Private Foundation

THE KATHERINE AND THOMAS BELK FOUNDATION INC

THE KATHERINE AND THOMAS BELK FOUNDATION INC is a private foundation categorized as Private Foundation based in CHARLOTTE, NC. Its most recent IRS filing (2024) reports revenue of $1.3M, expenses of $3.5M. Imperigo tracks 71 reported grants from this foundation totaling approximately $7.2M.

EIN: 562220828 CHARLOTTE, NC Latest filing: 2024

Total Revenue$1.3M

Total Expenses$3.5M

Grants Given71

Grant Total$7.2M

Filing Years2018–2024

Sample Grants Given

FOUNDATION FOR THE CAROLINAS

CHARLOTTE, NC · 2024

ANNUAL FUND

$1,422,675

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

BOSTON, MA · 2024

CHARITABLE FUND

$1,255,892

MYERS PARK PRESBYTERIAN CHURCH

CHARLOTTE, NC · 2024

ANNUAL FUND

$600,000

NATIONAL STEWARDSHIP FOUNDATION LLC

TOWSON, MD · 2024

ANNUAL FUND

$100,000

VIA HEALTH PARTNERS

CHARLOTTE, NC · 2024

ANNUAL FUND

$15,000

Showing up to 5 of 71 total records — full history available with membership.

Officers & Directors

ASSISTANT SECRETARY Edward M Lazar

VICE PRESIDENT/DIRECTOR Hw Mckay Belk

TREASURER/DIRECTOR John R Belk

PRESIDENT/DIRECTOR Katherine Belk Morris

SECRETARY/DIRECTOR Katherine M Belk

VICE PRESIDENT/DIRECTOR Thomas M Belk Jr

Officer compensation and complete director data available with membership.

Top Grant Purposes

ANNUAL FUND

$3,727,675 28 grants

CHARITABLE FUND

$1,255,892 1 grant

Carolina Theatre Project Fund

$1,000,000 2 grants

Renovation of children's education building and outreach.

$600,000 1 grant

CAROLINA THEATRE PROJECT FUND

$438,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$1.3M	$3.5M	—
2023	$16K	$740K	$2.2M
2022	$46K	$1.4M	$2.9M
2020	$376K	$1.2M	$4.7M
2018	$184K	$630K	$5.9M

Between 2018 and 2024, reported annual revenue grew from $184K to $1.3M (+610%).

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in DE, MA, MD, NC.

DEMAMDNC

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE KATHERINE AND THOMAS BELK FOUNDATION INC

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