Civic Intelligence

Julie and Michael Shields Foundation

990PF • Fiscal year 2025 • EIN 30-0399932

Jan 01, 2025 to Dec 31, 2025 • Filed on Apr 20, 2026

Organization Profile
4465 South Jones BlvdLas Vegas, NV 89103

(702) 553-1504

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$3,033

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$515,977

Up $37,894 (+7.9%) from 2024

Net Assets

Up

$515,977

Up $37,894 (+7.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$86,000

Up $38,834 (+82%) from 2024

Expenses

Up

$48,106

Up $5,939 (+14%) from 2024

Net Income

Up

$37,894

Up $32,895 (+658%) from 2024

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $215,585Liabilities 2011: $0Net Assets 2011: $215,5852011Assets 2017: $412,214Liabilities 2017: $0Net Assets 2017: $412,2142017Assets 2018: $413,164Liabilities 2018: $0Net Assets 2018: $413,1642018Assets 2019: $431,196Liabilities 2019: $0Net Assets 2019: $431,1962019Assets 2020: $453,127Liabilities 2020: $0Net Assets 2020: $453,1272020Assets 2021: $462,013Liabilities 2021: $0Net Assets 2021: $462,0132021Assets 2022: $460,696Liabilities 2022: $0Net Assets 2022: $460,6962022Assets 2023: $474,094Liabilities 2023: $0Net Assets 2023: $474,0942023Assets 2024: $478,083Liabilities 2024: $0Net Assets 2024: $478,0832024Assets 2025: $515,977Liabilities 2025: $0Net Assets 2025: $515,9772025

Highlighted filing

2025

Assets$515,977
Liabilities$0
Net Assets$515,977
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0Expenses 2011: $28,0402011Revenue 2017: $44,976Expenses 2017: $25,952Net Income 2017: $19,0242017Revenue 2018: $31,527Expenses 2018: $30,821Net Income 2018: $7062018Revenue 2019: $53,680Expenses 2019: $35,136Net Income 2019: $18,5442019Revenue 2020: $53,937Expenses 2020: $30,773Net Income 2020: $23,1642020Revenue 2021: $43,202Expenses 2021: $31,951Net Income 2021: $11,2512021Revenue 2022: $40,186Expenses 2022: $39,786Net Income 2022: $4002022Revenue 2023: $59,790Expenses 2023: $45,020Net Income 2023: $14,7702023Revenue 2024: $47,166Expenses 2024: $42,167Net Income 2024: $4,9992024Revenue 2025: $86,000Expenses 2025: $48,106Net Income 2025: $37,8942025

Highlighted filing

2025

Revenue$86,000
Expenses$48,106
Net Income$37,894
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 20, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
PREMIER TRUSTTrustee-$3,033-$3,033
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GIFT-FORT WAYNE, IN, US$27,129
Paid Grant-GIFT-FORT WAYNE, IN, US$9,043
Filing and Contact Details

Filer

Filer Name
Julie and Michael Shields
EIN
30-0399932
Phone
7025531504
Address
4465 SOUTH JONES BLVD, LAS VEGAS, NV 89103

Signing Officer

Name
Premier Trust
Title
Trustee
Phone
7025531504
Signed
2026-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Dulin Ward & Dewald Inc
Address
9921 DUPONT CIRCLE DR W 300, FORT WAYNE, IN 46825-1610
Preparer
Carrie B Minnich CPA
Phone
2604232414
Raw XML Appendix294 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
AccountingFeesSchedule/AccountingFeesDetail/Amt02000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0DULIN, WARD & DEWALD, INC.
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt014891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt319535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt530959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt69385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt020695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt127490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt232843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt355020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4118615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt544289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt623300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1KINDER MORGAN INC DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2MICRON TECHNOLOGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MORGAN STANLEY COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4RTX CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5STEEL DYNAMICS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6TRUIST FINL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7WELLS FARGO & CO NEW COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt031669
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt137413
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt213014
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt338969
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4127979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt564583
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt614980
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt715120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt826142
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt911805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESCO HIGH YIELD MUNICPAL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BNY MELLON DYNAMIC VALUE FUND CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DODGE & COX INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AMERCIAN GROWTH FUND OF AMERICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MFS INTERNATIONAL DIVERSIFICATION FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MFS RESEARCH FUND CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ISHARES TR CORE S&P MID-CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ISHARES TR S&P SMALL CAP 600 VALUE E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ISHARES TR CORE DIVIDEND GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9SELECT SECTOR SPDR TR TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt026141
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt141438
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt212081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt347956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4178985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt567781
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt627060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt723199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt836446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt957588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt015731
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt049381
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt020596
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0292
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt065404
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt020596
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt086000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt069977
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03033
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt036172
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt036172
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015731
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015731
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt037894
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt081950
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt069977
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt079649
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt042
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0292
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06059
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06059
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt038172
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06059
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt048106
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt085708
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt086000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06059
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt011973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt049381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt049381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt061354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt069977
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt037894
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0515977
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0478083
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0515977
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt037527
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt037527
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt037527
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt038634
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01107
IRS990PF/DistributableAmountGrp/TotalTaxAmt01107
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt015
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01107
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01107
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01107
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0822
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0300
IRS990PF/FMVAssetsEOYAmt0870976
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01489
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01909
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01909
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0111174
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0104254
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0322252
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0478083
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0515977
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0359954
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0381674
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0518675
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05466
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt028140
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt028140
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0478083
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0515977
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0870976
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0478083
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0515977
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0478083
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0515977
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0784446
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012368
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0772078
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011767
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt038634
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0772679
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0784446
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03033
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PREMIER TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04465 SOUTH JONES BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LAS VEGAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd089103
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt038172
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt038172
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04465 SOUTH JONES BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LAS VEGAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NV
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd089103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PREMIER TRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum07025070755
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt027129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19043
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BISHOP DEWNGER HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BISHOP LUERS HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01300 E WASHINGTON CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1333 E PAULDING ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FORT WAYNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FORT WAYNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046825
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd146816
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036172
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09853
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt028319
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037527
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038172
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt027674
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt028319
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt042
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0292
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06059
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES - OSAIC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06059
TaxesSchedule/TaxesDetail/Amt0800
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PREMIER TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07025531504
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIE AND MICHAEL SHIELDS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0300399932
ReturnHeader/Filer/PhoneNum07025531504
ReturnHeader/Filer/USAddress/AddressLine1Txt04465 SOUTH JONES BLVD
ReturnHeader/Filer/USAddress/CityNm0LAS VEGAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351344820
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DULIN WARD & DEWALD INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09921 DUPONT CIRCLE DR W 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0468251610
ReturnHeader/PreparerPersonGrp/PhoneNum02604232414
ReturnHeader/PreparerPersonGrp/PreparationDt02026-04-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARRIE B MINNICH CPA
ReturnHeader/ReturnTs02026-04-20T13:15:20-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$515,977
Liabilities
$0
Net assets
$515,977
Revenue
$86,000
Expenses
$48,106
Net income
$37,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.86$0.48$0.38
2024Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.47$0.42$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.60$0.45$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.40$0.40$0.00
2021Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.43$0.32$0.11
2020Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.54$0.31$0.23
2019Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.54$0.35$0.19
2018Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.32$0.31$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.45$0.26$0.19
2011Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.28