2016-05-02T08:49:31-05:00 2015-10-31 930743240 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2015-02-01 270044673 BANFIELD CHARITABLE TRUST BANF 5039227866 8000 NE TILLAMOOK ST PORTLAND OR 972130998 JEANNINE TAAFFE SECRETARY 5039227866 2016-04-13 1 VICTORIA L BRYSON P01243342 5032205900 2015 2016-09-27 15:27:22Z X JEANNINE TAAFFE 8000 NE TILLAMOOK ST PORTLAND OR 972130998 5460331 0 X WWW.BANFIELDCHARITABLETRUST.ORG X 2002 OR THE BANFIELD CHARITABLE TRUST'S MISSION WAS TO KEEP PETS AND THEIR PEOPLE TOGETHER. DURING 2015, THE BOARD OF DIRECTORS DETERMINED THE BEST WAY TO CONTINUE AND EXPAND THAT MISSION WAS TO TRANSFER ALL PROGRAMS AND ASSETS TO OTHER ORGANIZATIONS AND DISSOLVE THE TRUST EFFECTIVE OCTOBER 31, 2015. X 6 6 0 150 0 0 3322564 1614040 0 0 29346 89608 1909 0 3353819 1703648 2060418 1663693 0 0 446510 452954 0 0 198322 157112 347836 2664040 2464483 689779 -760835 5309858 0 206386 0 5103472 0 X THE BANFIELD CHARITABLE TRUST'S MISSION WAS TO KEEP PETS AND THEIR PEOPLE TOGETHER. DURING 2015, THE BOARD OF DIRECTORS DETERMINED THE BEST WAY TO CONTINUE AND EXPAND THAT MISSION WAS TO TRANSFER ALL PROGRAMS AND ASSETS TO OTHER ORGANIZATIONS AND DISSOLVE THE TRUST EFFECTIVE OCTOBER 31, 2015. 0 1 1068973 972127 PET FOOD ASSISTANCE-THE MEALS ON WHEELS PET FOOD DISTRIBUTION PROGRAM HAS BEEN TRANSFERRED TO MEALS ON WHEELS AMERICA. THE COMMUNITY PET FOOD PROGRAM HAS BEEN TRANSFERRED TO REDROVER. 714119 614066 BANFIELD FOUNDATION-THE VETERINARY ASSISTANCE, PET ADVOCACY, WELLNESS PLAN PROGRAMS AND HOPE FUNDS HAVE BEEN TRANSFERRED TO THE BANFIELD FOUNDATION. 101148 77500 PET PEACE OF MIND-THE PET PEACE OF MIND PROGRAM HAS BEEN TRANSFERRED TO THE NATIONAL HOSPICE FOUNDATION AND PET PEACE OF MIND. 1884240 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OR UT VT MT AL AR CA CT KY OH PA NH VA NC LA NY MA CO SC NM KS MD NJ TN IL WI MI MN ND AZ RI FL WV MS OK WA X ALISON BENNINGER 5039227866 8000 NE TILLAMOOK ST PORTLAND OR 97213 MAIR LEWIS DIRECTOR 1.00 X 0 0 0 JEANNINE TAAFFE SECRETARY 1.00 X X 0 0 0 DAVE PEDERSON TREASURER 1.00 X X 0 0 0 ERIC GRAVES DIRECTOR 1.00 X 0 0 0 JIM CLEARY CHAIR 1.00 X X 0 0 0 KEITH LEVY VICE CHAIR 1.00 X X 0 0 0 DIANNE MCGILL EXECUTIVE DIRECTOR 40.00 X 173551 0 5798 173551 0 5798 1 0 1 0 0 1614040 1614040 34605 34605 3811686 3756683 55003 55003 55003 1703648 0 0 89608 1663693 1663693 179349 59783 59783 59783 215899 103298 33956 78645 5869 2929 1843 1097 22244 11156 6981 4107 29593 12940 6394 10259 82035 82035 77041 5670 65701 5670 11000 11000 114670 15230 97410 2030 3545 109 1765 1671 19552 533 12311 6708 550 550 721 721 1801 1801 TEAM BCT 25825 25825 FIXED ASSET DONATION 8349 8349 BANK FEES 2527 2527 MISCELLANEOUS 220 220 2464483 1884240 381921 198322 X 674345 0 0 377365 0 0 0 0 0 0 0 0 9070 0 0 3733078 0 0 0 516000 0 5309858 0 77650 0 128736 0 206386 0 X 4009014 0 1094458 0 5103472 0 5309858 0 X -760835 -4342637 X X 0 1 X 1 0 X 2298042 2324242 2991849 3322564 1614040 12550737 2298042 2324242 2991849 3322564 1614040 12550737 12550737 79199 117067 114189 128362 34605 473422 4235 4235 13028394 0.96330 0.95830 X PART II THE ORGANIZATION HAS DISSOLVED EFFECTIVE 10/31/15, THEREFORE, THE 2015 FORM 990 PRESENTS INFORMATION FOR A SHORT YEAR. 0 X 1780928 88280 88280 1692648 11000 11000 1703648 2541763 88280 88280 2453483 11000 11000 2464483 PART X, LINE 2: THE TRUST IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PRESCRIBE A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE TRUST DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. THE TRUST FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL AND OREGON JURISDICTIONS. 1 ABANDONED ANIMAL RESCUE 419 E HUFSMITH TOMBALL TX 77375 943424576 501(C)3 6000 VETERINARY ASSISTANCE GRANT AHIMSA HOUSE PO BOX 8181 ATLANTA GA 31106 311833734 501(C)3 10000 PET ADVOCACY ANIMAL SAMARITANS SPCA 72307 RAMON ROAD THOUSAND PALMS CA 92276 953171867 501(C)3 10000 VETERINARY ASSISTANCE GRANT AUSTIN PETS ALIVE PO BOX 6247 AUSTIN TX 78762 742893360 501(C)3 10000 PET ADVOCACY GRANT BASIC ANIMAL RESCUE TRAINING PO BOX 130967 ST PAUL MN 55112 205781837 501(C)3 8000 PET ADVOCACY GRANT BROTHER WOLF ANIMAL RESCUE 31 GLENDALE AVENUE ASHEVILLE NC 28803 208787719 501(C)3 10000 VET CARE GRANT CARE 4PAWS PO BOX 60524 SANTA BARBARA CA 93160 270207473 501(C)3 10000 VETERINARY ASSISTANCE GRANT CAPITAL CARING PO BOX 77765 BATON ROUGE LA 70879 720892509 501(C)3 10000 PET PEACE OF MIND CATS EXCLUSIVE 6350 W ATLANTIC BLVD MARGATE FL 33063 592212954 501(C)3 8000 VETERINARY ASSISTANCE GRANT CHARLESTON ANIMAL SOCIETY 2455 REMOUNT ROAD NORTH CHARLESTON SC 29406 576021863 501(C)3 10000 PET ADVOCACY GRANT COALITION TO UNCHAIN DOGS PO BOX 3259 DURHAM NC 27715 262584285 501(C)3 10000 PET ADVOCACY GRANT COMMUNITY VETERINARY CENTER PO BOX 25156 EUGENE OR 97402 931149173 501(C)3 10000 VETERINARY ASSISTANCE GRANT COVENANT CREATURES 2247 43RD LANE SW TUMWATER WA 98512 262336330 501(C)3 6000 VETERINARY ASSISTANCE GRANT DIANA BASEHART FOUNDATION P O BOX 5191 SANTA BARBARA CA 93150 462303310 501(C)3 10000 VETERINARY ASSISTANCE GRANT DONA ANA COUNTY HUMANE SOCIETY 2405 W PICACHO AVE STE 103 LAS CRUCES NM 88007 856019249 501(C)3 10000 VETERINARY ASSISTANCE GRANT DYLAN'S HEARTS 3508-A GASTON RD GREENSBORO NC 27407 462136215 501(C)3 10000 VET CARE GRANT FORT COLLINS CAT RESCUE AND SN C 2321 E MULBERRY STREET 1 FORT COLLINS CO 80524 204969731 501(C)3 10000 VETERINARY ASSISTANCE FREDERICK COUNTY HUMANE SOCIET PO BOX 3185 FREDERICK MD 21705 526013207 501(C)3 10000 VET CARE ASSISTANCE FRIENDS OF ANIMALS IN NEED 105 NARRAGANSETT ST NORTH KINGSTON RI 02852 562393798 501(C)3 10000 VETERINARY ASSISTANCE GRANT HARLEY'S HOPE FOUNDATION PO BOX 88146 COLORADO SPRINGS CO 80908 273127204 501(C)3 10000 VETERINARY ASSISTANCE HELP EVERY LITTLE PAW 730 NORTH MILITARY DRIVE COEUR DALENE ID 83814 271882293 501(C)3 6000 VETERINARY ASSISTANCE GRANT HUMANE SOCIETY FOR SEATTLEKING COUNTY 13212 SE EASTGATE WAY BELLEVUE WA 98005 910282060 501(C)3 10000 VET CARE ASSISTANCE HUMANE SOCIETY OF ALAMANCE COU PO BOX 5117 BURLINGTON NC 27216 237112776 501(C)3 10000 VETERINARY ASSISTANCE GRANT HUMANE SOCIETY OF WEST MICHIGAN 3131 TREMAINSVILLE RD TOLEDO OH 43613 341897582 501(C)3 8000 VETERINARY ASSISTANCE GRANT INDEPENDENT CAT SOCIETY 4061 COUNTY LINE ROAD WESTVILLE IN 46391 310902953 501(C)3 6000 VETERINARY ASSISTANCE GRANT LUCY'S HOUSE FOR PREV OF HOME 21 FOSTER RD ESSEX JUNCTION VT 05452 300518754 501(C)3 7500 VETERINARY ASSISTANCE GRANT MARIN HUMANE SOCIETY 171 BEL MARIN KEYS BLVD NOVATO CA 94949 941156562 501(C)3 10000 PET ADVOCACY GRANT MERRIMACK RIVER FELINE RESCUE 63 ELM STREET SALISBURY MA 19520 043172322 501(C)3 10000 VETERINARY ASSISTANCE NORTHWOODS HUMANE SOCIETY PO BOX 82 HAYWARD WI 54843 391634807 501(C)3 10000 VET CARE GRANT PACT FOR ANIMALS 716 BLACK ROCK ROAD GLADWYNE PA 19035 800507894 501(C)3 10000 PET ADVOCACY GRANT PAWS NEW YORK 240 KENT AVENUE 3RD FLOOR BROOKLYN NY 11249 800233785 501(C)3 10000 VETERINARY ASSISTANTANCE GRANT PAWS OF BAINBRIDGE ISLAND & N PO BOX 10811 BAINBRIDGE ISLAND WA 98110 910952064 501(C)3 10000 VETERINARY ASSISTANCE GRANT SF COMMUNITY CLINIC CONSORTI 1116 E 59TH STREET KANSAS CITY MO 64110 820563117 501(C)3 10000 VET CARE GRANT SACRAMENTO SPCA 6201 FLORIN PERKINS ROAD SACRAMENTO CA 95828 941312343 501(C)3 10000 VETERINARY ASSISTANCE GRANT SAVING PETS ONE AT A TIME PO BOX 211 BURLINGTON WA 98233 912008766 501(C)3 8000 VET CARE GRANT SECOND CHANCE ANIMAL SHELTER PO BOX 5172 SOMERSET NJ 08875 223620633 501(C)3 10000 VETERINARY ASSISTANCE GRANT SENIORS PETS ASSISTANCE NETWOR 5395 L B MCLEOD ROAD ORLANDO FL 32811 592759603 501(C)3 10000 VETERINARY ASSISTANCE GRANT SENIORS PET CARE RESOURCE NETWORK 5395 L B MCLEOD ROAD ORLANDO FL 32811 592759603 501(C)3 10000 PET PEACE OF MIND SOUTH SUBURBAN HUMANE SOCIETY 1103 WEST END AVE CHICAGO HEIGHTS IL 60411 237165004 501(C)3 10000 PET FOOD GRANT ST AUGUSTINE HUMANE SOCIETY PO BOX 133 ST AUGUSTINE FL 32085 591324680 501(C)3 10000 VET CARE ASSISTANCE ST FRANCIS PET CARE PO BOX 358462 GAINSVILLE FL 32635 271590456 501(C)3 10000 VETERINARY ASSISTANCE THE DAISY FUND PO BOX 20035 OKLAHOMA CITY OK 73156 205781826 501(C)3 10000 VETERINARY ASSISTANCE GRANT THE PIXIE PROJECT 2200 NW 9TH AVE WILTON MANORS FL 33311 371440098 501(C)3 10000 VETERINARY ASSISTANCE GRANT THE SHADE TREE PO BOX 669 NORTH LAS VEGAS NV 89125 880253276 501(C)3 10000 PET ADVOCACY GRANT UNIVERSITY OF WISCONSIN 2015 LINDEN DRIVE MADISON WI 53706 396006492 501(C)3 7500 PET ADVOCACY GRANT VERDE VALLEY GAREGIVERS COALITION 299 VAN DEREN STE 2 SEDONA AZ 86336 860725787 501(C)3 7500 PET ADVOCACY GRANT VICTOR VALLEY COMMUNITY SERVIC 16692 MOJAVE DRIVE VICTORVILLE CA 92393 952041473 501(C)3 6000 VET CARE GRANT WINDHAM COUNTY HUMANE SOCIETY PO BOX 397 BRATTLEBORO VT 53020 036016140 501(C)3 10000 VET CARE ASSISTANCE GRANT WOMEN'S CENTER 1310 S FRONT STREET MARGUETTE MI 49855 382340624 501(C)3 5300 PET ADVOCACY GRANT YAVAPAI HUMANE SOCIETY 1625 SUNDOG RANCH RD PRESCOTT AZ 86301 860327745 501(C)3 10000 VETERINARY ASSISTANCE GRANT CORNERSTONE ADVOCACY SERVICES 1000 E 80TH STREET BLOOMINGTON MN 55420 411476268 501(C)3 7500 PET ADVOCACY GRANT INTERFAITH MINISTRIES FOR GREATER HOUSTON 3303 MAIN STREET HOUSTON TX 77002 741488102 501(C)3 215000 FMV 50,000 LBS OF ROYAL CANIN PET FOOD PET FOOD GRANT MEALS ON WHEELS OF STARK & WAYNE COUNTIES 2363 NAVE ROAD SE MASSILLON OH 44646 341681952 501(C)3 86000 FMV 20,000 LBS OF ROYAL CANIN PET FOOD PET FOOD GRANT MOBILE MEALS INC 1063 S BROADWAY STREET AKRON OH 44311 341109890 501(C)3 86000 FMV 20,000 LBS OF ROYAL CANIN PET FOOD PET FOOD GRANT PART I, LINE 2: EACH GRANT RECIPIENT IS REQUIRED TO SUBMIT A SIX MONTH PROGRESS REPORT AND AN ANNUAL PROGRESS REPORT. TIMING BEGINS WHEN THE GRANT FUNDS ARE MAILED. GRANT RECIPIENTS ARE REQUIRED TO REPORT HOW THEY ARE SPENDING THE MONEY AS COMPARED WITH THE BUDGET THEY SUBMITTED TO OBTAIN THE GRANT. 0 0 0 0 0 0 0 0 0 DIANNE MCGILL EXECUTIVE DIRECTOR 34517 0 18134 0 120900 0 1123 0 4675 0 179349 0 0 0 CASH 2015-09-18 475000 FMV 472547717 PET PEACE OF MIND 5650 LARDON RD NE SALEM OR 97305 501(C)3 CASH 2015-09-18 1400000 FMV 237447812 MEALS ON WHEELS AMERICA 413 N LEE STREET ALEXANDRIA VA 22314 501(C)3 CASH 2015-09-21 100000 FMV 541586967 NATIONAL HOSPICE FOUNDATION 1731 KING STREET 200 ALEXANDRIA VA 22314 501(C)3 CASH 2015-09-21 300000 FMV 680124097 RED ROVER 3800 J STREET 100 SACRAMENTO CA 95816 501(C)3 CASH 2015-09-28 1500000 FMV 474183567 BANFIELD FOUNDATION 8000 NE TILLAMOOK ST PORTLAND OR 97213 501(C)3 CASH 2015-12-29 567637 FMV 474183567 BANFIELD FOUNDATION 8000 NE TILLAMOOK ST PORTLAND OR 97213 501(C)3 1 0 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: DIANNE MCGILL PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: DIANNE MCGILL IS THE PRESIDENT OF PET PEACE OF MIND. FORM 990, PART III, LINE 3 DURING 2015, THE BOARD OF DIRECTORS DETERMINED THE BEST WAY TO CONTINUE AND EXPAND THEIR MISSION WAS TO TRANSFER ALL PROGRAMS AND ASSETS TO OTHER ORGANIZATIONS AND DISSOLVE THE TRUST EFFECTIVE OCTOBER 31, 2015. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION FILED ARTICLES OF DISSOLUTION EFFECTIVE OCTOBER 31, 2015. FORM 990, PART VI, SECTION B, LINE 11 THE 990 WAS REVIEWED BY THE EXECUTIVE COMMITTEE PRIOR TO FILING. FURTHER, IT WAS DISTRIBUTED TO EACH NON-EXECUTIVE COMMITTEE BOARD MEMBER WITH A REQUEST AND DEADLINE FOR FEEDBACK. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS POTENTIAL CONFLICTS OF INTEREST AND ENFORCES THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD USES COMPARABLE PAY SURVEY DATA TO REVIEW THE EXECUTIVE DIRECTOR'S SALARY. THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES THAT ARE COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAILS INFORMATION UPON REQUEST. FORM 990, PART X, BALANCE SHEET THE AUDITED FINANCIAL STATEMENTS AS OF OCTOBER 31, 2015, SHOW CASH AND RECEIVABLES WITH CORRESPONDING AMOUNTS IN LIABILITIES RESULTING IN ZERO NET ASSETS. ON THE FORM 990 AS OF OCTOBER 31, 2015, THE RECEIVABLES HAVE BEEN SHOWN AS DEPOSITS IN TRANSIT AND THE LIABILITIES HAVE BEEN SHOWN AS OUTSTANDING CHECKS TO ZERO OUT THE BALANCE SHEET. ALL LIABILITIES AT OCTOBER 31, 2015 WERE PAID BY THE ORGANIZATION BY DECEMBER 31, 2015. FORM 990, PART XI, LINE 9: AMOUNTS DISTRIBUTED TO OTHER ORGANIZATIONS IN LIQUIDATION -4,342,637. FORM 990, PART XII, LINE 2C: THE PROCESS FOR REVIEWING FINANCIAL STATEMENTS AND SELECTING AN INDEPENDENT AUDITOR HAVE NOT CHANGED FROM PRIOR YEAR.