2024-04-12T11:10:03-07:00 2023-12-31 561790097 BRAGG FINANCIAL ADVISORS INC 1031 S CALDWELL ST STE 200 CHARLOTTE NC 28203 990PF 2023-01-01 566583795 SCHUG FOUNDATION co PEGGY COBB SCHUG SCHU 7045520474 7013 ERIN COURT CHARLOTTE NC 282104906 JOHN SCHUG TRUSTEE 7045520474 2024-04-11 true JOHN SCHUG XXX-XX-XXXX true Dawn M Cannon CPA P00290948 7043770261 2024-04-12 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 335503 X X 11619 11619 54849 0 0 0 11619 66468 0 0 0 13387 2712 56 56 0 93 17 13536 2785 0 192111 192111 205647 2785 192111 -194028 63683 0 1081 1015 1015 63674 74694 74694 0 0 146535 87696 87696 280602 172098 172098 0 0 0 0 0 0 491892 335503 335503 0 0 0 0 0 X 491892 335503 491892 335503 491892 335503 491892 -194028 37639 335503 335503 CAPITAL GAIN DISTRIBUTIONS P 2022-12-31 2023-12-31 837 0 0 837 0 0 0 837 434.783 VANGUARD GNMA P 2023-06-14 2023-11-16 3856 0 4007 -151 0 0 0 -151 1149.425 VANGUARD HIGH YIELD CORPORATE P 2023-06-14 2023-11-16 5972 0 6008 -36 0 0 0 -36 SEE ATTACHED SCHEDULE P 2022-12-31 2023-12-31 204332 0 150133 54199 0 0 0 54199 54849 -187 885 0 885 0 885 835 835 835 50 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 354345 46623 0 400968 0 400968 6015 394953 19748 19748 885 885 18863 18863 18863 192111 192111 18863 161145 178408 229538 162699 178706 910496 192111 0 18863 173248 1083744 0 0 0 0 161145 922599 178408 229538 162699 178706 173248 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. ALEXIA ROMERO 114 OLD BALSAM ROAD WAYNESVILLE NC 28786 NONE GOOD WESTERN CAROLINAUNIVERSITYTUITION 1500 AMAYA MICKLES 1518 GALESBURG STREET CHARLOTTE NC 28216 NONE GOOD NC STATE UNIVERSITYTUITION 1500 ASHLEIGH SHUFORD PO BOX 356 CORNELIUS NC 28031 NONE GOOD UNC GREENSBOROTUITION 3000 CLAYISHA NORRIS 7215 SWEETFIELD DRIVE HUNTERSVILLE NC 28078 NONE GOOD FAYETTEVILLE STATE UNIVERSITYTUITION 1500 GRACE FEICHTER 31 MEAD STREET WAYNESVILLE NC 28786 NONE GOOD NC STATE UNIVERSITYTUITION 1500 JORDYN NEWELL 314 STILLHOUSE COVE ROAD WAYNESVILLE NC 28785 NONE GOOD EAST TN STATE UNIV.TUITION 1500 ADDISON GRAMMATICO 310 SUNDOWN ROAD MOORESVILLE NC 28117 NONE GOOD UNC GREENSBOROTUITION 1500 ALIVIA RICH 281 BAREFOOT RIDGE CLYDE NC 28721 NONE GOOD WESTERN CAROLINAUNIVERSITYTUITION 3000 ANTWANETTE SMALLS 5109 MAGNASCO LANE CHARLOTTE NC 28208 NONE GOOD WINSTON SALEMSTATE UNIV.TUITION 1500 AWA NIANG 6537 BLYTHEDALE DRIVE CHARLOTTTE NC 28213 NONE GOOD UNC GREENSBOROTUITION & BOOKS 1407 AYANNA GRANT 8407 PAW VALLEY LANE CHARLOTTE NC 28214 NONE GOOD WINSTON SALEMSTATE UNIV.TUITION 1923 CALEB LEE 6200 WHITEWATER WAY CHARLOTTE NC 28214 NONE GOOD WESTERN CAROLINAUNIVERSITYTUITION 3000 CHRISTOPHER VIRELLA 11323 HUNTINGTON MEADOW DRIVE CHARLOTTE NC 28273 NONE GOOD NC STATETUITION 2000 COURTNEY DARDEN 12610 PINE ACRES AVE PINEVILLE NC 28134 NONE GOOD UNC PEMBROKETUITION 3000 DIANDRE RICHIE 2419 BONTERRA BLVD INDIAN TRAIL NC 28079 NONE GOOD UNC WILMINGTONTUITION 3000 FIONA MASCIARELLI 31 BEVERLY LANE WAYNESVILLE NC 28785 NONE GOOD APPALACHIAN STATEUNIVERSITYTUITION 3987 MADELINE HUDSON 774 PINNACLE DRIVE WAYNESVILLE NC 28786 NONE GOOD UNC ASHEVILLETUITION 3000 MAKENZIE CALDWELL 165 FOURTH STREET WAYNESVILLE NC 28786 NONE GOOD AB TECH COMM.COLLEGETUITION & BOOKS 2423 MAMA DIATTA 2034 FLUSHING COURT CHARLOTTE NC 28215 NONE GOOD UNC GREENSBOROTUITION & BOOKS 3645 MARNA DODSON 46 MEAD STREET WAYNESVILLE NC 28786 NONE GOOD WESTERN CAROLINAUNIVERSITYTUITION 3000 MAURA CRENSHAW 6735 PATTONSBURG DRIVE CHARLOTTE NC 28213 NONE GOOD UNC GREENSBOROTUITION 3000 MIYONAH WHITAKER 5303 TWIN BROOK DRIVE CHARLOTTE NC 28269 NONE GOOD UNC GREENSBOROTUITION & BOOKS 2711 SERENA ROBERTS 5328 GRAFTON DRIVE CHARLOTTE NC 28215 NONE GOOD NC A&T UNIVERSITYTUITION 3000 SYDNEY STINE 44 GREEN DRIVE WAYNESVILLE NC 28785 NONE GOOD UNC CHARLOTTETUITION 3000 ZAHRIA SANDERS 12012 PUMP STATION ROAD CHARLOTTE NC 28216 NONE GOOD UNC CHAPEL HILLTUITION 3000 ALESEA CALDWELL 389 ROVINGWOOD DRIVE WAYNESVILLE NC 28786 NONE GOOD WESTERN CAROLINAUNIVERSITYTUITION 1500 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 1500 CHRISTOPHER CARTER 2429 OAKDALE CREEK LANE CHARLOTTE NC 28216 NONE GOOD NC A&T STATE UNIV.TUITION 3000 EMANNUELLA ASSEM 10443 KATIE CREEK COURT CHARLOTTE NC 28213 NONE GOOD EAST CAROLINA UNIVERSITYTUITION 3000 JEDEDIAH LIAN 4031 IRVINGTON DRIVE CHARLOTTE NC 28205 NONE GOOD APPALACHIAN STATE UNIV.TUITION 3000 JOHNAE WALKER 4352 GLENLEA COMMONS DRIVE CHARLOTTE NC 28216 NONE GOOD FAYETTEVILLE STATE UNIV.TUITION 3000 JOHWIN BDAP 3107 RAINBOW RIDGE DRIVE MATTHEWS NC 28105 NONE GOOD NC STATE UNIVERSITYTUITION 1500 MAKII ARLINE 10713 OSPREY DRIVE CHARLOTTE NC 28226 NONE GOOD UNC CHARLOTTETUITION 1500 MCKENZIE YAZAN 223 BARBER HILL DRIVE WAYNESVILLE NC 28786 NONE GOOD WESTERN CAROLINA UNIVERSITYTUITION 3000 PARKER MONTGOMERY 96 COUNTRY ROAD CANTON NC 28716 NONE GOOD EAST TN STATE UNIVERSITYTUITION 1500 SARAH CAULEY 151 SANDBROOK LANE SYLVA NC 28779 NONE GOOD WESTERN CAROLINA UNIVERSITYTUITION 4500 SAVANNAH WILSON 561 PINEWOOD DRIVE WAYNESVILLE NC 28786 NONE GOOD APPALCHIAN STATE UNIV.TUITION 1500 SERENITY BETHEA 3218 BRADEN DRIVE CHARLOTTE NC 28216 NONE GOOD WINSTON SALEM STATE UNIV.TUITION 3000 ABIGAIL JONES 110 ELAM DRIVE WAYNESVILLE NC 28786 NONE GOOD UNC GREENSBOROTUITION 3000 BAO NGOC LE NGUYEN 4108 BROOKVIEW DRIVE CHARLOTTE NC 28205 NONE GOOD UNC CHARLOTTETUITION 460 CAILYN STACKHOUSE 631 BLOOMOVER STREET CONCORD NC 28025 NONE GOOD UNC GREENSBOROTUITION 3000 EMMA DORGAN 145 PALISADES LANE APT 302 WAYNESVILLE NC 28786 NONE GOOD UNC GREENSBOROTUITION 1500 JOSHUA MILLS 5917 ELLIMAR FIELD LANE CHARLOTTE NC 28215 NONE GOOD NC A&TTUITION 2285 MALEAK WHITAKER 5303 TWIN BROOK DRIVE CHARLOTTE NC 28269 NONE GOOD UNC GREENSBOROTUITION 3000 RAHEEM SANDS 5433 TALUS TRACE LANE CHARLOTTE NC 28215 NONE GOOD JOHNSON C SMITH UNIVTUITION 485 SKYLAR FISH 1251 UPWARD WAY WAYNESVILLE NC 28785 NONE GOOD WESTERN CAROLINA UNIV.TUITION 3000 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 1500 ASHLEY OLIU 3816 ROSEHEDGE LANE CHARLOTTE NC 28205 NONE GOOD UNC CHARLOTTETUITION 625 AVA FLOWERS 78 DUTCH APPLE LANE WAYNESVILLE NC 28786 NONE GOOD NC STATE UNIVERSITYTUITION 1500 AVA KIRKPATRICK 724 FINES CREEK ROAD CLYDE NC 28721 NONE GOOD NC STATE UNIVERSITYTUITION & LAPTOP 3500 CHICORYA ROBINSON 4029 WILLIAM CALDWELL AVE CHARLOTTE NC 28213 NONE GOOD NC CENTRAL UNIVERSITYTUITION 1500 COLIN DECKER 341 SOCO ROAD MAGGIE VALLEY NC 28251 NONE GOOD DAVIDSON COLLEGETUITION & LAPTOP 2000 CPCC FOUNDATION 1322 EAST 4TH STREET CHARLOTTE NC 28235 GOOD TUITION 32000 DE-ANDRE GRIZZLE 5720 CEDARS EAST CT APT 3 CHARLOTTE NC 28215 NONE GOOD UNC GREENSBOROTUITION 1500 DESTINY GILLIARD 1737 HARLAND STREET CHARLOTTE NC 28216 NONE GOOD FAYETTEVILLE STATE UNIVTUITION 3000 EVELYN MURILLO-PEREZ 11013 PARK ROAD CHARLOTTE NC 28226 NONE GOOD UNC CHAPEL HILLLAPTOP 500 FATY MBAYE 6738 GOLDEN WILLOW DRIVE CHARLOTTE NC 28215 NONE GOOD UNC CHARLOTTETUITION & LAPTOP 3500 JACKSON GRANT 149 DALE DRIVE LAKE JUNALUSKA NC 28745 NONE GOOD WESTERN CAROLINA UNIVERSITYTUITION 5800 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 AND LAPTOP 2000 KENDALL DAVIS 16315 HAYFIELD ROAD CHARLOTTE NC 28213 NONE GOOD UNC GREENSBOROTUITION 1500 KIERA REED 332 KIRBY DRIVE CHARLOTTE NC 28214 NONE GOOD UNC GREENSBOROTUITION 1500 KRISHELLE ARIAS-TORRES 10631 PONTER RIDGE ROAD CHARLOTTE NC 28214 NONE GOOD UNC CHARLOTTETUITION AND LAPTOP 2000 LAURA MELTON 1293 UPPER CRABTREE ROAD CLYDE NC 28721 NONE GOOD UNC CHAPEL HILLTUITION 1500 MARY ABIGAIL FRANCIS 29 BOUNTY LANE WAYNESVILLE NC 28785 NONE GOOD EAST TN STATE UNIVERSITYTUITION 1500 MYLES MACDONALD 6517 WANDERING CREEK DRIVE CHARLOTTE NC 28216 NONE GOOD NC A&T STATE UNIV.TUITION 1500 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 1500 TAYLOR SOLLIE 100 KINLOCH LANE CLYDE NC 28721 NONE GOOD GARDNER WEBB UNIVERSITYBOOKS 360 192111 14 11619 14 54849 66468 66468 false false false false false false false false false false BANK CHARGES 76 PERSHING CHARGES 17 17 UNREALIZED APPRECIATION 37639 BRAGG FINANCIAL ADVISORS, INC. INVESTMENT ADVISORY FEES 2712 2712 BRAGG FINANCIAL ADVISORS, INC. ADMINISTRATION FEES 10675 FOREIGN TAXES 56 56