2022-05-13T14:14:51-05:00 2021-12-31 010494526 Baker Newman Noyes PO Box 507 Portland ME 04112 990PF 2021-01-01 261419554 Robert & Diana Borman Family Charitable Foundation ROBE 9142389531 455 Mansfield Avenue Darien CT 06820 Robert Borman Trustee 9142389531 2022-04-14 1 Robert Borman XXX-XX-XXXX Nicholas E Porto P01310283 2078792100 2022-04-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 7546457 X X 3410 3410 136998 136998 500200 1020560 500200 640608 640608 6500 0 6500 67307 67307 0 992 992 0 250 0 250 75049 68299 6750 262700 262700 337749 68299 269450 302859 572309 130552 294920 294920 5031171 5929145 5929145 1333050 1322392 1322392 6494773 7546457 7546457 0 0 X 0 0 0 0 6494773 7546457 6494773 7546457 6494773 7546457 6494773 302859 748825 7546457 0 7546457 Publicly Traded Securities 1003094 520360 482734 482734 Capital Gains Dividends P 17466 17466 17466 500200 7955 0 7955 0 7955 10327 0 0 0 10327 0 2372 2372 0 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Adam K Borman 455 Mansfield Avenue Darien CT 06820 Trustee 0.10 0 0 0 Diana L Borman 455 Mansfield Avenue Darien CT 06820 Trustee 0.10 0 0 0 Kate E Borman 455 Mansfield Avenue Darien CT 06820 Trustee 0.50 6500 0 0 Robert G 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 67307 0 0 6771607 122603 0 6894210 0 0 6894210 103413 6790797 339540 339540 7955 7955 331585 0 331585 0 331585 269450 0 269450 331585 262246 0 0 269450 262246 0 0 7204 0 0 0 0 0 0 0 0 324381 0 0 0 X ABC House 1160 New London Turnpike PO Box 502 Glastonbury CT 06033 N/A PC Support for the tutoring program 7200 ACT of Connecticut 36 Old Quarry Road Ridgefield CT 06877 N/A PC Support for the apprentice program 40000 ALS Therapy Development Institute 300 Technology Square Suite 400 Cambridge MA 02139 N/A PC For medical and scientific research 40000 Catawba Riverkeeper Foundation 715 N Church Street Suite 120 Charlotte NC 28202 N/A PC Lab equipment/Swim Guide Program 17000 Connecticut Children's Medical Center 282 Washington Street Hartford CT 06106 N/A PC General operating support 38000 Connecticut Food Share 2 Research Parkway Wallington CT 06492 N/A PC General operating support 5000 Gettysburg College PO Box 400 Gettysburg PA 17325 N/A PC Support for the girls lacrosse team 8500 Hands on Hartford 55 Bartholomew Avenue Hartford CT 06106 N/A PC Support for the community pantry and neighborhood services 10500 Hartford Hospital 80 Seymour Street Hartford CT 06102 N/A PC Lights and Birthing Mirrors 24000 Norwalk Hospital Foundation 34 Maple Street Norwalk CT 06850 N/A PC General operating support 34000 The Prospector Theater 25 Prospect Street Ridgefield CT 06877 N/A PC General operating support 38500 262700 0 14 3410 14 136998 18 500200 0 640608 0 640608 0 0 0 0 0 0 0 0 0 0 1955 units SOJE 50830 50830 978 units DTB 25663 25663 26284.597 units BHYIX 206071 206071 5420.479 units SDSCX 184676 184676 21834.564 units LPXIX 217036 217036 2848.640 units WOBDX 33642 33642 18960.438 units PONPX 226388 226388 18615.742 units PBDPX 199002 199002 20775.445 units PFTPX 179084 179084 154 units ABBV 20852 20852 125 units ACN 51819 51819 88 units ADBE 49901 49901 58 units APD 17647 17647 34 units GOOVL 98499 98499 40 units AMZN 133374 133374 88 units AMT 25740 25740 94 units AMP 28356 28356 91 units AMGN 20472 20472 6500 units AAPL 1154205 1154205 760 units ATT&T 18696 18696 207 units BAC 9209 9209 659 units BK 38275 38275 35 units BLK 32045 32045 499 units BMY 31113 31113 73 units AVGO 48575 48575 768 units CVX 90125 90125 775 units CSCO 49112 49112 968 units KO 57315 57315 2126 units CMCSA 107002 107002 73 units COST 41442 41442 128 units DHR 42113 42113 285 units DEO 62740 62740 63 units EFX 18446 18446 1539 units EXC 88893 88893 456 units XOM 27903 27903 192 units FIS 20957 20957 194 units GILD 14086 14086 66 units HOLX 5053 5053 412 units HD 170984 170984 137 units HON 28566 28566 219 units ICE 29953 29953 288 units JNJ 49268 49268 324 units JPM 51305 51305 261 units LIN 90245 90245 125 units LMT 44426 44426 34 units LULU 13309 13309 344 units MRVI 14414 14414 411 units MMC 71440 71440 192 units MCD 51469 51469 342 units MDT 35380 35380 228 units MRK 17474 17474 179 units FB 60207 60207 840 units MSFT 282509 282509 86 units NFLX 51810 51810 34 units NOC 13160 13160 84 units ORLY 59323 59323 109 units PANW 60687 60687 86 units PEP 14939 14939 405 units PFGC 18585 18585 391 units PINS 14213 14213 222 units PNC 44514 44514 386 units PG 63142 63142 118 units QCOM 21579 21579 166 units RTX 14286 14286 432 units RSG 60242 60242 215 units ROK 75003 75003 97 units CRM 24651 24651 60 units SHW 21130 21130 47 units TSLA 49669 49669 113 units TMO 75398 75398 934 units TJX 70909 70909 100 units UNP 25193 25193 292 units UNH 146625 146625 142 units VZ 7378 7378 246 units VISA 53311 53311 102 units ZG 6513 6513 928 units NLY.I 24611 24611 1855 units T.A 49714 49714 1854 units BAC.M 49724 49724 1854 units BAC.N 49279 49279 1854 untis FITBO 49001 49001 1853 units FRC.J 49827 49827 927 units NTRSO 25131 25131 927 units PSA.J 24491 24491 978 units RF.E 24841 24841 1196 units BSTZ 46572 46572 3909 units PTA 94011 94011 4632 units EFA 364446 364446 498 units IWO 145939 145939 1292 units IWP 148864 148864 994 units IWS 121646 121646 2443 units NRGX 31466 31466 552 units KRE 39109 39109 3706 units VWO 183299 183299 NYS Filing Fees 250 0 250 Timing Differences on Grant Checks 135064 Unrealized gains on investments 613761 Investment Management Fees 67307 67307 0 Foreign Tax 992 992 0