BIG SHOULDERS FUND: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: BIG SHOULDERS FUND (EIN 36-3490557)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2026-01-23
IRS object ID: 202620239349300307
Schema version: 2024v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-01-23T09:11:46+00:00	ReturnTs
Tax Period End	2025-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	350921680	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CROWE LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	225 West Wacker Drive Suite 2600	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	606061224	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	363490557	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Big Shoulders Fund	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BIGS	BusinessNameControlTxt
Phone	3127518337	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	212 W Van Buren Street 900	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60607	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Joshua Hale	PersonNm
Person Title	President & Chief Executive Officer	PersonTitleTxt
Signature	2026-01-23	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jennifer Burke	PreparerPersonNm
PTIN	P01342224	PTIN
Phone	3128997000	PhoneNum
Preparation	2026-01-23	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Joshua Hale	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	212 W Van Buren Street 900	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60607	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$79,742,696	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.bigshouldersfund.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1986	FormationYr
Legal Domicile State	IL	LegalDomicileStateCd
Activity Or Mission	We provide support to high need schools which provide a quality, values-based education for Chicago and Northwest Indiana's children.	ActivityOrMissionDesc
Voting Members Governing Body	32	VotingMembersGoverningBodyCnt
Voting Members Independent	32	VotingMembersIndependentCnt
Total Employee	114	TotalEmployeeCnt
Total Volunteers	3457	TotalVolunteersCnt
Total Gross UBI	$4,139	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$72,815,110	PYContributionsGrantsAmt
CY Contributions Grants	$42,507,854	CYContributionsGrantsAmt
PY Program Service Revenue	$166,541	PYProgramServiceRevenueAmt
CY Program Service Revenue	$130,909	CYProgramServiceRevenueAmt
PY Investment Income	$11,128,285	PYInvestmentIncomeAmt
CY Investment Income	$10,487,082	CYInvestmentIncomeAmt
PY Other Revenue	$666,688	PYOtherRevenueAmt
CY Other Revenue	$30,042	CYOtherRevenueAmt
PY Total Revenue	$84,776,624	PYTotalRevenueAmt
CY Total Revenue	$53,155,887	CYTotalRevenueAmt
PY Grants And Similar Paid	$63,152,854	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$41,830,502	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$7,669,821	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$8,758,777	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,355,756	CYTotalFundraisingExpenseAmt
PY Other Expenses	$5,066,334	PYOtherExpensesAmt
CY Other Expenses	$4,295,588	CYOtherExpensesAmt
PY Total Expenses	$75,889,009	PYTotalExpensesAmt
CY Total Expenses	$54,884,867	CYTotalExpensesAmt
PY Revenues Less Expenses	$8,887,615	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,728,980	CYRevenuesLessExpensesAmt
Total Assets BOY	$150,134,830	TotalAssetsBOYAmt
Total Assets EOY	$152,085,991	TotalAssetsEOYAmt
Total Liabilities BOY	$19,304,905	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$22,661,081	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$130,829,925	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$129,424,910	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	We provide support to underserved schools which provide a quality, values-based education for Chicago's children. In 2020, Big Shoulders Fund's programming was extended to the Northwest Indiana region.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$24,074,917	ExpenseAmt
Grant	$22,141,857	GrantAmt
Desc	School operations: DISTRIBUTED OPERATING AND CAPITAL GRANTS TO MULTIPLE SCHOOLS IN AN EFFORT TO PREVENT SCHOOL CLOSURES; ALSO ASSISTED SCHOOLS IN IMPROVING MARKETING/RECRUITING, BUILDING NEW EXTERNAL FUNDING SOURCES, IMPROVING SCHOOL BUSINESS OPERATIONS, ETC.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$13,580,195	ExpenseAmt
Grant	$12,463,115	GrantAmt
Desc	Student Scholarship Programs: ADMINISTERED OVER90 DISTINCT SCHOLARSHIP PROGRAMS THAT INCLUDE MENTORING, ENRICHMENT AND OTHER SUPPORT ACTIVITIES. 5,267 SCHOLARSHIPS WERE AWARDED TO 5,080 STUDENTS AT 120 ELEMENTARY AND HIGH SCHOOLS TO ENABLE THEM TO ATTEND NON-PUBLIC SCHOOLS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$12,158,860	ExpenseAmt
Grant	$6,136,650	GrantAmt
Desc	Academic Enrichment and Leadership Development: BIG SHOULDERS ADMINISTERS OVER 25 ONGOING PROGRAMS IN 90 SCHOOLS INVOLVING OVER 800 TEACHERS AND ADMINISTRATORS TO IMPROVE INSTRUCTION AND LEARNING THROUGH LEADERSHIP AND PROFESSIONAL DEVELOPMENT, PROFESSIONAL LEARNING COMMUNITIES AND ACCESS TO HIGH QUALITY CURRICULA WITH FOCUS ON MATH, SCIENCE, CIVICS, AND LITERACY. PROVIDE A VARIETY OF OTHER NEEDED CAPITAL AND PROGRAMMATIC SUPPORT TO ENSURE A SAFE, EFFECTIVE LEARNING ENVIRONMENT FOR NEARLY 25,000 STUDENTS THROUGH ONGOING ENRICHMENT PROGRAMS INCLUDING A SCIENCE AND LEADERSHIP CAMP, AFTERSCHOOL PROGRAMS, SUMMER PROGRAMS, AND OTHER OPPORTUNITIES FOR STUDENTS.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$1,851,647	ExpenseAmt
Grant	$1,088,880	GrantAmt
Revenue	$130,909	RevenueAmt
Desc	Other program services: GENERAL ACADEMIC ENRICHMENT ACTIVITIES FOR STUDENTS, SUCH AS OUTDOOR EDUCATION, LEARNING ABOUT INVESTMENTS AND THE STOCK MARKET. SUPPORT FOR SCHOOLS HOLDING FUND-RAISING EVENTS. SUPPORTING VOLUNTEER SCHOOL CLEANUP AND MAINTENANCE ACTIVITIES. GRANTS TO SCHOOLS AS DESIGNATED BY DONORS - AGENCY (PASS-THROUGH) TRANSACTIONS. IN ADDITION, BIG SHOULDERS FUND PROVIDES SUPPORT TO STUDENTS, TEACHERS, AND ADMINSTRATORS AT CATHOLIC SCHOOLS PRIMARILY SERVING LOW-INCOME STUDENTS IN NORTHWEST INDIANA THROUGH A RESTRICTED GRANT. SOUTHEAST SIDE EXPERIENCE INCUBATOR (SSEI) PROVIDES STUDENTS AT ST. FRANCIS DE SALES HIGH SCHOOL WITH VALUABLE LIFE AND WORK EXPERIENCES IN A PROFESSIONAL SETTING UTILIZING A WORK STUDY PROGRAM. STUDENTS' ACADEMIC SCHEDULES ARE MODIFIED SO THAT FOUR STUDENTS SHARE ONE FULL-TIME ENTRY-LEVEL JOB. WORK STUDY HOURS PROVIDE STUDENTS WITH AN ENRICHED LEARNING EXPERIENCE AND IS CERTIFIED BY THE US DEPARTMENT OF LABOR.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$1,851,647	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$1,088,880	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$130,909	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$51,665,619	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	Yes (true)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	Yes (true)	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	299	IRPDocumentCnt
IRP Document W2 G	3	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	114	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form1098 C Filed	Yes (true)	Form1098CFiledInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	32	GoverningBodyVotingMembersCnt
Independent Voting Member	32	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Policies Reference Chapters	false	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Written Policy Or Procedure	false	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Malcolm Douglas	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3127518337	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	212 W Van Buren St Suite 900	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60607	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
John Croghan
Vice Chairman	1.0	Yes (X)	Yes (X)	$0	$0	$0
Kenneth J Velo
Co-Chairman	25.0	Yes (X)	Yes (X)	$0	$0	$0
Kent Dauten
Co-Chairman	15.0	Yes (X)	Yes (X)	$0	$0	$0
Arthur R Velasquez
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Charles K Bobrinskoy
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Cherryl Thomas
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Christine E Kelly
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Christopher Valenti
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Daniel Doherty
Board of Trustees	1.0	Yes (X)		$0	$0	$0
David Dury
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Dennis Fitzsimons
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Elizabeth Cole
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Gerald Beeson
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Giancarlo Turano
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Gregory Q Brown
Board of Trustees	1.0	Yes (X)		$0	$0	$0
James A Gordon
Board of Trustees	1.0	Yes (X)		$0	$0	$0
James Compton
Board of Trustees	1.0	Yes (X)		$0	$0	$0
James Hoeg
Board of Trustees	1.0	Yes (X)		$0	$0	$0
John A Canning Jr
Board of Trustees	1.0	Yes (X)		$0	$0	$0
John Schreiber
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Kimberly Querrey
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Larry Richman
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Lee Henderson
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Leigh-Anne Kazma
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Mary Dempsey
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Stephen King
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Tao Huang
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Thomas E Lanctot
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Thomas Reynolds III
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Timothy Sullivan
Board of Trustees	1.0	Yes (X)		$0	$0	$0
William Devers
Board of Trustees	1.0	Yes (X)		$0	$0	$0
William T Lynch
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Joshua Hale
President and Chief Executive Officer	50.0		Yes (X)	$585,588	$0	$52,879
Malcolm Douglas
Chief Financial Officer	50.0		Yes (X)	$254,776	$0	$41,651
Amelia Drozda
Chief Advancement & Development Officer	50.0			$204,800	$0	$21,844	Yes (X)
Daniel Bennett
Senior Director, Scholarships	50.0			$191,377	$0	$39,202	Yes (X)
Rebecca Lindsay-Ryan
Chief Schools Officer	50.0			$292,828	$0	$54,427	Yes (X)
Daniel Kozlowski
Managing Director, NWI	50.0			$166,775	$0	$28,287		Yes (X)
Danielle Robinson
Managing Director, School Operations and Patrons Program	50.0			$165,754	$0	$14,867		Yes (X)
Laura Nalley
Senior Director, People and Leadership	50.0			$159,145	$0	$30,424		Yes (X)
Maria Ippolito
Managing Director, School Marketing and Enrollment	50.0			$154,012	$0	$3,805		Yes (X)
Timothy Gallo
Managing Director, Plus Schools and Leadership	50.0			$171,161	$0	$37,991		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,346,216	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$325,377	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	20	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
UChicago STEM Education
1427 E 60th Street	Chicago	IL	60637	PROF DEVELOPMENT FOR SCHOOLS	$348,338
Ziemke Consulting LLC
130 S Canal St	Chicago	IL	60606	PROF DEVELOPMENT FOR SCHOOLS	$295,701
NQC Literacy LLC
P O Box 195	Jersey City	NJ	07303	PROF DEVELOPMENT FOR SCHOOLS	$286,702
Kirk Ziemke
130 S Canal St	Chicago	IL	60606	PROF DEVELOPMENT FOR SCHOOLS	$217,847
University of Illinois - Chicago
1240 W Harrison Street Rm 1535	Chicago	IL	60607	PROF DEVELOPMENT FOR SCHOOLS	$193,361

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	7	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$13,060	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$5,581,215	FundraisingAmt
Related Organizations	$0	RelatedOrganizationsAmt
Government Grants	$704,510	GovernmentGrantsAmt
All Other Contributions	$36,209,069	AllOtherContributionsAmt
Noncash Contributions	$2,935,475	NoncashContributionsAmt
Total Contributions	$42,507,854	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	Work Study Sponsorships	Desc
Business	611710	BusinessCd
Total Revenue Column	$130,909	TotalRevenueColumnAmt
Related Or Exempt Func Income	$130,909	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$130,909	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,363,758	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$4,139	UnrelatedBusinessRevenueAmt
Exclusion	$1,359,619	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$34,563,546	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$25,440,222	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$9,123,324	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$9,123,324	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$9,123,324	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$1,105,219	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$5,581,215	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$1,141,127	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$35,908	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$35,908	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$71,410	GamingGrossIncomeAmt
Gaming Direct Expenses	$5,460	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$65,950	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$65,950	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$53,155,887	TotalRevenueColumnAmt
Related Or Exempt Func Income	$130,909	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$4,139	UnrelatedBusinessRevenueAmt
Exclusion	$10,512,985	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$29,410,919	TotalAmt
Program Services	$29,410,919	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$12,419,583	TotalAmt
Program Services	$12,419,583	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,750,103	TotalAmt
Program Services	$1,104,440	ProgramServicesAmt
Management And General	$429,988	ManagementAndGeneralAmt
Fundraising	$215,675	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$5,763,542	TotalAmt
Program Services	$4,528,771	ProgramServicesAmt
Management And General	$577,813	ManagementAndGeneralAmt
Fundraising	$656,958	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$171,676	TotalAmt
Program Services	$137,565	ProgramServicesAmt
Management And General	$19,368	ManagementAndGeneralAmt
Fundraising	$14,743	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$571,747	TotalAmt
Program Services	$443,171	ProgramServicesAmt
Management And General	$66,160	ManagementAndGeneralAmt
Fundraising	$62,416	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$501,709	TotalAmt
Program Services	$377,894	ProgramServicesAmt
Management And General	$64,888	ManagementAndGeneralAmt
Fundraising	$58,927	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$2,569	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$2,569	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$88,866	TotalAmt
Program Services	$2,370	ProgramServicesAmt
Management And General	$86,496	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$62,500	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$62,500	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,092,695	TotalAmt
Program Services	$1,961,339	ProgramServicesAmt
Management And General	$122,236	ManagementAndGeneralAmt
Fundraising	$9,120	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$132,450	TotalAmt
Program Services	$93,414	ProgramServicesAmt
Management And General	$27,251	ManagementAndGeneralAmt
Fundraising	$11,785	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$420,664	TotalAmt
Program Services	$181,889	ProgramServicesAmt
Management And General	$186,344	ManagementAndGeneralAmt
Fundraising	$52,431	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$372,774	TotalAmt
Program Services	$190,140	ProgramServicesAmt
Management And General	$87,559	ManagementAndGeneralAmt
Fundraising	$95,075	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$215,529	TotalAmt
Program Services	$108,165	ProgramServicesAmt
Management And General	$53,682	ManagementAndGeneralAmt
Fundraising	$53,682	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$491,376	TotalAmt
Program Services	$452,333	ProgramServicesAmt
Management And General	$13,643	ManagementAndGeneralAmt
Fundraising	$25,400	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$9,183	TotalAmt
Program Services	$4,591	ProgramServicesAmt
Management And General	$2,296	ManagementAndGeneralAmt
Fundraising	$2,296	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$32,638	TotalAmt
Program Services	$17,928	ProgramServicesAmt
Management And General	$7,417	ManagementAndGeneralAmt
Fundraising	$7,293	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Food and meals	$329,588	$217,917	$32,914	$78,757
Credit card fees	$35,816		$18	$35,798
Membership dues	$33,940	$13,190	$20,350	$400
Bad Debt	-$25,000			-$25,000

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$54,884,867	TotalAmt
Program Services	$51,665,619	ProgramServicesAmt
Management And General	$1,863,492	ManagementAndGeneralAmt
Fundraising	$1,355,756	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$432,083	BOYAmt
EOY	$76,230	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$12,874,869	BOYAmt
EOY	$3,765,796	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$36,124,799	BOYAmt
EOY	$40,607,154	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$452,958	BOYAmt
EOY	$274,492	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$317,052	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$297,197	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$29,037	BOYAmt
EOY	$19,855	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$26,604,087	BOYAmt
EOY	$17,787,186	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$73,398,614	BOYAmt
EOY	$87,413,699	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$218,383	BOYAmt
EOY	$2,141,579	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$150,134,830	BOYAmt
EOY	$152,085,991	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,518,394	BOYAmt
EOY	$1,202,263	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$16,919,074	BOYAmt
EOY	$18,773,078	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$392,235	BOYAmt
EOY	$404,000	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$475,202	BOYAmt
EOY	$151,238	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$2,130,502	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$19,304,905	BOYAmt
EOY	$22,661,081	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$41,875,236	BOYAmt
EOY	$39,896,440	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$88,954,689	BOYAmt
EOY	$89,528,470	EOYAmt

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$130,829,925	BOYAmt
EOY	$129,424,910	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$150,134,830	BOYAmt
EOY	$152,085,991	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$1,728,980	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$323,965	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$48,714,161	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$72,019,742	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$56,956,626	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$72,815,110	CurrentTaxYearMinus1YearAmt
Current Tax Year	$42,507,854	CurrentTaxYearAmt
Total	$293,013,493	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$48,714,161	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$72,019,742	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$56,956,626	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$72,815,110	CurrentTaxYearMinus1YearAmt
Current Tax Year	$42,507,854	CurrentTaxYearAmt
Total	$293,013,493	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$33,806,233	SubstantialContributorsTotAmt
Public Support Total170	$259,207,260	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$405,551	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$578,376	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,213,905	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,732,906	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,363,758	CurrentTaxYearAmt
Total	$5,294,496	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,247	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$18,262	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$7,506	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$28,015	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$207,721	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$368,133	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,438,060	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,164,293	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,307,538	CurrentTaxYearAmt
Total	$4,485,745	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$302,821,749	TotalSupportAmt
Gross Receipts Rltd Activities	$0	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.85597	PublicSupportCY170Pct
Public Support PY170	0.87034	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule A, Part II, Line 10 Other Income	FormAndLineReferenceDesc
Explanation	DESCRIPTION - GROSS INCOME FROM FUNDRAISING EVENTS, COLUMN A - 163001.0, COLUMN B - 305533.0, COLUMN C - 1200456.0, COLUMN D - 934698.0, COLUMN E - 1105219.0, COLUMN F - 3708907.0; DESCRIPTION - WORK STUDY SPONSORSHIPS, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 188899.0, COLUMN D - 166541.0, COLUMN E - 130909.0, COLUMN F - 486349.0; DESCRIPTION - GROSS REVENUE FROM GAMING ACTIVITIES, COLUMN A - 44720.0, COLUMN B - 62600.0, COLUMN C - 48705.0, COLUMN D - 63054.0, COLUMN E - 71410.0, COLUMN F - 290489.0;	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Agent Trustee Etc	false	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (true)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$38,208,506	BeginningYearBalanceAmt
Contributions	$452,264	ContributionsAmt
Investment Earnings Or Losses	$4,203,669	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$670,703	GrantsOrScholarshipsAmt
Other Expenditures	$1,104,252	OtherExpendituresAmt
Administrative Expenses	$61,060	AdministrativeExpensesAmt
End Year Balance	$41,028,424	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$35,389,758	BeginningYearBalanceAmt
Contributions	$82,814	ContributionsAmt
Investment Earnings Or Losses	$4,628,941	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$688,622	GrantsOrScholarshipsAmt
Other Expenditures	$1,154,385	OtherExpendituresAmt
Administrative Expenses	$50,000	AdministrativeExpensesAmt
End Year Balance	$38,208,506	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$33,450,248	BeginningYearBalanceAmt
Contributions	$223,950	ContributionsAmt
Investment Earnings Or Losses	$3,574,067	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$656,262	GrantsOrScholarshipsAmt
Other Expenditures	$1,152,245	OtherExpendituresAmt
Administrative Expenses	$50,000	AdministrativeExpensesAmt
End Year Balance	$35,389,758	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$40,698,957	BeginningYearBalanceAmt
Contributions	$188,261	ContributionsAmt
Investment Earnings Or Losses	-$5,532,938	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$652,915	GrantsOrScholarshipsAmt
Other Expenditures	$1,201,117	OtherExpendituresAmt
Administrative Expenses	$50,000	AdministrativeExpensesAmt
End Year Balance	$33,450,248	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$34,867,877	BeginningYearBalanceAmt
Contributions	$242,706	ContributionsAmt
Investment Earnings Or Losses	$9,462,265	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$599,214	GrantsOrScholarshipsAmt
Other Expenditures	$3,224,677	OtherExpendituresAmt
Administrative Expenses	$50,000	AdministrativeExpensesAmt
End Year Balance	$40,698,957	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.5152	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.3916	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.0932	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$147,789	OtherCostOrOtherBasisAmt
Depreciation	$147,789	DepreciationAmt
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$137,053	OtherCostOrOtherBasisAmt
Depreciation	$117,198	DepreciationAmt
Book Value	$19,855	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$32,210	OtherCostOrOtherBasisAmt
Depreciation	$32,210	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$19,855	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (10 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Closely-held equity interests
Financial derivatives
Large Cap Equity Funds	$19,030,702	F
Small/Mid Cap Equity Funds	$4,988,666	F
International Equity	$17,186,336	F
Hedged Equity Funds	$13,110,273	F
Private Investments	$13,021,257	F
Absolute Return Funds	$2,021,666	F
Fixed Income Fund	$18,054,799	F
Liquidating funds

Field	Value	IRS element (for citing)
Total Book Value Securities	$87,413,699	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
Federal Income Taxes
Lease Liability	$2,130,502

Field	Value	IRS element (for citing)
Total Liability	$2,130,502	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$52,153,464	TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts	$187,839	DonatedServicesAndUseFcltsAmt
Other Revenue	-$1,127,762	OtherRevenueAmt
Revenue Not Reported	-$939,923	RevenueNotReportedAmt
Revenue Subtotal	$53,093,387	RevenueSubtotalAmt
Investment Expenses Not Incld	$62,500	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$62,500	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$53,155,887	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$53,558,479	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$187,839	DonatedServicesUseFcltsAmt
Other Expenses Included	-$1,451,727	OtherExpensesIncludedAmt
Expenses Not Reported	-$1,263,888	ExpensesNotReportedAmt
Expenses Subtotal	$54,822,367	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$62,500	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$62,500	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$54,884,867	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part IV, Line 2b Explanation of escrow agreement	Big Shoulders Fund receives donations classified for accounting purposes as agency transactions designated for specific beneficiaries. Donations are deposited into Big Shoulders Fund bank accounts and recorded as liabilities until paid. Donations are tracked using the same method as other restricted donations
Schedule D, Part V, Line 4 Intended uses of endowment funds	Endowment funds are used per donor restrictions for scholarships, programs, and other expenses. Earnings on Board designated endowments are used for administrative expenses, which may include program, management, and fundraising expenses.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	The Fund has received a determination letter from the Internal Revenue Service indicating that the Fund is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code of 1986 and, except for taxes pertaining to unrelated business income, is exempt from federal and state income taxes. The Fund is classified as a public charity under Section 509(a)(1) and Section 170(b)(1)(A)(vi), an organization that normally receives a substantial part of its support from direct or indirect contributions from the general public. The Fund recognizes a tax position as a benefit only if it is more likely than not that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the more likely than not test, no tax benefit is recorded. The Fund does not expect the total amount of unrecognized tax benefits to significantly change in the next twelve months. The Fund has applied this criterion to all tax positions for which the statute of limitations remains open. Tax years open to examination by tax authorities under the statute of limitations include fiscal years ended June 2021 through 2024. The Fund recognizes interest and penalties related to unrecognized tax benefits in interest and income tax expense, respectively. The Fund has no amounts accrued for interest or penalties as of June 30, 2024 and 2025. The Fund has determined that its tax provisions satisfy the more likely than not criterion and that no provision for income taxes is required at June 30, 2025.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990	adjustment for agency transaction receipts see schedule O for narrative - -1127762
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990	adjustment for agency transaction distributions see schedule O for narrative - -1451727

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	Central America and the Caribbean	RegionTxt
Offices	0	OfficesCnt
Employee	0	EmployeeCnt
Type Of Activities Conducted	Investments	TypeOfActivitiesConductedTxt
Region Total Expenditures	$55,546,349	RegionTotalExpendituresAmt

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$55,546,349	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$55,546,349	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements	FormAndLineReferenceDesc
Explanation	CENTRAL AMERICA AND THE CARIBBEAN-Accrual	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Dinner	Event1Nm
Gross Receipts Event1	$5,177,445	GrossReceiptsEvent1Amt
Charitable Contri Event1	$4,736,686	CharitableContriEvent1Amt
Gross Revenue Event1	$440,759	GrossRevenueEvent1Amt
Cash Prizes Event1	$0	CashPrizesEvent1Amt
Non Cash Prizes Event1	$0	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$0	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$214,956	FoodAndBeverageEvent1Amt
Entertainment Event1	$15,500	EntertainmentEvent1Amt
Other Direct Expenses Event1	$416,511	OtherDirectExpensesEvent1Amt
Event2	Golf	Event2Nm
Gross Receipts Event2	$1,112,044	GrossReceiptsEvent2Amt
Charitable Contri Event2	$666,374	CharitableContriEvent2Amt
Gross Revenue Event2	$445,670	GrossRevenueEvent2Amt
Cash Prizes Event2	$0	CashPrizesEvent2Amt
Non Cash Prizes Event2	$0	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$142,857	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$3,110	FoodAndBeverageEvent2Amt
Entertainment Event2	$0	EntertainmentEvent2Amt
Other Direct Expenses Event2	$137,057	OtherDirectExpensesEvent2Amt
Other Events Total	5	OtherEventsTotalCnt
Gross Receipts Other Events	$396,945	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$178,155	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$218,790	GrossRevenueOtherEventsAmt
Cash Prizes Other Events	$0	CashPrizesOtherEventsAmt
Non Cash Prizes Other Events	$0	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$29,391	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$127,975	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$2,000	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$51,770	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$6,686,434	GrossReceiptsTotalAmt
Charitable Contributions Tot	$5,581,215	CharitableContributionsTotAmt
Gross Revenue Total Events	$1,105,219	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$0	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$0	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$172,248	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$346,041	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$17,500	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$605,338	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$1,141,127	DirectExpenseSummaryEventsAmt
Net Income Summary	-$35,908	NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

Field	Value	IRS element (for citing)
Gross Revenue Bingo	$0	GrossRevenueBingoAmt
Cash Prizes Bingo	$0	CashPrizesBingoAmt
Non Cash Prizes Bingo	$0	NonCashPrizesBingoAmt
Rent Facility Costs Bingo	$0	RentFacilityCostsBingoAmt
Other Direct Expenses Bingo	$0	OtherDirectExpensesBingoAmt
Volunteer Labor Bingo	0	VolunteerLaborBingoPct
Gross Revenue Pull Tabs	$0	GrossRevenuePullTabsAmt
Cash Prizes Pull Tabs	$0	CashPrizesPullTabsAmt
Non Cash Prizes Pull Tabs	$0	NonCashPrizesPullTabsAmt
Rent Facility Costs Pull Tabs	$0	RentFacilityCostsPullTabsAmt
Other Direct Expenses Pull Tabs	$0	OtherDirectExpensesPullTabsAmt
Volunteer Labor Pull Tabs	0	VolunteerLaborPullTabsPct
Gross Revenue Other Gaming	$71,410	GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming	$5,460	CashPrizesOtherGamingAmt
Non Cash Prizes Other Gaming	$0	NonCashPrizesOtherGamingAmt
Rent Fclty Costs Other Gaming	$0	RentFcltyCostsOtherGamingAmt
Oth Direct Expnss Other Gaming	$0	OthDirectExpnssOtherGamingAmt
Volunteer Labor Other Gaming	Yes (true)	VolunteerLaborOtherGamingInd
Volunteer Labor Other Gaming	0.96	VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming	$71,410	GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming	$5,460	CashPrizesTotalGamingAmt
Non Cash Prizes Total Gaming	$0	NonCashPrizesTotalGamingAmt
Rent Fclty Costs Total Gaming	$0	RentFcltyCostsTotalGamingAmt
Oth Direct Expnss Total Gaming	$0	OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming	$5,460	DirectExpenseSummaryGamingAmt
Net Gaming Income Summary	$65,950	NetGamingIncomeSummaryAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	IL	StatesWhereGamingConductedCd
Licensed	Yes (true)	LicensedInd
License Suspended Etc	false	LicenseSuspendedEtcInd
Gaming With Nonmembers	false	GamingWithNonmembersInd
Member Of Other Entity	false	MemberOfOtherEntityInd
Gaming Own Facility	0.0	GamingOwnFacilityPct
Gaming Other Facility	1.0	GamingOtherFacilityPct
Individual With Books	JOSHUA HALE	IndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	212 W VAN BUREN Suite 900	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60607	ZIPCd

Field	Value	IRS element (for citing)
Cntrct With3rd Prty For Game Rev	false	CntrctWith3rdPrtyForGameRevInd

Gaming Manager Business Name GamingManagerBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Joshua Hale	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gaming Manager Compensation	$0	GamingManagerCompensationAmt
Gaming Manager Services Prov	President & CEO	GamingManagerServicesProvTxt
Gaming Manager Is Director Ofcr	Yes (X)	GamingManagerIsDirectorOfcrInd
Charitable Distribution Rqr	false	CharitableDistributionRqrInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule G, Part III, Line 16 Gaming Manager Compensation	Mr. Hale is not separately compensated for his oversight of any gaming activities.
Schedule G, Part III Other Gaming	The organization conducts a raffle as part of its annual golf outing.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (84 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
Academy of St Benedict the African
6020 S Laflin Street	Chicago	IL	60636	362171119	501c3	$456,012	AE, LPD, OP, DDG
Andrean High School
5959 Broadway	Merrillville	IN	46410	351046711	501c3	$187,600	AE
Annunciata School
3750 E 112th Street	Chicago	IL	60617	362170752	501c3	$281,190	AE, LPD, OP
Aquinas Catholic School
801 W 73rd Avenue	Merrillville	IN	46410	351162553	501c3	$104,320	AE
Augustus Tolton Academy
7120 S Calumet Ave	Chicago	IL	60619	362170979	501c3	$597,540	AE, OP, PP
Bishop Noll Institute
1519 Hoffman Street	Hammond	IN	46327	351007097	501c3	$160,894	AE
Bridgeport Catholic Academy
3700 S Lowe Avenue	Chicago	IL	60609	363377611	501c3	$13,760	AE, LPD, OP
Children of Peace School
1900 W Taylor St	Chicago	IL	606123732	362212711	501c3	$561,240	AE, OP
Cristo Rey Jesuit High School
1852 W 22nd Place	Chicago	IL	60608	364067306	501c3	$11,000	SPG
Cristo Rey St Martin College Prep
3106 Belvidere Road	Waukegan	IL	60085	421597059	501c3	$9,500	SPG
DePaul College Prep
Fr Gordon Campus	Chicago	IL	606184602	362182169	501c3	$5,000	DDG
Epiphany School
4223 W 25th St	Chicago	IL	606233692	362412597	501c3	$895,883	AE, LPD, OP, PP, DDG
Holy Angels School
750 E 40th Street	Chicago	IL	606532348	362747560	501c3	$707,608	AE, LPD, OP, PP
Holy Trinity High School
1443 W Division St	Chicago	IL	60642	362171703	501c3	$224,000	AE, OP, DDG
Immaculate Conception School
8739 S Exchange	Chicago	IL	60617	363310936	501c3	$372,780	AE, OP
Josephinum Academy
1501 N Oakley Blvd	Chicago	IL	60622	362167764	501c3	$16,150	AE
Leo High School
7901 S Sangamon St	Chicago	IL	60620	362182061	501c3	$240,710	AE, LPD, OP, SPG
Marquette Catholic High School
306 W 10th Street	Michigan City	IN	46360	351148636	501c3	$153,160	AE
Maternity BVM School
1537 N Lawndale Avenue	Chicago	IL	60651	362171722	501c3	$328,017	AE, LPD, OP, PP
Most Blessed Trinity Academy
510 Grand Avenue	Waukegan	IL	600851835	470955784	501c3	$340,600	AE, OP, PP
Nativity of Our Savior School
2929 Willowcreek Road	Portage	IN	46368	351131605	501c3	$100,000	AE
Notre Dame School
1010 Moore Road	Michigan City	IN	46360	350957092	501c3	$101,760	AE
Our Lady of Grace
3005 Condit Street	Highland	IN	46322	350905955	501c3	$100,200	AE
Our Lady of Grace School
2446 N Ridgeway Avenue	Chicago	IL	606472325	362170886	501c3	$411,450	AE, LPD, OP
Our Lady of Guadalupe School
9050 S Burley Avenue	Chicago	IL	60617	362743254	501c3	$425,400	AE, LPD, OP, PP
Our Lady of Tepeyac Elementary School
2235 S Albany Ave	Chicago	IL	606233414	363409095	501c3	$440,210	AE, LPD, OP
Our Lady of Tepeyac High School
2228 S Whipple St	Chicago	IL	606233425	364202108	501c3	$62,350	AE, DDG
Our Lady of the Snows School
4810 S Leamington Avenue	Chicago	IL	606382199	362401758	501c3	$29,920	AE, LPD
Pope John Paul II Catholic School
4325 S Richmond St	Chicago	IL	606322596	362170859	501c3	$652,160	AE, LPD, OP
Queen of All Saints School
1715 E Barker Ave	Michigan City	IN	46360	832242462	501c3	$165,880	AE
Queen of the Universe School
7130 S Hamlin Avenue	Chicago	IL	606294321	362583566	501c3	$629,330	AE, LPD, OP
Sacred Heart School
2906 E 96th Street	Chicago	IL	60617	362171734	501c3	$225,080	AE, LPD, OP
Saint Paul Catholic School
1755 W Harrison Blvd	Valparaiso	IN	46385	352012677	501c3	$101,380	AE
San Miguel School - Back of the Yards
1949 W 48th Street	Chicago	IL	60609	364378726	501c3	$34,700	AE, SPG
St Agnes of Bohemia School
2643 S Central Park Avenue	Chicago	IL	60623	363552287	501c3	$302,968	AE, CP, OP, DDG
St Ailbe School
9037 S Harper Avenue	Chicago	IL	60619	362170926	501c3	$573,468	AE, CP, LPD, OP, PP
St Anastasia School
629 Glen Flora Ave	Waukegan	IL	60085	362427693	501c3	$158,700	AE, OP, PP
St Angela School
1332 North Massasoit Avenue	Chicago	IL	60651	362170932	501c3	$917,202	AE, OP, DDG
St Ann School
2211 W 18th Place	Chicago	IL	60608	362284297	501c3	$549,190	AE, LPD, OP, DDG, SPG
St Bede the Venerable School
4440 W 83rd Street	Chicago	IL	606522126	364055633	501c3	$7,810	AE
St Casimir School
4329 Cameron Avenue	Hammond	IN	46327	350883494	501c3	$117,275	AE
St Catherine of SienaSt Lucy School
27 W Washington	Oak Park	IL	603024308	362170969	501c3	$368,924	AE, LPD, OP, SPG
St Constance School
5841 W Strong St	Chicago	IL	60630	363965141	501c3	$823,640	AE, LPD, OP, PP
St Ethelreda School
8734 S Paulina Street	Chicago	IL	60620	362182112	501c3	$1,223,850	AE, CP, LPD, OP
St Ferdinand School
3131 N Mason Avenue	Chicago	IL	60634	362192835	501c3	$21,740	AE, LPD
St Frances of Rome School
1428 S 59th Ct	Cicero	IL	60804	362179805	501c3	$395,068	AE, OP, DDG
St Francis de Sales High School
10155 S Ewing Avenue	Chicago	IL	60617	362435876	501c3	$1,061,550	AE, CP, OP, PP, DDG
St Gabriel School
4500 S Wallace Street	Chicago	IL	606093593	362707503	501c3	$5,601	AE, PP
St Gall School
5515 S Sawyer Ave	Chicago	IL	60629	362704905	501c3	$360,233	AE, LPD, OP, PP
St Genevieve School
4854 W Montana St	Chicago	IL	606392509	362171008	501c3	$446,110	AE, OP, PP, DDG
St Helen School
2347 W Augusta Blvd	Chicago	IL	60622	362373447	501c3	$55,280	AE, DDG
St John Bosco
7113 Columbia Avenue	Hammond	IN	46324	350957897	501c3	$115,478	AE
St John de la Salle Catholic Academy
10212 S Vernon Avenue	Chicago	IL	60628	362171032	501c3	$150,820	AE, LPD, OP, PP
St John the Baptist
1844 Lincoln Avenue	Whiting	IN	46394	350883499	501c3	$107,270	AE
St John the Evangelist School
11301 W 93rd Ave	Saint John	IN	46373	351000674	501c3	$101,060	AE
St Laurence High School
5556 W 77th Street	Burbank	IL	604591398	362205990	501c3	$15,000	DDG
St Malachy School
2252 W Washington Blvd	Chicago	IL	606122236	362936823	501c3	$621,509	AE, LPD, OP, PP, DDG
St Margaret of Scotland School
9833 S Throop Street	Chicago	IL	606431445	362367986	501c3	$618,810	AE, LPD, OP
St Mary School
525 N Broad Street	Griffith	IN	46319	350874267	501c3	$100,840	AE
St Mary Star of the Sea School
6424 S Kenneth Avenue	Chicago	IL	60629	362848256	501c3	$734,101	AE, OP
St Mary's Catholic School
321 E Joliet Street	Crown Point	IN	46307	350960852	501c3	$106,530	AE
St Matthias School
4910 N Claremont	Chicago	IL	606251912	362171089	501c3	$9,140	AE
St Michael Church
1 W Wilhelm Street	Schererville	IN	46375	350965645	501c3	$103,700	AE
St Michael Parish & School
14327 Highland Ave	Orland Park	IL	60462	362171092	501c3	$10,000	DDG
St Nicholas of Tolentine School
3741 W 62nd Street	Chicago	IL	60629	362182132	501c3	$381,771	AE, LDP, OP, PP, DDG
St Nicholas Ukrainian Cathedral School
2200 W Rice Street	Chicago	IL	60622	131026995	501c3	$9,390	AE, LDP
St Patrick School
640 N Calumet Road	Chesterton	IN	46304	010851893	501c3	$100,120	AE
St Philip Neri School
2110 E 72nd Street	Chicago	IL	60649	362171115	501c3	$486,534	AE, CP, LPD, OP, PP
St Pius V School
1919 S Ashland Ave	Chicago	IL	60608	362240477	501c3	$348,052	AE, CP, LPD, OP, PP
St Procopius School
1625 S Allport Street	Chicago	IL	60608	363352367	501c3	$16,936	AE, LPD, SPG
St Rita of Cascia High School
7740 S Western Ave	Chicago	IL	60620	362171753	501c3	$25,000	DDG
St Sabina Academy
7801 S Throop St	Chicago	IL	60620	362171123	501c3	$1,369,348	AE, CP, OP
St Stanislaus School
4930 Indianapolis Blvd	East Chicago	IN	46312	351016046	501c3	$186,960	AE
St Stanislaus Kostka School
1255 N Noble Street	Chicago	IL	60642	362171128	501c3	$210,697	AE, OP
St Stanislaus Kostka School
1506 Washington Street	Michigan City	IN	46360	350929986	501c3	$103,400	AE
St Sylvester School
3027 W Palmer Square	Chicago	IL	60647	362488067	501c3	$712,399	AE, CP, LPD, OP, PP, DDG
St Symphorosa School
6125 S Austin Avenue	Chicago	IL	606384396	362171135	501c3	$5,325	AE, LDP
St Therese School
247 W 23rd St	Chicago	IL	60616	362240479	501c3	$7,755	AE, LPD, OP
St Thomas More School
8501 Calumet Ave	Munster	IN	46321	350900733	501c3	$103,360	AE
St Thomas of Canterbury School
5525 N Magnolia Ave	Chicago	IL	60640	362240480	501c3	$62,961	AE, LPD, DDG
St Thomas the Apostle School
5467 S Woodlawn Ave	Chicago	IL	60615	362171144	501c3	$11,402	AE, LPD
St Walter - St Benedict School
11741 S Western Ave	Chicago	IL	606434789	362170950	501c3	$54,760	AE, OP
St William School
2559 N Sayre Avenue	Chicago	IL	607072186	362171154	501c3	$7,649	AE, OP
Visitation School
900 W Garfield Blvd	Chicago	IL	60609	363648506	501c3	$799,930	AE, CP, OP, PP, DDG

Field	Value	IRS element (for citing)
Total501c3 Org	84	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
Scholarships to elementary and high school students	5080	$12,115,022
Scholarships to teachers - leadership/teacher development	23	$78,138
Scholarships to college students	66	$226,423

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule I, Part II Basis of Accounting	Although Big Shoulders Fund prepares its financial statements on the accrual basis, Schedule I Part II has been prepared on the cash basis. Big Shoulders Fund believes this method is more informative as it shows actual cash outlays during the year, including both direct payments to schools and payments made on behalf of schools. On the accrual basis, multi-year grants pledged but not paid in the current year would be included in this schedule, but cash payments to schools as a result of previous multi-year grants would not be included. This could cause a misunderstanding regarding the actual annual support that the Big Shoulders Fund provides to certain schools during each school year.
Schedule I, Part II, Line 1(h) Purpose of grant or assistance Code Legend	AE.......academic enrichment CG......capital grant DDG....donor designated grant FR.......fundraising event LPD.....leadership/professional development MO......marketing/operating assistance OP.......operating grant PP.......patron program SPG....special program grants
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds	Procedures for monitoring the use of grant funds differ based on the type of grant awarded. Schools eligible for support are reviewed each year to ensure they meet the criteria (in the City of Chicago, student population has over 20% who qualify for free or reduced lunch and participate in Title I programs). Schools report annually on indicators including financial viability, enrollment, student academic performance, and demographic characteristics of students served. Renewable scholarship awards include regular progress monitoring and reporting by the individual schools on students. Patron program funds are only distributed upon agreement of Patron, School Principal, and Big Shoulders Fund, and requires substantiation through receipting or accounting of use of funds. Programmatic and capital support requires a minimum of annual reports on use of funds and demonstrated measurable objectives met through the funding. Big Shoulders Fund staff regularly visit (at least 2 - 5 times per year) schools and meet with school leadership to ensure schools are using funds as indicated by the requirement of each type of support.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Joshua Hale
President and Chief Executive Officer	$540,896	$0	$27,816	$0	$16,876	$0	$11,250	$0	$41,629	$0	$638,467	$0	$0	$0
Malcolm Douglas
Chief Financial Officer	$253,134	$0	$0	$0	$1,642	$0	$10,634	$0	$31,017	$0	$296,427	$0	$0	$0
Rebecca Lindsay-Ryan
Chief Schools Officer	$277,259	$0	$14,789	$0	$780	$0	$11,500	$0	$42,927	$0	$347,255	$0	$0	$0
Amelia Drozda
Chief Advancement & Development Officer	$194,059	$0	$9,771	$0	$970	$0	$8,207	$0	$13,637	$0	$226,644	$0	$0	$0
Daniel Bennett
Senior Director, Scholarships	$159,218	$0	$23,129	$0	$9,030	$0	$6,957	$0	$32,245	$0	$230,579	$0	$0	$0
Timothy Gallo
Managing Director, Plus Schools and Leadership	$154,051	$0	$8,402	$0	$8,708	$0	$5,469	$0	$32,522	$0	$209,152	$0	$0	$0
Daniel Kozlowski
Managing Director, NWI	$156,652	$0	$8,307	$0	$1,816	$0	$6,978	$0	$21,309	$0	$195,062	$0	$0	$0
Danielle Robinson
Managing Director, School Operations and Patrons Program	$157,044	$0	$7,930	$0	$780	$0	$4,607	$0	$10,260	$0	$180,621	$0	$0	$0
Laura Nalley
Senior Director, People and Leadership	$150,218	$0	$8,051	$0	$876	$0	$6,763	$0	$23,661	$0	$189,569	$0	$0	$0
Maria Ippolito
Managing Director, School Marketing and Enrollment	$138,388	$0	$6,919	$0	$8,705	$0	$3,295	$0	$510	$0	$157,817	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 1a Health or social club dues or initiation fees	Dues to social clubs are paid on behalf of Joshua Hale, President and CEO, to have a place to conduct off-site board meetings and meetings with donors. Dues are not considered taxable income to Mr. Hale.
Schedule J, Part I, Line 7 Non-fixed payments	ALL ACTIVE EMPLOYEES AT 12/31/2024 WERE ELIGIBLE FOR A BONUS, INCLUDING EMPLOYEES LISTED IN PART VII, BASED ON MEETING ORGANIZATIONAL GOALS DURING THE YEAR. THE BONUS PERCENTAGE IS DETERMINED BY THE CO-CHAIRMEN. THE SAME BONUS PERCENTAGE IS USED FOR ALL EMPLOYEES. THE BONUS PERCENTAGE IS MULTIPLIED BY EACH EMPLOYEES' REGULAR ANNUAL COMPENSATION TO DETERMINE THE DOLLAR AMOUNT OF THE BONUS.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Contribution	39	ContributionCnt
Noncash Contributions Rpt F990	$2,935,475	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	1	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I Explanations of reporting method for number of contributions	FormAndLineReferenceDesc
Explanation	Securities - Publicly traded - Combination of both methods	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4a-4c Description of program services	(Expenses $ 1,851,647 including grants of $ 1,088,880)(Revenue $ 130,909) Other program services: GENERAL ACADEMIC ENRICHMENT ACTIVITIES FOR STUDENTS, SUCH AS OUTDOOR EDUCATION, LEARNING ABOUT INVESTMENTS AND THE STOCK MARKET. SUPPORT FOR SCHOOLS HOLDING FUND-RAISING EVENTS. SUPPORTING VOLUNTEER SCHOOL CLEANUP AND MAINTENANCE ACTIVITIES. GRANTS TO SCHOOLS AS DESIGNATED BY DONORS - AGENCY (PASS-THROUGH) TRANSACTIONS. IN ADDITION, BIG SHOULDERS FUND PROVIDES SUPPORT TO STUDENTS, TEACHERS, AND ADMINSTRATORS AT CATHOLIC SCHOOLS PRIMARILY SERVING LOW-INCOME STUDENTS IN NORTHWEST INDIANA THROUGH A RESTRICTED GRANT. SOUTHEAST SIDE EXPERIENCE INCUBATOR (SSEI) PROVIDES STUDENTS AT ST. FRANCIS DE SALES HIGH SCHOOL WITH VALUABLE LIFE AND WORK EXPERIENCES IN A PROFESSIONAL SETTING UTILIZING A WORK STUDY PROGRAM. STUDENTS' ACADEMIC SCHEDULES ARE MODIFIED SO THAT FOUR STUDENTS SHARE ONE FULL-TIME ENTRY-LEVEL JOB. WORK STUDY HOURS PROVIDE STUDENTS WITH AN ENRICHED LEARNING EXPERIENCE AND IS CERTIFIED BY THE US DEPARTMENT OF LABOR.
Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OFFICERS & KEY EMPLOYEES	ON AN ANNUAL BASIS, THE CEO AND SENIOR DIRECTOR, PEOPLE AND LEADERSHIP, PERFORM AN EVALUATION FOR EACH OFFICER AND KEY EMPLOYEE OF THE ORGANIZATION. THIS EVALUATION IS PERFORMED USING A SET OF PREDETERMINED CRITERIA FOR EACH ROLE AND ASSESSING HOW EACH INDIVIDUAL PERFORMED COMPARED TO THESE METRICS. THIS EVALUATION FORMS THE BASIS TO DETERMINE ANY SALARY ADJUSTMENTS.
Form 990, Part VI, Line 1a Delegate broad authority to a committee	A Board of Trustees, comprised of at least 11 but no more than 35 individuals, is vested with the management of the affairs of the corporation. Each member is entitled to one vote on each matter submitted to a vote of the Board of Trustees. All members of the Board of Trustees are also members of the Board of Directors. The Board of Directors (as many members as deemed appropriate) shall be appointed by the Board of Trustees. The duty of the Board of Directors is to advise the Board of Trustees on any matters for which the Board of Trustees requests their counsel. The opinion of the Board of Directors either individually or as a whole shall not be binding on any actions of the Board of Trustees. The terms Director and Board of Directors do not refer to those legally responsible for governance of the Corporation but are honorary titles only.
Form 990, Part VI, Line 2 Family/business relationships amongst interested persons	Mr. John A. Canning, Jr. and Mr. Timothy P. Sullivan - Business relationship
Form 990, Part VI, Line 11b Review of form 990 by governing body	The Form 990 tax return is reviewed by the Audit Committee and the President and is distributed to the Board of Trustees prior to filing.
Form 990, Part VI, Line 12c Conflict of interest policy	A conflict of interest policy applies to directors, officers, or members of a committee with authority to take action on behalf of the Board of Trustees. An annual notice is sent to all individuals covered under the policy. Any conflict of interest is required to be disclosed to the Board of Trustees prior to the transaction taking place. The Board of Trustees will review relevant information and make a determination on whether or not a conflict exists. Should a conflict exist, no parties subject to the conflict are eligible to discuss or vote on the transaction. All Board of Trustees are also required to report any family or business relationships requiring disclosure on the Form 990.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	During the fiscal year 2025, the Co-Chairmen deliberated compensation for Josh Hale. Comparative data from other not-for-profit organizations was included as part of deliberations. Contemporaneous documentation and recordkeeping for deliberations and decisions regarding the compensation arrangement was recorded. Co-Chairs are considered to be independent persons.
Form 990, Part VI, Line 19 Required documents available to the public	Form 990's and financial statements are available at www.bigshouldersfund.org. Governing documents, the conflict of interest policy, and the Form 1023 are provided upon request.
Form 990, Part XI, Line 9 Agency Transactions	Under generally accepted accounting principles, non-profit organizations must report agency transactions in a specific manner. Agency transactions are contributions received from donors who have designated the use of their funds for a specific beneficiary, such as a donor requesting that their gift be directed to a certain school as a grant. As required under GAAP for financial statement presentation, Big Shoulders Fund excludes these from (net) revenue and reports them as liabilities when received. However, in order to present the true amount of support received from donors, Big Shoulders Fund includes these gifts in total contribution revenue on Line 1 and then includes them as a reconciling item on Part XI, Line 9. Correspondingly, agency expenditures are not included in total expenses. Big Shoulders Fund nets these with the reconciling item for Agency Transactions on Part XI, Line 9.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	Adjustment for Agency Transactions - See Schedule O Narrative - 1451727; Adjustment for Agency Transactions - See Schedule O Narrative - -1127762; Total - 323965;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHEAST SIDE EXPERIENCE INCUBATOR L3C	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	212 W VAN BUREN ST	AddressLine1Txt
Address Line2	STE 900	AddressLine2Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60607	ZIPCd

Field	Value	IRS element (for citing)
EIN	882529374	EIN
Primary Activities	Educational EXPERIENCE Incubator	PrimaryActivitiesTxt
Legal Domicile State	IL	LegalDomicileStateCd
Total Income	-$90,328	TotalIncomeAmt
End Of Year Assets	$948	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	Big Shoulders Fund	BusinessNameLine1Txt