Civic Intelligence

John M Belk Endowment

990PF • Fiscal year 2017 • EIN 56-1954114

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile

View Organization Page

4201 Congress Street No 470Charlotte, NC 28209

(704) 943-4160

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$309,652,289

Down $6,600,327 (-2.1%) from 2016

Net Assets

Down

$309,548,087

Down $6,698,216 (-2.1%) from 2016

Liabilities

Up

$104,202

Up $97,889 (+1551%) from 2016

Revenue And Expenses

Revenue

Down

$5,074,569

Down $5,002,435 (-50%) from 2016

Expenses

Down

$5,125,899

Down $713,527 (-12%) from 2016

Net Income

Down

-$51,330

Down $4,288,908 (-101%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400M$300M$200M$100M$0Assets 2011: $7,289,869Liabilities 2011: $02011Assets 2012: $195,851,310Liabilities 2012: $1,0832012Assets 2013: $218,031,223Liabilities 2013: $1,4912013Assets 2014: $240,415,018Liabilities 2014: $5,0822014Assets 2015: $311,469,145Liabilities 2015: $6,276Net Assets 2015: $311,462,8692015Assets 2016: $316,252,616Liabilities 2016: $6,313Net Assets 2016: $316,246,3032016Assets 2017: $309,652,289Liabilities 2017: $104,202Net Assets 2017: $309,548,0872017Assets 2017: $329,166,608Liabilities 2017: $6,058Net Assets 2017: $329,160,5502017Assets 2018: $334,531,506Liabilities 2018: $18,772Net Assets 2018: $334,512,7342018Assets 2019: $345,408,406Liabilities 2019: $12,653Net Assets 2019: $345,395,7532019Assets 2020: $344,527,989Liabilities 2020: $4,363Net Assets 2020: $344,523,6262020Assets 2021: $396,941,761Liabilities 2021: $4,132Net Assets 2021: $396,937,6292021Assets 2022: $383,291,233Liabilities 2022: $28,474Net Assets 2022: $383,262,7592022Assets 2023: $362,403,473Liabilities 2023: $14,458Net Assets 2023: $362,389,0152023Assets 2024: $378,973,142Liabilities 2024: $168,560Net Assets 2024: $378,804,5822024

Highlighted filing

2017

Assets$309,652,289
Liabilities$104,202
Net Assets$309,548,087
Open 2017 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0-$100MRevenue 2011: $3,137,276Expenses 2011: $1,392,019Net Income 2011: $1,745,2572011Revenue 2012: $244,123,465Expenses 2012: $2,465,185Net Income 2012: $241,658,2802012Revenue 2013: $26,266,902Expenses 2013: $4,810,757Net Income 2013: $21,456,1452013Revenue 2014: $32,207,223Expenses 2014: $13,787,418Net Income 2014: $18,419,8052014Revenue 2015: $104,981,363Expenses 2015: $38,648,881Net Income 2015: $66,332,4822015Revenue 2016: $10,077,004Expenses 2016: $5,839,426Net Income 2016: $4,237,5782016Revenue 2017: $5,074,569Expenses 2017: $5,125,899Net Income 2017: -$51,3302017Revenue 2017: $19,294,374Expenses 2017: $6,380,127Net Income 2017: $12,914,2472017Revenue 2018: $21,554,431Expenses 2018: $16,202,247Net Income 2018: $5,352,1842018Revenue 2019: $32,362,353Expenses 2019: $21,582,069Net Income 2019: $10,780,2842019Revenue 2020: $19,824,991Expenses 2020: $20,697,118Net Income 2020: -$872,1272020Revenue 2021: $76,034,654Expenses 2021: $23,620,651Net Income 2021: $52,414,0032021Revenue 2022: $11,349,973Expenses 2022: $25,024,843Net Income 2022: -$13,674,8702022Revenue 2023: $2,550,432Expenses 2023: $23,424,176Net Income 2023: -$20,873,7442023Revenue 2024: $39,544,209Expenses 2024: $23,144,997Net Income 2024: $16,399,2122024

Highlighted filing

2017

Revenue$5,074,569
Expenses$5,125,899
Net Income-$51,330
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTEN TESKEYExec. Dir./Asst. Sec.FT$233,235$13,191$246,426
JEFFREY ALLIGOODDirector Of Fin.&Oper./Asst. TFT$43,077$5,551$48,628
MARY CLAUDIA BELK PILONBoard ChairPT$0--
GEORGE DEWEYVice ChairPT$0--
VIRGINIA M ESPOSITOBoard Member/SecretaryPT$0--
BRIAN MARLEYBoard Member/TreasurerPT$0--
ANTHONY ZEISSBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
John M Belk Endowment
EIN
56-1954114
Phone
7049434160
Address
4201 CONGRESS STREET NO 470, CHARLOTTE, NC 28209

Signing Officer

Name
Mary Claudia Belk Pilon
Title
Board Chair
Phone
7049434160
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Dixon Hughes Goodman Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Raw XML AppendixShowing 400 of 574 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1GRANTS MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2EXECUTIVE ASSISTANT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt24201 CONGRESS STREET STE 470
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARY CLAUDIA BELK PILON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GEORGE DEWEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2VIRGINIA M ESPOSITO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BRIAN MARLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ANTHONY ZEISS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5KRISTEN TESKEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JEFFREY ALLIGOOD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2BOARD MEMBER/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3BOARD MEMBER/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5EXEC. DIR./ASST. SEC.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIR. OF FIN.&OPER./ASST. T
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14201 CONGRESS STREET STE 470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24201 CONGRESS STREET STE 470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34201 CONGRESS STREET STE 470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44201 CONGRESS STREET STE 470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt54201 CONGRESS STREET STE 470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt64201 CONGRESS STREET STE 470
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6CHARLOTTE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd228209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd328209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd428209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd528209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd628209
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt013491829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03253285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt037294144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt012836097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03562828
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02346250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.040604
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.010909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.123004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.012636
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.012319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt045942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0331146866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0298232441
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0303195297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0290735649
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0281957406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0190459114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt04518504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.203018
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt04518504
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt04518504
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04201 CONGRESS STREET SUITE 470
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLOTTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028209
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum07049434171
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.JMBENDOWNMENT.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0994680
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41632010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOUNDATION FOR THE CAROLINAS - BELK PLACE

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$309,652,289
Liabilities
$104,202
Net assets
$309,548,087
Revenue
$5,074,569
Expenses
$5,125,899
Net income
-$51,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$379$0.17$379$39.5$23.1$16.4
2023Detailed filing. Detailed filing data is available for this year.$362$0.01$362$2.55$23.4$20.9
2022Detailed filing. Detailed filing data is available for this year.$383$0.03$383$11.3$25.0$13.7
2021Detailed filing. Detailed filing data is available for this year.$397$0.00$397$76.0$23.6$52.4
2020Detailed filing. Detailed filing data is available for this year.$345$0.00$345$19.8$20.7$0.87
2019Detailed filing. Detailed filing data is available for this year.$345$0.01$345$32.4$21.6$10.8
2018Detailed filing. Detailed filing data is available for this year.$335$0.02$335$21.6$16.2$5.35
2017Detailed filing. Detailed filing data is available for this year.$329$0.01$329$19.3$6.38$12.9
2017Detailed filing. Detailed filing data is available for this year.$310$0.10$310$5.07$5.13$0.05
2016Detailed filing. Detailed filing data is available for this year.$316$0.01$316$10.1$5.84$4.24
2015Detailed filing. Detailed filing data is available for this year.$311$0.01$311$105$38.6$66.3
2014Summary only. Only limited summary data is available for this year.$240$0.01$32.2$13.8$18.4
2013Summary only. Only limited summary data is available for this year.$218$0.00$26.3$4.81$21.5
2012Summary only. Only limited summary data is available for this year.$196$0.00$244$2.47$242
2011Summary only. Only limited summary data is available for this year.$7.29$0.00$3.14$1.39$1.75