2023-05-10T09:02:19-05:00 2022-12-31 010494526 Baker Newman Noyes PO Box 507 Portland ME 04112 990PF 2022-01-01 261419554 Robert & Diana Borman Family Charitable Foundation ROBE 9142389531 455 Mansfield Avenue Darien CT 06820 Robert Borman Trustee 9142389531 2023-04-03 1 Robert Borman XXX-XX-XXXX 0 Nicholas E Porto P01310283 2078792100 2023-04-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 5977162 X X 4871 4871 132037 132037 105453 3528102 105453 242361 242361 32000 3200 28800 4300 2150 2150 64344 64344 0 1352 1352 0 852 0 852 102848 71046 31802 299288 297788 402136 71046 329590 -159775 171315 294920 340016 340016 0 64255 64255 5929145 4252846 4252846 1322392 1219620 1219620 0 100425 100425 7546457 5977162 5977162 0 0 X 0 0 0 0 7546457 5977162 7546457 5977162 7546457 5977162 7546457 -159775 4118 7390800 1413638 5977162 Publicly Traded Securities 3526372 3422649 103723 103723 Capital Gains Dividends P 1730 1730 1730 105453 2381 0 2381 0 2381 2241 0 0 0 2241 4 144 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 64344 0 0 6166051 291771 0 6457822 0 0 6457822 96867 6360955 318048 318048 2381 2381 315667 0 315667 0 315667 329590 0 329590 315667 324381 0 0 329590 324381 0 0 5209 0 0 0 0 0 0 0 0 310458 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 Support for field trips 5000 ACT of Connecticut 36 Old Quarry Road Ridgefield CT 06877 N/A PC Support for the apprentice program 30000 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 52 South Cole Court Spring Valley NY 10977 N/A PF Support for homeless and holiday meals 1500 Catawba Riverkeeper Foundation 715 North Church Street Suite 120 Charlotte NC 28202 N/A PC Swim guide program/algae bloom sampling/sensor monitoring 25000 Connecticut Children's Medical Center 282 Washington Street Hartford CT 06106 N/A PC General operating support 15000 Connecticut Foodshare 2 Research Parkway Wallington CT 06492 N/A PC Food distribution efforts 7500 Darien Arts Center 2 Renshaw Road Darien CT 06820 N/A PC General operating support 17720 Darien YMCA 2420 Post Road Darien CT 06820 N/A PC Support for summer program and playground fence 25750 Gettysburg College 300 North Washington Street Gettysburg PA 17325 N/A PC Support for the girls lacrosse team 9606 Hands on Hartford 55 Bartholomew Avenue Hartford CT 06106 N/A PC Support for the community pantry and neighborhood services 12000 Hartford Hospital 80 Seymour Street Hartford CT 06102 N/A PC Fetal monitors 15000 National Multiple Sclerosis Society 733 Third Avenue 3rd Floor New York NY 10117 N/A PC Support for research 10000 Norwalk Hospital Foundation 34 Maple Street Norwalk CT 06850 N/A PC Support for Women & Children's Community Resource Center 25000 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 16000 The Prospector Theater 25 Prospect Street Ridgefield CT 06877 N/A PC New Mach 5 popcorn popper 21212 299288 0 14 4871 14 132037 18 105453 0 242361 0 242361 0 0 0 0 0 0 0 0 0 0 Accounting Fees 4300 2150 2150 Build Love Serve Ministry Inc 52 South Cole Court Spring Valley NY 10977 2022-11-09 1500 The recipient is tax-exempt under Section 501(c)(3) as a private nonoperating foundation. The Foundation paid the foundation $1,500 to provide food and nutrition relief to those suffering from homelessness and poverty, specifically around the Thanksgiving Holiday. 1500 None November 30, 2022 2022-11-30 The Foundation maintained contact with the recipient during the 2022 tax year, and received a report of the programs funded. The recipient notified the Foundation in November, 2022, that the funds received by the Foundation were used to provide a Thanksgiving dinner to approximately 350 individuals. 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. 4153.540 units HLIPX 29573 29573 978 units RF.E 17066 17066 978 units DTB 18660 18660 928 units NLY.I 20722 20722 927 units PSA.J 18155 18155 927 units NTRSO 18545 18545 6175 units PTA 109112 109112 2558.066 units CPXIX 30057 30057 23717.194 units PTTPX 200647 200647 22883.864 units LPXIX 205268 205268 1955 units SOJE 33919 33919 19144.230 units PBDPX 165215 165215 1855 units T.A 34466 34466 1854 untis FITBO 37108 37108 1854 units BAC.N 36579 36579 1854 units BAC.M 39101 39101 1853 units FRC.J 34772 34772 18058.684 units PFTPX 170655 170655 994 units IWS 104708 104708 97 units CRM 12861 12861 968 units KO 61575 61575 9649.765 units HILIX 145904 145904 9609.164 units SCIEX 138468 138468 96 units HON 20573 20573 95 units APD 29285 29285 93 units TMO 51214 51214 92 units NVDA 13444 13444 90 units ADBE 30288 30288 84 units ORLY 70899 70899 800 units AMZN 67200 67200 753 units MSFT 180584 180584 73 units AVGO 40816 40816 71 units NOC 38738 38738 71 units AMP 22107 22107 70 units PYPL 4985 4985 668 units KRE 39238 39238 66 units HOLX 4937 4937 6456 units AAPL 838828 838828 64 units TSLA 7884 7884 617 units VZ 24310 24310 61 units AMAT 5940 5940 60 units SHW 14240 14240 60 units NOW 23296 23296 59 units COST 26934 26934 564 units XOM 62209 62209 560 units JPM 75096 75096 560 units GOOGL 49409 49409 55 units ALGN 11600 11600 52 units ABBV 8404 8404 513 units CEG 44226 44226 498 units IWO 106831 106831 432 units RSG 55724 55724 411 units MMC 68012 68012 405 units PFGC 23648 23648 393 units JNJ 69423 69423 386 units PG 58502 58502 376 units ETN 59013 59013 371 units TJX 29532 29532 371 units HAL 14599 14599 35 units BLK 24802 24802 342 units MDT 26580 26580 329 units CSCO 15674 15674 321 units HD 101391 101391 32 units AMGN 8405 8405 312 units APO 19903 19903 293 units VISA 60874 60874 28 units SPGI 9378 9378 262 units RPV 20431 20431 261 units LIN 85133 85133 258 units PANW 36001 36001 244 units DEO 43478 43478 238 units EW 17757 17757 228 units MRK 25297 25297 224 units UNH 118760 118760 22 units LRCX 9247 9247 219 units ICE 22467 22467 212 units PEP 38300 38300 212 units BMY 15254 15254 21 units ADSK 3924 3924 206 units ACN 54969 54969 201 units ROK 51772 51772 197 units PFE 10094 10094 194 units RPRX 7667 7667 181 units NEE 15132 15132 1788.345 units CAMIX 39183 39183 169 units MNST 17159 17159 1537 units T 28296 28296 143 units BRO 8147 8147 142 units VLO 18014 18014 134 units NKE 15679 15679 1292 units IWP 108011 108011 125 units LMT 60811 60811 1234.903 units GQGIX 15597 15597 1196 units BSTZ 18705 18705 1183 units BAC 39181 39181 118 units NFLX 34796 34796 115 units LOW 22913 22913 102 units MCD 26880 26880 100 units UNP 20707 20707 5420.479 units SDSCX 123370 123370 5028.391 units ARSFX 57223 57223 64255 64255 0 0 88 units AMT FMV 18644 18644 2443 units NRGX FMV 36498 36498 215 units CCI FMV 29163 29163 143 units PLD FMV 16120 16120 Unrealized gains on investments 1413638 NYS Filing Fees 250 0 250 Postage 602 0 602 Timing Differences on Grant Checks 4118 Investment Management Fees 64344 64344 0 Foreign Taxes 1352 1352 0