The BELK Foundation
EIN 270237197 Private FoundationTotal Given 2020–2024
$14.7M
244 grants · $2.9M avg/year
based on 5 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$50K
typical mid grants · $35K–$75K
grant size
61%
deep partner · 53/87 multi-year
repeat
$52.1M
Assets (2024)
87
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(704) 544-5444
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $2.9M | $45.6M | $-1.8M | 42 |
| 2021 | $2.5M | $57.8M | $1.9M | 44 |
| 2022 | $3.3M | $50.1M | $5.0M | 55 |
| 2023 | $3.4M | $46.8M | $1.5M | 59 |
| 2024 | $2.6M | $52.1M | $-2.6M | 44 |
Grant Size Distribution
Based on 244 grants on record
Minimum
$250
25th Pctl
$35K
Median
$50K
Average
$60K
75th Pctl
$75K
Maximum
$600K
Geographic Distribution
Officers & Directors
TB
Thomas M. BELK Jr
5+ yrs
Vice Chair, Treasurer
Leadership
JB
John R. BELK
5+ yrs
Chair, Board of Directors
Leadership
JB
Jevelyn D. Bonner-Reed
2 yrs
Executive Director
Leadership
JW
James Williams
Secretary, Board of Directors
Leadership
BN
Brandy Nelson
Member, Board of Directors
AW
Alison Welcher
5+ yrs
Member, Board of Directors
KM
Katherine B. Morris
5+ yrs
Member, Board of Directors
AC
Ann Clark
5+ yrs
Member, Board of Directors
MP
Mary Claudia BELK Pilon
5+ yrs
Member, Board of Directors
RB
Robert BELK
Member, Board of Directors
JB
John R. BELK
5+ yrs
Chair, Board of Directors
Leadership
TB
Thomas M. BELK Jr
5+ yrs
Vice Chair, Treasurer
Leadership
JA
Johanna Edens Anderson
4 yrs
Executive Director
Leadership
JB
Jevelyn D. Bonner-Reed
2 yrs
Executive Director
Leadership
AF
Anthony Fox
4 yrs
Secretary, Board of Directors
Leadership
KB
Katherine BELK
2 yrs
Member, Board of Directors
KM
Katherine B. Morris
5+ yrs
Member, Board of Directors
AC
Ann Clark
5+ yrs
Member, Board of Directors
MP
Mary Claudia BELK Pilon
5+ yrs
Member, Board of Directors
AW
Alison Welcher
5+ yrs
Member, Board of Directors
JW
Jim Williams
4 yrs
Member, Board of Directors
AE
Anna Elliott
4 yrs
Member, Board of Directors
TB
Thomas M. BELK Jr
5+ yrs
Vice Chair, Treasurer
Leadership
JB
John R. BELK
5+ yrs
Chair, Board of Directors
Leadership
JA
Johanna Edens Anderson
4 yrs
Executive Director
Leadership
AF
Anthony Fox
4 yrs
Secretary, Board of Directors
Leadership
KB
Katherine BELK
2 yrs
Member, Board of Directors
AE
Anna Elliott
4 yrs
Member, Board of Directors
JW
Jim Williams
4 yrs
Member, Board of Directors
AW
Alison Welcher
5+ yrs
Member, Board of Directors
MP
Mary Claudia BELK Pilon
5+ yrs
Member, Board of Directors
AC
Ann Clark
5+ yrs
Member, Board of Directors
KM
Katherine B. Morris
5+ yrs
Member, Board of Directors
JB
John R. BELK
5+ yrs
Chair, Board of Directors
Leadership
TB
Thomas M. BELK Jr
5+ yrs
Vice Chair, Treasurer
Leadership
JA
Johanna Edens Anderson
4 yrs
Executive Director
Leadership
AF
Anthony Fox
4 yrs
Secretary, Board of Directors
Leadership
AE
Anna Elliott
4 yrs
Member, Board of Directors
KM
Katherine B. Morris
5+ yrs
Member, Board of Directors
AC
Ann Clark
5+ yrs
Member, Board of Directors
MP
Mary Claudia BELK Pilon
5+ yrs
Member, Board of Directors
RM
Rebecca Morris
2 yrs
Member, Board of Directors
AW
Alison Welcher
5+ yrs
Member, Board of Directors
JW
Jim Williams
4 yrs
Member, Board of Directors
JB
John R. BELK
5+ yrs
Chair, Board of Directors
Leadership
TB
Thomas M. BELK Jr
5+ yrs
Vice Chair, Treasurer
Leadership
JA
Johanna Edens Anderson
4 yrs
Executive Director
Leadership
KM
Katherine B. Morris
5+ yrs
Member, Board of Directors
AC
Ann Clark
5+ yrs
Member, Board of Directors
MP
Mary Claudia BELK Pilon
5+ yrs
Member, Board of Directors
RM
Rebecca Morris
2 yrs
Member, Board of Directors
AW
Alison Welcher
5+ yrs
Member, Board of Directors
AF
Anthony Fox
4 yrs
Member, Board of Directors
JW
Jim Williams
4 yrs
Member, Board of Directors
AE
Anna Elliott
4 yrs
Member, Board of Directors
Grants Awarded (244 total)
| Purpose | ||||
|---|---|---|---|---|
| Foundation For The Carolinas | Charlotte, NC | $600,000 | General operating support for Read Charlotte, a collaborative, community-wide movement dedicated to doubling the... | 2020 |
| Foundation for the Carolinas | Charlotte, NC | $300,000 | GENERAL OPERATING SUPPORT FOR READ CHARLOTTE, A COLLABORATIVE, COMMUNITY-WIDE MOVEMENT DEDICATED TO INCREASING THE %... | 2022 |
| North Carolina State University | Raleigh, NC | $220,564 | PROGRAM SUPPORT FOR ADVANCING EDUCATIONAL OPPORTUNITY IN CHARLOTTE-MECKLENBURGS LOWEST-PERFORMING SCHOOLS THROUGH... | 2022 |
| Profound Gentlemen | Charlotte, NC | $200,000 | General operating support to promote retention of male educators of color in North Carolina through professional... | 2020 |
| Foundation for the University of North Carolina at Charlotte Inc | Charlotte, NC | $166,192 | PROGRAM SUPPORT FOR TEACHER CANDIDATES TO HAVE A HIGH-QUALITY CLINICAL EXPERIENCE BY TUTORING K-5 GRADE CMS STUDENTS... | 2023 |
| Foundation for the University of North Carolina at Charlotte Inc (Tutoring) | Charlotte, NC | $166,192 | PROGRAM SUPPORT FOR TEACHER CANDIDATES TO HAVE A HIGH-QUALITY CLINICAL EXPERIENCE BY TUTORING K-5 GRADE CMS STUDENTS... | 2024 |
| Foundation For The Carolinas | Charlotte, NC | $150,000 | General operating support for Read Charlotte, a collaborative, community-wide movement dedicated to doubling the... | 2020 |
| Foundation for the Carolinas | Charlotte, NC | $150,000 | GENERAL OPERATING SUPPORT FOR READ CHARLOTTE, A COLLABORATIVE, COMMUNITY-WIDE MOVEMENT DEDICATED TO DOUBLING THE... | 2021 |
| North Carolina Business Leaders for Education | CARY, NC | $150,000 | FUNDING FOR THE TEACH NC CAMPAIGN TO CAPTURE, CULTIVATE AND CONVERT TEACHING CANDIDATES THROUGH A DIGITAL... | 2021 |
| Foundation for the Carolinas | Charlotte, NC | $150,000 | GENERAL OPERATING SUPPORT FOR READ CHARLOTTE, A COLLABORATIVE, COMMUNITY-WIDE MOVEMENT DEDICATED TO INCREASING THE %... | 2023 |
| Foundation for the Carolinas | Charlotte, NC | $150,000 | GENERAL OPERATING SUPPORT FOR READ CHARLOTTE, A COLLABORATIVE, COMMUNITY-WIDE MOVEMENT DEDICATED TO INCREASING THE %... | 2024 |
| The University of North Carolina at Chapel Hill | Charlotte, NC | $142,085 | Program support for comparative research on the CMS and North Carolina teacher workforces, including preparation,... | 2020 |
| Foundation for the University of North Carolina at Charlotte Inc | Charlotte, NC | $138,240 | PROGRAM SUPPORT FOR TEACHER CANDIDATES TO TUTOR K-3RD GRADE CMS STUDENTS IN FOUNDATIONAL READING SKILLS WITH THE... | 2022 |
| Foundation for the University of North Carolina at Charlotte Inc (Tutoring | Charlotte, NC | $131,662 | PROGRAM SUPPORT FOR TEACHER CANDIDATES TO HAVE A HIGH-QUALITY CLINICAL EXPERIENCE BY TUTORING K-5 GRADE CMS STUDENTS... | 2023 |
| Profound Gentlemen | Charlotte, NC | $124,834 | GENERAL OPERATING SUPPORT TO PROMOTE RETENTION OF MALE EDUCATORS OF COLOR IN NORTH CAROLINA THROUGH PROFESSIONAL... | 2022 |
| Public School Forum of North Carolina Inc | Raleigh, NC | $107,927 | PROGRAM SUPPORT TO CREATE ACTIONABLE & SUSTAINABLE MODELS FOR RECRUITING AND RETAINING A DIVERSE TEACHER WORKFORCE. | 2023 |
| Public School Forum | Raleigh, NC | $107,927 | PROGRAM SUPPORT TO CREATE ACTIONABLE & SUSTAINABLE MODELS FOR RECRUITING AND RETAINING A DIVERSE TEACHER WORKFORCE | 2022 |
| Helps Education Fund Inc | Raleigh, NC | $102,500 | PROGRAM SUPPORT TO DELIVER TARGETED FLUENCY TUTORING TO CMS ELEMENTARY STUDENTS IN TITLE I SCHOOLS | 2022 |
| Helps Education Fund Inc | Research Triangle Park, NC | $100,000 | Program support to deliver HELPS targeted fluency tutoring to 270 students in 15 high-need CMS schools during the... | 2020 |
| Teach For America Inc | Charlotte, NC | $100,000 | General operating support to bolster Teach For Americas 730 corps members and alumni working in CMS, impacting... | 2020 |
| Board of Control for the Southern Region | Atlanta, GA | $100,000 | PROGRAM AND CONSULTING SUPPORT FOR THE NORTH CAROLINA PATHWAYS TO EXCELLENCE, REVAMPING THE NC TEACHER LICENSURE AND... | 2021 |
| Teach for America Inc | Charlotte, NC | $100,000 | GENERAL OPERATING SUPPORT TO SUPPORT OVER 110 EARLY TEACHERS AND 670 ALUMNI WORKING IN CMS, THROUGH PROFESSIONAL... | 2021 |
| Trueschool | New Orleans, LA | $100,000 | PROGRAM SUPPORT TO DEVELOP PRINCIPAL PROFESSIONAL LEARNING COMMUNITIES (PLCS) FOR UP TO 40 CHARLOTTE-AREA PRINCIPALS... | 2021 |
| Helps Education Fund Inc | Raleigh, NC | $100,000 | PROGRAM SUPPORT TO DELIVER TARGETED FLUENCY TUTORING TO CMS ELEMENTARY STUDENTS IN TITLE I SCHOOLS. | 2023 |
| Teach for America Inc | Charlotte, NC | $100,000 | PROGRAM SUPPORT TO SUPPORT EARLY TEACHERS AND ALUMNI WORKING IN CMS, THROUGH PROFESSIONAL DEVELOPMENT AND TRAINING,... | 2023 |
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