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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$28,179,872J 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) 4,974,773
2 Check right arrow.............
3 Interest on savings and temporary cash investments 28,660 28,660  
4 Dividends and interest from securities... 464,268 464,268  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 292,647
b Gross sales price for all assets on line 6a 4,982,260
7 Capital gain net income (from Part IV, line 2)... 338,706
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
-6,252 -6,252  
12 Total. Add lines 1 through 11........ 5,754,096 825,382  
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)......... Click to see attachment
List of Attached Documents:
// Content
2,248 2,248 0 0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
134,170 104,170   30,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
63,407 5,607    
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
53,526 954   52,572
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 253,351 112,979 0 82,572
25 Contributions, gifts, grants paid....... 587,800 587,800
26 Total expenses and disbursements. Add lines 24 and 25 841,151 112,979 0 670,372
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,912,945
b Net investment income (if negative, enter -0-) 712,403
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 860,204 540,880 540,880
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)....... 18,192,590 Click to see attachment
List of Attached Documents:
// Content
23,052,690 		26,314,026
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).......... 910,847 Click to see attachment
List of Attached Documents:
// Content
1,283,016 		1,324,966
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) 19,963,641 24,876,586 28,179,872
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 19,963,641 24,876,586
29 Total net assets or fund balances (see instructions)..... 19,963,641 24,876,586
30 Total liabilities and net assets/fund balances (see instructions). 19,963,641 24,876,586
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
19,963,641
2
Enter amount from Part I, line 27a .....................
2
4,912,945
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
24,876,586
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
24,876,586
Form 990-PF (2024)
Form 990-PF (2024)
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 4,982,260   4,643,554 338,706
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       338,706
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 2 338,706
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 9,902
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 9,902
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 9,902
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,588
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,700
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,288
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 10 386
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow386 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
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 arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
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
Chris LeRoy Treas
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 (2024)
Form 990-PF (2024)
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 104,170
100 Federal Street 12th Floor
BOSTON,MA02110
Foundation Source Administrative 52,072
55 Walls Drive 3rd Fl
Fairfield,CT06824
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 (2024)
Form 990-PF (2024)
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
21,314,780
b
Average of monthly cash balances.......................
1b
688,086
c
Fair market value of all other assets (see instructions)................
1c
1,275,654
d
Total (add lines 1a, b, and c).........................
1d
23,278,520
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
23,278,520
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
349,178
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
22,929,342
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,146,467
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
1,146,467
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
9,902
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,902
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,136,565
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,136,565
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
1,136,565
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
670,372
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
670,372
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,136,565
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 561,472
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 670,372
a Applied to 2023, but not more than line 2a 561,472
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 2024 distributable amount..... 108,900
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.    
(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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,027,665
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
Anthony M Consigli
Susan 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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

A MAINEHEALTH HCSR

22 BRAMHALL ST
PORTLAND,ME04102 		N/A PC General & Unrestricted 25,000

BANK OF AMERICA CHARITABLE GIFT FUND

100 FEDERAL ST MA5-100-10-21
BOSTON,MA02110 		N/A PC Anthony and Susan Consigli DAF 400,000

EMPTY ARMS BEREAVEMENT SUPPORT INC

140 PINE ST
NORTHAMPTON,MA01062 		N/A PC General & Unrestricted 10,000

INSTITUTE FOR CITIZENS AND SCHOLARS

PO BOX 826031
PHILADELPHIA,PA19182 		N/A PC General & Unrestricted 25,000

JACOBS PILLOW DANCE FESTIVAL INC

358 GEORGE CARTER RD
BECKET,MA01223 		N/A PC General & Unrestricted 5,000

MALLEY FARM FOR WOMEN

45 MALLEY FARM RD
SOMERSWORTH,NH03878 		N/A PC General & Unrestricted 27,800

NEW HOPE INC

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

OGUNQUIT PLAYHOUSE FOUNDATION

PO BOX 1510
OGUNQUIT,ME03907 		N/A PC General & Unrestricted 5,000

SAINT ANTHONY SHRINE

100 ARCH ST
BOSTON,MA02110 		N/A PC General & Unrestricted 25,000

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 General & Unrestricted 25,000

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 587,800
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 28,660  
4 Dividends and interest from securities ....     14 464,268  
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 ............ 		    18 292,647  
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 -6,252  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   779,323  
13Total. Add line 12, columns (b), (d), and (e)..................
13
779,323
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
The Anthony and Susan Consigli Foundation
Inc 		Employer identification number
83-2850550
Part I
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
Anthony M Consigli Revocable Trust
110 Stuart St Unit 19G
 
Boston, MA02116

$ 4,974,773


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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
 ORACLE CORP ORCL, 167 sh. $ 28,130 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NVIDIA CORP NVDA, 2094 sh. $ 275,885 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MITSUBISHI UFJ FINANCIAL GROUP INC ADR MUFG, 4299 sh. $ 48,772 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MICROSOFT CORP MSFT, 61 sh. $ 26,607 2024-12-20
(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, 159 sh. $ 125,448 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INTUITIVE SURGICAL ISRG, 14 sh. $ 7,330 2024-12-20
Schedule B (Form 990) (Rev. 1-2025)
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
 AMAZON COM AMZN, 658 sh. $ 146,385 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BROADCOM INC AVGO, 393 sh. $ 88,268 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BROADCOM INC AVGO, 1280 sh. $ 287,488 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 META PLATFORMS INC META, 331 sh. $ 195,805 2024-12-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMAZON COM AMZN, 280 sh. $ 63,109 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMAZON COM AMZN, 60 sh. $ 13,523 2024-12-23
Schedule B (Form 990) (Rev. 1-2025)
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, 1180 sh. $ 162,197 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BROADCOM INC AVGO, 340 sh. $ 77,950 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BROADCOM INC AVGO, 150 sh. $ 34,390 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ORACLE CORP ORCL, 30 sh. $ 5,052 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ORACLE CORP ORCL, 10 sh. $ 1,684 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ORACLE CORP ORCL, 10 sh. $ 1,684 2024-12-23
Schedule B (Form 990) (Rev. 1-2025)
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
 ORACLE CORP ORCL, 30 sh. $ 5,052 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ORACLE CORP ORCL, 110 sh. $ 18,523 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ORACLE CORP ORCL, 20 sh. $ 3,368 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ORACLE CORP ORCL, 40 sh. $ 6,736 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ORACLE CORP ORCL, 30 sh. $ 5,052 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ORACLE CORP ORCL, 30 sh. $ 5,052 2024-12-23
Schedule B (Form 990) (Rev. 1-2025)
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
 ORACLE CORP ORCL, 30 sh. $ 5,052 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ORACLE CORP ORCL, 20 sh. $ 3,368 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMAZON COM AMZN, 140 sh. $ 31,555 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INTUITIVE SURGICAL ISRG, 30 sh. $ 15,720 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INTUITIVE SURGICAL ISRG, 30 sh. $ 15,720 2024-12-23
(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, 18 sh. $ 14,152 2024-12-23
Schedule B (Form 990) (Rev. 1-2025)
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, 113 sh. $ 49,182 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MITSUBISHI UFJ FINANCIAL GROUP INC ADR MUFG, 110 sh. $ 1,259 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NVIDIA CORP NVDA, 1370 sh. $ 188,313 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 META PLATFORMS INC META, 50 sh. $ 29,684 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 META PLATFORMS INC META, 130 sh. $ 77,177 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 META PLATFORMS INC META, 48 sh. $ 28,496 2024-12-23
Schedule B (Form 990) (Rev. 1-2025)
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
 META PLATFORMS INC META, 310 sh. $ 184,038 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ORACLE CORP ORCL, 30 sh. $ 5,052 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ORACLE CORP ORCL, 50 sh. $ 8,420 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ORACLE CORP ORCL, 10 sh. $ 1,684 2024-12-23
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ORACLE CORP ORCL, 10 sh. $ 1,684 2024-12-23
(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, 25 sh. $ 3,185 2024-12-27
Schedule B (Form 990) (Rev. 1-2025)
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
 T-MOBILE US INC TMUS, 59 sh. $ 13,137 2024-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UNICREDIT SPA UNCRY, 385 sh. $ 7,663 2024-12-27
(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, 10 sh. $ 3,610 2024-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UBS AG UBS, 110 sh. $ 3,368 2024-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VISA INC V, 155 sh. $ 49,527 2024-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SEA LTD SE, 65 sh. $ 7,002 2024-12-27
Schedule B (Form 990) (Rev. 1-2025)
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, 111 sh. $ 37,603 2024-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SYNCHRONY FINANCIAL SYF, 800 sh. $ 52,904 2024-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SHAKE SHACK INC SHAK, 240 sh. $ 31,614 2024-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TEXAS ROADHOUSE, INC TXRH, 75 sh. $ 13,624 2024-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TARGA RESOURCES CORP TRGP, 305 sh. $ 54,019 2024-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ONEOK INC OKE, 140 sh. $ 14,120 2024-12-27
Schedule B (Form 990) (Rev. 1-2025)
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
 PANDORA A S SPON ADREACH REP 0.25 ORD PANDY, 130 sh. $ 6,034 2024-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 RHEINMETALL AG UNSPONSORD ADR RNMBY, 30 sh. $ 3,864 2024-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 RESTORATION HARDWARE RH, 33 sh. $ 13,243 2024-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SMNEY , 140 sh. $ 7,376 2024-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SAP AKTIENGESELL ADS SAP, 51 sh. $ 12,716 2024-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 Vistra Energy Corp VST, 390 sh. $ 54,549 2024-12-27
Schedule B (Form 990) (Rev. 1-2025)
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
 WAL-MART STORES INC WMT, 30 sh. $ 2,751 2024-12-27
(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, 170 sh. $ 31,800 2024-12-27
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WILLIAMS COS WMB, 470 sh. $ 25,366 2024-12-27
(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, 16 sh. $ 1,406 2024-12-27
(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, 89 sh. $ 14,894 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 KNIFE RIVER HOLDING COMPANY KNF, 81 sh. $ 8,304 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
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
 GE VERNOVA GEV, 63 sh. $ 20,809 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HUBBELL INCORPORATED HUBB, 59 sh. $ 24,775 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MARRIOTT INTERNATIONAL INC. CL A MAR, 50 sh. $ 13,985 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LENNOX INTL INC LII, 15 sh. $ 9,215 2024-12-31
(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, 15 sh. $ 6,842 2024-12-31
(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, 10 sh. $ 2,400 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
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
 BOOKING HOLDINGS INC BKNG, 2 sh. $ 9,970 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HITACHI LTD HTHIY, 325 sh. $ 16,110 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ERSTE BK DER OEST SP EBKDY, 205 sh. $ 6,358 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GOLDMAN SACHS GROUP GS, 107 sh. $ 61,381 2024-12-31
(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, 80 sh. $ 4,676 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CURTISS WRIGHT CP CW, 65 sh. $ 23,256 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
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
 ABB LTD ABBNY, 50 sh. $ 2,696 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ACUITY BRANDS INC AYI, 50 sh. $ 14,686 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CARLISLE COS INC CSL, 32 sh. $ 11,855 2024-12-31
(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, 24 sh. $ 10,208 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BJ'S WHLSL CLUB INC BJ, 180 sh. $ 16,085 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CONSTELLATION ENERGY GROUP INC CEG, 135 sh. $ 30,369 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
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
 BADGER METER, INC BMI, 118 sh. $ 25,245 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WIX COM LTD WIX, 102 sh. $ 21,949 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 THE ENSIGN GROUP, INC ENSG, 95 sh. $ 12,645 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 COSTCO WHOLESALE CORPORATION COST, 91 sh. $ 83,596 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AIRBUS GROUP SE EADSF, 11 sh. $ 1,763 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMPHENOL CORPORATION APH, 720 sh. $ 50,013 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
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
 BOSTON SCIENTIFIC BSX, 595 sh. $ 53,318 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 EXLSERVICE HOLDINGS INC EXLS, 475 sh. $ 21,146 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BELLRING BRANDS, INC BRBR, 300 sh. $ 22,727 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ARCHROCK INC AROC, 215 sh. $ 5,405 2024-12-31
(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 NONOF, 198 sh. $ 17,266 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SHOPIFY INC SHOP, 109 sh. $ 11,596 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
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
 SAP AG O.N SAPGF, 50 sh. $ 12,259 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HITACHI CORP 6501 HTHIF, 49 sh. $ 1,242 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ARGENX SE ARGX, 48 sh. $ 29,687 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SAFRAN S.A. ORD SHS SAFRF, 39 sh. $ 8,515 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WIX COM LTD WIX, 8 sh. $ 1,722 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MOODYS CORP MCO, 2 sh. $ 949 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
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
 TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 607 sh. $ 121,139 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 INDUSTRIA DE DISENO TEXT IDEXF, 556 sh. $ 28,580 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 RECRUIT HOLDING CO LTD JPY RCRRF, 407 sh. $ 29,289 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ABB ORD SHS ABLZF, 294 sh. $ 15,912 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SPOTIFY TECHNOLOGY SA SPOT, 57 sh. $ 25,631 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BROOKFIELD ASSET MANAGEMENT LTD BAM, 25 sh. $ 1,361 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
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
 NETFLIX INC NFLX, 22 sh. $ 19,714 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HUBSPOT INC HUBS, 20 sh. $ 13,958 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GEN DYNAMICS CP GD, 13 sh. $ 3,430 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MARSH AND MCLENNAN COMPANIES INC MMC, 9 sh. $ 1,910 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 THE TRADE DESK INC TTD, 164 sh. $ 19,459 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ARES MANAGEMENT CORPORATION ARES, 128 sh. $ 22,830 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
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
 SHOPIFY INC SHOP, 93 sh. $ 9,894 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TRANSDIGM GRP INC TDG, 84 sh. $ 107,149 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ARCH CAPITAL GROUP LTD ACGL, 68 sh. $ 6,260 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TRANE TECHNOLOGIES PLC TT, 62 sh. $ 22,997 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PERIMETER SOLUTIONS ORD SHS PRM, 852 sh. $ 10,901 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 THE BLACKSTONE GROUP INC CL A BX, 453 sh. $ 78,148 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
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
 ARISTA NETWORKS ANET, 332 sh. $ 36,806 2024-12-31
(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, 229 sh. $ 145,907 2024-12-31
(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, 203 sh. $ 38,857 2024-12-31
(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, 198 sh. $ 65,859 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MORGAN STANLEY MS, 390 sh. $ 49,146 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NETFLIX INC NFLX, 270 sh. $ 241,940 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
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
 MOTOROLA SOLUTIONS INC MSI, 57 sh. $ 26,373 2024-12-31
(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, 10 sh. $ 1,968 2024-12-31
(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, 9 sh. $ 4,495 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 KKR & CO INC KKR, 1154 sh. $ 171,761 2024-12-31
(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, 950 sh. $ 84,688 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FLUTTER ENTERTAINMENT ORD SHS PDYPF, 15 sh. $ 3,886 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
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
 MCKESSON CORP MCK, 10 sh. $ 5,719 2024-12-31
(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, 9 sh. $ 4,669 2024-12-31
(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, 2 sh. $ 3,987 2024-12-31
(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, 1298 sh. $ 115,710 2024-12-31
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 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 2024 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
3M CO 13,544 13,813
ABB LTD 2,696 2,686
ABB ORD SHS 29,226 33,556
ABBOTT LABS 8,219 8,709
ABBVIE INC 46,800 54,199
ABERDEEN BLOOMBERG ALL COMMODI 33,432 32,588
ACADIA HEALTHCARE CO INC 77 40
ACCENTURE PLC 23,266 25,329
ACUITY BRANDS INC 14,686 14,607
ADIDAS-SALOMON AG OR OTC 4,792 5,914
ADOBE SYSTEMS, INC 44,864 36,019
ADVANTEST CORP - ADR 4,676 4,551
AIA GROUP 12,748 10,294
AIR PRODS & CHEM INC 22,732 23,203
AIRBUS GROUP SE 11,700 12,661
ALCON INC 24,552 25,891
ALIBABA GROUP HOLDING LTD 4,411 3,646
ALPHABET INC CL C 99,733 119,465
AMADEUS IT HOLDINGS SA 15,673 15,537
AMAZON COM 332,419 367,873
AMER INTERNATIONAL GROUP INC 30,498 29,411
AMERICAN WATER WORKS COMPANY I 23,828 24,151
AMERIPRISE FINANCIAL INC 33,552 50,080
AMETEK INC 9,259 10,095
AMGEN INC 33,529 31,798
AMPHENOL CORPORATION 56,307 59,519
ANHEUSER BUSCH INBEV SA NV SHS 10,827 8,492
ANSYS INC 42,056 45,202
AON PLC CL A 24,522 28,014
APPLE INC 121,968 149,972
APPLIED IDNS TECH 2,400 2,395
APPLOVIN CORP 6,577 7,772
AQR DIVERSIFIED ARB I 464,913 478,799
AQR LONG-SHORT EQUITY FUND CLA 393,136 474,364
ARCH CAPITAL GROUP LTD 30,530 34,262
ARCHROCK INC 5,405 5,351
ARES MANAGEMENT CORPORATION 37,726 44,080
ARGENX SE 47,758 52,890
ARISTA NETWORKS 47,132 55,265
ASG MANAGED FUTURES STRATEGY F 484,504 478,527
ASHTEAD GROUP 7,963 6,218
ASML HLDG NV ORD SHS 16,032 16,164
ASML HOLDING NV NY REG SHS 18,470 18,713
ASTRAZENECA 16,622 15,528
ASTRAZENECA PLC ORD 16,317 15,208
ATLAS COPCO AB A SHS ADR 11,641 9,925
ATMOS ENERGY CORP 29,541 35,653
AUTODESK, INC 14,166 16,847
AUTOMATIC DATA PROCESSING INC 26,906 31,615
AUTOZONE INC 25,167 32,020
B&M EUROPEAN VALUE RETAIL 3,016 1,856
BADGER METER, INC 25,245 25,030
BAE SYSTEMS ORD GBP OTC 9,082 8,357
BEIGENE LTD 13,645 13,299
BELLRING BRANDS, INC 22,727 22,602
BERKLEY W R CP 7,366 7,959
BERKSHIRE HATHAWAY INC. CLASS 16,658 15,865
BHP BILLITON LIMITED 12,902 10,450
BHP BLT FPO 3,152 2,522
BJ'S WHLSL CLUB INC 16,085 16,083
BLACKROCK EVENT DRIVEN EQUITY 470,875 477,848
BOOKING HOLDINGS INC 9,970 9,937
BOSTON SCIENTIFIC 53,318 53,145
BP PLC 7,144 5,558
BRITISH AMERICAN TOBACCO 4,259 5,014
BROADCOM INC 558,565 663,757
BROOKFIELD ASSET MANAGEMENT LT 31,023 44,382
BROOKFIELD CORP ORD SHS CL A 45,773 71,813
BROOKFIELD INFRASTRUCTURE CORP 35,221 38,090
BROOKFIELD RENEWABLE CORPORATI 11,654 11,230
BROWN & BROWN INC 34,889 49,174
CALAMOS MARKET NEUTRAL FD CL I 444,984 472,011
CANADIAN NATL RAILWAY CO 11,404 9,136
CAPGEMINI SE 12,586 10,808
CAPITAL ONE FINANCIAL CORP 27,273 41,905
CARLISLE COS INC 11,855 11,803
CARLSBERG A/S 7,318 4,949
CARMAX INC 27,917 27,553
CATALYST MILLBURN HEDGE STRATE 437,340 476,301
CBRE GROUP 23,488 35,580
CCC INTELLIGENT SOLUTIONS HOLD 14,218 14,416
CHEVRON CORP 33,857 30,561
CHIPOTLE MEX GRILL 3,435 4,462
CHUGAI PHARMACEUTICAL CO LTD 5,021 4,497
CISCO SYSTEMS INC 7,286 8,406
CME GROUP, INC 17,945 19,507
COMFORT SYSTEMS USA INC 10,208 10,177
COMMERCE BANCSHARES, INC 13,413 17,198
CONOCOPHILLIPS 4,598 3,868
CONSTELLATION BRANDS INC 25,511 21,879
CONSTELLATION ENERGY GROUP INC 30,369 30,201
COPART INC 55,383 67,778
CORNING INC 13,813 20,624
CORTEVA INC 38,901 43,176
COSTAR GROUP, INC 46,659 40,448
COSTCO WHOLESALE CORPORATION 83,596 83,381
COTERRA ENERGY INC 29,950 28,145
CULLEN FROST BANKERS INC 17,866 23,091
CURTISS WRIGHT CP 23,256 23,067
D R HORTON 26,203 23,490
DAIICHI SANKYO COMPANY, LIMITE 12,262 11,323
DAIKIN INDUSTRIES FIRST SECTIO 6,714 5,104
DANAHER CORP 29,970 29,842
DASSAULT SYS SA SPN ADR 16,275 13,053
DB X TRACKERS MSCI EAFE HEDGED 65,637 78,660
DBS GROUP HLDGS LTD. SPON ADR 8,574 12,146
DELL TECHNOLOGIES INC CLASS C 14,417 20,628
DEUTSCHE BANK AG 17,265 18,806
DEUTSCHE BANK REGD NPV 6,195 6,743
DNB BANK 6,989 6,761
DOMINOS PIZZA INC 26,235 27,284
DOORDASH ORD SHS CLASS A 9,744 16,104
DOUBLELINE TOTAL RETURN BOND 65,193 63,988
DSV 7,678 9,363
EATON CORP PLC 97,028 109,849
ECOLAB INC 26,571 32,805
EDWARDS LIFESCIENCES 3,522 3,183
ELI LILLY & CO 213,110 236,232
EMCOR GROUP INC 6,842 6,809
ENGIE SA 8,759 8,323
ENTEGRIS INC 5,048 4,557
EPIROC AB CL A 12,898 11,717
EQUITY LIFESTYLE PRP 23,681 23,110
ERSTE BK DER OEST SP 6,358 6,300
ESSILOR INTL 12,824 15,858
ESSILOR INTL ADR 13,849 17,014
EVOLUTION AB 3,843 3,210
EXLSERVICE HOLDINGS INC 21,146 21,081
EXXON MOBIL CORP 17,550 16,781
FAIR ISSAC & CO INC 59,374 79,637
FASTENAL COMPANY 20,785 24,449
FEDERATED INSTI HIGH YIELD BD 12,772 12,898
FERGUSON PLC 10,552 10,414
FERRARI NV 5,057 5,098
FIRST TRUST ISE WATER INDEX 1,536 1,531
FLOOR AND DECOR HOLDINGS 4,382 4,187
FLUTTER ENTERTAINMENT ORD SHS 3,886 3,877
FUJITSU ORD SHS 4,522 6,019
GALLAGHER ARTHUR J & CO 15,468 15,612
GARMIN LTD 16,043 15,676
GARTNER INC 25,752 32,459
GE VERNOVA 20,809 20,723
GEN DYNAMICS CP 38,651 40,577
GENERAL ELECTRIC CO 14,894 14,844
GENMAB AS 8,208 4,770
GIVAUDAN SA UNSP/ADR 8,402 10,449
GLOBAL X MLP & ENERGY INFRASTR 24,289 36,942
GLOBAL X US INFRASTRUCTURE DEV 24,513 24,650
GOLDMAN SACHS GROUP 76,544 79,022
GOTHAM ABSOLUTE RETURN FUND 444,551 471,671
GRACO INC 5,356 5,479
GRAINGER W W INC 10,339 13,703
GROUPE DANONE 5,128 5,482
H WORLD GROUP LIMITED 17,533 16,548
HANNOVER RUCKVISCG SP/ADR 13,408 14,458
HEICO CP CL A 48,421 64,384
HERMES INTL S A 10,670 11,901
HILTON WORLDWIDE HOLDINGS, INC 46,224 67,969
HITACHI CORP 6501 9,507 13,274
HITACHI LTD 16,110 16,075
HOME DEPOT INC 39,194 43,178
HONEYWELL INTL 27,752 32,302
HONG KONG EXCHANGE & CLEARING 4,564 5,806
HOYA CORP 3,593 3,655
HP INC 13,775 12,171
HSBC HOLDINGS PLC 16,000 16,272
HUBBELL INCORPORATED 24,775 24,715
HUBSPOT INC 21,888 24,387
HYATT HOTELS CORP 10,359 13,500
IBERDROLA SA 4,862 5,520
IDEXX CORP 11,402 9,096
ILLINOIS TOOL WORKS 18,110 18,763
IMPERIAL BRANDS PLC 4,907 6,674
INDUSTRIA DE DISENO TEXT 38,183 40,968
INTERCONTINENTAL HOTELS GROUP 12,927 19,862
INTERNATIONAL BUSINESS MACHINE 15,898 15,828
INTUIT 11,181 13,199
INTUITIVE SURGICAL 62,685 68,899
INVESCO MSCI GLOBAL TIMBER ETF 6,640 6,650
INVESCO S&P GLOBAL WATER INDEX 28,152 28,997
INVESCO TAXABLE MUNICIPAL BOND 51,944 50,993
ISHARES CORE MSCI EAFE ETF 285,479 307,826
ISHARES EDGE MSCI INTL MOMENTU 81,668 92,752
ISHARES EDGE MSCI INTL QUALITY 170,012 180,774
ISHARES EDGE MSCI USA SIZE FAC 479,139 591,030
ISHARES GOLD TR 138,183 188,633
ISHARES JP MORGAN USD EM MKTS 200,398 200,162
ISHARES MSCI CANADA INDEX FD 119,738 135,811
ISHARES MSCI EMERGING MARKETS 146,129 160,805
ISHARES MSCI EMG MKTS SMALL CA 35,430 36,338
ISHARES MSCI GLOBAL AGRICULTUR 6,183 6,200
ISHARES MSCI INDIA ETF 14,909 17,898
ISHARES MSCI USA MIN VOLATILIT 220,883 257,491
ISHARES MSCI USA MOMENTUM FACT 144,740 200,712
ISHARES MSCI USA QUALITY FACTO 670,130 917,111
ISHARES MSCI-JAPAN 114,771 132,187
ISHARES RUSSELL TOP 200 ETF 460,690 680,136
ISHARES S&P GLOBAL TIMBER & FO 13,138 12,214
ISHARES ULTRA SHORT TERM BOND 52,826 52,952
ISHARES US INFRASTRUCTURE 5,320 5,323
ITOCHU CORP ORD 8001 12,341 14,385
JANUS HENDERSON AAA CLO ETF 21,800 21,805
JOHN HANCOCK DIVERSIFIED MACRO 428,548 431,167
JOHNSON & JOHNSON 33,667 32,250
JP MORGAN CHASE 25,070 32,121
KEURIG DR PEPPER INC 19,189 18,405
KEYENCE CORPORATION,FIRST SECT 9,642 9,321
KINDER MORGAN INC 9,359 14,522
KINGSPAN GROUP 17,047 14,694
KKR & CO INC 222,822 262,836
KNIFE RIVER HOLDING COMPANY 8,304 8,233
KONINKLIJKE KPN NV 5,512 5,531
L'AIR LIQUIDE ADR OTC 17,897 17,254
L'AIR LIQUIDE ORD EU 7,329 7,150
L'OREAL ADR 28,361 22,742
L'OREAL CO ACT 14,548 10,724
LAM RESEARCH CORP 6,305 5,056
LENNAR CORP 62,306 64,912
LENNOX INTL INC 9,215 9,140
LIBERTY MEDIA CORPORATION - SE 6,257 7,816
LIBERTY MEDIA CORPORATION - SE 15,947 21,590
LIVE NATION INC COM 24,116 35,224
LOCKHEED MARTIN CORP 21,186 22,839
LONDON STK EXCHANGE GROUP 11,872 12,634
LONDON STOCK EXCH LTD 16,518 20,776
LORD ABBETT INV TR, LORD ABBET 12,570 12,633
LOWES COMPANIES INC 24,526 27,888
LVMH MOET HENN UNSP 28,208 23,524
LVMH-MOET HNSY L VUTN 13,849 11,845
MARKEL CORP 30,967 36,251
MARKET VECTORS AGRIBUSINESS ET 21,636 18,388
MARRIOTT INTERNATIONAL INC. CL 13,985 13,947
MARSH AND MCLENNAN COMPANIES I 34,869 38,234
MARTIN MARIETTA MATLS INC 73,388 77,475
MARUBENI CORP ORD 5,552 5,098
MASTERCARD INC 36,617 45,812
MCDONALD'S CORP 50,746 52,180
MCKESSON CORP 15,456 18,237
MEDTRONIC PLC 21,828 21,008
MERCADOLIBRE, INC 16,467 20,405
MERCK & CO INC 84,360 75,903
META PLATFORMS INC 563,975 598,391
MICHELIN CIE GEN UNSP/ADR 23,099 23,274
MICROCHIP TECHNOLOGY INC 58,198 39,973
MICROSOFT CORP 234,363 264,702
MITSUBISHI UFJ FINANCIAL GROUP 67,482 77,598
MONCLER S P A 11,899 8,589
MONDELEZ INTERNATIONAL INC 51,433 42,229
MOODYS CORP 8,363 10,888
MOOG INC CL A 1,968 1,968
MORGAN STANLEY 49,146 49,031
MOTOROLA SOLUTIONS INC 26,373 26,347
MSCI INC 26,953 30,601
MTU AERO ENGINES HOLDINGS AG 5,007 7,398
MUENCHENER RUECKVER 7,771 7,505
MURPHY USA INC 4,495 4,516
NATERA INC 3,699 3,483
NATIONAL GRID TRANSC 5,289 5,870
NESTLE SA CHAM ET VE OTC 15,865 11,397
NETEASE 3,169 2,744
NETFLIX INC 286,364 310,179
NEUBERGER BERMAN ALTRNTIVE FDS 424,601 474,918
NEXTERA ENERGY, INC 34,508 37,781
NITORI HOLDINGS 3,168 3,082
NOMURA RESEARCH INSTITUTE LTD 7,987 8,045
NORTHEAST UTIL 11,346 9,055
NOVO NORDISK A S 29,637 27,268
NOVO NORDISK A/S 40,641 38,312
NVIDIA CORP 691,215 778,478
NXP SEMICONDUCTORS 10,878 10,600
O'REILLY AUTOMOTIVE INC 48,544 60,476
ONEOK INC 27,316 30,120
ORACLE CORP 124,704 132,812
OSHKOSH CORP 19,128 17,398
PACER US SMALL CAP CASH COWS 1 124,277 124,108
PALO ALTO NETWORKS INC 7,530 9,098
PANDORA A S SPON ADREACH REP 0 6,034 6,045
PARKER HANNIFIN CP 186,604 204,802
PAYCHEX 18,039 20,472
PAYPAL HOLDINGS, INC 11,172 11,778
PEPSICO INC 47,610 40,600
PERIMETER SOLUTIONS ORD SHS 12,818 15,093
PERMANENT PT 387,652 474,278
PETROLEO BRASILEIRO 12,625 10,764
PHILLIPS 66 23,655 21,647
PIMCO INCOME FUND P CLASS 63,720 63,518
PNC FINANCIAL GROUP INC 48,680 69,233
PPL CORPORATION 18,251 20,125
PROCORE TECHNOLOGIES INC 9,264 8,167
PROCTER GAMBLE CO 67,135 73,431
PROGRESSIVE CORP OHIO 9,762 15,335
PROLOGIS 15,479 12,790
QUALCOMM INC 38,112 47,929
QUANTA SVCS INC 8,881 12,010
RAYTHEON TECHNOLOGIES CORP 7,709 10,415
REAL ESTATE SELECT SECTOR SPDR 83,816 79,713
REALTY INCOME CORP 25,996 24,035
RECRUIT HOLDING CO LTD JPY 34,938 39,631
RECRUIT HOLDINGS CO 11,790 11,316
REGENERON PHARMACEUTICALS INC 14,834 12,822
RELX PLC 10,912 12,908
RELX PLC 15,491 19,667
RESTORATION HARDWARE 13,243 12,988
RHEINMETALL AG UNSPONSORD ADR 3,864 3,797
ROLLS ROYCE GRP PLC S/ADR 16,318 16,242
ROLLS ROYCE GRPORD 8,589 12,889
ROPER INDUSTRIES 34,542 34,830
ROSS STORES, INC 7,586 8,925
ROYAL BANK OF SCOTLAND 7,687 9,624
RPM INTERNATIONAL INC 27,161 31,134
RYAN SPECIALTY GROUP HOLDINGS 4,244 4,106
SAFRAN S.A. ORD SHS 25,915 31,187
SAFRAN SA - UNSPON ADR 14,385 18,367
SALESFORCE.COM 53,882 52,824
SANOFI-AVENTIS SPONSORED ADR 16,129 14,807
SAP AG O.N 34,545 44,134
SAP AKTIENGESELL ADS 12,716 12,557
SBA COMMUNICATIONS CORP 5,365 4,687
SCHNEIDER ELEC UNSP/ADR 14,632 19,856
SCHWAB FUNDAMENTAL EM MARKETS 81,640 91,508
SCHWAB FUNDAMENTAL INTL LARGE 115,993 124,870
SCHWAB INTERMEDIATE US TRS ETF 88,391 86,958
SCHWAB US TIPS 91,350 90,405
SEA LTD 7,002 6,897
SEMPRA ENERGY COM 24,332 29,562
SERVICE NOW 24,907 33,924
SHAKE SHACK INC 31,614 31,152
SHELL ADR EACH REPRESENTING 2 20,186 18,858
SHIN ETSU CHEMICAL 7,352 7,109
SHOPIFY INC 31,118 34,664
SIKA AG 10,451 8,093
SMC CORP 9,513 7,515
SMNEY 22,129 35,721
SONY GROUP CORP 49,018 60,412
SPDR PORTFOLIO EMERGING MARKET 137,483 151,178
SPDR S&P METALS & MINING ETF 27,046 27,240
SPOTIFY TECHNOLOGY SA 49,004 62,633
STARBUCKS CORP COM 8,079 7,939
STRAUMANN HLDG AG WALDENBURG 5,061 3,906
SUZUKI MOTOR CORP 6,874 6,752
SYNCHRONY FINANCIAL 52,904 52,000
SYNOPSYS, INC 8,975 8,736
T-MOBILE US INC 13,137 13,023
TAIWAN SEMICONDUCTOR MFG CO LT 152,834 180,506
TARGA RESOURCES CORP 54,019 54,443
TELEDYNE TECH INC 25,324 28,312
TENCENT HOLDINGS LTD 6,131 7,931
TENET HEALTHCARE CORP 3,185 3,156
TERUMO CORPORATION,FIRST SECTI 3,018 3,701
TESLA MOTORS INC 41,725 58,153
TEXAS INSTRUMENTS INC 26,349 29,064
TEXAS ROADHOUSE, INC 13,624 13,532
TFI INTERNATIONAL 6,834 6,890
THE BLACKSTONE GROUP INC CL A 114,714 131,729
THE COCA-COLA CO 45,749 45,263
THE ENSIGN GROUP, INC 12,645 12,622
THE TRADE DESK INC 24,070 26,562
THERMO FISHER SCIENTIFIC INC 11,019 9,364
TOKYO ELECTRON NPV 6,255 6,308
TOTAL SA 20,226 17,050
TOTALENERGIES SE 30,331 25,288
TOYOTA MTR CORP 9,547 10,898
TRANE TECHNOLOGIES PLC 30,477 34,719
TRANSDIGM GRP INC 176,254 196,428
TRAVELERS COMPANIES INC 31,604 40,710
TTDKF.PK 5,681 9,163
TYLER TECHNOLOGIES, INC 19,664 28,255
UBER 6,958 7,359
UBS AG 25,715 29,592
UCB UNSP ADR 11,333 11,961
UNI CHARM CORP ORD F 3,760 2,361
UNICREDIT SPA 19,637 19,401
UNICREDIT SPA 9,920 10,678
UNILEVER PLC AMER 11,985 11,453
UNION PACIFIC 4,942 5,017
UNITED PARCEL SERVICE 8,371 6,431
UNITED THERAPEUTICS CORP 3,610 3,528
US BANCORP 28,306 33,720
VAIL RESORTS INC 14,033 11,622
VANECK URANIUM+NUCLEAR ENERGY 21,518 23,589
VANGARD RUSSELL 1000 GROWTH 704,994 1,115,639
VANGUARD DIVIDEND APPRECIATION 550,673 654,071
VANGUARD ENERGY ETF 35,673 39,426
VANGUARD FTSE EUROPEAN ETF 151,969 161,214
VANGUARD LG-CAP ETF 660,818 943,949
VANGUARD SHORT TERM CORPORATE 60,300 61,238
VANGUARD SM-CAP ETF 272,659 331,586
VANGUARD WORLD FUND ETF MEGA C 664,695 780,687
VEEVA SYSTEMS INC 22,971 25,020
VERALTO CORPORATION 3,782 3,768
VERISIGN INC 4,442 4,553
VERISK ANALYTICS, INC 8,737 10,191
VERIZON COMMUNICATIONS 28,503 27,553
VERTIV CL A 5,833 6,930
VISA INC 49,527 48,986
VISTRA ENERGY CORP 54,549 53,769
VULCAN MATERIALS CO 46,457 51,189
WAL-MART STORES INC 11,232 11,023
WASTE CONNECTIONS 14,372 13,726
WATERS CORP 9,499 11,129
WEC ENERGY GROUP, INC 13,070 14,388
WILLIAMS COS 59,311 75,010
WILLIAMS SONOMA INC 31,800 31,481
WISDOMTREE EMERGING MARKETS 135,711 148,742
WIX COM LTD 27,067 31,110
XCEL ENERGY INC 22,971 27,616
XYLEM INC 27,654 30,049

TY 2024 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   485,000 456,307
DIRT CAPITAL PARTNERS 2023, LL   285,524 288,061
HAMILTON LANE CLASS R   512,492 580,598

TY 2024 LegalFeesSchedule
Name:
The Anthony and Susan Consigli Foundation
 
Inc
EIN:
83-2850550
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General Consultations 2,248 2,248    


TY 2024 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 52,072     52,072
Bank Charges 954 954    
State or Local Filing Fees 500     500


TY 2024 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 -6,252 -6,252  


TY 2024 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 104,170 104,170    
Philanthropic Consulting Srvcs 30,000     30,000


TY 2024 SubstantialContributorsSch
Name:
The Anthony and Susan Consigli Foundation
 
Inc
EIN:
83-2850550
Name Address
Anthony M Consigli Revocable Trust 110 Stuart St Unit 19G
Boston,MA02116


TY 2024 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 2024 5,000      
990-PF Extension for 2023 52,800      
Foreign Tax Paid 5,607 5,607