Civic Intelligence

Charley'S Fund Inc

EIN 20-2014968 • 501(c)3 • Great Barrington, MA

Profile

Charley's fund's singular mission is to support the development of treatments and a cure for duchenne muscular dystrophy (dmd). We identify and direct funding to the most compelling research and treatment programs related to dmd and, (cont. On sch. O.)

635 Main Street Suite 3Great Barrington, MA 01230

www.charleysfund.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.02x

Higher debt load relative to revenue than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

74th percentile

22%

Higher net margin than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

53rd percentile

4.7%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-8.1%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,076,613

Up $48,578 (+4.7%) from 2023

Liabilities

Down

$12,105

Down $93,548 (-89%) from 2023

Net Assets

Up

$1,064,508

Up $142,126 (+15%) from 2023

Revenue

Down

$628,496

Down $55,671 (-8.1%) from 2023

Expenses

Down

$491,964

Down $232,049 (-32%) from 2023

Net Income

Up

$136,532

Up $176,378 (+443%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $3,231,789Liabilities 2010: $957,471Net Assets 2010: $2,274,3182010Assets 2011: $3,783,996Liabilities 2011: $645,646Net Assets 2011: $3,138,3502011Assets 2012: $4,618,668Liabilities 2012: $596,156Net Assets 2012: $4,022,5122012Assets 2013: $9,253,046Liabilities 2013: $848,211Net Assets 2013: $8,404,8352013Assets 2014: $7,174,159Liabilities 2014: $114,723Net Assets 2014: $7,059,4362014Assets 2015: $5,328,300Liabilities 2015: $75,537Net Assets 2015: $5,252,7632015Assets 2016: $5,332,454Liabilities 2016: $69,936Net Assets 2016: $5,262,5182016Assets 2017: $5,479,080Liabilities 2017: $436,974Net Assets 2017: $5,042,1062017Assets 2018: $5,773,778Liabilities 2018: $224,443Net Assets 2018: $5,549,3352018Assets 2019: $5,842,303Liabilities 2019: $372,292Net Assets 2019: $5,470,0112019Assets 2020: $4,987,686Liabilities 2020: $237,253Net Assets 2020: $4,750,4332020Assets 2021: $5,463,767Liabilities 2021: $743,575Net Assets 2021: $4,720,1922021Assets 2022: $4,104,795Liabilities 2022: $179,002Net Assets 2022: $3,925,7932022Assets 2023: $1,028,035Liabilities 2023: $105,653Net Assets 2023: $922,3822023Assets 2024: $1,076,613Liabilities 2024: $12,105Net Assets 2024: $1,064,5082024

Highlighted filing

2024

Assets$1,076,613
Liabilities$12,105
Net Assets$1,064,508

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $1,449,322Expenses 2010: $1,181,341Net Income 2010: $267,9812010Expenses 2011: $636,7512011Revenue 2012: $1,716,740Expenses 2012: $357,000Net Income 2012: $1,359,7402012Revenue 2013: $5,128,500Expenses 2013: $762,375Net Income 2013: $4,366,1252013Revenue 2014: $1,589,136Expenses 2014: $2,918,337Net Income 2014: -$1,329,2012014Revenue 2015: $552,106Expenses 2015: $2,358,779Net Income 2015: -$1,806,6732015Revenue 2016: $4,175,464Expenses 2016: $4,165,709Net Income 2016: $9,7552016Revenue 2017: $1,421,079Expenses 2017: $1,641,491Net Income 2017: -$220,4122017Revenue 2018: $2,768,744Expenses 2018: $2,261,515Net Income 2018: $507,2292018Revenue 2019: $2,197,115Expenses 2019: $2,276,439Net Income 2019: -$79,3242019Revenue 2020: $1,182,641Expenses 2020: $1,902,221Net Income 2020: -$719,5802020Revenue 2021: $1,781,625Expenses 2021: $1,811,866Net Income 2021: -$30,2412021Revenue 2022: $652,985Expenses 2022: $1,447,384Net Income 2022: -$794,3992022Revenue 2023: $684,167Expenses 2023: $724,013Net Income 2023: -$39,8462023Revenue 2024: $628,496Expenses 2024: $491,964Net Income 2024: $136,5322024

Highlighted filing

2024

Revenue$628,496
Expenses$491,964
Net Income$136,532

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.06$0.63$0.49$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.11$0.92$0.68$0.72$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.10$0.18$3.93$0.65$1.45$0.79
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$0.74$4.72$1.78$1.81$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.99$0.24$4.75$1.18$1.90$0.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.84$0.37$5.47$2.20$2.28$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.77$0.22$5.55$2.77$2.26$0.51
2017Summary only. Only limited summary data is available for this year.$5.48$0.44$5.04$1.42$1.64$0.22
2016Summary only. Only limited summary data is available for this year.$5.33$0.07$5.26$4.18$4.17$0.01
2015Summary only. Only limited summary data is available for this year.$5.33$0.08$5.25$0.55$2.36$1.81
2014Summary only. Only limited summary data is available for this year.$7.17$0.11$7.06$1.59$2.92$1.33
2013Summary only. Only limited summary data is available for this year.$9.25$0.85$8.40$5.13$0.76$4.37
2012Summary only. Only limited summary data is available for this year.$4.62$0.60$4.02$1.72$0.36$1.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.78$0.65$3.14$0.64
2010Summary only. Only limited summary data is available for this year.$3.23$0.96$2.27$1.45$1.18$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$638,647
Mission and Program Overview

Mission

Charley's fund's singular mission is to support the development of treatments and a cure for duchenne muscular dystrophy (dmd). We identify and direct funding to the most compelling research and treatment programs related to dmd and, (cont. On sch. O.)

To accelerate the development of life-saving treatments for duchenne muscular dystrophy "dmd"

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$720,738$868,914▲ $148,176
Investments Program Related$125,000$125,000→ $0
Pledges and Grants Receivable$178,276$79,994▼ $98,282
Inventories for Sale or Use$2,462$2,462→ $0
Cash and Non-Interest-Bearing Accounts$1,097$0▼ $1,097
Prepaid Expenses and Deferred Charges$180$180→ $0
Land, Buildings, and Equipment, Net$282$63▼ $219
Total Assets$1,028,035$1,076,613▲ $48,578
Liabilities
Grants Payable$89,782$0▼ $89,782
Accounts Payable and Accrued Expenses$15,871$12,105▼ $3,766
Total Liabilities$105,653$12,105▼ $93,548
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$779,381$994,508▲ $215,127
Net Assets With Donor Restrictions$143,001$70,000▼ $73,001
Total Net Assets Fund Balance$922,382$1,064,508▲ $142,126
Total Liabilities and Net Assets / Fund Balance$1,028,035$1,076,613▲ $48,578

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$63$12,015$12,078
Investment Program Related Org$125,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$143,001--$73,001$70,000
2023$288,001--$145,000$143,001
2022$840,001--$552,000$288,001
2021$1,098,758$645,000-$903,757$840,001
2020$1,417,892--$319,134$1,098,758
Compensation and Service Providers

Board Members and Trustees

NameTitle
Benjamin Seckler MdPresident
Randy ReiffDirector
Tracy Kramer SecklerDirector
Earl KramerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$608,581
Program Service Revenue
$0
Investment Income
$12,755
Other Revenue
$7,160
All Other Contributions
$608,581
Change in Net Assets
$136,532

Audited Revenue Reconciliation

Revenue per Audited Statements
$627,418
Revenue Not Reported on Financial Statements
$1,078
Revenue Not Reported on Form 990
$5,594
Total Revenue per Audited Statements
$633,012
Total Revenue per Form 990
$628,496
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$421,729
Other Expenses$70,235
Total Fundraising Expense$10,446
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$421,729--$421,729
Fees for Services Other$25,526$4,630$6,582$36,738
Fees for Services Accounting-$18,500-$18,500
Other Expenses$1,469$1,906$1,739$5,114
Travel$4,237--$4,237
Insurance$779$778$779$2,336
Office Expenses$50$417$1,246$1,713
Fees for Service Investment Mgmnt Fees-$1,078-$1,078
Occupancy$100$100$100$300
Depreciation Depletion-$219-$219
Total Functional Expenses$453,890$27,628$10,446$491,964

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$491,964
Expenses per Audited Statements$490,886
Total Expenses per Audited Statements$490,886
Expenses Not Reported on Financial Statements$1,078
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Umass Memorial FoundationShrewsbury, MA501(c)(3)Research Grant$421,729
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Benjamin seckler, md (board chairman), is husband to tracy kramer seckler (board member). Earl kramer (treasurer), is father to tracy kramer seckler (board member).

Form 990, Part VI, Section B, Line 11B

Tracy seckler (director) reviewed and approved the draft 990 which was made final upon her approval.

Form 990, Part VI, Section B, Line 12C

Officers, directors and key employees must review the policy annually and sign a declaration that they have complied with the policy.

Form 990, Part VI, Section B, Line 15

Compensation of top management and officers of the organization is developed in consideration of performance and review of relevant competitive benchmarks and submitted to finance board members for approval.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
CHARLEY'S FUND INC
EIN
20-2014968
Phone
4135280400
Address
635 MAIN STREET SUITE 3, GREAT BARRINGTON, MA 01230

Signing Officer

Name
Tracy Kramer Seckler
Title
Co-founder/CEO
Phone
4135280400
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Kramer Seckler
Formed
2004
Legal Domicile
Ma
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
CONDON O'MEARA MCGINTY & DONNELLY LLP
Address
ONE BATTERY PARK PLAZA 7TH FL, NEW YORK, NY 10004
Preparer
Alexander Lazzaruolo
Phone
2126617777
Supplemental Narrative

Additional Explanations

Part III - Line 1

Importantly, amplify the impact of that funding with strategic problem-solving support to both awardees and the broader dmd research community. To beat dmd, it's not enough to find the best research; we also much proactively identify and knock down hurdles that stand in the way of efficient drug development. Since inception, we have directed more than $50m in funding to these efforts, leveraging both our own funding as well as funding from other dmd patient organizations to identify and support the best science in pursuit of treatments and a cure for dmd. In 2024, we dedicated a total of $453,890 to our programmatic efforts. Of this, $421,730 was dedicated to grants and allocations, and $32,160 was dedicated to other programmatic expenses.

Part III - Line 4A

We continued our support of the duchenne program at umass medical school, which we created in 2018. The program is powered by a unique collaboration among the medical, research, and patient communities. Founding clinic director dr. Brenda wong, host institution umass medical center and medical school, and charley's fund work jointly to ensure that the duchenne program the largest dedicated duchenne clinic in the northeast us delivers world-class results on three key goals: 1 deliver comprehensive, integrated care to patients 2 host cutting-edge clinical trials 3 drive original research and discoveries to power the next wave of breakthroughs the duchenne program, now in its sixth year, has nearly 400 patients in its direct care and continues to benefit patients worldwide even if they do not enter its doors in person through sponsored clinical trials, original research, and sharing best practices in research and care with the broader community.

Financial Statement Notes

PART V, LINE 4:

Temporarily restricted net assets consist of contributions that are restricted by the donor for a specific purpose or relate to future periods.

Raw XML AppendixShowing 400 of 470 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0CHARLEY'S FUND'S SINGULAR MISSION IS TO SUPPORT THE DEVELOPMENT OF TREATMENTS AND A CURE FOR DUCHENNE MUSCULAR DYSTROPHY (DMD). WE IDENTIFY AND DIRECT FUNDING TO THE MOST COMPELLING RESEARCH AND TREATMENT PROGRAMS RELATED TO DMD AND, (CONT. ON SCH. O.)
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01906
IRS990/OtherExpensesGrp/ProgramServicesAmt01469
IRS990/OtherExpensesGrp/TotalAmt05114
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt07160
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07160
IRS990/OtherRevenueTotalAmt07160
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0178276
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt079994
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0180
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0180
IRS990/PrincipalOfficerNm0TRACY KRAMER SECKLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0628508
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0550000
IRS990/PYInvestmentIncomeAmt015464
IRS990/PYOtherExpensesAmt0174013
IRS990/PYOtherRevenueAmt040195
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-39846
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0724013
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0684167
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0136532
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0720738
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0868914
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER - 2020 AMOUNT: $ 500. 2023 AMOUNT: $ 40,195. 2024 AMOUNT: $ 7,160. NET GAIN LOSS ON INVESTMENTS OF LLC - 2020 AMOUNT: $ 89. 2021 AMOUNT: $ 111.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0608581
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0628508
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0729763
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01779280
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01178574
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04924706
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012755
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015464
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06693
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02279
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02547
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt039738
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01574
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt07160
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt040195
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0111
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0589
IRS990ScheduleA/OtherIncome170Grp/TotalAmt048055
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.63510
IRS990ScheduleA/PublicSupportPY170Pct00.70200
IRS990ScheduleA/PublicSupportTotal170Amt03183238
IRS990ScheduleA/SubstantialContributorsTotAmt01741468
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0608581
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0628508
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0729763
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01779280
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01178574
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04924706
IRS990ScheduleA/TotalSupportAmt05012499
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0143001
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt070000
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt073001
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0288001
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0143001
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0145000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0840001
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0288001
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0552000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01098758
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0645000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0840001
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0903757
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01417892
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01098758
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0319134
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt063
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012015
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012078
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01078
IRS990ScheduleD/ExpensesSubtotalAmt0490886
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01078
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01078
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0125000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENT - WIDE VISION LLC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05594
IRS990ScheduleD/RevenueNotReportedAmt05594
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01078
IRS990ScheduleD/RevenueSubtotalAmt0627418
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TEMPORARILY RESTRICTED NET ASSETS CONSIST OF CONTRIBUTIONS THAT ARE RESTRICTED BY THE DONOR FOR A SPECIFIC PURPOSE OR RELATE TO FUTURE PERIODS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt063
IRS990ScheduleD/TotalBookValueProgramRltdAmt0125000
IRS990ScheduleD/TotalExpensesPerForm990Amt0491964
IRS990ScheduleD/TotalRevenuePerForm990Amt0628496
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0633012
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0490886
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0421729
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UMASS MEMORIAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0043108190
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0333 SOUTH ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SHREWSBURY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd001545
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL GRANTS ARE PROVIDED UNDER CONTRACTS WITH THE GRANT RECIPIENTS. THE CONTRACTS REQUIRE GRANTEES TO MEET CERTAIN EVENT AND PERFORMANCE MILESTONES AND PERIODIC PROGRESS REPORTS TO CHARLEY'S FUND, INC. ARE REQUIRED. THE BOARD OF DIRECTORS REVIEWS AND APPROVES GRANTS ACCORDING TO THE ORGANIZATION'S POLICY ON FUNDING AND EXPENSE APPROVALS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IMPORTANTLY, AMPLIFY THE IMPACT OF THAT FUNDING WITH STRATEGIC PROBLEM-SOLVING SUPPORT TO BOTH AWARDEES AND THE BROADER DMD RESEARCH COMMUNITY. TO BEAT DMD, IT'S NOT ENOUGH TO FIND THE BEST RESEARCH; WE ALSO MUCH PROACTIVELY IDENTIFY AND KNOCK DOWN HURDLES THAT STAND IN THE WAY OF EFFICIENT DRUG DEVELOPMENT. SINCE INCEPTION, WE HAVE DIRECTED MORE THAN $50M IN FUNDING TO THESE EFFORTS, LEVERAGING BOTH OUR OWN FUNDING AS WELL AS FUNDING FROM OTHER DMD PATIENT ORGANIZATIONS TO IDENTIFY AND SUPPORT THE BEST SCIENCE IN PURSUIT OF TREATMENTS AND A CURE FOR DMD. IN 2024, WE DEDICATED A TOTAL OF $453,890 TO OUR PROGRAMMATIC EFFORTS. OF THIS, $421,730 WAS DEDICATED TO GRANTS AND ALLOCATIONS, AND $32,160 WAS DEDICATED TO OTHER PROGRAMMATIC EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WE CONTINUED OUR SUPPORT OF THE DUCHENNE PROGRAM AT UMASS MEDICAL SCHOOL, WHICH WE CREATED IN 2018. THE PROGRAM IS POWERED BY A UNIQUE COLLABORATION AMONG THE MEDICAL, RESEARCH, AND PATIENT COMMUNITIES. FOUNDING CLINIC DIRECTOR DR. BRENDA WONG, HOST INSTITUTION UMASS MEDICAL CENTER AND MEDICAL SCHOOL, AND CHARLEY'S FUND WORK JOINTLY TO ENSURE THAT THE DUCHENNE PROGRAM THE LARGEST DEDICATED DUCHENNE CLINIC IN THE NORTHEAST US DELIVERS WORLD-CLASS RESULTS ON THREE KEY GOALS: 1 DELIVER COMPREHENSIVE, INTEGRATED CARE TO PATIENTS 2 HOST CUTTING-EDGE CLINICAL TRIALS 3 DRIVE ORIGINAL RESEARCH AND DISCOVERIES TO POWER THE NEXT WAVE OF BREAKTHROUGHS THE DUCHENNE PROGRAM, NOW IN ITS SIXTH YEAR, HAS NEARLY 400 PATIENTS IN ITS DIRECT CARE AND CONTINUES TO BENEFIT PATIENTS WORLDWIDE EVEN IF THEY DO NOT ENTER ITS DOORS IN PERSON THROUGH SPONSORED CLINICAL TRIALS, ORIGINAL RESEARCH, AND SHARING BEST PRACTICES IN RESEARCH AND CARE WITH THE BROADER COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BENJAMIN SECKLER, MD (BOARD CHAIRMAN), IS HUSBAND TO TRACY KRAMER SECKLER (BOARD MEMBER). EARL KRAMER (TREASURER), IS FATHER TO TRACY KRAMER SECKLER (BOARD MEMBER).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRACY SECKLER (DIRECTOR) REVIEWED AND APPROVED THE DRAFT 990 WHICH WAS MADE FINAL UPON HER APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICERS, DIRECTORS AND KEY EMPLOYEES MUST REVIEW THE POLICY ANNUALLY AND SIGN A DECLARATION THAT THEY HAVE COMPLIED WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPENSATION OF TOP MANAGEMENT AND OFFICERS OF THE ORGANIZATION IS DEVELOPED IN CONSIDERATION OF PERFORMANCE AND REVIEW OF RELEVANT COMPETITIVE BENCHMARKS AND SUBMITTED TO FINANCE BOARD MEMBERS FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III - LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART III - LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0CHARLEY'S FUND VENTURES LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0275009330
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt03085599
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0FUND RAISING
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0635 MAIN STREET
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0GREAT BARRINGTON
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd001230
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0202014968
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0RELATED
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0INVESTMENT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0WIDE VISION DMD CAPITAL LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ShareOfEOYAssetsAmt0125000
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt02266 WEST END
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0NEW YORK
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd010025
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/StatesWhereCopyOfReturnIsFldCd1MA
IRS990/StatesWhereCopyOfReturnIsFldCd2NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01028035
IRS990/TotalAssetsEOYAmt01076613

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