CHARLEYS FUND INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
CHARLEYS FUND INC (EIN 20-2014968)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201243209349307899
Schema version
2011v1.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-15T16:08:26-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CONDON O'MEARA MCGINTY & DONNELLY LBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1ONE BATTERY PARK PLAZAAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100041405ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN202014968EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CHARLEY'S FUND INCBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% TRACY SECKLER/THE FUNDInCareOfName
Name ControlCHARNameControl
Phone4135280400Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1635 MAIN STREET SUITE 3AddressLine1
CityGREAT BARRINGTONCity
StateMAState
ZIP Code01230ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBENJAMIN SECKLERName
TitlePRESIDENTTitle
Date Signed2012-11-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone2126617777Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Name Of Principal Officer PersonBENJAMIN SECKLER MDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1635 MAIN STREET SUITE 3AddressLine1
CityGREAT BARRINGTONCity
StateMAState
ZIP Code01230ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1633889GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.CHARLEYSFUND.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2004YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionFORMED FOR THE PURPOSE OF RAISING MONEY TO FUND A CURE OR TREATMENT FOR DUCHENNE MUSCULAR DYSTROPHY.ActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members3NbrIndependentVotingMembers
Total Nbr Employees4TotalNbrEmployees
Total Nbr Volunteers4TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1407549ContributionsGrantsPriorYear
Contributions Grants Current Year1580560ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year5526InvestmentIncomePriorYear
Investment Income Current Year1593InvestmentIncomeCurrentYear
Other Revenue Prior Year36247OtherRevenuePriorYear
Other Revenue Current Year33167OtherRevenueCurrentYear
Total Revenue Prior Year1449322TotalRevenuePriorYear
Total Revenue Current Year1615320TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year533308GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY259000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year418786SalariesEtcPriorYear
Salaries Etc Current Year163888SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year59663TotalFundrsngExpCurrentYear
Other Expense Prior Year229247OtherExpensePriorYear
Other Expenses Current Year213863OtherExpensesCurrentYear
Total Expenses Prior Year1181341TotalExpensesPriorYear
Total Expenses Current Year636751TotalExpensesCurrentYear
Revenues Less Expenses Prior Year267981RevenuesLessExpensesPriorYear
Revenues Less Expenses CY978569RevenuesLessExpensesCY
Total Assets BOY3231789TotalAssetsBOY
Total Assets EOY3783996TotalAssetsEOY
Total Liabilities BOY957471TotalLiabilitiesBOY
Total Liabilities EOY645646TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2274318NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY3138350NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSEE SCHEDULE OMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense420570Expense
Grants259000Grants
Revenue0Revenue
DescriptionDUCHENNE MUSCULAR DYSTROPHY - SEE SCHEDULE ODescription
Total Program Service Expense420570TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvesttrueReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPtrueLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109613NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees4NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members3NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonTRACY SECKLERTHE FUNDNamePerson
Telephone Number4132984300TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line138 MAIN STREETAddressLine1
CitySTOCKBRIDGECity
StateMAState
ZIP Code01262ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficer
BENJAMIN SECKLER MD
PRESIDENT15.0XX
EARL KRAMER
TREASURER2.0XX
KATHE KRAMER CHASE
BOARD MEMBER5.0X
KAREN CLIMO
CLERK5.0XX
RANDY REIFF
BOARD MEMBER2.0X
TRACY KRAMER SECKLER
BOARD MEMBER2.0X
Ellen Wilner
BOARD MEMBER2.0X
FieldValueIRS element (for citing)
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events9191FundraisingEvents
All Other Contributions1571369AllOtherContributions
Total Contributions1580560TotalContributions
Total Program Service Revenue0TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1593TotalRevenueColumn
Exclusion$1,593ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Gross Income Fundraising Events4550GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events9191CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses413FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column4137TotalRevenueColumn
Exclusion$4,137ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Gross Sales Of Inventory47186GrossSalesOfInventory
Cost Of Goods Sold18156CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column29030TotalRevenueColumn
Related Or Exempt Function Income29030RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1615320TotalRevenueColumn
Related Or Exempt Function Income29030RelatedOrExemptFunctionIncome
Exclusion$5,730ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total259000Total
Program Services259000ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total0Total

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total139649Total
Program Services99616ProgramServices
Management And General24701ManagementAndGeneral
Fundraising15332Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total1385Total
Program Services1385ProgramServices

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total11553Total
Program Services11553ProgramServices

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total11301Total
Program Services11301ProgramServices

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total18272Total
Management And General18272ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total27154Total
Management And General27154ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total67526Total
Program Services35869ProgramServices
Management And General12823ManagementAndGeneral
Fundraising18834Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total36761Total
Management And General12882ManagementAndGeneral
Fundraising23879Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total7150Total
Management And General6150ManagementAndGeneral
Fundraising1000Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total3560Total
Program Services1846ProgramServices
Management And General1446ManagementAndGeneral
Fundraising268Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total

Interest Interest

FieldValueIRS element (for citing)
Total30626Total
Management And General30626ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1647Total
Management And General1647ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total8089Total
Management And General7739ManagementAndGeneral
Fundraising350Fundraising

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Total13078Total
Management And General13078ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total636751Total
Program Services420570ProgramServices
Management And General156518ManagementAndGeneral
Fundraising59663Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY13119BOY
EOY-1000EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY593008BOY
EOY144347EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY114324BOY
EOY108431EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY15888BOY
EOY27555EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1926BOY
EOY3623EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis8861LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec5725LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY4783BOY
EOY3136EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY2488241BOY
EOY3497404EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY500BOY
EOY500EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY3231789BOY
EOY3783996EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY59331BOY
EOY15779EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY898140BOY
EOY629867EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY957471BOY
EOY645646EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2274318BOY
EOY3138350EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2274318BOY
EOY3138350EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3231789BOY
EOY3783996EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses978569ReconcilationRevenueExpenses
Reconcilation Other Changes-114537ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2983623CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3068077CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1613439CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1407549CurrentTaxYearMinus1Year
Current Tax Year1580560CurrentTaxYear
Total10653248Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2983623CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3068077CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1613439CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1407549CurrentTaxYearMinus1Year
Current Tax Year1580560CurrentTaxYear
Total10653248Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total2798828AmountsSubstContributorsTotal
Public Support Total1707854420PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years79928CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years16715CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5451CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5526CurrentTaxYearMinus1Year
Current Tax Year1593CurrentTaxYear
Total109213Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-65CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years97CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years-807CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year0CurrentTaxYearMinus1Year
Current Tax Year0CurrentTaxYear
Total-775Total
FieldValueIRS element (for citing)
Total Support10761686TotalSupport
Gross Receipts From Admissions Etc913743GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.72985PublicSupportPertcentage170
Public Support Pertcent Prior Year0.61859PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
Current Year Minus3 YearsCurrentYearMinus3Years
LandLand
BuildingsBuildings

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis963OtherCostOrOtherBasis
Depreciation289Depreciation
Book Value674BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis3843OtherCostOrOtherBasis
Depreciation3322Depreciation
Book Value521BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis4055OtherCostOrOtherBasis
Depreciation2114Depreciation
Book Value1941BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings3136TotalOfBookValueLandBuildings

Investments Program Related InvestmentsProgramRelated (6 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
INVESTMENT IN PROSENSA, B.V.652516C
INVESTMENT IN DMD THERAPIES,LL748955C
INVESTMENT IN DMD SOLUTIONS,LL114487C
INVESTMENT IN TCW CATALYST,LLC998925C
INVESTMENT IN CHARLEY'S FUND776000C
INVESTMENT IN DART THERAPEUTIC206521C
FieldValueIRS element (for citing)
Total Of Book Value Program Related3497404TotalOfBookValueProgramRelated
Federal Income Tax Liability0FederalIncomeTaxLiability
Total Of Amounts0TotalOfAmounts
Total Revenue1615320TotalRevenue
Total Expenses636751TotalExpenses
Excess Or Deficit For Year978569ExcessOrDeficitForYear
Net Unrealized GL On Investments-114537NetUnrealizedGLOnInvestments
Total Adjustments-114537TotalAdjustments
Excess Or Deficit Per FS864032ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1639856TotRevenueEtcAuditedFinclStmt
Donated Srvc And Use Of Facilities24536DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F99024536RevenueNotRptdF990
Revenue Subtotal1615320RevenueSubtotal
Total Revenue Per Form9901615320TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt661287TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities24536DonatedServicesUseOfFacilities
Expenses Not Rptd F99024536ExpensesNotRptdF990
Expenses Subtotal636751ExpensesSubtotal
Total Expenses Per Form990636751TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierOTHER LIABILITIESIdentifier
Return ReferencePART X - LINE 2ReturnReference
ExplanationAs of December 31, 2011, no amounts have been recognized for uncertain income tax positions. The Organization's tax returns for the year 2008 and forward are subject to the usual review by the appropriate taxing authorities.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
DARIUS GOES WEST
135 PINE TOPS COURTATHENSGA30606521640403501(c)(3)24000FILM PRODUCTION OF EDUCATIONAL FILM TO RAISE AWARENESS REGARDING DUCHENNE MUSCULAR DYSTROPHY
HUGO W MOSER RESEARCH INSTITUTE
707 NORTH BROADWAYBALTIMOREMD21205521524967501(C)(3)35000GRANT
CINCINNATI CHILDREN'S HOPSITAL MEDICAL CTR (CCHMC)
3333 BURNET AVENUECINCINNATIOH45229501(C)(3)200000GRANT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants3TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierGRANT MONITORINGIdentifier
Return ReferenceSCHEDULE I PART I, LINE 2ReturnReference
ExplanationALL 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 ALL CONTRACTS AND PROGRESS REPORTS.Explanation

Schedule L IRS990ScheduleL

Loan Table LoanTable

FieldValueIRS element (for citing)
Name PersonEARL KRAMERNamePerson
Purpose Of LoanRESEARCH GRANTPurposeOfLoan
Loan From OrganizationXLoanFromOrganization
Original Principal$1,200,000OriginalPrincipalAmount
Balance Due629867BalanceDue
DefaultfalseDefault
Approved By BoardtrueApprovedByBoard
Written AgreementtrueWrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due629867TotalBalanceDue

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSPART III - LINE 1THE PURPOSE OF CHARLEY'S FUND, INC. IS BEING ACHIEVED BY MAKING STRATEGIC GRANTS AND RELATED INVESTMENTS IN TRANSITIONAL RESEARCH (RESEARCH THAT FOCUSES ON MOVING SCIENCE FROM THE LAB INTO HUMAN CLINICAL TRIALS) BEING PERFORMED BY RESEARCHERS, SCIENTISTS AND PHYSICIANS WHO ARE PUSHING THE ENVELOPE OF DUCHENNE MUSCULAR DYSTROPHY TREATMENT. HISTORICALLY, MOST OF THE FUNDS RAISED FOR DUCHENNE HAVE SUBSIDIZED THE TREMENDOUS COST OF CARING FOR CHILDREN WITH THIS BRUTAL DISEASE, NOT RESEARCH TO CURE IT. SEVERAL ESTABLISHED ORGANIZATIONS PROVIDE HELPFUL SERVICES FOR FAMILIES STRUGGLING TO PROVIDE FOR THEIR DMD-AFFLICTED CHILDREN. IN CONTRAST, OUR SOLE MISSION IS TO FUND A CURE OR TREATMENT FOR DUCHENNE. WE INVEST OUR MONEY IN TRANSLATIONAL RESEARCH - RESEARCH THAT FOCUSES ON MOVING SCIENCE FROM THE LAB INTO HUMAN CLINICAL TRIALS.
STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSPART III - LINE 4ACLINICAL TRIAL AT HUGO MOSER RESEARCH INSTITUTE (KENNEDY KRIEGER INSTITUTE). WE ARE SUPPORTING A CLINICAL TRIAL FOR CHILDREN WITH DMD TO TEST REVATIO, A HEART MEDICATION. CLINICAL TRIAL AT CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER. WE ARE SUPPORTING A CLINICAL TRIAL TO TEST INCREUX, A MUSCLE MEMBRANE STABILIZER. PSYCHOGENICS - TESTING FDA - APPROVED DWGS IN THE MOUSE MODEL FOR DMD.
GOVERNANCE, MANAGEMENT, AND DISCLOSUREPART VI, SECTION A. - QUESTION 2BENJAMIN SECKLER, MD (PRESIDENT), IS HUSBAND TO TRACY KRAMER SECKLER (BOARD MEMBER). EARL KRAMER (TREASURER), IS FATHER TO TRACY KRAMER SECKLER (BOARD MEMBER). KATHE KRAMER CHASE (BOARD MEMBER), AND TRACY KRAMER SECKLER (BOARD MEMBERS), ARE SISTERS.
GOVERNANCE, MANAGEMENT, AND DISCLOSUREPART VI, SECTION B. - QUESTION 11BTO REVIEW THE FORM 990, THE DOCUMENT IS DISTRIBUTED BY THE PRESIDENT TO THE BOARD MEMBERS. BOARD MEMBERS ARE ASKED TO REVIEW THE DOCUMENT AND SUBMIT QUESTIONS VIA E-MAIL.
GOVERNANCE, MANAGEMENT, AND DISCLOSUREPART VI, SECTION B. - QUESTION 12CANNUALLY BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO REVIEW THE POLICY AND CONSENT WITH COMPLYING.
GOVERNANCE, MANAGEMENT, AND DISCLOSUREPART VI, SECTION B. - QUESTION 15BTHE ORGANIZATION'S CEO AND TOP MANAGEMENT OFFICIALS RECEIVE NO COMPENSATION. SALARIES FOR OTHER EMPLOYEES ARE REVIEWED AND APPROVED BY THE BOARD ANNUALLY.
GOVERNANCE, MANAGEMENT, AND DISCLOSUREPART VI, SECTION C. - QUESTION 19THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC.
RECONCILIATION OF NET ASSETSPART XI - LINE 55. LOSS ON INVESTMENTS IN LIMITED LIABILITY COMPANIES: -114,537.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1DARIUS GOES WEST INCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1C/O LOGAN SMALLEY 135 PINE TOPS CTAddressLine1
CityATHENSCity
StateGAState
ZIP Code30606ZIPCode
FieldValueIRS element (for citing)
EIN262174272EIN
Primary ActivitiesFUNDRAISINGPrimaryActivities
Legal Domicile StateGALegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status509(A)(3)PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1
FieldValueIRS element (for citing)
Controlled OrgfalseControlledOrg

Form990 Schedule R Part III Form990ScheduleRPartIII (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Predominant Income TypePredominantIncomeTypeShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsDisproportionate AllocationsDisproportionateAllocationsCode VCodeVAmountGeneral Or Managing PartnerGeneralOrManagingPartnerPercentage OwnershipPercentageOwnershipLegal Domicile Foreign CountryLegalDomicileForeignCountry
DMD THERAPIES LLC
36 MAIN STREETSTOCK BRIDGEMA01262261371428INVESTMENTMANARELATED-530748955false$0true0.25000
DMD SOLUTIONS LLC
36 MAIN STREETSTOCK BRIDGEMA01262271107747INVESTMENTMANARELATED-192114487false$0true0.25000
TCW CATALYST LLC
2900 THOMAS AVENUE SOUTH APT 2416MINNEAPOLISMN55416208875302INVESTMENTMNNARELATED-237998925false$0false0.33300
PROSENSA BV
INVESTMENTNARELATED654516false$0false0.03000NL
CHARLEY'S FUND VENTURES LLC
INVESTMENTDENARELATED776000false$0true
DART therapeutics llc
900600955INVESTMENTMANARELATED-153417206521false$0true0.50000
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1DARIUS GOES WESTBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeBTransactionType
Amount Involved24000AmountInvolved
Method Of Amt DeterminationCASHMethodOfAmtDetermination

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