2019-08-15T08:42:02-05:00 2018-09-30 042536173 LIVINGSTON & HAYNES PC 40 GROVE STREET WELLESLEY MA 024827711 990 2017-10-01 043327883 TRAVIS ROY FOUNDATION TRAV 8573174880 101 HUNTINGTON AVENUE SUITE 520 BOSTON MA 02199 TRAVIS ROY PRESIDENT & TRUSTEE 8573174880 2019-08-13 1 WENDI HAYNES P00176030 7812373339 2019-08-13 50.79.169.35 2019-08-13 12:43:28 ED P 5210A32BF78D2CB08D561EB6DA273F9C9FD50ED4 21BBCB74849E0A9209597F3313AC3B9A0A808E08 2017 2019-02-21 02:37:17Z ARTHUR B PAGE 75 STATE STREET BOSTON MA 02109 3448528 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. 10 9 5 23 0 0 806605 2901859 0 0 41902 74718 0 0 848507 2976577 748566 757189 0 0 112287 203811 0 0 173009 113936 178021 974789 1139021 -126282 1837556 2944245 3852712 1260209 201400 1684036 3651312 THE PRIMARY FOCUS OF THE TRUST IS THE REHABILITATION OF SPINAL CORD INJURIES AND RESEARCH AND EDUCATIONAL PROGRAMS RELATING TO SUCH INJURIES. 0 0 422136 343832 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. 413357 413357 SUPPORT TO FIND A CURE FOR SPINAL CORD INJURIES THROUGH FUNDING OF RESEARCH. 835493 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 X 10 9 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 MA X X HEMENWAY & BARNES LLP 6172277940 75 STATE STREET BOSTON MA 02109 TRAVIS ROY FOUNDER & TRUSTEE 15.00 30.00 X X 26500 0 0 ARTHUR B PAGE VICE PRES, ASST. SEC & TRU 5.00 1.00 X X 0 0 0 DANIEL E RONAN TREASURER & 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 OF OPERATIONS 25.00 25.00 X 53365 0 0 MARGE OPPOLD EXECUTIVE DIRECTOR 25.00 25.00 X 24869 0 0 104734 0 0 0 0 0 0 0 2194288 707571 274136 2901859 38121 38121 508548 471951 36597 36597 36597 2976577 0 0 74718 413357 413357 343832 343832 38057 17125 3806 17126 151167 36666 67778 46723 14587 4110 5598 4879 2150 2150 16200 16200 55 55 4683 4683 55990 16667 22657 16666 565 565 49471 3494 3493 42484 CREDIT CARD PROCESSING 25845 25845 MISCELLANEOUS 17964 3092 14872 POSTAGE 4842 242 241 4359 FILING FEES 250 250 6 6 1139021 835493 130519 173009 929 3973 644584 1314884 25000 25000 15850 893935 73946 866371 819989 1407361 1673016 2944245 3852712 651 6627 220936 189773 1038622 5000 1260209 201400 X 1666254 3643406 17782 7906 1684036 3651312 2944245 3852712 1837556 129720 0 X X 0 1 X 1 0 X 994913 630359 1381872 806605 2901859 6715608 994913 630359 1381872 806605 2901859 6715608 347928 6367680 6931 8457 13174 25434 38121 92117 6807725 0.93540 0.93920 X 0 1415481 100000 185164 1700645 1603618 211863 400000 1415481 558040 980500 65078 1603618 461909 100000 -3869 558040 291095 125000 45814 461909 1.00000 0 0 56131 56131 759911 56991 702920 34805 10441 24364 43088 6514 36574 819989 SECURITY DEPOSIT PAYABLE 5000 5000 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 ULITIMATE 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, 2015, 2016 AND 2017) OR EXPECTED TO BE TAKEN IN THE TAX RETURNS FOR SEPTEMBER 30, 2018. 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, 2018 AND 2017. 1 CHRISTOPHER & DANA REEVE FOUNDATION 636 MORRIS TURNPIKE SHORE HILLS NJ 07078 222939536 501(C)(3) 85000 RESEARCH INTO REPAIR OF SPINAL CORD INJURY HARVARD UNIVERSITY -MACKLIS LABORATORY 7 DIVINITY AVENUE CAMBRIDGE MA 02138 042103580 501(C)(3) 165000 RESEARCH INTO REPAIR OF SPINAL CORD INJURY BURKE-CORNELL MEDICAL RESEARCH INSTITUTE 785 MAMARONECK AVENUE WHITE PLAINS NY 10605 710876849 501(C)(3) 152857 RESEARCH INTO REPAIR OF SPINAL CORD INJURY 3 0 GRANTS FOR ADAPTIVE EQUIPMENT INCLUDING WHEELCHAIRS, COMPUTERS, LIFT SYSTEMS, ELEVATORS, RAMP INSTALLATIONS, HOME MODIFICATIONS, CAR MODIFICATIONS, HAND CONTROLS, CAR, ETC. 128 343832 0 PART I, LINE 2: THE FOUNDATION RECEIVES PROGRESS REPORTS AND UPDATES FROM GRANTEES ON THE USE OF FUNDS. X 3 274136 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 LEE ROY AND TRAVIS ROY ARE FATHER AND SON. KEITH VANORDEN IS TRAVIS ROY'S BROTHER-IN-LAW AND 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 B, LINE 15 MR.ROY'S COMPENSATION IS REVIEWED BY INDEPENDENT AND UNRELATED MEMBERS OF THE BOARD OF TRUSTEES. MR. ROY SPENDS 45 HOURS A WEEK ON FOUNDATION MATTERS AND IS CRITICAL TO ITS SUCCESS AND MISSION. THE INDEPENDENT DIRECTORS REVIEW THE COMPENSATION LEVEL OF COMPARABLE FOUNDATION OFFICERS BASED ON PUBLICLY AVAILABLE DATA. HIS COMPENSATION HAS BEEN DETERMINED TO BE BELOW MARKET. FORM 990, PART VI, SECTION C, LINE 18 THE RETURNS ARE AVAILABLE FOR INSPECTION BY THE PUBLIC UPON REQUEST 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 5873 1339411 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