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Private Foundation · NC · Private Independent Foundations

Belk Foundation

Charlotte, NC  ·  EIN 270237197  ·  Website ↗  ·  990s on ProPublica ↗

Assets

$42.9M

Total Giving

$8.4M

Grants on File

158

Average Grant

$53K

Giving Radius

Where Belk Foundation Has Given

AK — no grants on file AL — no grants on file AR — no grants on file AZ — no grants on file CA — no grants on file CO — no grants on file CT — no grants on file DC — $219K across 4 grants DE — no grants on file FL — $160K across 2 grants GA — $182K across 2 grants HI — no grants on file IA — no grants on file ID — no grants on file IL — no grants on file IN — no grants on file KS — no grants on file KY — no grants on file LA — $150K across 2 grants MA — no grants on file MD — no grants on file ME — no grants on file MI — no grants on file MN — no grants on file MO — no grants on file MS — no grants on file MT — no grants on file NC — $7.6M across 147 grants ND — no grants on file NE — no grants on file NH — no grants on file NJ — no grants on file NM — no grants on file NV — no grants on file NY — $100K across 1 grant OH — no grants on file OK — no grants on file OR — no grants on file PA — no grants on file RI — no grants on file SC — no grants on file SD — no grants on file TN — no grants on file TX — no grants on file UT — no grants on file VA — no grants on file VT — no grants on file WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 105 recipients across 6 states. Top concentrations: CHARLOTTE ($3.6M, 63 grants), RALEIGH ($1.4M, 30 grants), Charlotte ($943K, 18 grants), CHAPEL HILL ($502K, 9 grants), CARY ($456K, 8 grants).

Section I

How to Apply

No application guidelines on file — check the foundation's website directly.

On Unsolicited Proposals no

Section IV

Recent Grants

Recipient Amount Year
North Carolina Business Leaders for Education $50K 2020
Research Triangle Institute $40K 2020
Foundation for Excellence in Education Inc $80K 2020
North Carolina Business Leaders for Education $35K 2020
Profound Gentlemen $50K 2020
Renaissance West Community Initiative $50K 2020
Charlotte Speech and Hearing Center Inc $35K 2020
Foundation For The Carolinas $150K 2020
Helps Education Fund Inc $100K 2020
North Carolina Business Committee for Education $40K 2020
North Carolina State University Foundation Inc $10K 2020
Our Turn $25K 2020
Profound Gentlemen $15K 2020
Queens University of Charlotte $30K 2020
Augustine Project for Literacy $5K 2020
Augustine Project for Literacy $45K 2020
CMS Foundation $75K 2020
EducationNC $30K 2020
Foundation for the Univ of NC at Charlotte Inc $98K 2020
Heart Math Tutoring Inc $60K 2020
International House of Metrolina $40K 2020
New America Foundation $35K 2020
North Carolina Early Childhood Foundation $30K 2020
North Carolina State University Foundation Inc $34K 2020
The University of North Carolina at Chapel Hill $91K 2020

Page 1 of 7 · 158 total

Section V

Board of Directors

  • JOHANNA EDENS ANDERSON EXECUTIVE DIRECTOR (THRU 05/2022)
  • JEVELYN D BONNER-REED EXECUTIVE DIRECTOR (AS OF 08/2022)
  • KATHERINE B MORRIS MEMBER, BOARD OF DIRECTORS
  • JOHN R BELK CHAIR, BOARD OF DIRECTORS
  • THOMAS M BELK JR VICE CHAIR, TREASURER
  • ANTHONY FOX SECRETARY, BOARD OF DIRECTORS
  • ANN CLARK MEMBER, BOARD OF DIRECTORS
  • MARY CLAUDIA BELK PILON MEMBER, BOARD OF DIRECTORS
  • ALISON WELCHER MEMBER, BOARD OF DIRECTORS
  • JIM WILLIAMS MEMBER, BOARD OF DIRECTORS
  • ANNA ELLIOTT MEMBER, BOARD OF DIRECTORS
  • KATHERINE BELK MEMBER, BOARD OF DIRECTORS
  • JOHANNA EDENS ANDERSON EXECUTIVE DIRECTOR
  • KATHERINE B MORRIS MEMBER, BOARD OF DIRECTORS
  • JOHN R BELK CHAIR, BOARD OF DIRECTORS
  • THOMAS M BELK JR VICE CHAIR, TREASURER
  • ANTHONY FOX SECRETARY, BOARD OF DIRECTORS
  • ANN CLARK MEMBER, BOARD OF DIRECTORS
  • MARY CLAUDIA BELK PILON MEMBER, BOARD OF DIRECTORS
  • ALISON WELCHER MEMBER, BOARD OF DIRECTORS
  • JIM WILLIAMS MEMBER, BOARD OF DIRECTORS
  • ANNA ELLIOTT MEMBER, BOARD OF DIRECTORS
  • KATHERINE BELK MEMBER, BOARD OF DIRECTORS
  • JOHANNA EDENS ANDERSON EXECUTIVE DIRECTOR
  • KATHERINE B MORRIS MEMBER, BOARD OF DIRECTORS
  • JOHN R BELK CHAIR, BOARD OF DIRECTORS
  • THOMAS M BELK JR VICE CHAIR, TREASURER
  • ANTHONY FOX SECRETARY, BOARD OF DIRECTORS
  • ANN CLARK MEMBER, BOARD OF DIRECTORS
  • MARY CLAUDIA BELK PILON MEMBER, BOARD OF DIRECTORS
  • REBECCA MORRIS MEMBER, BOARD OF DIRECTORS
  • ALISON WELCHER MEMBER, BOARD OF DIRECTORS
  • JIM WILLIAMS MEMBER, BOARD OF DIRECTORS
  • ANNA ELLIOTT MEMBER, BOARD OF DIRECTORS
  • JOHANNA EDENS ANDERSON EXECUTIVE DIRECTOR
  • KATHERINE B MORRIS Member, Board of Directors
  • JOHN R BELK Chair, Board of Directors
  • THOMAS M BELK JR Vice Chair, Treasurer
  • ANN CLARK Member, Board of Directors
  • MARY CLAUDIA BELK PILON Member, Board of Directors
  • REBECCA MORRIS Member, Board of Directors
  • Alison Welcher Member, Board of Directors
  • Anthony Fox Member, Board of Directors
  • Jim Williams Member, Board of Directors
  • Anna Elliott Member, Board of Directors

Section VI

Filing History

Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.

Year Total Assets Qualifying Distributions Total Revenue Total Expenses
2023 $48.1M $2.3M $1.5M $2.9M
2022 $49.5M $2.5M $5.0M $3.1M
2021 $47.5M $2.7M $1.9M $2.6M
2020 $48.2M $2.4M $-1,835,324 $2.4M
2019 $52.5M $2.3M $-252,969 $2.6M
2015 $60.5M $2.3M $5.7M $2.9M
2014 $57.7M $2.3M $2.9M $2.9M
2013 $57.7M $2.3M $3.6M $2.6M
2012 $56.7M $2.4M $5.2M $2.9M
2011 $54.5M $2.6M $-92,114 $3.0M

Section VII

Foundations Like This One

Similar in focus area, location, and asset size. Worth researching as part of the same campaign.