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Nonprofiteer
← ESF II INC

Form 990 for tax year 2023

Filed by ESF II INC.

What the amendment changed

Compared with the return it replaced , filed 17 June 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$5,123,303
Total expenses
$468,702
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$5,123,303
Other revenue
$0
Total assets, end of year
$171,468,579
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$171,468,579
Program services expenses (Part IX)
$0
Management and general expenses
$468,702
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $4,973,059 · excluded $4,973,059

  • 7a · Gross sales of assets other than inventory

    securities $24,162,332

  • 7b · Less cost or other basis and sales expenses

    securities $24,012,088

  • 7c · Gain or loss

    securities $150,244

  • 7d · Net gain or loss

    total $150,244 · excluded $150,244

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $468,702 · management and general $468,702

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,150,491 · end of year $2,000

  • 2 · Savings and temporary cash investments

    beginning of year $5,060,308 · end of year $156,380

  • 11 · Investments: publicly traded securities

    beginning of year $121,595,353 · end of year $139,901,172

  • 12 · Investments: other securities

    beginning of year $25,222,065 · end of year $31,409,027

  • 27 · Net assets without donor restrictions

    beginning of year $151,328,217 · end of year $169,768,579

  • 28 · Net assets with donor restrictions

    beginning of year $1,700,000 · end of year $1,700,000

Mission and programs · 2023

Mission

ESF II, INC. IS A NONPROFIT CORPORATION ESTABLISHED TO HOLD THE EXCESS CASH AND INVESTMENTS OF EVANS SCHOLARS FOUNDATION TRUST.

  • THE ORGANIZATION HOLDS THE EXCESS CASH AND INVESTMENTS OF EVANS SCHOLARS FOUNDATION TRUST (36-2518129).

As filed on the 2023 return.

Listed in Part VII

  • JOSEPH M DESCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ROBERT M ALSTEEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KEVIN BUGGY

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JAMES T BUNCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN S MENDESH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOESEPH M FERRARO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN N FIX

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • EDWARD R JAMES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JASON W KINANDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • R E BUFFY MAYERSTEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHAEL L MCDERMOTT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • FRANCIS W MORLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DENNIS M OKEEFE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RICHARD E PETERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • FRANK S POLIZZI SR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • EDE RICE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVID M ROBINSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GEOFF SOLICH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN M KACZKOWSKI

    PRESIDENT & CEO

    Total calculated
    $1,037,241
    From this org
    $0
    From related orgs
    $969,652
    Other
    $67,589
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $645,195 related
    Bonus
    $0 + $324,457 related
    Other
    $0
    Deferred
    $0 + $43,500 related
    Nontaxable benefits
    $0 + $24,089 related
    Filer's total
    $0 + $1,037,241 related

  • STEVE BRUEGGEMAN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $407,441
    From this org
    $0
    From related orgs
    $347,095
    Other
    $60,346
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $286,595 related
    Bonus
    $0 + $60,500 related
    Other
    $0
    Deferred
    $0 + $43,500 related
    Nontaxable benefits
    $0 + $16,846 related
    Filer's total
    $0 + $407,441 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE ORGANIZATION RELIED ON A RELATED ORGANIZATION TO DETERMINE COMPENSATION FOR ITS CEO/PRESIDENT. THE RELATED ORGANIZATION USED THE FOLLOWING PRACTICES TO ESTABLISH THE COMPENSATION FOR THE CEO/PRESIDENT: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • WESTERN GOLF ASSOCIATION

    501(C)(4) · TO PROMOTE AND SUPERVISE MATTERS PERTAINING TO OR FOR THE BENEFIT OF CADDIES · IL

  • EVANS SCHOLARS FOUNDATION

    501(C)(3) · SCHOLARSHIPS AND OTHER EDUCATIONAL OPPORTUNITIES FOR CADDIES · IL · controlled entity

    Directly controlled by WESTERN GOLF ASSOCIATION

Provenance

Return type
form_990
Tax year
2023
Filed
30 October 2025
IRS schema version
2023v6.0
Source object
202503079349303750

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