Susan H & Wilbur H Marcy Trust
- Assets
- $16.0m
- Revenue
- $1.3m
- Investments
- $0.0
- Employees
- 0
- Location
- Winter Park, FL
- Founding
- 09/1979
- Data as of
- 01/2022
- 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 01/2022, Susan H & Wilbur H Marcy Trust generated $1.3m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 7.1% each year. All expenses for the organization totaled $770.6k during the year ending 01/2022. While expenses have increased by 10.6% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
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:
GRANTS TO THE FIRST UNITED METHODIST CHURCH OF WINTER PARK, FLORIDA, IN THE AMOUNTS OF 250,000 FOR THE STEWARDSHIP CAMPAIGN MATCHING CHALLENGE GRANT AND 60,000 FOR THE REEVES CENTER AND 115,000 FOR THE COUNSELING CENTER PROJECT AND 40,000 FOR THE MARCY MUSIC SCHOLARSHIP PROGRAM AND 40,000 FOR THE CHANCEL RENOVATION AND 24,000 FOR THE TUESDAY NIGHT TABLE PROGRAM AND 50,000 FOR THE DEVELOPMENT OF THE HOSPITALITY CENTER
GRANTS TO THE FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH IN THE AMOUNTS OF 5,000 FOR DR. PRICES SERMON PROJECT AND 51,200 FOR THE MARCY FELLOWS PROGRAM AND 40,000 FOR THE YOUNG CLERGY OF COLOR SCHOLARSHIP PROGRAM
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David A Johnston Trustee | Trustee | 1 | $0 |
Nancy Hanniford Trustee | Trustee | 1 | $0 |
Craig A Smelser Trustee | Trustee | 1 | $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 | $434,945 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $817,065 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,252,010 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $675,200 |
| 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 | $18,808 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $74,804 |
| 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 | $770,618 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,038,938 |
| 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 | $14,934,526 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $15,973,464 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $30,137 |
| 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 | $30,137 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $15,943,327 |
| 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 | $15,973,464 |
Grants Awarded
Over the last fiscal year, Susan H & Wilbur H Marcy Trust has awarded $675,200 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
FIRST UNITED METHODIST CH OF WP PURPOSE: See Form 990, Page 2 | $579,000 |
Lakeland, FL PURPOSE: See Form 990, Page 2 | $96,200 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Christ For All Nations Orlando, FL | $10,548,183 | $19,908,436 |
United Against Poverty Inc Vero Beach, FL | $21,479,964 | $11,068,487 |
Impact 360 Institute Inc Atlanta, GA | $4,530,260 | $9,934,364 |
Campus Outreach Serve Inc Hoover, AL | $4,070,578 | $8,268,154 |
Third Millennium Ministries Inc Casselberry, FL | $8,248,500 | $7,349,091 |
Suncoast Haven Of Rest Rescue Mission Inc Pinellas Park, FL | $540,922 | $5,432,743 |
Avant Garde Academy Inc Hollywood, FL | $1,307,443 | $5,391,830 |
The Rauner Family Foundation Key Largo, FL | $61,036,083 | $5,579,241 |
Buckhead Christian Ministry Inc Atlanta, GA | $4,936,507 | $4,578,885 |
Christians Reaching Out To Society Inc Lake Worth, FL | $3,934,731 | $3,748,964 |
Choice Book Of Gulf State Inc Theodore, AL | $0 | $1,459,933 |
North Georgia Camp And Retreat Ministries Inc Dahlonega, GA | $18,005,770 | $6,432,475 |