BIG SHOULDERS FUND: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: BIG SHOULDERS FUND (EIN 36-3490557)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-02-28
IRS object ID: 202420599349301512
Schema version: 2022v5.0
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 C
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	2024-02-28T14:31:30+00:00	ReturnTs
Tax Period End	2023-06-30	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	2022-07-01	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	2024-02-28	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Malcolm	PersonFirstNm
Person Last	Douglas	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Nicole Bencik	PreparerPersonNm
PTIN	P00756195	PTIN
Phone	3128997000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	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	$69,188,517	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's children. In 2020, Big Shoulders Fund's programming was extended to the Northwest Indiana region.	ActivityOrMissionDesc
Voting Members Governing Body	32	VotingMembersGoverningBodyCnt
Voting Members Independent	32	VotingMembersIndependentCnt
Total Employee	87	TotalEmployeeCnt
Total Volunteers	3363	TotalVolunteersCnt
Total Gross UBI	$20,866	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$7,506	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$72,019,742	PYContributionsGrantsAmt
CY Contributions Grants	$56,956,626	CYContributionsGrantsAmt
CY Program Service Revenue	$240,868	CYProgramServiceRevenueAmt
PY Investment Income	-$9,239,954	PYInvestmentIncomeAmt
CY Investment Income	$8,080,344	CYInvestmentIncomeAmt
PY Other Revenue	$104,095	PYOtherRevenueAmt
CY Other Revenue	$399,183	CYOtherRevenueAmt
PY Total Revenue	$62,883,883	PYTotalRevenueAmt
CY Total Revenue	$65,677,021	CYTotalRevenueAmt
PY Grants And Similar Paid	$43,703,735	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$48,013,219	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$5,280,365	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$6,452,745	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,284,487	CYTotalFundraisingExpenseAmt
PY Other Expenses	$3,630,406	PYOtherExpensesAmt
CY Other Expenses	$4,474,163	CYOtherExpensesAmt
PY Total Expenses	$52,614,506	PYTotalExpensesAmt
CY Total Expenses	$58,940,127	CYTotalExpensesAmt
PY Revenues Less Expenses	$10,269,377	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$6,736,894	CYRevenuesLessExpensesAmt
Total Assets BOY	$125,993,936	TotalAssetsBOYAmt
Total Assets EOY	$135,423,582	TotalAssetsEOYAmt
Total Liabilities BOY	$19,108,691	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$22,743,753	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$106,885,245	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$112,679,829	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	$29,194,914	ExpenseAmt
Grant	$27,410,226	GrantAmt
Revenue	$0	RevenueAmt
Desc	Student Scholarship Programs: ADMINISTERED OVER 84 DISTINCT SCHOLARSHIP PROGRAMS THAT INCLUDE MENTORING, ENRICHMENT AND OTHER SUPPORT ACTIVITIES. 5,438 SCHOLARSHIPS WERE AWARDED TO 5,233 STUDENTS AT 131 ELEMENTARY AND HIGH SCHOOLS TO ENABLE THEM TO ATTEND NON-PUBLIC SCHOOLS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$15,850,099	ExpenseAmt
Grant	$14,725,180	GrantAmt
Revenue	$0	RevenueAmt
Desc	School operations: Distributed operating and capital grants to multiple schools to maintain a quality learning environment; also assisted schools in improving marketing/recruiting, building new external funding sources, improving school business operations, etc.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$5,792,976	ExpenseAmt
Grant	$3,702,060	GrantAmt
Revenue	$0	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 administrators 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

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$4,967,653	ExpenseAmt
Grant	$2,175,753	GrantAmt
Revenue	$0	RevenueAmt
Desc	Academic Enrichment and Leadership Development: Big Shoulders administers over 25 ongoing programs in 92 schools involving over 600 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 26,000 students through ongoing enrichment programs including a science and leadership camp, afterschool programs, summer programs, and other opportunities for students.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$4,967,653	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$2,175,753	TotalOtherProgSrvcGrantAmt
Total Program Service Expenses	$55,805,642	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
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	false	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
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
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	334	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	87	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
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
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
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IN	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
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
James J OConnor
Co-Chairman	30.0	Yes (X)	Yes (X)	$0	$0	$0
John A Canning Jr
Co-Chairman ( Through December 2022) / Board of Trustees	15.0	Yes (X)	Yes (X)	$0	$0	$0
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	3.0	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
Gerald Beeson
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Giancarlo Turano
Board of Trustees	2.0	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 Schreiber
Board of Trustees	1.0	Yes (X)		$0	$0	$0
Kimberly Querrey
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
Michael E Murphy
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	2.0	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)	$539,967	$0	$64,203
Malcolm Douglas
Chief Financial Officer	50.0		Yes (X)	$243,698	$0	$52,426
Amelia Drozda
Chief Advancement & Development Officer	50.0			$187,662	$0	$21,188	Yes (X)
Rebecca Lindsay-Ryan
Chief Schools Officer	50.0			$268,704	$0	$64,195	Yes (X)
Thomas Zbierski
Senior Director, Scholarship Programs and School Relations	50.0			$212,474	$0	$31,457	Yes (X)
Christine Sweeney
Managing Director, Operations and Administrative Systems	50.0			$129,544	$0	$5,558		Yes (X)
Daniel Kozlowski
Managing Director, NWI	50.0			$156,625	$0	$15,442		Yes (X)
Danielle Robinson
Managing Director, School Operations and Patrons Program	50.0			$149,623	$0	$10,227		Yes (X)
Laura Nalley
Senior Director, People and Leadership	50.0			$146,138	$0	$37,716		Yes (X)
Samantha Clark
Senior Accountant	50.0			$134,308	$0	$18,486		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,168,743	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$320,898	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	14	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	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
Exponent Partners
50 California Street	San Francisco	CA	94111	PROFESSIONAL SERVICES	$339,043
Ziemke Consulting LLC
130 S Canal St 225	Chicago	IL	60606	PROF DEVELOPMENT FOR SCHOOLS	$285,290
Erikson Institute
451 N LaSalee Street	Chicago	IL	60654	PROF DEVELOPMENT FOR SCHOOLS	$224,367
Kirk Ziemke
130 S Canal St 225	Chicago	IL	60606	PROF DEVELOPMENT FOR SCHOOLS	$193,364
UChicago STEM Education
1427 E 60th Street	Chicago	IL	60637	PROF DEVELOPMENT FOR SCHOOLS	$192,523

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	8	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$55,393	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$6,064,812	FundraisingAmt
Related Organizations	$0	RelatedOrganizationsAmt
Government Grants	$1,657,644	GovernmentGrantsAmt
All Other Contributions	$49,178,777	AllOtherContributionsAmt
Noncash Contributions	$2,684,657	NoncashContributionsAmt
Total Contributions	$56,956,626	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	Work Study Sponsorships	Desc
Business	611710	BusinessCd
Total Revenue Column	$240,868	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$240,868	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	$240,868	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,234,771	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$20,866	UnrelatedBusinessRevenueAmt
Exclusion	$1,213,905	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$9,507,091	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,661,518	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$6,845,573	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,845,573	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$6,845,573	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$1,200,456	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$6,064,812	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$848,798	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$351,658	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$351,658	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$48,705	GamingGrossIncomeAmt
Gaming Direct Expenses	$1,180	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$47,525	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$47,525	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	$65,677,021	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$20,866	UnrelatedBusinessRevenueAmt
Exclusion	$8,699,529	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$21,068,285	TotalAmt
Program Services	$21,068,285	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$26,944,934	TotalAmt
Program Services	$26,944,934	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,621,428	TotalAmt
Program Services	$981,623	ProgramServicesAmt
Management And General	$417,490	ManagementAndGeneralAmt
Fundraising	$222,315	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$3,961,012	TotalAmt
Program Services	$2,802,093	ProgramServicesAmt
Management And General	$600,309	ManagementAndGeneralAmt
Fundraising	$558,610	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$102,524	TotalAmt
Program Services	$65,959	ProgramServicesAmt
Management And General	$23,087	ManagementAndGeneralAmt
Fundraising	$13,478	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$401,973	TotalAmt
Program Services	$288,105	ProgramServicesAmt
Management And General	$54,373	ManagementAndGeneralAmt
Fundraising	$59,495	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$365,808	TotalAmt
Program Services	$240,567	ProgramServicesAmt
Management And General	$71,374	ManagementAndGeneralAmt
Fundraising	$53,867	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	$4,907	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$4,907	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$74,379	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$74,379	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$10,000	TotalAmt
Program Services	$10,000	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$50,000	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$50,000	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,741,516	TotalAmt
Program Services	$1,599,069	ProgramServicesAmt
Management And General	$129,796	ManagementAndGeneralAmt
Fundraising	$12,651	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$271,990	TotalAmt
Program Services	$162,358	ProgramServicesAmt
Management And General	$103,203	ManagementAndGeneralAmt
Fundraising	$6,429	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$486,649	TotalAmt
Program Services	$333,125	ProgramServicesAmt
Management And General	$95,876	ManagementAndGeneralAmt
Fundraising	$57,648	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$440,208	TotalAmt
Program Services	$243,851	ProgramServicesAmt
Management And General	$90,079	ManagementAndGeneralAmt
Fundraising	$106,278	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	$204,604	TotalAmt
Program Services	$128,652	ProgramServicesAmt
Management And General	$37,976	ManagementAndGeneralAmt
Fundraising	$37,976	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$393,256	TotalAmt
Program Services	$352,604	ProgramServicesAmt
Management And General	$16,365	ManagementAndGeneralAmt
Fundraising	$24,287	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	$11,175	TotalAmt
Program Services	$5,587	ProgramServicesAmt
Management And General	$2,794	ManagementAndGeneralAmt
Fundraising	$2,794	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$33,835	TotalAmt
Program Services	$18,471	ProgramServicesAmt
Management And General	$7,682	ManagementAndGeneralAmt
Fundraising	$7,682	FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Credit card fees	$420,268	$372,215	$0	$48,053
Food and meals	$289,837	$168,054	$50,225	$71,558
Membership dues	$41,539	$20,090	$20,083	$1,366

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	$58,940,127	TotalAmt
Program Services	$55,805,642	ProgramServicesAmt
Management And General	$1,849,998	ManagementAndGeneralAmt
Fundraising	$1,284,487	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,292,586	BOYAmt
EOY	$232,702	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$35,746,228	BOYAmt
EOY	$34,785,398	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$27,226,748	BOYAmt
EOY	$27,368,358	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	$50,576	BOYAmt
EOY	$1,045,008	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$344,826	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$306,605	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$49,395	BOYAmt
EOY	$38,221	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$18,300,122	BOYAmt
EOY	$18,088,431	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$43,317,281	BOYAmt
EOY	$53,511,229	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	$11,000	BOYAmt
EOY	$354,235	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$125,993,936	BOYAmt
EOY	$135,423,582	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$851,932	BOYAmt
EOY	$1,189,666	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$9,231,330	BOYAmt
EOY	$11,553,165	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$230,055	BOYAmt
EOY	$263,238	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	$8,795,374	BOYAmt
EOY	$9,737,684	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	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$19,108,691	BOYAmt
EOY	$22,743,753	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	$29,799,633	BOYAmt
EOY	$35,474,296	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$77,085,612	BOYAmt
EOY	$77,205,533	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	$106,885,245	BOYAmt
EOY	$112,679,829	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$125,993,936	BOYAmt
EOY	$135,423,582	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$6,736,894	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	-$942,310	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
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	$36,521,196	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$31,186,076	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$48,714,161	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$72,019,742	CurrentTaxYearMinus1YearAmt
Current Tax Year	$56,866,738	CurrentTaxYearAmt
Total	$245,307,913	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
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
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$36,521,196	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$31,186,076	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$48,714,161	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$72,019,742	CurrentTaxYearMinus1YearAmt
Current Tax Year	$56,866,738	CurrentTaxYearAmt
Total	$245,307,913	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$34,928,635	SubstantialContributorsTotAmt
Public Support Total170	$210,379,278	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$842,810	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$618,361	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$405,551	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$578,376	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,213,905	CurrentTaxYearAmt
Total	$3,659,003	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

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	$2,247	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$18,262	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,506	CurrentTaxYearAmt
Total	$28,015	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$359,807	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$300,357	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$207,721	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$368,133	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,438,060	CurrentTaxYearAmt
Total	$2,674,078	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$251,669,009	TotalSupportAmt
Gross Receipts Rltd Activities	$0	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.8359	PublicSupportCY170Pct
Public Support PY170	0.8111	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 REVENUE FROM FUNDRAISING EVENTS, COLUMN A - 315935.0, COLUMN B - 244557.0, COLUMN C - 163001.0, COLUMN D - 305533.0, COLUMN E - 1200456.0, COLUMN F - 2229482.0; DESCRIPTION - WORK STUDY SPONSORSHIPS, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 0.0, COLUMN D - 0.0, COLUMN E - 188899.0, COLUMN F - 188899.0; DESCRIPTION - GROSS REVENUE FROM GAMING ACTIVITIES, COLUMN A - 43872.0, COLUMN B - 55800.0, COLUMN C - 44720.0, COLUMN D - 62600.0, COLUMN E - 48705.0, COLUMN F - 255697.0;	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 C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	Yes (true)	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	Yes (true)	MailingsMembersInd
Mailings Members	$10,000	MailingsMembersAmt
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	false	OtherActivitiesInd
Total Lobbying Expenditures	$10,000	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY	FormAndLineReferenceDesc
Explanation	Big Shoulders Fund supported proposed updates to the Invest in Kids Act. The Invest in Kids Act in Illinois is a tax credit scholarship program which enables individuals and corporations to reserve Illinois income tax credits based on contributions made to Scholarship Granting Organizations, or SGOs. These SGO's then provide scholarships for eligible students to attend nonpublic schools, with priority given to low-income students. The rules of this program are dictated by the Invest in Kids act and audited by the Illinois Department of Revenue. Big Shoulders Fund has been approved by the Department of Revenue to participate as an SGO.	ExplanationTxt

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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$36,246,429	BeginningYearBalanceAmt
Contributions	$67,580	ContributionsAmt
Investment Earnings Or Losses	$305,476	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$531,910	GrantsOrScholarshipsAmt
Other Expenditures	$1,169,698	OtherExpendituresAmt
Administrative Expenses	$50,000	AdministrativeExpensesAmt
End Year Balance	$34,867,877	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$36,321,080	BeginningYearBalanceAmt
Contributions	-$266,216	ContributionsAmt
Investment Earnings Or Losses	$1,842,220	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$484,668	GrantsOrScholarshipsAmt
Other Expenditures	$1,115,987	OtherExpendituresAmt
Administrative Expenses	$50,000	AdministrativeExpensesAmt
End Year Balance	$36,246,429	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.5691	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.3362	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.0947	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	$142,828	DepreciationAmt
Book Value	$4,961	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$137,052	OtherCostOrOtherBasisAmt
Depreciation	$103,792	DepreciationAmt
Book Value	$33,260	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$59,985	OtherCostOrOtherBasisAmt
Depreciation	$59,985	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$38,221	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Large Cap Equity Funds	$9,382,522	F
Small/Mid Cap Equity Funds	$4,220,909	F
International Equity	$13,638,735	F
Hedged Equity Funds	$6,989,390	F
Private Investments	$12,176,715	F
Absolute Return Funds	$3,563,979	F
Fixed Income Fund	$3,095,869	F
Liquidating funds	$443,110	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$53,511,229	TotalBookValueSecuritiesAmt
Total Liability	$0	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$44,349,577	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$0	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$17,655	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	-$21,295,099	OtherRevenueAmt
Revenue Not Reported	-$21,277,444	RevenueNotReportedAmt
Revenue Subtotal	$65,627,021	RevenueSubtotalAmt
Investment Expenses Not Incld	$50,000	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$50,000	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$65,677,021	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$38,554,993	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$17,655	DonatedServicesUseFcltsAmt
Prior Year Adjustments	$0	PriorYearAdjustmentsAmt
Losses Reported	$0	LossesReportedAmt
Other Expenses Included	-$20,352,789	OtherExpensesIncludedAmt
Expenses Not Reported	-$20,335,134	ExpensesNotReportedAmt
Expenses Subtotal	$58,890,127	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$50,000	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$50,000	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$58,940,127	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 2020 through 2023. 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, 2022 and 2023. 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, 2023.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990	Agency transactions - -21295099
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990	Agency Transactions - -20352789

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	$39,538,200	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	$39,538,200	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$39,538,200	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	Award Dinner	Event1Nm
Gross Receipts Event1	$6,292,984	GrossReceiptsEvent1Amt
Charitable Contri Event1	$5,388,217	CharitableContriEvent1Amt
Gross Revenue Event1	$904,767	GrossRevenueEvent1Amt
Cash Prizes Event1	$0	CashPrizesEvent1Amt
Non Cash Prizes Event1	$0	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$39,441	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$167,624	FoodAndBeverageEvent1Amt
Entertainment Event1	$112,559	EntertainmentEvent1Amt
Other Direct Expenses Event1	$240,476	OtherDirectExpensesEvent1Amt
Event2	Golf	Event2Nm
Gross Receipts Event2	$788,717	GrossReceiptsEvent2Amt
Charitable Contri Event2	$585,766	CharitableContriEvent2Amt
Gross Revenue Event2	$202,951	GrossRevenueEvent2Amt
Cash Prizes Event2	$0	CashPrizesEvent2Amt
Non Cash Prizes Event2	$26,520	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$105,000	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$2,940	FoodAndBeverageEvent2Amt
Entertainment Event2	$0	EntertainmentEvent2Amt
Other Direct Expenses Event2	$73,385	OtherDirectExpensesEvent2Amt
Other Events Total	2	OtherEventsTotalCnt
Gross Receipts Other Events	$183,567	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$90,829	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$92,738	GrossRevenueOtherEventsAmt
Cash Prizes Other Events	$0	CashPrizesOtherEventsAmt
Non Cash Prizes Other Events	$1,535	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$0	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$45,924	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$16,534	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$16,860	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$7,265,268	GrossReceiptsTotalAmt
Charitable Contributions Tot	$6,064,812	CharitableContributionsTotAmt
Gross Revenue Total Events	$1,200,456	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$0	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$28,055	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$144,441	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$216,488	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$129,093	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$330,721	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$848,798	DirectExpenseSummaryEventsAmt
Net Income Summary	$351,658	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
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
Gross Revenue Other Gaming	$48,705	GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming	$1,180	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	0.87	VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming	$48,705	GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming	$1,180	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	$1,180	DirectExpenseSummaryGamingAmt
Net Gaming Income Summary	$47,525	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	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
Distributed	$0	DistributedAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule G, Part III, Line 16 Gaming Manager Compensation	FormAndLineReferenceDesc
Explanation	Mr. Hale is not separately compensated for his oversight of any gaming activities.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (73 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	$346,230	AE LA OP DDG ED SM
Annunciata School
3750 E 112th Street	Chicago	IL	60617	362170752	501c3	$60,809	LA OP SM
Aquinas Catholic School (IN)
801 W 73rd Avenue	Merrillville	IN	46410	351162553	501c3	$2,059,588	CG
Arie Crown Hebrew Day School
4600 Main Street	Skokie	IL	60076	362129620	501c3	$7,000	DDG
Augustus Tolton Academy
7120 S Calumet Ave	Chicago	IL	60619	362170979	501c3	$587,601	AE OP ED SM
Bishop Noll Institute
1519 Hoffman Street	Hammond	IN	46327	351007097	501c3	$6,690	SPG
Children of Peace School
1900 W Taylor St	Chicago	IL	606123732	362212711	501c3	$238,420	AE OP ED SM
Cristo Rey Jesuit High School
1852 W 22nd Place	Chicago	IL	60608	364067306	501c3	$26,882	DDG
Cristo Rey St Martin College Prep
3106 Belvidere Road	Waukegan	IL	60085	421597059	501c3	$6,000	AE
De La Salle Institute
3434 S Michigan Ave	Chicago	IL	60616	362167047	501c3	$7,695	AE ED
Epiphany School
4223 W 25th St	Chicago	IL	606233692	362412597	501c3	$633,909	AE LA OP DDG SM
Holy Angels School
750 E 40th Street	Chicago	IL	606532348	362747560	501c3	$704,747	AE LA OP DDG ED SM
Holy Trinity High School
1443 W Division St	Chicago	IL	60642	362171703	501c3	$216,886	OP DDG SM
Immaculate Conception School (Exchange)
8739 S Exchange	Chicago	IL	60617	363310936	501c3	$197,135	AE LA OP ED SM
Joan Dachs Bais Yaakov Yeshivas Tiferes Tzvi
6122 N California Ave	Chicago	IL	60659	366009172	501c3	$10,500	DDG
Josephinum Academy
1501 N Oakley Blvd	Chicago	IL	60622	362167764	501c3	$68,180	AE OP SM
Leo High School
7901 S Sangamon St	Chicago	IL	60620	362182061	501c3	$170,778	AE OP DDG ED SM
Maternity BVM School
1537 N Lawndale Avenue	Chicago	IL	60651	362171722	501c3	$395,967	AE LA OP ED SM
Most Blessed Trinity Academy
510 Grand Avenue	Waukegan	IL	600851835	470955784	501c3	$365,446	OP DDG SM
Northside Catholic Academy
6216 N Glenwood Avenue	Chicago	IL	60660	363956710	501c3	$8,060	AE SM
Our Lady of Grace School
2446 N Ridgeway Avenue	Chicago	IL	606472325	362170886	501c3	$421,016	AE LA OP ED SM
Our Lady of Guadalupe School
9050 S Burley Avenue	Chicago	IL	60617	362743254	501c3	$189,880	AE LA OP ED SM
Our Lady of Tepeyac Elementary School
2235 S Albany Ave	Chicago	IL	606233414	363409095	501c3	$493,060	AE LA OP SM
Our Lady of Tepeyac High School
2228 S Whipple St	Chicago	IL	606233425	364202108	501c3	$39,917	AE LA OP DDG SM
Our Lady of the Snows School
4810 S Leamington Avenue	Chicago	IL	606382199	362401758	501c3	$76,498	AE OP ED SM
Pope John Paul II Catholic School
4325 S Richmond St	Chicago	IL	606322596	362170859	501c3	$426,020	AE OP ED SM
Queen of the Universe School
7130 S Hamlin Avenue	Chicago	IL	606294321	362583566	501c3	$284,300	AE LA OP DDG SM
Sacred Heart School (Chicago)
2906 E 96th Street	Chicago	IL	60617	362171734	501c3	$9,640	AE ED SM
San Miguel School - Back of the Yards
1949 W 48th Street	Chicago	IL	60609	364378726	501c3	$33,000	SPG SM
St Agnes of Bohemia School
2643 S Central Park Avenue	Chicago	IL	60623	363552287	501c3	$200,286	AE LA OP DDG SM
St Ailbe School
9037 S Harper Avenue	Chicago	IL	60619	362170926	501c3	$283,330	AE LA OP SM
St Anastasia School
629 Glen Flora Ave	Waukegan	IL	60085	362427693	501c3	$104,108	OP ED SM
St Angela School
1332 North Massasoit Avenue	Chicago	IL	60651	364091553	501c3	$172,703	AE OP DDG SM
St Ann School (Chicago)
2211 W 18th Place	Chicago	IL	60608	362284297	501c3	$221,760	AE LA OP ED SM
St Bartholomew School
4941 W Patterson Avenue	Chicago	IL	606413512	362170946	501c3	$71,820	LA ED SM
St Bede the Venerable School
4440 W 83rd Street	Chicago	IL	606522126	364055633	501c3	$19,043	AE LA
St Casimir School (IN)
4329 Cameron Avenue	Hammond	IN	46327	350883494	501c3	$67,162	AE LA SPG
St Catherine of SienaSt Lucy School
27 W Washington	Oak Park	IL	603024308	362170969	501c3	$234,144	AE LA OP DDG ED SM
St Constance School
5841 W Strong St	Chicago	IL	60630	363965141	501c3	$356,600	AE OP SPG ED SM
St Ethelreda School
8734 S Paulina Street	Chicago	IL	60620	362182112	501c3	$1,061,243	AE OP
St Ferdinand School
3131 N Mason Avenue	Chicago	IL	60634	362192835	501c3	$16,800	AE LA SM
St Francis de Sales High School (Chicago)
10155 S Ewing Avenue	Chicago	IL	60617	362435876	501c3	$682,054	AE LA OP DDG
St Gall School
5515 S Sawyer Ave	Chicago	IL	60629	362704905	501c3	$135,308	AE LA OP SM
St Genevieve School
4854 W Montana St	Chicago	IL	606392509	362171008	501c3	$242,406	AE LA OP DDG ED SM
St Helen School
2347 W Augusta Blvd	Chicago	IL	60622	362373447	501c3	$7,140	AE ED SM
St John Bosco (IN)
7113 Columbia Avenue	Hammond	IN	46324	350957897	501c3	$101,680	CG
St John de la Salle Catholic Academy
10212 S Vernon Avenue	Chicago	IL	60628	362171032	501c3	$103,448	AE LA OP ED SM
St John the Baptist (IN)
1844 Lincoln Avenue	Whiting	IN	46394	350883499	501c3	$109,463	AE ED CG
St Malachy School
2252 W Washington Blvd	Chicago	IL	606122236	364091553	501c3	$714,690	AE OP DDG ED SM
St Margaret of Scotland School
9833 S Throop Street	Chicago	IL	606431445	362367986	501c3	$536,296	AE LA OP SM
St Mary Star of the Sea School
6424 S Kenneth Avenue	Chicago	IL	60629	362848256	501c3	$289,407	AE OP SM
St MatthiasTransfiguration School
4910 N Claremont	Chicago	IL	606251912	362171089	501c3	$12,844	AE LA ED SM
St Michael Church (IN)
1 W Wilhelm Street	Schererville	IN	46375	350965645	501c3	$18,729	SPG
St Nicholas of Tolentine School
3741 W 62nd Street	Chicago	IL	60629	362182132	501c3	$229,216	AE LA OP ED SM
St Nicholas Ukrainian Cathedral School
2200 W Rice Street	Chicago	IL	60622	131026995	501c3	$53,862	AE LA ED SM
St Philip Neri School
2110 E 72nd Street	Chicago	IL	60649	362171115	501c3	$421,840	OP DDG ED SM
St Pius V School
1919 S Ashland Ave	Chicago	IL	60608	362240477	501c3	$170,254	AE LA OP ED SM
St Procopius School
1625 S Allport Street	Chicago	IL	60608	363352367	501c3	$90,701	AE LA OP SM
St Rita of Cascia High School
7740 S Western Ave	Chicago	IL	60620	362171753	501c3	$19,150	AE LA DDG
St Sabina Academy
7801 S Throop St	Chicago	IL	60620	362171123	501c3	$550,770	AE OP ED SM
St Stanislaus (East Chgo IN)
4930 Indianapolis Blvd	East Chicago	IN	46312	351016046	501c3	$49,323	CG
St Stanislaus Kostka School
1255 N Noble Street	Chicago	IL	60642	362171128	501c3	$55,286	AE LA OP ED SM
St Sylvester School
3027 W Palmer Square	Chicago	IL	60647	362488067	501c3	$256,410	AE OP DDG SM
St Symphorosa School
6125 S Austin Avenue	Chicago	IL	606384396	362171135	501c3	$17,592	LA SM
St Therese School East
247 W 23rd St	Chicago	IL	60616	362240479	501c3	$10,740	AE LA OP ED SM
St Thomas of Canterbury School
5525 N Magnolia Ave	Chicago	IL	60640	362240480	501c3	$14,740	AE LA SM
St Thomas the Apostle School
5467 S Woodlawn Ave	Chicago	IL	60615	362171144	501c3	$13,160	AE LA SM
St Viator Elementary School
4140 W Addison St	Chicago	IL	60641	362171148	501c3	$10,133	AE LA DDG SM
St Walter - St Benedict School
11741 S Western Ave	Chicago	IL	606434789	362170950	501c3	$135,740	OP ED SM
Sts Bruno & Richard School
4839 S Harding Avenue	Chicago	IL	60632	362170961	501c3	$10,340	AE OP ED SM
Telshe Yeshiva Chicago
3535 W Foster Ave	Chicago	IL	60625	362464241	501c3	$11,038	DDG
Visitation School
900 W Garfield Blvd	Chicago	IL	60609	363648506	501c3	$998,457	AE LA OP DDG ED SM
Yeshiva Ohr Boruch
2828 W Pratt Blvd	Chicago	IL	60645	363811457	501c3	$28,855	DDG

Field	Value	IRS element (for citing)
Total501c3 Org	73	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	5233	$26,681,257
Scholarships to teachers - leadership/teacher development	16	$50,247
Scholarships to college students	65	$213,430

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.........other academic enrichment AR.........alumni records CG.........capital grant DDG......donor designated grant EC.........early childhood ED.........extended day FR.........fundraising event HI..........health initiative IE...........inclusive education LA..........leadership award MO........marketing/operating assistance OP.........operating grant PD........professional development PP.........patron program SD........service days SPG......special program grants STEM....science, tech, eng, math SM........stock market
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 (9 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	$501,302	$0	$25,789	$0	$12,876	$0	$12,182	$0	$52,021	$0	$604,170	$0	$0	$0
Malcolm Douglas
Chief Financial Officer	$230,145	$0	$12,161	$0	$1,392	$0	$10,215	$0	$42,211	$0	$296,124	$0	$0	$0
Rebecca Lindsay-Ryan
Chief Schools Officer	$254,407	$0	$13,577	$0	$720	$0	$10,250	$0	$53,945	$0	$332,899	$0	$0	$0
Thomas Zbierski
Senior Director, Scholarship Programs and School Relations	$200,560	$0	$10,140	$0	$1,774	$0	$8,518	$0	$22,939	$0	$243,931	$0	$0	$0
Amelia Drozda
Chief Advancement & Development Officer	$177,974	$0	$8,968	$0	$720	$0	$7,533	$0	$13,655	$0	$208,850	$0	$0	$0
Daniel Kozlowski
Managing Director, NWI	$141,624	$0	$7,150	$0	$7,851	$0	$6,006	$0	$9,436	$0	$172,067	$0	$0	$0
Danielle Robinson
Managing Director, School Operations and Patrons Program	$141,751	$0	$7,160	$0	$712	$0	$0	$0	$10,227	$0	$159,850	$0	$0	$0
Laura Nalley
Senior Director, People and Leadership	$137,973	$0	$7,391	$0	$774	$0	$6,208	$0	$31,508	$0	$183,854	$0	$0	$0
Samantha Clark
Senior Accountant	$127,053	$0	$6,438	$0	$817	$0	$5,408	$0	$13,078	$0	$152,794	$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 12/31/2022 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)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	80	ContributionCnt
Noncash Contributions Rpt F990	$2,684,657	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	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 4d Description of other program services	(Expenses $ 4,967,653 including grants of $ 2,175,753)(Revenue $ 0) Academic Enrichment and Leadership Development: Big Shoulders administers over 25 ongoing programs in 92 schools involving over 600 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 26,000 students through ongoing enrichment programs including a science and leadership camp, afterschool programs, summer programs, and other opportunities for students.
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. Kent Dauten, Mr. John A. Canning, Jr., and Mr. Timothy P. Sullivan - Business relationship, Mr. Timothy P. Sullivan and Mr. John A. Canning, Jr. - Business relationship, Mr. Michael E. Murphy and Mr. Chris Murphy - Family relationship, 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 2023, a sub-committee made up of Co-Chairmen and selected members of the Board of Trustees 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. All members of the sub-committee 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 and the conflict of interest policy 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 - 20352789; Adjustment for Agency Transactions - See Schedule O Narrative - -21295099;

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	$240,869	TotalIncomeAmt
End Of Year Assets	$59,827	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

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