2024-11-14T13:21:40-06:00 2023-12-31 420714325 RSM US LLP 151 WEST 42ND STREET 19TH FLOOR NEW YORK NY 10036 990PF 2023-01-01 136277869 BRAVER FOUNDATION INC BRAV 2035617546 37 LONDONDERRY DRIVE GREENWICH CT 06830 ANDREW BRAVER SIGNING OFFICER 2035617546 2024-11-13 1 0 THERESA ROSE P00029721 2123721513 2024-11-13 2023 2024-10-15 13:58:12Z X 54076 X X 392 392 2416 6049 2416 2808 2808 0 0 0 30 15 15 2 1 1 32 16 16 6500 6500 6532 16 6516 -3724 2792 3394 3303 3303 1946 1946 1946 1946 36248 32615 48827 41588 37864 54076 0 0 X 82966 82966 0 0 -41378 -45102 41588 37864 41588 37864 41588 -3724 0 37864 0 37864 116.347 SHS OF OW LARGE CAP STRATEGIES FD P 2011-02-28 2023-12-13 2000 1298 702 702 80.939 SHS OF OW ALL CAP CORE FD P 2011-02-28 2023-12-13 2000 1040 960 960 129.534 SHS OF OW CREDIT INCOME FUND P 2020-09-30 2023-11-08 1000 1295 -295 -295 CAPITAL GAINS DIVIDENDS P 1049 1049 1049 2416 39 0 39 0 39 0 0 0 0 0 0 39 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A LOUISE BRAVER 2035617546 37 LONDONDERRY DRIVE GREENWICH CT 06830 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LOUISE BRAVER 37 LONDONDERRY DRIVE GREENWICH CT 06830 PRESIDENT 1.00 0 0 0 ANDREW F BRAVER 37 LONDONDERRY DRIVE GREENWICH CT 06830 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 50222 922 0 51144 0 0 51144 767 50377 2519 2519 39 39 2480 0 2480 0 2480 6516 0 6516 2480 0 0 2176 1420 5367 19873 28836 6516 0 0 0 2480 4036 0 0 32872 0 0 0 0 0 0 2176 30696 1420 5367 19873 4036 X GENERATION SOS 33 SOUNDVIEW DRIVE WESTPORT CT 06880 503(C)(3) TO AID DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT MISSION. 500 PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND 345 WHITNEY AVE NEW HAVEN CT 06511 503(C)(3) TO AID DONEE ORGANIZATION IN CARRYING OUT ITS EXEMPT MISSION. 6000 6500 0 14 392 18 2416 0 2808 0 2808 0 0 0 0 0 0 0 0 0 0 554.445 OW ALL CAP CORE FUND 7037 12785 1440.592 OW LARGE CAP STRATEGIES FUND 14408 25008 571.868 OW SML & MID CAP FUND 8706 8823 165.797 OW FIXED INCOME FUND 1820 1689 64.431 OW CREDIT INCOME FUND 644 522 INVESTMENT ADVISORY FEES 2 1 1 FEDERAL TAX PAYMENT 30 15 15