John M Belk Endowment
Private foundation Charlotte, NC jmbendownment.org Still adding venture funds
John M Belk Endowment reports 5 venture funds, $12M in all; 1 is new since its last report.
Holdings are from its Form 990-PF return for the year ending December 31, 2024, compared with the one for December 31, 2023. That is more than a year ago: it may have added or sold funds since. Foundations file up to ten and a half months after their year ends, and the IRS publishes returns months after that. “Still adding venture funds”: 1 fund on this one was not on the one for December 31, 2023.
The numbers
| Vintage | Venture funds |
|---|---|
| 2021 | 1 |
| 2022 | 1 |
| 2023 | 0 |
| 2024 | 1 |
Updates from John M Belk Endowment
Largest venture holdings
From its Form 990-PF return for the year ending December 31, 2024; “New” is a fund that wasn’t on the return before it.
| Fund, as reported | Manager | Vintage | Year-end value |
|---|---|---|---|
| Bramalea Partners Fund LP Emerging manager | Bramalea Partners, LLC | 2021 | $4.2M |
| Bramalea Partners Fund II, LP New Emerging manager | Bramalea Partners, LLC | 2024 | $2.5M |
| FCA Ventures I LLC | — | — | $2M |
| FCA Health Innovations II (QP), LP Emerging manager | Fca Health Innovations II Management LLC | — | $1.4M |
| Zelda Ventures Fund 1, LP Emerging manager | Zelda Ventures, LLC | 2022 | $385K |
In the app: 1 fund of funds, the firm it pays to manage or advise on its investments. Open John M Belk Endowment in LP Intelligence for every fund it holds and how to reach it, or find the LPs that back firms like yours.
LPs nearby
Within 100 miles, by city: a trip to one can take in the others.
- StepStone Private Venture and Growth Fund
- The Leon Levine Foundation
- StepStone Private Markets
- StepStone Private Equity Strategies Fund
- The Gambrell Foundation
- Syla Foundation
- Donahue Charitable Foundation
- Schott Family Foundation
16 LPs within 100 miles in all: see them on the map.
About this data
Holdings as this foundation lists them on its Form 990-PF (Part II, lines 13 and 15). Amounts are year-end fair market value, or book value where it gives no other, not commitments or returns. As of December 31, 2024; new holdings are those not on its return for the year ending December 31, 2023. Source: IRS Form 990-PF. Funds are linked to a manager by name; a match can be wrong, and the original filing is the record. How Hottub reads its sources.
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