Civic Intelligence

Julie and Michael Shields Foundation

990PF • Fiscal year 2021 • EIN 30-0399932

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

Organization Profile
855 Webster Street Suite 200Fort Wayne, IN 46802

(260) 469-4868

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

70th percentile

26%

Higher net margin than 70% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

80th percentile

$2,486

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

47th percentile

2.0%

Faster asset growth than 47% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

30th percentile

-20%

Faster revenue growth than 30% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$462,013

Up $8,886 (+2.0%) from 2020

Net Assets

Up

$462,013

Up $8,886 (+2.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin70th percentile

Revenue

Down

$43,202

Down $10,735 (-20%) from 2020

Expenses

Up

$31,951

Up $1,178 (+3.8%) from 2020

Net Income

Down

$11,251

Down $11,913 (-51%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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: $478,0832024

Highlighted filing

2021

Assets$462,013
Liabilities$0
Net Assets$462,013
Open 2021 Filing

Operations Trend

Revenue Growth30th percentile

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

$60K$40K$20K$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: $4,9992024

Highlighted filing

2021

Revenue$43,202
Expenses$31,951
Net Income$11,251
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST MERCHANTS BANKTrustee-$2,486-$2,486
Filing and Contact Details

Filer

Filer Name
Julie and Michael Shields
EIN
30-0399932
Phone
2604694868
Address
855 WEBSTER STREET SUITE 200, FORT WAYNE, IN 46802

Signing Officer

Name
First Merchants Bank
Title
Trustee
Phone
2604694868
Signed
2022-05-12
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 Appendix394 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4STEEL DYNAMICS INC C
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6AIG FLEXIBLE CREDIT W
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7AIG FLEXIBLE CREDIT W
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8AIG FLEXIBLE CREDIT W
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10AIG FLEXIBLE CREDIT W
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11AIG FLEXIBLE CREDIT W
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12AIG FLEXIBLE CREDIT W
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18AIG FLEXIBLE CREDIT W
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19AIG FLEXIBLE CREDIT W
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20AIG FLEXIBLE CREDIT W
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122021-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132021-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142021-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152021-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162021-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172021-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182021-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192021-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202021-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt029587
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt011251
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02365
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0464378
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0453127
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0462013
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt031641
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt031641
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt031641
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt032171
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0530
IRS990PF/DistributableAmountGrp/TotalTaxAmt0530
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0540
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0530
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0530
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0530
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0540
IRS990PF/FMVAssetsEOYAmt0686783
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt028470
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07788
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07788
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0152935
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0127542
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0257824
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0453127
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0462013
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0271722
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0326683
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0421171
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0453127
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0462013
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0686783
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0453127
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0462013
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0453127
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0462013
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0653208
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013273
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0639935
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09798
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt032171
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0643410
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0653208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02486
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FIRST MERCHANTS BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0855 WEBSER STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FORT WAYNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd046802
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt023248
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt023248
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/AddressLine1Txt0855 WEBSTER STREET SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FORT WAYNE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046802
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FIRST MERCHANTS PRIVATE WEALTH ADV
IRS990PF/StatementsRegardingActyGrp/PhoneNum02604694868
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt016686
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15562
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt02021 ANNUAL DISTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12021 ANNUAL DISTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
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/TotalGrantOrContriPdDurYrAmt022248
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/AppliedToCurrentYearAmt01000
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt022248
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031641
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023248
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt030641
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022248
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02365
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05055
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WATERCUTTER FINANCIAL INVESTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05055
TaxesSchedule/TaxesDetail/Amt01162
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST MERCHANTS BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02604694868
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULIE AND MICHAEL SHIELDS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0300399932
ReturnHeader/Filer/PhoneNum02604694868
ReturnHeader/Filer/USAddress/AddressLine1Txt0855 WEBSTER STREET SUITE 200
ReturnHeader/Filer/USAddress/CityNm0FORT WAYNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046802
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/PreparationDt02022-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARRIE B MINNICH CPA
ReturnHeader/ReturnTs02022-05-13T10:38:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FEE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$462,013
Liabilities
$0
Net assets
$462,013
Revenue
$43,202
Expenses
$31,951
Net income
$11,251
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
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