The Katherine and Thomas Belk Foundation
CHARLOTTE, NC EIN: 56-2220828
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
—
-100.0% YoY
Annual Giving
$3.4M
+400.5% YoY
Grant Count
6
-50.0% YoY
Avg Grant Size
$567K
+901.0% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | $2,167,774 | $2,891,946 |
| Revenue | $1,305,276 | $16,321 | $45,666 |
| Expenses | $3,473,471 | $740,472 | $1,400,304 |
| Qualifying Distributions | $3,403,567 | $680,000 | $1,338,000 |
| Net Investment Income | $1,235,474 | $6,372 | $13,085 |
| Distributable Amount | $88,104 | $171,815 | $212,078 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
59 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does The Katherine and Thomas Belk Foundation fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| THOMAS M BELK JR | VICE PRESIDENT/DIRECTOR | 0.2 | — |
| KATHERINE M BELK | SECRETARY/DIRECTOR | 0.2 | — |
| KATHERINE BELK MORRIS | PRESIDENT/DIRECTOR | 0.5 | — |
| HW MCKAY BELK | VICE PRESIDENT/DIRECTOR | 0.2 | — |
| JOHN R BELK | TREASURER/DIRECTOR | 0.2 | — |
| EDWARD M LAZAR | ASSISTANT SECRETARY | 0.2 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
North Carolina $6.4M (82%)
Massachusetts $1.3M (16%)
Maryland $100K (1%)
Delaware $10K (0%)
Cities
BostonCharlotteDavidsonLinvilleMiddletownMontreatTowsonWilliamstown
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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