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North Carolina · Private foundation

The Katherine and Thomas Belk Foundation Inc

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$680k
Granted FY2023
12
Grants FY2023
12
Organizations funded FY2023
17%
First-time grantees FY2023
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Read this first · the figures below need context

79% of The Katherine and Thomas Belk Foundation Inc’s FY2024 grant dollars went to Foundation For The Carolinas, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 1 organization directly, so a portfolio cannot be read from it. Everything below is therefore FY2023, the last year The Katherine and Thomas Belk Foundation Inc named its own grantees at scale: 9 organizations, $680k. It is dated, not current.

Organizations named directly on the return

9
’17
9
’18
10
’20
10
’21
7
’22
9
’23
1
’24

Amber years are those where most dollars went to a sponsor.

Median grant, FY2023
$7,500
Largest grant, FY2023
$600,000
Organizations funded a year
11 to 15
FY2017 to FY2023
States reached, FY2023
3
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 17% of the organizations The Katherine and Thomas Belk Foundation Inc funded were first-time grantees, receiving 4% of its grant dollars.

New vs renewed · share of each year

In FY2023, 96% of grant dollars renewed an existing relationship; $25k went to new ones.

50%100%’18’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’20’21’22’23
EducationHuman ServicesRecreation & SportsYouth DevelopmentPhilanthropyEnvironmentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY202312$680k17%
FY202211$900k36%
FY202115$680k27%
FY202012$660k33%
FY201814$80k50%
FY201712$68kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Philanthropy$4.7MReligion$3.1MCommunity Improvement$250kEnvironment$115kEducation$87kHuman Services$60kHousing & Shelter$50kArts & Culture$45kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Presbyterian Church USA$3,000,0005n/a
Charlotte Family Housing$40,00040%
Boy Scouts of America Mecklenburg County Council$30,00060%
A Better World Charlotte$30,00034%
Williams YMCA of Avery County$25,00040%
Charlotte Mecklenburg Dream Center Inc$20,0001n/a
Davidson College$20,00030%
The Good Fellows Club Inc$20,00040%
Museum of the New South Inc$20,00040%
Center City Church$15,0001n/a
Show all 21 grantees

What it could do for these grantees

Plus 14 recipients with no EIN on record ($477k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The Katherine and Thomas Belk Foundation Inc supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCharlotte Family Housing: $40,000 over 4y, 0.3% of budgetBoy Scouts of America Mecklenburg County Council: $30,000 over 6y, 0.2% of budgetA Better World Charlotte: $30,000 over 3y, 4.0% of budgetWilliams YMCA of Avery County: $25,000 over 4y, 0.2% of budgetDavidson College: $20,000 over 3y, 0.0% of budgetThe Good Fellows Club Inc: $20,000 over 4y, 0.4% of budgetMuseum of the New South Inc: $20,000 over 4y, 0.3% of budgetTeach for America Inc: $15,000 over 2y, 0.0% of budgetWilliams College: $15,000 over 6y, 0.0% of budgetUnited Way of Greater Charlotte Inc: $10,000 over 1y, 0.0% of budgetGrandfather Mountain Stewardship Foundation Inc: $10,000 over 3y, 0.0% of budgetQueens University of Charlotte: $10,000 over 1y, 0.0% of budgetYouth Golf Foundation of the Carolinas: $10,000 over 1y, 0.7% of budgetLily Pad Haven Inc: $6,000 over 2y, 1.9% of budgetAvery County Humane Society Inc: $5,000 over 1y, 1.1% of budgetWing Haven Foundation Inc DBA Wing Haven Garden & Bird Sanctuary: $5,000 over 1y, 0.8% of budgetAugustine Literacy Project - Charlotte: $5,000 over 1y, 0.4% of budgetCharlotte Rescue Mission Social Enterprise: $5,000 over 1y, 0.5% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 18.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Foundation for the CarolinasNC22.1× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Foundation for the Carolinas · Dowd Foundation Inc · Duke Energy Foundation · Truist Foundation Inc · Albemarle Foundation · United Way of Greater Charlotte Inc · Equitable Foundation Inc · Dalton-Brand Foundation Inc · The Dickson Foundation Inc · The Cannon Foundation Inc · United Way Worldwide · The Bank of America Charitable Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare The Katherine and Thomas Belk Foundation Inc with peer funders

About The Katherine and Thomas Belk Foundation Inc

How much does The Katherine and Thomas Belk Foundation Inc give?
The Katherine and Thomas Belk Foundation Inc reported 12 grants totaling $680,000 in its FY2023 IRS filing. It funded between 11 and 15 organizations a year over FY2017 to FY2023.
What does The Katherine and Thomas Belk Foundation Inc fund?
By grant dollars over FY2017 to FY2024, its largest causes are Philanthropy (55%), Religion (36%), Community Improvement (3%).
Who are The Katherine and Thomas Belk Foundation Inc's largest grantees?
By total granted over FY2017 to FY2024: Presbyterian Church USA ($3.0M), Charlotte Family Housing ($40k), Boy Scouts of America Mecklenburg County Council ($30k).
Does The Katherine and Thomas Belk Foundation Inc fund new organizations?
In FY2023, 17% of the organizations it funded were first-time grantees.
Does The Katherine and Thomas Belk Foundation Inc accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The Katherine and Thomas Belk Foundation Inc?
Its strongest co-funders, measured against what their size predicts, include Foundation for the Carolinas, Dowd Foundation Inc, Duke Energy Foundation.
Where is The Katherine and Thomas Belk Foundation Inc based?
The Katherine and Thomas Belk Foundation Inc is based in NC.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 37 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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