The Katherine And Thomas Belk Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Katherine And Thomas Belk Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 56-2220828

Foundation Overview

Based in Charlotte, NC, The Katherine And Thomas Belk Foundation has awarded 106 grants totaling $5,586,000 to organizations in North Carolina, Delaware and 3 other states across the US. Individual grants range from $500 to $600,000, with a median award of $5,000.

Latest Tax Year
2023
Total Giving (all years)
$5,586,000
Total Assets
$3,148,788
Median Grant (all grants)
$5,000

Latest Form 990-PF Snapshot

Total Grants
12
Median Grant
$6,250
% No Significant Change
0% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Relationship-Focused: 17%

2 of 12 recipients (17%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
North Carolina

83% of all grants are concentrated in North Carolina, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within North Carolina, funding concentrates in Charlotte (76%), Linville (11%), Davidson (3%).

Funding Trajectory
+17%

Stable funding levels with 17% change over 7 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
General Purposes + 2 others

Diversified giving across multiple program areas with primary emphasis on general purposes (79%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Katherine And Thomas Belk Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Boy Scouts Of America $5,000 Charlotte, NC, US Annual Fund 2023
Good Fellows $10,000 Charlotte, NC, US Annual Fund 2023
Grandfather Mountain Stewardship Foundation $2,500 Linville, NC, US Annual Fund 2023
Myers Park Presbyterian Church $600,000 Charlotte, NC, US Annual Fund 2023
St Andrews School $2,500 Middletown, DE, US Annual Fund 2023
Williams College $2,500 Williamstown, MA, US Annual Fund 2023
Williams Ymca Of Avery County $7,500 Linville, NC, US Annual Fund 2023
Charlotte Mecklenburg Dream Center $20,000 Charlotte, NC, US Annual Fund 2023
Augustine Literacy Project - Charlotte $5,000 Charlotte, NC, US Annual Fund 2023
Davidson College $10,000 Davidson, NC, US Annual Fund 2023
Union Presbyterian Seminary $5,000 Charlotte, NC, US Annual Fund 2023
Charlotte Family Housing $10,000 Charlotte, NC, US Annual Fund 2023
Foundation For The Carolinas $438,000 Charlotte, NC, US Carolina Theatre Project Fund 2022
United Way Of Central Carolinas $10,000 Charlotte, NC, US Annual Fund 2022
Montreat Conference Center $250,000 Montreat, NC, US Annual Fund 2022
Myers Park Presbyterian Church $600,000 Charlotte, NC, US Annual Fund 2022
Teach For America $10,000 Charlotte, NC, US Annual Fund 2022
Williams Ymca Of Avery County $7,500 Linville, NC, US Annual Fund 2022
Grandfather Mountain Stewardship Foundation $2,500 Linville, NC, US Annual Fund 2022
Williams College $2,500 Williamstown, MA, US Annual Fund 2022
St Andrews School $2,500 Middletown, DE, US Annual Fund 2022
Boy Scouts Of America $5,000 Charlotte, NC, US Annual Fund 2022
Good Fellows $5,000 Charlotte, NC, US Annual Fund 2022
Bechtler Museum Of Art $5,000 Charlotte, NC, US Annual Fund 2022
A Better World $5,000 Charlotte, NC, US Annual Fund 2021
Boy Scouts Of America $5,000 Charlotte, NC, US Annual Fund 2021
Charlotte Family Housing $10,000 Charlotte, NC, US Annual Fund 2021
Davidson College $5,000 Davidson, NC, US Art Acquisition Fund 2021
Foundation For The Carolinas $500,000 Charlotte, NC, US Carolina Theatre Project Fund 2021
Levine Museum Of The New South $5,000 Charlotte, NC, US Annual Fund 2021
Myers Park Presbyterian Church $600,000 Charlotte, NC, US Renovation Of Children's Education Building And Outreach. 2021
St Andrews School $2,500 Middletown, DE, US Annual Fund 2021
The Good Fellows Club $5,000 Charlotte, NC, US Annual Fund 2021
Union Presbyterian Seminary $5,000 Charlotte, NC, US Annual Fund 2021
Williams College Alumni Fund $2,500 Williamstown, MA, US Alumni Fund 2021
Williams Ymca Of Avery County $5,000 Linville, NC, US Annual Fund 2021
The Freedom Group $15,000 Charlotte, NC, US Carolina Theatre Project Fund 2021
Bechtler Museum Of Modern Art Annual Fund $5,000 Charlotte, NC, US Annual Fund 2021
Grandfather Mountain Stewardship Foundation $5,000 Linville, NC, US Award 2021
The Bilingual Preschool $5,000 Charlotte, NC, US Grant 2021
A Better World $10,000 Charlotte, NC, US Annual Fund 2020
Boy Scouts Of America $5,000 Charlotte, NC, US Annual Fund 2020
Charlotte Family Housing $10,000 Charlotte, NC, US Annual Fund 2020
Davidson College $5,000 Davidson, NC, US Art Acquisition Fund 2020
Charlotte Rescue Mission Social Enterprise $5,000 Charlotte, NC, US Annual Fund 2020
Foundation For The Carolinas $500,000 Charlotte, NC, US Carolina Theatre Project Fund 2020
Myers Park Presbyterian Church $600,000 Charlotte, NC, US Renovation Of Children's Education Building And Outreach. 2020
Levine Museum Of The New South $5,000 Charlotte, NC, US Annual Fund 2020
St Andrews School $2,500 Middletown, DE, US Annual Fund 2020
The Good Fellows Club $5,000 Charlotte, NC, US Annual Fund 2020
Union Presbyterian Seminary $5,000 Charlotte, NC, US Annual Fund 2020
Williams College Alumni Fund $2,500 Williamstown, MA, US Alumni Fund 2020
Williams Ymca Of Avery County $5,000 Linville, NC, US Annual Fund 2020
Boy Scouts Of America Council $5,000 Charlotte, NC, US Annual Fund 2018
Levine Museum Of The New South $5,000 Charlotte, NC, US Annual Fund 2018
Lily Pad Haven $5,000 Charlotte, NC, US Annual Fund 2018
St Andrews School $2,500 Middletown, DE, US Annual Fund 2018
The Crossnore School $1,000 Crossnore, NC, US Annual Fund 2018
The Good Fellows Club $5,000 Charlotte, NC, US Annual Fund 2018
Williams College Alumni Fund $2,500 Williamstown, MA, US Alumni Fund 2018
Montreat Fund $5,000 Montreat, NC, US Annual Fund 2018
Sharon Towers $5,000 Charlotte, NC, US Team Christmas Appreciation Fund 2018
Sharon Towers $4,000 Charlotte, NC, US Resident Assistance Fund 2018
Avery County Humane Society Inc $5,000 Newland, NC, US Annual Fund 2018
Charlotte Family Housing $10,000 Charlotte, NC, US Annual Fund 2018
Union Presbyterian Seminary $5,000 Charlotte, NC, US Annual Fund 2018
Teach For America $5,000 Charlotte, NC, US Annual Fund 2018
A Better World $15,000 Charlotte, NC, US Annual Fund 2018
Foundation For The Carolinas $500,000 Charlotte, NC, US Carolina Theatre Project Fund 2018
Boy Scouts Of America Council $5,000 Charlotte, NC, US Annual Fund 2017
St Andrews School $2,500 Middletown, DE, US Annual Fund 2017
The Crossnore School $1,000 Crossnore, NC, US Annual Fund 2017
The First Tee Of Greater Charlotte $10,000 Charlotte, NC, US Annual Fund 2017
Wee Kirk Presbyterian Church $6,000 Linville, NC, US Annual Fund 2017
Williams College Alumni Fund $2,500 Williamstown, MA, US Alumni Fund 2017
Wing Haven Foundation Incorporated $5,000 Charlotte, NC, US Annual Fund 2017
The Good Fellows Club $5,000 Charlotte, NC, US Annual Fund 2017
Levine Museum Of The New South $5,000 Charlotte, NC, US Annual Fund 2017
Queens University Of Charlotte $10,000 Charlotte, NC, US Annual Fund 2017
Center City Church $15,000 Charlotte, NC, US Annual Fund 2017
Lily Pad Haven $1,000 Charlotte, NC, US Annual Fund 2017
American Horticultural Society $1,000 Alexandria, VA, US Annual Fund 2016
Bechtler Museum Of Art $1,000 Charlotte, NC, US Annual Fund 2016
Boy Scouts Of America Council $5,000 Charlotte, NC, US Annual Fund 2016
Chatham Hall $1,000 Chatham, VA, US Annual Fund 2016
Dilworth Center For Chemical Dependency $10,000 Charlotte, NC, US Annual Fund 2016
Foundation For The Carolinas $500,000 Charlotte, NC, US Annual Fund 2016
Good Friends $500 Charlotte, NC, US Annual Fund 2016
Kenan Flagler Business School $10,000 Chapel Hill, NC, US Annual Fund 2016
Linville Foundation $1,000 Linville, NC, US Annual Fund 2016
Myers Park Presbyterian Church $4,000 Charlotte, NC, US Annual Fund 2016
Charlotte Ballet $1,000 Charlotte, NC, US Annual Fund 2016
North Carolina Outward Bound $1,000 Charlotte, NC, US Annual Fund 2016
Sharon Towers $1,000 Charlotte, NC, US Annual Fund 2016
Southern Environmental Law Center $500 Charlottesville, VA, US Annual Fund 2016
The Crossnore School $1,000 Crossnore, NC, US Annual Fund 2016
Wee Kirk Presbyterian Church $1,000 Linville, NC, US Annual Fund 2016
Williams College Alumni Fund $2,500 Williamstown, MA, US Alumni Fund 2016
Wing Haven Foundation Incorporated $5,000 Charlotte, NC, US Annual Fund 2016
Historic Rosedale Plantation $1,000 Charlotte, NC, US Annual Fund 2016
St Andrews School $2,500 Middletown, DE, US Annual Fund 2016
The First Tee Of Greater Charlotte $5,000 Charlotte, NC, US Annual Fund 2016
University Of Colorado Foundation $5,000 Boulder, CO, US Annual Fund 2016
Trees Charlotte $5,000 Charlotte, NC, US Annual Fund 2016
North Carolina Pottery Center $10,000 Raleigh, NC, US Annual Fund 2016
Union Presbyterian Seminary $5,000 Charlotte, NC, US Annual Fund 2016

Foundations Similar to The Katherine And Thomas Belk Foundation

Discover 5 foundations with comparable assets ($3,074,919-$3,189,531), similar grant patterns, and geographic focus in NC that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 20-2007162 | 52 grants awarded
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$10,000
median grant
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EIN: 39-1888573 | 273 grants awarded
$3,180,571
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$3,000
median grant
Winstonsalem, NC
Same state
99%
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EIN: 87-2269834 | 1 grants awarded
$3,189,531
(≈ Similar)
$3,500
median grant
Huntersville, NC
Same state
99%
Excellent match

EIN: 33-3120797 | 4 grants awarded
$3,074,919
(≈ Similar)
$7,500
median grant
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Contact Information

Official contact details for The Katherine And Thomas Belk Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 56-2220828
Website N/A
Address 2701 COLTSGATE ROAD 102 Charlotte, NC 28211-0000

Key People (6)

Board members, trustees, and key staff who oversee The Katherine And Thomas Belk Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Vice President/director Thomas M Belk Jr
Secretary/director Katherine M Belk
President/director Katherine Belk Morris
Vice President/director Hw Mckay Belk
Treasurer/director John R Belk

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Katherine And Thomas Belk Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.