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Nonprofit · EIN 76-0285765

SUSAN VAUGHAN FOUNDATION INC

Tax-exempt · HOUSTON, TX 77056

Financials

$1.5M$1.8M2023$3.4M$2.3M2024$3.8M$2.5M2025
Revenue Expenses · by fiscal year end
Financials of SUSAN VAUGHAN FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,831,743$2,478,166$1,353,577$25,554,687$4,243$25,550,444
December 31, 2024990-PF$3,421,448$2,267,404$1,154,044$24,199,273$2,406$24,196,867
December 31, 2023990-PF$1,486,412$1,827,190-$340,778$23,042,823$0$23,042,823
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$779,188
Dividends
$691,034
Net gain from sales of assets
$2,301,457
Other income
$60,064

Expenses

Grants and similar amounts paid
$1,955,000
Compensation of officers, directors and key employees
$374,234
Disbursements for charitable purposes
$2,027,988
Excise tax on investment income
$35,837

Balance sheet and other

Total assets, start of year
$24,199,273
Total assets, end of year
$25,554,687
Total liabilities, end of year
$4,243
Net assets, end of year
$25,550,444
Fair market value of assets
$39,917,112
Qualifying distributions
$2,027,988
Net investment income
$2,992,555

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
THE NORTHERN TRUST COMPANY
1801 POST OAK BLVD, SUITE 500, HOUSTON, TX 77056
SEC/TREAS1$306,234
GEORGE PETERKIN
1801 POST OAK BLVD, SUITE 500, HOUSTON, TX 77056
TRUSTEE1$20,000
DUNCAN E OSBORNE
1801 POST OAK BLVD, SUITE 500, HOUSTON, TX 77056
TRUSTEE1$16,000
ELIZABETH B OSBORNE
1801 POST OAK BLVD, SUITE 500, HOUSTON, TX 77056
TRUSTEE1$16,000
JOHN PETERKIN
1801 POST OAK BLVD, SUITE 500, HOUSTON, TX 77056
TRUSTEE1$16,000
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
THE NORTHERN TRUST COMPANY
1801 POST OAK BLVD, SUITE 500, HOUSTON, TX 77056
SEC/TREAS1$291,371
GEORGE PETERKIN
1801 POST OAK BLVD, SUITE 500, HOUSTON, TX 77056
TRUSTEE1$20,000
DUNCAN E OSBORNE
1801 POST OAK BLVD, SUITE 500, HOUSTON, TX 77056
TRUSTEE1$16,000
ELIZABETH B OSBORNE
1801 POST OAK BLVD, SUITE 500, HOUSTON, TX 77056
TRUSTEE1$16,000
JOHN PETERKIN
1801 POST OAK BLVD, SUITE 500, HOUSTON, TX 77056
TRUSTEE1$16,000
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
THE NORTHERN TRUST COMPANY
1801 POST OAK BLVD, SUITE 500, HOUSTON, TX 77056
SEC/TREAS1$206,564
GEORGE PETERKIN
1801 POST OAK BLVD, SUITE 500, HOUSTON, TX 77056
TRUSTEE1$20,000
DUNCAN E OSBORNE
1801 POST OAK BLVD, SUITE 500, HOUSTON, TX 77056
TRUSTEE1$16,000
ELIZABETH B OSBORNE
1801 POST OAK BLVD, SUITE 500, HOUSTON, TX 77056
TRUSTEE1$16,000
JOHN PETERKIN
1801 POST OAK BLVD, SUITE 500, HOUSTON, TX 77056
TRUSTEE1$16,000

Address and contacts

Address (IRS master file)
1801 POST OAK BLVD STE 500, HOUSTON, TX 77056-3855
In care of
% THE NORTHERN TRUST COMPANY
Signed the 990-PF
GEORGE PETERKIN, PRESIDENT
Phone
(713) 336-6100
Return prepared by
FORVIS MAZARS LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
76-0285765
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$25,554,687
Income (IRS master file)
$17,610,094

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,831,743$2,478,166$25,554,687XML
990-TDecember 2025–––IRS
990-PFDecember 2024$3,421,448$2,267,404$24,199,273XML
990-TDecember 2024–––IRS
990-PFDecember 2023$1,486,412$1,827,190$23,042,823XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 76-0285765).

Questions about SUSAN VAUGHAN FOUNDATION INC

What is the EIN of SUSAN VAUGHAN FOUNDATION INC?
The employer identification number (EIN) of SUSAN VAUGHAN FOUNDATION INC is 76-0285765.
Is SUSAN VAUGHAN FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to SUSAN VAUGHAN FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SUSAN VAUGHAN FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SUSAN VAUGHAN FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SUSAN VAUGHAN FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SUSAN VAUGHAN FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $306,234 (THE NORTHERN TRUST COMPANY, SEC/TREAS).
How much revenue does SUSAN VAUGHAN FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,831,743, expenses of $2,478,166 and total assets of $25,554,687 at year end.

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