2025-11-17T06:19:45-06:00 2024-12-31 561965804 THOMAS JUDY & TUCKER PA 4700 FALLS OF NEUSE ROAD STE 400 RALEIGH NC 27609 990 2024-01-01 566246626 FOUNDATION OF HOPE FOR RESEARCH AND TREATMENT OF MENTAL ILLNESS FOUN 9197819255 9401 GLENWOOD AVENUE RALEIGH NC 27617 SHELLEY BELK EXECUTIVE DIRECTOR 9197819255 2025-11-17 1 0 MICHAEL A SHUSKO CPA P01314870 9195717055 2025-11-14 2024 2025-03-06 01:10:19Z SARAH WESLEY FOX 9401 GLENWOOD AVENUE RALEIGH NC 27617 7551609 0 X WWW.WALKFORHOPE.COM X 1984 NC TO CONQUER MENTAL ILLNESS BY INVESTING IN GROUNDBREAKING SCIENTIFIC RESEARCH AND MENTAL HEALTH INITIATIVES. 20 19 17 495 0 0 2463955 2529372 0 0 725938 511593 242391 268725 3432284 3309690 1073459 1645141 0 0 366997 395882 0 0 121441 332725 283401 1773181 2324424 1659103 985266 10239100 11567273 0 0 10239100 11567273 X TO CONQUER MENTAL ILLNESS BY INVESTING IN GROUNDBREAKING SCIENTIFIC RESEARCH AND MENTAL HEALTH INITIATIVES. 0 0 1053465 1053465 MENTAL HEALTH INITIATIVE GRANT FUNDS AND RESEARCH GRANT FUNDS WERE PROVIDED TO UNC DEPARTMENT OF PSYCHIATRY FOR THE FOLLOWING STUDIES:DR. JESSICA COHEN & DR. JOHN GILMORE "DEVELOPMENT OF INDIVIDUAL DIFFERENCES IN ADOLESCENT BRAIN STRUCTURE AND RISK"DR. ANTHONY ZANNAS "EPIGENETIC MECHANISMS LINKING PSYCHOLOGICAL STRESS WITH DEMENTIA RISK IN MINORITIZED INDIVIDUALS"DR. FLAVIO FROHLICH "THE CAROLINA RECOVERY FROM DEPRESSION PROTOCOL (CARED): A NOVEL RAPID TREATMENT PARADIGM FOR DEPRESSION"DR. EMILY PISETSKY "ADDRESSING AN URGENT NEED: DEVELOPING AND DISSEMINATING A BRIEF EATING DISORDERS INTERVENTION FOR PRIMARY CARE (FAST-ED)"DR. SAMUEL MCLEAN "WRITTEN EXPOSURE THERAPY TO IMPROVE RECOVERY AMONG SEXUAL ASSAULT SURVIVORS"DR. DANIELLE ROUBINOV "IDENTIFYING MODIFIABLE RISK FACTORS ASSOCIATED WITH SUICIDALITY IN ADOLESCENTS FOLLOWING ACUTE PSYCHIATRIC HOSPITALIZATION"DR. COPE FEURER, DR. AYSENIL BELGER, & DR. DANIELLE ROUBINOV "IDENTIFYING NOVEL BIOLOGICAL PROFILES OF EARLY RISK AND INTERVENTION FOR MOOD DISORDERS IN ADOLESCENTS: MAPPING STRESS-RESPONSIVE CHANGES IN ELECTROCORTICAL INDICES IN ADOLESCENT ANHEDONIA"DR. TYEHIMBA HUNT-HARRISON "YOUTH MENTAL HEALTH FIRST AID TRAINING OF RURAL BLACK CHURCH LEADERS AS A TOOL TO IMPROVE MENTAL HEALTH LITERACY AND ACCESS"DR. JULIA RIDDLE "THE OTHER POSTPARTUM: DEPRESSION, ANXIETY, AND POST-TRAUMATIC STRESS DISORDER FOLLOWING STILLBIRTH AND NEONATAL DEATH"DR. ERIN BONDY "EXAMINING THE EFFECT OF ESTRADIOL ON MOOD SYMPTOMS DURING PERIMENOPAUSE THROUGH IMMUNE GENE EXPRESSION"DR. ANTONIO FLORIDO "DEVELOPING A PRE-CLINICAL MODEL TO STUDY THE INTERACTION OF FEMALE PUBERTAL HORMONES AND EARLY-LIFE STRESS IN VULNERABILITY TO ANHEDONIA"DR. REBECCA GRZADZINSKI "ESTABLISHING THE VALIDITY OF A WEARABLE TECHNOLOGY OF OBJECTIVE AROUSAL MEASUREMENTS ACROSS DEVELOPMENT"DR. ALEX GERTNER "THE EFFECTS OF ADDRESSING CHILDREN'S EARLY LIFE SOCIAL NEEDS ON BEHAVIORAL HEALTH"DR. KAREN POULOS & DR. AMY URSANO "UNC MULTIDISCIPLINARY CHILD PSYCHIATRY COLLABORATIVE - SIGNATURE GRANTEE" 591676 591676 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: UNC HEALTH FOUNDATION "CHILD & ADOLESCENT ANXIETY AND MOOD DISORDERS PROGRAM (CHAAMP)" 383368 18410 THE FOUNDATION'S ANNUAL WALK FOR HOPE AND OTHER FUNDRAISERS RAISE FUNDS FOR MENTAL ILLNESS RESEARCH GRANTS. 2028509 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 10 0 17 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 19 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 TERRY CARLTON 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 (TO JUN '24) 1.00 X 0 0 0 ELIZABETH COX 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 HACKETT 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 KEN SMITH BOARD MEMBER 1.00 X 0 0 0 NICOLE CAFAZZO SPECTOR MD BOARD MEMBER 1.00 X 0 0 0 STEVE THANHAUSER BOARD MEMBER 1.00 X 0 0 0 MARION WINSTON BOARD MEMBER (TO JUL '24) 1.00 X 0 0 0 SHELLEY EURE BELK EXECUTIVE DIRECTOR 40.00 X 92000 0 12450 92000 0 12450 0 0 0 0 0 1079584 1449788 298524 2529372 260319 260319 3679556 3428282 251274 251274 251274 1063952 1079584 813637 250315 250315 BROCHURE/NEWSLETTER 900099 18410 18410 18410 3309690 18410 0 761908 591676 591676 1053465 1053465 104451 66195 19886 18370 237315 150397 45181 41737 28443 18026 5415 5002 25673 16199 4828 4646 4547 1808 1911 828 25865 10284 10872 4709 33596 33596 20813 10690 6226 3897 19434 7727 8169 3538 41370 16449 17389 7532 16221 6449 6819 2953 21000 7000 7000 7000 8421 3348 3540 1533 6728 2675 2828 1225 CAMPAIGN LAUNCH EXPENSE 35601 28481 7120 ANNUAL FUND SUPPORT FOR 32720 24725 536 7459 17085 12915 278 3892 2324424 2028509 174474 121441 688006 1140057 909878 1829143 14898 20062 35465 35465 0 0 8626318 8578011 10239100 11567273 0 0 X 8577474 9279774 1661626 2287499 10239100 11567273 10239100 11567273 985266 342907 0 X X 0 1 X 1 0 X 1108710 1493189 2801104 2463955 2529372 10396330 1108710 1493189 2801104 2463955 2529372 10396330 346078 10050252 8961 123730 112857 173105 260319 678972 49493 88246 28620 23620 18410 208389 11283691 0.89070 0.89470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35465 35465 0 0 DEBT & EQUITY SECURITIES 8578011 F 8578011 4220577 342907 813637 1156544 3064033 33596 212061 245657 3309690 2892404 813637 813637 2078767 33596 212061 245657 2324424 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 813,637. PART XI, LINE 4B - OTHER ADJUSTMENTS: IN-KIND CONTRIBUTIONS 212,061. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 813,637. PART XII, LINE 4B - OTHER ADJUSTMENTS: IN-KIND CONTRIBUTIONS 212,061. WALK FOR HOPE 999040 607798 391242 3421 40762 3500 216707 EVENING OF HOPE 807730 352784 454946 76393 83363 82180 162194 2 336766 119002 217764 6504 45050 12267 81296 2143536 1079584 1063952 86318 169175 97947 460197 813637 250315 1 UNC HEALTH FOUNDATION 123 W FRANKLIN STREET STE 510 CHAPEL HILL NC 27516 566057494 501(C )(3) 591676 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. 1 0 DR. JESSICA COHEN & DR. JOHN GILMORE "DEVELOPMENT OF INDIVIDUAL DIFFERENCES IN ADOLESCENT BRAIN STRUCTURE AND RISK" 2 150989 DR. ANTHONY ZANNAS "EPIGENETIC MECHANISMS LINKING PSYCHOLOGICAL STRESS WITH DEMENTIA RISK IN MINORITIZED INDIVIDUALS" 1 147167 DR. FLAVIO FROHLICH "THE CAROLINA RECOVERY FROM DEPRESSION PROTOCOL (CARED): A NOVEL RAPID TREATMENT PARADIGM FOR DEPRESSION" 1 146110 DR. EMILY PISETSKY "ADDRESSING AN URGENT NEED: DEVELOPING AND DISSEMINATING A BRIEF EATING DISORDERS INTERVENTION FOR PRIMARY CARE (FAST-ED)" 1 99001 DR. SAMUEL MCLEAN "WRITTEN EXPOSURE THERAPY TO IMPROVE RECOVERY AMONG SEXUAL ASSAULT SURVIVORS" 1 89708 DR. DANIELLE ROUBINOV "IDENTIFYING MODIFIABLE RISK FACTORS ASSOCIATED WITH SUICIDALITY IN ADOLESCENTS FOLLOWING ACUTE PSYCHIATRIC HOSPITALIZATION" 1 78000 DR. COPE FEURER, DR. AYSENIL BELGER, & DR. DANIELLE ROUBINOV "IDENTIFYING NOVEL BIOLOGICAL PROFILES OF EARLY RISK AND INTERVENTION FOR MOOD DISORDERS IN ADOLESCENTS: MAPPING STRESS-RESPONSIVE CHANGES IN ELECTROCORTICAL INDICES IN ADOLESCENT ANHEDONIA" 3 49802 DR. TYEHIMBA HUNT-HARRISON "YOUTH MENTAL HEALTH FIRST AID TRAINING OF RURAL BLACK CHURCH LEADERS AS A TOOL TO IMPROVE MENTAL HEALTH LITERACY AND ACCESS" 1 47275 DR. JULIA RIDDLE "THE OTHER POSTPARTUM: DEPRESSION, ANXIETY, AND POST-TRAUMATIC STRESS DISORDER FOLLOWING STILLBIRTH AND NEONATAL DEATH" 1 45791 DR. ERIN BONDY "EXAMINING THE EFFECT OF ESTRADIOL ON MOOD SYMPTOMS DURING PERIMENOPAUSE THROUGH IMMUNE GENE EXPRESSION" 1 44745 DR. ANTONIO FLORIDO "DEVELOPING A PRE-CLINICAL MODEL TO STUDY THE INTERACTION OF FEMALE PUBERTAL HORMONES AND EARLY-LIFE STRESS IN VULNERABILITY TO ANHEDONIA" 1 44577 DR. REBECCA GRZADZINSKI "ESTABLISHING THE VALIDITY OF A WEARABLE TECHNOLOGY OF OBJECTIVE AROUSAL MEASUREMENTS ACROSS DEVELOPMENT" 1 40000 DR. ALEX GERTNER "THE EFFECTS OF ADDRESSING CHILDREN'S EARLY LIFE SOCIAL NEEDS ON BEHAVIORAL HEALTH" 1 39900 DR. KAREN POULOS & DR. AMY URSANO "UNC MULTIDISCIPLINARY CHILD PSYCHIATRY COLLABORATIVE - SIGNATURE GRANTEE" 1 30400 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 REQUIRES A FINAL REPORT OUTLINING RESEARCH FINDINGS AND THEIR SIGNIFICANCE. STEVE THANHAUSER FAMILY AND BUSINESS RELATIONSHIP 215658 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 2024 INLCUDE:EVENING OF HOPE - $84,993IGNITING HOPE - $37,778WALK FOR HOPE - $29,828KICKOFF LUNCHEON - $8,425OFFICE RENTAL - $21,000DONOR CULTIVATION - $3,840WINE CELLAR EVENT - $6,800CHAAMP EXPENSES - $15,664BOARD MEETINGS - $2,936SPONSOR BASKETS - $3,300BAHIA - $1,094 1 SHELLEY BELK FAMILY AND BUSINESS RELATIONSHIP 0 SISTER OWNS ANGUS BARN, LTD AND SISTER JOINTLY OWNS, WITH HER HUSBAND, THE LAKESIDE PAVILLION, LLC. 1 X 9 86463 FAIR MARKET VALUE X 21 63000 FAIR MARKET VALUE X AUCTION ITEMS 115 114561 FAIR MARKET VALUE X PRIZES 14 34500 FAIR MARKET VALUE 0 1 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.