AUMdb

Susan H & Wilbur H Marcy Trust

EIN 591932547 · 501(c)(3) · Public charity · Winter Park, FL · recognized 1979

Assets
$17.0M
Revenue
$831K
Expenses
$891K
Investment income
$831K

Form 990 fiscal year ended 01/31/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
David A Johnston Trustee $0 $0
Nancy Hanniford Trustee $0 $0
Craig A Smelser Trustee $0 $0