2021-10-27T15:36:01-05:00 2020-12-31 061386456 T M BYXBEE COMPANY PC P O BOX 187169 HAMDEN CT 06518 990PF 2020-01-01 813395492 SMART FAMILY FOUNDATION OF NEW YORK SMAR 9146322762 1333A NORTH AVENUE NEW ROCHELLE NY 108042120 MARY SMART DIRECTOR 9146322762 2021-10-19 1 MARY SMART XXX-XX-XXXX EDWARD F CLEARY P00651269 2032814933 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 64517914 X 32472 X 1014884 1014884 524162 25984589 524162 1571518 1539046 243333 48667 194666 11525 2305 9220 15340 3068 12272 11290 2258 9032 36711 7342 29369 250023 240743 9280 106 106 0 13917 2783 11134 29910 6168 23742 612155 313440 298715 2400000 2400000 3012155 313440 2698715 -1440637 1225606 492755 247959 247959 755829 1190193 1190193 13054459 12573642 12922678 34395918 32904665 49951084 20329 20329 0 206000 206000 48698961 47122459 64517914 142080 6215 142080 6215 X 0 0 0 0 48556881 47116244 48556881 47116244 48698961 47122459 48556881 -1440637 0 47116244 0 47116244 PUBLICLY TRADED SECURITIES ( JP MORGAN) P 13953471 13871249 82222 82222 PUBLICLY TRADED SECURITIES ( BANK OF AMERICA) P 12031118 11590379 440739 440739 BANK OF AMERICA ( WASH SALE LOSSES) P 1201 1201 524162 17036 0 17036 0 17036 37143 0 0 0 37143 0 20107 20107 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 109167 0 0 DAVID STONE 1333A NORTH AVENUE 432 NEW ROCHELLE NY 108042120 PRESIDENT,TREASURER AND DI 15.00 109167 0 0 JIM DANATOS 1333A NORTH AVENUE 432 NEW ROCHELLE NY 108042120 DIRECTOR 5.00 25000 0 0 NONE 0 JP MORGAN 270 PARK AVENUE NEW YORK NY 10017 INVESTMENT MANAGMENT 130579 DIMEO SCHNEIDER & ASSOCIATES LLC 500 W MADISON STREET SUITE 1700 CHICAGO IL 60661 CONSULTING 61081 0 0 57808105 514991 0 58323096 0 0 58323096 874846 57448250 2872413 2872413 17036 17036 2855377 0 2855377 0 2855377 2698715 0 2698715 0 2698715 2855377 2363439 0 0 2698715 2363439 0 0 335276 0 0 0 0 0 0 0 0 2520101 0 0 0 X AEOLIAN CHAMBER PLAYERS INC PO BOX 2194 SOUTH PORTLAND ME ME 04116 NONE PC BACH MUSIC FESTIVAL 10000 ALICE LLOYD COLLEGE 100 PURPOSE ROAD PIPPA PASSES KY 41844 NONE PC GENERAL SCHOLARSHIPS 18000 AMERICAN FRIENDS OF HEBREW UNIVERSITY 199 WATER STREET 11TH FLOOR NEW YORK NY 10038 NONE PC HEBREW UNIVERSITY OF JERUSALEM INITIATIVE 175000 AMERICAS SOCIETY INC 680 PARK AVENUE NEW YORK NY 10065 NONE PC CULTURAL PROGRAMS 25000 AT HOME ON THE SOUND 545 TOMPKINS AVENUE MAMARONECK NY 10543 NONE PC GENERAL SUPPORT 25000 BERGEN VOLUNTEER MEDICAL INITIATIVE INV 75 ESSEX STREET SUITE 100 HACKENSACK NJ 07601 NONE PC GENERAL SUPPORT 25000 BETH EL SYNAGOGUE CENTER 1324 NORTH AVENUE NEW ROCHELLE NY 10804 NONE PC CAMP AND YOUTH PROGRAMS 20000 AMERICAN ASSOCIATION BEN GURION UNIVERISTY OF THE NEGEV 1001 6TH AVENUE 19TH FLOOR NEW YORK NY 10018 NONE PC ARAD LABORATORY 75000 CENTER FOR NONPROFIT LEGAL SERVICES 225 WEST MAIN STREET MEDFORD OR 97501 NONE PC GENERAL SUPPORT 25000 ASPEN CENTER FOR PHYSICS 700 W GILLESPIE STREET ASPEN CO 81611 NONE PC CENTER'S EMERGENCY FUND 20000 ARTICINE INC PO BOX 1028 NEWFIELDS NH 03856 NONE PC ASSIST IN FUNDING NEW THEATRE PROJECT, BUT WHAT ABOUT? 4000 ASPEN INSTITUTE 477 MADISON AVENUE SUITE 730 NEW YORK NY 10022 NONE PC SCIENCE AND SOCIETY PROGRAM AND "YOUR FUTURE IS SCIENCE" INITIATIVE 20000 ASSOCIATED MUSIC TEACHERS LEAGUE INC 51 FAIRMONT STREET HUNTINGTON NY 11743 NONE PC AARON ROSAND FUNDS 10000 CONNECTICUT NEWS PROJECT 1049 ASYLUM AVE HARTFORD CT 06105 NONE PC SUPPORT PODCAST OF THE CT MIRROR 25000 COLUMBUS HOUSE 586 ELLA T GRASSO BLVD NEW HAVEN CT 06519 NONE PC SHELTER AND SERVICES FOR HOMELESS ADULTS IN THE WINTER MONTHS 25000 CONNECTICUT HOSPICE INC 100 DOUBLE BEACH ROAD BRANFORD CT 06405 NONE PC GENERAL SUPPORT 20000 CONNECTICUT PUBLIC BROADCASTING INC 1049 ASYLUM AVE HARTFORD CT 06105 NONE PC GENERAL SUPPORT 10000 FAIRFIELD COUNTY'S COMMUNITY FOUNDATION 40 RICHARDS AVENUE NORWALK CT 06854 NONE PC EMERGE CT, SVP RACE EQUITY FUND AND GENERAL OPERATING 100000 ELI WHITNEY MUSEUM 915 WHITNEY AVENUE HAMDEN CT 06517 NONE PC GENERAL SUPPORT 90000 ELIZABETH CADY STANTON AND SUSAN B ANTHONY STATUE FUND INC 1430 BROADWAY 8TH FL NEW YORK NY 10018 NONE PC MONUMENTAL WOMEN PROGRAM 25000 FAIR LAWN JEWISH CENTER 10-04 NORMA AVENE FAIR LAWN NJ 07410 NONE PC SUPPORT RENOVATIONS 50000 FAIRLEIGH DICKINSON UNIVERSITY 1000 RIVER ROAD H-DH3-13 TEANECK NJ 07666 NONE PC SCHOLARSHIPS IN THEATRE AND FILM 5000 FRIENDS OF THE ODELL HOUSE ROCHAMBEAU HEADQUARTERS 14 ROCHAMBEAU DRIVE HARTSDALE NY 10530 NONE PC GENERAL SUPPORT 25000 FOOTE SCHOOL ASSOCIATION INC 50 LOOMIS PLACE NEW HAVEN CT 06511 NONE PC SUPPORT K - 6TH GRADE SUMMER ENRICHMENT 40000 FOUR NATIONS PO BOX 1112 HUDSON NY 12534 NONE PC GENERAL OPERATIONS 10000 FRACTURED ATLAS INC PO BOX 55 HARTSDALE NY 10530 NONE PC WESTCHESTER REVIEW 10000 MARBLEDALE ROAD ENVIRONMENTAL COALITION INC PO BOX 8086 PELHAM NY 10803 NONE PC GENERAL SUPPORT 10000 JEWISH INTERES FREE LOAN OF ATLANTA 4549 CHAMBLEE DUNWOODY ROAD ATLANTA GA 30338 NONE PC OPERATIONAL TECHNOLOGY AND EQUIPMENT AND LOAN FUNDS 10000 HEBREW FREE LOAN SOCIETY 675 THIRD AVENUE 19TH FLOOR NEW YORK NY 10017 NONE PC GENERAL SUPPORT 50000 HOPKINS SCHOOL INC 50 LOOMIS PLACE NEW HAVEN CT 06515 NONE PC EDUCATIONAL ENRICHMENT PROGRAM FOR HIGH ACHIEVING 5TH-9TH GRADERS IN NEW HAVEN PUBLIC SCHOOLS 25000 INDEPENDENT CURATORS INTERNATIONAL 401 BROADWAY SUITE 1620 NEW YORK NY 10013 NONE PC EXPO CHICAGO 10000 INSTITUTE FOR COMMUNITY EMPOWERMENT 5760 W IRVING PARK ROAD CHICAGO IL 60634 NONE PC MENTAL HEALTH SERVICES PROGRAM 25000 INTEGRATED REFUGEE & IMMIGRANT SERVICE INC 235 NICOLL STREET 2ND FLOOR NEW HAVEN CT 06511 NONE PC PROVIDE MEDICAL SERVICES FOR RESETTLED REFUGEES AND IMMIGRANTS 30000 ISRAEL EDUCATION FOUNDATION 95 REVERE DRIVE SUITE D NORTHBROOK IL 60062 NONE PC LISA BARKAN FELLOWSHIP 10000 LEAP 31 JEFFERSON STREET NEW HAVEN CT 06511 NONE PC ENRICHMENT ACTIVITIES FOR YOUTH OF COLOR 25000 LEAP 31 JEFFERSON STREET NEW HAVEN CT 06511 NONE PC GENERAL SUPPORT 25000 MADISON ARTS AND CULTURAL ALLIANCE PO BOX 1295 MADISON NJ 07940 NONE PC GENERAL SUPPORT 45000 MADISON ARTS AND CULTURAL ALLIANCE PO BOX 1295 MADISON NJ 07940 NONE PC GENERAL SUPPORT 7500 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 FELICIANO SCHOOL OF BUSINESS 25000 MOMI MUSEAUM OF IMAGINATION AND INNOVATION A NJ NONPROFIT CORP 210 CHILDS ROAD BASKING RIDGE NJ 07920 NONE PC PLAYFUL LEARNING LANDSCAPES 10000 MUSIC CONSERVATORY OF WESTCHESTER 216 CENTRAL AVENUE WHITE PLAINS NY 10606 NONE PC SCHOLARSHIPS 25000 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 VIRTUAL GALA AND GENERAL OPERATING 125000 NEW ROCHELLE POLICE FOUNDATION PO BOX 96 NEW ROCHELLE NY 10804 NONE PC MENTORS IN BLUE PROGRAM 25000 NEIGHBORHOOD MUSIC SCHOOL 100 AUDUBON STREET NEW HAVEN CT 06515 NONE PC FACULTY SUPPORT IN RESPONSE TO COVID 19 CURTAILING OF PROFESSIONAL ACTIVITIES 25000 NEW YORK UNIVERSITY 105 EAST 17TH STREET 4TH FLOOR NEW YORK NY 100032170 NONE PC JONATHAN BOIES MEMORIAL FUND 150000 OPERA COLORADO 4121 SOUTH NAVAJO STREET SUITE 100 ENGLEWOOD CO 80110 NONE PC AUDIO RECORDING OF "STEAL A PENCIL FOR ME" 50000 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 60000 SACRED HEART UNIVERSITY 5151 PARK AVENUE FAIRFIELD CT 06825 NONE PC GENERAL SUPPORT 68500 SCIENCE FRIDAY INITIATIVE INC 2836 PIERCE STREET SAN FRANCISCO CA 94123 NONE PC GENERAL OPERATIONS 50000 ST MARTIN DE PORRES ACADEMY INC 208 COLUMBUS AVE NEW HAVEN CT 06519 NONE PC SMPA PRADUATE SUPPORT PROGRAM 30000 SYMPHONY OF WESTCHESTER INC 10 DAVID DRIVE NEW ROCHELLE NY 10804 NONE PC GENERAL OPERATIONS 10000 THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN 70 AUDUBON STREET NEW HAVEN CT 06510 NONE PC GENERAL OPERATIONS 36500 THE COMMUNITY FOUNDATION FOR NEW JERSEY 35 KNOX HILL ROAD MORRISTOWN NJ 07960 NONE PC NEW JERSEY PANDEMIC RELIEF FUND 100000 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 GENERAL OPERATING EXPENSES 25000 THEATRE DEVELOPMENT FUND INC 520 EIGHTH AVENUE 801 NEW YORK NY 10018 NONE PC GENERAL SUPPORT 2500 THEATRE FOR THE NEW CITY FOUNDATION INC 155 1ST AVENUE NEW YORK NY 10003 NONE PC HOLIDAY IN HEAVEN 25000 TOWN OF HARRISON 1 HEINEMAN PLACE HARRISON NY 10528 NONE PC SUMMER OUTDOOR CONCERT SERIES 15000 UNIVERSITY OF CHICAGO ( THE SMART MUSEUM OF ART) 5550 SOUTH GREENWOOD AVENUE CHICAGO IL 60637 NONE PC FEITLER CENTER FOR ACADEMIC INQUIRY AT THE SMART MUSEUM OF ART 100000 UNIVERSITY OF MASSACHUSETTS - AMHERST 161 PRESIDENTS DRIVE AMHERST MA 01003 NONE PC JEWISH HISTORY JOUNAL 25000 UNIVERSITY OF CHICAGO MEDICAL CENTER 130 E RANDOLPH SUITE 2500 CHICAGO IL 60601 NONE PC NURSE INTERNSHIP AND RESEARCH PROGRAM 25000 UNTERMYER GARDENS CONSERVANCY 945 NORTH BROADWAY YONKERS NY 10701 NONE PC GENERAL SUPPORT 25000 USHER III INITITATIVE 191 N WACKER DRIVE SUITE 1790 CHICAGO IL 60606 NONE PC SUPPORT RESEARCH AND CURE FOR USHER III 25000 WHITE PLAINS HOSPITAL MEDICAL CENTER 41 EAST POST ROAD WHITE PLAINS NY 10601 NONE PC COVID 19 RELIEF FUND 25000 WESTCHESTER CHAMBER MUSIC SOCIETY INC 823 LONG HILL ROAD WEST BRIARCLIFF MANOR NY 10510 NONE PC GENERAL SUPPORT 25000 WHARTON INSTITUTE FOR PERFORMING ARTS INC 60 LOCUST AVENUE BERKELEY HEIGHTS NJ 07922 NONE PC MUSICAL THEATRE ARTS PROGRAMMING 10000 WISH NJ INC 1980 SPRINGFIELD AVENUE MAPLEWOOD NJ 07040 NONE PC GENERAL SUPPORT 25000 WILDLIFE LINE INC 2 BARLOW FARM ROAD SHERMAN CT 06784 NONE PC GENERAL SUPPORT 10000 TAXPAYERS AGAINST FRAUD 1220 19TH STREET NW SUITE 501 WASHINGTON DC 20036 NONE PC GENERAL SUPPORT 25000 OVERLOOK FOUNDATION 46-48 BEAUVOIR AVENUE SUMMIT NJ 07901 NONE PC 2020 PILOT OF THE POET IN RESIDENT PROGRAM AND THERAPEUTIC CREATIVE WRITING SERVICES 10000 SUNDANCE INSTITUTE PO BOX 684429 PARK CITY UT 840684429 NONE PC GENERAL SUPPORT 5000 2400000 0 14 1014884 18 524162 0 1539046 0 1539046 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 36711 7342 29369 PART VII-B, LINE 1A(4) IN 2020 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. ACCENTURE 75886 101611 ADYEN NV -UNSPON 52668 65656 AIA GROUP 98628 129114 ALCON INC 60873 72710 AMADEUS IT GROUP- UNSP ADR 58409 79273 AON PCL CLASS A 44870 47958 ASML HOLDING NV NY REG SHS 79261 123393 ATLAS COPCO AB-SPONS ADR A 52798 71512 CANADIAN PACIFIC RAILWAY LTD 77342 110594 CSL LET SPONSORED ADR 104834 115107 DSV PANALPINA A S UNSP ADR 64840 95951 EXPERIAN PCL SPONS ADR 87013 103783 FERRARI NV 41521 58069 HDFC BANK LTD ADR 74610 112581 ICON PLC 31928 38216 LONZA GROUP AG UNSPON ADR 72673 75999 LULULEMON ATHLETICA INC 64362 82831 LYMH MOET HENNESSY UNSP ADR 67590 107517 MERCADOLIBRE INC 83678 167522 METTLER-TOLEDO INTERNATIONAL 45410 69520 NESTLE SA SPONS ADR 71735 76334 PERNOD RICARD SA UNSPON ADR 41993 54035 RESMED INC 76560 95652 SHOPIFY INC CLASS A 58315 80368 SIKA AG BR ADR 44604 66550 SMITH & NEPHEW PLC SPON ADR 62684 65068 STERIS PLC 53037 65960 TAIWAN SEMICONDUCTOR SP ADR 83331 160289 TENCENT HOLDINGS LTD UNS ADR 62335 76491 AGREE REALTY CORP 26986 27697 AMBARELLA INC 18738 30852 AMERICAN WOODMARK CORP 23427 41763 AMN HEALTHCARE SERVICES INC 39708 61220 ATLANTIC UNION BANKSHARES CO 28543 44996 BALCHEM CORP 33074 44129 BARNES GROUP INC 22945 31377 BENCHMARK ELECTRONICS INC 32575 41082 BOOT BARN HOLDINGS INC 22627 46872 BOTTOMLINE TECHNOLOGIES 17801 18301 CACI INTERNATIONAL INC CLA 33863 34657 CASS INFORMATION SYSTEMS INC 18610 19611 CHESAPEAKE UTILITIES CORP 22054 26836 COCA-COLA CONSOLIDATED INC 31116 33550 COMFORT SYSTEMS USA INC 18938 30122 CSW INDUSTRIALS INC 19852 33125 CTS CORP 22198 34948 DIODES INC 17369 26649 DORMAN PRODUCTS INC 38080 50877 EASTERLY GOVERNMENT PROPERTIES 45022 38573 ENERSYS 24193 33722 EXLSERVICE HOLDINGS INC 30042 41799 FORWARD AIR CORP 30074 47641 FRANKLIN ELECTRIC CO INC 30769 43948 G-LLL APPAREL GROUP LTD 15230 32429 GETTY REALTY CORP 25128 25612 HMS HOLDINGS CORP 25101 29584 ICF INTERNATIONAL INC 42949 48909 IDACORP INC 44016 46286 INTEGRA LIFESCIENCES HOLDING 56224 68166 J&J SNACK FOODS CORP 19242 23772 KAISER ALUMINUM CORP 32067 48164 KFORCE INC 23814 34009 KORN FERRY 19787 30276 LA-Z BOY INC 26746 44661 LHC GROUP INC 20422 30291 LITTLEFUSE INC 23158 39727 MARCUS & MILLICHAP INC 32138 42591 MEDPACE HOLDINGS INC 29402 47606 MERCANTILE BANK CORP 19139 23910 MOELIS & CO CLASS A 26616 39746 MOVADO GROUP INC 21608 29035 MTS SYSTEMS CORP 7304 23264 NEXSTAR MEDIA GROUP INC CL A 43333 58635 OLD NATIONAL BANKCORP 37457 47146 OLLIE'S BARGAIN OUTLET HOLDI 25187 28211 OMNICELL INC 31432 54609 ONTO INNOVATION INC 29188 43223 PACIRA BIOSCIENCES INC 16028 17713 PARSLEY ENERGY INC CLASS A 22231 33342 SELECTIVE INSURANCE GROUP 44805 60014 SILICON MOTION TECHNOL-ADR 28865 32068 SOUTH STATE CORP 36116 50972 SPS COMMERCE INC 10895 20849 STANDARD MOTOR PRODS 29311 30466 STEWART INFORMATION SYSTEMS 26660 33078 STIFEL FINANCIAL CORP 38749 64841 SYKES ENTERPRISES INC 17392 25088 TETRA TECH INC 21605 34734 UMB FINANCIAL CORP 21436 30770 UNITED BANKSHARES INC 29795 35899 UNITIL CORP 24684 23286 US DOLLAR JPM DEPOSIT SWEEP 135359 135359 US DOLLAR JPM DEPOSIT SWEEP 56601 56601 BERKSHIRE HATHAWAY INC CL-A 203006 9043190 FIDELITY 500 INDEX FD 11977288 15416382 HEALTH CARE SELECT SECTOR 1350363 1568308 INVESCO QQQ TRUST SERIES 1 1023029 1533875 VANGUARD FINANCIALS ETF 905146 1042848 ISHARES RUSSELL 1000 VALUE E 644555 776353 VANGUARD SMALL CAP ETF 2434139 3459464 FIDELITY INTL INDX INST PRM 4976967 5576281 OARKMARK INTERNATIONAL INST 2377264 2677893 MATTHEWS PACIFIC TIGER INST 1047511 1260078 ISHARES CORE MSCI EMERGING 2185785 2517459 12573642 12922678 0 0 LEGAL FEES 11290 2258 9032 INVESTMENTS OTHER 0 206000 206000 MISCELLANEOUS 1513 303 1210 OFFICE SUPPLIES AND EXPENSE 7178 1436 5742 TELEPHONE 1654 331 1323 ADP FEES 4819 964 3855 POSTAGE 663 133 530 INSURANCE 11476 2295 9181 OTHER INVESTMENT EXPENSE 231 231 0 MEALS AND ENTERTAINMENT 280 56 224 COMPUTERES 2096 419 1677 OTHER LIABILITY 142080 6215 INVESTMENT MANAGEMENT FEES 175215 175215 0 PROFESSIONAL FEES 73208 65208 8000 AUDIT EXPENSE 1600 320 1280 FOREIGN TAXES 106 106 0