ANTHONY AND SUSAN CONSIGLI FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY AND SUSAN CONSIGLI FOUNDATION INC (EIN 83-2850550)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202143139349100329
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T09:18:16-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832850550 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Anthony and Susan Consigli | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SUSAN M CONSIGLI | InCareOfNm |
| Business Name Control | ANTH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | susan m consigli | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 5084733130 | PhoneNum |
| Signature | 2021-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | susan m | PersonFirstNm |
| Person Last | consigli | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,153,444 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,004,397 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $143 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $143 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,890 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,890 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,526 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,874,637 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $592,779 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,048,956 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $612,812 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,763 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,763 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,234 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,234 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,477 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,856 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,856 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,330 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,234 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,619 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $157,330 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,234 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $142,619 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $891,626 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $606,578 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,741 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $90,077 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $90,077 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $944,754 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,807,044 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,063,367 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,005,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,897,121 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,153,444 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,005,495 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,897,121 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,005,495 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,897,121 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,005,495 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,897,121 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,005,495 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $891,626 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,897,121 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,897,121 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,874,637 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,281,858 | CostOrOtherBasisAmt |
| Gain Or Loss | $592,779 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $592,779 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $592,779 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,431 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,431 | SubtotalAmt |
| Tax Based On Investment Income | $8,431 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,120 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $15,320 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $6,888 | OverpaymentAmt |
| Applied To ES Tax | $6,888 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN M CONSIGLI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5084733130 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Purchase Street | AddressLine1Txt |
| City | Milford | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 017571152 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,115,699 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,469 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,172,168 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,172,168 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,583 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,154,585 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,729 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,729 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,431 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,431 | TotalTaxAmt |
| Distributable Before Adj | $49,298 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $49,298 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $49,298 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $142,619 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $142,619 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $142,619 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,298 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $28,486 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,486 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $142,619 | QualifyingDistributionsAmt |
| Applied To Current Year | $49,298 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $93,321 | RemainingDistriFromCorpusAmt |
| Total Corpus | $121,807 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $121,807 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $28,486 | ExcessFromYear1Amt |
| Excess From Current Year | $93,321 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Susan Consigli | ContributingManagerNm |
| Contributing Manager | ANTHONY M CONSIGLI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEW ENGLAND CHAPEL | |||||||
| PO BOX A | FRANKLIN | MA | 02038 | N/A | PC | NEC Building Campaign | $50,000 |
| NEW HOPE INC | |||||||
| 247 MAPLE ST | ATTLEBORO | MA | 02703 | N/A | PC | General & Unrestricted | $10,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| PO BOX 419209 | BOSTON | MA | 02241 | N/A | PC | Faculty of Arts and Sciences - Harvard College Fund | $50,000 |
| SEVEN HILLS FOUNDATION INC | |||||||
| 81 HOPE AVE | WORCESTER | MA | 01603 | N/A | PC | container to ship classroom books and learning material to Seirra Leone | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,890 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,526 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $44,559 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,559 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Consigli Anthony M | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Purchase Street | AddressLine1Txt |
| City | Milford | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01757 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,004,397 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (59 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ZOETIS INC ZTS, 119 sh. | $19,208 | 2020-12-23 |
| 1 | VEEVA SYSTEMS INC VEEV, 3 sh. | $867 | 2020-12-23 |
| 1 | VISA INC V, 92 sh. | $18,972 | 2020-12-23 |
| 1 | TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 469 sh. | $48,886 | 2020-12-23 |
| 1 | TENCENT HOLDINGS LIMITED TCEHY, 209 sh. | $15,373 | 2020-12-23 |
| 1 | TEXAS INSTRUMENTS INC TXN, 33 sh. | $5,347 | 2020-12-23 |
| 1 | ALPHABET INC CL C GOOG, 9 sh. | $15,629 | 2020-12-23 |
| 1 | ALPHABET INC CL A GOOGL, 12 sh. | $20,792 | 2020-12-23 |
| 1 | AMAZON COM AMZN, 36 sh. | $115,097 | 2020-12-23 |
| 1 | APPLE INC AAPL, 641 sh. | $84,359 | 2020-12-23 |
| 1 | BEIGENE LTD BGNE, 17 sh. | $4,445 | 2020-12-23 |
| 1 | ASML HOLDING NV NY REG SHS ASML, 21 sh. | $10,023 | 2020-12-23 |
| 1 | FERRARI NV RACE, 60 sh. | $13,616 | 2020-12-23 |
| 1 | ENEL-SOCIETA PER AZI ESOCF, 809 sh. | $8,122 | 2020-12-23 |
| 1 | HONG KONG EXCHANGE & CLEARING LTD HKXCF, 45 sh. | $2,344 | 2020-12-23 |
| 1 | ADOBE SYSTEMS, INC ADBE, 97 sh. | $48,599 | 2020-12-23 |
| 1 | ALIBABA GROUP HOLDING LTD BABA, 70 sh. | $17,846 | 2020-12-23 |
| 1 | SHIN ETSU CHEMICAL SHECF, 59 sh. | $9,697 | 2020-12-23 |
| 1 | SMC CORP SMECF, 13 sh. | $7,876 | 2020-12-23 |
| 1 | UNI CHARM CORP ORD F UNCHF, 61 sh. | $2,932 | 2020-12-23 |
| 1 | DSV DSDVF, 33 sh. | $5,495 | 2020-12-23 |
| 1 | GENMAB AS GNMSF, 13 sh. | $5,087 | 2020-12-23 |
| 1 | ASML HLDG NV ORD SHS ASMLF, 21 sh. | $10,029 | 2020-12-23 |
| 1 | APTIV PLC APTV, 102 sh. | $13,074 | 2020-12-23 |
| 1 | DAIKIN INDUSTRIES FIRST SECTION DOMESTI DKILF, 18 sh. | $3,879 | 2020-12-23 |
| 1 | HOYA CORP HOCPF, 43 sh. | $5,708 | 2020-12-23 |
| 1 | KEYENCE CORPORATION,FIRST SECTION KYCCF, 27 sh. | $14,354 | 2020-12-23 |
| 1 | MURATA MANUFACTURING MRAAF, 25 sh. | $2,120 | 2020-12-23 |
| 1 | NIDEC CORPORATION NPV NNDNF, 14 sh. | $1,680 | 2020-12-23 |
| 1 | MICROSOFT CORP MSFT, 667 sh. | $148,194 | 2020-12-23 |
| 1 | IBERDROLA SA IBDSF, 658 sh. | $9,202 | 2020-12-23 |
| 1 | HERMES INTL S A HESAF, 3 sh. | $3,125 | 2020-12-23 |
| 1 | LVMH-MOET HNSY L VUTN LVMHF, 3 sh. | $1,814 | 2020-12-23 |
| 1 | EATON CORP PLC ETN, 13 sh. | $1,532 | 2020-12-23 |
| 1 | LONDON STOCK EXCH LTD LDNXF, 104 sh. | $12,532 | 2020-12-23 |
| 1 | INTUIT INTU, 33 sh. | $12,551 | 2020-12-23 |
| 1 | KINGSPAN GROUP KGSPY, 106 sh. | $7,871 | 2020-12-23 |
| 1 | LVMH MOET HENN UNSP LVMUY, 171 sh. | $20,638 | 2020-12-23 |
| 1 | LULULEMON ATHLETICA INC LULU, 8 sh. | $2,876 | 2020-12-23 |
| 1 | MASTERCARD INC MA, 95 sh. | $31,551 | 2020-12-23 |
| 1 | MERCADOLIBRE, INC MELI, 4 sh. | $6,805 | 2020-12-23 |
| 1 | FIRSTSERVICE CORP FSV, 45 sh. | $6,065 | 2020-12-23 |
| 1 | GIVAUDAN SA UNSP/ADR GVDNY, 44 sh. | $3,654 | 2020-12-23 |
| 1 | HOME DEPOT INC HD, 62 sh. | $16,715 | 2020-12-23 |
| 1 | HOYA CORP SPONS ADR HOCPY, 81 sh. | $11,053 | 2020-12-23 |
| 1 | ICICI BK LTD ADS IBN, 82 sh. | $1,136 | 2020-12-23 |
| 1 | INFINEON TECH ADS IFNNY, 436 sh. | $16,636 | 2020-12-23 |
| 1 | SALESFORCE.COM CRM, 22 sh. | $5,063 | 2020-12-23 |
| 1 | SONY CORP ADR SNE, 189 sh. | $18,462 | 2020-12-23 |
| 1 | STRAUMANN HLDG SAUHY, 217 sh. | $12,442 | 2020-12-23 |
| 1 | BLACKROCK INC BLK, 4 sh. | $2,809 | 2020-12-23 |
| 1 | BROADCOM INC AVGO, 6 sh. | $2,583 | 2020-12-23 |
| 1 | COSTAR GROUP, INC CSGP, 12 sh. | $10,931 | 2020-12-23 |
| 1 | TOMRA SYSTEMS TMRAY, 152 sh. | $7,187 | 2020-12-23 |
| 1 | MOODYS CORP MCO, 61 sh. | $17,080 | 2020-12-23 |
| 1 | NIKE INC-CL B NKE, 266 sh. | $37,945 | 2020-12-23 |
| 1 | NVIDIA CORP NVDA, 30 sh. | $15,768 | 2020-12-23 |
| 1 | PAYPAL HOLDINGS, INC PYPL, 115 sh. | $27,748 | 2020-12-23 |
| 1 | PROLOGIS PLD, 10 sh. | $975 | 2020-12-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| General Consultations | $1,763 | $1,763 |
| Tax Return Preparation/Review | $9,000 | $9,000 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLIANCEBERNSTEIN SELECT US LO | $41,609 | $42,935 |
| BLACKROCK EVENT DRIVEN EQUITY | $41,770 | $42,486 |
| BNY MELLON GLOBAL REAL RETURN | $37,269 | $38,988 |
| CALAMOS MARKET NEUTRAL FD CL I | $41,200 | $42,608 |
| DB X TRACKERS MSCI EAFE HEDGED | $14,351 | $15,965 |
| DOUBLELINE TOTAL RETURN BOND | $14,095 | $14,150 |
| FEDERATED INSTI HIGH YIELD BD | $3,969 | $4,189 |
| FIRST TRUST CHINDIA ETF | $5,950 | $8,257 |
| FLEXSHARES STOXX GLOBAL BROAD | $5,766 | $6,344 |
| FRANKLIN CONVERTIBLE SCRTS FD | $3,243 | $3,734 |
| GATEWAY FUND CLASS Y | $33,289 | $35,546 |
| INVESCO CLEANTECH ETF | $4,453 | $6,311 |
| INVESCO S&P GLOBAL WATER INDEX | $5,333 | $6,318 |
| INVESCO SENIOR LOAN ETF | $3,240 | $3,342 |
| INVESCO TAXABLE MUNICIPAL BOND | $10,296 | $10,720 |
| INVESCO WILDERHILL CLEAN ENERG | $2,524 | $5,997 |
| ISHARES CORE MSCI EAFE ETF | $64,678 | $71,854 |
| ISHARES CURRENCY HEDGE MSCI EM | $13,676 | $16,287 |
| ISHARES EDGE MSCI INTL MOMENTU | $16,799 | $19,955 |
| ISHARES EDGE MSCI INTL QUALITY | $27,352 | $32,094 |
| ISHARES EDGE MSCI USA SIZE FAC | $73,261 | $88,936 |
| ISHARES GOLD TRUST | $25,222 | $29,552 |
| ISHARES MSCI CANADA INDEX FD | $17,545 | $19,738 |
| ISHARES MSCI EAFE MINIMUM VOLA | $22,725 | $23,858 |
| ISHARES MSCI GRW IDX | $21,950 | $24,218 |
| ISHARES MSCI USA MIN VOLATILIT | $79,448 | $88,923 |
| ISHARES MSCI USA MOMENTUM FACT | $52,926 | $66,129 |
| ISHARES MSCI USA QUALITY FACTO | $109,863 | $134,804 |
| ISHARES MSCI-JAPAN | $24,917 | $28,375 |
| ISHARES RUSSELL TOP 200 ETF | $132,990 | $157,104 |
| ISHARES S&P GLOBAL TIMBER & FO | $4,398 | $5,175 |
| ISHARES ULTRA SHORT TERM BOND | $13,101 | $13,135 |
| JOHN HANCOCK SEAPORT FUND CL I | $34,697 | $35,624 |
| MARKET VECTORS AGRIBUSINESS ET | $4,451 | $5,297 |
| NEUBERGER BERMAN ALTRNTIVE FDS | $40,589 | $42,672 |
| PERMANENT PT | $38,320 | $39,230 |
| PIMCO INCOME FUND P CLASS | $13,270 | $13,382 |
| REAL ESTATE SELECT SECTOR SPDR | $13,254 | $13,893 |
| SCHWAB INTERMEDIATE US TRS ETF | $5,901 | $6,113 |
| SCHWAB US TIPS | $21,566 | $22,970 |
| SPDR PORTFOLIO EMERGING MARKET | $39,988 | $48,484 |
| SPDR S&P EMERGING ASIA PACIFIC | $13,702 | $16,550 |
| VANGARD RUSSELL 1000 GROWTH | $127,830 | $156,119 |
| VANGUARD DIVIDEND APPRECIATION | $117,992 | $134,817 |
| VANGUARD FTSE EUROPEAN ETF | $24,982 | $27,710 |
| VANGUARD GLOBAL EX-US REAL EST | $3,048 | $3,150 |
| VANGUARD LG-CAP ETF | $150,001 | $177,496 |
| VANGUARD SHORT TERM CORPORATE | $13,958 | $14,153 |
| VANGUARD WORLD FUND ETF MEGA C | $100,410 | $112,866 |
| WESTERN ASSET MACRO OPPORTUNIT | $34,126 | $35,634 |
| WISDOMTREE CHINA EX-STATE-OWD | $10,561 | $14,469 |
| WISDOMTREE EMERGING MARKETS | $29,190 | $34,711 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $6,202 | $6,202 |
| State or Local Filing Fees | $654 | $654 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $6,234 | Amt |
| Net Investment Income | $6,234 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $4,200 |
| 990-PF Excise Tax for 2019 | $150 |
| 990-PF Extension for 2019 | $4,127 |
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