TRAVIS ROY FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: TRAVIS ROY FOUNDATION (EIN 04-3327883)
Tax period: 2015-10-01 to 2016-09-30
Filed: 2017-08-15
IRS object ID: 201712279349302901
Schema version: 2015v3.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-08-15T13:45:53-05:00	ReturnTs
Tax Period End	2016-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	042536173	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LIVINGSTON & HAYNES PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	40 GROVE STREET	AddressLine1Txt
City	WELLESLEY	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	024827711	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2015-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	043327883	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TRAVIS ROY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	TRAV	BusinessNameControlTxt
Phone	6172277940	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	HEMENWAY BARNES LLP 75 STATE STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ARTHUR B PAGE	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6172277940	PhoneNum
Signature	2017-08-09	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	WENDI HAYNES	PreparerPersonNm
PTIN	P00176030	PTIN
Phone	7812373339	PhoneNum
Preparation	2017-08-09	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	ARTHUR B PAGE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	75 STATE STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,536,238	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.TRAVISROYFOUNDATION.ORG	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1996	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	THE PRIMARY FOCUS OF THE TRUST IS THE REHABILITATION OF SPINAL CORD INJURIES AND RESEARCH AND EDUCATIONAL PROGRAMS RELATING TO SUCH INJURIES.	ActivityOrMissionDesc
Voting Members Governing Body	10	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	2	TotalEmployeeCnt
Total Volunteers	50	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$630,359	PYContributionsGrantsAmt
CY Contributions Grants	$1,381,872	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$11,923	PYInvestmentIncomeAmt
CY Investment Income	$7,336	CYInvestmentIncomeAmt
PY Other Revenue	$29,882	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$672,164	PYTotalRevenueAmt
CY Total Revenue	$1,389,208	CYTotalRevenueAmt
PY Grants And Similar Paid	$571,937	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$649,089	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$52,735	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$54,009	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$71,500	CYTotalFundraisingExpenseAmt
PY Other Expenses	$50,531	PYOtherExpensesAmt
CY Other Expenses	$77,951	CYOtherExpensesAmt
PY Total Expenses	$675,203	PYTotalExpensesAmt
CY Total Expenses	$781,049	CYTotalExpensesAmt
PY Revenues Less Expenses	-$3,039	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$608,159	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,191,989	TotalAssetsBOYAmt
Total Assets EOY	$2,331,491	TotalAssetsEOYAmt
Total Liabilities BOY	$173,718	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$700,598	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,018,271	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,630,893	NetAssetsOrFundBalancesEOYAmt
Mission	THE PRIMARY FOCUS OF THE TRUST IS THE REHABILITATION OF SPINAL CORD INJURIES AND RESEARCH AND EDUCATIONAL PROGRAMS RELATING TO SUCH INJURIES.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$310,629	ExpenseAmt
Grant	$310,629	GrantAmt
Desc	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.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$338,460	ExpenseAmt
Grant	$338,460	GrantAmt
Desc	SUPPORT TO FIND A CURE FOR SPINAL CORD INJURIES THROUGH FUNDING OF RESEARCH.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$649,089	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	1	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	10	GoverningBodyVotingMembersCnt
Independent Voting Member	9	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HEMENWAY & BARNES LLP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6172277940	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	75 STATE STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
TRAVIS ROY
TRUSTEE	15.00	30.00	Yes (X)	Yes (X)	$25,500	$0	$0
ARTHUR B PAGE
TRUSTEE	5.00	1.00	Yes (X)	Yes (X)	$0	$0	$0
JOHN BUTTERWORTH
TRUSTEE	1.00	1.00	Yes (X)		$0	$0	$0
DANIEL E RONAN
TRUSTEE	1.00	1.00	Yes (X)	Yes (X)	$0	$0	$0
STEVEN MCLAUGHLIN
TRUSTEE	1.00	1.00	Yes (X)		$0	$0	$0
BENTON BURGESS
TRUSTEE	1.00	1.00	Yes (X)		$0	$0	$0
LEE ROY
TRUSTEE	1.00	1.00	Yes (X)		$0	$0	$0
KEITH VAN ORDEN
TRUSTEE	1.00	1.00	Yes (X)		$0	$0	$0
EDWARD FARRINGTON
TRUSTEE	1.00	1.00	Yes (X)		$0	$0	$0
TOBE BERKOVITZ
TRUSTEE	1.00	1.00	Yes (X)		$0	$0	$0
MARGE OPPOLD
EXECUTIVE DIRECTOR	25.00	25.00		Yes (X)	$24,400	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$49,900	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Related Organizations	$980,000	RelatedOrganizationsAmt
All Other Contributions	$401,872	AllOtherContributionsAmt
Noncash Contributions	$14,719	NoncashContributionsAmt
Total Contributions	$1,381,872	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,174	TotalRevenueColumnAmt
Exclusion	$13,174	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$141,192	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$147,030	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$5,838	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$5,838	TotalRevenueColumnAmt
Exclusion	-$5,838	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,389,208	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$7,336	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$338,460	TotalAmt
Program Services	$338,460	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$310,629	TotalAmt
Program Services	$310,629	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$50,153	TotalAmt
Management And General	$35,107	ManagementAndGeneralAmt
Fundraising	$15,046	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,856	TotalAmt
Management And General	$2,699	ManagementAndGeneralAmt
Fundraising	$1,157	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$937	TotalAmt
Management And General	$937	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$2,925	TotalAmt
Management And General	$2,925	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$48,017	TotalAmt
Management And General	$2,486	ManagementAndGeneralAmt
Fundraising	$45,531	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$9,263	TotalAmt
Fundraising	$9,263	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,063	TotalAmt
Management And General	$10,063	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$503	TotalAmt
Fundraising	$503	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,962	TotalAmt
Management And General	$2,962	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS	Desc
Total	$3,281	TotalAmt
Management And General	$3,281	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$781,049	TotalAmt
Program Services	$649,089	ProgramServicesAmt
Management And General	$60,460	ManagementAndGeneralAmt
Fundraising	$71,500	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$539,000	BOYAmt
EOY	$645,043	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$102,081	BOYAmt
EOY	$688,435	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$25,000	BOYAmt
EOY	$25,000	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$69,949	BOYAmt
EOY	$57,830	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$4,059	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$4,059	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$455,959	BOYAmt
EOY	$915,183	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,191,989	BOYAmt
EOY	$2,331,491	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$2,393	BOYAmt
EOY	$6,135	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$113,587	BOYAmt
EOY	$145,723	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$57,738	BOYAmt
EOY	$548,740	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$173,718	BOYAmt
EOY	$700,598	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$926,510	BOYAmt
EOY	$1,599,545	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$91,761	BOYAmt
EOY	$31,348	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,018,271	BOYAmt
EOY	$1,630,893	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,191,989	BOYAmt
EOY	$2,331,491	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$608,159	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$58,270	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$53,807	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$778,535	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$828,145	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$994,913	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$630,359	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,381,872	CurrentTaxYearAmt
Total	$4,613,824	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$778,535	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$828,145	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$994,913	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$630,359	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,381,872	CurrentTaxYearAmt
Total	$4,613,824	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$15,958	SubstantialContributorsTotAmt
Public Support Total170	$4,597,866	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,875	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,423	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,931	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,457	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,174	CurrentTaxYearAmt
Total	$36,860	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$4,650,684	TotalSupportAmt
Public Support CY170	0.98860	PublicSupportCY170Pct
Public Support PY170	0.97750	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$558,040	BeginningYearBalanceAmt
Contributions	$980,500	ContributionsAmt
Investment Earnings Or Losses	$65,078	InvestmentEarningsOrLossesAmt
End Year Balance	$1,603,618	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$461,909	BeginningYearBalanceAmt
Contributions	$100,000	ContributionsAmt
Investment Earnings Or Losses	-$3,869	InvestmentEarningsOrLossesAmt
End Year Balance	$558,040	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$291,095	BeginningYearBalanceAmt
Contributions	$125,000	ContributionsAmt
Investment Earnings Or Losses	$45,814	InvestmentEarningsOrLossesAmt
End Year Balance	$461,909	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$256,089	BeginningYearBalanceAmt
Investment Earnings Or Losses	$35,006	InvestmentEarningsOrLossesAmt
End Year Balance	$291,095	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$171,901	BeginningYearBalanceAmt
Contributions	$81,064	ContributionsAmt
Investment Earnings Or Losses	$3,124	InvestmentEarningsOrLossesAmt
End Year Balance	$256,089	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	1.00000	BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$4,059	InvestmentCostOrOtherBasisAmt
Depreciation	$4,059	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DUE TO TRAVIS ROY FOUNDATION, INC	Desc
Amt	$548,740	Amt

Field	Value	IRS element (for citing)
Total Liability	$548,740	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

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, 2013, 2014 AND 2015) OR EXPECTED TO BE TAKEN IN THE TAX RETURNS FOR SEPTEMBER 30, 2016. 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, 2016 AND 2015.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
CHRISTOPHER & DANA REEVE FOUNDATION
636 MORRIS TURNPIKE	SHORE HILLS	NJ	07078	222939536	501(C)(3)	$135,000	RESEARCH INTO REPAIR OF SPINAL CORD INJURY
WINIFRED MASTERSON BURKE MEDICAL RESEARCH INSTITUTE (DR JASON CARMEL)
785 MAMARONECK AVENUE	WHITE PLAINS	NY	10605	133434924	501(C)(3)	$128,460	RESEARCH INTO REPAIR OF SPINAL CORD INJURY
HARVARD UNIVERSITY - MACKLIS LABORATORY
7 DIVINITY AVENUE	CAMBRIDGE	MA	02138	042103580	501(C)(3)	$75,000	RESEARCH INTO REPAIR OF SPINAL CORD INJURY

Field	Value	IRS element (for citing)
Total501c3 Org	3	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	GRANTS FOR ADAPTIVE EQUIPMENT INCLUDING WHEELCHAIRS, COMPUTERS, LIFT SYSTEMS, ELEVATORS, RAMP INSTALLATIONS, HOME MODIFICATIONS, CAR MODIFICATIONS, HAND CONTROLS, CAR, ETC.	GrantTypeTxt
Recipient	97	RecipientCnt
Cash Grant	$310,629	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THE FOUNDATION RECEIVES PROGRESS REPORTS AND UPDATES ON THE USE OF FUNDS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 11	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. MS. OPPOLD'S COMPENSATION IS ALSO REVIEWED BY INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. THE INDEPENDENT DIRECTORS REVIEW THE COMPENSATION LEVEL OF COMPARABLE FOUNDATION OFFICERS BASED ON PUBLICLY AVAILABLE DATA. HER 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 XI, LINE 9:	TRANSFER OF ASSETS TO THE TRAVIS ROY FOUNDATION, INC. -53,807.
FORM 990, PART XII, LINE 2C:	THE PROCESSES FOR OVERSIGHT OR SELECTION HAVE NOT CHANGED.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	TRAVIS ROY FOUNDATION LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	75 STATE STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
Primary Activities	TO SUPPORT THE TRAVIS ROY FOUNDATION	PrimaryActivitiesTxt
Legal Domicile State	DE	LegalDomicileStateCd
Total Income	$0	TotalIncomeAmt
End Of Year Assets	$0	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	TRAVIS ROY FOUNDATION	BusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	TRAVIS ROY FOUNDATION INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	75 STATE STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02109	ZIPCd

Field	Value	IRS element (for citing)
EIN	451618706	EIN
Primary Activities	REHABILITATION, RESEARCH SPINAL CORD INJURIES	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	509(A)(3)I	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	TRAVIS ROY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	Yes (1)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (1)	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd