2023-07-31T13:45:35-05:00 2022-09-30 042536173 LIVINGSTON & HAYNES PC 40 GROVE STREET WELLESLEY MA 024827711 990 2021-10-01 043327883 TRAVIS ROY FOUNDATION TRAV 6172277940 HEMENWAY BARNES 75 STATE ST BOSTON MA 02109 ARTHUR B PAGE CHAIR OF THE BOARD OF TRUSTEES 6172277940 2023-07-26 1 ARTHUR PAGE 999009999 WENDI HAYNES P00176030 7812373339 2023-07-26 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X ARTHUR B PAGE 75 STATE STREET BOSTON MA 02109 4963020 0 X WWW.TRAVISROYFOUNDATION.ORG X 1996 MA THE PRIMARY FOCUS OF THE TRUST IS THE REHABILITATION OF SPINAL CORD INJURIES AND RESEARCH AND EDUCATIONAL PROGRAMS RELATING TO SUCH INJURIES. X 9 9 0 10 0 0 1931428 1374041 0 0 105248 1371690 0 0 2036676 2745731 1388946 5990844 0 0 0 0 0 0 77904 148792 99700 1537738 6090544 498938 -3344813 6440233 1235868 968933 307182 5471300 928686 X THE PRIMARY FOCUS OF THE TRUST IS THE REHABILITATION OF SPINAL CORD INJURIES AND RESEARCH AND EDUCATIONAL PROGRAMS RELATING TO SUCH INJURIES. 0 1 1213646 1211233 SUPPORT TO ENCHANCE THE LIVES OF INDIVIDUALS WITH SPINAL CORD INJURIES AND THEIR FAMILIES BY PROVIDING ADAPTIVE EQUIPMENT RESULTING IN SELF-RELIANCE AND THE ABILITY TO BE AS INDEPENDENT AS POSSIBLE. 82524 80111 SUPPORT TO FIND A CURE FOR SPINAL CORD INJURIES THROUGH FUNDING OF RESEARCH. 4701914 4699500 SUPPORT TO ENCHANCE THE LIVES OF INDIVIDUALS WITH SPINAL CORD INJURIES AND FIND A CURE FOR SPINAL CORD INJURIES THROUGH FUNDING OF ORGANIZATIONS. 5998084 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 MA X X X HEMENWAY & BARNES LLP 6172277940 75 STATE STREET BOSTON MA 02109 ARTHUR B PAGE CHAIR OF THE BOARD OF TRUS 5.00 1.00 X X 0 0 0 DANIEL E RONAN TRUSTEE 1.00 1.00 X X 0 0 0 STEVEN MCLAUGHLIN TRUSTEE 1.00 1.00 X 0 0 0 BENTON BURGESS TRUSTEE 1.00 1.00 X 0 0 0 LEE ROY TRUSTEE 1.00 1.00 X 0 0 0 KEITH VAN ORDEN TRUSTEE 1.00 1.00 X 0 0 0 EDWARD FARRINGTON TRUSTEE 1.00 1.00 X 0 0 0 TOBE BERKOVITZ TRUSTEE 1.00 1.00 X 0 0 0 JOHN BUTTERWORTH TRUSTEE 1.00 1.00 X 0 0 0 LISA KIELT DIRECTOR 25.00 25.00 X 0 101923 0 0 101923 0 0 0 0 0 0 756327 617714 3213 1374041 23710 23710 2865269 700000 1521695 695594 1343574 4406 1347980 1347980 2745731 0 0 1371690 4699500 4699500 1211233 1211233 80111 80111 6150 6150 34442 34442 14481 7240 7241 CREDIT CARD PROCESSING 22030 22030 LITTLE FENWAY EXPENSES 19680 19680 POSTAGE 1752 1752 FILING FEES 1020 1020 145 145 6090544 5998084 14556 77904 234319 4855 2316233 343173 3730 299990 350000 77893 66893 690893 11000 3195058 226850 6440233 1235868 966433 307182 2500 0 968933 307182 X 5471300 928686 5471300 928686 6440233 1235868 -3344813 -1197801 0 X X 0 1 X 1 0 X 2901859 2214598 1115520 1931428 1374041 9537446 2901859 2214598 1115520 1931428 1374041 9537446 122243 9415203 38121 61218 56610 46864 23710 226523 9763969 0.96430 0.95230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 3474767 164343 3300000 339110 2995598 479169 3474767 2656609 338989 2995598 1700645 800000 155964 2656609 1415481 100000 185164 1700645 1.00000 0 0 34805 34805 0 43088 32088 11000 11000 X PART V, LINE 4: TO PROVIDE LONG TERM SUPPORT TO FURTHER THE ORGANIZATION'S MISSION. PART X, LINE 2: THE FOUNDATION RECOGNIZES THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE TAX POSITION. ANY TAX BENEFITS RECONGIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE RESOLUTION. THE ORGANIATION HAS ANALYZED TAX POSITIONS TAKEN, AND HAS CONCLUDED THAT NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS SHOULD BE RECORDED RELATED TO UNCERTAIN TAX POSITIONS TAKEN ON THE RETURNS FILED FOR OPEN YEARS (FISCAL YEARS ENDED SEPTEMBER 30, 2019, 2020 AND 2021) OR EXPECTED TO BE TAKEN IN THE TAX RETURNS FOR SEPTEMBER 30, 2022. THE ORGANIZATION IDENTIFIES ITS MAJOR TAX JURISDICTION AS U.S. FEDERAL AND THE COMMONWEALTH OF MASSACHUSETTS; HOWEVER THE ORGANIZATION IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT IS REASONABLY POSSIBLE THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE MATERIALLY IN THE NEXT TWELVE MONTHS. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS (IF ANY) IN INCOME TAX EXPENSES. NO SUCH INTEREST AND PENALTIES HAVE BEEN RECOGNIZED AS OF SEPTEMBER 30, 2022 AND 2021. 1 0 0 0 0 0 0 0 0 0 EUROPE RESEACH GRANT TO SUPPORT RECOVERY FROM SPINAL CORD INJURY SPECIFIC TO UPPER BODY MOBILITY. 80111 WIRE 0 1 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION RECEIVES PROGRESS REPORTS AND UPDATES FROM THE GRANTEE ON THE USE OF THE GRANT FUNDS. PART III ACCOUNTING METHOD: 1 SHEPHERD CENTER FOUNDATION 2020 PEACHTREE ROAD NW ATLANTA GA 30309 201238224 501(C)(3) 2500000 0 ENDOWED PROGRAM TO ALLOW THOSE LIVING WITH QUADRIPLEGIA TO HAVE INCREASED INDEPENDANCE AND CONTROL OVER THEIR DAILY ACTIIVIES AND LIVES. PROVIDING TECHNOLOGY AND LIFE AIDS AS WELL AS TRAINING EVALUATION, REFINEMENTS AND ENHANCEMENTS. SPAULDING REHABILITATION HOSPITAL 300 1ST AVE CHARLESTOWN MA 02129 042551124 501(C)(3) 2125000 0 ENDOWED PROGRAM TO ALLOW THOSE LIVING WITH QUADRIPLEGIA TO HAVE INCREASED INDEPENDANCE AND CONTROL OVER THEIR DAILY ACTIIVIES AND LIVES. PROVIDING TECHNOLOGY AND LIFE AIDS AS WELL AS TRAINING EVALUATION, REFINEMENTS AND ENHANCEMENTS. MARK BAVIS LEADERSHIP FOUNDATION 30 EASTBROOK ROADE STE 101 DEDHAM MA 02026 710876849 501(C)(3) 50000 0 SUPPORT GARDEN OF DREAMS FOUNDATION TWO PENN PLAZA 15TH FLOOR NEW YORK NY 10121 133979726 501(C)(3) 15000 0 SUPPORT 4 0 GRANTS FOR ADAPTIVE EQUIPMENT INCLUDING WHEELCHAIRS, COMPUTERS, LIFT SYSTEMS, ELEVATORS, RAMP INSTALLATIONS, HOME MODIFICATIONS, CAR MODIFICATIONS, HAND CONTROLS, CAR, ETC. 166 1211233 PART I, LINE 2: THE FOUNDATION RECEIVES PROGRESS REPORTS AND UPDATES FROM GRANTEES ON THE USE OF FUNDS. CASH 2022-09-22 2500000 CASH 201238224 SHEPHERD CENTER FOUNDATION INC 2020 PEACHTREE ROAD NW ATLANTA GA 30309 501 (C) 3 CASH 2022-09-29 2125000 CASH 042551124 THE SHAULDING REHABILITATION HOSPITAL CORPORATION OF BOSTON 300 FIRST AVENUE CHARLESTOWN MA 02129 501 (C) 3 0 0 0 0 FORM 990, PART III, LINE 3 THE ORGANIZATION IS IN THE PROCESS OF WINDING DOWN ITS OPERATIONS IN ACCORDANCE WITH THE WISHES OF ITS LATE FOUNDER TRAVIS ROY. DURING THE YEAR THE ORGANIZATION STOPPED ACCEPTING NEW GRANT APPLICATIONS AND IS PAYING DOWN THE APPROVED OUTSTANDING GRANTS. THE ORGANIZATION ALSO MADE LARGE GRANTS TO TWO OTHER ORGANIZATIONS DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 2 KEITH VANORDEN IS LEE ROY'S SON-IN-LAW. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION'S INFORMATIONAL RETURNS ARE SUPPLIED TO THE BOARD OF TRUSTEES. A COMMITTEE OF THE BOARD OF TRUSTEES WILL REVIEW THE FORM 990 IN DEPTH AND THEN IT WILL BE DISTRIBUTED TO THE ENTIRE BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES ARE ASKED EACH YEAR TO COMPLETE AND FILE WITH THE ORGANIZATION A DISCLOSURE STATEMENT IDENTIFYING ANY POSSIBLE CONFLICTS OF INTEREST. THE REQUIREMENT IS REVIEWED AT MEETINGS OF THE BOARD OF TRUSTEES. WHERE CONFLICTS ARE IDENTIFIED, THE CONFLICTED BOARD MEMBER DOES NOT PARTICIPATE IN THE VOTE PERTAINING TO THE MATTER GIVING RISE TO THE POTENTIAL CONFLICT. FORM 990, PART VI, SECTION C, LINE 18 THE RETURNS ARE AVAILABLE FOR INSPECTION BY THE PUBLIC UPON REQUEST ON OUR WEBSITE AND THROUGH GUIDESTAR WEBSITE AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT OR SELECTION HAS NOT CHANGED. TRAVIS ROY FOUNDATION LLC 101 HUNTINGTON AVE 520 BOSTON MA 02199 TO SUPPORT THE TRAVIS ROY FOUNDATION DE 5483 351110 TRAVIS ROY FOUNDATION TRAVIS ROY FOUNDATION INC 101 HUNTINGTON AVE 520 BOSTON MA 02199 451618706 REHABILITATION, RESEARCH SPINAL CORD INJURIES MA 501(C)(3) 509(A)(3)I TRAVIS ROY FOUNDATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0