2025-10-24T08:50:59-05:00 2024-12-31 561965804 THOMAS JUDY & TUCKER PA 4700 FALLS OF NEUSE ROAD STE 400 RALEIGH NC 27609 990PF 2024-01-01 581698610 NORTH CAROLINA GLAXOSMITHKLINE FOUNDATION INC NORT 9194832140 410 BLACKWELL STREET DURHAM NC 27701 MELISSA CHAPPELL EXECUTIVE DIRECTOR 9194832140 2025-10-24 1 0 CAMERON FLOWERS CPA P01627649 9195717055 2025-10-24 2024 2025-03-06 01:10:19Z X 71693024 X 161855 13 13 13 2075678 2075678 2075678 2277783 15099073 2277783 4515329 4353474 2075691 44000 0 0 0 509588 0 0 349068 233108 0 0 0 23800 11900 0 11900 120092 120092 0 0 44240 0 0 0 56896 0 0 56896 10387 0 0 0 230008 0 0 124993 1272119 131992 0 542857 1198480 3177105 2470599 131992 0 3719962 2044730 4221482 2075691 784661 1024079 1024079 67617107 70668945 70668945 32939 0 0 68434707 71693024 71693024 176 176 3380436 903224 175010 728011 3555622 1631411 X 64879085 70061613 64879085 70061613 68434707 71693024 64879085 2044730 3137798 70061613 0 70061613 AS REPORTED BY FIDELITY - LT P 2022-07-01 2024-06-30 13906542 12821290 1085252 1085252 CAPITAL GAINS DIVIDENDS P 1192531 1192531 1192531 2277783 0 58679 0 58679 0 58679 42960 0 0 0 42960 0 15719 0 0 0 0 0 0 0 1 0 0 1 1 NC 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 MARILYN E FOOTE-HUDSON 410 BLACKWELL ST DURHAM NC 27701 FORMER EXECUTIVE DIRECTOR 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 PRESIDENT 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 TREASURER 0.46 4000 0 0 ADRIANNA CARTER 410 BLACKWELL ST DURHAM NC 27701 DIRECTOR 0.46 4000 0 0 JOHN FAV CECIL 410 BLACKWELL ST DURHAM NC 27701 DIRECTOR 0.46 3000 0 0 RAN COBLE 410 BLACKWELL ST DURHAM NC 27701 DIRECTOR 0.46 3000 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 3000 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 MELISSA CHAPPELL 410 BLACKWELL ST DURHAM NC 27701 EXECUTIVE DIRECTOR 40.00 0 0 0 NONE 0 GLAXOSMITHKLINE INC 410 BLACKWELL STREET DURHAM NC 27701 MANAGEMENT SERVICES 698948 MILLER PORTFOLIO ADVISORS 3909 SUNSET RIDGE RD STE 102 RALEIGH NC 27607 INVESTMENT MANAGER 120092 0 0 70436540 659141 0 71095681 0 0 71095681 1066435 70029246 3501462 3501462 58679 58679 3442783 0 3442783 0 3442783 3719962 0 3719962 3442783 0 0 356303 178716 1027103 1112500 1799935 4474557 3719962 0 0 0 3442783 277179 0 0 4751736 0 0 0 0 0 0 356303 4395433 178716 1027103 1112500 1799935 277179 NC GLAXOSMITHKLINE FOUNDATION DAWN 410 BLACKWELL ST 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). MYFUTURE NC INC PO BOX 26246 RALEIGH NC 26246 NONE CHARITABLE CHARITABLE 140000 ECU FOUNDATION INC 2200 S CHARLES BLVD GREENVILLE CENTRE SUITE 1500 GREENVILLE NC 27858 NONE CHARITABLE CHARITABLE 325000 ELON UNIVERSITY 100 CAMPUS DR ELON NC 27244 NONE CHARITABLE CHARITABLE 67036 FDN FOR NC A&T STATE UNIVERSITY INC 200 N BENBOW RD 300 GREENSBORO NC 27411 NONE CHARITABLE CHARITABLE 310124 MOUNTAIN AREA HEALTH EDUCATION CENTER 121 HENDERSONVILLE ROAD ASHEVILLE NC 28803 NONE CHARITABLE CHARITABLE` 254750 MUSEUM OF LIFE AND SCIENCES 433 W MURRAY AVE DURHAM NC 27704 NONE CHARITABLE CHARITABLE 94584 NC PUBLIC HEALTH ASSOCIATION 222 N PERSON STREET SUITE 208 RALEIGH NC 27601 NONE CHARITABLE CHARITABLE 40000 NC COMMUNITY COLLEGES FOUNDATION 200 WEST JONES ST RALEIGH NC 27603 NONE CHARITABLE CHARITABLE 330000 NC ZOOLOGICAL SOCIETY INC 4403 ZOO PKWY ASHEBORO NC 27205 NONE CHARITABLE CHARITABLE 203500 NCCU FOUNDATION PO BOX 52466 DURHAM NC 27717 NONE CHARITABLE CHARITABLE 616961 OPENDOORS ASHEVILLE 290 HAYWOOD RD STE 204 ASHEVILLE NC 28806 NONE CHARITABLE CHARITABLE 50000 PIEDMONT ENVIRONMENTAL ALLIANCE INC 426 OLD SALEM RD WINSTONSALEM NC 27101 NONE CHARITABLE CHARITABLE 50000 UNC MOREHEAD PLANETARIUM & SCIENCE CTR 250 E FRANKLIN ST CHAPEL HILL NC 27514 NONE CHARITABLE CHARITABLE 150000 UNIVERSITY OF NC FOUNDATION INC PO BOX 309 CHAPEL HILL NC 27514 NONE CHARITABLE CHARITABLE 440000 WESTERN CAROLINA UNIVERSITY FOUNDATION ONE UNIVERSITY DRIVE 201 HF ROBINSON ADMINSTRATION BUILDING CULLOWHEE NC 28723 NONE CHARITABLE CHARITABLE 55150 AUGUSTINE LITERACY PROJECT CHARLOTTE ALP 115 W 7TH ST CHARLOTTE NC 28202 NONE CHARITABLE CHARITABLE 50000 3177105 ELON UNIVERSITY 100 CAMPUS DR ELON NC 27244 NONE CHARITABLE CHARITABLE 136341 MOUNTAIN AREA HEALTH EDUCATION CENTER 121 HENDERSONVILLE ROAD ASHEVILLE NC 28803 NONE CHARITABLE CHARITABLE 509500 MUSEUM OF LIFE AND SCIENCES 433 W MURRAY AVE DURHAM NC 27704 NONE CHARITABLE CHARITABLE 149646 ECU FOUNDATION INC 2200 S CHARLES BLVD GREENVILLE CENTRE SUITE 1500 GREENVILLE NC 27858 NONE CHARITABLE CHARITABLE 440000 MYFUTURE NC INC PO BOX 26246 RALEIGH NC 26246 NONE CHARITABLE CHARITABLE 140000 FDN FOR NC A&T STATE UNIVERSITY INC 200 N BENBOW RD 300 GREENSBORO NC 27411 NONE CHARITABLE CHARITABLE 26325 1401812 14 13 14 2075678 14 2277783 0 4353474 0 4353474 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 161855 X ACCOUNTING FEES 23800 11900 0 11900 FIDELITY MSCI HEALTH CARE INDEX 2432392 2432392 FIDELITY MSCI INFORMATION 3030923 3030923 J P MORGAN EXCHANGE TRADED FD EQUITY 3580552 3580552 J P MORGAN EXCHANGE TRADED FD NASDAQ EQT 2879101 2879101 VANGUARD S&P 500 GROWTH ETF 2948979 2948979 VANGUARD WHITEHALL FDS HIGH DIV YLD 5001145 5001145 COHEN & STEERS PREF SECURITIES INCOME I 3066105 3066105 DODGE & COX INTERNATL STOCK CL I 3667129 3667129 DOUBLELINE SHILLER ENHANCED CAP CL I 4806426 4806426 AMERICAN EUROPACIFIC GROWTH FUND F3 3836792 3836792 GOLDMAN SACHS INCOME BUILDER FUND INSTL 4390196 4390196 T ROWE PRICE INSTL MID CAP EQTY GROWTH 5193349 5193349 T ROWE PRICE LARGE CAP GROWTH CL I 2339457 2339457 AMERICAN NEW WORLD FUND F3 4495728 4495728 NUVEEN REAL ESTATE SECURITIES SEL R6 1747974 1747974 VANGUARD REAL ESTATE INDEX ADMIRAL 1700493 1700493 VANGUARD SMALL CAP G INDEX FD INSTL CL SH 4669319 4669319 DOUBLELINE CORE FIXED INCOME CL I 4247990 4247990 JOHNSON INSTL CORE BOND FUND 3535150 3535150 ISHARES TR ISHS 1-5YR INVS 1465437 1465437 PGIM ETF TR PGIM ULTRA SH BD 1634308 1634308 FEDERAL EXCISE TAX RECEIVABLE 32939 0 0 BANK SERVICE CHARGES 3668 0 0 0 SUPPLIES 8337 0 0 3575 CONTRACT SERVICES 110331 0 0 110331 DUES & SUBSCRIPTIONS 11087 0 0 11087 ADVERTISING 86868 0 0 0 GENERAL AND ADMINISTRATIVE 9477 0 0 0 POSTAGE 240 0 0 0 UNREALIZED GAINS 3137798 DEFERRED FEDERAL EXCISE TAX LIABILITIES 175010 229423 AWARDS PAYABLE 0 498588 INVESTMENT MANAGER FEES 120092 120092 0 0 EXCISE TAX 44240 0 0 0