Susan H & Wilbur H Marcy Trust

Analysis

Susan H & Wilbur H Marcy Trust is a registered charity in United States, based in Winter Park, FL. It received its IRS tax-exemption ruling in September 1979, 47 years ago. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending January 2024, Susan H & Wilbur H Marcy Trust reported income of $595k and spending of $896k, spending 151% of what it took in. Across the 6 years on record, from January 2019 to January 2024, income fell from $770k to $595k (-23%), an average of -5.0% a year. The sharpest change came in the year to January 2023, when income dropped by 70%. Over the whole period it spent 88% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Susan H & Wilbur H Marcy Trust sits at the 71st percentile: it is larger than about 71% of them. Against every charity in United States with reported income it ranks in the 73rd percentile, and in the 75th percentile within FL. Charities of a similar size with the same main cause include Guadalupe Health Foundation ($595k), Trumbull Manor Inc ($595k) and Kai Opua Canoe Club Inc ($595k).

At year end it held assets of $15.0m against liabilities of $32k, net assets of $15.0m.