2023-04-12T19:00:45-05:00 2022-05-31 366055558 GRANT THORNTON LLP 1415 VANTAGE PARK DRIVE SUITE 500 CHARLOTTE NC 28203 990PF 2021-06-01 270237197 THE BELK FOUNDATION BELK 7045445444 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 JEVELYN BONNER-REED EXECUTIVE DIRECTOR 7044612792 2023-04-10 1 JEVELYN BONNER-REED XXX-XX-XXXX MICHELE N MELCHIOR P00488037 7046323500 2023-04-08 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 50077086 X X 128 128 367380 698046 4531848 6496450 6496450 121236 66069 0 5020592 7260693 0 172753 34551 0 138202 88727 8873 0 79854 25512 4873 0 20638 55 0 0 0 34539 27239 0 7300 217060 167656 0 49404 579 36000 26704 0 0 32706 6541 0 26165 12267 866 0 11401 25472 73916 0 22289 645091 351798 0 355253 2451199 2451199 3096290 351798 0 2806452 1924302 6908895 0 175779 88098 88098 222332 84913 84913 47127987 49277559 49904075 47526098 49450570 50077086 37 37 37 37 X 0 0 0 0 47526061 49450533 47526061 49450533 47526098 49450570 47526061 1924302 170 49450533 0 49450533 TOTAL FROM PASS THROUGH INVESTMENTS P 1964472 1964472 1964472 PUBLICLY TRADED FUNDS P 10374 10374 10374 CAPITAL GAIN DISTRIBUTIONS P 676930 676930 676930 DISPOSAL OF ALTERNATIVE INVESTMENTS P 3844544 3844544 3844544 DISTRIBUTIONS IN EXCESS OF BASIS P 130 130 130 6496450 6496450 96034 0 96034 0 96034 44557 0 82000 0 126557 X 0 30523 30523 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NC 1 0 0 0 0 1 HTTP://WWW.BELKFOUNDATION.ORG JEVELYN BONNER-REED 7045445444 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHANNA EDENS ANDERSON 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 EXECUTIVE DIRECTOR 40.00 167721 5032 0 KATHERINE B MORRIS 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 MEMBER, BOARD OF DIRECTORS 1.00 0 0 0 JOHN R BELK 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 CHAIR, BOARD OF DIRECTORS 10.00 0 0 0 THOMAS M BELK JR 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 VICE CHAIR, TREASURER 1.00 0 0 0 ANTHONY FOX 6832 CARNEGIE BLVD STE 100 CHARLOTTE NC 28211 SECRETARY, BOARD OF 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2806452 2683796 0 0 122656 0 0 0 0 0 0 0 0 2399079 0 0 0 X AUGUSTINE LITERACY PROJECT - CHARLOTTE 115 W 7TH ST CHARLOTTE NC 28202 NONE PC GENERAL OPERATING SUPPORT FOR ALPS CORE LITERACY INTERVENTION PROGRAM BY HIGHLY TRAINED VOLUNTEER TUTORS SERVING STUDENTS IN HIGH-POVERTY CMS ELEMENTARY SCHOOLS. 50000 BOARD OF CONTROL FOR THE SOUTHERN REGION 592 10TH STREET NW ATLANTA GA 303185776 NONE PC PROGRAM AND CONSULTING SUPPORT FOR THE ONGOING DEVELOPMENT OF PROPOSALS TO TRANSFORM THE NC LICENSURE AND PROFESSIONAL GROWTH SYSTEM. 81650 CHARLOTTE MECKLENBURG SCHOOL 4421 STUART ANDREW BLVD SUITE 100 CHARLOTTE NC 282172556 NONE PC PROGRAM SUPPORT FOR SCHOOL AND DISTRICT LEADERSHIP DEVELOPMENT 14000 CHARLOTTE SPEECH AND HEARING 741 KENILWORTH AVE SUITE 100 CHARLOTTE NC 282043874 NONE PC PROGRAM SUPPORT FOR CLINICIANS TO PROVIDE INDIVIDUALIZED SUPPORT TO STRUGGLING READERS IN K-3RD GRADES TO BUILD VOCABULARY AND LANGUAGE EXPRESSION 35000 CHARLOTTE-MECKLENBURG SCHOOLS 4421 STUART ANDREW BLVD SUITE 100 CHARLOTTE NC 282172556 NONE PC PROGRAM SUPPORT FOR DISTRICT LEADERSHIP COACHING AND PROFESSIONAL DEVELOPMENT 36000 CHARLOTTE-MECKLENBURG SCHOOLS 4421 STUART ANDREW BLVD SUITE 100 CHARLOTTE NC 282172556 NONE PC CAPACITY BUILDING GRANT TO PROVIDE A TECHNOLOGY SOLUTION TO TRACK STUDENT TEACHERS 6500 CMS FOUNDATION 4421 STUART ANDREW BLVD SUITE 100 CHARLOTTE NC 282172556 NONE PC PROGRAM SUPPORT FOR THE CMS TEACHING RESIDENCY PROGRAM WITH THE GOAL OF LICENSING DIVERSE AND NON-TRADITIONAL TEACHERS. 50000 COMMUNITIES IN SCHOOLS OF CHARLOTTE MECKLENBURG INC 601 E 5TH ST SUITE 300 CHARLOTTE NC 282023094 NONE PC PROGRAM SUPPORT TO EXPLORE & PROVIDE PRE-PLANNING OF A COMMUNITY SCHOOL MODEL IN CHARLOTTE-MECKLENBURG SCHOOLS 40000 CROSSNORE 100 DAR DRIVE NEWLAND NC 28657 NONE PC GENERAL OPERATING SUPPORT TO PLACE KIDS IN FOSTER HOMES AND THERAPY SESSIONS FOR AT-RISK YOUTH; A BOARD/COMMITTEE RECOGNITION GRANT. 5000 DIGILEARN DIGITAL LEARNING INSTITUTE 514 DANIELS ST PMB 345 RALEIGH NC 276051317 NONE PC PROGRAM SUPPORT TO CREATE RECOMMENDATIONS FOR MICRO-CREDENTIALS THAT WILL LEAD TO STATE-WIDE SYSTEMIC IMPROVEMENTS IN HOW NC TEACHERS ARE DEVELOPED, RECOGNIZED AND REWARDED. 50000 EDNC PO BOX 1636 RALEIGH NC 27602 NONE PC GENERAL OPERATING SUPPORT FOR EDNC'S INDEPENDENT REPORTING ON CRITICAL ISSUES AFFECTING STUDENTS, EDUCATORS, AND FAMILIES ACROSS THE STATE OF NORTH CAROLINA 30000 FOUNDATION FOR THE CAROLINAS 220 N TRYON ST CHARLOTTE NC 28202 NONE PC GENERAL OPERATING SUPPORT FOR READ CHARLOTTE, A COLLABORATIVE, COMMUNITY-WIDE MOVEMENT DEDICATED TO INCREASING THE % OF THIRD GRADERS READING ON GRADE LEVEL 300000 FOUNDATION FOR THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC 9201 UNIVERSITY CITY BLVD REESE 412 CHARLOTTE NC 28223 NONE PC PROGRAM SUPPORT FOR TEACHER CANDIDATES TO TUTOR K-3RD GRADE CMS STUDENTS IN FOUNDATIONAL READING SKILLS WITH THE SOUND PARTNERS INTERVENTION 138240 HEART MATH TUTORING INC 1100 S MINT ST 107 CHARLOTTE NC 28203 NONE PC GENERAL OPERATING SUPPORT FOR A MATH INTERVENTION PROGRAM THAT PROVIDES CURRICULUM AND ON-SITE SUPPORT FOR VOLUNTEER TUTORS IN TITLE I CMS ELEMENTARY SCHOOLS 60000 HELPS EDUCATION FUND INC 2009 FAIRVIEW RD BOX 6667 RALEIGH NC 27628 NONE PC PROGRAM SUPPORT TO DELIVER TARGETED FLUENCY TUTORING TO CMS ELEMENTARY STUDENTS IN TITLE I SCHOOLS 75000 HELPS EDUCATION FUND INC 2009 FAIRVIEW RD BOX 6667 RALEIGH NC 27628 NONE PC PROGRAM SUPPORT TO DELIVER TARGETED FLUENCY TUTORING TO CMS ELEMENTARY STUDENTS IN TITLE I SCHOOLS 102500 HOPEWAY 1717 SHARON RD W CHARLOTTE NC 28210 NONE PC GENERAL OPERATING SUPPORT FOR NONPROFIT BEHAVIORAL HEALTH AND MENTAL HEALTH TREATMENT FACILITY; A BOARD/COMMITTEE RECOGNITION GRANT. 5000 INTERNATIONAL HOUSE OF METROLINA INC 1817 CENTRAL AVENUE SUITE 215 CHARLOTTE NC 28205 NONE PC PROGRAM SUPPORT FOR THE RISING READERS PROGRAM THAT PROVIDES INTENSE LITERACY SUPPORT OVER THE SUMMER MONTHS TO ENGLISH LEARNER STUDENTS IN PARTNERSHIP WITH CAMP CMS 50000 INTERNATIONAL HOUSE OF METROLINA INC 1817 CENTRAL AVENUE SUITE 215 CHARLOTTE NC 28205 NONE PC CAPACITY BUILDING SUPPORT TO IMPROVE TECHNOLOGY SYSTEMS; A NEXT GENERATION ADVISORY BOARD GRANT 17340 KIPP CHARLOTTE A REGIONAL SCHOOL OF KIPP NORTH CAROLINA 931 WILANN DR CHARLOTTE NC 28215 NONE PC PROGRAM SUPPORT TO EXPLORE THE LAUNCH OF A KIPP NORTH CAROLINA EDUCATOR PREPARATION PROGRAM TO TRAIN AND LICENSE TEACHERS 50000 LATINX EDUCATION CENTER 205 PEABODY HALL CB 3500 CHAPEL HILL NC 275990001 NONE PC PROGRAM SUPPORT FOR THE LATINX LEADERSHIP PIPELINES AND PRACTICES INITIATIVE TO SUPPORT SCHOOL LEADERS 50000 MYFUTURENC INC 301 NORTH WILMINGTON ST RALEIGH NC 27601 NONE PC GENERAL OPERATING SUPPORT TO ENSURE 2 MILLION NORTH CAROLINIANS HAVE A HIGH-QUALITY CREDENTIAL OR POSTSECONDARY DEGREE BY 2030 25000 NATIONAL BLACK CHILD DEVELOPMENT INSTITUTE - CHARLOTTE 7209 EAST WT HARRIS BLVD SUITE J 276 CHARLOTTE NC 28227 NONE PC PROGRAM SUPPORT TO IMPROVE LITERACY SKILLS IN ELEMENTARY SCHOOLS THROUGH ACTIVE READING TRAINING AND FAMILY EMPOWERMENT 55000 NATIONAL BLACK CHILD DEVELOPMENT INSTITUTE-CHARLOTTE 7209 EAST WT HARRIS BLVD SUITE J 276 CHARLOTTE NC 28227 NONE PC CAPACITY BUILDING GRANT FOR MODERN AND SECURE TECHNOLOGY NEEDS; A NEXT GENERATION ADVISORY GRANT 11660 NATIONAL COUNCIL ON TEACHER QUALITY 1032 15TH STREET NW 242 WASHINGTON DC 20005 NONE PC PROGRAM SUPPORT FOR ILLUMINATING NEW DATA TO IMPROVE TEACHER PREPARATION AND LITERACY OUTCOMES 50000 NC ALLIANCE FOR SCHOOL LEADERSHIP DEVELOPMENT PO BOX 28148 RALEIGH NC 27611 NONE PC PROGRAM SUPPORT FOR THE ASSISTANT PRINCIPAL LEADERSHIP ACCELERATOR PROGRAM 78000 NORTH CAROLINA BUSINESS LEADERS FOR EDUCATION 940 NW CARY PARKWAY SUITE 121 CARY NC 27513 NONE PC CAPACITY BUILDING GRANT TO ENHANCE FUNDRAISING AND MEMBERSHIP STRATEGY TO ATTRACT THE "NEXT GENERATION" BUSINESS LEADERS; A NEXT GENERATION ADVISORY BOARD GRANT 6000 NORTH CAROLINA BUSINESS LEADERS FOR EDUCATION BEST NC 940 NW CARY PARKWAY SUITE 121 CARY NC 27513 NONE PC GENERAL OPERATING SUPPORT OF FOR BEST NC, A NONPROFIT, NON-PARTISAN COALITION OF BUSINESS LEADERS COMMITTED TO TRANSFORMING NORTH CAROLINA EDUCATION THROUGH STATE POLICY AND ADVOCACY 35000 NORTH CAROLINA CENTER FOR NONPROFITS PO BOX 98475 RALEIGH NC 27624 NONE PC GENERAL OPERATING SUPPORT OF THEIR MISSION TO EDUCATE, CONNECT, AND ADVOCATE FOR NORTH CAROLINA NONPROFITS 2500 NORTH CAROLINA STATE UNIVERSITY ADMIN SERVICES III SUITE 240 2601 WOLF VILLAGE WAY RALEIGH NC 276957514 NONE PC PROGRAM SUPPORT TO STUDY EARLY EDUCATION KNOWLEDGE AND PRACTICE OF ELEMENTARY PRINCIPALS IN NORTH CAROLINA 75000 NORTH CAROLINA STATE UNIVERSITY ADMIN SERVICES III SUITE 240 2601 WOLF VILLAGE WAY RALEIGH NC 276957514 NONE PC PROGRAM SUPPORT TO ENHANCE PRE-K-3RD GRADE PRINCIPAL PRACTICE IN NORTH CAROLINA 75000 NORTH CAROLINA STATE UNIVERSITY ADMIN SERVICES III SUITE 240 2601 WOLF VILLAGE WAY RALEIGH NC 276957514 NONE PC PROGRAM SUPPORT FOR ADVANCING EDUCATIONAL OPPORTUNITY IN CHARLOTTE-MECKLENBURGS LOWEST-PERFORMING SCHOOLS THROUGH TEACHER RECRUITMENT, DEVELOPMENT, AND RETENTION 25000 OURBRIDGE 3925 WILLARD FARROW DRIVE CHARLOTTE NC 28215 NONE PC GENERAL OPERATING SUPPORT FOR AN AFTERSCHOOL PROGRAM WITH A FOCUS ON LITERACY FOR IMMIGRANT AND REFUGEE CHILDREN FROM TITLE I CMS SCHOOLS 35000 PROFOUND GENTLEMEN 2701C FREEDOM DRIVE CHARLOTTE NC 28208 NONE PC GENERAL OPERATING SUPPORT TO PROMOTE RETENTION OF MALE EDUCATORS OF COLOR IN NORTH CAROLINA THROUGH PROFESSIONAL DEVELOPMENT, LEADERSHIP AND MENTORSHIP MODELS 124834 PROFOUND LADIES INC 5821 WYNMORE ROAD RALEIGH NC 27610 NONE PC PROGRAM SUPPORT TO MITIGATE TEACHER ATTRITION, HOLISTIC TRAINING AND SUPPORT FOR NORTH CAROLINA BASED TEACHERS OF COLOR 25000 PUBLIC SCHOOL FORUM 3725 NATIONAL DRIVE NO 101 RALEIGH NC 27612 NONE PC PROGRAM SUPPORT TO CREATE ACTIONABLE & SUSTAINABLE MODELS FOR RECRUITING AND RETAINING A DIVERSE TEACHER WORKFORCE 52609 QUEENS UNIVERSITY 1900 SELWYN AVENUE CHARLOTTE NC 28274 NONE PC PROGRAM SUPPORT FOR QUEENS SCHOOL OF EXECUTIVE LEADERSHIP ACADEMY (SELA), A PROGRAM THAT PREPARES NEW SCHOOL LEADERS AND PRINCIPALS THROUGH A PARTNERSHIP WITH QUEENS' MCCOLL SCHOOL OF BUSINESS, CATO COLLEGE OF EDUCATION AND CMS 35000 TEACH FOR AMERICA INC PO BOX 11649 CHARLOTTE NC 28220 NONE PC GENERAL OPERATING SUPPORT TO SUPPORT EARLY TEACHERS AND ALUMNI WORKING IN CMS, THROUGH PROFESSIONAL DEVELOPMENT AND TRAINING, IMPACTING THOUSANDS OF CMS STUDENTS IN UNDER-RESOURCED COMMUNITIES 100000 THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL CB 1350 104 AIRPORT DRIVE SUITE 2200 CHAPEL HILL NC 275991350 NONE PC PROGRAM SUPPORT TO STUDY STUDENT ROSTERING PRACTICES STATEWIDE AND OFFER SOLUTIONS TO INCREASE STUDENTS EQUITABLE ACCESS TO HIGHLY EFFECTIVE TEACHERS 96245 THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL CB 1350 104 AIRPORT DRIVE SUITE 2200 CHAPEL HILL NC 275991350 NONE PC PROGRAM SUPPORT FOR COMPARATIVE RESEARCH OF THE CMS AND NC TEACHER WORKFORCES, INCLUDING PREPARATION, EFFECTIVENESS AND RETENTION OF EXCELLENT TEACHERS 34121 THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL CB 1350 104 AIRPORT DRIVE SUITE 2200 CHAPEL HILL NC 275991350 NONE PC PROGRAM SUPPORT TO DO A DEEP DIVE INTO THE LITERACY STANDARDS, PROGRAMS AND PRACTICES OF ALL UNC SYSTEM EDUCATOR PREPARATION PROGRAMS 24000 TNTP 500 SEVENTH AVENUE 8TH FLOOR NEW YORK NY 10018 NEW YORK NY 10018 NONE PC PROGRAM SUPPORT FOR THE NORTH CAROLINA EARLY LITERACY COLLABORATIVE TO IMPROVE PK-3RD GRADE READING PROFICIENCY THROUGH DISTRICT CAPACITY BUILDING AND COLLABORATION 100000 URBANPROMISE CHARLOTTE 6210 OLD PINEVILLE RD CHARLOTTE NC 28217 NONE PC PROGRAM SUPPORT FOR A YEAR-ROUND PROGRAM FOR LOW-INCOME STUDENTS THAT PROVIDES OUT-OF-SCHOOL-TIME ACADEMIC AND SPIRITUAL DEVELOPMENT 65000 YMCA 400 E MOREHEAD ST CHARLOTTE NC 28202 NONE PC PROGRAM SUPPORT FOR THE Y READERS SUMMER PROGRAM PREVENTING SUMMER LEARNING LOSS FOR STUDENTS AT TITLE I CMS SCHOOL SITES 75000 2451199 AUGUSTINE LITERACY PROJECT - CHARLOTTE 115 W 7TH ST CHARLOTTE NC 28202 NONE PC GENERAL OPERATING SUPPORT FOR ALPS CORE LITERACY INTERVENTION PROGRAM BY HIGHLY TRAINED VOLUNTEER TUTORS SERVING STUDENTS IN HIGH-POVERTY CMS ELEMENTARY SCHOOLS. 50000 CHARLOTTE SPEECH AND HEARING 741 KENILWORTH AVE SUITE 100 CHARLOTTE NC 282043874 NONE PC PROGRAM SUPPORT FOR CLINICIANS TO PROVIDE INDIVIDUALIZED SUPPORT TO STRUGGLING READERS IN K-3RD GRADES TO BUILD VOCABULARY AND LANGUAGE EXPRESSION 17500 CMS FOUNDATION 4421 STUART ANDREW BLVD SUITE 100 CHARLOTTE NC 282172556 NONE PC PROGRAM SUPPORT FOR THE CMS TEACHING RESIDENCY PROGRAM WITH THE GOAL OF LICENSING DIVERSE AND NON-TRADITIONAL TEACHERS. 75000 HELPS EDUCATION FUND INC 2009 FAIRVIEW RD BOX 6667 RALEIGH NC 27628 NONE PC PROGRAM SUPPORT TO DELIVER TARGETED FLUENCY TUTORING TO CMS ELEMENTARY STUDENTS IN TITLE I SCHOOLS 100000 INTERNATIONAL HOUSE OF METROLINA INC 1817 CENTRAL AVENUE SUITE 215 CHARLOTTE NC 28205 NONE PC PROGRAM SUPPORT FOR THE RISING READERS PROGRAM THAT PROVIDES INTENSE LITERACY SUPPORT OVER THE SUMMER MONTHS TO ENGLISH LEARNER STUDENTS IN PARTNERSHIP WITH CAMP CMS 50000 MYFUTURENC INC 301 NORTH WILMINGTON ST RALEIGH NC 27601 NONE PC GENERAL OPERATING SUPPORT TO ENSURE 2 MILLION NORTH CAROLINIANS HAVE A HIGH-QUALITY CREDENTIAL OR POSTSECONDARY DEGREE BY 2030 25000 NC ALLIANCE FOR SCHOOL LEADERSHIP DEVELOPMENT PO BOX 28148 RALEIGH NC 27611 NONE PC PROGRAM SUPPORT FOR THE ASSISTANT PRINCIPAL LEADERSHIP ACCELERATOR PROGRAM 15000 NORTH CAROLINA STATE UNIVERSITY ADMIN SERVICES III SUITE 240 2601 WOLF VILLAGE WAY RALEIGH NC 276957514 NONE PC PROGRAM SUPPORT FOR ADVANCING EDUCATIONAL OPPORTUNITY IN CHARLOTTE-MECKLENBURGS LOWEST-PERFORMING SCHOOLS THROUGH TEACHER RECRUITMENT, DEVELOPMENT, AND RETENTION 220564 PUBLIC SCHOOL FORUM 3725 NATIONAL DRIVE NO 101 RALEIGH NC 27612 NONE PC PROGRAM SUPPORT TO CREATE ACTIONABLE & SUSTAINABLE MODELS FOR RECRUITING AND RETAINING A DIVERSE TEACHER WORKFORCE 107927 TEACH FOR AMERICA INC PO BOX 11649 CHARLOTTE NC 28220 NONE PC GENERAL OPERATING SUPPORT TO SUPPORT EARLY TEACHERS AND ALUMNI WORKING IN CMS, THROUGH PROFESSIONAL DEVELOPMENT AND TRAINING, IMPACTING THOUSANDS OF CMS STUDENTS IN UNDER-RESOURCED COMMUNITIES 100000 YMCA 400 E MOREHEAD ST CHARLOTTE NC 28202 NONE PC PROGRAM SUPPORT FOR THE Y READERS SUMMER PROGRAM PREVENTING SUMMER LEARNING LOSS FOR STUDENTS AT TITLE I CMS SCHOOL SITES 75000 835991 14 367509 523000 259 14 120976 18 4531848 259 5020333 0 5020592 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 34539 27239 0 7300 NONE 0 ETF VENTURE FUND II, LP AT COST 847258 210436 LOGAN LENDER, LP AT COST 1665629 1665629 SLG LAND INVESTMENTS II, LP AT COST 3000000 0 WIMBLEDON FINANCING SERIES, LTD AT COST 2000000 0 MUTUAL FUNDS AT COST 18991985 21529212 BAXTER STREET OFFSHORE FUND LTD AT COST 2300000 2693876 PALESTRA CAPITAL OFFSHORE FUND LTD AT COST 1400000 1256856 LONE CASCADE LP AT COST 2000000 1742252 NUT TREE AT COST 1000000 1361763 SEG PARTNERS OFFSHORE LTD AT COST 1250000 2394715 VARDE CREDIT PARTNERS OFFSHORE AT COST 1000000 1297305 WELLINGTON EMERGING MARKETS LCL E AT 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