· 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.
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
Amber years are those where most dollars went to a sponsor.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 42% of THE KATHERINE AND THOMAS BELK FOUNDATION INC’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2023
- Under $10k7 grants · $30k
- $10k–50k4 grants · $50k
- $250k+1 grant · $600k
| Recipient | Amount |
|---|---|
| MYERS PARK PRESBYTERIAN CHURCH | $600,000 |
| CHARLOTTE MECKLENBURG DREAM CENTER | $20,000 |
| DAVIDSON COLLEGE | $10,000 |
| GOOD FELLOWS | $10,000 |
| CHARLOTTE FAMILY HOUSING | $10,000 |
| WILLIAMS YMCA OF AVERY COUNTY | $7,500 |
| AUGUSTINE LITERACY PROJECT - CHARLOTTE | $5,000 |
| UNION PRESBYTERIAN SEMINARY | $5,000 |
| BOY SCOUTS OF AMERICA | $5,000 |
| WILLIAMS COLLEGE | $2,500 |
| GRANDFATHER MOUNTAIN STEWARDSHIP FOUNDATION | $2,500 |
| ST ANDREWS SCHOOL | $2,500 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY18–23, $60k) land where the poverty rate runs at 10%, against an area that typically sits at 10%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Where the work is directed
The same grants, placed two ways — where each recipient sits, and where its stated purpose earmarks the money.
About 20% of The Katherine and Thomas Belk Foundation Inc’s grant dollars are earmarked, by their stated purpose, for a different county than the recipient’s own address — money that lands at a nonprofit in one place but is meant to do its work in another. Read by recipient address, 84% of the giving stays in NC; read by stated purpose it is 60% — less of the work is directed home than the recipients' locations suggest.
Recipient view: each grant at its grantee’s ZIP, mapped to a county. Directed view: each grant at the county its stated purpose names, falling back to the recipient’s county when the purpose names no place; US grants only. A county shows only if it carries the top 95% of that view’s dollars. Purposes are read from the foundation’s own 990 grant descriptions.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
16 repeat relationships — 10 still active in FY2023, 6 since wound down; 4 grantees were first funded in FY2023 (too recent to call). Read against FY2023, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2024, 84% of grant dollars renewed an existing relationship; $115k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- CFCharlotte Family Housing4× · 2018–2023 · $40k · revenue +10%
- ABA Better World Charlotte3× · 2018–2021 · $30k · revenue +71%
- WYWILLIAMS YMCA OF AVERY COUNTY4× · 2020–2023 · $25k · revenue +91%
Funded once
- MCMONTREAT CONFERENCE CENTERone grant, 2022 · $250k
- CCCENTER CITY CHURCHone grant, 2017 · $15k
- IGIndividual grant recipientone grant, 2021 · $15k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
To unite the Church to transform the city through the power of the Gospel.
Humane Society of Charlotte mission is to champion the wellbeing of companion animals and strengthen their bond with the people who know, love, and need them.
Provide Charlotte's low-income children and youth with the academic, spiritual, and social development necessary to become Christian leaders determined to restore their communities.
Public/private collaborative to plant trees, raise awareness of the canopy, and educate about tree care.
The charlotte regional realtor (r) association (crra) is a trade association serving members in mecklenburg, iredell and haywood counties. at december 31, 2024, crra had 14,020 members.
The mission of The Charlotte Center is to help our community flourish. We accomplish our mission by bringing people together to explore community life together through the lens of the humanities and civic imagination.
To solicit and receive gifts, grants, bequests and contributions for the support of carolina meadows, inc. in order to enhance or extend its mission, programs, services, and facilities.
Junior achievement is the world's largest organization dedicated to educating private and public school students in grades k-12 about entrepreneurship, workforce readiness, and financial literacy, through experiential, hands-on programs.
To produce volunteer-based theatrical events in the Charlotte, NC region.
The foundation of unc charlotte receives contributions to promote and develop the academic and educational purpose of unc charlotte by providing support for operations, educational programs, and scholarships for the university and its…
The mission of leadership charlotte is to develop and enhance volunteer community leadership by providing a diverse group of emerging and existing leaders with the opportunity to increase their community knowledge, civic network, and…
The specific objectives and purposes of this corporation shall be to assist individuals and communities, particularly those in low-income and socially disadvantaged areas, in the creation, expansion, and improvement of rural and…
For reference, the grantee most central to the portfolio’s shape is Foundation for the Carolinas and the most unlike its peers is A Better World Charlotte. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
21 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 21 of the 37 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds FOUNDATION FOR THE CAROLINAS ↗
- Who funds FIDELITY INVESTMENTS CHARITABLE GIFT FUND ↗
- Who funds Charlotte Family Housing ↗
- Who funds BOY SCOUTS OF AMERICA MECKLENBURG COUNTY COUNCIL ↗
- Who funds A Better World Charlotte ↗
- Who funds WILLIAMS YMCA OF AVERY COUNTY ↗
- Who funds Charlotte Mecklenburg Dream Center Inc ↗
- Who funds Davidson College ↗
- Who funds THE GOOD FELLOWS CLUB INC ↗
- Who funds MUSEUM OF THE NEW SOUTH INC ↗
- Who funds Teach for America Inc ↗
- Who funds Williams College ↗
- Who funds UNITED WAY OF GREATER CHARLOTTE INC ↗
- Who funds GRANDFATHER MOUNTAIN STEWARDSHIP FOUNDATION INC ↗
- Who funds Queens University of Charlotte ↗
- Who funds Youth Golf Foundation of the Carolinas ↗
- Who funds Lily Pad Haven Inc ↗
- Who funds AVERY COUNTY HUMANE SOCIETY INC ↗
- Who funds Wing Haven Foundation Inc DBA Wing Haven Garden & Bird Sanctuary ↗
- Who funds Augustine Literacy Project - Charlotte ↗
- Who funds CHARLOTTE RESCUE MISSION SOCIAL ENTERPRISE ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
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
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization The Katherine and Thomas Belk Foundation Inc funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
- Williams College — 0% of income from government
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.