2022-11-11T22:04:10-06:00 2021-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2021-01-01 832850550 The Anthony and Susan Consigli Foundation Inc % SUSAN M CONSIGLI ANTH 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 SUSAN CONSIGLI PRESIDENT 5084733130 2022-11-10 true SUSAN CONSIGLI 999009999 Jeffrey D Haskell P01345770 8008391754 2021 2022-09-23 18:48:47Z X 9488191 X 7714273 68 68 46017 46017 -495378 4995300 2307142 7264980 2353227 0 13128 13128 12220 14037 150 13887 39385 13278 13887 128800 128800 168185 13278 142687 7096795 2339949 90077 204663 204663 1807044 8789253 9283528 1897121 8993916 9488191 0 0 X 1897121 8993916 1897121 8993916 1897121 8993916 1897121 7096795 8993916 8993916 Publicly-traded Securities 4995300 2688158 2307142 2307142 2307142 32525 32525 32525 7988 0 24600 32588 X 0 63 63 false false false false false false false true true MA true false false false false true SUSAN M CONSIGLI 5084733130 111 Purchase Street Milford MA 017571152 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 2742458 78376 0 2820834 0 2820834 42313 2778521 138926 138926 32525 32525 106401 106401 106401 142687 0 0 0 0 142687 106401 2019 2018 2017 28486 93321 121807 142687 106401 36286 158093 0 158093 28486 93321 36286 Susan Consigli ANTHONY M CONSIGLI X DAILY BREAD FOOD PANTRY INC PO BOX 122 MILFORD MA 01757 N/A PC General & Unrestricted 5000 NEW ENGLAND CHAPEL PO BOX A FRANKLIN MA 02038 N/A PC NEC Building Campaign 50000 NEW HOPE INC 247 MAPLE ST ATTLEBORO MA 02703 N/A PC General & Unrestricted 10000 NORMAN ROCKWELL MUSEUM AT STOCKBRIDGE INC 9 GLENDALE RD STOCKBRIDGE MA 01262 N/A PC General & Unrestricted 8800 PRESIDENT AND FELLOWS OF HARVARD COLLEGE PO BOX 419209 BOSTON MA 02241 N/A PC Faculty of Arts and Sciences - Harvard College Fund 50000 ST PETERS BY THE SEA PROTESTANT EPISCOPAL CHURCH PO BOX 693 CAPE NEDDICK ME 03902 N/A PC General & Unrestricted 5000 128800 14 68 14 46017 18 -495378 -449293 -449293 false false false false false false false false false false X X 1 Consigli Anthony M 111 Purchase Street Milford MA 01757 7714273 X 1 CAPITAL ONE FINANCIAL CORP COF, 296 sh. 42919 2021-12-19 1 AUTOMATIC DATA PROCESSING INC ADP, 54 sh. 12463 2021-12-19 1 MICROSOFT CORP MSFT, 325 sh. 104353 2021-12-19 1 JP MORGAN CHASE JPM, 215 sh. 33815 2021-12-19 1 PEPSICO INC PEP, 24 sh. 4085 2021-12-19 1 MARSH AND MCLENNAN COMPANIES INC MMC, 38 sh. 6405 2021-12-19 1 MICROCHIP TECHNOLOGY INC MCHP, 1028 sh. 87005 2021-12-19 1 QUALCOMM INC QCOM, 279 sh. 49542 2021-12-19 1 MCDONALD'S CORP MCD, 16 sh. 4206 2021-12-19 1 US BANCORP USB, 77 sh. 4338 2021-12-19 1 SUNCOR ENERGY INC SU, 160 sh. 3722 2021-12-19 1 DANAHER CORP DHR, 195 sh. 61330 2021-12-19 1 HOME DEPOT INC HD, 76 sh. 29845 2021-12-19 1 ABBOTT LABS ABT, 253 sh. 34934 2021-12-19 1 IDEXX CORP IDXX, 35 sh. 21491 2021-12-19 1 LENNAR CORP LEN, 765 sh. 81568 2021-12-19 1 MOODYS CORP MCO, 13 sh. 5129 2021-12-19 1 METTLER-TOLEDO INTL MTD, 18 sh. 28175 2021-12-19 1 MARTIN MARIETTA MATLS INC MLM, 199 sh. 87385 2021-12-19 1 COPART INC CPRT, 116 sh. 16736 2021-12-19 1 BROWN & BROWN INC BRO, 379 sh. 25160 2021-12-19 1 CINCINNATI FINANCIAL CORP CINF, 316 sh. 36234 2021-12-19 1 ILLINOIS TOOL WORKS ITW, 20 sh. 4834 2021-12-19 1 UNITEDHEALTH GROUP INC UNH, 52 sh. 25467 2021-12-19 1 STARBUCKS CORP COM SBUX, 56 sh. 6161 2021-12-19 1 ASML HOLDING NV NY REG SHS ASML, 66 sh. 49565 2021-12-19 1 ACCENTURE PLC ACN, 134 sh. 53327 2021-12-19 1 EATON CORP PLC ETN, 133 sh. 22225 2021-12-19 1 PROLOGIS PLD, 218 sh. 35521 2021-12-19 1 NEXTERA ENERGY, INC NEE, 192 sh. 17578 2021-12-19 1 PAYCHEX PAYX, 109 sh. 13576 2021-12-19 1 O'REILLY AUTOMOTIVE INC ORLY, 64 sh. 43642 2021-12-19 1 ELI LILLY & CO LLY, 206 sh. 55826 2021-12-19 1 ESTEE LAUDER COMPANIES INC EL, 69 sh. 24329 2021-12-19 1 PNC FINANCIAL GROUP INC PNC, 436 sh. 86463 2021-12-19 1 ANSYS INC ANSS, 29 sh. 11543 2021-12-19 1 INTUIT INTU, 62 sh. 38562 2021-12-19 1 ARCH CAPITAL GROUP LTD ACGL, 121 sh. 5260 2021-12-19 1 DIAGEO PLC ADS DEO, 59 sh. 12449 2021-12-19 1 PARKER HANNIFIN CP PH, 39 sh. 11991 2021-12-19 1 SUN COMMUNITIES INC SUI, 26 sh. 5209 2021-12-19 1 CULLEN FROST BANKERS INC CFR, 211 sh. 26564 2021-12-19 1 BROOKFIELD ASSET MANAGEMENT CL A BAM, 970 sh. 55688 2021-12-19 1 ICICI BK LTD ADS IBN, 380 sh. 7159 2021-12-19 1 ADOBE SYSTEMS, INC ADBE, 93 sh. 51714 2021-12-19 1 SALESFORCE.COM CRM, 17 sh. 4256 2021-12-19 1 AUTODESK, INC ADSK, 31 sh. 8487 2021-12-19 1 NOVO NORDISK A S NVO, 307 sh. 34244 2021-12-19 1 NOVO NORDISK A S NVO, 516 sh. 57557 2021-12-19 1 FASTENAL COMPANY FAST, 331 sh. 20742 2021-12-19 1 ROPER INDUSTRIES ROP, 5 sh. 2403 2021-12-19 1 VULCAN MATERIALS CO VMC, 79 sh. 16172 2021-12-19 1 CROWN CASTLE INTL CCI, 153 sh. 30902 2021-12-19 1 CARMAX INC KMX, 129 sh. 17649 2021-12-19 1 STMICROELECTRONICS STM, 87 sh. 4052 2021-12-19 1 NESTLE SA CHAM ET VE OTC NSRGF, 66 sh. 9067 2021-12-19 1 L'OREAL ADR LRLCY, 288 sh. 26729 2021-12-19 1 NVIDIA CORP NVDA, 304 sh. 86157 2021-12-19 1 VAIL RESORTS INC MTN, 73 sh. 23464 2021-12-19 1 CANADIAN NATL RAILWAY CO CNI, 48 sh. 6153 2021-12-19 1 HDFC BANK LTD ADR HDB, 98 sh. 6227 2021-12-19 1 AMERIPRISE FINANCIAL INC AMP, 177 sh. 52384 2021-12-19 1 TWITTER INC TWTR, 190 sh. 8138 2021-12-19 1 NETFLIX INC NFLX, 7 sh. 4112 2021-12-19 1 FIRST REPUBLIC BANK FRC, 69 sh. 13928 2021-12-19 1 CHIPOTLE MEX GRILL CMG, 17 sh. 28695 2021-12-19 1 LIVE NATION INC COM LYV, 286 sh. 29570 2021-12-19 1 TRANSDIGM GRP INC TDG, 30 sh. 17412 2021-12-19 1 HOYA CORP HOCPF, 19 sh. 2828 2021-12-19 1 GARTNER INC IT, 79 sh. 25276 2021-12-19 1 COGNEX CORPORATION CGNX, 33 sh. 2517 2021-12-19 1 EAST WEST BANCORP, INC EWBC, 273 sh. 20794 2021-12-19 1 VANGUARD LG-CAP ETF VV, 4000 sh. 860000 2021-12-19 1 L'OREAL CO ACT LRLCF, 18 sh. 8371 2021-12-19 1 MERCADOLIBRE, INC MELI, 1 sh. 1168 2021-12-19 1 BLACKROCK INC BLK, 62 sh. 56649 2021-12-19 1 AIRBUS GROUP EADSY, 7 sh. 205 2021-12-19 1 MSCI INC MSCI, 66 sh. 38884 2021-12-19 1 DOMINOS PIZZA INC DPZ, 23 sh. 12206 2021-12-19 1 TOMRA SYSTEMS TMRAY, 280 sh. 18873 2021-12-19 1 STRAUMANN HLDG AG WALDENBURG SAUHF, 364 sh. 728521 2021-12-19 1 STRAUMANN HLDG AG WALDENBURG SAUHF, 9 sh. 18013 2021-12-19 1 LVMH-MOET HNSY L VUTN LVMHF, 8 sh. 6338 2021-12-19 1 PERNOD RICARD ORD PDRDF, 27 sh. 6357 2021-12-19 1 COLFAX CORPORATION CFX, 43 sh. 1886 2021-12-19 1 CHEMICAL AND MINING CO OF CHILE INC SQM, 488 sh. 27194 2021-12-19 1 ASML HLDG NV ORD SHS ASMLF, 43 sh. 32637 2021-12-19 1 GIVAUDAN SA UNSP/ADR GVDNY, 96 sh. 9960 2021-12-19 1 HEICO CORP HEI, 27 sh. 3682 2021-12-19 1 KEYENCE CORPORATION,FIRST SECTION KYCCF, 22 sh. 13948 2021-12-19 1 HOWARD HUGHES CORPORATION HHC, 51 sh. 4662 2021-12-19 1 CIE FINANCIERE RICH CFRHF, 89 sh. 12676 2021-12-19 1 HYATT HOTELS CORP H, 99 sh. 8183 2021-12-19 1 XYLEM INC XYL, 87 sh. 10200 2021-12-19 1 META PLATFORMS INC META, 12 sh. 4007 2021-12-19 1 ISHARES MSCI USA MIN VOLATILITY USMV, 20 sh. 1580 2021-12-19 1 ABBVIE INC ABBV, 21 sh. 2734 2021-12-19 1 ZOETIS INC ZTS, 12 sh. 2812 2021-12-19 1 WORKDAY INC WDAY, 15 sh. 4056 2021-12-19 1 KENNEDY WILSON HOLDINGS INC KW, 24 sh. 541 2021-12-19 1 ISHARES MSCI USA QUALITY FACTOR QUAL, 4150 sh. 587516 2021-12-19 1 VANGARD RUSSELL 1000 GROWTH VONG, 10720 sh. 814613 2021-12-19 1 CREDIT ACCEPTANCE CORPORATION CACC, 38 sh. 24830 2021-12-19 1 GENMAB A/S GMXAY, 16 sh. 616 2021-12-19 1 ASHTEAD GROUP PLC ASHTY, 107 sh. 34623 2021-12-19 1 MURATA MANUFACTURING MRAAF, 31 sh. 2521 2021-12-19 1 HERMES INTL S A HESAF, 12 sh. 21204 2021-12-19 1 VEEVA SYSTEMS INC VEEV, 3 sh. 770 2021-12-19 1 TRANSUNION COM USD0.01 TRU, 17 sh. 1893 2021-12-19 1 PAYPAL HOLDINGS, INC PYPL, 109 sh. 20156 2021-12-19 1 FIRSTSERVICE CORP FSV, 95 sh. 17900 2021-12-19 1 SUMMIT MATERIALS INC SUM, 309 sh. 11827 2021-12-19 1 ALPHABET INC CL A GOOGL, 34 sh. 96946 2021-12-19 1 ALPHABET INC CL C GOOG, 34 sh. 97324 2021-12-19 1 NIDEC CORPORATION NPV NNDNF, 49 sh. 5863 2021-12-19 1 ATLASSIAN CORP PLC TEAM, 49 sh. 16806 2021-12-19 1 CHUBB LIMITED CB, 29 sh. 5564 2021-12-19 1 ISHARES MSCI USA MOMENTUM FACTOR MTUM, 1205 sh. 212924 2021-12-19 1 IHS MARKIT LTD INFO, 55 sh. 831 2021-12-19 1 JOHNSON CONTROLS INTERNATIONAL PLC JCI, 798 sh. 62152 2021-12-19 1 LIBERTY MEDIA CORPORATION - SER A FWONA, 23 sh. 1274 2021-12-19 1 LIBERTY MEDIA CORPORATION - SER C FWONK, 273 sh. 16073 2021-12-19 1 HILTON WORLDWIDE HOLDINGS, INC HLT, 255 sh. 35618 2021-12-19 1 ISHARES EDGE MSCI USA SIZE FACTOR ETF SIZE, 3065 sh. 408473 2021-12-19 1 APTIV PLC APTV, 22 sh. 3516 2021-12-19 1 IQVIA HOLDINGS INC IQV, 93 sh. 24700 2021-12-19 1 BROADCOM INC AVGO, 113 sh. 70913 2021-12-19 1 CBRE GROUP CBRE, 323 sh. 33447 2021-12-19 1 KINGSPAN GROUP KGSPY, 78 sh. 8724 2021-12-19 1 SHIN ETSU CHEMICAL SHECF, 26 sh. 4518 2021-12-19 1 DSV DSDVF, 8 sh. 1755 2021-12-19 1 KERING PPRUF, 11 sh. 8557 2021-12-19 1 BEIGENE LTD BGNE, 7 sh. 1879 2021-12-19 1 KKR & CO INC KKR, 1172 sh. 82731 2021-12-19 1 LINDE PLC COM LIN, 71 sh. 23860 2021-12-19 1 HUTCHINSON CHINA MEDITECH LTD HCM, 89 sh. 3060 2021-12-19 1 HONG KONG EXCHANGES AND CLEARING LTD Y3506N139, 67 sh. 3696 2021-12-19 1 ALCON INC ALC, 25 sh. 2118 2021-12-19 1 CORTEVA INC CTVA, 1002 sh. 46633 2021-12-19 1 ARGENX SE ARGX, 16 sh. 4925 2021-12-19 1 RECRUIT HOLDINGS CO RCRUY, 93 sh. 1076 2021-12-19 1 TRUIST FINANCIAL CORPORATION TFC, 61 sh. 3534 2021-12-19 1 AON PLC CL A AON, 102 sh. 29841 2021-12-19 1 BROOKFIELD INFRASTRUCTURE ORD SHS CLASS BIPC, 125 sh. 7156 2021-12-19 1 ISHARES RUSSELL TOP 200 ETF IWL, 7800 sh. 864864 2021-12-19 1 TFI INTERNATIONAL TFII, 149 sh. 15717 2021-12-19 1 SONY GROUP CORP SONY, 442 sh. 53825 2021-12-19 1 DNB BANK ASA DNBBY, 65 sh. 1408 2021-12-19 1 ESSILORLUXOTTICA EL.EUR, 59 sh. 11756 2021-12-19 ALLIANCEBERNSTEIN SELECT US LO 175863 180563 BLACKROCK EVENT DRIVEN EQUITY 177789 178667 BNY MELLON GLOBAL REAL RETURN 159724 162660 CALAMOS MARKET NEUTRAL FD CL I 175058 178672 DB X TRACKERS MSCI EAFE HEDGED 78589 82781 DOUBLELINE TOTAL RETURN BOND 47465 47030 FEDERATED INSTI HIGH YIELD BD 13805 13958 FIRST TRUST CHINDIA ETF 30471 31191 FLEXSHARES STOXX GLOBAL BROAD 22414 23628 FRANKLIN CONVERTIBLE SCRTS FD 14059 14077 GATEWAY FUND CLASS Y 143389 149413 GLOBAL X MLP & ENERGY INFRASTR 23193 23700 INVESCO MSCI SUSTAINABLE FUTUR 23384 24145 INVESCO S&P GLOBAL WATER INDEX 25832 28921 INVESCO SENIOR LOAN ETF 13839 13945 INVESCO TAXABLE MUNICIPAL BOND 36123 36223 INVESCO WILDERHILL CLEAN ENERG 22667 23212 ISHARE SP SMALL CAP 600 INDEX 236827 248601 ISHARES CORE MSCI EAFE ETF 376809 395891 ISHARES CURRENCY HEDGE MSCI EM 49770 50840 ISHARES EDGE MSCI INTL MOMENTU 80318 83780 ISHARES EDGE MSCI INTL QUALITY 197146 208793 ISHARES EDGE MSCI USA SIZE FAC 450031 496058 ISHARES GOLD TR 119063 123262 ISHARES MSCI CANADA INDEX FD 116989 127011 ISHARES MSCI CHINA A ETF 30591 30825 ISHARES MSCI EAFE MINIMUM VOLA 80234 82681 ISHARES MSCI EMERGING MARKETS 143503 145633 ISHARES MSCI GRW IDX 78978 83490 ISHARES MSCI USA MIN VOLATILIT 185524 198205 ISHARES MSCI USA MOMENTUM FACT 181026 199275 ISHARES MSCI USA QUALITY FACTO 536074 596505 ISHARES MSCI-JAPAN 139570 142558 ISHARES RUSSELL TOP 200 ETF 561075 594871 ISHARES S&P GLOBAL TIMBER & FO 22291 24653 ISHARES ULTRA SHORT TERM BOND 44451 44444 JOHN HANCOCK SEAPORT FUND CL I 149264 150646 MARKET VECTORS AGRIBUSINESS ET 21837 23950 NEUBERGER BERMAN ALTRNTIVE FDS 173224 179550 PERMANENT PT 160194 165958 PIMCO INCOME FUND P CLASS 44579 44658 REAL ESTATE SELECT SECTOR SPDR 64678 72223 SCHWAB INTERMEDIATE US TRS ETF 16808 16674 SCHWAB US TIPS 73379 74902 SPDR PORTFOLIO EMERGING MARKET 199497 208072 VANGARD RUSSELL 1000 GROWTH 656044 696336 VANGUARD DIVIDEND APPRECIATION 454335 497216 VANGUARD ENERGY ETF 23211 23593 VANGUARD FTSE EUROPEAN ETF 178703 189298 VANGUARD GLOBAL EX-US REAL EST 9244 9495 VANGUARD LG-CAP ETF 702338 743732 VANGUARD SHORT TERM CORPORATE 47378 47131 VANGUARD WORLD FUND ETF MEGA C 637962 686959 WESTERN ASSET MACRO OPPORTUNIT 147484 146170 WISDOMTREE CHINA EX-STATE-OWD 52763 51236 WISDOMTREE EMERGING MARKETS 162397 165567 Administrative Fees 13368 13368 State or Local Filing Fees 519 519 BANK CHARGE 150 150 Investment Management Services 13128 13128 990-PF Estimated Tax for 2021 1100 990-PF Extension for 2020 11120