2025-04-24T07:45:35-07:00 2024-12-31 561790097 BRAGG FINANCIAL ADVISORS INC 1031 S CALDWELL ST STE 200 CHARLOTTE NC 28203 990PF 2024-01-01 566583795 SCHUG FOUNDATION co PEGGY COBB SCHUG SCHU 7045520474 7013 ERIN COURT CHARLOTTE NC 282104906 JOHN SCHUG TRUSTEE 7045520474 2025-03-28 true true Dawn M Cannon CPA P00290948 7043770261 2025-04-24 2024 2025-03-06 01:10:19Z X 931936 X 736328 21750 21750 779663 15425 0 0 758078 801413 15425 0 0 16724 5174 935 935 0 67 17726 6109 0 213377 213377 231103 6109 213377 526975 795304 15425 1015 1014 1014 74694 77794 77794 0 0 87696 301562 301562 172098 551566 551566 0 0 0 0 0 0 335503 931936 931936 0 0 0 0 0 X 335503 931936 335503 931936 335503 931936 335503 526975 69458 931936 931936 CAPITAL GAIN DISTRIBUTION P 2023-12-31 2024-12-31 3205 0 0 3205 0 0 0 3205 SEE SCHEDULE - SHORT TERM P 2024-01-01 2024-12-31 132596 0 117171 15425 0 0 0 15425 SEE SCHEDULE - LONG TERM P 2023-12-31 2024-12-31 844537 0 83504 761033 0 0 0 761033 779663 15425 11055 0 11055 0 11055 885 885 885 10170 0 false false false false false false false false true NC true false false false false true N/A PHILLIPS BRAGG 7043770261 1031 S CALDWELL ST STE 200 CHARLOTTE NC 28203 false false false false false false false false false false false false false false false false false false false false JOHN B SCHUG 7013 ERIN COURT CHARLOTTE NC 28210 TRUSTEE 2.00 0 0 0 PEGGY C SCHUG 7013 ERIN COURT CHARLOTTE NC 28210 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 772595 47154 0 819749 0 819749 12296 807453 40373 40373 11055 11055 29318 29318 29318 213377 213377 29318 178408 229538 162699 178706 173248 922599 213377 0 29318 184059 1106658 0 0 0 0 178408 928250 229538 162699 178706 173248 184059 PEGGY SCHUG NONE X PHILLIPS M BRAGG 1031 S CALDWELL ST STE 200 CHARLOTTE NC 28203 7043770261 THE SCHUG FOUNDATION SCHOLARSHIP APPLICATION APPLICATION DEADLINE FOR NEW APPLICANTS IS APRIL 30 OF EACH YEAR. SCHOLARSHIPS AWARDED TO N.C. RESIDENTS AND TO THE EXTENT FEASIBLE, PREFERENCE FOR SCHOLARSHIPS GIVEN TO RESIDENTS OF MECKLENBURG, HAYWOOD OR JACKSON COUNTIES. ADDISON GRAMMATICO 310 SUNDOWN ROAD MOORESVILLE NC 28117 NONE GOOD UNC GREENSBOROTUITION 4000 ALIVIA RICH 281 BAREFOOT RIDGE CLYDE NC 28721 NONE GOOD WESTERN CAROLINAUNIVERSITYTUITION 1500 ANTWANETTE SMALLS 5109 MAGNASCO LANE CHARLOTTE NC 28208 NONE GOOD WINSTON SALEMSTATE UNIV.TUITION 1500 AYANNA GRANT 8407 PAW VALLEY LANE CHARLOTTE NC 28214 NONE GOOD WINSTON SALEMSTATE UNIV.TUITION 1500 CHRISTOPHER VIRELLA 11323 HUNTINGTON MEADOW DRIVE CHARLOTTE NC 28273 NONE GOOD NC STATETUITION 1000 COURTNEY DARDEN 12610 PINE ACRES AVE PINEVILLE NC 28134 NONE GOOD UNC PEMBROKETUITION 1500 FIONA MASCIARELLI 31 BEVERLY LANE WAYNESVILLE NC 28785 NONE GOOD APPALACHIAN STATEUNIVERSITYTUITION 1500 MAURA CRENSHAW 6735 PATTONSBURG DRIVE CHARLOTTE NC 28213 NONE GOOD UNC GREENSBOROTUITION 4000 MIYONAH WHITAKER 5303 TWIN BROOK DRIVE CHARLOTTE NC 28269 NONE GOOD UNC GREENSBOROAND DUKETUITION 5500 ZAHRIA SANDERS 12012 PUMP STATION ROAD CHARLOTTE NC 28216 NONE GOOD UNC CHAPEL HILLTUITION 1500 ALESEA CALDWELL 389 ROVINGWOOD DRIVE WAYNESVILLE NC 28786 NONE GOOD WESTERN CAROLINAUNIVERSITYTUITION 3500 ALZAHRAA AL BAYATI 207 MELVILLE LOOP APT 3 CHAPEL HILL NC 27514 NONE GOOD UNC CHAPEL HILLTUITION 1500 AMANDA MARKLEY 150 RIDGELINE ROAD CLYDE NC 28721 NONE GOOD NC STATE UNIVERSITYTUITION 3500 CHRISTOPHER CARTER 2429 OAKDALE CREEK LANE CHARLOTTE NC 28216 NONE GOOD NC A&T STATE UNIV.TUITION 4000 EMANNUELLA ASSEM 10443 KATIE CREEK COURT CHARLOTTE NC 28213 NONE GOOD UNC CHARLOTTETUITION 1500 JEDEDIAH LIAN 4031 IRVINGTON DRIVE CHARLOTTE NC 28205 NONE GOOD APPALACHIAN STATE UNIV.TUITION 3500 JOHNAE WALKER 4352 GLENLEA COMMONS DRIVE CHARLOTTE NC 28216 NONE GOOD FAYETTEVILLE STATE UNIV.TUITION 4000 JOHWIN BDAP 3107 RAINBOW RIDGE DRIVE MATTHEWS NC 28105 NONE GOOD NC STATE UNIVERSITYTUITION 3500 MCKENZIE YAZAN 223 BARBER HILL DRIVE WAYNESVILLE NC 28786 NONE GOOD WESTERN CAROLINA UNIVERSITYTUITION 1500 SARAH CAULEY 151 SANDBROOK LANE SYLVA NC 28779 NONE GOOD WESTERN CAROLINA UNIVERSITYTUITION 2000 SERENITY BETHEA 3218 BRADEN DRIVE CHARLOTTE NC 28216 NONE GOOD WINSTON SALEM STATE UNIV.TUITION 4000 ABIGAIL JONES 110 ELAM DRIVE WAYNESVILLE NC 28786 NONE GOOD WESTERN CAROLINA UNIV.TUITION 4500 BAO NGOC LE NGUYEN 4108 BROOKVIEW DRIVE CHARLOTTE NC 28205 NONE GOOD UNC CHARLOTTETUITION AND BOOKS 1924 CAILYN STACKHOUSE 631 BLOOMOVER STREET CONCORD NC 28025 NONE GOOD UNC GREENSBOROTUITION 2000 EMMA DORGAN 145 PALISADES LANE APT 302 WAYNESVILLE NC 28786 NONE GOOD HAYWOOD COMM. COLLEGETUITION 1236 JOSHUA MILLS 5917 ELLIMAR FIELD LANE CHARLOTTE NC 28215 NONE GOOD NC A&TTUITION 3000 SKYLAR FISH 1251 UPWARD WAY WAYNESVILLE NC 28785 NONE GOOD WESTERN CAROLINA UNIV.TUITION 1500 TY PRESSEL 143 SOLITARY MEADOW CIRCLE WAYNESVILLE NC 28786 NONE GOOD WESTERN CAROLINA UNIVTUITION 3000 ALE'JA WRIGHT 6435 ALDER COURT CHARLOTTE NC 28215 NONE GOOD NC A&T UNIVERSITYTUITION 3000 ASHLEY OLIU 3816 ROSEHEDGE LANE CHARLOTTE NC 28205 NONE GOOD UNC CHARLOTTETUITION 1797 AVA KIRKPATRICK 724 FINES CREEK ROAD CLYDE NC 28721 NONE GOOD NC STATE UNIVERSITYTUITION 3000 CHICORYA ROBINSON 4029 WILLIAM CALDWELL AVE CHARLOTTE NC 28213 NONE GOOD NC CENTRAL UNIVERSITYAND CENTRAL PIEDMONT CCTUITION 2306 COLIN DECKER 341 SOCO ROAD MAGGIE VALLEY NC 28251 NONE GOOD DAVIDSON COLLEGETUITION 3000 CPCC FOUNDATION 1322 EAST 4TH STREET CHARLOTTE NC 28235 GOOD TUITION 16000 DESTINY GILLIARD 1737 HARLAND STREET CHARLOTTE NC 28216 NONE GOOD FAYETTEVILLE STATE UNIVTUITION 3000 FATY MBAYE 6738 GOLDEN WILLOW DRIVE CHARLOTTE NC 28215 NONE GOOD UNC CHARLOTTETUITION 3000 JACKSON GRANT 149 DALE DRIVE LAKE JUNALUSKA NC 28745 NONE GOOD WESTERN CAROLINA UNIVERSITYTUITION 3000 JASON FRAZIER 101 MIRANDA DRIVE CLYDE NC 28721 NONE GOOD WESTERN CAROLINA UNIVERSITYTUITION 3000 KATELYN FRANCIS 255 RACHAEL DRIVE WAYNESVILLE NC 28785 NONE GOOD APPALACHIAN STATE UNIVTUITION 3000 KRISHELLE ARIAS-TORRES 10631 PONTER RIDGE ROAD CHARLOTTE NC 28214 NONE GOOD UNC CHARLOTTETUITION 340 LAURA MELTON 1293 UPPER CRABTREE ROAD CLYDE NC 28721 NONE GOOD UNC CHAPEL HILLTUITION 3000 NICOLAS TEAGUE 33 GRANNYS COVE ROAD MAGGIE VALLEY NC 28751 NONE GOOD UNIV. OF MT. OLIVETUITION 1500 SANDRA RIOS-BELTRAN 6221 BARCLIFF DRIVE CHARLOTTE NC 28212 NONE GOOD APPALCHIAN STATE UNIV.TUITION 3000 TARYN ESTES 76 SAWBRIAR LANE WAYNESVILLE NC 28786 NONE GOOD CALDWELL COMM COLLEGETUITION 4500 TAYLOR SOLLIE 100 KINLOCH LANE CLYDE NC 28721 NONE GOOD GARDNER WEBB UNIVERSITYTUITION 4000 ABIGAIL WOODY 41 NATURES REST LANE CLYDE NC 28721 NONE GOOD NC STATE UNIVERSITYTUITION 1500 ALEXIS STEVENSON 116 BAREFOOT RIDGE CLYDE NC 28721 NONE GOOD WESTERN CAROLINA UNIV.TUITION 4000 ANA MOLINA GOMEZ 5830 OLIVET DRIVE APT 1 CHARLOTTE NC 28227 NONE GOOD UNC CHARLOTTETUITION AND LAPTOP 3600 ANNA STEPP 230 RACHEL DRIVE WAYNESVILLE NC 28785 NONE GOOD EAST TN STATE UNIV.TUITION 2000 BRIANNA RUIZ 2716 REID MEADOWS DRIVE CHARLOTTE NC 28208 NONE GOOD HIGH POINT UNIVERSITYTUITION 4000 CAMERON REDDIG 4820 BEECHKNOLL COURT CHARLOTTE NC 28212 NONE GOOD UNC CHARLOTTETUITION 2000 CONAN MCCLURE 171 LONG STREET WAYNESVILLE NC 28786 NONE GOOD HAYWOOD COMM. COLLEGETUITION 1000 DIEUDONNA GASPARD 5226 BEAM LAKE DRIVE CHARLOTTE NC 28216 NONE GOOD UNC ASHEVILLETUITION 4000 FRIDA OCHOA 204 LILY STREAM WAY CHARLOTTE NC 28214 NONE GOOD UNC CHARLOTTELAPTOP 500 GABRIELLA GROSS 195 MAYNOR DRIVE SYLVA NC 28779 NONE GOOD EAST TN STATE UNIV.TUITION 4000 HUDSON BLACKBURN 110 HIGH STREET WAYNESVILLE NC 28786 NONE GOOD NC STATE UNIVERSITYTUITION 5000 JA'NIYAH FORNEY 4220 CRAIG AVE APT B CHARLOTTE NC 28211 NONE GOOD NC CENTRAL UNIV.TUITION 2000 JED WEST 192 PALISADES LN APR 110 WAYNESVILLE NC 28786 NONE GOOD CAMPBELL UNIVERSITYTUITION 2000 JORDAN BRAGA 37 JOY LANE WAYNESVILLE NC 28786 NONE GOOD NC STATE UNIVERSITYTUITION 1107 KARSEN CHERRY 111 SIMS CIRCLE WAYNESVILLE NC 28786 NONE GOOD UNC CHARLOTTETUITION AND LAPTOP 2500 LAUREN BROWN 4818 STAFFORDSHIRE LANE CHARLOTTE NC 28213 NONE GOOD NC A&T UNIVERSITYTUITION AND LAPTOP 567 LILLIAN FAULKNER 419 UTAH MOUNTAIN ROAD WAYNESVILLE NC 28785 NONE GOOD UNC WILMINGTONTUITION AND LAPTOP 4500 LOUISA KOEHRING 182 CHURCH STREET WAYNESVILLE NC 28786 NONE GOOD APPALCHIAN STATE UNIVTUITION 4000 LUCY VANDERWEIDE 2449 DALE ROAD SPRUCE PINE NC 28777 NONE GOOD NC STATE UNIV.TUITION 4000 MARGARET BEAM 15603 LAKEPOINT FOREST DR CHARLOTTE NC 28278 NONE GOOD WINTHROP UNIVERSITYTUITION 4000 MICAYLA ROBINSON 6010 CASTLECOVE ROAD CHARLOTTE NC 28278 NONE GOOD UNC CHARLOTTETUITION 4000 NADIA MCCOY 304 AMIR CIRCLE MATTHEWS NC 28105 NONE GOOD UNC GREENSBOROTUITION 4000 NATALIA TARTAGLIA-ROSE 100 HAZELWOOD AVENUE WAYNESVILLE NC 28786 NONE GOOD MARS HILL UNIVERSITYTUITION 4000 NATALIE KIRKINDOLL 26 AZALEA DRIVE CLYDE NC 28721 NONE GOOD UNC ASHEVILLETUITION AND LAPTOP 2500 REESE SUND 395 KNOLLWOOD DRIVE WAYNESVILLE NC 28786 NONE GOOD UNC CHARLOTTETUITION AND LAPTOP 4500 SEAN FITZGERALD 518 LOW GAP ROAD MAGGIE VALLEY NC 28751 NONE GOOD UNC CHAPEL HILLTUITION AND LAPTOP 4500 213377 14 21750 14 779663 801413 801413 false false false false false false false false false false X X 1 PEGGY COBB SCHUG 7013 ERIN COURT CHARLOTTE NC 28210 736328 X X 1 11,909 SHARES OF KO (COCA COLA COMPANY) 736328 2024-04-18 BANK CHARGES 67 UNREALIZED APPRECIATION 69458 BRAGG FINANCIAL ADVISORS, INC. INVESTMENT ADVISORY FEES 5174 5174 BRAGG FINANCIAL ADVISORS, INC. ADMINISTRATION FEES 11550 FEDERAL TAXES 935 935