2024-09-11T09:42:35-07:00 2024-06-30 561790097 BRAGG FINANCIAL ADVISORS INC 1031 S CALDWELL ST STE 200 CHARLOTTE NC 28203 990EZ 2023-07-01 201035946 CHARLOTTE ESTATE PLANNING COUNCIL CHAR 7049407382 1300 BAXTER STREET CHARLOTTE NC 28204 JENNIFER MUCKLEY TREASURER 7049407382 2024-08-26 true true Dawn M Cannon CPA P00290948 7043770261 2024-09-11 2023 2024-08-08 14:25:15Z X X www.charlotteepc.org X X 94601 X 0 0 60780 1621 0 0 0 0 0 0 0 32200 94601 1850 78664 80514 14087 56356 70443 56356 70443 56356 70443 56356 70443 PROVIDING QUARTERLY EDUCATIONAL MEETINGS FOR ITS MEMBERS THE CHARLOTTE ESTATE PLANNING COUNCIL PROVIDES QUARTERLY EDUCATIONALMEETINGS FOR ATTORNEYS, ACCOUNTANTS, CERTIFIED FINANCIAL PLANNERS,CERTIFIED LIFE UNDERWRITERS AND RELATED PROFESSIONALS. FRANK ROBARDS PRESIDENT 2.00 0 0 0 KENNETH SAMUELSON V. PRESIDENT 1.00 0 0 0 THOMAS WHITLOCK SECRETARY 1.00 0 0 0 JENNIFER MUCKLEY TREASURER 2.00 0 0 0 false false false false false false false 0 0 false TERI MILNER 1300 BAXTER STREET STE 360 CHARLOTTE NC 28204 7049407382 false false false false false false false Form 990EZ, Part I, Line 8 INITIATION FEES 3300. Form 990EZ, Part I, Line 8 ANNUAL SPONSORSHIP INCOME 28750. Form 990EZ, Part I, Line 8 REINSTATEMENT FEES 150. Form 990EZ, Part I, Line 10 CHARITABLE CONTRIBUTION; CHARITABLE; FREEDOM SCHOOL PARTNERS: 1030 AROSA AVENUE, CHARLOTTE, NC, 28203; NONE, 200. Form 990EZ, Part I, Line 10 CHARITABLE CONTRIBUTION; CHARITABLE; HUMANE SOCIETY OF NC: 1348 PARKER DRIVE, CHARLOTTE, NC, 28208; NONE, 500. Form 990EZ, Part I, Line 10 CHARITABLE CONTRIBUTION; CHARITABLE; ACLU: 125 BROAD ST., 18TH FLOOR, NEW YORK, NY, 10004; NONE, 200. Form 990EZ, Part I, Line 10 CHARITABLE CONTRIBUTION; CHARITABLE; DOTTIE ROSE FOUNDATION: 5220 BUCKINGHAM DRIVE, CHARLOTTE, NC, 28209; NONE, 200. Form 990EZ, Part I, Line 10 CHARITABLE CONTRIBUTION; CHARITY; AMERICAN HEART ASSOCIATION: P.O. BOX 840692, DALLAS, TX, 75284; NONE, 200. Form 990EZ, Part I, Line 10 CHARITABLE CONTRIBUTION; CHARITY; HUMANE SOCIETY OF CHARLOTTE: 1348 PARKER DRIVE, CHARLOTTE, NC, 28208; NONE, 350. Form 990EZ, Part I, Line 10 CHARITABLE CONTRIBUTION; CHARITY; FREEDOM SCHOOL PARTNERS: 1030 AROSA AVENUE, CHARLOTTE, NC, 28203; NONE, 200. Form 990EZ, Part I, Line 16 ADMINISTRATIVE FEES 32023. Form 990EZ, Part I, Line 16 MEETINGS EXPENSE 34209. Form 990EZ, Part I, Line 16 CREDIT CARD DISCOUNT FEES 2874. Form 990EZ, Part I, Line 16 CONTINUING EDUCATION 1990. Form 990EZ, Part I, Line 16 TECHNOLOGY AND WEB SITE 547. Form 990EZ, Part I, Line 16 INSURANCE 1013. Form 990EZ, Part I, Line 16 NETWORKING EVENT EXPENSE 2508. Form 990EZ, Part I, Line 16 BANK CHARGES 380. Form 990EZ, Part I, Line 16 BOARD OF DIRECTOR EXPENSES 451. Form 990EZ, Part I, Line 16 LUNCHEONS 717. Form 990EZ, Part I, Line 16 NAEPC CONFERENCE 1829. Form 990EZ, Part I, Line 16 MARKETING 123.