2025-11-14T14:38:49-06:00 2024-12-31 061667465 PRAGER METIS CPAS PLLC 10815 SIKES PL STE 100 CHARLOTTE NC 28277 990PF 2024-01-01 562220828 THE KATHERINE AND THOMAS BELK FOUNDATION INC KATH 9802564002 2701 COLTSGATE ROAD 102 CHARLOTTE NC 282113594 KATHERINE BELK MORRIS PRESIDENT 9802564002 2025-11-14 1 1 BRYANT A WHITSITT P00357567 9802564002 2025-11-13 2024 2025-03-06 01:10:19Z X X 0 X X 9145 9145 41414 41414 1254717 1254717 1254717 1305276 1305276 0 0 0 69797 69797 0 93 4 0 14 1 0 69904 69802 0 3403567 3403567 3473471 69802 3403567 -2168195 1235474 62771 5739 2099264 0 0 2167774 0 0 0 0 X 2167774 0 2167774 0 2167774 0 2167774 -2168195 421 0 0 0 K-1: SHORT TERM CAPITAL P 45 45 45 K-1: LONG-TERM CAPITAL P 595 595 595 FIDELITY - S/T COVERED P 4243 4243 4243 FIDELITY - L/T COVERED P 985086 985086 985086 WELLINGTON SELECT - REDEMPTION P 254215 254215 254215 SELECT EQUITY - LIQUIDATION P 10533 10533 10533 1254717 17173 0 17173 0 17173 0 0 0 0 0 4 17177 0 0 0 0 0 0 0 0 0 0 0 1 1 1 NC 1 0 0 0 0 1 N/A ED LAZAR 9802564011 2701 COLTSGATE ROAD STE 102 CHARLOTTE NC 28211 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS M BELK JR 2701 COLTSGATE ROAD STE 102 CHARLOTTE NC 28211 VICE PRESIDENT/DIRECTOR 0.20 0 0 0 KATHERINE M BELK 2701 COLTSGATE ROAD STE 102 CHARLOTTE NC 28211 SECRETARY/DIRECTOR 0.20 0 0 0 KATHERINE BELK MORRIS 2701 COLTSGATE ROAD STE 102 CHARLOTTE NC 28211 PRESIDENT/DIRECTOR 0.50 0 0 0 HW MCKAY BELK 2701 COLTSGATE ROAD STE 102 CHARLOTTE NC 28211 VICE PRESIDENT/DIRECTOR 0.20 0 0 0 JOHN R BELK 2701 COLTSGATE ROAD STE 102 CHARLOTTE NC 28211 TREASURER/DIRECTOR 0.20 0 0 0 EDWARD M LAZAR 2701 COLTSGATE ROAD STE 102 CHARLOTTE NC 28211 ASSISTANT SECRETARY 0.20 0 0 0 NONE 0 NONE 0 0 666369 1471228 0 2137597 0 0 2137597 32064 2105533 105277 105277 17173 17173 88104 0 88104 0 88104 3403567 0 3403567 88104 0 0 298269 869238 893330 1125922 508185 3694944 3403567 0 0 0 88104 3315463 0 0 7010407 0 0 0 0 0 0 298269 6712138 869238 893330 1125922 508185 3315463 KATHERINE M BELK X GOOD FELLOWS 700 PARKWOOD AVE CHARLOTTE NC 28205 N/A PC ANNUAL FUND 10000 MYERS PARK PRESBYTERIAN CHURCH 2501 OXFORD PLACE CHARLOTTE NC 28207 N/A PC ANNUAL FUND 600000 VIA HEALTH PARTNERS 7845 LITTLE AVENUE CHARLOTTE NC 28226 N/A PC ANNUAL FUND 15000 FOUNDATION FOR THE CAROLINAS 220 NORTH TRYON STREET CHARLOTTE NC 28202 N/A PC ANNUAL FUND 1422675 FIDELITY INVESTMENTS CHARITABLE GIFT FUND 245 SUMMER STREET BOSTON MA 02210 N/A PC CHARITABLE FUND 1255892 NATIONAL STEWARDSHIP FOUNDATION LLC 7801 YORK ROAD SUITE 230 TOWSON MD 21204 N/A PC ANNUAL FUND 100000 3403567 0 14 9145 14 41414 01 18 1254717 0 1305276 0 1305276 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 12905 12905 0 CONSULTING FEES 56892 56892 0 MYER'S PARK PRESBYTERIAN CHURCH 2501 OXFORD PLACE CHARLOTTE NC 28207 CASH DONATION 600000 VIA HEALTH PARTNERS 7845 LITTLE AVENUE CHARLOTTE NC 28226 CASH DONATION 15000 THE GOOD FELLOWS 700 PARKWOOD AVE CHARLOTTE NC 28205 CASH DONATION 10000 FOUNDATION FOR THE CAROLINAS 220 N TRYON STREET CHARLOTTE NC 28202 CASH DONATIONS 1422675 FIDELITY INVESTMENTS CHARITABLE GIFT FUND 245 SUMMER STREET BOSTON MA 02210 CASH DONATIONS 1255892 NATIONAL STEWARDSHIP FOUNDATION LLC 7801 YORK ROAD SUITE 230 TOWSON MD 21204 CASH DONATION 10000 AS OF 12/31/2024, ALL ASSETS HELD BY THE KATHERINE AND THOMAS BELK FOUNDATION HAVE EITHER BEEN REDEEMED, LIQUIDATED AND DONATED TO QUALIFIED CHARITABLE ORGANIZATIONS. CTF SELECT LEADERS PORTFOLIO - OTHER DEDUCTIONS 14 1 0 BOOK/TAX TIMING DIFFERENCE 421 TAXES 93 4 0