2024-11-11T13:48:06-06:00 2023-12-31 760488832 McConnell & Jones LLP 6114 Fayetteville Road Suite 101 Durham NC 27713 990PF 2023-01-01 581698610 North Carolina GlaxoSmithKline Foundation Inc NORT 9194832823 410 Blackwell Street Durham NC 27701 Marilyn E Foote-Hudson Executive Director 9194832823 2024-11-11 1 1 Kenneth Gibbs P00238164 9195440555 2024-11-08 2023 2024-10-15 13:58:12Z X 68434707 X 96000 2640912 2372672 2640912 143919 13889071 143919 2880831 2516591 2640912 41000 0 0 41000 771109 0 0 771109 22100 0 0 22100 114318 114318 31914 31914 62664 0 0 62664 7650 0 0 7650 117 0 0 117 79356 0 0 79356 983996 146232 0 1130228 590512 3422749 1574508 146232 0 4552977 1306323 2370359 2640912 597047 784661 784661 62769708 67617107 67617107 0 32939 32939 63366755 68434707 68434707 27956 176 6212674 3380436 80864 175010 6321494 3555622 X 57045261 64879085 57045261 64879085 63366755 68434707 57045261 1306323 6658767 65010351 131266 64879085 Dodge & Cox International P 549880 440726 109154 109154 Doubleline Core Fixed P 299940 355503 -55563 -55563 Doubleline Shiller Enhanced P 199970 216495 -16525 -16525 EuroPacific Growth F3 P 859820 709349 150471 150471 Fidelity MSCI Health Care Index P 95812 98192 -2380 -2380 Fidelity MSCI Technology P 302913 211208 91705 91705 Ishares TR SH Corporate ETF P 550879 571389 -20510 -20510 Lord Abbett - Floating Bank Loans P 3069032 3356164 -287132 -287132 Matthews Pacific Tiger Fund P 499910 601668 -101758 -101758 T. Rowe Price Large Cap P 599910 313052 286858 286858 T. Rowe Price MC Equity P 699910 337606 362304 362304 Vanguard S&P 500 Growth Index P 309598 130002 179596 179596 Vanguard Small Cap Index P 399940 126221 273719 273719 Global X Nasdaq 100 P 3710979 4613940 -902961 -902961 Johnson Core Bond Fund P 299940 322647 -22707 -22707 PGIM Ultra Short P 345833 344534 1299 1299 T. Rowe Price Ultra Short P 881488 876322 5166 5166 Vanguard High Dividend Yield P 213317 120134 93183 93183 143919 -826020 32948 0 32948 0 32948 117531 0 0 0 117531 0 84583 32960 51623 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 https://www.ncgskfoundation.org/ Alicia Penny 9194832140 410 Blackwell Street 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 Marilyn E Foote-Hudson 410 Blackwell St Durham NC 27701 Executive Direc 40.00 0 0 0 Margaret B Dardess 410 Blackwell St Durham NC 27701 Chairperson 0.46 4000 0 0 George B Abercrombie 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 Thomas R Haber 410 Blackwell St Durham NC 27701 Director 0.46 4000 0 0 Adrianna Carter 410 Blackwell St Durham NC 27701 Director 0.46 1000 0 0 John FAV Cecil 410 Blackwell St Durham NC 27701 Director 0.46 1000 0 0 Ran Coble 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 Ann B Goodnight 410 Blackwell St Durham NC 27701 Director 0.46 4000 0 0 Dr Charles Sanders 410 Blackwell St Durham NC 27701 Director 0.46 3000 0 0 S Mark Werner 410 Blackwell St Durham NC 27701 Director 0.46 4000 0 0 Janice M Whitaker 410 Blackwell St Durham NC 27701 Director 0.46 4000 0 0 NONE 0 GlaxoSmithKline Inc 410 Blackwell Street Durham NC 27701 Management Services 729573 Miller Portfolio Advisors 3909 Sunset Ridge Rd Ste 102 Raleigh NC 27607 Investment Manager 114318 0 0 56011121 557203 0 56568324 0 0 56568324 848525 55719799 2785990 2785990 32948 32948 2753042 0 2753042 0 2753042 4552977 0 4552977 2753042 0 0 301089 356303 178716 1027103 1112500 2975711 4552977 0 0 0 2753042 1799935 0 0 4775646 0 0 0 0 0 0 301089 4474557 356303 178716 1027103 1112500 1799935 NC GlaxoSmithKline Foundation Alici 410 Blackwell Street Durham NC 27701 9194832823 https://www.ncgskfoundation.org/ 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 Grant Assistance McREL assists with the Ribbon of Hope grant program. Assistance in the form of data collection and dissemination, to managing inquiries and webinars, to reviewing and recommending proposals, and an annual evaluation of Ribbon of Hope grant program is managed by McREL. 47135 North Carolina Public Health Association 7424 Chapel Hill Road Raleigh NC 27607 Child Health Recognition Awards program honors passionate North Carolina public health professionals for their innovative work improving child health outcomes. The awards highlight local health departments and child health advocates that are nominated for an award by their colleagues. 40000 Center for Child & Family Health 1121 W Chapel Hill Street Suite 100 Durham NC 27701 Planning grant for Resource Parent Curriculum 200000 East Carolina University 2200 S Charles Blvd 1100 Greenville NC 278584353 Growing a Diverse Public Health Workforce for Rural North Carolina through Graduate School Pathways Scholarships and stipends are cornerstones of this collaborative program. A unique relationship between ECU and Fayetteville State University (FSU) has been created to diversify student enrollments into graduate programs in eastern North Carolina. ECU will recruit FSU, University of North Carolina at Pembroke, Elizabeth City State University, NC A&T State University, NC Central University, and Winston-Salem State University students into their graduate programs through the graduate school pathways program. 325000 Kidzu Children's Museum 201 South Estes Dr Chapel Hill NC 27514 Ribbon of Hope Kidzu Children's Museum seeks to expand its STEM programming and workshops so elementary school children can create better understanding and confidence with STEM concepts. The initiative addresses the need to close the digital divide and encourage underrepresented students to enter STEAM fields in the future. 50000 myFUTURENC PO Box 26246 Raleigh NC 27611 Education and Labor Market Alignment This multi-year grant supports myFUTURENC's goal of "2 Million by 2030" that addresses the talent crisis shortage in North Carolina. It is estimated that two-thirds of NC jobs will require education after high school, yet less than half of our citizens have completed that level of education. This grant supports facilitating and engaging business leaders, to identify the "Credentials of Value" needed to build the workforce in the future. 140000 North Carolina Arboretum Society 100 Frederick Law Olmsted Way Asheville NC 28806 STEM Program Expansions The North Carolina Arboretum is expanding three STEM educational programs to all 100 counties in our state. The three science education programs include: Project Explore, Project OWL, and ecoExplore. These programs are designed to provide STEM interactions with park visitors, K-12 teachers, and K-8 students. The goal is to enhance science education opportunities across the state engaging students with hands on activities. 159665 North Carolina Agricultural and Technical State University 1601 E Market Street Greensboro NC 27411 Aggie Commitment is specifically focused on science, technology, engineering and mathematics (STEM) majors with dual admission at participating NC community colleges. The multi-year grant is designed to support 90 STEM students over the life of the grant. 483271 North Carolina Community Colleges Foundation 5016 Mail Service Center Raleigh NC 276997166 Nursing Program Support North Carolina is experiencing a nursing shortage and this program is designed to support nursing programs at six community colleges in rural areas across the state. In many rural areas it is hard to recruit and retain students in nursing programs. This program has several components to address these issues. 330000 North Carolina Central University 1801 Fayetteville Street Durham NC 27707 STEM Education North Carolina Central University (NCCU) is providing enhanced STEM educational opportunities for high school students, scholarships at NCCU, and workshops for middle and high school teachers and community college students with this grant. These programs are designed to address underrepresented students pursuing a career and obtaining a degree in the life sciences sector, specifically Pharmaceutical Sciences at NCCU. 613411 North Carolina Independent Colleges and Universities 530 Blount Street Raleigh NC 27604 Faculty-Student STEM Mentoring North Carolina Independent Colleges and Universities (NCICU) has established a faculty-student STEM mentoring program to support underrepresented students pursuing undergraduate STEM degrees. NCICU is working with 12 institutions to build this mentoring program over three years. Program participants at the twelve institutions are recruited from underrepresented students including women, minorities, first generation and Pell eligible students. 64617 North Carolina Zoological Society 4403 Zoo Parkway Asheboro NC 27205 Building the Capacity for Self-Directed Learning The North Carolina Zoo is enhancing STEM educational opportunities to all Zoo guests. Educational enhancements include a STEM Career Quest, Virtual Tour Guides, Accessible Audio Tours and K-12 STEM EdZOOcation Activities. The STEM Career Quests will allow guests role playing opportunities for five STEM careers at the Zoo. The Virtual Tour Guides will provide 25-30 geolocations inside the Zoo to bring educational signage to life. These virtual guides will be delivered in English and Spanish both with closed captioning options. 270000 University of North Carolina Morehead Planetarium and Science Center 250 E Franklin Street Campus Box 3480 Chapel Hill NC 275993480 Science Festival Expansion "Featuring Underrepresented Talent in Urban and Rural Engagement with Science" (FUTURES) will highlight two-year STEM degrees obtained at North Carolina community colleges. This project is designed to build awareness across the state that North Carolina needs a STEM workforce with associate degrees from community colleges to build the state's economy and be competitive in the future. 150000 The University of North Carolina Foundation Inc System Office 910 Raleigh Road Chapel Hill NC 27515 Equity Fellows Program Equity Fellows provide support to undergraduate students through a variety of activities to help students graduate on time. Research demonstrates Blacks, Hispanics, American Indians and two thirds of economically disadvantaged students don't graduate on time with an undergraduate degree. Equity Fellows are recruited from the existing near-peer college advisors in the College Advising Corps (CAC) after they have served two years with CAC. After two years serving as a CAC advisor, many advisors pursue graduate school. Once Equity Fellows are accepted into the graduate program, they receive a stipend and full tuition at a participating UNC institution. 445000 Western Carolina University 426 Stillwell Cullowhee NC 28723 Summer Intensive Experiences The NC Math Teachers' Circles have expanded and grown across the state. The Circles currently have two components including regular school-year meetings and a Summer Intensive Experience. The Summer Intensive Experiences provide three days of residential mathematical immersions for 50 teachers per session. 54650 Wilkes Community Partnership for Children 915 West Park Dr Suite 107 North Wilkesboro NC 28659 Wilkes Community Partnership For Children proposes to improve kindergarten readiness skills in underserved areas of Wilkes County. The project will address identified skill gaps by equipping 350 families of three- and four-year-old children with essential tools in five areas of development and learning. 50000 3422749 East Carolina University 2200 S Charles Blvd 1100 Greenville NC 278584353 Growing a Diverse Public Health Workforce for Rural North Carolina through Graduate School Pathways Scholarships and stipends are cornerstones of this collaborative program. A unique relationship between ECU and Fayetteville State University (FSU) has been created to diversify student enrollments into graduate programs in eastern North Carolina. ECU will recruit FSU, University of North Carolina at Pembroke, Elizabeth City State University, NC A&T State University, NC Central University, and Winston-Salem State University students into their graduate programs through the graduate school pathways program. 765000 myFUTURENC PO Box 26246 Raleigh NC 27611 Education and Labor Market Alignment This multi-year grant supports myFUTURENC's goal of "2 Million by 2030" that addresses the talent crisis shortage in North Carolina. It is estimated that two-thirds of NC jobs will require education after high school, yet less than half of our citizens have completed that level of education. This grant supports facilitating and engaging business leaders, to identify the "Credentials of Value" needed to build the workforce in the future. 280000 North Carolina Agricultural and Technical State University 1601 E Market Street Greensboro NC 27411 Aggie Commitment is specifically focused on science, technology, engineering and mathematics (STEM) majors with dual admission at participating NC community colleges. The multi-year grant is designed to support 90 STEM students over the life of the grant. 336449 North Carolina Community Colleges Foundation 5016 Mail Service Center Raleigh NC 276997166 Nursing Program Support North Carolina is experiencing a nursing shortage and this program is designed to support nursing programs at six community colleges in rural areas across the state. In many rural areas it is hard to recruit and retain students in nursing programs. This program has several components to address these issues. 330000 North Carolina Central University 1801 Fayetteville Street Durham NC 27707 STEM Education North Carolina Central University (NCCU) is providing enhanced STEM educational opportunities for high school students, scholarships at NCCU, and workshops for middle and high school teachers and community college students with this grant. These programs are designed to address underrepresented students pursuing a career and obtaining a degree in the life sciences sector, specifically Pharmaceutical Sciences at NCCU. 616961 North Carolina Zoological Society 4403 Zoo Parkway Asheboro NC 27205 Building the Capacity for Self-Directed Learning The North Carolina Zoo is enhancing STEM educational opportunities to all Zoo guests. Educational enhancements include a STEM Career Quest, Virtual Tour Guides, Accessible Audio Tours and K-12 STEM EdZOOcation Activities. The STEM Career Quests will allow guests role playing opportunities for five STEM careers at the Zoo. The Virtual Tour Guides will provide 25-30 geolocations inside the Zoo to bring educational signage to life. These virtual guides will be delivered in English and Spanish both with closed captioning options. 203500 University of North Carolina Morehead Planetarium and Science Center 250 E Franklin Street Campus Box 3480 Chapel Hill NC 275993480 Science Festival Expansion "Featuring Underrepresented Talent in Urban and Rural Engagement with Science" (FUTURES) will highlight two-year STEM degrees obtained at North Carolina community colleges. This project is designed to build awareness across the state that North Carolina needs a STEM workforce with associate degrees from community colleges to build the state's economy and be competitive in the future. 150000 The University of North Carolina Foundation Inc System Office 910 Raleigh Road Raleigh NC 27515 Equity Fellows Program Equity Fellows provide support to undergraduate students through a variety of activities to help students graduate on time. Research demonstrates Blacks, Hispanics, American Indians and two thirds of economically disadvantaged students don't graduate on time with an undergraduate degree. Equity Fellows are recruited from the existing near-peer college advisors in the College Advising Corps (CAC) after they have served two years with CAC. After two years serving as a CAC advisor, many advisors pursue graduate school. Once Equity Fellows are accepted into the graduate program, they receive a stipend and full tuition at a participating UNC institution. 440000 Western Carolina University 426 Stillwell Cullowhee NC 28723 Summer Intensive Experiences The NC Math Teachers' Circles have expanded and grown across the state. The Circles currently have two components including regular school-year meetings and a Summer Intensive Experience. The Summer Intensive Experiences provide three days of residential mathematical immersions for 50 teachers per session. 55150 3177060 14 2640912 14 143919 0 2784831 0 2784831 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 96000 X Accounting fees 22100 0 0 22100 Other investments Override AT COST 67617107 67617107 Federal excise tax receivable 32939 32939 Federal Excise Tax 131266 Supplies 6785 0 0 6785 Bank Service Charges 3198 0 0 3198 Contract Services 22697 0 0 22697 Dues & subscriptions 2908 0 0 2908 Information Technology 5208 0 0 5208 Advertising 38560 0 0 38560 Unrealized gains 6658767 Deferred federal excise tax liabilities 80864 175010