2026-08-27T12:49:23+00:00 2025-12-31 440160260 FORVIS MAZARS LLP 2700 POST OAK BLVD STE 1500 HOUSTON TX 77056 990PF 2025-01-01 760285765 THE SUSAN VAUGHAN FOUNDATION INC SUSA 7133366100 1801 POST OAK BLVD SUITE 500 HOUSTON TX 77056 GEORGE PETERKIN PRESIDENT 7132163447 2026-08-27 true AMANDA MAYA P01067777 7134994600 2026-11-16 2025 2025-03-06 01:10:19Z X 39917112 X 779188 691034 691034 2301457 16079808 2301457 0 0 0 60064 64 0 3831743 2992555 0 374234 319434 54800 8039 6029 0 2010 20318 15238 0 5080 68883 68883 0 0 35837 0 0 0 0 0 0 15855 4757 0 11098 523166 414341 0 72988 1955000 1955000 2478166 414341 0 2027988 1353577 2578214 0 1412044 1124418 1124418 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4242039 3859214 3887920 15529395 16979828 31305515 2953602 3518675 3526707 0 0 0 0 0 0 0 0 0 0 0 62193 72552 72552 24199273 25554687 39917112 0 0 0 0 2406 4243 2406 4243 X 24196867 25550444 24196867 25550444 24199273 25554687 24196867 1353577 0 25550444 0 25550444 SHORT-TERM GAIN/(LOSS) P 2025-01-01 2025-12-31 7946056 7989800 -43744 0 -43744 LONG-TERM GAIN/(LOSS) P 2024-01-01 2025-12-31 8007125 5690396 2316729 0 2316729 ANSYS INC MERGER WITH SYNOPSYS INC P 2025-07-18 126143 0 126143 0 126143 CAPITAL GAIN DISTRIBUTIONS 484 0 484 0 484 COST BASIS ADJUSTMENT 0 98155 -98155 0 -98155 2301457 35837 0 35837 35837 31594 0 25000 56594 20757 20757 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 1.00 16000 0 0 ELIZABETH B OSBORNE 1801 POST OAK BLVD SUITE 500 HOUSTON TX 77056 TRUSTEE 1.00 16000 0 0 GEORGE PETERKIN 1801 POST OAK BLVD SUITE 500 HOUSTON TX 77056 TRUSTEE 1.00 20000 0 0 JOHN PETERKIN 1801 POST OAK BLVD SUITE 500 HOUSTON TX 77056 TRUSTEE 1.00 16000 0 0 THE NORTHERN TRUST COMPANY 1801 POST OAK BLVD SUITE 500 HOUSTON TX 77056 SEC/TREAS 1.00 306234 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 37447304 1360188 67373 38874865 0 38874865 583123 38291742 1914587 1914587 35837 35837 1878750 60000 1938750 1938750 2027988 0 0 2027988 1938750 0 2022 2021 0 0 0 0 0 50265 50265 2027988 0 0 0 1938750 89238 0 139503 0 0 0 0 0 0 139503 0 0 0 50265 89238 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 ASIA SOCIETY TEXAS CENTER 1370 SOUTHMORE BLVD HOUSTON TX 77004 NONE PC TO SUPPORT 2024-2025 EDUCATION AND OUTREACH INITIATIVES 10000 ASTRODOME CONSERVANCY 2726 BISSONNET ST STE 240-417 HOUSTON TX 77005 NONE PC FOR GENERAL OPERATING SUPPORT 25000 AUSTIN PARKS FOUNDATION 1023 SPRINGDALE RD AUSTIN TX 78721 NONE PC TO SUPPORT THE BARTON CREEK GREENBELT RESTORATION PROJECT 5000 AUSTIN SUNSHINE CAMPS PO BOX 161270 AUSTIN TX 78716 NONE PC TO SUPPORT THE OVERNIGHT CAMP PROGRAM 10000 BREAKTHROUGH HOUSTON 2401 CLAREMONT LN HOUSTON TX 77019 NONE PC FOR GENERAL OPERATING SUPPORT AND IN HONOR OF DIRECTORS RETIREMENT 10000 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 CHINATI FOUNDATION 1 CAVALRY ROW MARFA TX 79843 NONE PC FOR GENERAL OPERATING SUPPORT 150000 CHINQUAPIN PREPARATORY SCHOOL 2615 E WALLISVILLE RD HIGHLANDS TX 77562 NONE PC FOR GENERAL OPERATING SUPPORT 15000 COMMUNITIES IN SCHOOLS 1235 N LOOP W STE 300 HOUSTON TX 77008 NONE PC TO SUPPORT THE DROPOUT PREVENTION PROGRAM AT HOLLIBROOK ELEMENTARY SCHOOL (SBISD) 15000 CONSERVATION HISTORY ASSOC OF TEXAS 1304 MARIPOSA DR 211 AUSTIN TX 78704 NONE PC TO SUPPORT THE TEXAS FAUNA PROJECT 10000 CONTEMPORARY ARTS MUSEUM 5216 MONTROSE BLVD HOUSTON TX 77006 NONE PC FOR GENERAL OPERATING SUPPORT 10000 COVENANT HOUSE TEXAS 1111 LOVETT BLVD HOUSTON TX 77006 NONE PC TO PROVIDE A CAPITAL GIFT TOWARD BEAUTIFICATION OF THE NEW CAMPUS 10000 CULLINAN PARK CONSERVANCY PO BOX 422 SUGAR LAND TX 77487 NONE PC TO SUPPORT CULLINAN PARK'S LEAP PROJECT 5000 FOTOFEST INC 2000 EDWARDS ST BUILDING C STE 2 HOUSTON TX 77007 NONE PC TO SUPPORT FOTOFEST BIENNIAL 2024 10000 GALVESTON BAY FOUNDATION 1725 HWY 146 KEMAH TX 77565 NONE PC FOR GENERAL OPERATING SUPPORT 10000 GEORGIA O'KEEFFE MUSEUM 217 JOHNSON ST SANTA FE NM 87501 NONE PC TO SUPPORT THE ABIQUIU GARDEN PROJECT AND FUND A NEW VISITOR BENCH AND STUDIO 200000 GLENWOOD CEMETERY HISTORIC PRESERVATION FOUNDATION 2525 WASHINGTON AVE HOUSTON TX 77007 NONE PC FOR GENERAL OPERATING SUPPORT 15000 GOOD REASON HOUSTON INC 3131 EASTSIDE ST STE 100 HOUSTON TX 77098 NONE PC FOR GENERAL 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RENOVATION OF THE POLLINATOR GARDEN 50000 HOUSTON PARKS BOARD 300 N POST OAK LN HOUSTON TX 77024 NONE PC FOR GENERAL OPERATING SUPPORT 10000 INPRINT INC 1520 W MAIN ST HOUSTON TX 77006 NONE PC FOR GENERAL OPERATING SUPPORT 10000 INTERNATIONAL CRANE FOUNDATION E 11376 SHADY LN RD BARABOO WI 53913 NONE PC FOR GENERAL OPERATING SUPPORT 15000 JOHN FAIREY GARDEN 20559 FM 359 RD HEMPSTEAD TX 77445 NONE PC TO SUPPORT THE JOHN FAIREY GARDEN 10000 KATY PRAIRIE CONSERVANCY 5615 KIRBY DR STE 867 HOUSTON TX 77005 NONE PC FOR GENERAL OPERATING SUPPORT 10000 MENIL COLLECTION 1519 BRANARD ST HOUSTON TX 77006 NONE PC TO SUPPORT THE CHRYSSA & NEW YORK EXHIBITIONS 20000 MUSEUM OF FINE ARTS HOUSTON (MFAH) 1001 BISSONNET ST HOUSTON TX 77005 NONE PC TO SUPPORT EDUCATION PROGRAMS AT BAYOU BEND 35000 NATIONAL WILDLIFE FEDERATION SOUTH CENTRAL REGION 11100 WILDLIFE CENTER DR STE 100 RESTON VA 20190 NONE PC FOR GENERAL OPERATING SUPPORT 10000 NATURE DISCOVERY CENTER 7112 NEWCASTLE BELLAIRE TX 77401 NONE PC FOR GENERAL OPERATING SUPPORT 5000 PLANNED PARENTHOOD GULF COAST 4600 GULF FWY HOUSTON TX 77023 NONE PC FOR GENERAL OPERATING SUPPORT 100000 PLANNED PARENTHOOD OF GREATER TEXAS 7424 GREENVILLE AVE STE 206 DALLAS TX 75231 NONE PC FOR GENERAL OPERATING SUPPORT 250000 PRESERVATION HOUSTON 3907 MAIN ST HOUSTON TX 77002 NONE PC FOR GENERAL OPERATING SUPPORT 20000 PROJECT ROW HOUSES 2521 HOLMAN ST HOUSTON TX 77004 NONE PC TO SUPPORT THE 2025-2026 PROJECT ROW HOUSES ARTIST ROUNDS 5000 SMALL PLACES 257 N GREENWOOD HOUSTON TX 77011 NONE PC TO SUPPORT THE CAPITAL CAMPAIGN FOR TRANSITION AND EXPANSION OF THEIR URBAN FARM 10000 SMALL STEPS NURTURING CENTER 2902 JENSEN DR HOUSTON TX 77026 NONE PC TO SUPPORT THE SCHOLARSHIP SOCIETY 10000 ST STEPHEN'S EPISCOPAL SCHOOL 1800 SUL ROSS ST HOUSTON TX 77098 NONE PC TO SUPPORT THE ANNUAL FUND 250000 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 10000 TRAIL CONSERVANCY 1333 SHORE DISTRICT DR AUSTIN TX 78741 NONE PC FOR GENERAL OPERATING SUPPORT 20000 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 ANNUAL TREE PLANTING (SPECIAL GRANT) 15000 URBAN HARVEST 3302 CANAL ST STE 73 HOUSTON TX 77003 NONE PC FOR GENERAL OPERATING SUPPORT 20000 WILDLIFE HABITAT FEDERATION PO BOX 75 CAT SPRINGS TX 78933 NONE PC FOR GENERAL OPERATING SUPPORT 10000 WONDERWORKS PO BOX 667550 HOUSTON TX 77266 NONE PC FOR GENERAL OPERATING SUPPORT 10000 WONDERS & WORRIES INC 9101 BURNET RD STE 205 AUSTIN TX 78758 NONE PC TO SUPPORT THE PARENTAL ILLNESS EDUCATION AND COPING SUPPORT PROGRAM 10000 ZILKER 351 11675 JOLLYVILLE RD STE 100 AUSTIN TX 78759 NONE PC FOR GENERAL OPERATING SUPPORT 50000 1955000 0 14 691034 18 2301457 CLASS ACTION PROCEEDS 1 64 RECOVERY OF GRANTS 1 60000 0 3052555 0 3052555 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 20318 15238 0 5080 CORPORATE BONDS 3518675 3526707 CORPORATE STOCK 16979828 31305515 3859214 3887920 0 0 LEGAL FEES 8039 6029 0 2010 PURCHASED INTEREST RECEIVABLE 62193 72552 72552 INSURANCE EXPENSE 15543 4663 0 10880 OFFICE EXPENSES 312 94 0 218 CLASS ACTION PROCEEDS 64 64 0 RECOVERY OF GRANTS 60000 0 0 FEDERAL EXCISE TAX PAYABLE 2406 4243 INVESTMENT FEES 68883 68883 0 0 EXCISE TAXES 35837 0 0 0