2022-09-15T08:04:20-05:00 2021-12-31 061386456 T M BYXBEE COMPANY PC P O BOX 187169 HAMDEN CT 06518 990PF 2021-01-01 811535437 JOHN AND GWEN SMART FOUNDATION JOHN 3314015961 1001 WARRENVILLE ROAD 500 LISLE IL 605324306 WILL OSWALD DIRECTOR 3314015961 2022-08-16 1 WILL OSWALD XXX-XX-XXXX EDWARD F CLEARY P00651269 2032814933 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 82773937 X X 1660019 1660019 12233420 23418951 12233420 13893439 13893439 59132 19691 39441 3880 0 3880 16800 5594 11206 436710 436710 0 525244 350244 0 4800 1598 3202 4733 1602 3131 1051299 815439 60860 2900000 2900000 3951299 815439 2960860 9942140 13078000 314295 249989 249989 6991626 1043431 1043431 24884384 40839025 81480517 32190305 42132445 82773937 0 0 X 0 0 0 0 32190305 42132445 32190305 42132445 32190305 42132445 32190305 9942140 0 42132445 0 42132445 PUBLICLY TRADED SECURITIES ( RUANE CUNNIFF) P 11594747 5840403 5754344 5754344 PUBLICLY TRADED SECURITIES ( RUANE CUNNIFF) P 769222 814813 -45591 -45591 PUBLICLY TRADED SECURITIES ( RUANE CUNNIFF- WASH SALES DISALLOWED) P 2382 2382 PUBLICLY TRADED SECURITIES ( VANGUARD) P 7878726 3209239 4669487 4669487 PUBLICLY TRADED SECURITIES (FIRST MANHATTAN) P 978276 914716 63560 63560 PUBLICLY TRADED SECURITIES (FIRST MANHATTAN) P 2197980 408742 1789238 1789238 12233420 181784 0 181784 0 181784 168203 0 20000 0 188203 X 178 6241 6241 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 N/A THE FOUNDATION 3314015961 1001 WARRENVILLE ROAD 500 LISLE IL 605324306 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM OSWALD 1001 WARRENVILLE ROAD SUITE 500 LISLE IL 605324306 SECRETARY AND DIRECTOR 5.00 13566 0 0 ELLEN OSWALD 1001 WARRENVILLE ROAD SUITE 500 LISLE IL 605324306 TREASURER AND DIRECTOR 5.00 13566 0 0 NANCY SMART 1001 WARRENVILLE ROAD SUITE 500 LISLE IL 605324306 PRESIDENT AND DIRECTOR 10.00 32000 0 0 NONE 0 RUANE CUNNIFF & GOLDFARBINC 9 WEST 57TH STREET NEW YORK NY 10019 INVESTMENT MANAGEMENT 386064 0 0 77164900 504235 0 77669135 0 0 77669135 1165037 76504098 3825205 3825205 181784 181784 3643421 0 3643421 0 3643421 2960860 0 2960860 3643421 2905156 0 0 2960860 2905156 0 0 55704 0 0 0 0 0 0 0 0 3587717 0 0 0 X CALIFORNIA RANGELAND TRUST 1225 H ST SACRAMENTO CA 95814 NONE PC GENERAL OPERATIONS 200000 COASTAL RANCHES CONSERVANCY 317 EAST CARRILLO STREET SANTA BARBARA CA 93101 NONE PC GENERAL OPERATIONS 95000 CORNELL UNIVERSITY 1300 YORK AVENUE BOX 314 NEW YORK NY 10065 NONE PC WEILL CORNELL MEDICINE'S COVID 19 RESEARCH 70000 CREATIVITY EXPLORED 3245 16TH STREET SAN FRANCISCO CA 94103 NONE PC GENERAL OPERATIONS 105000 DAY ONE NEW YORK INC 1111 PARK PLACE STE 701 NEW YORK NY 10007 NONE PC GENERAL OPERATIONS 15000 ECHOING GREEN 462 SEVENTH AVE THIRTEENTH FLOOR NEW YORK NY 10018 NONE PC GENERAL OPERATIONS 40000 KQED 2601 MARIPOSA STREET SAN FRANCISCO CA 94110 NONE PC GENERAL SUPPORT 60000 MAPS 1115 MISSION STREET SANTA CRUZ CA 95060 NONE PC GENERAL OPERATIONS 200000 NY WOMENS' FOUNDATION 39 BROADWAY 23RD FLOOR NEW YORK NY 10006 NONE PC GENERAL OPERATIONS 250000 POOR PEOPLES RADIO- KPOO PO BOX 156650 SAN FRANCISCO CA 94115 NONE PC GENERAL OPERATIONS 35000 SANTA BARBARA BIRD SANCTUARY 1770 OCEAN OAKS ROAD CARPINTERIA CA 93013 NONE PC GENERAL SUPPORT 75000 SANTA BARBARA BOTANICAL GARDENS 1212 MISSION CANYON ROAD SANTA BARBARA CA 93105 NONE PC GENERAL SUPPORT 150000 STANFORD UNIVERSITY 557 ESCONDIDO MALL SUITE 102 STANFORD CA 94305 NONE PC ALAN MORGAN STANDISH LIBRARY FUND 100000 STANFORD UNIVERSITY 485 BROADWAY MC 5470 REDWOOD CITY CA 94063 NONE PC METASTATIC BREAST CANCER RESEARCH 365000 STANFORD UNIVERSITY 485 BROADWAY MC 5470 REDWOOD CITY CA 94063 NONE PC NEUROSCIENCE RESEARCH 70000 STANFORD UNIVERSITY 485 BROADWAY MC 5470 REDWOOD CITY CA 94063 NONE PC PARKINSON'S RESEARCH 260000 STANFORD UNIVERSITY 485 BROADWAY MC 5470 REDWOOD CITY CA 94063 NONE PC BRONTE-STEWARTS PARKINSONS RESEARCH 170000 THE NATURE CONSERVANCY 201 MISSION STREET 4TH FLOOR SAN FRANCISCO CA 94105 NONE PC JALAMA CREEK WATERSHED 150000 THREE JEWELS OUTREACH CENTER INC 3 MENKE ROAD BOVINA CENTER NY 13740 NONE PC GENERAL OPERATIONS 50000 USHER III INITIATIVE 191 N WACKER SUITE 1790 CHICAGO IL 60606 NONE PC GENERAL OPERATIONS 300000 WOMEN IN NEED INC ONE STATE STREET PLAZA 18TH FLOOR NEW YORK NY 10004 NONE PC GENERAL OPERATIONS 50000 ROGOSIN INSTITUTE INC 504-506 E 74TH ST STE 1W NEW YORK NY 10021 NONE PC GENERAL OPERATIONS 90000 2900000 0 14 1660019 18 12233420 0 13893439 0 13893439 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 16800 5594 11206 PART VII-B, LINE 1A(4) IN 2021 THE JOHN AND GWEN SMART FOUNDATION ("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. ALPHABET INC CAP STK CL C 466419 3411543 ANTHEM INC COM STK 1970624 2539272 BERKSHIRE HATHAWAY INC DEL CL A 359165 20730452 BERKSHIRE HATHAWAY INC DEL CL B NEW 10962 629694 CARMAX INC COM 1419127 2799815 CONSTELLATION SOFTWARE INC COM ISIN#CA21037X1006 440336 2016174 CREDIT ACCEP CORP MICH COM 634386 1875303 DISNEY WALT CO DISNEY COM 1084162 1328492 EUROFINS SCIENTIFIC SE ACT ISIN#FR0014000MR3 570663 1630583 INTERCONTINENTAL EXCHANGE INC COM 1040936 1452634 JACOBS ENGR GROUP INC COM 366274 1241792 LIBERTY BROADBAND CORP COM SER A 202809 367978 LIBERTY BROADBAND CORP COM SER C 898482 1375472 LIBERTY MEDIA CORP DEL COM SER A FORMULA ONE 175729 246854 LIBERTY MEDIA CORP DEL COM SER C FORMULA ONE 794191 1873295 META PLATFORMS INC CL A 1688844 2788678 MICRON TECHNOLOGY INC COM 1968931 2234575 NETFLIX INC COM 1150969 1416939 PROSUS N V BEARER AND REGISTERED SHS N ISIN#NL0013654783 1400903 1441955 ROLLS-ROYCE HOLDINGS PLC LONDON SHS ISIN#GB00B63H8491 1080588 1074529 SCHWAB CHARLES CORP NEW COM 769615 2159688 TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003 1359312 2568739 UNITEDHEALTH GROUP INC COM 1620901 2866215 UNIVERSAL MUSIC GROUP N V BEARER AND REGISTERED SHS ISIN#NL0015000IY2 1737609 1782217 WAYFAIR INC CL A 1675024 1859616 VANGUARD S&P 500 15952064 17768013 LEGAL FEES 3880 0 3880 MISC EXPENSES 15 5 10 MEMBERSHIPS 780 260 520 INSURANCE 3900 1299 2601 OTHER INVESTMENT EXPENSE 38 38 0 INVESTMENT MANAGEMENT FEES 429794 429794 0 INVESTMENT CUSTODIAN FEES 6916 6916 0 FOREIGN TAXES 350244 350244 0 INVESTMENT INCOME EXCISE TAX 175000 0 0