Belk Foundation
Donations deductibleRevenue
$2.7m
year to 31 May 2025
Expenses
$2.8m
year to 31 May 2025
Total assets
$42.9m
year to 31 May 2025
Net assets
$42.8m
assets less liabilities
Directors and trustees
3
5.1 years on average
Chair observed
≥5 yrs
John R Belk
Left since last filing
0
no seats appear to have opened
Officers and senior staff
2
named in Part VII
Belk Foundation's network
3 people3 organisationsi3 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (3). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
3 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| John R Belk Chair | Chair, Board of Directors | 2020 | 6 yrs |
| James Williams | Treasurer and Secretary, Board of Dir. | 2024 | 2 yrs |
| Thomas M Belk JR | Vice Chair, Board of Directors | 2020 | 6 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Jevelyn D Bonner-Reed | Executive Director (As of 08/2022) | since 2023 |
| Johanna Edens Anderson | Executive Director (Thru 05/2022) | since 2020 |
Pay and hours
year to 31 May 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Jevelyn D Bonner-Reed | Executive Director | 40 | $173k | ||
| John R Belk | Chair, Board of Directors | 10 | $0 | ||
| Thomas M Belk Jr | Vice Chair, Board of Directors | 1 | $0 | ||
| James Williams | Treasurer and Secretary, Board of Dir. | 1 | $0 | ||
| Robert Belk | Member, Board of Directors | 1 | $0 | ||
| Mary Claudia Belk Pilon | Member, Board of Directors | 1 | $0 | ||
| Carmen Concepcion | Member, Board of Directors | 1 | $0 | ||
| Anna Elliott | Member, Board of Directors | 1 | $0 | ||
| Mary Mack | Member, Board of Directors | 1 | $0 | ||
| Katherine B Morris | Member, Board of Directors | 1 | $0 | ||
| Brandy Nelson | Member, Board of Directors | 1 | $0 | ||
| Rebecca Tanner | Member, Board of Directors | 1 | $0 |
About
- Legal name
- Belk Foundation
- EIN
- 270237197
- Address
- 6832 Carnegie Blvd Ste 100, Charlotte, NC, 28211-0034
- State
- North Carolina
- Activity (NTEE)
- T22 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 8 (IRS master file code)
- IRS ruling date
- 1 July 2009
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2025
- IRS Publication 78
- PF (contributions deductible)
Most connected
Longest observed on the filings
≥6years on the filingsJohn R Belk
≥6years on the filingsThomas M Belk JR
≥2years on the filingsJames Williams
Latest return
year to 31 May 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 May 2025. US dollars, as filed.- Total assets
- $42.9m
- Net assets or fund balances
- $42.8m
Filed finances
2 yearsiTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $0 | $2.6m | Deficit $2.6m |
| 2023 | $0 | $2.5m | Deficit $2.5m |
As filed on the IRS Form 990. US dollars.