2024-11-15T13:10:08-06:00 2023-12-31 561965804 THOMAS JUDY & TUCKER PA 4700 FALLS OF NEUSE ROAD STE 400 RALEIGH NC 27609 990 2023-01-01 566246626 FOUNDATION OF HOPE FOR RESEARCH AND TREATMENT OF MENTAL ILLNESS FOUN 9197819255 9401 GLENWOOD AVENUE RALEIGH NC 27617 SHELLEY BELK EXECUTIVE DIRECTOR 9197819255 2024-11-15 1 0 MICHAEL A SHUSKO CPA P01314870 9195717055 2024-11-12 2023 2024-10-15 13:58:12Z SARAH WESLEY FOX 9401 GLENWOOD AVENUE RALEIGH NC 27617 9108403 0 X WWW.WALKFORHOPE.COM X 1984 NC TO CONQUER MENTAL ILLNESS BY INVESTING IN GROUNDBREAKING SCIENTIFIC RESEARCH AND MENTAL HEALTH INITIATIVES. 21 20 16 480 0 0 2801104 2463955 0 0 29766 725938 -97033 242391 2733837 3432284 820617 1073459 0 0 315273 366997 0 0 127016 163078 332725 1298968 1773181 1434869 1659103 8348572 10239100 0 0 8348572 10239100 X TO CONQUER MENTAL ILLNESS BY INVESTING IN GROUNDBREAKING SCIENTIFIC RESEARCH AND MENTAL HEALTH INITIATIVES. 0 0 624459 624459 MENTAL HEALTH INITIATIVE GRANT FUNDS AND RESEARCH GRANT FUNDS WERE PROVIDED TO UNC DEPARTMENT OF PSYCHIATRY FOR THE FOLLOWING STUDIES:DR. KAREN POULOS AND DR. AMY URSANO "UNC PSYCHIATRY PEDIATRIC BEHAVIOR CLINIC"DR. ELIZABETH ANDERSEN "PROBING THE NEUROPHYSIOLOGICAL MECHANISMS UNDERLYING SEX-SPECIFIC TESTOSTERONE-MOOD RELATIONSHIPS DURING PUBERTY: A RANDMONIZED CONTROLLED TRIAL USING A SMARTPHONE BASED TRAINING PROGRAM"DR. JOYCE BESHEER "INVESTIGATION OF THE GLP-1 RECEPTOR AGONIST SEMAGLUTIDE ON ALCOHOL EFFECTS: RELEVANCE FOR THE TREATMENT OF ALCOHOL USE DISORDER"DR. YOONMI HONG "WHITE MATTER CONNECTOME AND BEHAVIOR RELATIONSHIPS IN EARLY CHILDHOOD"DR. REBEKAH NASH "A MACHINE LEARNING APPROACH TO CLASSIFY MEDICAL RECORDS BY PSYCHIATRIC DIAGNOSIS"DR. RIAH PATTERSON "MECHANISMS OF BREXANOLONE THERAPEUTICS IN POST-PARTUM DEPRESSION: EXPANDED FOLLOW-UP STUDY"DR. RYAN VETRENO "ADOLESCENT BINGE DRINKING PERSISTENTLY SHIFTS MICROGLIA TO A PROINFLAMMATORY PHENOTYPE THROUGH REVERSIBLE EPIGENETIC REPROGRAMMING"DR. MELISSA WALSH "DO APOE4+ WOMEN STAND TO BENEFIT FROM MENOPAUSAL HORMONE THERAPY? PILOTING AN EXPERIMENTAL THERAPEUTICS APPROACH TO ACCELERATE PROGRESS IN DEMENTIA PREVENTION RESEARCH"DR. GUORONG WU "UNCOVERING MIDLIFE DEMENTIA RISKS FROM ALTERED STRUCTURAL AND FUNCTIONAL COUPLING MECHANISMS"DR. SAMUEL MCLEAN "WRITTEN EXPOSURE THERAPY TO IMPROVE RECOVERY AMONG SEXUAL ASSAULT SURVIVORSDR. ROB MCCLURE "A PILOT STUDY OF PSILOCYBIN-ASSISTED THERAPY IN TREATMENT-RESISTANT DEPRESSION: ACUTE CHANGES, DURATION OF EFFECT AND PREDICTORS OF RESPONSE" 449000 449000 FOUNDATION OF HOPE CHILD AND ADOLESCENT ANXIETY AND MOOD DISORDERS PROGRAM (CHAAMP) RESEARCH GRANT FUNDS WERE PROVIDED TO THE UNC DEPARTMENT OF PSYCHIATRY. ALSO, CHAAMP GRANT FUNDS WERE ALSO PROVIDED TO THE UNC HEALTH FOUNDATION. CHAAMP IS A CLINICAL RESEARCH PROGRAM OPERATING WITHIN THE DEPARTMENT OF PSYCHIATRY AT UNC-CHAPEL HILL. CHAAMP CONDUCTS CUTTING-EDGE TRANSLATIONAL RESEARCH TO ADVANCE UNDERSTANDING AND TREATMENT OF CHILD AND ADOLESCENT ANXIETY AND MOOD DISORDERS, LEADS OUTCOME IMPROVEMENTS, AND ADDRESSES CARE DELIVERY FOR VULNERABLE CHILDREN. THE CHAAMP RESEARCH GRANT FUNDS WERE PROVIDED FOR THE FOLLOWING: DR. DANIELLE ROUBINOV "IDENTIFYING TARGETS FOR CHILDREN OF MOTHERS WHO EXPERIENCED SEXUAL VIOLENCE"UNC HEALTH FOUNDATION "CHILD & ADOLESCENT ANXIETY AND MOOD DISORDERS PROGRAM (CHAAMP)" 416919 21920 THE FOUNDATION'S ANNUAL WALK FOR HOPE AND OTHER FUNDRAISERS RAISE FUNDS FOR MENTAL ILLNESS RESEARCH GRANTS. 1490378 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 12 0 16 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NC X SHELLEY BELK 9197819255 3108 GLEN ROYAL ROAD RALEIGH NC 27617 SARAH WESLEY FOX CHAIR 1.00 X X 0 0 0 MICHAEL ZARZAR MD VICE-CHAIR 1.00 X X 0 0 0 ELIZABETH SKVARLA SECRETARY 1.00 X X 0 0 0 JACK NAFTEL MD INTERIM TREASURER 1.00 X X 0 0 0 DANA BOOLE BOARD MEMBER 1.00 X 0 0 0 MARY CANTANDO BOARD MEMBER 1.00 X 0 0 0 TAYLOR B CASH JR BOARD MEMBER 1.00 X 0 0 0 ASA CORDLE MD BOARD MEMBER 1.00 X 0 0 0 JODY DARDEN BOARD MEMBER 1.00 X 0 0 0 TANYA DOEBLER BOARD MEMBER 1.00 X 0 0 0 SYLVIA HACKET BOARD MEMBER 1.00 X 0 0 0 STEVE JONES BOARD MEMBER 1.00 X 0 0 0 EASTER MAYNARD BOARD MEMBER 1.00 X 0 0 0 HILDA PINNIX-RAGLAND BOARD MEMBER 1.00 X 0 0 0 RANDY QUIRK BOARD MEMBER 1.00 X 0 0 0 DAVID RUBINOW MD BOARD MEMBER 1.00 X 0 0 0 BRAD SEARS BOARD MEMBER 1.00 X 0 0 0 KEN SMITH BOARD MEMBER 1.00 X 0 0 0 JEFF STOCKS BOARD MEMBER (TO JUNE '23) 1.00 X 0 0 0 STEVE THANHAUSER BOARD MEMBER 1.00 X 0 0 0 MARION WINSTON BOARD MEMBER 1.00 X 0 0 0 SHELLEY EURE BELK EXECUTIVE DIRECTOR 40.00 X 84491 0 11800 84491 0 11800 0 0 0 0 0 1083082 1380873 341761 2463955 173105 173105 5465983 4913150 552833 552833 552833 981740 1083082 762969 218771 218771 BROCHURE/NEWSLETTER 900099 21920 21920 SALES TAX ADJUSTMENT 900099 1700 1700 23620 3432284 21920 0 946409 250000 250000 823459 823459 96291 61024 18332 16935 221117 140132 42097 38888 25805 16354 4913 4538 23784 15007 4473 4304 18241 7253 7667 3321 28667 28667 67975 48495 6147 13333 11141 4430 4683 2028 35356 14058 14861 6437 26139 10393 10987 4759 12500 4167 4167 4166 3641 1448 1530 663 14364 5711 6038 2615 CAMPAIGN LAUNCH EXPENSE 39982 31986 7996 ANNUAL FUND SUPPORT FOR 30580 23108 501 6971 44139 33353 724 10062 1773181 1490378 155787 127016 1050898 688006 696036 909878 46035 14898 35465 35465 0 0 6555603 8626318 8348572 10239100 0 0 X 7490508 8577474 858064 1661626 8348572 10239100 8348572 10239100 1659103 231425 0 X X 0 1 X 1 0 X 1639267 1108710 1493189 2801104 2463955 9506225 1639267 1108710 1493189 2801104 2463955 9506225 345422 9160803 100333 8961 123730 112857 173105 518986 24270 49493 88246 28620 23620 214249 10239460 2268277 0.89470 0.83160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35465 35465 0 0 DEBT & EQUITY SECURITIES 8626318 F 8626318 4199322 231425 762969 994394 3204928 28667 198689 227356 3432284 2308794 762969 762969 1545825 28667 198689 227356 1773181 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 762,969. PART XI, LINE 4B - OTHER ADJUSTMENTS: IN-KIND CONTRIBUTIONS 198,689. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 762,969. PART XII, LINE 4B - OTHER ADJUSTMENTS: IN-KIND CONTRIBUTIONS 198,689. WALK FOR HOPE 945149 609798 335351 3233 35936 212827 EVENING OF HOPE 768801 339791 429010 58457 77619 90919 128886 2 350872 133493 217379 34180 7309 113603 2064822 1083082 981740 61690 147735 98228 455316 762969 218771 1 UNC HEALTH FOUNDATION 123 W FRANKLIN STREET STE 510 CHAPEL HILL NC 27516 566057494 501(C )(3) 250000 0 RESEARCH GRANT PROVIDED TO UNC DEPARTMENT OF PSYCHIATRY FOR THE FOUNDATION OF HOPE CHILD AND ADOLESCENT ANXIETY AND MOOD DISORDERS PROGRAM (CHAAMP) WHICH IS INTENDED TO BE A CLINICAL RESEARCH PROGRAM THAT WILL CONDUCT CUTTING-EDGE TRANSLATIONAL RESEARCH TO ADVANCE UNDERSTANDING AND TREATMENT OF CHILD AND ADOLESCENT ANXIETY AND MOOD DISORDERS, LEAD OUTCOME IMPROVEMENTS, AND ADDRESS CARE DELIVERY FOR VULNERABLE CHILDREN. DR. KAREN POULOS & DR. AMY URSANO "UNC PSYCHIATRY PEDIATRIC BEHAVIOR CLINIC" 2 30000 DR. ELIZABETH ANDERSEN "PROBING THE NEUROPHYSIOLOGICAL MECHANISMS UNDERLYING SEX-SPECIFIC TESTOSTERONE-MOOD RELATIONSHIPS DURING PUBERTY: A RANDMONIZED CONTROLLED TRIAL USING A SMARTPHONE BASED TRAINING PROGRAM" 1 45080 DR. JOYCE BESHEER "INVESTIGATION OF THE GLP-1 RECEPTOR AGONIST SEMAGLUTIDE ON ALCOHOL EFFECTS: RELEVANCE FOR THE TREATMENT OF ALCOHOL USE DISORDER" 1 70152 DR. YOONMI HONG "WHITE MATTER CONNECTOME AND BEHAVIOR RELATIONSHIPS IN EARLY CHILDHOOD" 1 27044 DR. REBEKAH NASH "A MACHINE LEARNING APPROACH TO CLASSIFY MEDICAL RECORDS BY PSYCHIATRIC DIAGNOSIS" 1 35784 DR. RIAH PATTERSON "MECHANISMS OF BREXANOLONE THERAPEUTICS IN POST-PARTUM DEPRESSION: EXPANDED FOLLOW-UP STUDY" 1 100000 DR. DANIELLE ROUBINOV "IDENTIFYING TARGETS FOR CHILDREN OF MOTHERS WHO EXPERIENCED SEXUAL VIOLENCE" 1 199000 DR. RYAN VETRENO "ADOLESCENT BINGE DRINKING PERSISTENTLY SHIFTS MICROGLIA TO A PROINFLAMMATORY PHENOTYPE THROUGH REVERSIBLE EPIGENETIC REPROGRAMMING" 1 98592 DR. MELISSA WALSH "DO APOE4+ WOMEN STAND TO BENEFIT FROM MENOPAUSAL HORMONE THERAPY? PILOTING AN EXPERIMENTAL THERAPEUTICS APPROACH TO ACCELERATE PROGRESS IN DEMENTIA PREVENTION RESEARCH" 1 44875 DR. GUORONG WU "UNCOVERING MIDLIFE DEMENTIA RISKS FROM ALTERED STRUCTURAL AND FUNCTIONAL COUPLING MECHANISMS" 1 47761 DR. SAMUEL MCLEAN "WRITTEN EXPOSURE THERAPY TO IMPROVE RECOVERY AMONG SEXUAL ASSAULT SURVIVORS" 1 59168 DR. ROB MCCLURE "A PILOT STUDY OF PSILOCYBIN-ASSISTED THERAPY IN TREATMENT-RESISTANT DEPRESSION: ACUTE CHANGES, DURATION OF EFFECT AND PREDICTORS OF RESPONSE" 1 66003 PART I, LINE 2: THE FOUNDATION OF HOPE BOARD OF TRUSTEES REQUIRES THE SUBMISSION OF A PROGRESS REPORT TO THE FOUNDATION OFFICE ANNUALLY BEGINNING TWELVE MONTHS FOLLOWING THE RECEIPT OF FUNDS AND UNTIL THE PROJECT IS COMPLETED. RESEARCHERS MAY ALSO BE INVITED TO PRESENT FINDINGS AT FUTURE BOARD MEETINGS. AT THE CONCLUSION OF EACH STUDY, THE BOARD REQUESTS A FINAL REPORT OUTLINING RESEARCH FINDINGS AND THEIR SIGNIFICANCE. STEVE THANHAUSER FAMILY AND BUSINESS RELATIONSHIP 188234 WIFE OWNS ANGUS BARN, LTD. AND JOINTLY OWNS, WITH STEVE, THE LAKESIDE PAVILLION, LLC. THE FOUNDATION UTILIZES THE VENUES AND BANQUET FACILITIES FOR VARIOUS FUNDRAISING EVENTS INCLUDING THE ANNUAL WALK FOR HOPE, EVENING OF HOPE GALA, AND IGNITING HOPE AS WELL AS OTHER FUNCTIONS THROUGHOUT THE YEAR. THE FOUNDATION ALSO PURCHASES GIFT CARDS AND PRODUCTS FROM THE ANGUS BARN AND RENTS OFFICE SPACE. DETAILS OF THE TRANSACTIONS FOR 2023 INLCUDE:EVENING OF HOPE - $78,579IGNITING HOPE - $30,999WALK FOR HOPE - $31,262KICKOFF LUNCHEON - $7,325OFFICE RENTAL - $12,500DONOR CULTIVATION - $2,250WINE CELLAR EVENT - $11,471CHAMP EXPENSES - $5,661BOARD MEETINGS - $2,630SPONSOR BASKETS - $5,557 0 SHELLEY BELK FAMILY AND BUSINESS RELATIONSHIP SISTER OWNS ANGUS BARN, LTD AND SISTER JOINTLY OWNS, WITH HER HUSBAND, THE LAKESIDE PAVILLION, LLC. 0 X 6 143072 FAIR MARKET VALUE X 18 60000 FAIR MARKET VALUE X AUCTION ITEMS 99 102189 FAIR MARKET VALUE X PRIZES 15 36500 FAIR MARKET VALUE 0 0 1 PART I, LINE 32B: CAPTRUST, THE FOUNDATION OF HOPE'S INVESTMENT BROKER WILL SELL ANY STOCK THAT IS DONATED TO THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 2 SHELLEY BELK (EXECUTIVE DIRECTOR) AND STEVE THANHAUSER (BOARD MEMBER) HAVE A FAMILY RELATIONSHIP AS BROTHER-IN-LAW AND SISTER-IN-LAW. STEVE THANHAUSER (BOARD MEMBER) AND STEVE JONES (BOARD MEMBER) HAD A BUINSESS RELATIONSHIP IN 2023. THANHAUSER FORMED AN LLC WITH TWO OTHER INDIVIDUALS. THE LLC INVESTED $150,000 (.05%) IN DOGWOOD BANK. STEVE JONES WHO BECAME A BOARD MEMBER IN 2022, IS THE CEO OF DOGWOOD BANK. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO ALL TRUSTEES FOR REVIEW AND IS REVIEWED IN ITS ENTIRETY AT A BOARD OF TRUSTEES MEETING BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, EACH MEMBER OF THE BOARD OF TRUSTEES AND KEY EMPLOYEES IS PROVIDED WITH A COPY OF THE CONFLICT OF INTEREST POLICY, AND COMPLETES AND SIGNS THE ACKNOWLEDGEMENT AND DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. THE BOARD UTILIZES A COMPENSATION SURVEY OR STUDY. FORM 990, PART VI, SECTION C, LINE 19 ALL OF THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 1 ACCOUNTING METHOD HAS NOT CHANGED FROM PRIOR YEAR. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM PRIOR YEAR.