Susan H & Wilbur H Marcy Trust
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.
Ready to take the next step with Susan H & Wilbur H Marcy Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
Grant Size Distribution
16 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| David A Johnston | Trustee | 2 | — |
| Nancy Hanniford | Trustee | 2 | — |
| Craig A Smelser | Trustee | 2 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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