Susan H & Wilbur H Marcy Trust

WINTER PARK, FL EIN: 59-1932547

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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$17.0M

+12.8% YoY

Annual Giving

$784K

-3.9% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$196K

-3.9% YoY

About Susan H & Wilbur H Marcy Trust

Based on IRS filings

Susan H & Wilbur H Marcy Trust is a nonprofit organization, based in WINTER PARK, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $17.0M in total assets. In 2025, it awarded 4 grants totaling $784K. Net investment income was $831K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BrandonLakelandOrlandoWinter Park

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$344K$689K$1M$1M20212022202320242025
Metric202520242023
Total Assets$16,960,809$15,030,960$14,257,045
Revenue$830,501$594,991$371,192
Expenses$891,243$895,745$769,877
Qualifying Distributions
Net Investment Income$830,501$594,991$371,192
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$204K$408K$612K$815K2 grants20212 grants20224 grants20234 grants20244 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

First United Methodist C…$624KBroadway United Methodis…$73KFL Conf of the United Me…$72KFlorida Southern College$15K

Grant Size Distribution

16 grants across all recorded years

4<$50K5$50–100K2$100–250K$250–500K5$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include First United Methodist Ch of WP ($624,084), Broadway United Methodist Church ($72,500), FL Conf of the United Meth Church ($72,000).

RecipientPurposeAmount
First United Methodist Ch of WP Winter Park, FLSee attachment to Form 990, Page 2$624,084
FL Conf of the United Meth Church Lakeland, FLSee attachment to Form 990, Page 2$72,000
Florida Southern College Lakeland, FLSee attachment to Form 990, Page 2$15,000
Broadway United Methodist Church Orlando, FLSee attachment to Form 990, Page 2$72,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
David A JohnstonTrustee2
Nancy HannifordTrustee2
Craig A SmelserTrustee2

Frequently Asked Questions

How large is Susan H & Wilbur H Marcy Trust?

As of 2025, Susan H & Wilbur H Marcy Trust holds $17.0M in total assets with $831K in annual revenue. It awarded 4 grants totaling $784K in 2025.

Where does Susan H & Wilbur H Marcy Trust operate?

Susan H & Wilbur H Marcy Trust has awarded grants in Florida.

What size grants does Susan H & Wilbur H Marcy Trust award?

In 2025, Susan H & Wilbur H Marcy Trust awarded 4 grants totaling $784K — an average of about $196K per grant, based on its IRS Form 990 filings.

What is Susan H & Wilbur H Marcy Trust's EIN?

Susan H & Wilbur H Marcy Trust's EIN (Employer Identification Number) is 59-1932547. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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