2025-11-12T14:48:58-06:00 2025-07-31 010494526 BAKER NEWMAN & NOYES BOX 507 PORTLAND ME 04112 990PF 2024-08-01 010522171 The Borman Family Foundation BORM 2074657638 166 Old Waterville Road Oakland ME 04963 Donald Borman Treasurer/Secretary 2074657638 2025-10-10 1 0 Connor Smart P02285543 2078792100 2025-10-10 2024 2025-03-06 01:10:19Z X 11092289 X X 10 10 48735 48735 661050 1536112 661050 141692 142733 851487 852528 32000 3200 28800 2600 1300 1300 24371 24371 0 2726 0 2726 1818 0 1818 63515 28871 34644 420000 420000 483515 28871 454644 367972 823657 471661 246866 246866 99898 0 0 1684658 2064921 2064921 582206 391918 391918 7717214 8388584 8388584 10555637 11092289 11092289 0 0 X 10555637 11092289 10555637 11092289 10555637 11092289 10555637 367972 168680 11092289 0 11092289 Publicly Traded Securities P 969410 875062 94348 94348 Capital Gains from Partnership Interests P 566702 566702 566702 661050 11449 0 11449 0 11449 7759 0 0 0 7759 X 0 3690 0 0 0 0 0 0 0 0 0 0 1 1 ME 1 0 0 0 0 1 N/A Donald Borman 2074657638 166 Old Waterville Road Oakland ME 04963 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Adam Borman 166 Old Waterville Road Suite 3 Oakland ME 04963 Associate Director 0.50 2000 0 0 Matthew Borman 166 Old Waterville Road Suite 3 Oakland ME 04963 Associate Director 0.50 3000 0 0 Robert Borman Jr 166 Old Waterville Road Suite 3 Oakland ME 04963 Associate Director 0.50 2000 0 0 Megan Proctor 166 Old Waterville Road Suite 3 Oakland ME 04963 Associate Director 0.50 3000 0 0 Kate Borman 166 Old Waterville Road Suite 3 Oakland ME 04963 President 6.50 6000 0 0 Barbara Metzdorff 166 Old Waterville Road Suite 3 Oakland ME 04963 Vice President 6.00 10000 0 0 Donald Borman 166 Old Waterville Road Suite 3 Oakland ME 04963 Treasurer/Secretary 8.00 6000 0 0 NONE 0 NONE 0 0 10498779 210510 0 10709289 0 0 10709289 160639 10548650 527433 527433 11449 11449 515984 0 515984 0 515984 454644 0 454644 515984 452388 0 0 454644 452388 0 0 2256 0 0 0 0 0 0 0 0 513728 0 0 0 X 7 Lakes Alliance PO Box 250 Belgrade Lakes ME 04918 N/A PC Education programming, conservation corp 5000 Alfond Youth Center 126 North Street Waterville ME 04901 N/A PC Camp Tracey capital campaign 12000 Alzheimer's' Association 225 N Michigan Avenue 17th Floor Chicago IL 60611 N/A PC Preventative research 25000 Avian Haven 418 N Palermo Road Freedom ME 04941 N/A PC Wild bird rehab center 1000 Bangor Region YMCA 17 Second Street Bangor ME 04401 N/A PC Breast cancer survivors support 5000 Central Maine Collaborative 50 Elm Street Waterville ME 04901 N/A PC Economic development 10000 Central Maine Youth Hockey Association 76 Silver Street Waterville ME 04901 N/A PC Youth programming 2000 Challenger Learning Center 30 Venture Way Bangor ME 04401 N/A PC K-12 space education program 1000 Colby College 4600 Mayflower Hill Waterville ME 04901 N/A PC $5,000 Colby cares about Kids program; $6,000 athletic program 11000 Darien EMS Post 53 Inc 0 Ledge Road Darien CT 06820 N/A PC Mega Code Kelly simulator 15000 Darien Nature Center 120 Brookside Road Darien CT 06820 N/A PC Animal Room capital campaign 30000 Delores River Boating Advocates PO Box 1173 Dolores CO 81323 N/A PC Summer camp river program 8000 dZi Foundation PO Box 632 Ridgway CO 81432 N/A PC Nepalese after school program 5000 Earlham College 801 National Road West Richmond IN 47374 N/A PC f/b/o Moore Museum 18000 Educare Central Maine 56 Drummond Avenue Waterville ME 04901 N/A PC Outreach programming 5000 Friends of Quarry Road (dba Quarry Road Recreational Center) 8 Wentworth Court Waterville ME 04901 N/A PC Trail development 1000 Friends of Wehr Nature Center 9701 West College Avenue Franklin WI 53154 N/A PC Kids in the Park program 8000 Friends of Yogi Inc 8 Yogi Berra Drive Little Falls NJ 07424 N/A PC Greatest Catch campaign 25000 GOALS Youth River Expeditions 33608 Valley View Drive Evergreen CO 80439 N/A PC Office equipment upgrade 8000 Good Will Home Association (dba Good-Will-Hinckley) PO Box 159 Hinckley ME 04944 N/A PC Contributions toward study 5000 Grand Strand Miracle League PO Box 7502 Myrtle Beach SC 29585 N/A PC General operating support 10000 Herring Gut Coastal Science Center PO Box 286 Port Clyde ME 04855 N/A PC Educational programming 5000 Hospice Volunteers of Waterville Area 304 Main Street Waterville ME 04901 N/A PC Support services 1000 Humane Society of Waterville Area 100 Webb Road Waterville ME 04901 N/A PC Program support 1000 Kennebec Valley Community College 92 Western Avenue Fairfield ME 04937 N/A GOV $4,000 culinary program; $10,000 baseball/softball endowments 14000 Lifeflight of Maine PO Box 940 Augusta ME 04332 N/A PC Emergency services 7000 Maine Academy of Natural Sciences PO Box 158 Hinckley ME 04944 N/A PC Education alternative 4000 Maine Alzheimer's Association 383 US Route 1 2C Scarborough ME 04074 N/A PC Support training 4000 Maine Public (dba Maine Public Broadcasting Network) 1450 Lisbon Street Lewiston ME 04240 N/A PC Studio capital campaign 5000 Melanoma Research Foundation 1420 K Street NW 7th Floor Washington DC 20005 N/A PC $14,500 research support; $25,000 team science award 39500 Mercy Hospital Foundation 1010 Three Springs Boulevard Suite 248 Durango CO 81301 N/A PC Oncology library for patients 12000 Mountain Studies Institute 679 East 2nd Avenue 8 Durango CO 81301 N/A PC Program supplies 2500 North Pond Association 136 North Shore Drive Smithfield ME 04978 N/A PC General funding 11500 Northern Light Eastern Maine Medical Center PO Box 931 Bangor ME 04402 N/A PC Children's Miracle Network (NICU) 7000 Project ALS 801 Riverside Drive New York NY 10004 N/A PC Research 25000 San Juan Mountains Association PO Box 2261 Durango CO 81302 N/A PC Nature studies programming and materials 8000 St Anthony Health Foundation & Flight for Life 11600 W 2nd Place Lakewood CO 80228 N/A PC Training equipment/rescue equipment 12000 St George Historical Society PO Box 247 Port Clyde ME 04855 N/A PC Marshall Point Lighthouse, shoreline restoration 4000 The Juniper School 225 Sawyer Drive Durango CO 81303 N/A PC Durango Schools of Choice; STEM library 5000 The Somerset County Park Foundation PO Box 5147 North Branch NJ 08876 N/A PC Biodiversity tanks 6000 Town of Darien Firefighters Foundation 848 Post Road Darien CT 06820 N/A PC Contribution towards hazmat trailer 9500 Town of Oakland Fairfield Street Oakland ME 04963 N/A GOV $5,000 land improvement and development; $2,000 rescue equipment 7000 Waterville Area Food Kitchen PO Box 1494 Waterville ME 04901 N/A PC Food kitchen 3000 Waterville Housing Authority 88 Silver Street Waterville ME 04901 N/A GOV Programming and supplies 4000 Waterville Opera House 93 Main Street Waterville ME 04901 N/A PC Communications technology 5000 Western Kenosha County Tennis Association PO Box 21 Salem WI 53168 N/A PC Summer tennis program materials 8000 420000 0 14 10 14 48735 18 661050 From Passthrough K-1s 523000 -1041 142733 -1041 852528 0 851487 0 0 0 0 0 0 0 0 0 0 Accounting Fees 2600 1300 1300 199 shs PDX 4939 4939 148 shs VCSH 11733 11733 6415.002 shs BHYIX 46124 46124 4663.432 shs CPXIX 58060 58060 7433.978 shs ESIIX 49956 49956 2609.650 shs LSIIX 25601 25601 10226.529 shs LAUYX 24850 24850 5241.921 shs MTGDX 40992 40992 4171.153 shs PONPX 44756 44756 2694.169 shs PFTPX 22011 22011 6270.830 shs PRSNX 62896 62896 40 shs ABBV 7561 7561 41 shs AMD 7229 7229 315 shs GOOGL 60448 60448 311 shs AMZN 72808 72808 50 shs AMP 25909 25909 18 shs AMGN 5312 5312 10 shs ADI 2246 2246 215 shs AAPL 44627 44627 67 shs BK 6797 6797 14 shs BLK 15484 15484 23 shs BX 3978 3978 80 shs AVGO 23496 23496 22 shs CDNS 8021 8021 191 CBRIE 29746 29746 78 shs LNG 18399 18399 70 shs CVX 10615 10615 344 shs CHWY 12625 12625 95 shs CMG 4074 4074 37 shs CB 9843 9843 112 shs CSCO 7625 7625 53 shs KO 3598 3598 137 shs CL 11487 11487 169 shs CMCSA 5616 5616 153 shs CEG 53220 53220 67 shs CCI 7041 7041 42 shs COST 39465 39465 27 shs DHR 5323 5323 43 shs DELL 5706 5706 43 shs DXCM 3473 3473 10 shs LLY 7401 7401 129 shs XOM 14402 14402 30 shs FSLR 5242 5242 96 shs FCX 3863 3863 41 shs GEHC 2924 2924 24 shs GS 17366 17366 78 shs HD 28666 28666 119 shs HON 26460 26460 6 shs IDXX 3206 3206 114 shs ICE 21071 21071 4 shs INTU 3141 3141 136 shs JNJ 22405 22405 129 shs JPM 38215 38215 293 shs KDP 9566 9566 28 shs LHX 7695 7695 105 shs LIN 48327 48327 102 shs MMC 20318 20318 9 shs MLM 5174 5174 20 shs MCD 6001 6001 141 shs MSFT 75224 75224 11 shs NFLX 12753 12753 133 shs NEE 9451 9451 37 shs NOC 21335 21335 250 shs NVDA 44468 44468 600 shs ORLY 58992 58992 36 shs ORCL 9136 9136 113 shs PG 17003 17003 76 shs PLD 8115 8115 70 shs RSG 16146 16146 140 shs ROK 49239 49239 29 shs CRM 7492 7492 128 shs SRE 10455 10455 41 shs SHW 13566 13566 72 shs SHOP 8799 8799 59 shs SPOT 36966 36966 196 shs TMUS 46728 46728 99 shs TSLA 30519 30519 48 shs CI 12834 12834 51 shs TMO 23852 23852 466 shs TJX 58031 58031 150 shs TOST 7326 7326 388 shs UBER 34047 34047 33 shs UNH 8235 8235 139 shs VZ 5944 5944 68 shs V 23492 23492 54 shs WFC 4354 4354 1 shs WELL 2641 2641 22 shs WDAY 5046 5046 2497 shs EOI 52362 52362 217 shs IJT 29011 29011 244 shs GLDM 15897 15897 554 shs VO 158438 158438 151 shs VBR 29939 29939 2798.275 shs AIQQX 63129 63129 445.370 shs CSRSX 29777 29777 6485.475 shs GSIMX 142940 142940 1323.445 shs GQGIX 22406 22406 1310.026 shs HILIX 29397 29397 1307.759 shs MCNVX 26221 26221 Rockefeller Balanced Fund, L.P. FMV 8388155 8388155 RASF SPV, LLC FMV 429 429 State Filing Fee 35 0 35 Office Expenses 1669 0 1669 Postage 114 0 114 From Passthrough K-1s 141692 142733 141692 Unrealized Gains on Investments 168680 Investment Fees 24371 24371 0