Nonprofit · EIN 59-1932547
SUSAN H & WILBUR H MARCY TRUST
Tax-exempt · WINTER PARK, FL 32790
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990 (amended) | $830,501 | $891,243 | -$60,742 | $16,960,809 | $0 | $16,960,809 |
| January 31, 2024 | 990 | $594,991 | $895,745 | -$300,754 | $15,030,960 | $31,927 | $14,999,033 |
Financial details: 990 for the year ended January 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $830,501
- Net gain from sales of assets
- $458,881
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $783,584
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $28,214
- Program services (functional)
- $783,584
- Management and general (functional)
- $107,659
Balance sheet and other
- Total assets, start of year
- $15,030,960
- Total assets, end of year
- $16,960,809
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,960,809
- Publicly traded securities
- $15,913,266
- Gross receipts
- $4,115,418
- Employees
- 0
- Year formed
- 1979
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David A Johnston | Trustee Trustee or director | 2 | $0 |
| Nancy Hanniford | Trustee Trustee or director | 2 | $0 |
| Craig A Smelser | Trustee Trustee or director | 2 | $0 |
990 for the year ended January 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David A Johnston | Trustee Trustee or director | 2 | $0 |
| Nancy Hanniford | Trustee Trustee or director | 2 | $0 |
| Craig A Smelser | Trustee Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1328, WINTER PARK, FL 32790-1328
- Principal officer (990 for 2024)
- David A Johnston, PO Box 1328, Winter Park, FL 32790
- Signed the 990
- David A Johnston, coTrustee
- Phone
- (407) 644-9801
- Return prepared by
- Murrah Doyle & Wigle PA
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.
Program accomplishments
- 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, 72,500Expenses $87,500 · grants $87,500
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990 on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990 on file |
IRS record
- EIN
- 59-1932547
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1979
- Accounting year ends
- January
- Files
- Form 990 or 990-EZ
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-T | January 2026 | – | – | – | IRS |
| 990 | January 2025 | $830,501 | $891,243 | $16,960,809 | XML |
| 990-T | January 2025 | – | – | – | IRS |
| 990 | January 2024 | $594,991 | $895,745 | $15,030,960 | XML |
| 990-T | January 2024 | – | – | – | IRS |
| 990 | January 2023 | $371,192 | $769,877 | $14,257,045 | IRS |
| 990-T | January 2023 | – | – | – | IRS |
| 990 | January 2022 | – | – | – | IRS |
| 990-T | January 2022 | – | – | – | IRS |
| 990 | January 2021 | – | – | – | IRS |
| 990-T | January 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-1932547).
Questions about SUSAN H & WILBUR H MARCY TRUST
- What is the EIN of SUSAN H & WILBUR H MARCY TRUST?
- The employer identification number (EIN) of SUSAN H & WILBUR H MARCY TRUST is 59-1932547.
- Is SUSAN H & WILBUR H MARCY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to SUSAN H & WILBUR H MARCY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SUSAN H & WILBUR H MARCY TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SUSAN H & WILBUR H MARCY TRUST due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUSAN H & WILBUR H MARCY TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended January 2025.
- Who is the principal officer of SUSAN H & WILBUR H MARCY TRUST?
- The 990 for the year ended January 31, 2025 names David A Johnston.
- Who are the officers and directors of SUSAN H & WILBUR H MARCY TRUST?
- The 990 for the year ended January 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does SUSAN H & WILBUR H MARCY TRUST have?
- On its 990 for the year ended January 31, 2025 it reported revenue of $830,501, expenses of $891,243 and total assets of $16,960,809 at year end.
Other nonprofits in WINTER PARK
- ROLLINS COLLEGE EIN 59-0624440 · last filed 990 for 2025
- MAYFLOWER RETIREMENT CENTER INC EIN 59-2617174 · last filed 990 for 2025
- SEFIROT FOUNDATION INC EIN 99-3311604 · last filed 990-PF for 2025
- ANC HEALTHCARE INC EIN 58-1450888 · last filed 990 for 2025
- COMMUNITY SUPPORTS INC EIN 59-3507238 · last filed 990 for 2024
- HOPE AND HELP CENTER OF CENTRAL FLORIDA INC EIN 59-2872225 · last filed 990 for 2025
- FLORIDA BANKERS HEALTH CONSORTIUM INC EIN 82-2427358 · last filed 990 for 2025
- EDYTH BUSH CHARITABLE FOUNDATION INC EIN 23-7318041 · last filed 990-PF for 2025