2011-06-10T14:09:07-05:00 2011-01-31 HOFFMAN STEWART & SCHMIDT PC 4900 MEADOWS ROAD STE 200 LAKE OSWEGO OR 970353295 990 2010-02-01 270044673 BANFIELD CHARITABLE TRUST BANF 5039225426 8000 NE TILLAMOOK ST PORTLAND OR 972130998 DIANNE MCGILL 5039225426 2011-06-09 1 VICTORIA L BRYSON 5032205900 2010 2016-02-24 21:20:13Z DIANNE MCGILL 8000 NE TILLAMOOK ST PORTLAND OR 972130998 1872378 0 X WWW.BANFIELDCHARITABLETRUST.ORG X 2002 OR THE BANFIELD CHARITABLE TRUST FUNDS OR ADMINISTERS PROGRAMS THAT KEEP PETS AND FAMILIES TOGETHER. 6 6 4 2000 0 0 1199813 1011832 0 0 2861 5423 -24748 41149 1177926 1058404 794640 634161 0 0 100884 138106 0 0 19627 101496 130392 997020 902659 180906 155745 3548986 3719337 411083 361637 3137903 3357700 THE BANFIELD CHARITABLE TRUST FUNDS OR ADMINISTERS PROGRAMS THAT KEEP PETS AND FAMILIES TOGETHER. 0 0 828384 634161 THE TRUST AWARDED PET WELLNESS PLANS AND CHARITY BUCKS TO OVER 700 BANFIELD PET HOSPITALS SO THAT STRUGGLING PET OWNERS WOULD HAVE THE MEANS TO PROVIDE VETERINARY CARE FOR THEIR PETS. THE TRUST ALSO AWARDED GRANTS TO A NUMBER CHARITABLE GROUPS WHOSE PROGRAMMING COMPLIMENTS THE BANFIELD CHARITABLE TRUST MISSION. 828384 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 7 0 4 1 0 0 0 0 0 1 1 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 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 DIANNE MCGILL 5039225426 8000 NE TILLAMOOK ST PORTLAND OR 97213 MAIR LEWIS 1.00 X X 0 0 0 KAREN JOHNSON DVM 1.00 X X 0 0 0 JULIE DAY 1.00 X 0 0 0 KERRI MARSHALL DVM 1.00 X X 0 0 0 JIM CLEARY 1.00 X 0 0 0 STEVE STRAND 1.00 X X 0 0 0 DIANNE MCGILL 40.00 X 15000 0 0 15000 0 0 0 0 0 1 0 118450 893382 36672 1011832 35989 35989 758937 789503 -30566 -30566 -30566 65620 118450 24471 41149 41149 1058404 0 0 46572 546992 546992 87169 87169 15000 15000 101614 81307 20307 12566 12486 80 8926 6545 2381 13534 12590 944 8161 632 96 7433 16682 2100 3332 11250 6015 5153 862 PET PEACE OF MIND 86000 86000 902659 828384 54648 19627 1438054 1695426 1270405 71177 208735 138391 631792 1814343 3548986 3719337 92606 67028 318477 294609 411083 361637 X 1266018 1506350 1871885 1851350 3137903 3357700 3548986 3719337 X 155745 64052 X X 0 1 1 X 0 X 783149 835512 913168 1199813 1011832 4743474 783149 835512 913168 1199813 1011832 4743474 4743474 8149 22838 23574 641 35989 91191 15039 91646 67633 41149 215467 5050132 0.93930 0.93100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OTHER SECURITIES 1814343 F 1814343 WELLNESS PLANS PAYABLE 196178 CHARITY BUCKS PAYABLE 98431 294609 1058404 902659 155745 64052 64052 219797 1122456 64052 64052 1058404 0 1058404 902659 0 902659 0 902659 AUCTION 184070 118450 65620 24471 184070 118450 65620 24471 24471 41149 1 ALL ABOUT ANIMALS RESCUE 23451 PINEWOOD STREET WARREN MI 48091 203006686 501(C)(3) 24000 THE ALL ABOUT ANIMALS HELPLINE UNIVERSITY OF MISSOURI COLLEGE OF VETERINARY MEDICINE 118 UNIVERSITY HALL COLUMBIA MO 65211 436003859 501(C)(3) 30000 VETERANS AND SHELTER DOGS: TRAINING NEW PTSD SERVICE DOGS NEBRASKA HUMANE SOCIETY 8929 FORT STREET OMAHA NE 68134 203006686 501(C)(3) 15000 TO SUPPORT PROJECTS THAT KEEP PETS AND FAMILIES TOGETHER. FENCES FOR FIDO 3502 SE 13TH AVENUE PORTLAND OR 97202 436003859 501(C)(3) 15000 FENCES FOR FIDO PROGRAM K9 CONNECTION 1453 16TH STREET SANTA MONICA CA 90404 470378997 501(C)(3) 15000 TO SUPPORT PROJECTS THAT KEEP PETS AND FAMILIES TOGETHER. PAWS AND PRAYERS INC PO BOX 2864 AKRON OH 44309 300554675 501(C)(3) 12400 PREVENTIVE HEALTH CARE = WELLNESS PROGRAM. SAN FRANCISCO COMMUNITY CLINIC CONSORTIUM 1550 BRYANT STREET STE 450 SAN FRANCISCO CA 94103 956143865 501(C)(3) 10000 VET SOS PROGRAM POTTER PARK ZOO 1301 S PENNSYLVANIA AVENUE LANSING MI 48912 341962067 501(C)(3) 10000 VETERINARIANS, EDUCATION, ZOOS AND YOU PROGRAM. PAWS - PHILADELPHIA ANIMAL WELFARE SOCIETY 100 N 2ND STREET PHILADELPHIA PA 19106 942897258 501(C)(3) 10000 PAWS WELLNESS CLINIC CAN DO CANINES 9440 SCIENCE CENTER DRIVE NEW HOPE MN 55428 383489748 501(C)(3) 10000 AUTISM ASSIST DOG PROGRAM UNIVERSITY OF FLORIDA COLLEGE OF VETERINARY MEDICINE PO BOX 100125 GAINESVILLE FL 32610 590974739 501(C)(3) 10000 BP OIL SPILL - CONVERT EQUIPMENT TRAILERS TO ANIMAL TRANSPORT TRAILERS POLK COUNTY HUMANE SOCIETY PO BOX 334 BOLIVAR MO 65613 411594165 501(C)(3) 8700 PREVENTATIVE HEALTHCARE INITIATIVE HAYWOOD ANIMAL WELFARE ASSOCIATION INC PO BOX 992 WAYNESVILLE NC 28786 597302099 501(C)(3) 8000 TO SUPPORT PROJECTS THAT KEEP PETS AND FAMILIES TOGETHER. POSITIVE PET PARENTING SAVES LIVES 15340 PASTRANA DRIVE LA MIRADA CA 90638 431590822 501(C)(3) 8000 SEVEN LOS ANGELES COUNTY ANIMAL CARE & CONTROL SHELTERS EDUCATION PROGRAM BROTHER WOLF ANIMAL RESCUE PO BOX 8195 ASHEVILLE NC 28814 561574745 501(C)(3) 7500 PREVENTATIVE HEALTHCARE FUND KANSAS HUMANE SOCIETY OF WICHITA KANSAS 3313 N HILLSIDE WICHITA KS 67219 564848760 501(C)(3) 7500 PREVENTATIVE HEALTHCARE FOR ADOPTABLE PETS PROGRAM. INTERNATIONAL HEARING DOG INC 5901 E 89TH AVENUE HENDERSON CO 80640 208787719 501(C)(3) 7000 HEARING DOG SPONSORSHIP ARGUS INSTITUTE 300 WEST DRAKE ROAD FORT COLLINS CO 80523 480554339 501(C)(3) 6462 TO SUPPORT PROJECTS THAT KEEP PETS AND FAMILIES TOGETHER. THE SHADE TREE INC PO BOX 669 LAS VEGAS NV 89125 840779444 501(C)(3) 5250 TO SUPPORT PROJECTS THAT KEEP PETS AND FAMILIES TOGETHER. SAN DIEGO HOSPICE FOUNDATION INC 4311 THIRD AVENUE SAN DIEGO CA 92103 237098397 501(C)(3) 10000 PET PEACE OF MIND CAMPBELL FAMILY SCHOLARSHIP 36 87169 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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. X 0 0 0 0 0 0 0 1 0 DIANNE MCGILL 0 0 15000 0 0 0 0 0 0 0 15000 0 0 0 PART I, LINE 7 AN ANNUAL $15,000 (MAXIMUM) BONUS IS AVAILABLE TO THE EXECUTIVE DIRECTOR. AWARD IS BASED ON PERFORMANCE OBJECTIVES FROM THE PRIOR YEAR AND COMPENSATION IS APPROVED BY A VOTE OF THE BOARD MAJORITY. SUPPLEMENTAL INFORMATION PART III EXECUTIVE DIRECTOR'S BASE COMPENSATION AND BENEFITS ARE PAID BY AN UNRELATED PARTY X GIFT CERTIFICATES 66 36672 FMV 0 0 0 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 C, LINE 19 THE ORGANIZATION MAILS INFORMATION UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 64,052. FORM 990, PART XI, LINE 2C THE PROCESS FOR REVIEWING FINANCIAL STATEMENTS AND SELECTING AN INDEPENDENT AUDITOR HAVE NOT CHANGED FROM PRIOR YEAR.