-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, PMoyo1eUTc2AzSwzzE0oymdstSxVEAjtWsdE5iiar/qtiiq+6HnXJlLKU3V1NNyo XwzvpcA19rcZpP43jiKQNw== 0001209191-09-005890.txt : 20090202 0001209191-09-005890.hdr.sgml : 20090202 20090202172142 ACCESSION NUMBER: 0001209191-09-005890 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090202 FILED AS OF DATE: 20090202 DATE AS OF CHANGE: 20090202 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: BELK INC CENTRAL INDEX KEY: 0001051771 STANDARD INDUSTRIAL CLASSIFICATION: RETAIL-DEPARTMENT STORES [5311] IRS NUMBER: 562058574 FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 2801 WEST TYVOLA ROAD CITY: CHARLOTTE STATE: NC ZIP: 28217-4500 BUSINESS PHONE: 7043571000 MAIL ADDRESS: STREET 1: 2801 WEST TYVOLA ROAD CITY: CHARLOTTE STATE: NC ZIP: 28217-4500 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: MORRIS KATHERINE BELK CENTRAL INDEX KEY: 0001249724 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-26207 FILM NUMBER: 09562244 BUSINESS ADDRESS: BUSINESS PHONE: 7043571000 MAIL ADDRESS: STREET 1: 2801 WEST TYVOLA ROAD CITY: CHARLOTTE STATE: NC ZIP: 28217 4500 4 1 doc4.xml FORM 4 SUBMISSION X0303 4 2009-02-02 0 0001051771 BELK INC NONE 0001249724 MORRIS KATHERINE BELK C/O BELK, INC. 2801 WEST TYVOLA ROAD CHARLOTTE NC 28217-4500 0 0 1 0 Class A Common Stock 884172 D Class A Common Stock 382811 I Trustee GRAT dtd 9/8/04 Class A Common Stock 39063 I Trustee GRAT #1 dtd 5/27/08 Class A Common Stock 39063 I Trustee GRAT #2 dtd 5/27/08 Class A Common Stock 33914 I Spouse Class A Common Stock 178801 I Trustee Class A Common Stock 178801 I Trustee Class A Common Stock 2009-02-02 4 J 0 180126 0.00 A 180126 I Trustee Class A Common Stock 1392714 I Trustee Class A Common Stock 444212 I Milburn Investment Company Class A Common Stock 1221842 I Brothers Investment Company 884,172 shares of Class A common stock are held in Reporting Person's name and/or Katherine Whitner McKay Belk Morris, Trustee U/A dated December 28, 1993, Reporting Person's grantor trust. 382,811 shares of Class A common stock are held by Katherine B. Morris Grantor Retained Annuity Trust dated September 8, 2004. Reporting Person is the Trustee. 39,063 shares of Class A common stock are held by Katherine Belk Morris 2008 Grantor Retained Annuity Trust Number One dated May 27, 2008. Reporting Person is the Trustee. 39,063 shares of Class A common stock are held by Katherine Belk Morris 2008 Grantor Retained Annuity Trust Number Two dated May 27, 2008. Reporting Person is the Trustee. 33,914 shares of Class A common stock are held by Reporting Person's spouse, Charles Walker Morris and/or Charles Walker Morris Revocable Trust dated September 8, 2004, his grantor trust. 178,801 shares of Class A common stock are held by Miss Katherine Belk Morris Irrevocable Trust dated January 10, 2003. Voting and investment power is vested in Katherine Belk Morris and Charles Walker Morris, the Trustees. 178,801 shares are Class A common stock are held by Charles Walker Morris, Jr. Irrevocable Trust dated May 25, 2005. Voting and investment power is vested in Katherine Belk Morris and Charles Walker Morris, the Trustees. 180,126 shares of Class A common stock were received by the Trustees of Rebecca Price Morris Irrevovcable Trust dated January 6, 2009. Voting and investment power is vested in Katherine Belk Morris and Charles Walker Morris, the Trustees. 180,126 shares of Class A common stock are held by Rebecca Price Morris Irrevocable Trust dated January 6, 2009. Voting and investment power is vested in Katherine Belk Morris and Charles Walker Morris, the Trustees. 1,392,714 shares of Class A common stock are held by Katherine McKay Belk Irrevocable Trust dated November 6, 2000. Voting and investment power is shared by Katherine McKay Belk, Thomas M. Belk, Jr., H.W. McKay Belk, John R. Belk and Katherine Belk Morris, the Trustees. 444,212 shares of Class A common stock are held by Milburn Investment Company. Voting and investment power is shared by Katherine McKay Belk, Thomas M. Belk, Jr., H.W. McKay Belk, John R. Belk and Katherine Belk Morris. 1,221,842 shares of Class A common stock are held by Brothers Investment Company, which corporation is equally owned by John M. Belk 1999 Grantor Trust and the heirs of Thomas M. Belk. Voting and investment power is shared by Susan N. Jamison, Katherine Belk Morris and Wachovia Bank National Association, Co-Trustees of the John M. Belk 1999 Grantor Trust and Katherine McKay Belk, Thomas M. Belk, Jr., H.W. McKay Belk, John R. Belk and Katherine Belk Morris, heirs of Thomas M. Belk. Katherine Belk Morris by Betty F. Buchanan, POA 2009-02-02 -----END PRIVACY-ENHANCED MESSAGE-----