2024-05-09T15:33:44-05:00 2023-12-31 010494526 Baker Newman Noyes PO Box 507 Portland ME 04112 990PF 2023-01-01 261419554 Robert & Diana Borman Family Charitable Foundation ROBE 9142389531 455 Mansfield Avenue Darien CT 06820 Robert Borman Trustee 9142389531 2024-04-19 1 Robert Borman XXX-XX-XXXX 0 Connor Smart P02285543 2078792100 2024-04-19 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 6846533 X X 9537 9537 138366 138366 285005 2073341 285005 432908 432908 32000 3200 28800 2100 1050 1050 62693 62693 0 3367 823 0 250 0 250 100410 67766 30100 329450 328450 429860 67766 358550 3048 365142 340016 412331 412331 64255 143708 143708 4252846 4963447 4963447 1219620 1209147 1209147 100425 117900 117900 5977162 6846533 6846533 0 0 X 0 0 0 0 5977162 6846533 5977162 6846533 5977162 6846533 5977162 3048 890791 6871001 24468 6846533 Publicly Traded Securities 2073280 1788336 284944 284944 Capital Gains Dividends P 61 61 61 285005 5075 0 5075 0 5075 0 0 0 0 0 139 5214 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 1 0 1 1 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 62693 0 0 6092918 322926 0 6415844 0 0 6415844 96238 6319606 315980 315980 5075 5075 310905 0 310905 0 310905 358550 0 358550 310905 310458 0 0 358550 310458 0 0 48092 0 0 0 0 0 0 0 0 262813 0 0 0 X ABC House - Darien 103 Tokeneke Road Darien CT 06820 N/A PC Tutor Program 18000 ABC House - Glastonbury 1160 New London Turnpike PO Box 502 Glastonbury CT 06033 N/A PC Tutor Program 5000 ACT of Connecticut 36 Old Quarry Road Ridgefield CT 06877 N/A PC Spring Show/ Technical Apprentice Program 25000 ALS Therapy Development Institute 480 Arsenal Street Suite 201 Watertown MA 02472 N/A PC For medical and scientific research 30000 Build Love Serve Ministry 18 Corinthian Road New York NY 10956 N/A PF Support for homeless and holiday meals 1000 Catawba Riverkeeper Foundation 102 Main Street Suite 100 McAdenville NC 28101 N/A PC Internship Program 30000 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 Special Activities 17000 Darien Foundation PO Box 1714 Darien CT 06820 N/A PC DHS auditorium video wall 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 Playground shade/ summer camp program 27600 Gettysburg College 300 North Washington Street Gettysburg PA 17325 N/A PC Support for the girls lacrosse team 10350 Hands on Hartford 55 Bartholomew Avenue Hartford CT 06106 N/A PC Support for the community pantry and neighborhood services 14500 Hartford Hospital 80 Seymour Street Hartford CT 06102 N/A PC Women's Health Program 27000 Norwalk Hospital Foundation 34 Maple Street Norwalk CT 06850 N/A PC Support for Women & Children's Community Resource Center 22500 Parkinson's Foundation 1359 Broadway Suite 1509 New York NY 10018 N/A PC Aware in Care hospital Initiative 15000 The Community Fund Darien 30 Old Kings Highway South Darien CT 06820 N/A PC School engagement 18000 The Oswego College Foundation 215 Sheldon Hall Oswego NY 13126 N/A PC Contribution to the endowed scholarship program 26000 The Prospector Theater 25 Prospect Street Ridgefield CT 06877 N/A PC Do Good Business Conference 12500 329450 0 14 9537 14 138366 18 285005 0 432908 0 432908 0 0 0 0 0 0 0 0 0 0 Accounting Fees 2100 1050 1050 Build Love Serve Ministry Inc 52 South Cole Court Spring Valley NY 10977 2023-11-08 1000 The recipient is tax-exempt under Section 501(c)(3) as a private nonoperating foundation. The Foundation paid the recipient $1,000 to provide food and nutrition relief to those suffering from homelessness and poverty, specifically around the Thanksgiving Holiday. 1000 None December 31, 2023 2023-12-31 The Foundation maintained contact with the recipient during the 2023 tax year, and received a report of the programs funded. The recipient notified the Foundation by the end of the 2023 tax year (ending December 31, 2023) that the funds received by the Foundation were used to provide a Thanksgiving dinner to those in need at risk of food insecurity. Accordingly, to the best of the Foundation's knowledge, no portion of the funds awarded were diverted from its intended purpose. The recipient is a 501(c)(3) private nonoperating foundation which has not informed the Foundation that it will make a corpus election as required under Section 170(b)(1)(F) for the Foundation to apply this distribution towards its Section 4942 payout requirement. Accordingly, the Foundation has not included this grant as part of its qualifying distributions in Form 990-PF, Part XI. 978 units DTB 19663 19663 928 units NLY.I 22745 22745 927 units PSA.J 19907 19907 927 units NTRSO 19680 19680 6175 units PTA 111212 111212 27648.362 units LPXIX 252153 252153 1955 units SOJE 38944 38944 19893.648 units PBDPX 178844 178844 1854 units BAC.N 39907 39907 1854 units BAC.M 42809 42809 6668.380 units PFTPX 52947 52947 8049.676 units ESIIX 53369 53369 5783.113 units FSMSX 63094 63094 3872.743 units GSIMX 76719 76719 20447.614 units PONPX 217154 217154 994 units IWS 115592 115592 36 units CRM 25525 25525 9649.765 units HILIX 170222 170222 9609.164 units SCIEX 159993 159993 292 units HON 61235 61235 95 units APD 26011 26011 93 units TMO 49363 49363 32 units NVDA 15847 15847 51 units ADBE 30427 30427 72 units ORLY 68406 68406 8452 units AMZN 98457 98457 313 units MSFT 117701 117701 31 units AVGO 34604 34604 120 units NOC 56177 56177 71 units AMP 26968 26968 6229 units AAPL 1199269 1199269 45 units TSLA 11182 11182 1473 units VZ 55532 55532 61 units AMAT 9886 9886 118 units SHW 36804 36804 36 units NOW 25434 25434 59 units COST 38945 38945 485 units XOM 48490 48490 479 units JPM 81478 81478 452 units GOOGL 63140 63140 52 units ABBV 8058 8058 513 units CEG 59965 59965 498 units IWO 125606 125606 400 units RSG 65964 65964 411 units MMC 77872 77872 226 units PFGC 15628 15628 342 units JNJ 53605 53605 332 units PG 48651 48651 371 units TJX 34804 34804 286 units HAL 10339 10339 40 units BLK 32472 32472 514 units MDT 42343 42343 329 units CSCO 16621 16621 250 units HD 86638 86638 32 units AMGN 9217 9217 47 units SPGI 20704 20704 261 units LIN 107195 107195 258 units PANW 76079 76079 244 units DEO 35541 35541 240 units UNH 126353 126353 20 units LRCX 15665 15665 219 units ICE 28126 28126 50 units ADSK 12174 12174 148 units ACN 51935 51935 201 units ROK 62406 62406 197 units PFE 5672 5672 181 units NEE 10994 10994 1292 units IWP 134962 134962 1234.903 units GQGIX 19561 19561 1196 units BSTZ 19985 19985 1480 units BAC 49832 49832 23 units NFLX 11198 11198 102 units MCD 30244 30244 100 units UNP 24562 24562 5420.479 units SDSCX 142559 142559 110 units AMD 16215 16215 375 units ADM 27083 27083 26 units TEAM 6184 6184 387 units SQ 29934 29934 155 units CVX 23120 23120 95 units CME 20007 20007 417 units CL 33239 33239 1165 units GLW 35474 35474 209 units DXCM 25935 25935 27 units DPZ 11130 11130 17 units LLY 9910 9910 174 units ILMN 24228 24228 89 units IQV 20593 20593 64 units KVUE 1378 1378 111 units MCHP 10010 10010 337 units SRE 25184 25184 285 units SHOP 22202 22202 391 units TMUS 62689 62689 71 units CI 21261 21261 738 units UBER 45439 45439 50 units ULTA 24500 24500 28 units VRSK 6688 6688 270 units V 70295 70295 79 units WMT 12454 12454 317 units YETI 16414 16414 201 units Z 11630 11630 2443 units PDX 50033 50033 143708 143708 0 0 88 units AMT FMV 18997 18997 361 units CCI FMV 41584 41584 430 units PLD FMV 57319 57319 Net timing differences, checks written to funds withdrawn 24468 NY Filing Fees 250 0 250 Unrealized gains on investments 890791 Investment Management Fees 62693 62693 0 Foreign Taxes 823 823 0 Excise Taxes 2544 0 0