2023-08-29T13:09:31-05:00 2022-12-31 FORVIS LLP 2700 Post Oak Blvd Ste 1500 HOUSTON TX 77056 990PF 2022-01-01 760285765 The Susan Vaughan Foundation Inc % THE NORTHERN TRUST COMPANY SUSA 7133366100 1801 Post Oak Blvd Suite 500 Houston TX 77056 George Peterkin PRESIDENT 7132163447 2023-11-15 true George Peterkin XXX-XX-XXXX Amanda Maya P01067777 7134994600 2 2022 2023-04-26 12:10:37Z X X 28480124 X 779188 462419 462419 72867 11552870 72867 1314474 535286 279755 224955 54800 12009 9007 0 3002 34605 25954 0 8651 54601 54601 0 0 3027 0 0 0 9934 3001 0 6933 393931 317518 0 73386 1439500 1439500 1833431 317518 0 1512886 -518957 217768 1256619 874106 874106 2575375 3006532 2779533 15849548 15639721 21293397 4183248 3795332 3465178 37768 67910 67910 23902558 23383601 28480124 0 0 0 X 23902558 23383601 23902558 23383601 23902558 23383601 23902558 -518957 23383601 23383601 SEE ATTACHMENT D-1 P 4025426 4441883 -416457 -416457 SEE ATTACHMENT D-2 P 7526816 7028697 498119 498119 COST BASIS ADJUSTMENT P 0 9423 -9423 -9423 CAPITAL GAIN DIVIDENDS P 628 CAPITAL GAIN DIVIDENDS P 628 CAPITAL GAIN DIVIDENDS P 628 72867 3027 3027 3027 27341 0 27341 24314 24314 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 1.0 16000 0 0 ELIZABETH B OSBORNE 1801 Post Oak Blvd Suite 500 Houston TX 77056 TRUSTEE 1.0 16000 0 0 GEORGE PETERKIN 1801 Post Oak Blvd Suite 500 Houston TX 77056 TRUSTEE 1.0 20000 0 0 JOHN PETERKIN 1801 Post Oak Blvd Suite 500 Houston TX 77056 TRUSTEE 1.0 16000 0 0 THE NORTHERN TRUST COMPANY 1801 Post Oak Blvd Suite 500 Houston TX 77056 SEC/TREAS 1.0 211755 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 29252686 1295156 37976 30585818 0 30585818 458787 30127031 1506352 1506352 3027 3027 1503325 1503325 1503325 1512886 0 0 0 0 1512886 1503325 18528 2020 2019 2018 0 1512886 18528 1494358 0 0 0 0 8967 0 0 NONE THE NORTHERN TRUST COMPANY 1801 Post Oak Blvd Suite 500 HOUSTON TX 77056 7133366100 THE NORTHERN TRUST COMPANY APPLICATIONS ARE IN LETTER FORM. NONE NONE Urban Harvest Inc 3302 Canal Street Suite 73 HOUSTON TX 77003 NONE PC CHARITABLE 20000 Rice Design Alliance Rice University MS-50 6100 Main Street HOUSTON TX 77005 NONE PC CHARITABLE 30000 Breakthrough Houston 2401 CLAREMONT LANE HOUSTON TX 77019 NONE PC CHARITABLE 10000 Contemporary Arts Museum 5216 montrose blvd HOUSTON TX 77006 NONE PC program support 15000 BAYOU CITY WATERKEEPER 2010 N Loop West Suite 103 HOUSTON TX 77018 NONE PC CHARITABLE 25000 Houston Arboretum & Nature Center 4501 WOODWAY HOUSTON TX 77024 NONE PC CHARITABLE 25000 Planned Parenthood Gulf Coast Inc 4600 GULF FREEWAY HOUSTON TX 77023 NONE PC SOCIAL SERVICE 250000 Chinquapin School 2615 E WALLISVILLE RD HIGHLANDS TX 77562 NONE PC CHARITABLE 10000 Houston Botanic Garden 3701 kirby dr ste 992 houston TX 77098 NONE PC CHARITABLE 25000 Mindpop 5511 PARKCREST DR STE 207 AUSTIN TX 78731 NONE PC CHARITABLE 20000 Planned Parenthood of Greater Texas 7424 GREENVILLE AVE SUITE 206 DALLAS TX 75231 NONE PC CHARITABLE 130000 International Crane Foundation E 11376 Shady Lane Rd baraboo WI 53913 NONE PC CHARITABLE 15000 Casa de Esperanza De Los Ninos Inc 2911-A Corder St HOUSTON TX 77054 NONE PC CHARITABLE 17500 Katy Prairie Conservancy 5615 Kirby Drive Suite 867 houston TX 77005 NONE PC CHARITABLE 10000 Museum of Fine Arts Houston 1001 Bissonnet houston TX 77005 NONE PC CHARITABLE 40000 St Stephen's Episcopal School 1800 Sul Ross St houston TX 77098 NONE PC CHARITABLE 125000 Texas Hearing Institute 3100 Shenandoah St HOUSTON TX 77021 NONE PC CHARITABLE 10000 Wonderworks PO Box 667550 HOUSTON TX 77266 NONE PC CHARITABLE 10000 HOUSTON CENTER FOR CONTEMPORARY CRAFT 4848 MAIN ST HOUSTON TX 77002 NONE PC CHARITABLE 10000 INPRINT INC 1520 W MAIN ST HOUSTON TX 77006 NONE PC CHARITABLE 7500 TEXAS TRIBUNE INC 919 CONGRESS AVE FL 6 AUSTIN TX 78701 NONE PC CHARITABLE 25000 TREES FOR HOUSTON PO BOX 270477 HOUSTON TX 77277 NONE PC CHARITABLE 10000 WONDERS & WORRIES INC 9101 BURNET RD SUITE 205 AUSTIN TX 78758 NONE PC CHARITABLE 10000 SPARK SCHOOL PARK PROGRAM PO BOX 1562 HOUSTON TX 77251 NONE PC CHARITABLE 10000 COMMUNITIES IN SCHOOLS HOUSTON 1235 N Loop West Ste 300 Houston TX 77008 NONE PC CHARITABLE 10000 GALVESTON BAY FOUNDATION 1725 Highway 146 Kemah TX 77565 NONE PC CHARITABLE 10000 GEORGIA OKEEFFE MUSEUM 217 Johnson Street Sante Fe NM 87501 NONE PC CHARITABLE 100000 GREAT SPRINGS PROJECT INC PO Box 12331 Austin TX 78711 NONE PC CHARITABLE 50000 HIGH POINT UNIVERSITY One University Parkway High Point NC 27268 NONE PC CHARITABLE 100000 NATIONAL WILDLIFE FEDERATION SOUTH CENTRAL REGION 11100 Wildlife Center Drive Reston Reston VA 20190 NONE PC CHARITABLE 10000 SMALL STEPS NURTURING CENTER 2902 Jensen Drive Houston TX 77026 NONE PC CHARITABLE 9000 THE SALVATION ARMY 440 West Nyack Road PO Box C-635 West Nyack NY 10994 NONE PC CHARITABLE 5000 WATERLOO GREENWAY CONSERVANCY 1111 Red River St Austin TX 78701 NONE PC CHARITABLE 50000 ARCHAEOLOGICAL INSTITUTE OF AMERICA 44 Beacon St BOSTON MA 02108 NONE PC CHARITABLE 15000 ARMAND BAYOU NATURE CENTER 8500 Bay Area Blvd PASADENA TX 77507 NONE PC CHARITABLE 35000 BAYOU PRESERVATION ASSOCIATION 7305 Navigation Blvd Ste A HOUSTON TX 77011 NONE PC CHARITABLE 10000 CANCARE INC 575 Katy Fwy 428 HOUSTON TX 77024 NONE PC CHARITABLE 10000 COVENANT HOUSE TEXAS 1111 Lovett Blvd HOUSTON TX 77006 NONE PC CHARITABLE 10000 DA CAMERA OF HOUSTON 1402 Sul Ross St HOUSTON TX 77006 NONE PC CHARITABLE 7500 CAMP FIRE CENTRAL TEXAS 3710 Cedar St AUSTIN TX 78705 NONE PC CHARITABLE 5000 GATEWAY ACADEMY 3721 Dacoma Street HOUSTON TX 77092 NONE PC CHARITABLE 3000 GLENWOOD CEMETERY HISTORIC CAPITAL CAMPAIGN 2525 Washington Avenue HOUSTON TX 77007 NONE PC CHARITABLE 70000 HOUSTON HOSPICE 1905 HOLCOMBE BLVD HOUSTON TX 77030 NONE PC CHARITABLE 10000 HOUSTON MUSEUM OF NATURAL SCIENCE 5555 Hermann Park Dr HOUSTON TX 77030 NONE PC CHARITABLE 10000 HOUSTON PARKS BOARD 300 N Post Oak Ln HOUSTON TX 77024 NONE PC CHARITABLE 25000 HOUSTON SPCA 7007 Old Katy Rd HOUSTON TX 77024 NONE PC CHARITABLE 10000 THE NATURE DISCOVERY CENTER INC 7112 Newcastle Street Bellaire TX 77401 NONE PC charitable 5000 TREEFOLKS 10803 Platt Ln AUSTIN TX 78725 NONE PC CHARITABLE 10000 1439500 14 462419 18 72867 535286 535286 false false false false false false false false false false X X 1 SUSAN GARWOOD CHARIT LEAD ANNUITY 301 CONGRESS AVE STE 1910 AUSTIN TX 78701 779188 X AUDIT AND TAX ACCOUNTING 34605 25954 0 8651 SEE ATTACHMENT 8-1 3795332 3465178 SEE ATTACHMENT 7-1 3698981 7822442 SEE ATTACHMENT 7-2 4689479 4893880 SEE ATTACHMENT 7-3 5471834 6641150 SEE ATTACHMENT 7-4 1779427 1935925 3006532 2779533 LEGAL FEES 12009 9007 0 3002 PURCHASED INTEREST RECEIVABLE 33892 42061 42061 FEDERAL EXCISE TAX RECEIVABLE 3876 25849 25849 OFFICE EXPENSES 604 181 0 423 INSURANCE EXPENSE 9300 2790 0 6510 MISCELLANEOUS EXPENSES 30 30 0 0 RECOVERED GRANT DONATION FEDERAL EXCISE TAX PAYABLE 0 CASH-INVESTMENT FEES 54601 54601 0 0 EXCISE TAXES 3027 0 0 0