Susan H & Wilbur H Marcy Trust
- Assets
- $15.0m
- Revenue
- $595.0k
- Investments
- $0.0
- Employees
- 0
- Location
- Winter Park, FL
- Founding
- 09/1979
- Data as of
- 01/2024
- EIN
- 59-1932547
Organization Overview
Susan H & Wilbur H Marcy Trust is located in Winter Park, FL. The organization was established in 1979. According to its NTEE Classification (X99) the organization is classified as: Religion-Related N.E.C., under the broad grouping of Religion-Related and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Susan H & Wilbur H Marcy Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 01/2024, Susan H & Wilbur H Marcy Trust generated $595.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (5.0%) each year. All expenses for the organization totaled $895.7k during the year ending 01/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Susan H & Wilbur H Marcy Trust has awarded 12 individual grants totaling $2,870,478. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
THE TRUST IS A SUPPORTING ORGANIZATION FOR THE UNITED METHODIST CHUCH AND CHURCHES AND OTHER INSTITUTIONS AFFILITATED WITH IT IN THE SOUTHEASTERN STATES OF THE UNITED STATES.
Describe the Organization's Program Activity:
SEE ATTACHED SCHEDULE OF GRANTS MADE TO SUPPORTED INSTITUTIONS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David A Johnston Trustee | Trustee | 2 | $0 |
Nancy Hanniford Trustee | Trustee | 2 | $0 |
Craig A Smelser Trustee | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $391,377 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $203,614 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $594,991 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $815,400 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $6,087 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $74,397 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $895,745 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $723,887 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $14,307,073 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $15,030,960 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $31,927 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $31,927 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $14,999,033 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $15,030,960 |
Grants Awarded
Over the last fiscal year, Susan H & Wilbur H Marcy Trust has awarded $815,400 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
FIRST UNITED METHODIST CH OF WP PURPOSE: See Form 990, Page 2 | $522,900 |
FL CONF OF THE UNITED METH CHURCH PURPOSE: See Form 990, Page 2 | $205,000 |
FLORIDA SOUTHERN COLLEGE PURPOSE: See Form 990, Page 2 | $15,000 |
BROADWAY UNITED METHODIST CHURCH PURPOSE: See Form 990, Page 2 | $72,500 |