2026-05-12T10:28:54-05:00 2025-12-31 010494526 Baker Newman Noyes PO Box 507 Portland ME 04112 990PF 2025-01-01 261419554 Robert & Diana Borman Family Charitable Foundation ROBE 9142389531 455 Mansfield Avenue Darien CT 06820 Kate E Borman Trustee 9142389531 2026-04-10 1 Connor Smart P02285543 2078792100 2026-04-10 2025 2025-03-06 01:10:19Z X 8148667 X X 8928 8928 162074 162074 164334 1047042 164334 335336 335336 32000 3200 28800 2500 1250 1250 75652 75652 0 1207 1207 0 111359 81309 30050 312301 312301 423660 81309 342351 -88324 254027 234127 382920 382920 150697 147293 147293 6022713 7567097 7567097 1160411 51357 51357 7567948 8148667 8148667 0 0 X 0 0 0 0 7567948 8148667 7567948 8148667 7567948 8148667 7567948 -88324 669043 8148667 0 8148667 Publicly Traded Securities 983455 882708 100747 100747 Capital Gains Dividends P 63587 63587 63587 164334 3531 0 3531 0 3531 3393 0 0 0 3393 X 0 138 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A Kate Borman 9142389531 455 Mansfield Avenue Darien CT 06820 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Kate E Borman 455 Mansfield Avenue Darien CT 06820 Trustee 0.50 12000 0 0 Adam K Borman 455 Mansfield Avenue Darien CT 06820 Trustee 0.10 10000 0 0 Robert G Borman 455 Mansfield Avenue Darien CT 06820 Trustee 0.10 10000 0 0 Diana L Borman 455 Mansfield Avenue Darien CT 06820 Trustee 0.10 0 0 0 NONE 0 Morgan Stanley 55 East 52nd Street New York NY 10055 Investment managment 75652 0 0 7539318 131519 0 7670837 0 0 7670837 115063 7555774 377789 377789 3531 3531 374258 0 374258 0 374258 342351 0 342351 374258 308278 0 0 342351 308278 0 0 34073 0 0 0 0 0 0 0 0 340185 0 0 0 X ABC House - Darien PO Box 3204 Darien CT 06820 N/A PC Tutor programs 16000 ABC House - Glastonbury PO Box 502 Glastonbury CT 06033 N/A PC Solar Panels 10000 ACT of Connecticut 36 Old Quarry Road Ridgefield CT 06877 N/A PC Technical apprentice programs 25000 ALS Therapy Development Institute 480 Arsenal Street Suite 201 Watertown MA 02472 N/A PC Research 25000 Catawba Riverkeeper Foundation 102 Main Street Suite 100 McAdenville NC 28101 N/A PC Internship programs 30000 Connecticut Children's Foundation 282 Washington Street Hartford CT 06106 N/A PC Child life programs 15000 Connecticut Foodshare 2 Research Parkway Wallington CT 06492 N/A PC Food distribution efforts 10000 Darien Arts Center 2 Renshaw Road Darien CT 06820 N/A PC Program Scholarships 7500 Darien Foundation PO Box 1714 Darien CT 06820 N/A PC Youth programming; Library; Depot 15000 Darien Library 1441 Post Road Darien CT 06820 N/A PC Children's library 5000 Darien YMCA 2420 Post Road Darien CT 06820 N/A PC Summer camp and swim program 25851 Gettysburg College 300 North Washington Street Gettysburg PA 17325 N/A PC Support for the girls lacrosse team 10850 Glastonbury Public Schools fbo Glas 628 Hebron Avenue PO Box 191 Glastonbury CT 06033 N/A I Welding equipment 10100 Hands on Hartford 55 Bartholomew Avenue Hartford CT 06106 N/A PC Food pantry and food relief 12000 Hartford Hospital 80 Seymour Street Hartford CT 06106 N/A PC General operating support 20000 Norwalk Hospital Foundation 34 Maple Street Norwalk CT 06850 N/A PC Women's & Children's Community Resource Center 10000 Parkinson's Foundation 1350 Broadway Room 1509 Suite 1509 New York NY 10018 N/A PC Hospital care services 15000 The Community Fund Darien 30 Old Kings Highway South Darien CT 06820 N/A PC School engagement, Teen Talk, and Health Clinic 20000 The Prospector Theater 25 Prospect Street Ridgefield CT 06877 N/A PC Popcorn Edu Programming 25000 Welles-Turner Memorial Library second Century Fund 2407 Main Street Glastonbury CT 06033 N/A PC Early literacy program 5000 312301 0 14 8928 14 162074 18 164334 0 335336 0 335336 0 0 0 0 0 0 0 0 0 0 Tax preparation fees 2500 1250 1250 1955 shs SOJE 34682 34682 978 shs DTB 16675 16675 130 shs ABT 16287 16287 130 shs ABBV 29703 29703 117 shs AMD 25057 25057 452 shs GOOGL 141476 141476 599 shs AMZN 138261 138261 60 shs AMP 29420 29420 51 shs AMGN 16693 16693 59 shs ADI 16001 16001 6129 shs AAPL 1666230 1666230 49 shs AMAT 9509 9509 49 shs ARES 7920 7920 68 shs TEAM 11026 11026 955 shs BAC 52525 52525 36 shs BLK 38532 38532 47 shs BX 7245 7245 280 shs AVGO 96908 96908 126 shs CBRE 20260 20260 167 shs LNG 32463 32463 133 shs CVX 20271 20271 591 shs CHWY 19533 19533 55 shs CBRE 17167 17167 232 shs CSCO 17871 17871 108 shs KO 7550 7550 267 shs CL 21098 21098 513 shs CEG 181228 181228 54 shs COST 46566 46566 178 shs CCI 15819 15819 85 shs DELL 10700 10700 20 shs ETN 6370 6370 33 shs LLY 35464 35464 146 shs EQT 7826 7826 469 shs XOM 56439 56439 52 shs FSLR 13584 13584 98 shs FCX 4977 4977 57 shs GS 50103 50103 230 shs HD 79143 79143 238 shs HON 46431 46431 219 shs ICE 35469 35469 10 shs INTU 6624 6624 237 shs JNJ 49047 49047 454 shs JPM 146288 146288 714 shs KDP 19999 19999 20 shs LHX 5871 5871 261 shs LIN 111288 111288 339 shs MMC 62891 62891 83 shs MCD 25367 25367 13 shs META 8581 8581 294 shs MSFT 142184 142184 51 shs MDB 21404 21404 180 shs NFLX 16877 16877 327 shs NEE 26252 26252 34 shs NOC 19387 19387 320 shs NVDA 59680 59680 1080 shs ORLY 98507 98507 64 shs ORCL 12474 12474 516 shs PANW 95047 95047 121 shs PFGC 10880 10880 105 shs PM 16842 16842 215 shs PG 30812 30812 400 shs RSG 84772 84772 201 shs ROK 78203 78203 62 shs CRM 16424 16424 265 shs SRE 23397 23397 130 shs NOW 19915 19915 118 shs SHW 38236 38236 176 shs SHOP 28331 28331 59 shs SOLS 2866 2866 91 shs SPOT 52845 52845 322 shs TMUS 65379 65379 146 shs TSLA 65659 65659 40 shs CI 11009 11009 93 shs TMO 53889 53889 371 shs TJX 56989 56989 173 shs TOST 6143 6143 838 shs UBER 68473 68473 34 shs UNP 7865 7865 79 shs UNH 26079 26079 270 shs V 94692 94692 41 shs WMT 4568 4568 24 shs WELL 4455 4455 27 shs WDAY 5799 5799 928 shs NLY.I 23729 23729 1854 shs BAC.M 40769 40769 1854 shs BAC.N 38489 38489 927 shs NTRSO 18002 18002 927 shs PSA.J 17298 17298 1196 shs BSTZ 27042 27042 6175 shs PTA 119239 119239 4444 shs EOI 91369 91369 810 shs EVMO 41095 41095 473 shs IWO 152784 152784 1250 shs IWP 171175 171175 937 shs IWS 132164 132164 80 shs IJT 11293 11293 2443 shs PDX 45880 45880 97 shs VCSH 7734 7734 54 shs VBR 11437 11437 5763.647 shs BHYIX 41614 41614 6467.505 shs SDSCX 138081 138081 25147.706 shs LPXIX 241418 241418 407.606 shs CSRSX 26767 26767 18779.493 shs ESIIX 129391 129391 4339.938 shs GSIMX 97518 97518 1234.903 shs GQGIX 21981 21981 9649.765 shs HILIX 232752 232752 9248.4 shs SCIEX 199950 199950 12209.298 shs LSIIX 120872 120872 49544.671 shs LAUYX 122375 122375 1095.809 shs MCNVX 21752 21752 22553.385 shs PONPX 247862 247862 10100.857 shs PFTPX 83938 83938 3975.292 shs PRSNX 39912 39912 147293 147293 0 0 Net timing differences, checks written to funds withdrawn 126131 Unrealized gains on investments 542912 Investment management fees 75652 75652 0 Foreign taxes 1207 1207 0