2025-09-10T08:00:41-07:00 2025-06-30 561790097 BRAGG FINANCIAL ADVISORS INC 1031 S CALDWELL ST STE 200 CHARLOTTE NC 28203 990EZ 2024-07-01 201035946 CHARLOTTE ESTATE PLANNING COUNCIL CHAR 7049407382 1300 BAXTER STREET CHARLOTTE NC 28204 JOHN FORNERIS TREASURER 7049407382 2025-08-21 true true Dawn M Cannon CPA P00290948 7043770261 2025-09-10 2024 2025-03-06 01:10:19Z X X www.charlotteepc.org X X 108023 X 0 0 66295 1453 0 0 0 0 0 0 0 40275 108023 1050 100824 101874 6149 70443 76592 70443 76592 70443 76592 70443 76592 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. KENNETH SAMUELSON PRESIDENT 2.00 0 0 0 THOMAS WHITLOCK V. PRESIDENT 1.00 0 0 0 JENNIFER MUCKLEY SECRETARY 1.00 0 0 0 JOHN FORNERIS 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 3185. Form 990EZ, Part I, Line 8 ANNUAL SPONSORSHIP INCOME 36890. Form 990EZ, Part I, Line 8 REINSTATEMENT FEES 200. Form 990EZ, Part I, Line 10 CHARITABLE CONTRIBUTION; CHARITABLE; ISABELLA SANTOS FOUNDATION: 9935-D REA RD., UNIT 275, CHARLOTTE, NC, 28277; NONE, 200. Form 990EZ, Part I, Line 10 CHARITABLE CONTRIBUTION; CHARITABLE; CHARLOTTE CHOIR SCHOOL: 115 WEST SEVENTH STREET, CHARLOTTE, NC, 28202; NONE, 50. Form 990EZ, Part I, Line 10 CHARITABLE CONTRIBUTION; CHARITABLE; SISTERS OF CHARITY HEALTH SYSTEM: 2412 COMMUNITY COLLEGE AVENUE, CLEVELAND, OH, 44115; NONE, 200. Form 990EZ, Part I, Line 10 CHARITABLE CONTRIBUTION; CHARITABLE; CAROLINA PET ADOPTION AND WELFARE NC: P.O. BOX 365, WAXHAW, NC, 28173; NONE, 200. Form 990EZ, Part I, Line 10 CHARITABLE CONTRIBUTION; CHARITABLE; FREEMAN ARTS PAVILION: 31255 AMERICANA PARKWAY, SELBYVILLE, DE, 19975; NONE, 200. Form 990EZ, Part I, Line 10 CHARITABLE CONTRIBUTION; CHARITABLE; ALZHEIMERS FOUNDATION OF AMERICA: 322 EIGHTH AVE., 16TH FLOOR, NEW YORK, NY, 10001; NONE, 200. Form 990EZ, Part I, Line 16 ADMINISTRATIVE FEES 36510. Form 990EZ, Part I, Line 16 MEETINGS EXPENSE 40861. Form 990EZ, Part I, Line 16 CREDIT CARD DISCOUNT FEES 3153. Form 990EZ, Part I, Line 16 CONTINUING EDUCATION 1465. Form 990EZ, Part I, Line 16 TECHNOLOGY AND WEB SITE 5020. Form 990EZ, Part I, Line 16 INSURANCE 2596. Form 990EZ, Part I, Line 16 NETWORKING EVENT EXPENSE 7770. Form 990EZ, Part I, Line 16 BANK CHARGES 365. Form 990EZ, Part I, Line 16 LUNCHEONS 849. Form 990EZ, Part I, Line 16 NAEPC CONFERENCE 803. Form 990EZ, Part I, Line 16 MARKETING 191. Form 990EZ, Part I, Line 16 OFFICE SUPPLIES 68. Form 990EZ, Part I, Line 16 SPEAKER FEES 1173.