Form 990 for tax year 2024
Filed by SUSAN H & WILBUR H MARCY TRUST.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2024 , filed 10 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.
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
-
First United Methodist Ch of WP
$624,084
See attachment to Form 990, Page 2
-
Broadway United Methodist Church
$72,500
See attachment to Form 990, Page 2
-
See attachment to Form 990, Page 2
-
$15,000
See attachment to Form 990, Page 2
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.
-
501c3 · Religious · FL
-
FL Conf of the United Methodist Church
501c3 · Religious · FL
-
501c3 · Educational · FL
-
Broadway United Methodist Church
501c3 · Religious · FL
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 8 December 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543429349301324
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