2023-10-17T08:16:59-05:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-01-01 832850550 The Anthony and Susan Consigli Foundation Inc % Foundation Source ANTH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 SUSAN CONSIGLI PRESIDENT 8008391754 2023-09-25 true SUSAN CONSIGLI 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 13855841 X 5920554 669 669 195485 195485 -107337 6252495 991568 6009371 1187722 0 49466 49466 26400 26264 26264 102130 49466 26264 111700 111700 213830 49466 137964 5795541 1138256 204663 328412 328412 8789253 14461045 13527429 8993916 14789457 13855841 0 0 X 8993916 14789457 8993916 14789457 8993916 14789457 8993916 5795541 14789457 14789457 Publicly-traded Securities 6252495 5260927 991568 991568 991568 15822 15822 15822 1863 0 14400 16263 X 0 441 441 false false false false false false false true true MA true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Anthony M Consigli Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Christina Consigli Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Sec 1.0 0 0 0 Susan Consigli Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Emily Elshoff Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 8446640 286252 0 8732892 0 8732892 130993 8601899 430095 430095 15822 15822 414273 414273 414273 137964 0 0 0 0 137964 414273 2020 2019 2018 28486 93321 36286 158093 137964 137964 0 158093 158093 118216 Susan Consigli ANTHONY M CONSIGLI X INTERNATIONAL INSTITUTE OF NEW ENGLAND INC 2 BOYLSTON ST STE 3 BOSTON MA 02116 N/A PC General & Unrestricted 10000 NEW HOPE INC 247 MAPLE ST ATTLEBORO MA 02703 N/A PC General & Unrestricted 10000 PRESIDENT AND FELLOWS OF HARVARD COLLEGE PO BOX 419209 BOSTON MA 02241 N/A PC Faculty of Arts and Sciences - Harvard College Fund 50000 SEVEN HILLS FOUNDATION INC 81 HOPE AVE WORCESTER MA 01603 N/A PC Sierra Leone /Zion Ministries Fund for fencing, security guard, maintenance and repair, annual cost librarian, assistant, replace dining hall roof on Bandawa campus 31700 VIRGINIA TECH FOUNDATION INC 902 PRICES FORK RD STE 4500 BLACKSBURG VA 24061 N/A PC funds for The Market of Virginia Tech 10000 111700 14 669 14 195485 18 -107337 88817 88817 false false false false false false false false false false X X 1 Consigli Anthony M 111 Purchase Street Milford MA 01757 5920554 X 1 ABBVIE INC ABBV, 49 sh. 7933 2022-12-16 1 AUTOMATIC DATA PROCESSING INC ADP, 25 sh. 6155 2022-12-16 1 CHIPOTLE MEX GRILL CMG, 1 sh. 1467 2022-12-16 1 THE COCA-COLA CO KO, 68 sh. 4266 2022-12-16 1 MICROSOFT CORP MSFT, 132 sh. 32561 2022-12-16 1 TEXAS INSTRUMENTS INC TXN, 20 sh. 3375 2022-12-16 1 UNITEDHEALTH GROUP INC UNH, 5 sh. 2604 2022-12-16 1 VERISK ANALYTICS, INC VRSK, 14 sh. 2463 2022-12-16 1 ARES MANAGEMENT CORPORATION ARES, 82 sh. 5493 2022-12-19 1 ALCON INC ALC, 284 sh. 19039 2022-12-19 1 ARCH CAPITAL GROUP LTD ACGL, 402 sh. 24540 2022-12-19 1 AON PLC CL A AON, 17 sh. 5059 2022-12-19 1 DEUTSCHE BOERSE ADR DBOEY, 15 sh. 261 2022-12-19 1 LVMH-MOET HNSY L VUTN LVMHF, 5 sh. 3646 2022-12-19 1 TOTALENERGIES SE TTE, 344 sh. 20673 2022-12-19 1 ABB ORD SHS ABLZF, 202 sh. 6094 2022-12-19 1 AIRBUS GROUP EADSY, 17 sh. 499 2022-12-19 1 KERING UNSPON ADR EA REPR 0.1 ORD PPRUY, 4 sh. 206 2022-12-19 1 JARDINE MATHESON UNS/ADR JMHLY, 51 sh. 2555 2022-12-19 1 ST MICROELEC SIC STMEF, 21 sh. 771 2022-12-19 1 CALRSBERG AS SP ADR REP B CABGY, 48 sh. 1243 2022-12-19 1 BRITISH AMERICAN TOBACCO PLC BTI, 226 sh. 9273 2022-12-19 1 SAFRAN S.A. ORD SHS SAFRF, 4 sh. 123 2022-12-19 1 GENMAB A/S SPON GMAB, 24 sh. 1038 2022-12-19 1 SMC CORPORATION SMCAY, 7 sh. 153 2022-12-19 1 DBS GROUP HLDGS SPON ADR DBSDY, 919 sh. 91055 2022-12-19 1 ESSILOR INTL ADR ESLOY, 104 sh. 9461 2022-12-19 1 ASTRAZENECA PLC ORD AZNCF, 399 sh. 26950 2022-12-19 1 HERMES INTL 10 ADR HESAY, 4 sh. 627 2022-12-19 1 KONINKLIJKE KPN NV KKPNF, 717 sh. 2223 2022-12-19 1 ASSA ABLOY UNSP/ADR ASAZY, 95 sh. 1044 2022-12-19 1 ANHEUSER BUSCH COS INC BUD, 80 sh. 4760 2022-12-19 1 DNB BANK ASA DNBBY, 121 sh. 2275 2022-12-19 1 XYLEM INC XYL, 298 sh. 32559 2022-12-19 1 WILLIAMS COS WMB, 61 sh. 1966 2022-12-19 1 ASAHI KASEI CORP AHKSF, 418 sh. 2978 2022-12-19 1 IBERDROLA ADR IBDRY, 87 sh. 3978 2022-12-19 1 NESTLE S.A NSRGY, 49 sh. 5680 2022-12-19 1 AIA GROUP LTD ADR AAGIY, 1099 sh. 47208 2022-12-19 1 ASML HLDG NV ORD SHS ASMLF, 4 sh. 2277 2022-12-19 1 CIE FINANCIERE RICH CFRHF, 36 sh. 4582 2022-12-19 1 NOVO NORDISK A/S NONOF, 28 sh. 3652 2022-12-19 1 VAIL RESORTS INC MTN, 8 sh. 1982 2022-12-19 1 VERISIGN INC VRSN, 5 sh. 1004 2022-12-19 1 VERISK ANALYTICS, INC VRSK, 26 sh. 4518 2022-12-19 1 VULCAN MATERIALS CO VMC, 219 sh. 38650 2022-12-19 1 ENGIE ENGIY, 717 sh. 10622 2022-12-19 1 DAIICHI SANKYO CO LTD SPONSORED ADR LEV DSNKY, 352 sh. 11361 2022-12-19 1 TEXAS INSTRUMENTS INC TXN, 66 sh. 11085 2022-12-19 1 TRANSDIGM GRP INC TDG, 50 sh. 30276 2022-12-19 1 HOWARD HUGHES CORPORATION HHC, 28 sh. 2137 2022-12-19 1 TFI INTERNATIONAL TFII, 39 sh. 4046 2022-12-19 1 UNITED PARCEL SERVICE UPS, 6 sh. 1070 2022-12-19 1 US BANCORP USB, 83 sh. 3497 2022-12-19 1 SEMPRA ENERGY COM SRE, 302 sh. 47471 2022-12-19 1 SAFRAN SA - UNSPON ADR SAFRY, 352 sh. 10859 2022-12-19 1 SUNCOR ENERGY INC SU, 1944 sh. 58019 2022-12-19 1 SUMMIT MATERIALS INC SUM, 67 sh. 2032 2022-12-19 1 SBA COMMUNICATIONS CORP SBAC, 83 sh. 23116 2022-12-19 1 STARBUCKS CORP COM SBUX, 95 sh. 9336 2022-12-19 1 PROCTER GAMBLE CO PG, 289 sh. 44305 2022-12-19 1 PROGRESSIVE CORP OHIO PGR, 189 sh. 24012 2022-12-19 1 REALTY INCOME CORP O, 133 sh. 8648 2022-12-19 1 ROPER INDUSTRIES ROP, 56 sh. 23787 2022-12-19 1 ROSS STORES, INC ROST, 14 sh. 1604 2022-12-19 1 RPM INTERNATIONAL INC RPM, 502 sh. 49545 2022-12-19 1 PNC FINANCIAL GROUP INC PNC, 39 sh. 5879 2022-12-19 1 PNC FINANCIAL GROUP INC PNC, 25 sh. 3769 2022-12-19 1 PHILLIPS 66 PSX, 188 sh. 18984 2022-12-19 1 PHILLIPS 66 PSX, 459 sh. 46350 2022-12-19 1 PEPSICO INC PEP, 414 sh. 75311 2022-12-19 1 PROCTER GAMBLE CO PG, 360 sh. 55190 2022-12-19 1 NEXTERA ENERGY, INC NEE, 546 sh. 45657 2022-12-19 1 NOVOCURE LTD NVCR, 52 sh. 3857 2022-12-19 1 NOVO NORDISK A S NVO, 184 sh. 23998 2022-12-19 1 O'REILLY AUTOMOTIVE INC ORLY, 72 sh. 59008 2022-12-19 1 PARKER HANNIFIN CP PH, 54 sh. 15403 2022-12-19 1 PAYCHEX PAYX, 224 sh. 25943 2022-12-19 1 MCDONALD'S CORP MCD, 211 sh. 56241 2022-12-19 1 MICROSOFT CORP MSFT, 28 sh. 6775 2022-12-19 1 MICROSOFT CORP MSFT, 148 sh. 35810 2022-12-19 1 MICROCHIP TECHNOLOGY INC MCHP, 167 sh. 11977 2022-12-19 1 MICROCHIP TECHNOLOGY INC MCHP, 24 sh. 1721 2022-12-19 1 MERCK & CO INC MRK, 853 sh. 93348 2022-12-19 1 MERCK & CO INC MRK, 121 sh. 13242 2022-12-19 1 MONDELEZ INTERNATIONAL INC MDLZ, 971 sh. 63969 2022-12-19 1 MEDTRONIC PLC MDT, 2 sh. 154 2022-12-19 1 MARKEL CORP MKL, 30 sh. 37941 2022-12-19 1 MARSH AND MCLENNAN COMPANIES INC MMC, 318 sh. 52282 2022-12-19 1 L'OREAL ADR LRLCY, 41 sh. 2910 2022-12-19 1 MARTIN MARIETTA MATLS INC MLM, 48 sh. 16547 2022-12-19 1 MARTIN MARIETTA MATLS INC MLM, 15 sh. 5171 2022-12-19 1 MITSUBISHI UFJ FINANCIAL GROUP INC ADR MUFG, 879 sh. 4900 2022-12-19 1 MERCADOLIBRE, INC MELI, 1 sh. 870 2022-12-19 1 MSCI INC MSCI, 5 sh. 2336 2022-12-19 1 LIVE NATION INC COM LYV, 28 sh. 1925 2022-12-19 1 LIBERTY MEDIA CORPORATION - SER A FWONA, 19 sh. 985 2022-12-19 1 LIBERTY MEDIA CORPORATION - SER C FWONK, 264 sh. 15262 2022-12-19 1 LENNAR CORP LEN, 152 sh. 13860 2022-12-19 1 LENNAR CORP LEN, 6 sh. 547 2022-12-19 1 ELI LILLY & CO LLY, 64 sh. 22858 2022-12-19 1 FLEXSHARES STOXX GLOBAL BROAD INFRAS NFRA, 915 sh. 45773 2022-12-19 1 ISHARES EDGE MSCI INTL MOMENTUM FACTOR IMTM, 721 sh. 21998 2022-12-19 1 ISHARES EDGE MSCI INTL QUALITY FACTOR IQLT, 1552 sh. 50153 2022-12-19 1 KENNEDY WILSON HOLDINGS INC KW, 36 sh. 560 2022-12-19 1 LVMH MOET HENN UNSP LVMUY, 266 sh. 38700 2022-12-19 1 LOCKHEED MARTIN CORP LMT, 76 sh. 36781 2022-12-19 1 MARKET VECTORS AGRIBUSINESS ETF MOO, 810 sh. 69283 2022-12-19 1 DB X TRACKERS MSCI EAFE HEDGED EQUITY F DBEF, 959 sh. 31158 2022-12-19 1 ISHARES MSCI-JAPAN EWJ, 70 sh. 3805 2022-12-19 1 ISHARES CORE MSCI EAFE ETF IEFA, 980 sh. 62308 2022-12-19 1 ISHARES MSCI USA MOMENTUM FACTOR MTUM, 285 sh. 41110 2022-12-19 1 ISHARES EDGE MSCI USA SIZE FACTOR ETF SIZE, 1360 sh. 153673 2022-12-19 1 HOME DEPOT INC HD, 57 sh. 18181 2022-12-19 1 ILLINOIS TOOL WORKS ITW, 89 sh. 19386 2022-12-19 1 ICICI BK LTD ADS IBN, 1144 sh. 25162 2022-12-19 1 ISHARES MSCI USA QUALITY FACTOR QUAL, 1025 sh. 116696 2022-12-19 1 ISHARES RUSSELL TOP 200 ETF IWL, 1450 sh. 130181 2022-12-19 1 VANGARD RUSSELL 1000 GROWTH VONG, 1280 sh. 71104 2022-12-19 1 HEICO CORP HEI, 131 sh. 19764 2022-12-19 1 HANNOVER RUCKVISCG SP/ADR HVRRY, 278 sh. 26924 2022-12-19 1 HDFC BANK LTD ADR HDB, 80 sh. 5503 2022-12-19 1 HDFC BANK LTD ADR HDB, 156 sh. 10731 2022-12-19 1 HYATT HOTELS CORP H, 123 sh. 11675 2022-12-19 1 HILTON WORLDWIDE HOLDINGS, INC HLT, 326 sh. 42422 2022-12-19 1 VANGUARD WORLD FUND ETF MEGA CAP 300 VA MGV, 6017 sh. 613313 2022-12-19 1 ISHARES S&P GLOBAL TIMBER & FORESTRY ID WOOD, 485 sh. 35422 2022-12-19 1 INVESCO S&P GLOBAL WATER INDEX ETF CGW, 1040 sh. 48563 2022-12-19 1 INVESCO WILDERHILL CLEAN ENERGY ETF PBW, 705 sh. 28845 2022-12-19 1 GEN DYNAMICS CP GD, 183 sh. 45157 2022-12-19 1 HONEYWELL INTL HON, 45 sh. 9466 2022-12-19 1 VANGUARD FTSE EUROPEAN ETF VGK, 902 sh. 49790 2022-12-19 1 VANGUARD DIVIDEND APPRECIATION ETF VIG, 2312 sh. 350199 2022-12-19 1 ISHARES MSCI USA MIN VOLATILITY USMV, 2301 sh. 171217 2022-12-19 1 INVESCO MSCI SUSTAINABLE FUTURE ETF ERTH, 870 sh. 42895 2022-12-19 1 SPDR PORTFOLIO EMERGING MARKETS ETF SPEM, 1548 sh. 52833 2022-12-19 1 REAL ESTATE SELECT SECTOR SPDR XLRE, 4000 sh. 146940 2022-12-19 1 FIDELITY NATIONAL FINANCIAL INC FNF, 20 sh. 734 2022-12-19 1 GLOBAL X MLP & ENERGY INFRASTRUCTURE ET MLPX, 1730 sh. 69096 2022-12-19 1 ISHARES GOLD TR IAU, 8285 sh. 283720 2022-12-19 1 ISHARES MSCI CANADA INDEX FD EWC, 1747 sh. 56507 2022-12-19 1 VANGUARD LG-CAP ETF VV, 771 sh. 134582 2022-12-19 1 VANGUARD ENERGY ETF VDE, 830 sh. 96674 2022-12-19 1 DOMINOS PIZZA INC DPZ, 16 sh. 5724 2022-12-19 1 DOLLAR GENERAL CORP DG, 106 sh. 26023 2022-12-19 1 ESAB CORP ESAB, 5 sh. 235 2022-12-19 1 EQUITY LIFESTYLE PRP ELS, 65 sh. 4167 2022-12-19 1 EATON CORP PLC ETN, 129 sh. 20041 2022-12-19 1 FASTENAL COMPANY FAST, 89 sh. 4263 2022-12-19 1 CINCINNATI FINANCIAL CORP CINF, 72 sh. 7314 2022-12-19 1 CISCO SYSTEMS INC CSCO, 337 sh. 16024 2022-12-19 1 THE COCA-COLA CO KO, 690 sh. 43429 2022-12-19 1 CULLEN FROST BANKERS INC CFR, 244 sh. 30811 2022-12-19 1 DANAHER CORP DHR, 62 sh. 16138 2022-12-19 1 DIAGEO PLC ADS DEO, 225 sh. 40481 2022-12-19 1 COTERRA ENERGY INC CTRA, 2019 sh. 49435 2022-12-19 1 CANADIAN NATL RAILWAY CO CNI, 362 sh. 43833 2022-12-19 1 COLFAX CORPORATION CFX, 6 sh. 313 2022-12-19 1 COSTAR GROUP, INC CSGP, 182 sh. 14159 2022-12-19 1 CHEVRON CORP CVX, 381 sh. 64593 2022-12-19 1 CARMAX INC KMX, 114 sh. 6813 2022-12-19 1 BROOKFIELD INFRASTRUCTURE ORD SHS CLASS BIPC, 568 sh. 23081 2022-12-19 1 BROWN & BROWN INC BRO, 232 sh. 12893 2022-12-19 1 BEIGENE LTD BGNE, 2 sh. 397 2022-12-19 1 BROWN FORMAN CORP CL B BF-B, 8 sh. 527 2022-12-19 1 CORTEVA INC CTVA, 795 sh. 47024 2022-12-19 1 COPART INC CPRT, 736 sh. 44664 2022-12-19 1 ARGENX SE ARGX, 57 sh. 21608 2022-12-19 1 AMERIPRISE FINANCIAL INC AMP, 108 sh. 33327 2022-12-19 1 AMGEN INC AMGN, 46 sh. 12253 2022-12-19 1 AUTODESK, INC ADSK, 45 sh. 8570 2022-12-19 1 AUTOMATIC DATA PROCESSING INC ADP, 169 sh. 41469 2022-12-19 1 BROADCOM INC AVGO, 89 sh. 49048 2022-12-19 1 ACCENTURE PLC ACN, 23 sh. 5962 2022-12-19 1 ASHTEAD GROUP PLC ASHTY, 8 sh. 1876 2022-12-19 1 PROLOGIS PLD, 116 sh. 13016 2022-12-19 1 ASML HOLDING NV NY REG SHS ASML, 12 sh. 6831 2022-12-19 1 ABBVIE INC ABBV, 397 sh. 63975 2022-12-19 1 ANGLO AM PLC ADR NGLOY, 274 sh. 5183 2022-12-19 1 AON PLC CL A AON, 124 sh. 36904 2022-12-19 1 AON PLC CL A AON, 28 sh. 8333 2022-12-19 1 AIR PRODS & CHEM INC APD, 228 sh. 71695 2022-12-19 1 AIR PRODS & CHEM INC APD, 40 sh. 12578 2022-12-19 1 ASTRAZENECA AZN, 518 sh. 34988 2022-12-19 1 AGILENT TECHNOLOGIES INC A, 87 sh. 12849 2022-12-19 ABERDEEN BLOOMBERG ALL COMMODI 62699 56165 ASG MANAGED FUTURES STRATEGY F 189160 174449 BLACKROCK EVENT DRIVEN EQUITY 270717 267750 BNY MELLON GLOBAL REAL RETURN 277188 252658 CALAMOS MARKET NEUTRAL FD CL I 274314 267555 CATALYST MILLBURN HEDGE STRATE 185969 179309 DB X TRACKERS MSCI EAFE HEDGED 189400 172334 DOUBLELINE TOTAL RETURN BOND 198582 188108 FEDERATED INSTI HIGH YIELD BD 46458 44412 FLEXSHARES STOXX GLOBAL BROAD 36268 34430 GLOBAL X MLP & ENERGY INFRASTR 38673 41697 GOTHAM ABSOLUTE RETURN FUND 247219 245218 INVESCO BALANCED RISK ALLOCATI 131913 133536 INVESCO MSCI SUSTAINABLE FUTUR 31851 27665 INVESCO S&P GLOBAL WATER INDEX 30243 27273 INVESCO TAXABLE MUNICIPAL BOND 154224 143667 INVESCO WILDERHILL CLEAN ENERG 27370 21235 ISHARE SP SMALL CAP 600 INDEX 361950 331524 ISHARES CORE MSCI EAFE ETF 572265 519317 ISHARES EDGE MSCI INTL MOMENTU 128177 115921 ISHARES EDGE MSCI INTL QUALITY 316652 288465 ISHARES EDGE MSCI USA SIZE FAC 694134 663273 ISHARES GOLD TR 165600 167208 ISHARES MSCI CANADA INDEX FD 216343 202926 ISHARES MSCI CHINA A ETF 99367 87791 ISHARES MSCI EMERGING MARKETS 290957 259518 ISHARES MSCI GLBL SEL MTLS & M 29932 27511 ISHARES MSCI INDIA ETF 29434 28801 ISHARES MSCI USA MIN VOLATILIT 279118 265040 ISHARES MSCI USA MOMENTUM FACT 282671 266176 ISHARES MSCI USA QUALITY FACTO 859069 796125 ISHARES MSCI-JAPAN 226955 202408 ISHARES RUSSELL TOP 200 ETF 806016 732266 ISHARES S&P GLOBAL TIMBER & FO 22887 20661 ISHARES ULTRA SHORT TERM BOND 167064 166783 MARKET VECTORS AGRIBUSINESS ET 43440 41375 NEUBERGER BERMAN ALTRNTIVE FDS 262539 245156 PERMANENT PT 252407 245539 PIMCO INCOME FUND P CLASS 184239 177854 REAL ESTATE SELECT SECTOR SPDR 103584 89592 ROBECO BOSTON PARTNERS LONG SH 187031 178330 SCHWAB FUNDAMENTAL EM MARKETS 146450 144542 SCHWAB FUNDAMENTAL INTL LARGE 174457 173548 SCHWAB INTERMEDIATE US TRS ETF 157807 155271 SCHWAB US TIPS 84193 76287 SPDR BLACKSTONE/GSO SENIOR LOA 68646 66749 SPDR PORTFOLIO EMERGING MARKET 260751 230720 VANGARD RUSSELL 1000 GROWTH 935072 799626 VANGUARD DIVIDEND APPRECIATION 754754 729487 VANGUARD ENERGY ETF 51237 62944 VANGUARD FTSE EUROPEAN ETF 284674 259182 VANGUARD LG-CAP ETF 1103779 998689 VANGUARD SHORT TERM CORPORATE 171076 166621 VANGUARD WORLD FUND ETF MEGA C 1057692 1065628 WISDOMTREE EMERGING MARKETS 236378 201114 Administrative Fees 26210 26210 State or Local Filing Fees 54 54 Investment Management Services 49466 49466 990-PF Estimated Tax for 2022 1800 990-PF Extension for 2021 24600