Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
The Anthony and Susan Consigli
Foundation Inc
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

83-2850550
B Telephone number (see instructions)

(800) 839-1754
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$21,073,832J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 5,380,184
2 Check right arrow.............
3 Interest on savings and temporary cash investments 9,982 9,982  
4 Dividends and interest from securities... 262,928 262,928  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -141,596
b Gross sales price for all assets on line 6a 14,600,994
7 Capital gain net income (from Part IV, line 2)... 4,632,956
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-8,224 -8,224  
12 Total. Add lines 1 through 11........ 5,503,274 4,897,642  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
65,455 65,455    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
30,613 713    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
29,451 357   29,094
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 125,519 66,525   29,094
25 Contributions, gifts, grants paid....... 203,571 203,571
26 Total expenses and disbursements. Add lines 24 and 25 329,090 66,525   232,665
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,174,184
b Net investment income (if negative, enter -0-) 4,831,117
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 328,412 860,204 860,204
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 14,461,045 Click to see attachment
List of Attached Documents:
// Content
18,192,590 		19,308,774
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment
List of Attached Documents:
// Content
910,847 		904,854
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,789,457 19,963,641 21,073,832
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 14,789,457 19,963,641
29 Total net assets or fund balances (see instructions)..... 14,789,457 19,963,641
30 Total liabilities and net assets/fund balances (see instructions). 14,789,457 19,963,641
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
14,789,457
2
Enter amount from Part I, line 27a .....................
2
5,174,184
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
19,963,641
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,963,641
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 14,600,994   9,968,038 4,632,956
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       4,632,956
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 4,632,956
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 67,153
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 67,153
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 67,153
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 15,941
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 52,800
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 68,741
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,588
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,588 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow55 WALLS DRIVE FL 3FairfieldCT ZIP+4right arrow06824
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Anthony M Consigli Dir, Treas
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Christina Consigli Dir, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Christopher Consigli Dir
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Susan Consigli Dir, Pres
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Emily Elshoff Dir, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
Merrill Lynch Investment MGMT 65,455
100 Federal street 12th Floor
BOSTON,MA02110
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
14,437,163
b
Average of monthly cash balances.......................
1b
405,115
c
Fair market value of all other assets (see instructions)................
1c
245,517
d
Total (add lines 1a, b, and c).........................
1d
15,087,795
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
15,087,795
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
226,317
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,861,478
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
743,074
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
743,074
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
67,153
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
67,153
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
675,921
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
675,921
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
675,921
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
232,665
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
232,665
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 675,921
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 118,216
b Total for prior years:2021, 2020, 2019  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 232,665
a Applied to 2022, but not more than line 2a 118,216
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 114,449
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		561,472
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
Susan Consigli
ANTHONY M CONSIGLI
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

MILFORD REGIONAL MEDICAL CENTER INC

14 PROSPECT ST
MILFORD,MA01757 		N/A PC General & Unrestricted 35,000

MUSEUM OF ART OF OGUNQUIT

PO BOX 815 543 SHORE RD
OGUNQUIT,ME03907 		N/A PC General & Unrestricted 10,000

NEW HOPE INC

247 MAPLE ST
ATTLEBORO,MA02703 		N/A PC General & Unrestricted 10,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

PO BOX 419209
BOSTON,MA02241 		N/A PC for the Faculty of Arts and Sciences - Harvard College Fund 48,571

SAINT ANTHONY SHRINE

100 ARCH ST
BOSTON,MA02110 		N/A PC General & Unrestricted 50,000

SEEDS

PO BOX 2454
TRAVERSE CITY,MI49685 		N/A PC General & Unrestricted 20,000

SEVEN HILLS FOUNDATION INC

81 HOPE AVE
WORCESTER,MA01603 		N/A PC to cover expenses for pedestrian bridge materials 5,000

SOBER SISTERS RECOVERY

45 MALLEY FARM RD
SOMERSWORTH,NH03878 		N/A PC General & Unrestricted 10,000

ST PETERS BY THE SEA PROTESTANT EPISCOPAL CHURCH

PO BOX 693
CAPE NEDDICK,ME03902 		N/A PC General & Unrestricted 5,000

VIRGINIA TECH FOUNDATION INC

902 PRICES FORK RD STE 4500
BLACKSBURG,VA24061 		N/A PC The Market of Virginia Tech 10,000
Total .................................right arrow 3a 203,571
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 9,982  
4 Dividends and interest from securities ....     14 262,928  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -141,596  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		    14 -8,224  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   123,090  
13Total. Add line 12, columns (b), (d), and (e)..................
13
123,090
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
The Anthony and Susan Consigli
Foundation Inc
Employer identification number

83-2850550
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number
83-2850550
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Consigli Anthony M
111 Purchase Street
 
Milford, MA01757

$ 5,380,184


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number

83-2850550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MICROSOFT CORP MSFT, 1365 sh. $ 507,166 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GENERAL ELECTRIC CO GE, 328 sh. $ 40,948 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 D R HORTON DHI, 275 sh. $ 41,179 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HCA INC HCA, 60 sh. $ 16,067 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 QUALCOMM INC QCOM, 60 sh. $ 8,546 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SPDR S&P 500 ETF TRUST SPY, 500 sh. $ 236,843 2023-12-19
Schedule B (Form 990) (2023)
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number

83-2850550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 APPLIED MATERIALS INC AMAT, 265 sh. $ 42,764 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 STEEL DYNAMICS INC STLD, 200 sh. $ 24,497 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MCKESSON CORP MCK, 33 sh. $ 14,755 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DANAHER CORP DHR, 40 sh. $ 9,099 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CONOCOPHILLIPS COP, 240 sh. $ 27,707 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UNITED STATES STEEL CORP X, 630 sh. $ 30,730 2023-12-19
Schedule B (Form 990) (2023)
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number

83-2850550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FREEPORT-MCMORAN COPPER & GOLD INC FCX, 445 sh. $ 18,828 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMAZON COM AMZN, 1060 sh. $ 163,139 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LENNAR CORP LEN, 275 sh. $ 40,882 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WILLIAMS SONOMA INC WSM, 75 sh. $ 15,183 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DEVON ENERGY CORPORATION DVN, 615 sh. $ 27,906 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MARTIN MARIETTA MATLS INC MLM, 35 sh. $ 17,298 2023-12-19
Schedule B (Form 990) (2023)
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number

83-2850550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FAIR ISSAC & CO INC FICO, 38 sh. $ 43,805 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MARATHON OIL CORP COM MRO, 1090 sh. $ 26,858 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EOG RESOURCES INC EOG, 285 sh. $ 34,746 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ASML HOLDING NV NY REG SHS ASML, 38 sh. $ 28,227 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PROGRESSIVE CORP OHIO PGR, 235 sh. $ 36,729 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EATON CORP PLC ETN, 80 sh. $ 19,028 2023-12-19
Schedule B (Form 990) (2023)
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number

83-2850550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HESS CORP HES, 175 sh. $ 25,650 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EMCOR GROUP INC EME, 85 sh. $ 18,617 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 O'REILLY AUTOMOTIVE INC ORLY, 37 sh. $ 35,619 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TENET HEALTHCARE CORP THC, 120 sh. $ 9,091 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HALLIBURTON COMPANY HAL, 360 sh. $ 13,179 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ELI LILLY & CO LLY, 213 sh. $ 123,791 2023-12-19
Schedule B (Form 990) (2023)
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number

83-2850550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ISHARE SP SMALL CAP 600 INDEX FD IJR, 2000 sh. $ 214,900 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FLUOR CORP FLR, 495 sh. $ 19,939 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 APPLE INC AAPL, 3536 sh. $ 694,541 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PARKER HANNIFIN CP PH, 104 sh. $ 47,711 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LAM RESEARCH CORP LRCX, 29 sh. $ 22,483 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 KLA TENCOR CORP KLAC, 43 sh. $ 24,940 2023-12-19
Schedule B (Form 990) (2023)
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number

83-2850550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MANHATTAN ASSOCIATES INC MANH, 100 sh. $ 22,073 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TENARIS SA-ADR TS, 95 sh. $ 3,311 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WATSCO INC WSO, 27 sh. $ 11,547 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MOOG INC CL A MOG-A, 105 sh. $ 15,064 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LOUISIANA PACIFIC CP LPX, 180 sh. $ 12,527 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 RELIANCE STL & ALMN RS, 75 sh. $ 20,660 2023-12-19
Schedule B (Form 990) (2023)
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number

83-2850550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SALESFORCE.COM CRM, 125 sh. $ 33,145 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 THE CHEMOURS CO CC, 265 sh. $ 8,195 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WEST PHARMA SVCS INC WST, 34 sh. $ 12,192 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NOVO NORDISK A S NVO, 420 sh. $ 42,029 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CABOT CP CBT, 260 sh. $ 21,772 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ISHARES TR S & P MIDCAP 400 INDEX FD IJH, 900 sh. $ 249,575 2023-12-19
Schedule B (Form 990) (2023)
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number

83-2850550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 RYDER SYSTEM R, 180 sh. $ 20,364 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ADVANCED MICRO DEVICES INC AMD, 452 sh. $ 63,739 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SIMPSON MANUFACTURING CO INC SSD, 90 sh. $ 17,510 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 JABIL CIRCUIT INC JBL, 210 sh. $ 27,428 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DECKERS OUTDOOR CORPORATION DECK, 47 sh. $ 33,743 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CLIFFS NATURAL RESOURCES INC. CLF, 1005 sh. $ 21,095 2023-12-19
Schedule B (Form 990) (2023)
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number

83-2850550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NVIDIA CORP NVDA, 636 sh. $ 313,532 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NVIDIA CORP NVDA, 100 sh. $ 49,298 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EQT CORPORATION EQT, 345 sh. $ 13,206 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UNITED THERAPEUTICS CORP UTHR, 65 sh. $ 15,815 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMERIPRISE FINANCIAL INC AMP, 82 sh. $ 31,099 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CADENCE DESIGN SYSTEMS INC CDNS, 125 sh. $ 34,474 2023-12-19
Schedule B (Form 990) (2023)
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number

83-2850550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 OLD DOMINION FREIGHT LINE ODFL, 70 sh. $ 27,961 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CHIPOTLE MEX GRILL CMG, 17 sh. $ 39,383 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TOPBUILD CORP BLD, 40 sh. $ 15,038 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BANCO BILBAO VIZCAYA BBVXF, 1265 sh. $ 11,777 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ADVANTEST CORP - ADR ATEYY, 100 sh. $ 3,488 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CROCS INC CROX, 100 sh. $ 10,535 2023-12-19
Schedule B (Form 990) (2023)
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number

83-2850550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AUTONATION INC AN, 80 sh. $ 11,945 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UFP INDUSTRIES UFPI, 235 sh. $ 29,144 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 REGENERON PHARMACEUTICALS INC REGN, 12 sh. $ 10,192 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FIRST SOLAR INC FSLR, 68 sh. $ 11,713 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DISCOVER FINL SVCS COM DFS, 365 sh. $ 39,385 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MONOLITHIC POWER SYSTEMS, INC MPWR, 47 sh. $ 29,942 2023-12-19
Schedule B (Form 990) (2023)
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number

83-2850550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SAIA, INC SAIA, 86 sh. $ 36,579 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MOLINA HEALTHCARE MOH, 47 sh. $ 17,077 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 APPLIED IDNS TECH AIT, 100 sh. $ 17,439 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CLEAN HARBORS, INC CLH, 85 sh. $ 15,103 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CHART INDUSTRIES, INC GTLS, 65 sh. $ 8,561 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 OWENS CORNING OC, 215 sh. $ 32,243 2023-12-19
Schedule B (Form 990) (2023)
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number

83-2850550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ISHARES JP MORGAN USD EM MKTS BD EMB, 3500 sh. $ 311,351 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NIPPON YUSEN KABUSHIKI KAISHA NPNYY, 780 sh. $ 4,458 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 COMFORT SYSTEMS USA INC FIX, 115 sh. $ 23,774 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TOKYO ELECTRON LTD TOELY, 112 sh. $ 9,846 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EVERCORE PARTNERS INC EVR, 80 sh. $ 13,284 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MARATHON PETROLEUM CORP MPC, 195 sh. $ 29,719 2023-12-19
Schedule B (Form 990) (2023)
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number

83-2850550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 RAMBUS, INC RMBS, 440 sh. $ 30,036 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BUILDERS FIRST SOURCE INC BLDR, 250 sh. $ 40,992 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ACADIA HEALTHCARE CO INC ACHC, 130 sh. $ 9,948 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SERVICE NOW NOW, 72 sh. $ 50,706 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 T-MOBILE US INC TMUS, 200 sh. $ 31,208 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MURPHY USA INC MUSA, 48 sh. $ 17,349 2023-12-19
Schedule B (Form 990) (2023)
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number

83-2850550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DIAMONDBACK ENERGY INC FANG, 165 sh. $ 25,766 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MARUBENI CORP ORD MARUF, 47 sh. $ 732 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ALPHABET INC CL C GOOG, 2457 sh. $ 339,336 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ARCHROCK INC AROC, 920 sh. $ 14,490 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HERMES INTL 10 ADR HESAY, 45 sh. $ 9,820 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VALVOLINE INC VVV, 330 sh. $ 12,350 2023-12-19
Schedule B (Form 990) (2023)
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number

83-2850550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TAYLOR MORRISON HOME CORP TMHC, 460 sh. $ 24,275 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MEDPACE HOLDINGS, INC MEDP, 47 sh. $ 14,339 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FORTESCUE METALS G ADR EA REPR 2 ORD SH FSUGY, 95 sh. $ 3,596 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UNICREDIT SPA UNCRY, 250 sh. $ 3,325 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BROADCOM INC AVGO, 96 sh. $ 109,583 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CAPRI HOLDINGS LTD.SHS CPRI, 265 sh. $ 13,144 2023-12-19
Schedule B (Form 990) (2023)
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number

83-2850550
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BAKER HUGHES COMPANY BKR, 340 sh. $ 11,616 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AXON ENTERPRISE AXON, 130 sh. $ 33,472 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 3I GROUP PLC ADR TGOPY, 480 sh. $ 7,382 2023-12-19
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
The Anthony and Susan Consigli
Foundation Inc 		Employer identification number

83-2850550
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


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TY 2023 DepreciationSchedule
Name:
The Anthony and Susan Consigli
 
Foundation Inc
EIN:
83-2850550
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2023 InvestmentsCorpStockSchedule
Name:
The Anthony and Susan Consigli
 
Foundation Inc
EIN:
83-2850550
Name of Stock End of Year Book Value End of Year Fair Market Value
ABB ORD SHS 15,676 16,983
ABBOTT LABS 10,263 10,567
ABBVIE INC 45,829 46,491
ABERDEEN BLOOMBERG ALL COMMODI 44,151 41,043
ACADIA HEALTHCARE CO INC 77 78
ACCENTURE PLC 23,533 25,616
ADIDAS-SALOMON AG OR OTC 5,186 5,279
ADOBE SYSTEMS, INC 61,237 67,416
ADVANCED MICRO DEVICES INC 9,151 11,498
AGILENT TECHNOLOGIES INC 15,975 17,240
AIA GROUP 13,396 12,994
AIR PRODS & CHEM INC 38,745 36,963
AIRBNB 5,344 5,446
AIRBUS GROUP SE 10,652 11,099
ALCON INC 24,552 23,827
ALIGN TECHNOLOGY, INC 4,776 3,836
ALNYLAM PHARMACEUTICALS, INC 3,133 3,254
ALPHABET INC CL C 46,424 49,185
AMADEUS IT HOLDINGS SA 12,156 12,049
AMAZON COM 83,197 88,581
AMERICA MOVIL SA 3,616 3,537
AMERIPRISE FINANCIAL INC 33,234 35,704
AMGEN INC 35,844 38,019
AMPHENOL CORPORATION 11,315 12,490
ANGLO AM PLC ADR 6,061 5,791
ANHEUSER BUSCH COS INC 10,932 11,115
ANHEUSER BUSCH INBEV SA NV SHS 6,759 7,389
ANSYS INC 34,439 40,280
AON PLC CL A 33,311 30,848
APPLE INC 63,962 67,578
APPLIED MATERIALS INC 161 162
AQR DIVERSIFIED ARB I 417,883 424,101
AQR LONG-SHORT EQUITY FUND CLA 424,102 425,713
ARCH CAPITAL GROUP LTD 17,107 16,636
ARES MANAGEMENT CORPORATION 6,538 7,373
ARGENX SE 17,026 13,695
ARISTA NETWORKS 8,339 9,420
ASG MANAGED FUTURES STRATEGY F 441,401 420,497
ASHTEAD GROUP PLC 16,441 16,202
ASML HLDG NV ORD SHS 21,360 23,344
ASML HOLDING NV NY REG SHS 28,693 31,791
ASSA ABLOY AB 3,135 3,693
ASTRAZENECA 16,849 16,231
ASTRAZENECA PLC ORD 21,281 20,404
ATMOS ENERGY CORP 27,121 27,121
AUTODESK, INC 43,239 48,453
AUTOMATIC DATA PROCESSING INC 24,621 23,297
AUTOZONE INC 27,675 28,442
B&M EUROPEAN VALUE RETAIL 3,227 3,126
BEIGENE LTD 13,471 12,264
BHP BILLITON LIMITED 13,259 15,028
BHP BLT FPO 3,181 3,696
BLACKROCK EVENT DRIVEN EQUITY 416,012 423,375
BP PLC 7,808 7,389
BRITISH AMERICAN TOBACCO 11,010 10,008
BROADCOM INC 82,014 99,346
BROOKFIELD ASSET MANAGEMENT LT 26,155 28,762
BROOKFIELD CORP ORD SHS CL A 54,493 61,384
BROOKFIELD INFRASTRUCTURE ORD 31,010 28,506
BROOKFIELD RENEWABLE CORP CL A 11,856 11,890
BROWN & BROWN INC 33,489 33,493
BROWN FORMAN CORP CL B 5,338 5,139
CALAMOS MARKET NEUTRAL FD CL I 420,007 424,302
CANADIAN NATL RAILWAY CO 23,752 25,252
CAPGEMINI SE 7,552 8,250
CAPITAL ONE FINANCIAL CORP 25,489 29,502
CARLSBERG A/S 10,151 8,769
CARMAX INC 28,098 25,861
CATALYST MILLBURN HEDGE STRATE 430,106 423,603
CBRE GROUP 22,292 24,110
CELSIUS HLDGS INC 6,306 6,433
CHENIERE ENERGY INC 5,956 6,146
CHEVRON CORP 39,590 36,693
CHIPOTLE MEX GRILL 21,293 25,157
CIE FINANCIERE RICH 1,916 1,758
CISCO SYSTEMS INC 20,787 19,854
CME GROUP, INC 5,893 5,897
COGNEX CORPORATION 1,859 1,586
COGNIZANT TECHNOLOGY SOLUTIONS 5,971 6,269
COMMERCE BANCSHARES, INC 12,131 12,765
CONOCOPHILLIPS 6,592 6,500
CONSTELLATION BRANDS INC 23,027 21,516
COPART INC 55,011 58,702
CORNING INC 13,813 13,215
CORTEVA INC 34,941 32,825
COSTAR GROUP, INC 50,575 53,832
COTERRA ENERGY INC 27,139 25,367
CROWN CASTLE INTL 15,947 17,509
CULLEN FROST BANKERS INC 16,803 17,684
D R HORTON 6,229 6,687
DAIICHI SANKYO COMPANY, LIMITE 6,616 5,881
DAIKIN INDUSTRIES FIRST SECTIO 6,559 6,004
DANAHER CORP 27,678 27,992
DASSAULT SYS SA SPN ADR 16,500 18,824
DASSAULT SYSTEMES S 3,822 4,299
DB X TRACKERS MSCI EAFE HEDGED 71,304 77,288
DBS GROUP HLDGS LTD. SPON ADR 9,795 10,037
DEERE CO 9,892 9,197
DELL TECHNOLOGIES INC CLASS C 5,864 6,120
DIAGEO PLC ADS 16,893 14,857
DNB BANK 7,004 7,231
DOMINOS PIZZA INC 25,583 26,383
DOORDASH ORD SHS CLASS A 6,924 7,120
DOUBLELINE TOTAL RETURN BOND 179,620 180,162
DSV 5,534 5,031
EATON CORP PLC 50,564 53,944
ECOLAB INC 24,318 25,786
EDWARDS LIFESCIENCES 3,333 3,355
EISAI CO. CMN 11,018 8,925
ELI LILLY & CO 99,216 103,760
ENGIE SA 9,051 9,410
ENOVIS CORPORATION 1,015 1,008
EPIROC AB CL A 10,148 10,373
EQUITY LIFESTYLE PRP 20,936 21,585
ESSILOR INTL 13,994 14,143
ESSILOR INTL ADR 14,560 14,973
EVERSOURCE ENERGYINC 8,135 7,715
EXACT SCIENCES CORPORATION 9,230 8,212
EXXON MOBIL CORP 10,923 9,998
FASTENAL COMPANY 24,047 26,167
FEDERATED INSTI HIGH YIELD BD 38,574 40,286
FERGUSON PLC 17,125 19,500
FIRST SOLAR INC 3,873 3,273
FIRSTSERVICE CORP 21,890 22,693
FLEXSHARES STOXX GLOBAL BROAD 30,097 29,693
FREEPORT-MCMORAN COPPER & GOLD 4,819 4,981
FUJITSU ORD SHS 5,433 6,036
GARTNER INC 22,403 27,518
GEN DYNAMICS CP 21,450 23,890
GENMAB AS 11,219 9,787
GIVAUDAN SA UNSP/ADR 9,054 10,800
GLOBAL X MLP & ENERGY INFRASTR 26,189 29,672
GOTHAM ABSOLUTE RETURN FUND 397,297 424,101
GRAINGER W W INC 10,339 10,773
GROUPE DANONE 5,491 5,755
H WORLD GROUP LIMITED 10,717 10,400
HANNOVER RUCKVISCG SP/ADR 22,344 23,910
HCA INC 3,777 3,790
HDFC BANK LTD ADR 30,617 31,273
HEICO CP CL A 48,620 50,281
HERMES INTL S A 10,670 10,595
HILTON WORLDWIDE HOLDINGS, INC 44,650 50,621
HITACHI CORP 6501 5,023 5,410
HOME DEPOT INC 29,449 30,496
HONEYWELL INTL 23,912 26,004
HONG KONG EXCHANGE & CLEARING 935 824
HOWARD HUGHES CORP 4,772 5,304
HUBSPOT INC 7,930 8,708
HYATT HOTELS CORP 10,594 11,476
IBERDROLA SA 5,136 5,537
IDEXX CORP 11,402 12,211
ILLINOIS TOOL WORKS 18,110 19,384
IMPERIAL BRANDS PLC 5,430 5,301
INDITEX 10,078 11,220
INTERCONTINENTAL HOTELS GROUP 13,013 14,771
INTUIT 12,187 14,376
INTUITIVE SURGICAL 4,029 4,386
INVESCO S&P GLOBAL WATER INDEX 29,606 29,684
INVESCO TAXABLE MUNICIPAL BOND 116,332 120,019
ISHARES CORE MSCI EAFE ETF 302,112 327,128
ISHARES EDGE MSCI INTL MOMENTU 93,419 96,012
ISHARES EDGE MSCI INTL QUALITY 179,675 192,307
ISHARES EDGE MSCI USA SIZE FAC 451,645 501,105
ISHARES GOLD TR 142,943 154,169
ISHARES MSCI CANADA INDEX FD 130,463 134,249
ISHARES MSCI EMERGING MARKETS 155,833 172,879
ISHARES MSCI EMG MKTS SMALL CA 37,951 38,733
ISHARES MSCI GLBL SEL MTLS & M 28,832 29,288
ISHARES MSCI INDIA ETF 17,131 19,280
ISHARES MSCI USA MIN VOLATILIT 272,329 277,787
ISHARES MSCI USA MOMENTUM FACT 154,362 163,166
ISHARES MSCI USA QUALITY FACTO 559,498 669,486
ISHARES MSCI-JAPAN 121,988 135,977
ISHARES RUSSELL TOP 200 ETF 460,719 552,431
ISHARES S&P GLOBAL TIMBER & FO 18,472 17,886
ISHARES TRUST - ISHARES S&P GL 33,894 29,272
ISHARES ULTRA SHORT TERM BOND 130,357 130,936
ITOCHU CORP ORD 8001 7,127 7,221
JABIL CIRCUIT INC 6,970 6,625
JOHN HANCOCK DIVERSIFIED MACRO 383,779 379,315
JOHNSON CONTROLS INTERNATIONAL 4,955 4,842
KERING 11,746 9,692
KEURIG DR PEPPER INC 22,220 22,091
KEYENCE CORPORATION,FIRST SECT 10,462 10,900
KINDER MORGAN INC 9,359 9,349
KINGSPAN GROUP 17,130 17,819
KKR & CO INC 41,845 52,030
KONINKLIJKE KPN NV 6,079 5,790
L'AIR LIQUIDE ADR OTC 17,927 19,086
L'AIR LIQUIDE ORD EU 7,862 8,366
L'OREAL ADR 19,882 21,075
L'OREAL CO ACT 11,312 12,097
LAM RESEARCH CORP 8,863 10,182
LENNAR CORP 56,704 65,727
LIBERTY MEDIA CORPORATION - SE 801 754
LIBERTY MEDIA CORPORATION - SE 14,026 13,068
LIVE NATION INC COM 24,202 25,834
LOCKHEED MARTIN CORP 25,695 25,835
LONDON STOCK EXCH LTD 17,317 18,443
LONZA GROUP AG 6,423 5,043
LORD ABBETT INV TR, LORD ABBET 30,082 30,266
LOWES COMPANIES INC 35,259 36,053
LVMH MOET HENN UNSP 19,274 17,870
LVMH-MOET HNSY L VUTN 10,455 9,724
MARKEL CORP 33,972 32,658
MARKET VECTORS AGRIBUSINESS ET 39,810 35,424
MARRIOTT INTERNATIONAL INC. CL 14,964 16,011
MARSH AND MCLENNAN COMPANIES I 31,641 31,452
MARTIN MARIETTA MATLS INC 51,710 55,379
MARUBENI CORP ORD 6,024 5,701
MASTERCARD INC 32,165 33,694
MCDONALD'S CORP 37,076 37,953
MCKESSON CORP 14,979 15,741
MEDTRONIC PLC 18,988 18,865
MERCADOLIBRE, INC 27,445 31,431
MERCK & CO INC 74,357 74,570
META PLATFORMS INC 58,485 65,483
MICHELIN CIE GEN UNSP/ADR 19,953 22,432
MICROCHIP TECHNOLOGY INC 51,623 55,280
MICROSOFT CORP 195,469 220,359
MITSUBISHI UFJ FINANCIAL GROUP 17,451 19,045
MODERNA, INC 1,196 1,193
MONDELEZ INTERNATIONAL INC 46,579 46,428
MONGODB INC CL A 4,824 5,315
MONSTER BEVERAGE CORP 4,785 4,724
MOODYS CORP 9,782 10,936
MORGAN STANLEY 5,209 5,502
MSCI INC 21,852 22,626
MTU AERO ENGINES HOLDINGS AG 5,007 4,763
NATWEST GROUP ADR REPRESENTING 11,140 10,573
NESTLE S.A 17,158 16,882
NESTLE SA CHAM ET VE OTC 11,266 11,006
NETEASE 2,656 2,287
NETFLIX INC 31,084 34,568
NEUBERGER BERMAN ALTRNTIVE FDS 406,341 424,866
NEXTERA ENERGY, INC 30,781 28,426
NICE SYSTEMS LTD 2,968 2,793
NIDEC CORPORATION NPV 2,469 1,815
NIPPON TEL & TEL 9432 JPY 8,371 8,475
NITORI HOLDINGS 4,741 5,284
NOKIA ORD SHS 2,029 1,745
NOMURA RESEARCH INSTITUTE LTD 5,889 6,082
NOVO NORDISK A S 28,319 31,449
NOVO NORDISK A/S 24,467 26,586
NVENT ELECTRIC PLC 15,442 16,486
NVIDIA CORP 55,752 61,903
NXP SEMICONDUCTORS 22,299 24,116
O'REILLY AUTOMOTIVE INC 50,945 51,304
ON SEMICONDUCTOR 3,612 3,675
ORACLE CORP 23,149 21,613
OSHKOSH CORP 16,777 17,562
PALO ALTO NETWORKS INC 8,877 9,436
PARKER HANNIFIN CP 37,804 41,002
PAYCHEX 16,578 15,961
PEPSICO INC 43,661 41,271
PERIMETER SOLUTIONS ORD SHS 1,916 1,513
PERMANENT PT 399,720 421,335
PETROLEO BRASILEIRO 12,970 13,750
PHILLIPS 66 20,182 22,101
PIMCO INCOME FUND P CLASS 158,084 161,057
PINDUODUO INC 10,546 10,827
PNC FINANCIAL GROUP INC 48,197 55,901
PROCTER GAMBLE CO 65,463 62,719
PROGRESSIVE CORP OHIO 16,824 20,069
PROLOGIS 24,865 26,260
QUALCOMM INC 34,893 42,232
QUANTA SVCS INC 5,960 6,690
RAYTHEON TECHNOLOGIES CORP 10,299 10,097
REAL ESTATE SELECT SECTOR SPDR 77,304 71,307
REALTY INCOME CORP 25,996 25,839
RECKITT BENCKISER 6,178 5,804
RECRUIT HOLDING CO LTD JPY 6,104 6,979
REGENERON PHARMACEUTICALS INC 23,708 25,470
REGIONS FINANCIAL CORP 5,544 5,407
RELX PLC 5,879 6,357
RELX PLC 15,517 17,411
ROPER INDUSTRIES 40,022 43,068
ROSS STORES, INC 4,227 4,844
RPM INTERNATIONAL INC 26,080 27,349
SAFRAN S.A. ORD SHS 18,555 19,376
SAFRAN SA - UNSPON ADR 25,696 27,405
SALESFORCE.COM 19,241 22,104
SANOFI-AVENTIS SPONSORED ADR 15,985 15,168
SAP AG O.N 19,911 21,644
SBA COMMUNICATIONS CORP 23,772 25,623
SCHNEIDER ELEC UNSP/ADR 14,874 16,454
SCHWAB FUNDAMENTAL EM MARKETS 91,234 96,347
SCHWAB FUNDAMENTAL INTL LARGE 122,561 134,920
SCHWAB INTERMEDIATE US TRS ETF 179,573 180,981
SCHWAB US TIPS 71,020 70,992
SEMPRA ENERGY COM 28,465 29,518
SERVICE NOW 8,591 9,184
SHERWIN-WILLIAMS CO 5,647 6,550
SHIN ETSU CHEMICAL 9,479 11,668
SHOPIFY INC 18,389 23,448
SIKA AG 10,753 11,382
SMC CORP 10,001 10,748
SONY GROUP CORP 44,880 49,712
SPDR PORTFOLIO EMERGING MARKET 154,210 154,034
SPOTIFY TECHNOLOGY SA 3,568 4,510
ST MICROELEC SIC 10,740 10,841
STARBUCKS CORP COM 38,545 37,252
STRAUMANN HLDG AG WALDENBURG 8,177 7,968
SUMMIT MATERIALS INC 5,096 5,115
SUNCOR ENERGY INC 13,029 13,168
SYNOPSYS, INC 13,201 14,932
SYSCO CORP 20,719 21,208
TAIWAN SEMICONDUCTOR MFG CO LT 26,015 28,184
TELEDYNE TECH INC 22,158 24,100
TENCENT HOLDINGS LTD 6,173 5,652
TERUMO CORPORATION,FIRST SECTI 2,372 2,543
TESLA MOTORS INC 30,552 31,060
TEXAS INSTRUMENTS INC 28,045 28,126
TFI INTERNATIONAL 10,293 10,470
THE BLACKSTONE GROUP INC CL A 29,618 37,574
THE COCA-COLA CO 26,641 26,106
THE TRADE DESK INC 8,642 8,347
TOKYO ELECTRON NPV 6,819 8,001
TOTAL SA 21,222 21,916
TOYOTA MTR CORP 9,697 10,453
TRANE TECHNOLOGIES PLC 9,747 11,219
TRANSDIGM GRP INC 68,196 76,882
TRAVELERS COMPANIES INC 22,652 25,145
TTDKF.PK 5,996 7,091
TYLER TECHNOLOGIES, INC 24,378 25,923
UBER 19,808 25,305
UBS AG 22,007 26,667
UNI CHARM CORP ORD F 4,086 3,782
UNITED OVERSEAS BANK 10,627 10,738
UNITED PARCEL SERVICE 21,016 19,339
UNIVERSAL MUSIC GROUP 21,258 22,864
US BANCORP 54,791 61,371
VAIL RESORTS INC 14,491 13,662
VANGARD RUSSELL 1000 GROWTH 612,214 776,298
VANGUARD DIVIDEND APPRECIATION 643,044 664,559
VANGUARD ENERGY ETF 41,384 46,912
VANGUARD FTSE EUROPEAN ETF 161,159 172,806
VANGUARD LG-CAP ETF 660,054 774,432
VANGUARD SHORT TERM CORPORATE 148,157 150,872
VANGUARD SM-CAP ETF 248,918 273,062
VANGUARD WORLD FUND ETF MEGA C 805,093 831,211
VERALTO CORPORATION 2,519 2,303
VERISIGN INC 20,705 20,596
VERISK ANALYTICS, INC 11,811 11,943
VULCAN MATERIALS CO 37,465 37,911
WATERS CORP 5,647 6,255
WEC ENERGY GROUP, INC 13,070 12,878
WILLIAMS COS 25,014 24,869
WISDOMTREE EMERGING MARKETS 147,581 153,642
WIX COM LTD 3,924 5,044
WORKDAY INC 6,197 7,178
XCEL ENERGY INC 23,964 24,826
XYLEM INC 23,571 25,960

TY 2023 InvestmentsOtherSchedule2
Name:
The Anthony and Susan Consigli
 
Foundation Inc
EIN:
83-2850550
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKSTONE REAL ESTATE INC TRU   315,000 299,815
DIRT CAPITAL PARTNERS 2023, LL   91,776 88,573
HAMILTON LANE CLASS R   504,071 516,466

TY 2023 OtherExpensesSchedule
Name:
The Anthony and Susan Consigli
 
Foundation Inc
EIN:
83-2850550
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 28,110     28,110
Bank Charges 357 357    
State or Local Filing Fees 984     984


TY 2023 OtherIncomeSchedule2
Name:
The Anthony and Susan Consigli
 
Foundation Inc
EIN:
83-2850550
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss DIRT CAPITAL PARTNERS 2023, LLC -8,224 -8,224  


TY 2023 OtherProfessionalFeesSchedule
Name:
The Anthony and Susan Consigli
 
Foundation Inc
EIN:
83-2850550
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 65,455 65,455    


TY 2023 TaxesSchedule
Name:
The Anthony and Susan Consigli
 
Foundation Inc
EIN:
83-2850550
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2023 15,500      
990-PF Extension for 2022 14,400      
Foreign Tax Paid 713 713