2024-10-11T11:23:56+00:00 2023-12-31 440160260 Forvis Mazars LLP 2700 Post Oak Blvd Ste 1500 Houston TX 77056 990PF 2023-01-01 760285765 THE SUSAN VAUGHAN FOUNDATION INC SUSA 7133366100 1801 Post Oak Blvd Suite 500 Houston TX 77056 George Peterkin President 7132163447 2024-10-11 true Amanda Maya P01067777 7134994600 2024-11-15 2023 2024-10-15 13:58:12Z X 33756819 X 779188 539161 539161 166528 13616848 166528 0 0 0 1535 0 0 1486412 705689 0 274564 219764 54800 9992 7494 0 2498 27983 20987 0 6996 53062 53062 0 0 7091 0 0 0 0 0 0 15498 4669 0 10829 388190 305976 0 75123 1439000 1439000 1827190 305976 0 1514123 -340778 399713 0 874106 1966477 1966477 0 0 0 0 0 0 0 0 0 0 0 0 0 3006532 3705807 3754964 15639721 14331846 25110373 3795332 2952827 2839139 0 0 0 0 0 0 0 0 0 0 0 67910 85866 85866 23383601 23042823 33756819 0 0 0 0 0 0 X 23383601 23042823 23383601 23042823 23383601 23042823 23383601 -340778 0 23042823 0 23042823 Short Term - Attachment D-1 P 2023-01-01 2023-12-31 6407818 6605240 -197422 0 -197422 Long Term - Attachment D-2 D 2022-01-01 2023-12-31 7209029 6837373 371656 0 371656 COST BASIS ADJUSTMENT D 2022-01-01 2023-12-31 0 7706 -7706 0 -7706 166528 0 5556 5556 5556 24314 24314 18758 18758 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 206564 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 30107246 793420 54584 30955250 0 30955250 464329 30490921 1524546 1524546 5556 5556 1518990 1518990 1518990 1514123 0 0 1514123 1518990 8967 0 1514123 8967 0 0 1505156 0 0 0 0 0 0 13834 0 0 0 0 0 0 0 0 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 FOR GENERAL OPERATING SUPPORT 10000 ARCHAEOLOGICAL INSTITUTE OF AMERICA 44 Beacon St Boston MA 02108 NONE PC TO SUPPORT DIGITAL CONTENT AND NEW PROGRAMMING EFFORTS IN HOUSTON 10000 Charles Moore Foundation 2102 Quarry Rd Austin TX 78703 NONE PC PRIORITY PRESERVATION PROJECT 15000 Conservation History Assn of Texas 1304 Mariposa Dr 211 Austin TX 78704 NONE PC TO SUPPORT THE TEXAS FAUNA PROJECT 5000 COVENANT HOUSE TEXAS 1111 Lovett Blvd Houston TX 77006 NONE PC TO PROVIDE A CAPITAL GIFT TOWARD BEAUTIFICATION OF THE NEW CAMPUS 35000 Houston Center for Contemporary Craft 4848 Main St Houston TX 77002 NONE PC TO SUPPORT THE RESIDENCY PROGRAM IN HOUSTON 10000 HOUSTON MUSEUM OF NATURAL SCIENCE 5555 Hermann Park Dr Houston TX 77030 NONE PC TO SUPPORT THE COCKRELL BUTTERFLY CENTER AND RENOVATION OF THE POLLINATOR GARDEN 10000 JOHN FAIREY GARDEN 20559 FM 359 Rd Hempstead TX 77445 NONE PC TO SUPPORT THE JOHN FAIREY GARDEN 10000 Katy Prairie Conservancy 5615 Kirby Drive Suite 867 Houston TX 77005 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Memorial Park Conservancy 7575 North Picnic Lane Houston TX 77007 NONE PC FOR GENERAL OPERATING SUPPORT 30000 Menil Collection 1519 Branard St Houston TX 77006 NONE PC TO SUPPORT THE CHRYSSA & NEW YORK EXHIBITIONS 10000 Museum of Fine Arts Houston 1001 Bissonnet St Houston TX 77005 NONE PC TO SUPPORT EDUCATION PROGRAMS AT BAYOU BEND 25000 The Joy School One Chelsea Blvd Houston TX 77006 NONE PC TO SUPPORT THE DREAM BIG CAPITAL CAMPAIGN 50000 Urban Harvest 3302 Canal Street Suite 73 Houston TX 77003 NONE PC FOR GENERAL OPERATING SUPPORT 20000 Wonders & Worries Inc 9101 Burnet Rd Suite 205 Austin TX 78758 NONE PC TO SUPPORT THE PARENTAL ILLNESS EDUCATION AND COPING SUPPORT PROGRAM 10000 ARMAND BAYOU NATURE CENTER 8500 Bay Area Blvd Pasadena TX 77507 NONE PC FOR GENERAL OPERATING SUPPORT AND RENEWAL 2024 CAMPAIGN 10000 BAYOU PRESERVATION ASSOCIATION 7305 Navigation Blvd Ste A Houston TX 77011 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Casa de Esperanza De Los Ninos 2911-A Corder St Houston TX 77054 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Communities in Schools 1235 N Loop West Ste 300 Houston TX 77008 NONE PC TO SUPPORT THE DROPOUT PREVENTION PROGRAM AT HOLLIBROOK ELEMENTARY SCHOOL (SBISD) 10000 Fotofest Inc 2000 Edwards St Building C Suite 2 Houston TX 77007 NONE PC TO SUPPORT FOTOFEST BIENNIAL 2024 10000 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 50000 Hermann Park Conservancy 1700 Hermann Dr Houston TX 77004 NONE PC FOR GENERAL OPERATING SUPPORT 25000 HOUSTON PARKS BOARD 300 N Post Oak Ln Houston TX 77024 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Planned Parenthood Gulf Coast 4600 Gulf Freeway Houston TX 77023 NONE PC FOR GENERAL OPERATING SUPPORT 200000 St Stephen's Episcopal School 1800 Sul Ross St Houston TX 77098 NONE PC TO SUPPORT THE ANNUAL FUND 35000 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 Salvation Army 440 West Nyack Road PO Box C-365 West Nyack NY 10994 NONE PC FOR GENERAL OPERATING SUPPORT 5000 Wonderworks PO Box 667550 Houston TX 77266 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Asia Society Texas Center 1370 Southmore Boulevard Houston TX 77004 NONE PC TO SUPPORT FY24 EDUCATION AND OUTREACH INITIATIVES 10000 BARTON SPRINGS CONVERVANCY 2100 Stamford Ln Austin TX 78703 NONE PC TO SUPPORT THE BARTON SPRINGS BATHHOUSE REHABILITATION PROJECT 100000 Breakthrough Houston 2401 Claremont Lane Houston TX 77019 NONE PC FOR GENERAL OPERATING SUPPORT AND IN HONOR OF DIRECTORS RETIREMENT 25000 Chinquapin School 2615 E Wallisville Rd Highlands TX 77562 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Depelchin Children's Center 4950 Memorial Drive Houston TX 77007 NONE PC TO SUPPORT NEW BUILDING CONSTRUCTION 100000 Documentary Alliance 4319 Spellman Rd Houston TX 77035 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Galveston Bay Foundation 1725 Highway 146 Kemah TX 77565 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Georgia O'Keeffe Museum 217 Johnson Street Santa Fe NM 87501 NONE PC TO SUPPORT THE ABIQUIU GARDEN PROJECT AND FUND A NEW VISITOR BENCH AND STUDIO 35000 HOUSE OF AMOS PO Box 720779 Houston TX 77072 NONE PC FOR GENERAL OPERATING SUPPORT 5000 Houston Arboretum & Nature Center 4501 Woodway Houston TX 77024 NONE PC FOR GENERAL OPERATING SUPPORT 25000 Houston Botanic Garden 3701 Kirby Dr Ste 992 Houston TX 77098 NONE PC FOR GENERAL OPERATING SUPPORT 25000 International Crane Foundation E 11376 Shady Lane Rd Baraboo WI 53913 NONE PC FOR GENERAL OPERATING SUPPORT 15000 Mindpop 5511 Parkcrest Dr Ste 207 Austin TX 78731 NONE PC TO SUPPORT THE AUSTIN CREATIVE LEARNING workshops & INITIATIVE 10000 National Wildlife Federation South Central Region 11100 Wildlife Center Drive Reston Reston VA 20190 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Planned Parenthood of Greater Texas 7424 Greenville Ave Suite 206 Dallas TX 75231 NONE PC FOR GENERAL OPERATING SUPPORT 30000 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 Drive Houston TX 77026 NONE PC TO SUPPORT THE SCHOLARSHIP SOCIETY 9000 Spark School Park Program PO Box 1562 Houston TX 77251 NONE PC TO SUPPORT THE RESPARK PROJECT AT RODRIGUEZ ELEMENTARY SCHOOL 20000 TEXAS PARKS AND WILDLIFE FOUNDATION 6220 Gaston Ave Suite 625 Dallas TX 75214 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Texas Society to Prevent Blindness 2180 North Loop West 435 Houston TX 77018 NONE PC TO SUPPORT STAR PUPILS CHILDRENS VISION SCREENING AND EARLY Detection Program 10000 Trees for Houston PO Box 270477 Houston TX 77277 NONE PC TO SUPPORT ANNUAL TREE PLANTING (SPECIAL GRANT) 20000 Washington on the brazos historical foundation PO Box 1 Washington TX 77880 NONE PC TO SUPPORT A CAPITAL IMPROVEMENTS PROJECT TO PROVIDE A WORLD CLASS VISITOR EXPERIENCE AND EDUCTATION PROGRAM 25000 Waterloo Greenway Conservancy 1111 Red River St Austin TX 78701 NONE PC TO SUPPORT PUBLIC ART IN WATERLOO PARK, VIDEO ART INSTALLATION, AND TEN YEARS OF CREEK SHOW 50000 Writers in the schools 1523 West Main Houston TX 77006 NONE PC FOR GENERAL OPERATING SUPPORT 10000 Austin Community Foundation 4315 Guadalupe Street Suite 300 Austin TX 78751 NONE PC For the benefit of shield ranch foundation charitable fund. 150000 1439000 0 14 539161 18 166528 0 705689 0 705689 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 27983 20987 6996 See Attachment II-6 2952827 2839139 See Attachment II-2 3174995 9084380 See Attachment II-3 4863190 6531884 See Attachment II-4 4524336 6676313 See Attachment II-5 1769325 2817796 3705807 3754964 0 0 LEGAL FEES 9992 7494 2498 PURCHASED INTEREST RECEIVABLE 42061 67108 67108 FEDERAL EXCISE TAX RECEIVABLE 25849 18758 18758 INSURANCE EXPENSE 15065 4520 10545 OFFICE EXPENSES 406 122 284 MISCELLANEOUS EXPENSES 27 27 0 Excise Tax Refund 1535 INVESTMENT FEES 53062 53062 0 Excise Taxes 7091 0 0 0