2025-09-10T15:44:30+00:00 2024-12-31 440160260 Forvis Mazars LLP 2700 Post Oak Blvd Ste 1500 Houston TX 77056 990PF 2024-01-01 760285765 THE SUSAN VAUGHAN FOUNDATION INC SUSA 7133366100 1801 Post Oak Blvd Suite 500 Houston TX 77056 George Peterkin President 7132163447 2025-09-10 true true Amanda Maya P01067777 7134994600 2024-11-15 2024 2025-03-06 01:10:19Z X 37251740 X 779188 623200 623200 2015675 14891690 2015675 0 0 0 3385 3385 0 3421448 2642260 0 359371 304571 54800 3498 2624 0 874 30450 22837 0 7613 63033 63033 0 0 37203 6039 0 0 0 0 0 3849 1156 0 2693 497404 400260 0 65980 1770000 1770000 2267404 400260 0 1835980 1154044 2242000 0 1966477 1412044 1412044 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3705807 4242039 4194339 14331846 15529395 28652407 2952827 2953602 2930757 0 0 0 0 0 0 0 0 0 0 0 85866 62193 62193 23042823 24199273 37251740 0 0 0 0 0 2406 0 2406 X 23042823 24196867 23042823 24196867 23042823 24199273 23042823 1154044 0 24196867 0 24196867 Short Term - Attachment D-1 P 2024-01-01 2024-12-31 7349391 7460316 -110925 0 -110925 Long Term - Attachment D-2 P 2023-01-01 2024-12-31 7542298 5417766 2124532 0 2124532 COST BASIS ADJUSTMENT P 2023-01-01 2024-12-31 2068 0 2068 0 2068 2015675 31164 0 31164 31164 28758 0 5000 33758 2594 2594 0 false false false false false false false true true TX true false false false false true N/A The Northern Trust Company 7133366100 1801 Post Oak Blvd 500 Houston TX 77056 false false false false true false false false false false false false false false false false false false false false false false DUNCAN E OSBORNE 1801 POST OAK BLVD SUITE 500 HOUSTON TX 77056 TRUSTEE 1.000 16000 0 0 ELIZABETH B OSBORNE 1801 POST OAK BLVD SUITE 500 HOUSTON TX 77056 TRUSTEE 1.000 16000 0 0 GEORGE PETERKIN 1801 POST OAK BLVD SUITE 500 HOUSTON TX 77056 TRUSTEE 1.000 20000 0 0 JOHN PETERKIN 1801 POST OAK BLVD SUITE 500 HOUSTON TX 77056 TRUSTEE 1.000 16000 0 0 THE NORTHERN TRUST COMPANY 1801 POST OAK BLVD SUITE 500 HOUSTON TX 77056 SEC/TREAS 1.000 291371 0 0 PROVIDE GRANTS TO SUPPORT RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL PURPOSES. THIS IS THE ONLY ACTIVITY OF THE FOUNDATION. NO PROGRAM RELATED INVESTMENTS 0 35566488 978910 64650 36610048 0 36610048 549151 36060897 1803045 1803045 31164 31164 1771881 1771881 1771881 1835980 0 0 1835980 1771881 13834 2020 0 0 0 0 0 0 0 1835980 13834 0 0 1771881 50265 0 50265 0 0 0 0 0 0 50265 0 0 0 0 50265 NONE None The Northern Trust Company 1801 Post Oak Blvd Suite 500 Houston TX 77056 7133366100 Applications are in Letter Form None None Alley Theatre 615 Texas St Houston TX 77002 NONE PC TO SUPPORT EDUCATION AND COMMUNITY ENGAGEMENT DEPARTMENT INITIATIVES 10000 Archaeology Now PO Box 271062 Houston TX 77277 NONE PC FOR GENERAL OPERATING SUPPORT 15000 Armand Bayou Nature Center 8500 Bay Area Blvd Pasadena TX 77507 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Bayou Preservation Association 7305 Navigation Blvd Ste A Houston TX 77011 NONE PC FOR GENERAL OPERATING SUPPORT 15000 Buffalo Bayou Partnership 1019 Commerce St Ste 200 Houston TX 77002 NONE PC FOR GENERAL OPERATING SUPPORT 15000 Casa De Esperanza De Los Ninos 2911-A Corder St Houston TX 77054 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Contemporary Arts Museum 5216 Montrose Blvd Houston TX 77006 NONE PC FOR GENERAL OPERATING SUPPORT 15000 Fotofest Inc 2000 Edwards St Building C Suite 2 Houston TX 77007 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Friends of Pumpkin Park 3737 Buffalo Speedway Ste 200 Houston TX 77098 NONE PC FOR GENERAL OPERATING SUPPORT 75000 Good Reason Houston 3131 Eastside St Ste 100 Houston TX 77098 NONE PC FOR GENERAL OPERATING SUPPORT 25000 Great Springs Project Inc PO BOX 12331 Austin TX 78711 NONE PC FOR GENERAL OPERATING SUPPORT 25000 Hermann Park Conservancy 1700 Hermann Dr Houston TX 77004 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Homemade Hope for Homeless Children 406 Drennan St Houston TX 77003 NONE PC FOR GENERAL OPERATING SUPPORT 5000 Houston Center For Contemporary Craft 4848 Main St Houston TX 77002 NONE PC TO SUPPORT THE RESIDENCY PROGRAM IN HOUSTON 10000 Houston Parks Board 300 N Post Oak Ln Houston TX 77024 NONE PC FOR GENERAL OPERATING SUPPORT 25000 Inprint Inc 1520 W Main St Houston TX 77006 NONE PC FOR GENERAL OPERATING SUPPORT 10000 John Fairey Garden 20559 FM 359 Rd Hempstead TX 77445 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Katy Prairie Conservancy 5615 Kirby Drive Suite 867 Houston TX 77005 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Main Street Theater Houston 2540 Times Blvd Houston TX 77005 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Menil Collection 1519 Branard St Houston TX 77006 NONE PC TO SUPPORT THE RESTORATION OF THE THREE-ACRE SITE OF THE MENIL HOUSE 25000 Museum Of Fine Arts Houston (Mfah) 1001 Bissonnet St Houston TX 77005 NONE PC TO SUPPORT EDUCATION PROGRAMS AT BAYOU BEND 25000 St Stephen's Episcopal School 1800 Sul Ross St Houston TX 77098 NONE PC TO SUPPORT THE ANNUAL FUND 25000 Texas Hearing Institute 3100 Shenandoah St Houston TX 77021 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Texas Tribune Inc 919 Congress Ave Fl 6 Austin TX 78701 NONE PC FOR GENERAL OPERATING SUPPORT 25000 The Joy School One Chelsea Blvd Houston TX 77006 NONE PC TO SUPPORT THE FINANCIAL AID FUND 10000 The Salvation Army 440 West Nyack Road PO Box C-365 West Nyack NY 10994 NONE PC FOR GENERAL OPERATING SUPPORT 5000 Treefolks 10803 Platt Ln Austin TX 78725 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Trees For Houston 104 N Greenwood St Houston TX 77011 NONE PC TO SUPPORT THE TREE PLANTING PROGRAM 20000 Urban Harvest 3302 Canal Street Suite 73 Houston TX 77003 NONE PC FOR GENERAL OPERATING SUPPORT 20000 Wonderworks PO Box 667550 Houston TX 77266 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Wonders & Worries Inc 9101 Burnet Rd Suite 205 Austin TX 78758 NONE PC TO SUPPORT THE ILLNESS/INJURY EDUCATION AND COPING PROGRAM 10000 ASIA SOCIETY TEXAS CENTER 1370 Southmore Boulevard Houston TX 77004 NONE PC TO SUPPORT 2024-2025 EDUCATION AND OUTREACH INITIATIVES 10000 BREAKTHROUGH HOUSTON 2401 Claremont Lane Houston TX 77019 NONE PC FOR GENERAL OPERATING SUPPORT 15000 CASA MATEO 5773 Woodway Dr PMB 236 Houston TX 77057 NONE PC TO SUPPORT THE DEVELOPMENT OF THE GATHERING AND GARDEN AREA AT CASA MATEO 10000 CHINATI FOUNDATION 1 Cavalry Row Marfa TX 79843 NONE PC FOR GENERAL OPERATING SUPPORT 15000 CHINQUAPIN PREPARATORY SCHOOL 2615 E Wallisville Rd Highlands TX 77562 NONE PC FOR GENERAL OPERATING SUPPORT 10000 COMMUNITIES IN SCHOOLS HOUSTON 1235 N Loop West Ste 300 Houston TX 77008 NONE PC TO SUPPORT THE DROPOUT PREVENTION AND CASE MANAGEMENT PROGRAM AT HOLLIBROOK ES 10000 EPISCOPAL HIGH SCHOOL 4650 Bissonnet St Bellaire TX 77401 NONE PC FOR RENEWAL OF THE SCHOOL'S BENITEZ CHAPEL 25000 GALVESTON BAY FOUNDATION 1725 Highway 146 Kemah TX 77565 NONE PC TO SUPPORT THE ENVIRONMENTAL STEM EDUCATION PROGRAM 10000 GEORGIA O'KEEFFE MUSEUM 217 Johnson Street Santa Fe NM 87501 NONE PC TO SUPPORT THE PARK & GARDENS CAPITAL CAMPAIGN 250000 HOUSTON ARBORETUM & NATURE CENTER 4501 Woodway Houston TX 77024 NONE PC FOR GENERAL OPERATING SUPPORT 25000 HOUSTON BOTANIC GARDEN 8205 N Bayou Dr Houston TX 77017 NONE PC FOR GENERAL OPERATING SUPPORT AND HURRICANE BERYL RELIEF 50000 HOUSTON MUSEUM OF NATURAL SCIENCE 5555 Hermann Park Dr Houston TX 77030 NONE PC TO SUPPORT THE EDUCATION CAMPAIGN 25000 INTERNATIONAL CRANE FOUNDATION E 11376 Shady Lane Rd Baraboo WI 53913 NONE PC FOR GENERAL OPERATING SUPPORT 15000 MEMORIAL PARK CONSERVANCY INC 7575 North Picnic Lane Houston TX 77007 NONE PC FOR GENERAL OPERATING SUPPORT 15000 NATIONAL WILDLIFE FEDERATION SOUTH CENTRAL REGION 11100 Wildlife Center Dr Reston VA 20190 NONE PC TO SUPPORT THE MONARCH HABITAT PROGRAM 10000 ORANGE SHOW FOUNDATION 2334 Gulf Terminal Dr Houston TX 77023 NONE PC TO SUPPORT RENOVATION AND CONSERVATION OF THE BEER CAN HOUSE MOSAICS 10000 PLANNED PARENTHOOD OF GREATER TEXAS 7424 Greenville Ave Suite 206 Dallas TX 75231 NONE PC TO SUPPORT THE PP HEALTH EQUITY FUND 350000 PLANNED PARENTHOOD GULF COAST 4600 Gulf Freeway Houston TX 77023 NONE PC FOR GENERAL OPERATING SUPPORT 250000 PRESERVATION AUSTIN 500 Chicon St Austin TX 78702 NONE PC TO SUPPORT THE CAPITAL CAMPAIGN 25000 SMALL PLACES 257 N Greenwood Houston TX 77011 NONE PC TO SUPPORT THE TRANSITION AND EXPANSION OF THE URBAN FARM 10000 SMALL STEPS NURTURING CENTER 2902 Jensen Drive Houston TX 77026 NONE PC TO SUPPORT THE SCHOLARSHIP SOCIETY 10000 TEXAS SOCIETY TO PREVENT BLINDNESS 2180 North Loop West 435 Houston TX 77018 NONE PC TO SUPPORT STAR PUPILS CHILDREN'S VISION PROGRAM 10000 ROTHKO CHAPEL 3900 Yupon Houston TX 77006 NONE PC TO SUPPORT THE OPENING SPACES CAPITAL CAMPAIGN 50000 WATERLOO GREENWAY CONSERVANCY 1111 Red River St Austin TX 78701 NONE PC FOR GENERAL OPERATING SUPPORT 50000 1770000 0 14 623200 0 18 2009636 0 Miscellaneous Income 1 3385 0 0 2636221 0 2636221 false false false false false false false false false false X X 1 Susan Garwood Charit Lead Annuity Trust 301 Congress Ave Ste 1910 Austin TX 78701 779188 X ACCOUNTING 30450 22837 0 7613 See Attachment II-6 2953602 2930757 See Attachment II-2 2916013 9630153 See Attachment II-3 4989480 7550131 See Attachment II-4 5645808 7941022 See Attachment II-5 1978094 3531101 4242039 4194339 0 0 LEGAL FEES 3498 2624 0 874 PURCHASED INTEREST RECEIVABLE 67108 62193 62193 FEDERAL EXCISE TAX RECEIVABLE 18758 INSURANCE EXPENSE 3523 1058 0 2465 OFFICE EXPENSES 326 98 0 228 Miscellaneous Income 3385 3385 FEDERAL EXCISE TAX PAYABLE 0 2406 INVESTMENT FEES 63033 63033 0 0 Excise Taxes 31164 0 0 0 Foreign Taxes 6039 6039 0 0