Civic Intelligence

Lois Fenton Trust

EIN 36-7415928 • 4947(a)1 • Seymour, IN

Profile

The lois fenton trust was established for the purpose of supporting the general church purposes of the st. Paul united church of christ of seymour. In 2007, st. Paul united church of christ merged with peace lutheran church.

PO Box 1001Seymour, IN 47274

n/A

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

48th percentile

3.4%

Higher net margin than 48% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

66th percentile

$12,408

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 27.7% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

43rd percentile

0.2%

Faster asset growth than 43% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

31%

Faster revenue growth than 72% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$868,197

Up $1,537 (+0.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$868,197

Up $1,537 (+0.2%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin48th percentile

Revenue

Up

$44,732

Up $10,596 (+31%) from 2023

Expenses

Up

$43,195

Up $2,997 (+7.5%) from 2023

Net Income

Up

$1,537

Up $7,599 (+125%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$1.0M$500K$0Assets 2010: $791,771Liabilities 2010: $0Net Assets 2010: $791,7712010Assets 2011: $790,072Liabilities 2011: $0Net Assets 2011: $790,0722011Assets 2012: $795,888Liabilities 2012: $0Net Assets 2012: $795,8882012Assets 2013: $800,777Liabilities 2013: $0Net Assets 2013: $800,7772013Assets 2014: $820,212Liabilities 2014: $0Net Assets 2014: $820,2122014Assets 2015: $825,134Liabilities 2015: $0Net Assets 2015: $825,1342015Assets 2016: $791,635Liabilities 2016: $0Net Assets 2016: $791,6352016Assets 2017: $812,582Liabilities 2017: $0Net Assets 2017: $812,5822017Assets 2018: $804,601Liabilities 2018: $0Net Assets 2018: $804,6012018Assets 2019: $813,581Liabilities 2019: $0Net Assets 2019: $813,5812019Assets 2020: $840,362Liabilities 2020: $0Net Assets 2020: $840,3622020Assets 2021: $880,836Liabilities 2021: $0Net Assets 2021: $880,8362021Assets 2022: $872,722Liabilities 2022: $0Net Assets 2022: $872,7222022Assets 2023: $866,660Liabilities 2023: $0Net Assets 2023: $866,6602023Assets 2024: $868,197Liabilities 2024: $0Net Assets 2024: $868,1972024

Highlighted filing

2024

Assets$868,197
Liabilities$0
Net Assets$868,197
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

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

$100K$50K$0-$50KExpenses 2010: $29,2002010Expenses 2011: $30,7562011Expenses 2012: $29,1862012Revenue 2013: $30,116Expenses 2013: $25,227Net Income 2013: $4,8892013Revenue 2014: $52,593Expenses 2014: $33,158Net Income 2014: $19,4352014Revenue 2015: $45,068Expenses 2015: $40,146Net Income 2015: $4,9222015Revenue 2016: $43,973Expenses 2016: $77,472Net Income 2016: -$33,4992016Revenue 2017: $52,827Expenses 2017: $31,880Net Income 2017: $20,9472017Revenue 2018: $29,329Expenses 2018: $37,310Net Income 2018: -$7,9812018Revenue 2019: $53,668Expenses 2019: $43,539Net Income 2019: $10,1292019Revenue 2020: $64,476Expenses 2020: $37,695Net Income 2020: $26,7812020Revenue 2021: $76,784Expenses 2021: $36,587Net Income 2021: $40,1972021Revenue 2022: $29,982Expenses 2022: $38,096Net Income 2022: -$8,1142022Revenue 2023: $34,136Expenses 2023: $40,198Net Income 2023: -$6,0622023Revenue 2024: $44,732Expenses 2024: $43,195Net Income 2024: $1,5372024

Highlighted filing

2024

Revenue$44,732
Expenses$43,195
Net Income$1,537
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$868,197
Liabilities
$0
Net assets
$868,197
Revenue
$44,732
Expenses
$43,195
Net income
$1,537
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.68$0.00$8.68$0.45$0.43$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.67$0.00$8.67$0.34$0.40$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.73$0.00$8.73$0.30$0.38$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.81$0.00$8.81$0.77$0.37$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.40$0.00$8.40$0.64$0.38$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$0.00$8.14$0.54$0.44$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.05$0.00$8.05$0.29$0.37$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.13$0.00$8.13$0.53$0.32$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.92$0.00$7.92$0.44$0.77$0.33
2015Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.45$0.40$0.05
2014Detailed filing. Detailed filing data is available for this year.$8.20$0.00$8.20$0.53$0.33$0.19
2013Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$0.30$0.25$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.96$0.00$7.96$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.90$0.00$7.90$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.92$0.00$7.92$0.29
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 13, 2016
Return Version
2015v2.1
Gross Receipts
$132,178
Mission and Program Overview

Mission

the lois fenton TRUST WAS ESTABLISHED FOR THE PURPOSE OF SUPPORTING THE GENERAL CHURCH PURPOSES OF THE ST. PAUL UNITED CHURCH OF CHRIST OF SEYMOUR. IN 2007, st. paul united church of christ merged with peace lutheran church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$820,212$825,134▲ $4,922
Investments in Publicly Traded Securities$800,386$810,672▲ $10,286
Savings and Temporary Cash Investments$19,826$14,462▼ $5,364
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$820,212$825,134▲ $4,922
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$820,212$825,134▲ $4,922
Total Liabilities and Net Assets / Fund Balance$820,212$825,134▲ $4,922

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$820,212-▲ $45,068-$825,134
2014$800,777-▲ $52,593-$820,212
2013$795,888-▲ $30,116-$800,777
2012$790,072-▲ $35,002-$795,888
2011$791,771-▲ $28,698-$790,072
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleBaseTotal
-trustee$10,724$10,724
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$45,068
Other Revenue
$0
Change in Net Assets
$4,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,295
Salaries, Compensation, and Employee Benefits$10,724
Other Expenses$5,127
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,295--$24,295
Current Officers, Directors, Trustees, and Key Employees-$10,724-$10,724
Fees for Service Investment Mgmnt Fees-$2,582-$2,582
Fees for Services Accounting-$2,545-$2,545
Total Functional Expenses$24,295$15,851$0$40,146
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Peace Lutheran ChurchSeymour, IN501(c)(3)Support the general church purposes$24,295
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
Backup withholding compliance
Yes
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 B, line 11

“The Trustee reviews and signs the 990.”

Form 990, Part VI, Section C, line 19

“The governing documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lois Fenton Trust
EIN
36-7415928
Phone
8125223607
Address
PO Box 1001, Seymour, IN 47274

Signing Officer

Name
George Spray
Title
Trustee
Phone
8125244416
Signed
2016-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Spray
Formed
2003
Legal Domicile
In
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Blue & Co LLC
Address
106 Community Dr, Seymour, IN 47274
Preparer
Thomas E Reinhart CPA
Phone
8125228416
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“The lois fenton trust was established for the purpose of supporting the general church purposes of the st. Paul united church of christ of seymour. In 2007, st. Paul united church of christ merged with peace lutheran church.”

Raw XML Appendix397 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0the lois fenton TRUST WAS ESTABLISHED FOR THE PURPOSE OF SUPPORTING THE GENERAL CHURCH PURPOSES OF THE ST. PAUL UNITED CHURCH OF CHRIST OF SEYMOUR. IN 2007, st. paul united church of christ merged with peace lutheran church.
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Jackson County Bank
IRS990/BooksInCareOfDetail/PhoneNum08125223607
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 1001
IRS990/BooksInCareOfDetail/USAddress/CityNm0Seymour
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd047274
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt010724
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt010724
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt024295
IRS990/CYInvestmentIncomeAmt045068
IRS990/CYOtherExpensesAmt05127
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt04922
IRS990/CYSalariesCompEmpBnftPaidAmt010724
IRS990/CYTotalExpensesAmt040146
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt045068
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0the lois fenton TRUST WAS ESTABLISHED FOR THE PURPOSE OF SUPPORTING THE GENERAL CHURCH PURPOSES OF THE ST. PAUL UNITED CHURCH OF CHRIST OF SEYMOUR. IN 2007 st. paul united church of christ merged with peace lutheran church. THE TRUST DISTRIBUTED $24,295 in 2015 to Peace Lutheran church.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt024295
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02545
IRS990/FeesForServicesAccountingGrp/TotalAmt02545
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02582
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02582
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0JACKSON COUNTY BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt010724
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt022198
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt024295
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt024295
IRS990/GrantsToDomesticOrgsGrp/TotalAmt024295
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0109308
IRS990/GrossReceiptsAmt0132178
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt022870
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022870
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0800386
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0810672
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt087110
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0the lois fenton TRUST WAS ESTABLISHED FOR THE PURPOSE OF SUPPORTING THE GENERAL CHURCH PURPOSES OF THE ST. PAUL UNITED CHURCH OF CHRIST OF SEYMOUR. IN 2007, st. paul united church of christ merged with peace lutheran church.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0820212
IRS990/NetAssetsOrFundBalancesEOYAmt0825134
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt022198
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt022198
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization4947a1NotPFInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0George Spray
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt018943
IRS990/PYInvestmentIncomeAmt052593
IRS990/PYOtherExpensesAmt03401
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt019435
IRS990/PYSalariesCompEmpBnftPaidAmt010814
IRS990/PYTotalExpensesAmt033158
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt052593
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04922
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0820212
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0825134
IRS990/SavingsAndTempCashInvstGrp/BOYAmt019826
IRS990/SavingsAndTempCashInvstGrp/EOYAmt014462
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt023503
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt026240
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt0633
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt022870
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt026240
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt02582
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt02606
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt020921
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt023634
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt023634
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt033941
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt033941
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt020089
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt033941
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt027457
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt010107
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt033941
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt037564
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt06484
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt010107
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt013269
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt024295
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt033941
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.716
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt024295
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt037564
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0the trustees of both organizations work very closely together to maintain a continuous working relationship.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1UNDER DISTRIBUTION OF FUNDS: In october of 2015, the trust distributed $8,599 to peace lutheran church in satisfaction of the under distribution for 2014. due to a communication error, the trustee thought the distribution was for 2015. the failure to distribute the distributable amount for 2015 was not due to wilfull neglect. The 2015 under distribution of $6,484 WILL BE PAID WITHIN 180 DAYS OF THE DISCOVERY OF THE UNDER DISTRIBUTION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule a, part iv, section d, question 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule a, part v, section e, line 6
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0970097
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0984521
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt017144
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt019770
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0952953
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0964751
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt014551
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt014768
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0955546
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0969753
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt033444
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt033941
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0970097
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0984521
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt033444
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt033941
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0202458876
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt024295
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0peace lutheran church
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt024295
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt015851
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0820212
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0825134
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt024295
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt045068
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt014215
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0800777
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0820212
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt018943
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt052593
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt013319
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0795888
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0800777
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt011908
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt030116
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt012367
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0790072
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0795888
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt016819
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035002
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt011685
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0791771
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0790072
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt018712
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt028698
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE LOIS FENTON TRUST WAS ESTABLISHED FOR THE PURPOSE OF SUPPORTING THE GENERAL CHURCH PURPOSES OF THE ST. PAUL UNITED CHURCH OF CHRIST OF SEYMOUR. IN 2007, ST. PAUL UNITED CHURCH OF CHRIST MERGED WITH PEACE LUTHERAN CHURCH.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt024295
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support the general church purposes
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PEACE LUTHERAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0202458876
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0330 West Tipton street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Seymour
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd047274
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Trustee reviews and signs the 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TaxExemptInterestAmt00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0820212
IRS990/TotalAssetsEOYAmt0825134
IRS990/TotalAssetsGrp/BOYAmt0820212
IRS990/TotalAssetsGrp/EOYAmt0825134
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015851
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt024295
IRS990/TotalFunctionalExpensesGrp/TotalAmt040146
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0820212
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0825134
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt024295
IRS990/TotalReportableCompFromOrgAmt010724
IRS990/TotalRevenueGrp/ExclusionAmt045068
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt045068
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0820212
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0825134
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0po box 1001
IRS990/USAddress/CityNm0Seymour
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd047274
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0George Spray
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08125244416
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lois Fenton Trust
ReturnHeader/Filer/BusinessNameControlTxt0LOIS
ReturnHeader/Filer/EIN0367415928
ReturnHeader/Filer/PhoneNum08125223607
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1001
ReturnHeader/Filer/USAddress/CityNm0Seymour
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd047274
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351178661
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blue & Co LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0106 Community Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seymour
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047274
ReturnHeader/PreparerPersonGrp/PhoneNum08125228416
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas E Reinhart CPA
ReturnHeader/ReturnTs02016-05-13T14:15:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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