Julie and Michael Shields
Julie and Michael Shields is a private foundation, based in Las Vegas, NV. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $516K in total assets. In 2025, it awarded 2 grants totaling $36K. Net investment income was $80K.
Julie and Michael Shields at a glance
In short: Julie and Michael Shields gave $36K across 2 grants in 2025 (avg $18K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $36,172
- +10.9% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $18,086
- +10.9% vs 2024
- Median grant
- $18,086
- Total assets
- $515,977
- +7.9% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Julie and Michael Shields funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Bishop Dewnger High School ($27K). Together the top 2 received $36K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Julie and Michael Shields gives
- Giving held roughly steady from 2022 to 2025 (+18%). Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $22K (2021) to $36K (2025). In 2025 it made 2 grants totaling $36K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bishop Dewnger High School Fort Wayne, IN | GIFT | $27,129 |
| Bishop Luers High School Fort Wayne, IN | GIFT | $9,043 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $515,977 | $86,000 | $48,106 | $36,172 | 2 | $38,172 | $79,649 | $37,527 |
| 2024 | $478,083 | $47,166 | $42,167 | $32,603 | 2 | $33,603 | $41,124 | $35,159 |
| 2023 | $474,094 | $59,790 | $45,020 | $29,796 | 2 | $34,261 | $54,641 | $31,228 |
| 2022 | $460,696 | $40,186 | $39,786 | $30,641 | 2 | $31,641 | $35,173 | $30,796 |
| 2021 | $462,013 | $43,202 | $31,951 | $22,248 | 2 | $23,248 | $38,147 | $31,641 |
| 2020 | $453,127 | $53,937 | $30,773 | $24,037 | 2 | — | $50,147 | $23,248 |
Under IRS private-foundation payout rules, Julie and Michael Shields reported a distributable amount of $38K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Julie and Michael Shields is led by Premier Trust, Trustee on every filing since 2023 — the only officer listed, and compensated.
Officers on the 2025 filing
Premier Trust
Trustee
On filings since 2023
1 hr/week
$70 (2023) → $3K (2025)
Former officers (1)
- Former: First Merchants Bank (2020–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $3K, to Premier Trust (Trustee).
Frequently asked questions about Julie and Michael Shields
How much does Julie and Michael Shields give each year?
Julie and Michael Shields gave $36K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $33K across 2 grants.
How large is Julie and Michael Shields?
Julie and Michael Shields reported $516K in total assets on its 2025 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $38K (roughly 5% of its investment assets).
Where does Julie and Michael Shields operate?
Julie and Michael Shields has awarded grants in Indiana.
What is Julie and Michael Shields's EIN?
Julie and Michael Shields's EIN (Employer Identification Number) is 30-0399932. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 23, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 29, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 20, 2026)
- IRS filings on file for fiscal years 2020–2025
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