2021-04-07T14:11:16-05:00 2020-12-31 010494526 Baker Newman Noyes PO Box 507 Portland ME 04112 990PF 2020-01-01 261419554 Robert & Diana Borman Family Charitable Foundation ROBE 9142389531 455 Mansfield Avenue Darien CT 06820 Robert Borman Trustee 9142389531 2021-03-22 1 Robert Borman XXX-XX-XXXX Nicholas E Porto P01310283 2078792100 2021-03-22 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X 6494773 X X 47 47 121652 121652 197396 1228111 197396 319095 319095 0 0 0 1750 875 875 52445 52445 0 27195 1558 0 250 0 250 81640 54878 1125 232601 232601 314241 54878 233726 4854 264217 109474 130552 130552 3781564 5031171 5031171 1644088 1333050 1333050 42884 0 0 5578010 6494773 6494773 0 0 X 0 0 0 0 5578010 6494773 5578010 6494773 5578010 6494773 5578010 4854 972909 6555773 61000 6494773 Publicly Traded Securities P 1210895 1030715 180180 180180 Capital Gains Dividends P 17216 17216 17216 197396 3673 0 3673 0 3673 14000 0 0 0 14000 0 10327 10327 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 8 Hamilton Road Ridgefield CT 06877 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Adam K Borman 8 Hamilton Road Ridgefield CT 06877 Trustee 0.10 0 0 0 Diana L Borman 8 Hamilton Road Ridgefield CT 06877 Trustee 0.10 0 0 0 Kate E Borman 8 Hamilton Road Ridgefield CT 06877 Trustee 0.10 0 0 0 Robert G Borman 8 Hamilton Road Ridgefield CT 06877 Trustee 0.10 0 0 0 NONE 0 NONE 0 0 5514458 112899 0 5627357 0 0 5627357 84410 5542947 277147 277147 3673 3673 273474 0 273474 0 273474 233726 0 233726 0 233726 273474 222498 0 0 233726 222498 0 0 11228 0 0 0 0 0 0 0 0 262246 0 0 0 X ABC House 1160 New London Turnpike PO Box 502 Glastonbury CT 06033 N/A PC Support for the tutoring program 7965 ACT of Connecticut 36 Old Quarry Road Ridgefield CT 06877 N/A PC $10,000 for the production apprentice program; $18,000 for additional apprentice and intern programs 28000 ALS Therapy Development Institute 300 Technology Square Suite 400 Cambridge MA 02139 N/A PC For medical and scientific research 30000 Camp CaPella PO Box 552 Holden ME 04429 N/A PC Funding for health and wellness space, laundry, water sports, and a new tractor 25829 Catawba Riverkeeper Foundation 715 N Church Street Suite 120 Charlotte NC 28202 N/A PC Procurement of a new lake lab set 10000 Connecticut Children's Medical Center 282 Washington Street Hartford CT 06106 N/A PC Procurement of a new mural 20000 Connecticut Food Bank 2 Research Parkway Wallington CT 06492 N/A PC General operating support 3000 FoodShare 450 Woodland Avenue Bloomfield CT 06002 N/A PC Support for food distribution efforts 3000 Gettysburg College PO Box 400 Gettysburg PA 17325 N/A PC Support for the girls lacrosse team 6807 Hands on Hartford 55 Bartholomew Avenue Hartford CT 06106 N/A PC Support for the community pantry and neighborhood services 4500 Hartford Hospital 80 Seymour Street Hartford CT 06102 N/A PC $20,000 for the COVID response fund; $17,500 for new lights for the womens health operating room 37500 Norwalk Hospital Foundation 34 Maple Street Norwalk CT 06850 N/A PC $20,000 for the COVID relief fund; $10,000 for newborn health programs and equipment 30000 The Oswego College Foundation 215 Sheldon Hall Oswego NY 13126 N/A PC Contribution to the endowed scholarship program 1000 The Prospector Theater 25 Prospect Street Ridgefield CT 06877 N/A PC General operating support 25000 232601 0 14 47 14 121652 18 197396 0 319095 0 319095 0 0 0 0 0 0 0 0 0 0 Accounting Fees 1750 875 875 2000 shares SOJE 53840 53840 1000 shares DTB 27140 27140 29042.944 shares BHYIX 226245 226245 5067.630 shares SDSCX 197232 197232 21439.428 shares LPXIX 217396 217396 18665.695 shares PONPX 226042 226042 18249.511 shares PBDPX 206037 206037 20635.695 shares PFTPX 179118 179118 4000 shares PTA 104000 104000 228 shares ABBV 24430 24430 393 shares ACN 102656 102656 90 shares ADBE 45011 45011 52 shares GOOGL 91137 91137 40 shares AMZN 130277 130277 311 shares AEP 25897 25897 90 shares AMT 20201 20201 96 shares AMP 18656 18656 7700 shares AAPL 1021713 1021713 35 shares BLK 25254 25254 148 shares CVX 12499 12499 247 shares CB 38018 38018 792 shares CSCO 35442 35442 990 shares KO 54292 54292 2175 shares CMCSA 113970 113970 73 shares COST 27505 27505 247 shares CR 19182 19182 131 shares DHR 29100 29100 196 shares DAL 7881 7881 291 shares DEO 46214 46214 69 shares DG 14511 14511 91 shares EL 24223 24223 585 shares EXC 24699 24699 257 shares FB 70202 70202 196 shares FIS 27726 27726 421 shares HD 111826 111826 140 shares HON 29778 29778 224 shares ICE 25825 25825 294 shares JNJ 46270 46270 467 shares JPM 59342 59342 267 shares LIN 70357 70357 127 shares LMT 45082 45082 169 shares LOW 27126 27126 420 shares MMC 49140 49140 196 shares MCD 42058 42058 513 shares MDT 60093 60093 1127 shares MSFT 250667 250667 315 shares MDLZ 18418 18418 438 shares NVS 41360 41360 85 shares ORLY 38468 38468 149 shares PANW 52953 52953 95 shares PH 25879 25879 300 shares PSX 20982 20982 402 shares PG 55934 55934 169 shares RTX 12085 12085 442 shares RSG 42565 42565 219 shares ROK 54927 54927 99 shares CRM 22030 22030 20 shares SHW 14698 14698 144 shares TMO 67072 67072 955 shares TJX 65217 65217 428 shares TFC 20514 20514 102 shares UNP 21238 21238 179 shares UNH 62772 62772 654 shares VFC 55858 55858 231 shares V 50527 50527 949 shares NLY.I 24285 24285 1898 shares T.A 51512 51512 1897 shares BAC.M 51807 51807 1897 shares BAC.N 51750 51750 1897 shares FITBO 52585 52585 1896 shares FRC.J 50225 50225 948 shares NTRSO 26335 26335 948 shares PSA.J 26098 26098 1224 shares BSTZ 44529 44529 4740 shares EFA 345830 345830 509 shares IWO 145930 145930 1322 shares IWP 135703 135703 1017 shares IWS 98608 98608 2500 shares NRGX 20200 20200 3792 shares VWO 190017 190017 Checks written in 2019, cleared in 2020 61000 NYS Filing Fees 250 0 250 Checks written in 2020, cleared in 2021 60136 Unrealized gains on investments 912773 Investment Management Fees 52445 52445 0 Excise Taxes 25637 0 0 Foreign Tax 1558 1558 0