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← SUSAN H & WILBUR H MARCY TRUST

Form 990 for tax year 2022

Filed by SUSAN H & WILBUR H MARCY TRUST.

Totals

Total revenue
$371,192
Total expenses
$769,877
Contributions and grants received
$0
Grants paid
$681,272
Program service revenue
$0
Investment income
$371,192
Other revenue
$0
Total assets, end of year
$14,257,045
Total liabilities, end of year
$100,000
Net assets or fund balances, end of year
$14,157,045
Program services expenses (Part IX)
$681,272
Management and general expenses
$88,605
Fundraising expenses
$0
Program service expenses (Part III)
$681,272

Program services were 88.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $396,176

  • 7a · Gross sales of assets other than inventory

    securities $2,818,821

  • 7b · Less cost or other basis and sales expenses

    securities $2,843,805

  • 7c · Gain or loss

    securities -$24,984

  • 7d · Net gain or loss

    total -$24,984

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $681,272 · program services $681,272

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $18,757 · management and general $18,757

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11f · Fees: investment management

    total $69,709 · management and general $69,709

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: Misc. Expenses including account service fees

    total $139 · management and general $139

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,038,938 · end of year $935,906

  • 11 · Investments: publicly traded securities

    beginning of year $14,934,526 · end of year $13,321,139

  • 18 · Grants payable

    beginning of year $30,137 · end of year $100,000

  • 29 · Capital stock, trust principal or current funds

    beginning of year $15,943,327 · end of year $14,157,045

Mission and programs · 2022

Mission

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.

  • Grants to the FIRST UNITED METHODIST CHURCH of Winter Park, Florida, in the amounts of 200,000 for the Stewardship Campaign Matching Challenge Grant 20,000 for the Reeves Center 25,000 for the Counseling Center Project 45,000 for the Marcy Singers program 25,000 for The Ruined Life program 12,000 for the Tuesday Night Table Program 5,137 for REALM Cleanup 25,000 for Festival Gloria 40,000 for the Digital Ministry 15,000 for the Killarney Ministry 10,000 for the Assimilation Ministry 10,000 for the Audio Ministry 19,000 for Handbell Refurbishment and 65,135 for Hurricanes Ian and Nicole Relief Effort

    Expenses $516,272 · Grants $516,272

  • Grant to the FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH in the amount of 100,000 for Hurricane Ian and Nicole Relief Effort Grant to FLORIDA SOUTHERN COLLEGE in the amount of 15,000 for its Chapel Program Grants to CRAVE OF FLORIDA, INC. in the amount of 50,000 for its Fresh Expression Support Group

    Expenses $165,000 · Grants $165,000

As filed on the 2022 return.

Listed in Part VII

  • David A Johnston

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Nancy Hanniford

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Craig A Smelser

    Trustee

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 December 2023
IRS schema version
2022v5.0
Source object
202323499349300642

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