X0202 4 2006-02-10 0 0001051771 BELK INC NONE 0001249724 MORRIS KATHERINE BELK 2801 WEST TYVOLA ROAD CHARLOTTE NC 28217-4500 0 0 1 0 Class A Common Stock 875111 D Class A Common Stock 1221842 I Brothers Investment Company Class A Common Stock 444212 I Milburn Investment Company Class A Common Stock 2006-02-10 4 G 0 701 0.00 A 78758 I Custodian Class A Common Stock 2006-02-10 4 G 0 701 0.00 A 33018 I Spouse Class A Common Stock 173211 I Trustee Class A Common Stock 2006-02-10 4 G 0 14020 0.00 D 2086491 I Trustee Class A Common Stock 421194 I Trustee Class A Common Stock 173211 I Trustee 875,111 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. 1,221,842 shares of Class A common stock are held by Brothers Investment Company, which corporation is equally owned by John M. Belk and the heirs of Thomas M. Belk. Voting and investment power is shared by John M. Belk, Katherine McKay Belk, Thomas M. Belk, Jr., H.W. McKay Belk, John R. Belk and Katherine Belk Morris. 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. 701 shares of Class A common stock were received by Reporting Person as custodian of her minor children. 78,758 shares of Class A common stock are held by Reporting Person as custodian of her minor children. 701 shares of Class A common stock were received by Reporting Person's spouse, Charles Walker Morris, as a gift. 33,018 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. 173,211 shares are Class A common stock are held by Charles Walker Morris, Jr. Irrevocable Trust dated May 25, 2005. Katherine Belk Morris and Charles Walker Morris are the Trustees of said Trust. 14,020 shares of Class A common stock were gifted by the Trustees of Katherine McKay Irrevocable Trust dated November 6, 2000. 2,086,491 shares of Class A common stock are held by Katherine McKay Belk Irrevocable Trust dated November 6, 2000. Voting and investment power is vested in Katherine McKay Belk, Thomas M. Belk, Jr., H.W. McKay Belk, John R. Belk and Katherine Belk Morris, the Trustees. 421,194 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. 173,211 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. Katherine Belk Morris by Betty F. Buchanan, P.A. 2006-02-13