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Big Shoulders Fund

CHICAGO, IL EIN: 36-3490557 Website

Big Shoulders Fund is a 501(c)(3) nonprofit organization based in Chicago, Illinois, founded in 1986 by Cardinal Joseph Bernardin and a group of Chicago business and civic leaders. The organization provides financial support to Catholic schools with demonstrated need that offer quality, values-based education for Chicago's children and families in the surrounding region.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$150.1M

+10.9% YoY

Annual Giving

$15.1M

-11.0% YoY

Grant Count

78

+6.8% YoY

Avg Grant Size

$194K

-16.7% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

Big Shoulders Fund's mission is to assist schools with demonstrated needs in the Chicagoland area and Northwest Indiana by investing in scholarship support, academic enrichment, operational improvements, leadership development, and professional development for teachers and school leaders.

The organization operates with a distinctive funding model: 100 percent of funds currently raised support programs that benefit schools and students, as administrative expenses are supported by an endowment and other income.

Grantmaking

Big Shoulders Fund supports schools through four major investment areas:

Grant Range

s & Distribution:**

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Geographic Focus

Where this funder awards grants

Big Shoulders Fund operates across:

  • Chicago region (72 schools)
  • Northwest Indiana (19 schools supported through fully funded charitable donations)

The organization serves 25,000 students across 92 schools in the Chicago region and Northwest Indiana combined.

Grant Distribution by State

2states

Cities

ChicagoEast ChicagoHammondJolietMerrillvilleMichigan CityOak ParkScherervilleSkokieWaukeganWhiting

Financial History

Multi-year comparison from IRS filings

Assets & Revenue (Fiscal Year 2024):

  • Total assets: $150,134,830
  • Total revenue: $84,776,624
  • Total expenses: $75,889,009
  • Net income: $8,887,615
  • Total liabilities: $19.3 million

Annual Investment: The organization invests more than $40 million annually in scholarship support and academic enrichment for students, operational improvements for schools, leadership development programs, and academic programs and professional development for teachers.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$23M$47M$70M$93M201920202021202220232024
Metric202420232022
Total Assets$150,134,830$135,423,582$125,993,936
Revenue$84,776,624$65,677,021$62,883,883
Expenses$75,889,009$58,940,127$52,614,506
Qualifying Distributions
Net Investment Income$11,128,285$8,080,344$-9,239,954
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$4M$9M$13M$17M0 grants201966 grants202063 grants202170 grants202273 grants202378 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Augustus Tolton Academy$718KHoly Angels School$714KSt Ethelreda School$711KAcademy of St Benedict t…$598KSt Francis de Sales High…$596KEpiphany School$509KSt Constance School$465KOur Lady of Grace School$447KSt Ailbe School$410KOur Lady of Tepeyac Elem…$397K

Grant Size Distribution

250 grants across all recorded years

87<$50K25$50–100K67$100–250K52$250–500K17$500K–1M2$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Joshua HalePresident and Chief Executiv…$560KRebecca Lindsay-RyanChief Schools Officer$279KMalcolm DouglasChief Financial Officer$255KThomas ZbierskiDirector Emeritus, Scholarsh…$216KAmelia DrozdaChief Advancement & Developm…$195KDanielle RobinsonManaging Director, School Op…$157KDaniel KozlowskiManaging Director, NWI$153KLaura NalleySenior Director, People and …$153KDaniel BennettSenior Director, Scholarships$141K

From 2024 filing

NameTitleHoursCompensation
James J OConnorCo-Chairman (deceased 7/31/2023)
John CroghanVice Chairman1
Kenneth J VeloCo-Chairman25
Kent DautenCo-Chairman15
Arthur R VelasquezBoard of Trustees1
Charles K BobrinskoyBoard of Trustees1
Cherryl ThomasBoard of Trustees1
Christine E KellyBoard of Trustees1
Christopher ValentiBoard of Trustees1
Daniel DohertyBoard of Trustees1
David DuryBoard of Trustees1
Dennis FitzsimonsBoard of Trustees1
Elizabeth ColeBoard of Trustees1
Gerald BeesonBoard of Trustees1
Giancarlo TuranoBoard of Trustees1
Gregory Q BrownBoard of Trustees1
James A GordonBoard of Trustees1
James ComptonBoard of Trustees1
James HoegBoard of Trustees1
John A Canning JrBoard of Trustees1
John SchreiberBoard of Trustees1
Kimberly QuerreyBoard of Trustees1
Larry RichmanBoard of Trustees1
Lee HendersonBoard of Trustees1
Leigh-Anne KazmaBoard of Trustees1
Mary DempseyBoard of Trustees1
Michael E MurphyBoard of Trustees (deceased October 22, 2023)
Stephen KingBoard of Trustees1
Tao HuangBoard of Trustees1
Thomas E LanctotBoard of Trustees1
Thomas Reynolds IIIBoard of Trustees1
Timothy SullivanBoard of Trustees1
William DeversBoard of Trustees1
William T LynchBoard of Trustees1
Joshua HalePresident and Chief Executive Officer50$559,793
Malcolm DouglasChief Financial Officer50$255,478
Amelia DrozdaChief Advancement & Development Officer50$194,671
Rebecca Lindsay-RyanChief Schools Officer50$279,482
Daniel BennettSenior Director, Scholarships50$140,849
Daniel KozlowskiManaging Director, NWI50$153,412
Danielle RobinsonManaging Director, School Operations and Patrons Program50$157,330
Laura NalleySenior Director, People and Leadership50$153,090
Thomas ZbierskiDirector Emeritus, Scholarship Program & School Relations50$216,185

Recent News & Activity

Recent developments and announcements

The Dean and Barbara White Family Foundation made a record commitment to support Northwest Indiana schools

The Dean and Barbara White Family Foundation Commits Record ...

Big Shoulders Fund received a $150 million donation for Catholic schools

BIG SHOULDERS FUND ANNOUNCES $1.65 MILLION INITIATIVE TO EXPAND ACCESS TO\

Partnership with Valparaiso University to open more doors for future Indiana teachers

Valparaiso University and Big Shoulders Fund Open More Doors for ...

Launched $1.65 million initiative to expand access to quality early childhood education in Englewood and Little Village

BIG SHOULDERS FUND ANNOUNCES $1.65 MILLION INITIATIVE TO EXPAND ACCESS TO\
2025

Received a grant from The Cigna Group Foundation in July 2025

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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