Susan H & Wilbur H Marcy Trust

Foundation · Grantmaker 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

+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

Florida $3.7M (100%)

States

Florida

Cities

BrandonLakelandOrlandoWinter Park

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

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).

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

Name	Title	Hours	Compensation
David A Johnston	Trustee	2	—
Nancy Hanniford	Trustee	2	—
Craig A Smelser	Trustee	2	—

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.