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← SUSAN H & WILBUR H MARCY TRUST

Form 990 for tax year 2024

Filed by SUSAN H & WILBUR H MARCY TRUST.

What the amendment changed

Compared with the return it replaced , filed 8 December 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$830,501
Total expenses
$891,243
Contributions and grants received
$0
Grants paid
$783,584
Program service revenue
$0
Investment income
$830,501
Other revenue
$0
Total assets, end of year
$16,960,809
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$16,960,809
Program services expenses (Part IX)
$783,584
Management and general expenses
$107,659
Fundraising expenses
$0
Program service expenses (Part III)
$783,584

Program services were 87.9% 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 $371,620 · excluded $371,620

  • 7a · Gross sales of assets other than inventory

    securities $3,743,798

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

    securities $3,284,917

  • 7c · Gain or loss

    securities $458,881

  • 7d · Net gain or loss

    total $458,881 · excluded $458,881

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $783,584 · program services $783,584

  • 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 $28,214 · management and general $28,214

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11f · Fees: investment management

    total $79,290 · management and general $79,290

  • 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: Meeting Expense

    total $155 · management and general $155

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $723,887 · end of year $1,047,543

  • 11 · Investments: publicly traded securities

    beginning of year $14,307,073 · end of year $15,913,266

  • 18 · Grants payable

    beginning of year $31,927

  • 29 · Capital stock, trust principal or current funds

    beginning of year $14,999,033 · end of year $16,960,809

Mission and programs · 2024

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 Repairs to Reeves Stained Glass Window, 15,000 Repairs to Parsonage Swimming Pool, 28,000 Marcy Singers 2024, 65,000 Student Ministry, 15,000 Repairs to Front Steps of Sanctuary, 20,000 Festival Gloria 2024, 25,000 Reeves Fall Festival, 5,000 2025 Pilgrimages Half, 40,000 Tuesday Night Table Program, 5,000 Sanctuary Door Replacement, 5,000 Capital Campaign Consultant, 35,000 Student Ministry Pilgrimage, 15,000 Replacement of Electrical Panels, 75,000 Matching Grant for New or Increased Pledges, 200,000 Contemporary Service Worship Equipment, 65,000 Coffee with Pastors, 3,000 Thursday Lunch Fellowship, 8,084.

    Expenses $624,084 · Grants $624,084

  • GRANTS TO THE FLORIDA CONFERENCE OF THE UNITED METHODIST CHURCH Young Adult Leadership, 30,000 Warren Willis Camp Conf. Center, 5,000 Wesley at UCF, 32,000 Wesley Foundation at FAMU, 5,000.

    Expenses $72,000 · Grants $72,000

  • GRANT TO FLORIDA SOUTHERN COLLEGE Mental Health Grant,15,000 GRANT TO THE BROADWAY UNITED METHODIST CHURCH Pastor Compensation, 72,500

    Expenses $87,500 · Grants $87,500

As filed on the 2024 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
2024
Filed
10 December 2025
IRS schema version
2024v5.2
Source object
202503449349300715

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