Civic Intelligence

Susan H & Wilbur H Marcy Trust

EIN 59-1932547 • 501(c)3 • Winter Park, FL

Profile

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.

PO Box 1328Winter Park, FL 32790
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

21st percentile

-7.3%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

40%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$16,960,809

Up $1,929,849 (+13%) from 2024

Liabilities

Down

$0

Down $31,927 (-100%) from 2024

Net Assets

Up

$16,960,809

Up $1,961,776 (+13%) from 2024

Operations
Liabilities / Revenue7th percentileNet Margin21st percentile

Revenue

Up

$830,501

Up $235,510 (+40%) from 2024

Expenses

Down

$891,243

Down $4,502 (-0.5%) from 2024

Net Income

Up

-$60,742

Up $240,012 (+80%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0-$5.0MAssets 2012: $10,691,628Liabilities 2012: $31,945Net Assets 2012: $10,659,6832012Assets 2013: $11,680,604Liabilities 2013: $45,419Net Assets 2013: $11,635,1852013Assets 2014: $12,531,570Liabilities 2014: $81,475Net Assets 2014: $12,450,0952014Assets 2015: $13,087,814Liabilities 2015: $99,483Net Assets 2015: $12,988,3312015Assets 2016: $11,841,067Liabilities 2016: $40,708Net Assets 2016: $11,800,3592016Assets 2017: $13,213,287Liabilities 2017: $9,684Net Assets 2017: $13,203,6032017Assets 2018: $14,314,515Liabilities 2018: -$20,882Net Assets 2018: $14,335,3972018Assets 2019: $13,205,291Liabilities 2019: $9,839Net Assets 2019: $13,195,4512019Assets 2020: $14,385,490Liabilities 2020: $0Net Assets 2020: $14,385,4902020Assets 2021: $14,739,257Liabilities 2021: $0Net Assets 2021: $14,739,2572021Assets 2022: $15,973,464Liabilities 2022: $30,137Net Assets 2022: $15,943,3272022Assets 2023: $14,257,045Liabilities 2023: $100,000Net Assets 2023: $14,157,0452023Assets 2024: $15,030,960Liabilities 2024: $31,927Net Assets 2024: $14,999,0332024Assets 2025: $16,960,809Liabilities 2025: $0Net Assets 2025: $16,960,8092025

Highlighted filing

2025

Assets$16,960,809
Liabilities$0
Net Assets$16,960,809
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2012: $31,529Expenses 2012: $296,941Net Income 2012: -$265,4122012Revenue 2013: $372,343Expenses 2013: $344,284Net Income 2013: $28,0592013Revenue 2014: $442,498Expenses 2014: $356,062Net Income 2014: $86,4362014Revenue 2015: $829,910Expenses 2015: $421,218Net Income 2015: $408,6922015Revenue 2016: $6,490,613Expenses 2016: $526,993Net Income 2016: $5,963,6202016Revenue 2017: $803,908Expenses 2017: $681,729Net Income 2017: $122,1792017Revenue 2018: $846,592Expenses 2018: $660,651Net Income 2018: $185,9412018Revenue 2019: $769,900Expenses 2019: $649,421Net Income 2019: $120,4792019Revenue 2020: $1,302,370Expenses 2020: $776,910Net Income 2020: $525,4602020Revenue 2021: $973,405Expenses 2021: $783,285Net Income 2021: $190,1202021Revenue 2022: $1,252,010Expenses 2022: $770,618Net Income 2022: $481,3922022Revenue 2023: $371,192Expenses 2023: $769,877Net Income 2023: -$398,6852023Revenue 2024: $594,991Expenses 2024: $895,745Net Income 2024: -$300,7542024Revenue 2025: $830,501Expenses 2025: $891,243Net Income 2025: -$60,7422025

Highlighted filing

2025

Revenue$830,501
Expenses$891,243
Net Income-$60,742
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,960,809
Liabilities
$0
Net assets
$16,960,809
Revenue
$830,501
Expenses
$891,243
Net income
-$60,742
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$0.83$0.89$0.06
2024Detailed filing. Detailed filing data is available for this year.$15.0$0.03$15.0$0.59$0.90$0.30
2023Detailed filing. Detailed filing data is available for this year.$14.3$0.10$14.2$0.37$0.77$0.40
2022Detailed filing. Detailed filing data is available for this year.$16.0$0.03$15.9$1.25$0.77$0.48
2021Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$0.97$0.78$0.19
2020Summary only. Only limited summary data is available for this year.$14.4$0.00$14.4$1.30$0.78$0.53
2019Summary only. Only limited summary data is available for this year.$13.2$0.01$13.2$0.77$0.65$0.12
2018Summary only. Only limited summary data is available for this year.$14.3$0.02$14.3$0.85$0.66$0.19
2017Summary only. Only limited summary data is available for this year.$13.2$0.01$13.2$0.80$0.68$0.12
2016Summary only. Only limited summary data is available for this year.$11.8$0.04$11.8$6.49$0.53$5.96
2015Summary only. Only limited summary data is available for this year.$13.1$0.10$13.0$0.83$0.42$0.41
2014Summary only. Only limited summary data is available for this year.$12.5$0.08$12.5$0.44$0.36$0.09
2013Summary only. Only limited summary data is available for this year.$11.7$0.05$11.6$0.37$0.34$0.03
2012Summary only. Only limited summary data is available for this year.$10.7$0.03$10.7$0.03$0.30$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Dec 8, 2025
Return Version
2024v5.2
Gross Receipts
$4,115,418
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$14,999,033$16,960,809▲ $1,961,776
Investments in Publicly Traded Securities$14,307,073$15,913,266▲ $1,606,193
Savings and Temporary Cash Investments$723,887$1,047,543▲ $323,656
Total Assets$15,030,960$16,960,809▲ $1,929,849
Liabilities
Grants Payable$31,927--
Total Liabilities$31,927$0▼ $31,927
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,999,033$16,960,809▲ $1,961,776
Total Liabilities and Net Assets / Fund Balance$15,030,960$16,960,809▲ $1,929,849
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Craig A SmelserTrustee
David A JohnstonTrustee
Nancy HannifordTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$830,501
Other Revenue
$0
Change in Net Assets
$-60,742
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$783,584
Other Expenses$107,659
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$783,584--$783,584
Fees for Service Investment Mgmnt Fees-$79,290-$79,290
Fees for Services Legal-$28,214-$28,214
Other Expenses-$155-$155
Total Functional Expenses$783,584$107,659$0$891,243
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First United Methodist Ch of WPWinter Park, FL501c3See attachment to Form 990, Page 2$624,084
Broadway United Methodist ChurchOrlando, FL501c3See attachment to Form 990, Page 2$72,500
FL Conf of the United Meth ChurchLakeland, FL501c3See attachment to Form 990, Page 2$72,000
Florida Southern CollegeLakeland, FL501c3See attachment to Form 990, Page 2$15,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no committees. The Trust has three 3 trustees, who typically meet in person several times a year to review and decide on grant requests. Consensus for actions is also developed over the telephone or through email correspondence between the Trustees.”

Form 990, Part VI, Section B, Line 11B

“A copy of the 2024 Form 990 will be furnished to the trustees at least 4 days prior to the e-filing of the Form 990, for review by them.”

Form 990, Part VI, Section C, Line 19

“The organizations governing documents and financial statements are available to the public upon request at 800 W. Morse Blvd., Suite 1, Winter Park, FL 32789.”

Filing and Contact Details

Filer

Filer Name
Susan H & Wilbur H Marcy Trust
EIN
59-1932547
Phone
4076449801
Address
PO BOX 1328, WINTER PARK, FL 32790

Signing Officer

Name
David A Johnston
Title
coTrustee
Phone
4076449801
Signed
2025-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David A Johnston
Formed
1979
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
2
Employees
0

Preparer

Firm
Murrah Doyle & Wigle PA
Address
800 W Morse Blvd Suite 1, Winter Park, FL 32789
Preparer
Bruce M Wigle III
Phone
4076449801
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 5 and 9

“The calculation of the amounts shown on Line 5 and Line 9 are shown on an attachment to the return.”

Raw XML AppendixShowing 400 of 447 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The 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.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0David Johnston Nancy Hanniford and Craig Smelser Tee
IRS990/BooksInCareOfDetail/PhoneNum04076449801
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 W Morse Blvd Suite 1
IRS990/BooksInCareOfDetail/USAddress/CityNm0Winter Park
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0327893735
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt014999033
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt016960809
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0783584
IRS990/CYInvestmentIncomeAmt0830501
IRS990/CYOtherExpensesAmt0107659
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-60742
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0891243
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0830501
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0SEE ATTACHED SCHEDULE OF GRANTS MADE TO SUPPORTED INSTITUTIONS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0783584
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt028214
IRS990/FeesForServicesLegalGrp/TotalAmt028214
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt079290
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt079290
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1002.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2002.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0David A Johnston
IRS990/Form990PartVIISectionAGrp/PersonNm1Nancy Hanniford
IRS990/Form990PartVIISectionAGrp/PersonNm2Craig A Smelser
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01979
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0458881
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0783584
IRS990/GrantsPayableGrp/BOYAmt031927
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0783584
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0783584
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03743798
IRS990/GrossReceiptsAmt04115418
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0371620
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0371620
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014307073
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015913266
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03284917
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt014999033
IRS990/NetAssetsOrFundBalancesEOYAmt016960809
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0458881
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0458881
IRS990/NetUnrelatedBusTxblIncmAmt03208
IRS990/NetUnrlzdGainsLossesInvstAmt01988980
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt033538
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Meeting Expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0155
IRS990/OtherExpensesGrp/TotalAmt0155
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0David A Johnston
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0815400
IRS990/PYInvestmentIncomeAmt0594991
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt080345
IRS990/PYRevenuesLessExpensesAmt0-300754
IRS990/PYTotalExpensesAmt0895745
IRS990/PYTotalRevenueAmt0594991
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-60742
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0723887
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01047543
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part IV Section A Line 1 By its terms the Trust is authorized to support the United Methodist Church and churches and other institutions affiliated with it in the Southeastern states of the United States. The First United Methodist Church of Winter Park and the Florida Conference of the United Methodist Church are listed by name in the Trust document. Florida Southern College and Broadway United Methodist Ch are not listed by name, but they are permissible donees since they are affiliated with the United Methodist Ch.
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0true
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0In addition to its support of the First United Methodist Church of Winter Park, Florida, and the Florida Conference of the United Methodist Church, which are the controlling organizations, the Trust also supported Florida Southern College and Broadway United Methodist Church of Orlando, Florida which are not controlling organizations. These organizations submitted grant requests and are affiliated with the United Methodist Church in the Southeastern states of the United States.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV Section B Line 2
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt04
IRS990ScheduleA/SupportedOrganizationsTotalCnt04
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0590674257
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1590904361
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2590624401
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3590637818
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd31
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0624084
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt115000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt272000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt372500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0First United Methodist Church of WP
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1FL Conf of the United Methodist Ch
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2Florida Southern College
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3Broadway United Methodist Church
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0783584
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0624084
IRS990ScheduleI/RecipientTable/CashGrantAmt172000
IRS990ScheduleI/RecipientTable/CashGrantAmt215000
IRS990ScheduleI/RecipientTable/CashGrantAmt372500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501c3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501c3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0See attachment to Form 990, Page 2
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1See attachment to Form 990, Page 2
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2See attachment to Form 990, Page 2
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3See attachment to Form 990, Page 2
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0First United Methodist Ch of WP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FL Conf of the United Meth Church
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Florida Southern College
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Broadway United Methodist Church
IRS990ScheduleI/RecipientTable/RecipientEIN0590674257
IRS990ScheduleI/RecipientTable/RecipientEIN1590904361
IRS990ScheduleI/RecipientTable/RecipientEIN2590624401
IRS990ScheduleI/RecipientTable/RecipientEIN3590637818
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0125 N Interlachen Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1450 MLK Jr Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2111 Lake Hollingsworth Dr
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3406 E Amelia St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Winter Park
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Lakeland
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Lakeland
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Orlando
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd032789
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd133815
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd233801
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd332803
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Written confirmation of the gifts is received from the recipients.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 1
IRS990ScheduleI/Total501c3OrgCnt04
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0There are no committees. The Trust has three 3 trustees, who typically meet in person several times a year to review and decide on grant requests. Consensus for actions is also developed over the telephone or through email correspondence between the Trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of the 2024 Form 990 will be furnished to the trustees at least 4 days prior to the e-filing of the Form 990, for review by them.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organizations governing documents and financial statements are available to the public upon request at 800 W. Morse Blvd., Suite 1, Winter Park, FL 32789.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The calculation of the amounts shown on Line 5 and Line 9 are shown on an attachment to the return.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 5 and 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0First United Methodist Church
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1FL Conf of the United Methodist Church
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2Florida Southern College
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3Broadway United Methodist Church
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0590674257
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1590904361
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2590624401
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3590637818
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501c3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501c3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501c3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Religious
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Religious
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2Educational
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3Religious
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt22
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt31
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0125 N Interlachen Ave
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1450 MLK Jr Ave
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2111 Lake Hollingsworth Dr
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3406 E Amelia St Orlando FL 32803
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Winter Park
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Lakeland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2Lakeland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3Orlando
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd032789
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd133815
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd233801
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd332803
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0624084
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt172000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt215000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt372500
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Grants approved by Trustees
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Grants approved by Trustees
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2Grant approved by Trustees
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3Grant approved by Trustees
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0First United Methodist Church (See Form 990 page 2 attachment)
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1FL Conf of the United Meth Church (See Form 990 page 2 attachment)
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2Florida Southern College (See Form 990 page 2 attachment)
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3Broadway United Methodist Church (See Form 990 page 2 attachment)
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1b
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2b
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt015030960
IRS990/TotalAssetsEOYAmt016960809
IRS990/TotalAssetsGrp/BOYAmt015030960
IRS990/TotalAssetsGrp/EOYAmt016960809
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0107659
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0783584
IRS990/TotalFunctionalExpensesGrp/TotalAmt0891243
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt031927
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt031927
IRS990/TotalLiabilitiesGrp/EOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.