2025-04-22T05:03:45-07:00 2024-12-31 561790097 BRAGG FINANCIAL ADVISORS INC 1031 S CALDWELL ST STE 200 CHARLOTTE NC 28203 990PF 2024-01-01 566068247 NCFIBARNHARDT FOUNDATION NCFI 7043760380 1100 HAWTHORNE LANE CHARLOTTE NC 28205 JUSTIN SWAIN TRUSTEE 7043760380 2025-02-13 true true Dawn M Cannon CPA P00290948 7043770261 2025-04-22 2024 2025-03-06 01:10:19Z X X 12682459 X 979173 377714 377714 536996 0 0 0 1356887 914710 0 0 0 61190 61190 7418 7418 0 0 68608 68608 0 1074650 1074650 1143258 68608 1074650 213629 846102 0 193795 298730 298730 0 0 4339031 4895601 4895601 7043804 7488128 7488128 0 0 0 0 0 0 11576630 12682459 12682459 0 0 0 0 0 X 11576630 12682459 11576630 12682459 11576630 12682459 11576630 213629 892200 12682459 12682459 CAPITAL GAIN DISTRIBUTIONS P 2023-12-31 2024-12-31 73410 0 0 73410 0 0 0 73410 SHORT TERM SALES - SEE ATTACHMENT FOR DETAILS P 2024-12-01 2024-12-31 112165 0 118396 -6231 0 0 0 -6231 LONG TERM SALES - SEE ATTACHMENT FOR DETAILS P 2023-12-31 2024-12-31 1475894 0 1006077 469817 0 0 0 469817 536996 -6231 11761 0 11761 0 11761 6800 6800 6800 4961 0 false false false false false false false true true NC true false false false false true N/A BRAGG FINANCIAL ADVISORS INC 7043770261 1031 S CALDWELL ST STE 200 CHARLOTTE NC 28203 false false false true false false false false false false false false false false false false false false false false false false false JUSTIN SWAIN 1100 HAWTHORNE LANE CHARLOTTE NC 28205 TRUSTEE 3.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 12700905 166902 0 12867807 0 12867807 193017 12674790 633740 633740 11761 11761 621979 621979 621979 1074650 0 1074650 621979 131490 0 0 0 0 0 0 1074650 131490 0 621979 321181 321181 0 0 0 0 0 321181 0 0 0 0 321181 NA NA X ARTS & SCIENCE COUNCIL 227 WEST TRADE STREET CHARLOTTE NC 28202 PUBLICCHARITY GENERAL SUPPORT 5000 GOODWILL INDUSTRIES OF SOUTHERN PIEDMONT PO BOX 668768 CHARLOTTE NC 28266 PUBLICCHARITY GENERAL SUPPORT 5000 JOHNSON C SMITH UNIVERSITY 100 BEATTIES FORD ROAD CHARLOTTE NC 28216 PUBLICCHARITY GENERAL SUPPORT 5000 ROOF ABOVE (MEN'S SHELTER) 1210 NORTH TRYON STREET CHARLOTTE NC 28206 PUBLICCHARITY GENERAL SUPPORT 5000 CHARLOTTE RESCUE MISSION PO BOX 33000 CHARLOTTE NC 28233 PUBLICCHARITY GENERAL SUPPORT 5000 MOUNT AIRY MUSEUM OF REGIONAL HISTORY 301 NORTH MAIN STREET MOUNT AIRY NC 27030 PUBLICCHARITY GENERAL SUPPORT 3500 REEVES COMMUNITY CENTER PO BOX 70 MOUNT AIRY NC 27030 PUBLICCHARITY GENERAL SUPPORT 2500 SURRY COMMUNITY COLLEGE 630 S MAIN STREET DOBSON NC 27017 PUBLICCHARITY GENERAL SUPPORT 6000 GREATER MT AIRY MINISTRY OF HOSPITALITY PO BOX 1722 MT AIRY NC 27030 PUBLICCHARITY GENERAL SUPPORT 2500 HABITAT FOR HUMANITY PO BOX 6449 Mount Airy NC 27030 PUBLICCHARITY GENERAL SUPPORT 500 CENTRAL PIEDMONT COMM COLLEGE FDN PO BOX 35009 CHARLOTTE NC 28235 PUBLICCHARITY GENERAL SUPPORT 20000 ALLEGRO FOUNDATION 419 ARDMORE ROAD Charlotte NC 28209 PUBLICCHARITY GENERAL SUPPORT 500 HOSPICE OF SURRY & YADKIN COUNTY 401 TECHNOLOGY LANE STE 200 MT AIRY NC 27030 PUBLICCHARITY GENERAL SUPPORT 2000 NATIONAL FIRE SAFETY COUNCIL 1218 STATE STREET MOUNT AIRY NC 27030 PUBLICCHARITY GENERAL SUPPORT 150 SALVATION ARMY OF MT AIRY 651 S MAIN STREET MT AIRY NC 27030 PUBLICCHARITY GENERAL SUPPORT 5500 SURRY ARTS COUNCIL PO BOX 141 MT AIRY NC 27030 PUBLIC CHARITY GENERAL SUPPORT 300000 BOYS AND GIRLS HOMES OF NC PO BOX 127 LAKE WACCAMAW NC 28450 PUBLICCHARITY GENERAL SUPPORT 3000 CHILDRENS CENTER OF SURRY PO BOX 692 DOBSON NC 27017 PUBLICCHARITY GENERAL SUPPORT 2000 SURRY MEDICAL MINISTRIES CLINIC PO BOX 349 MT AIRY NC 27030 PUBLICCHARITY GENERAL SUPPORT 10000 THE SALVATION ARMY PO BOX 241506 CHARLOTTE NC 28224 PUBLICCHARITY GENERAL SUPPORT 1000 CRISIS ASSISTANCE MINISTRY 500-A SPRATT STREET CHARLOTTE NC 28206 PUBLICCHARITY GENERAL SUPPORT 10000 SECOND HARVEST FOOD BANK OF METROLINA 500-B SPRATT STREET CHARLOTTE NC 28206 PUBLICCHARITY GENERAL SUPPORT 5000 UNITED WAY OF GREATER CHARLOTTE 301 S BREVARD STREET CHARLOTTE NC 28202 PUBLICCHARITY GENERAL SUPPORT 30000 BOY SCOUTS OF AMERICA 6600 SILAS CREEK PARKWAY WINSTONSALEM NC 27106 PUBLICCHARITY GENERAL SUPPORT 17500 CORD OF 3 STRANDS PO BOX 12562 CHARLOTTE NC 28209 PUBLICCHARITY GENERAL SUPPORT 1000 YMCA OF GREATER CHARLOTTE 400 E MOREHEAD STREET CHARLOTTE NC 28202 PUBLICCHARITY GENERAL SUPPORT 2500 FIRST PRESBYTERIAN CHURCH OF MT AIRY PO BOX 1286 MT AIRY NC 27030 PUBLICCHARITY GENERAL SUPPORT 2000 SURRY COUNTY AMERICAN RED CROSS 844 WESTLAKE DRIVE MT AIRY NC 27030 PUBLICCHARITY GENERAL SUPPORT 6000 ALEXANDER YOUTH NETWORK 6220 THERMAL ROAD CHARLOTTE NC 28211 PUBLICCHARITY GENERAL SUPPORT 5000 NC SPECIAL OLYMPICS 2200 GATEWAY CENTRE BLVD MORRISVILLE NC 27560 PUBLICCHARITY GENERAL SUPPORT 1500 CHARLOTTE COMMUNITY HEALTH CLINIC 8401 MEDICAL PLAZA DRIVE STE 300 Charlotte NC 28262 PUBLICCHARITY GENERAL SUPPORT 1000 VIA HEALTH PARTNERS 7845 LITTLE AVENUE CHARLOTTE NC 28226 PUBLIC CHARITY GENERAL SUPPORT 5000 ALLIANCE CENTER FOR EDUCATION 700 PARKWOOD AVENUE CHARLOTTE NC 28205 PUBLICCHARITY GENERAL SUPPORT 1000 RIGHT MOVES FOR YOUTH 2211 W MOREHEAD ST 102 CHARLOTTE NC 28208 PUBLICCHARITY GENERAL SUPPORT 2500 FOOTHILLS FOOD PANTRY 233 COOPER STREET DOBSON NC 27017 PUBLIC CHARITY GENERAL SUPPORT 2500 CHILDREN'S HOPE ALLIANCE PO BOX 1 BARIUM SPRINGS NC 28010 PUBLICCHARITY GENERAL SUPPORT 5500 CHARLOTTE FAMILY HOUSING 300 HAWTHORNE LANE CHARLOTTE NC 28204 PUBLICCHARITY GENERAL SUPPORT 5000 GREATER ENRICHMENT PROGRAM PO BOX 16188 CHARLOTTE NC 28297 PUBLICCHARITY GENERAL SUPPORT 1000 DILWOTH CENTER 2240 PARK ROAD CHARLOTTE NC 28203 PUBLICCHARITY GENERAL SUPPORT 1000 CROSSNORE COMMUNITIES FOR CHILDREN PO BOX 249 CROSSNORE NC 28216 PUBLICCHARITY GENERAL SUPPORT 2500 AMERICAN RED CROSS 2425 PARK ROAD CHARLOTTE NC 28203 PUBLICCHARITY GENERAL SUPPORT 6000 HABITAT CHARLOTTE PO BOX 220287 CHARLOTTE NC 28222 PUBLICCHARITY GENERAL SUPPORT 2500 DISCOVERY PLACE NATURE MUSEUM 301 N TRYON STREET CHARLOTTE NC 28202 PUBLICCHARITY GENERAL SUPPORT 50000 ALZHEIMERS ASSOCIATION 4600 PARK RD STE 250 CHARLOTTE NC 28209 PUBLICCHARITY GENERAL SUPPORT 2500 UNC MEDICAL FOUNDATION 123 W FRANKLIN ST 510 CHAPEL HILL NC 27516 PUBLIC CHARITY GENERAL SUPPORT 25000 FRIENDS OF THE MT AIRY PUBLIC LIBRARY 145 ROCKFORD ST 4759 MT AIRY NC 27030 PUBLICCHARITY GENERAL SUPPORT 1000 SURRY COUNTY EDF PO BOX 7128 MT AIRY NC 27030 PUBLICCHARITY GENERAL SUPPORT 4000 AMERICAN RED CROSS - HURRICAN HELENE PO BOX 37839 BOONE IA 50037 PUBLICCHARITY GENERAL SUPPORT 250000 ASU FOUNDATION ASU BOX 32176 BOONE NC 28608 PUBLICCHARITY GENERAL SUPPORT 30000 NOURISH UP 901 CARRIER DRIVE CHARLOTTE NC 28216 PUBLICCHARITY GENERAL SUPPORT 50000 SULLENBERGER AVITAION MUSEUM 4108 MINUTEMAN WAY CHARLOTTE NC 28208 PUBLICCHARITY GENERAL SUPPORT 50000 SURRY ARTS COUNCIL 218 ROCKFORD ST MT AIRY NC 27030 PUBLICCHARITY GENERAL SUPPORT 12000 UNITED FUND OF SURRY 232 N MAIN ST 200 MT AIRY NC 27030 PUBLIC CHARITY GENERAL SUPPORT 80000 CHARLOTTE SYMPHONY ORCHESTRA 128 S TRYON ST 350 CHARLOTTE NC 28202 PUBLICCHARITY GENERAL SUPPORT 20000 1074650 14 377714 18 536996 914710 914710 false false false false false false false false false false X X 1 BARNHARDT MANUFACTURING COMPANY 1100 HAWTHORNE LANE CHARLOTTE NC 28205 979173 X FMV ADJUSTMENT 892200 BRAGG FINANCIAL ADV. ADVISORY FEES 61190 61190 FEDERAL TAXES 6527 6527 FOREIGN TAXES 891 891