2024-11-12T08:12:24-06:00 2022-12-31 760488832 McConnell & Jones LLP 6114 Fayetteville Road Suite 101 Durham NC 27713 990PF 2022-01-01 581698610 North Carolina GlaxoSmithKline Foundation Inc NORT 9194832823 410 Blackwell Street Durham NC 27701 Marilyn E Foote-Hudson Executive Director 9194832823 2024-11-12 1 1 Kenneth Gibbs P00238164 9195440555 2024-11-12 2022 2024-10-15 13:58:12Z X X 63366755 X 129326 3201285 2807477 3201285 1340276 13505844 1340276 4670887 4147753 3201285 43000 0 0 43000 741627 0 0 741627 27020 0 0 27020 120184 120184 0 0 29841 29841 46010 0 0 46010 3898 0 0 3898 213550 0 0 213550 1195289 150025 0 1104946 2751943 2822610 3947232 150025 0 3927556 723655 3997728 3201285 520087 597047 597047 82315970 62769708 62769708 113163 0 0 82949220 63366755 63366755 27956 6283341 6212674 489531 80864 6772872 6321494 X 76176348 57045261 76176348 57045261 82949220 63366755 76176348 723655 217548 77117551 20072290 57045261 Europacific Growth 3 P 449940 344495 105445 105445 Dodge & Cox International P 399970 340667 59303 59303 T. Rowe Price MC Equity P 249970 75191 174779 174779 Matthews Pacific Tiger Fund P 699940 812143 -112203 -112203 Vanguard Small Cap P 1449880 426339 1023541 1023541 Vanguard S&P 500 Growth Index P 425166 206352 218814 218814 American New World F3 P 599940 542118 57822 57822 ARK Innovation ETF P 1488441 1726198 -237757 -237757 Pimco Enhanced Short Maturity Strategy P 3119923 3185096 -65173 -65173 Ishares TR SH Corporate ETF P 1954877 2066650 -111773 -111773 Goldman Sachs Income Builder P 150000 135861 14139 14139 TIAA-CREF Real Estate P 124940 102406 22534 22534 Lord Abbett Floating P 699940 752199 -52259 -52259 Vanguard Real Estate - Admiral P 124940 107753 17187 17187 Cohen & Steers Preferred Securities Income P 499940 519881 -19941 -19941 Doubeline Core Fixed P 499940 527270 -27330 -27330 Vanguard Whitehall FDS High Div P 568097 294949 273148 273148 1340276 -76382 55568 0 55568 0 55568 23926 0 0 0 23926 1207 32849 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 http://www.us-gsk.com/html/community/ Melinda Harris 9194832823 410 Blackwell St Durham NC 27701 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Robert A Ingram 410 Blackwell St Durham NC 27701 Chairman 0.46 3000 0 0 S Mark Werner 410 Blackwell St Durham NC 27701 Director 0.46 4000 0 0 Ann B Goodnight 410 Blackwell St Durham NC 27701 Director 0.46 4000 0 0 Margaret B Dardess 410 Blackwell St Durham NC 27701 Director 0.46 4000 0 0 Shirley T Frye 410 Blackwell St Durham NC 27701 Director 0.46 4000 0 0 Thomas R Haber 410 Blackwell St Durham NC 27701 Director 0.46 4000 0 0 Paul A Holcombe Jr 410 Blackwell St Durham NC 27701 Secretary 0.46 4000 0 0 Dr Charles Sanders 410 Blackwell St Durham NC 27701 Director 0.46 3000 0 0 John FAV Cecil 410 Blackwell St Durham NC 27701 Director 0.46 1000 0 0 Janice M Whitaker 410 Blackwell St Durham NC 27701 Director 0.46 4000 0 0 Marilyn E Foote-Hudson 410 Blackwell St Durham NC 27701 Executive Direc 40.00 0 0 0 George B Abercrombie 410 Blackwell St Durham NC 27701 Director 0.46 4000 0 0 Ran Coble 410 Blackwell St Durham NC 27701 Director 0.46 4000 0 0 NONE 0 GlaxoSmithKline Inc 410 Blackwell Street Durham NC 27701 Management Services 700104 Miller Portfolio Advisors 3909 Sunset Ridge Rd Ste 102 Raleigh NC 27607 Investment Manager 120184 0 0 57767091 519696 0 58286787 0 0 58286787 874302 57412485 2870624 2870624 55568 55568 2815056 0 2815056 0 2815056 3927556 0 3927556 2815056 0 0 750810 301089 356303 178716 1027103 2614021 3927556 0 0 0 2815056 1112500 0 0 3726521 0 0 0 0 0 0 750810 2975711 301089 356303 178716 1027103 1112500 NC GlaxoSmithKline Foundation Melin Five Moore Drive PO Box 13398 RTP NC 27709 9194832823 http://www.us-gsk.com/html/community/community-grants-foundation.html Tax Exempt Documentation, Executive Summary, Narrative Section, Budget Section Instructional Information & Financial Data. January 1, April 1, July 1, October 1 Foundation grants only to non-profit, charitable organizations & institutions exempt under section 501(c)(3). McREL 4601 DTC Boulevard Suite 500 Denver CO 80237 PC Funding to continue providing assistance in the implementation and evaluation of the Ribbon of Hope Program, from April 2022 to March 2023. 41943 North Carolina Public Health Association 222 N Pearson Street Suite 208 Raleigh NC 27601 NC Funding for Child Health Awards 40000 The Center for Inquiry Based Learning Inc 913 Ramseur St Durham NC 27701 PC To provide funding to establish the Increasing Science, Teaching, and Learning (INSTAL) project by providing science material kits to two Martin County middle schools. 25000 East Carolina University Foundation Inc 2200 S Charles Blvd 1100 Greenville NC 27858 PC to support "Growing a Diverse Public Health Workforce for Rural North Carolina through Graduate School Pathways." 225000 UNC Chapel Hill Campus Box 2200 Chapel Hill NC 27599 NC To support the Equity Fellows program, designed to address issues of disadvantaged students who don't graduate on time with an undergraduate degree and the drop-out issue of these students. 445000 Blue Ridge Parkway Foundation 717 Marshall St SW Winston Salem NC 27101 PC To enhance Kids in Parks: The Science of Nature initiatives by promoting existing public trails with trailhead kiosks. 100000 myFUTURENC Inc PO Box 26246 Raleigh NC 27611 PC grant to implement the Education and Labor Market Alignment initiative. 140000 NC Aboretum Society 100 Frederick Law Olmstead Way Asheville NC 28806 PC Grant to expand the Arboretum's successful youth educational STEM programs 248650 NC Community Colleges Foundation Inc 200 West Jones St Raleigh NC 27603 NC Grant to support rural college nursing education. 670000 NC Independent Colleges Foundation Inc 530 Blount St Raleigh NC 27604 NC To provide funding to support the launch of a new Faculty-Student STEM mentoring program. 67617 NC Zoological Society Inc 4403 Zoo Parkway Asheboro NC 27205 NC Building Capacity for self-directed learning at the NC Zoo. 526500 UNC Chapel Hill Campus Box 2200 Chapel Hill NC 27599 PC Grant to provide funding to create Pathways to STEM Success program. 104000 UNC Morehead Planetarium and Science Center 250 E Franklin St Chapel Hill NC 27599 NC Grant to support a Science Festival expansion project, "Featuring Underrepresented Talent in Urban and Rural Engagement with Science" (FUTURES), to highlight two-year STEM degrees obtained at North Carolina community colleges. 150000 Western Carolina University 426 Stillwell Cullowhee NC 28723 PC To support the expansion of the Summer Intensive Experiences in mathematics for K-12 teachers from across the state. 38900 2822610 East Carolina University Foundation Inc 2200 S Charles Blvd 1100 Greenville NC 27858 PC to support "Growing a Diverse Public Health Workforce for Rural North Carolina through Graduate School Pathways." 1090000 UNC Chapel Hill Campus Box 2200 Chapel Hill NC 27599 NC To support the Equity Fellows program, designed to address issues of disadvantaged students who don't graduate on time with an undergraduate degree and the drop-out issue of these students. 885000 myFUTURENC Inc PO Box 26246 Raleigh NC 27611 PC grant to implement the Education and Labor Market Alignment initiative. 420000 NC Aboretum Society 100 Frederick Law Olmstead Way Asheville NC 28806 PC Grant to expand the Arboretum's successful youth educational STEM programs 159665 NC Central University 1801 Fayetteville St Durham NC 27707 NC To providew summer immersion experience to enhance STEM learning and increase exposure to STEM careers. 1230372 NC Community Colleges Foundation Inc 200 West Jones St Raleigh NC 27603 NC Grant to support rural college nursing education. 660000 NC Independent Colleges Foundation Inc 530 Blount St Raleigh NC 27604 NC To provide funding to support the launch of a new Faculty-Student STEM mentoring program. 64617 NC Zoological Society Inc 4403 Zoo Parkway Asheboro NC 27205 NC Building Capacity for self-directed learning at the NC Zoo. 473500 UNC Morehead Planetarium and Science Center 250 E Franklin St Chapel Hill NC 27599 NC To support the expansion of the Summer Intensive Experiences in mathematics for K-12 teachers from across the state. 300000 Western Carolina University 426 Stillwell Cullowhee NC 27823 PC To support the expansion of the Summer Intensive Experiences in mathematics for K-12 teachers from across the state. 109800 5392954 14 3201285 14 1340276 0 4541561 0 4541561 4 Earnings from investments fund the grants made by the Foundation 8 Gains from sale of investments fund the grants made by the Foundation 0 0 0 0 0 0 0 0 0 0 X X 1 GlaxoSmithKline Corporation 410 Blackwell Street Durham NC 27701 129326 X Accounting fees 27020 0 0 27020 Other investments Override AT COST 62769708 62769708 Federal excise tax 113163 0 0 Unrealized losses 20072290 Supplies 17745 0 0 17745 Bank Service Charges 3408 0 0 3408 Contract Services 18751 0 0 18751 Dues & subscriptions 5404 0 0 5404 Information Technology 105192 0 0 105192 Advertising 63050 0 0 63050 Federal Excise Tax 217548 Deferred federal excise tax liabilities 489531 80864 Investment fees 120184 120184 0 0