF P 2017-03-21 2017-12-07 12769 12185 584 584 54 SHS ISHARES TR JPM USD EMERGING MKTS BD ETF P 2016-04-12 2017-03-21 6119 6191 -72 -72 4810 SHS ISHARES MSCI USA MIN VOL ETF P 2016-04-12 2017-03-21 230925 212016 18909 18909 423 SHS ISHARES TR RUSSELL 1000 VALUE ETF P 2015-09-17 2017-12-07 49297 41195 8102 8102 617 SHS ISHARES TR RUSSELL 1000 GROWTH ETF P 2015-09-17 2017-12-07 74982 60538 14444 14444 307 SHS ISHARES TR RUSSELL 2000 VALUE ETF P 2015-09-17 2017-03-21 35500 29024 6476 6476 216 SHS ISHARES TR RUSSELL 2000 GROWTH ETF P 2015-09-17 2017-03-21 34414 31436 2978 2978 65 SHS ISHARES TR JPM USD EMERGING MKTS BD ETF P 2015-06-16 2017-03-21 7366 7017 349 349 126 SHS SPDR SER TR BLOOMBERG BARCLAYS HIGH YIELD BD ETF P 2015-06-16 2017-09-06 3887 3953 -66 -66 570 SHS VANGUARD BD INDEX FD INC TOTAL BD MARKET ETF P 2015-06-16 2017-12-07 46705 46353 352 352 1746 SHS VANGUARD FTSE DEVELOPED MARKETS ETF P 2015-06-16 2017-09-06 71679 70870 809 809 1494 VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF P 2015-06-16 2017-12-07 75846 72654 3192 3192 566 VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF P 2015-06-16 2017-09-06 24158 23141 1017 1017 CAPITAL GAINS DIVIDENDS P 51 51 51 57125 19421 0 290750 1450570 0.200438 139766 1726837 0.080938 99675 148779 0.669953 105300 138371 0.760998 95600 248327 0.384976 2.097303 0.419461 1443556 605515 819 606334 193194 1637 0 1637 0 1637 0 1700 0 1700 19 44 44 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 1396763 68776 0 1465539 0 0 1465539 21983 1443556 72178 72178 1637 1637 70541 0 70541 0 70541 193194 0 193194 0 193194 70541 0 0 83225 98870 92326 53962 218811 547194 193194 0 0 0 70541 122653 0 0 669847 0 0 0 0 0 0 83225 586622 98870 92326 53962 218811 122653 X ACE FOUNDATION 2025 M STREET NW SUITE 610 WASHINGTON DC 20036 NONE PC EDUCATIONAL 10000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 NONE PC HEALTH SERVICES 45 CHARLES B WANG COMMUNITY HEALTH CENTER 268 CANAL STREET NEW YORK NY 10013 NONE PC HEALTH SERVICES 1000 CHINA INSTITUTE IN AMERICA 125 E 65TH ST NEW YORK NY 10065 NONE PC CULTURAL 25376 CHINATOWN HEALTH CLINIC FDN CB WANG COM CTR 125 WALKER ST NEW YORK NY 10013 OFCR IS ON BD OF DIR. PC HEALTH SERVICES 27500 CHINESE AMERICAN PLANNING COUNCIL 150 ELIZABETH STREET NEW YORK NY 10012 NONE PC SOCIAL WELFARE 500 CMP 70 MULBERRY STREET NEW YORK NY 10013 NONE PC EDUCATIONAL 1000 INTERNATIONAL LEADERSHIP FOUNDATION 1300 PENNSYLVANIA AVE NW STE 700 WASHINGTON DC 20004 NONE PC GENERAL 2500 NATIONAL AUTOMOBILE DEALERS ASSOCIATION 8400 WESTPARK DRIVE TYSON VA 22102 NONE PC GENERAL 12000 NEW JERSEY CHINESE CULTURAL STUDIES FDTN PO BOX 543 PRINCETON JUNCTION NJ 08550 NONE PC GENERAL 1000 NJ ASIAN AMERICAN LAW ENFORCEMENT FDTN P O BOX 157 ALPINE NJ 07620 NONE PC GENERAL 500 NJ CHINESE AMERICAN CHAMBER OF COMMERCE 28 WORLDS FAIR DRIVE SOMERSET NJ 08873 NONE PC EDUCATIONAL 2500 ORG CHINESE IN AMERICA - NEW JERSEY PO BOX 268 MONTVALE NJ 07645 NONE PC EDUCATIONAL 900 PURDUE UNIVERSITY 403 W WOOD STREET WEST LAFAYETTE IN 47907 NONE PC EDUCATIONAL 50000 SINO MONTHLYLITERARY AWARD FUND 18 SHEPPARD PLACE EDISON NJ 08817 NONE PC EDUCATIONAL 1000 SI-YO MUSIC SOCIETY FOUNDATION 275 WEST 96TH ST 24E NEW YORK NY 10025 NONE PC EDUCATIONAL 1000 SUMMIT POLICE BENEVOLENT ASSOC P O BOX 552 SUMMIT NJ 07902 NONE PC GENERAL 100 THE METROPOLITAN MUSEUM OF ART 1000 FIFTH AVENUE NEW YORK NY 10028 NONE PC GENERAL 10000 WLIW-PBS TV 825 EIGHTH AVENUE NEW YORK NY 10019 NONE PUBLIC EDUCATIONAL 500 CARE 151 ELLIS STREET NE ATLANTA GA 30303 NONE PC HUMANITARIAN EFFORTS 100 COMMUNITY FOODBANK OF NJ 31 EVANS TERMINAL HILLSIDE NJ 07205 NONE PC FIGHTING HUNGER & POVERTY 500 NQAPIA PO BOX 1277 OLD CHELSEA STATION NEW YORK NY 10113 NONE PC LEADERSHIP DEVELOPMENT 250 NEW JERSEY PERFORMING ARTS CENTER 1 CENTER ST NEWARK NJ 07102 NONE PC PERFORMING ARTS 400 MARCH OF DIMES 1275 MAMARONECK AVENUE WHITE PLAINS NY 10605 NONE PC HEALTH SERVICES 15 PARALYZED VETERANS OF AMERICA 801 EIGHTEENTH STREET NW WASHINGTON DC 200063517 NONE PC HEALTH SERVICES 10 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FL 17 CHICAGO IL 60601 NONE PC HEALTH SERVICES 60 NEW YORK PUBLIC RADIO PO BOX 1550 NEW YORK NY 101161550 NONE PC EDUCATIONAL 120 AMERICAN FRIENDS OF THE SHANGHAI MUSEUM 1115 FIFTH AVENUE NEW YORK NY 10128 NONE PC EDUCATIONAL 10000 PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 NONE PC HEALTH SERVICES 500 ARTHRITIS FOUNDATION 1355 PEACHTREE ST NE 6TH FL ATLANTA GA 30309 NONE PC HEALTH SERVICES 15 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PC HEALTH SERVICES 15 LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 NONE PC HEALTH SERVICES 10 NATIONAL FOUNDATION FOR CANCER RESEARCH 5515 SECURITY LANE SUITE 1105 ROCKVILLE MD 20852 NONE PC HEALTH SERVICES 15 AARP FOUNDATION PO BOX 93207 LONG BEACH CA 908093207 NONE PC HEALTH SERVICES 25 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 NONE PC EDUCATIONAL 25 CHILDREN'S CANCER RESEARCH FUND 7301 OHMS LANE SUITE 355 MINNEAPOLIS MN 55439 NONE PC HEALTH SERVICES 15 EASTERSEALS 141 W JACKSON BLVD SUITE 1400A CHICAGO IL 60604 NONE PC HEALTH SERVICES 15 NJTV PO BOX 5776 ENGLEWOOD NJ 07631 NONE PC EDUCATIONAL 500 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PC HEALTH SERVICES 1000 NAMAD 9475 LOTTSFORD RD 150 UPPER MARLBORO MD 20774 NONE PC LEADERSHIP 10000 AMERICAN DIABETES ASSOCIATION 2451 CRYSTAL DRIVE SUITE 900 ARLINGTON VA 22202 NONE PC HEALTH SERVICES 15 DISABLED AMERICAN VETERANS 3725 ALEXANDRIA PIKE COLD SPRING KY 41076 NONE PC GENERAL 18 HONG KONG ASSOCIATION 115 EAST 54TH STREET NEW YORK NY 100224563 NONE PC GENERAL 1500 LUPUS FOUNDATION 2121 K STREET NW SUITE 200 WASHINGTON DC 20037 NONE PC HEALTH SERVICES 500 OHANA PADDLING ASSOCIATION 14336 SANFORD AVE FLUSHING NY 11355 NONE PC GENERAL 10000 THE ASIA FOUNDATION 465 CALIFORNIA ST 9TH FLOOR SAN FRANCISCO CA 941041804 NONE PC GENERAL 2000 DUNHUANG FOUNDATION 156 2ND STREET SAN FRANCISCO CA 94105 NONE PC EDUCATIONAL 5000 SUMMIT FIREMEN BENEVOLENT ASSOCIATION 396 BROAD STREET SUMMIT NJ 07901 NONE PC GENERAL 50 NEW ENGLAND PUBLIC RADIO 1525 MAIN STREET SPRINGFIELD MA 01103 NONE PC EDUCATIONAL 500 CHINESE AMERICAN INTERNATIONAL SCHOOL 150 OAK STREET SAN FRANCISCO CA 94102 NONE PC EDUCATIONAL 500 NEW JERSEY SYMPHONY ORCHESTRA 60 PARK PLACE SUITE 900 NEWARK NJ 07102 NONE PC GENERAL 2000 SUMMIT LUMINARY FUND 10 WESTMINSTER RD SUMMIT NJ 07901 NONE PC GENERAL 100 193194 0 14 191 14 30234 18 57125 0 87550 0 87550 0 0 0 0 0 0 0 0 0 0 LOEB BLOCK & PARTNERS 12423 0 0 0 CORPORATE STOCK OVERRIDE 1212180 1412943 ARTWORK AT COST 581055 1324000 LOEB BLOCK & PARTNERS 1802 0 0 0 NON-DEDUCTIBLE EXPENSES 3924 2016 FEDERAL PAYMENT 606 BANK FEES 95 0 0 0 INSURANCE EXPENSE FOR ARTWORK 897 0 0 0 ADVISORY FEES 5695 5695 0 0 ANNUAL REPORT 175 0 0 0 MISCELLANEOUS FEES 296 0 0 0 OTHER EXPENSES RELATED TO ARTWORK 9956 0 0 0 OFFICER & DIRECTOR FEES 3000 0 0 0 NJ 55 0 0 0