2020-11-16T10:56:58-06:00 2019-12-31 061386456 T M BYXBEE COMPANY PC P O BOX 187169 HAMDEN CT 06518 990PF 2019-01-01 813395492 SMART FAMILY FOUNDATION OF NEW YORK SMAR 9146322762 1333A NORTH AVENUE NEW ROCHELLE NY 108042120 MARY SMART DIRECTOR 9146322762 2020-10-30 1 EDWARD F CLEARY P00651269 2032814933 52.177.201.116 2020-10-30 13:54:33 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2019 2021-04-22 16:20:28Z X 61687307 X X 1081972 1081972 16383341 28258024 16383341 17465313 17465313 220000 44000 176000 13212 2642 10570 14457 2891 11566 27875 5575 22300 69227 13845 55382 228067 210467 17600 189525 9525 0 6777 0 37674 7535 30139 18444 10232 8212 825258 306712 331769 2542500 2542500 3367758 306712 2874269 14097555 17158601 254265 492755 492755 6017881 755829 755829 0 13054459 13348785 28180403 34395918 47089938 20329 20329 6777 0 0 34459326 48698961 61687307 0 142080 0 142080 X 0 0 0 0 34459326 48556881 34459326 48556881 34459326 48698961 34459326 14097555 0 48556881 0 48556881 PUBLICLY TRADED SECURITIES ( RUANE, CUNNIFF & GOLDFARB) P 167812 159665 8147 8147 PUBLICLY TRADED SECURITIES ( RUANE, CUNNIFF & GOLDFARB) P 657630 500759 156871 156871 PUBLICLY TRADED SECURITIES ( FIRST MANHATTAN) P 1778845 1756876 21969 21969 PUBLICLY TRADED SECURITIES ( FIRST MANHATTAN) P 10196983 4856554 5340429 5340429 PUBLICLY TRADED SECURITIES ( ARIEL) P 457019 296542 160477 160477 PUBLICLY TRADED SECURITIES ( BANK OF AMERICA) P 4317162 4304287 12875 12875 PUBLICLY TRADED SECURITIES ( JP MORGANL) P 620911 620911 620911 PUBLICLY TRADED SECURITIES ( JP MORGAN) P 10004722 10004722 10004722 CAPITAL GAINS DIVIDENDS P 56940 56940 56940 16383341 0 2981654 58967382 0.050564 2934653 55333645 0.053036 30710 4275783 0.007182 0.110782 0.036927 58284372 2152267 171586 2323853 2874269 X 171586 0 171586 0 171586 208729 0 0 208729 0 37143 37143 0 0 0 0 0 0 0 0 0 0 0 1 1 IL NY 1 0 0 0 0 1 N/A TM BYXBEE COMPANY 2032814933 PO BOX 187169 HAMDEN CT 06518 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY SMART 1333A NORTH AVENUE 432 NEW ROCHELLE NY 108042120 CHAIR,SECRETARY AND DIRECT 15.00 100000 0 0 DAVID STONE 1333A NORTH AVENUE 432 NEW ROCHELLE NY 108042120 PRESIDENT,TREASURER AND DI 15.00 100000 0 0 JIM DANATOS 1333A NORTH AVENUE 432 NEW ROCHELLE NY 108042120 DIRECTOR 5.00 20000 0 0 NONE 0 TM BYXBEE CO 2319 WHITNEY AVENUE HAMDEN CT 05618 ACCOUNTING 69227 JP MORGAN 270 PARK AVENUE NEW YORK NY 10017 INVESTMENT MANAGMENT 56420 0 0 58975492 196459 0 59171951 0 0 59171951 887579 58284372 2914219 2914219 171586 171586 2742633 0 2742633 0 2742633 2874269 0 2874269 171586 2702683 2742633 2495075 0 0 2874269 2495075 0 0 379194 0 0 0 0 0 0 0 0 2363439 0 0 0 X AEOLIAN CHAMBER PLAYERS INC 173 RIVERSIDE DRIVE NEW YORK NY 100241615 NONE PC MUSICAL COMPENSATION AND CONCERT EXPENSES 10000 ALICE LLOYD COLLEGE 100 PURPOSE ROAD PIPPA PASSES KY 41844 NONE PC GENERAL OPERATIONS 18000 AMERICAN FRIENDS OF HEBREW UNIVERSITY ONE BATTERY PARK PLAZA 25TH FLOOR NEW YORK NY 01004 NONE PC FILM STUDIES PROGRAM - RAYA MORAG 100000 AMERICAS SOCIETY INC 680 PARK AVENUE NEW YORK NY 10065 NONE PC MUSIC, ART & PHOTOGRAPHY PROJECTS 15000 AT HOME ON THE SOUND 545 TOMPKINS AVENUE MAMARONECK NY 10543 NONE PC STRATEGIC PLAN 25000 BETH EL SYNAGOGUE CENTER 1324 NORTH AVENUE NEW ROCHELLE NY 10804 NONE PC COMMUNITY ENGAGEMENT PROGRAM 115000 BRONX ART ENSEMBLE INC 80 VAN COURTLAND SOUTH 7D-2 BRONX NY 10463 NONE PC BUILDING FOR ARTS AND LIVE MUSIC 25000 CENTER FOR NONPROFIT LEGAL SERVICES 225 WEST MAIN STREET MEDFORD OR 97501 NONE PC REMOVING LEGAL BARRIERS FOR VETERANS 25000 CENTRAL FUND FOR ISRAEL 461 CENTRAL AVENUE CEDARHURST NY 11516 NONE PC CULTURAL IMMERSION IN ISRAELI SOCIETY 15000 CHERRY LANE ALTERNATIVELLC 822 8TH AVENUE FLOOR 21 NEW YORK NY 10001 NONE PC PRODUCTION OF FEAR 50000 CHILDRENS HOPE INDIA INC 7 EDGEMERE DRIVE ALBERTSON NY 11507 NONE PC GENERAL SUPPORT 25000 CHRISTOPHER NEWPORT UNIVERSITY EDUCATIONAL FOUNDATION INC 1 AVENUE OF THE ARTS NEWPORT NEWS VA 23606 NONE PC OPEN AIR MUSEUM 20000 CITIZENS FOR ALTERNATIVES TO ANIMAL RESEARCH 24 MEADOWAY DOBBS FERRY NY 10522 NONE PC GENERAL SUPPORT 10000 COLUMBUS HOUSE 586 ELLA T GRASSO BLVD NEW HAVEN CT 06519 NONE PC FOR ABRAHAM'S TENT 25000 CONNECTICUT HOSPICE INC 100 DOUBLE BEACH ROAD BRANFORD CT 06405 NONE PC ENERGY IMPROVEMENTS 21000 CONNECTICUT PUBLIC BROADCASTING INC 1049 ASYLUM AVE HARTFORD CT 06105 NONE PC GENERAL SUPPORT 100000 CREATIVE ARTS WORKSHOP INC 80 AUDUBON STREET NEW HAVEN CT 06510 NONE PC INCREASE ACCESS TO VISUAL ARTS INSPECTION FOR YOUNG PEOPLE 20000 ELI WHITNEY MUSEUM 915 WHITNEY AVENUE HAMDEN CT 06517 NONE PC NEW LASER CUTTER 29000 EMOTIVE FRUITION 233 S 1ST STREET SUITE 3W BROOKLYN NY 11211 NONE PC THERAPEUTIC CREATIVE WRITING SERIES 20000 FAIRLEIGH DICKINSON UNIVERSITY 285 MADISON AVENUE M-DB0-01 MADISON NJ 07940 NONE PC FAIRLEIGH DICKINSON SCHOOL OF THE ARTS 5000 FOLKSBEINE YIDDISH THEATRE INC 36 BATTERY PARK SECOND FLOOR NEW YORK NY 10280 NONE PC GLOBAL RESTORATION PROJECTS 25000 FOOTE SCHOOL ASSOCIATION INC 50 LOOMIS PLACE NEW HAVEN CT 06511 NONE PC GENERAL OPERATIONS 40000 FOUR NATIONS PO BOX 1112 HUDSON NY 12534 NONE PC GENERAL OPERATIONS 25000 FRACTURED ATLAS INC PO BOX 55 HARTSDALE NY 10530 NONE PC OPERATING AND PRODUCTION COSTS 25000 FRAXA RESEARCH FOUNDATION INC 10 PRINCE PLACE SUITE 203 NEWBURYPORT MA 01950 NONE PC CALLUM CUP 1000 GREENWICH CORAL SOCIETY INC PO BOX 5 GREENWICH CT 06830 NONE PC CHORAL MUSIC PERFORMANCES 25000 HEBREW FREE LOAN SOCIETY 675 THIRD AVENUE SUITE 1905 NEW YORK NY 10017 NONE PC LOAN PROGRAM 10000 HOPKINS SCHOOL INC 986 FOREST ROAD NEW HAVEN CT 06515 NONE PC GENERAL SUPPORT 25000 INDIA HERITAGE CENTER INC 49 OLD WOODS ROAD SADDLE RIVER NJ 07458 NONE PC MUSEUM OF INDIA, JOURNAY TO THE U.S.A. 15000 INTEGRATED REFUGEE & IMMIGRANT SERVICE INC 235 NICOLL STREET 2ND FLOOR NEW HAVEN CT 06511 NONE PC GENERAL SUPPORT 30000 INTERNEWS 876 7TH STREET ARCATA CA 95521 NONE PC INCREASED ENVIRONMENTAL NEWS COVERAGE 25000 LEAP 31 JEFFERSON STREET NEW HAVEN CT 06511 NONE PC GENERAL OPERATIONS 25000 LEAP 31 JEFFERSON STREET NEW HAVEN CT 06511 NONE PC SUPPORT CHILDRENS PROGRAMS 25000 MADISON ARTS AND CULTURAL ALLIANCE 10 LINCOLN PLACE PO BOX 178 MADISON NJ 07940 NONE PC HOLIDAY CABARET 2500 MADISON EDUCATION FOUNDATION INC PO BOX 1093 MADISON NJ 07940 NONE PC GENERAL SUPPORT 1000 MONTCLAIR STATE UNIVERSITY FOUNDATION INC 1 NORMAL AVENUE MONTCLAIR NJ 07043 NONE PC GENERAL SUPPORT 10000 MORRISTOWN NEIGHBORHOOD HOUSE ASSOC INC 80 WASHINGTON STREET MORRISTOWN NJ 07960 NONE PC PRESCHOOL ARTS PROGRAM 5000 MUSIC CONSERVATORY OF WESTCHESTER 216 CENTRAL AVENUE WHITE PLAINS NY 10606 NONE PC PRE COLLEGE PROGRAM FOR HIGH SCHOOL MUSICIANS 50000 NATIONAL INTERSCHOLASTIC CYCLING ASSOCIATION 123 S BROADWAY APT 9B IRVINGTON NY 10533 NONE PC GENERAL SUPPORT 12000 NEW JERSEY PERFORMING ARTS CENTER ONE CENTER STREET NEWARK NJ 07102 NONE PC GENERAL SUPPORT 125000 NEW YORK AND PRESBYTERIAN HOSPITAL 850 THIRD AVENUE 12TH FLOOR NEW YORK NY 10022 NONE PC GENERAL SUPPORT 25000 NEW YORK UNIVERSITY 22 WASHINGTON SQUARE NORTH ROOM 403 NEW YORK NY 10011 NONE PC JONATHAN BOIES MEMORIAL FUND 150000 OPEN DOOR SPORTS INC 9519 W STANHOPE ROAD KENSINGTON MD 20895 NONE PC CINDY BROWN SPORTS AUTISM 2500 OXFORD ACADEMY INC 1393 BOSTON POST ROAD WESTBROOK CT 06498 NONE PC GENERAL SUPPORT 10000 PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 10017 NONE PC GENERAL OPERATIONS 115000 POINTS OF LIGHT FOUNDATION 575 5TH AVENUE NEW YORK NY 10017 NONE PC POINTS OF LIGHT AWARD GALA 25000 POINTSMAN FOUNDATION 880 WILD RICE CV AUSTIN TX 78738 NONE PC FOR GENERAL SUPPORT 150000 PROJECT KESHER 729 7TH AVENUE 9TH FLOOR NEW YORK NY 10019 NONE PC WOMENS LEADERSHIP AND TRAINING PROGRAM 10000 ROSE CITY MONTESSORI SCHOOL 4 MADISON AVENUE MADISON NJ 07940 NONE PC RAINBOW MONTESSORI SCHOOL 1500 SACRED HEART UNIVERSITY 5151 PARK AVENUE FAIRFIELD CT 06825 NONE PC GENERAL SUPPORT 50000 SANTA FE INSTITUTE 1399 HYDE PARK RD SANTA FE NM 87501 NONE PC GLOBAL CLASSROOM 50000 SCHOOLHOUSE THEATRE FOUNDATION INC 8 FRONT STREET PO BOX 300 CROTON FALLS NY 10519 NONE PC ORIGINAL PLAYS AND PERFORMANCE SPACE 25000 SCIENCE FRIDAY INITIATIVE INC 19 W 44TH STREET SUITE 412 NEW YORK NY 10036 NONE PC GENERAL OPERATIONS 35000 ST MARTIN DE PORRES ACADEMY INC 208 COLUMBUS AVE NEW HAVEN CT 06519 NONE PC GRADUATE SUPPORT PROGRAM 30000 SYMPHONY OF WESTCHESTER INC 10 DAVID DRIVE NEW ROCHELLE NY 10804 NONE PC GENERAL OPERATIONS 25000 THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN 70 AUDUBON STREET NEW HAVEN CT 06510 NONE PC GENERAL OPERATIONS 45000 THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN 70 AUDUBON STREET NEW HAVEN CT 06510 NONE PC GENERAL OPERATIONS 44000 THE GOOD DOG FOUNDATION INC 500 SEVENTH AVENUE 8TH FLOOR NEW YORK NY 10018 NONE PC GENERAL OPERATIONS 10000 THE MID HUDSON HERITAGE CENTER INC 109 HOOKER AVENUE POUGHKEEPSIE NY 12601 NONE PC SIMON STUDIO 25000 THE OPPORTUNITY PROJECT INC 60 EAST WILLOW STREET MILLBURN NJ 07041 NONE PC GENERAL SUPPORT 25000 THE PALEY CENTER FOR MEDIA MUSEUM OF TELEVISION AND RADIO 25 W 52ND STREET NEW YORK NY 10019 NONE PC CONTINUED FUNDING 75000 THE PALEY CENTER FOR MEDIA MUSEUM OF TELEVISION AND RADIO 25 W 52ND STREET NEW YORK NY 10019 NONE PC CONTINUED FUNDING 35000 THEATRE DEVELOPMENT FUND INC 520 EIGHTH AVENUE 801 NEW YORK NY 10018 NONE PC GENERAL SUPPORT 5000 THROUGHLINE ARTIST 12 WEST 53RD STREET SUITE 22F NEW YORK NY 10019 NONE PC FOR SUMMER SHORTS 25000 TOWN OF HARRISON 1 HEINEMAN PLACE HARRISON NY 10528 NONE PC SUMMER OUTDOOR CONCERT SERIES 20000 TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK PO BOX 137 136 S BROADWAY IRVINGTON NY 10533 NONE PC NEVIS LABORATORY 10000 UNIVERSITY OF CHICAGO ( THE SMART MUSEUM OF ART) 5550 SOUTH GREENWOOD AVENUE CHICAGO IL 60637 NONE PC SMART SCHOLARS RESEARCH PROJECT 100000 UNIVERSITY OF MASSACHUSETTS - AMHERST 161 PRESIDENTS DRIVE AMHERST MA 01003 NONE PC JEWISH HISTORY JOUNAL 25000 UNIVERSITY OF WASHINGTON FOUNDATION 407 GERBERDING HALL BOX 351210 SEATTLE WA 981951210 NONE PC RESTORATION OF THE ASUW SHELL HOUSE 25000 UNTERMYER GARDENS CONSERVANCY 945 NORTH BROADWAY YONKERS NY 10701 NONE PC RESTORATION AND DEVELOPMENT OF THE GARDEN 50000 USHER III INITITATIVE 191 N WACKER DRIVE SUITE 1790 CHICAGO IL 60606 NONE PC GENERAL SUPPORT 25000 WESTCHESTER ARTS COUNCIL INC 31 MAMARONECK AVENUE 3RD FLOOR WHITE PLAINS NY 10601 NONE PC PUBLIC ART PROJECT 25000 WHARTON INSTITUTE FOR PERFORMING ARTS INC 60 LOCUST AVENUE BERKELEY HEIGHTS NJ 07922 NONE PC GENERAL SUPPORT 10000 WHITE PLAINS LIBRARY FOUNDATION INC 100 MARITINE AVENUE WHITE PLAINS NY 10601 NONE PC TROVE TIME 25000 NEW ROCHELLE PUBLIC LIBRARY FOUNDATION INC 1 LIBRARY PLAZA NEW ROCHELLE NY 10801 NONE PC COURTYARD AND SCULPTURE GARDEN 25000 WISH NJ INC 1980 SPRINGFIELD AVENUE MAPLEWOOD NJ 07040 NONE PC GENERAL SUPPORT 10000 WYOMING COMMUNITY FOUNDATION 1472 N 5TH STREET SUITE 201 LARAMIE WY 82072 NONE PC PILOT HILL PROJECT - WALKING PATH 25000 2542500 0 14 1081972 18 16383341 0 17465313 0 17465313 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 69227 13845 55382 IMPROVEMENTS (SHELVING , CARPETING) 2017-01-01 6786 4524 SL 3.000000000000 2262 0 NEW COMPUTER EQUIPMENT 2017-01-01 4647 3098 SL 3.000000000000 1549 0 LAPTOP 2017-01-01 8896 5930 SL 3.000000000000 2966 0 PART VII-B, LINE 1A(4) IN 2019 THE SMART FAMILY FOUNDATION OF NEW YORK ("THE FOUNDATION") PAID ITS DIRECTORS COMPENSATION FOR SERVICES RENDERED TO THE FOUNDATION. THE COMPENSATION WAS NOT EXCESSIVE AND THE SERVICES RENDERED BY THE DIRECTORS WERE REASONABLE AND NECESSARY FOR CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION. BERKSHIRE HATHAWAY INC CL-A 242046 10527290 FIDELITY 500 INDEX FD 13808796 15263073 HEALTH CARE SELECT SECTOR 502692 524375 INVESCO QQQ TRUST SERIES 1 703273 771562 VANGUARD FINANCIALS ETF 1000981 1142293 TRIBUTARY SMALL CO INST PLUS 2199062 2284752 VANGUARD SMALL CAP ETF 2798932 2943423 DODGE & COX INTL STOCK FD 2453173 2547869 FIDELITY INTL INDX INST PRM 6808414 7169577 OARKMARK INTERNATIONAL INST 1775104 1808509 MATTHEWS PACIFIC TIGER INST 1047511 1036585 ISHARES CORE MSCI EMERGING 1055934 1070630 13054459 13348785 0 0 IMPROVEMENTS (SHELVING , CARPETING) 6786 6786 0 0 NEW COMPUTER EQUIPMENT 4647 4647 0 0 LAPTOP 8896 8896 0 0 LEGAL FEES 27875 5575 22300 MISCELLANEOUS 1755 351 1404 OFFICE SUPPLIES AND EXPENSE 1520 304 1216 TELEPHONE 1081 216 865 ADP FEES 4072 814 3258 POSTAGE 564 113 451 INSURANCE 1273 255 1018 OTHER INVESTMENT EXPENSE 8179 8179 0 OTHER LIABILITY 0 142080 INVESTMENT CUSTODIAN FEES 1085 1085 0 INVESTMENT MANAGEMENT FEES 184654 184654 0 PROFESSIONAL FEES 24328 21128 3200 AUDIT EXPENSE 18000 3600 14400 FOREIGN TAXES 9525 9525 0 INVESTMENT INCOME EXCISE TAX 180000 0 0