X0306 4 2013-05-31 0 0001051771 BELK INC NONE 0001222730 BELK H W MCKAY C/O BELK, INC. 2801 WEST TYVOLA ROAD CHARLOTTE NC 28217-4500 1 0 1 0 Class A Common Stock 233104 D Class A Common Stock 159721 I Trustee GRAT #1 Class A Common Stock 90398 I Trustee GRAT #2 Class A Common Stock 1977 I Spouse Class A Common Stock 25311 I Custodian Class A Common Stock 142292 I Trustee Class A Common Stock 142292 I Trustee Class A Common Stock 142292 I Trustee Class A Common Stock 537517 I Trustee Class A Common Stock 149527 I Tres Casas Lodging, LLC Class A Common Stock 1221842 I Brothers Investment Company Class A Common Stock 444212 I Milburn Investment Company Class B Common Stock 2013-05-31 4 A 0 2200 0.00 A 2200 D 233,104 shares of Class A common stock are held in Reporting Person's name and/or H.W. McKay Belk, Trustee U/A dated 11/21/07, Reporting Person's grantor trust. 159,721 shares of Class A common stock are held by H.W. McKay Belk Grantor Retained Annuity Trust dated June 16, 2006. Reporting Person is the Trustee. 90,398 shares of Class A common stock are held by H.W. McKay Belk 2010 Grantor Retained Annuity Trust. Reporting Person is the Trustee. 1,977 shares of Class A common stock are held by Reporting Person's spouse, Nina F. Belk. 25,311 shares of Class A common stock are held by Reporting Person as custodian of his minor children. 142,292 shares of Class A common stock are held by Katherine Whitner Belk Irrevocable Trust dated April 9, 2008. Voting and investment power is shared by Katherine Whitner Belk, Nina Ferguson Belk and H.W. McKay Belk, the Trustees. 142,292 shares of Class A common stock are held by Nina Cabell Belk Irrevocable Trust dated April 4, 2008. Voting and investment power is shared by Nina Cabell Belk, Nina Ferguson Belk and H.W. McKay Belk, the Trustees. 142,292 shares of Class A common stock are held by The Hamilton Witherspoon McKay Belk, Jr. Irrevocable Trust dated October 22, 2010. Voting and investment power is shared by H.W. McKay Belk, Jr., Nina Ferguson Belk and H.W. McKay Belk, the Trustees. 537,517 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. 149,527 shares of Class A common stock were received and are held by Tres Casas Lodging, LLC. Voting and investment power is shared by Reporting Person and Nina F. Belk, his spouse. 1,221,842 shares of Class A common stock are held by Brothers Investment Company, which corporation is equally owned by John M. Belk QTIP GST Non-Exempt Marital Trust, Wells Fargo Bank, N.A., Susan N. Jamison and Katherine B. Morris, Co-Trustees ("John M. Belk QTIP GST Non-Exempt Marital Trust") and the heirs of Thomas M. Belk. The co-trustees of John M. Belk QTIP GST Non-Exempt Marital 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, share voting and investment power. 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. 2,200 shares of Class B common stock were awarded to Reporting Person as a grant to directors of Belk, Inc. 2,200 shares of Class B common stock are held in Reporting Person's name and/or H.W. McKay Belk, Trustee U/A dated 11/21/07, Reporting Person's grantor trust. H.W. McKay Belk by Betty F. Buchanan, POA 2013-06-04