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Esf II INC FY2020 filing

Tax-deductible

Glenview, IL501(c)(3)Since 2016EducationEIN 38-4005773Revenue $3.9M in FY2020

On file with the IRSwgaesf.org2501 Patriot Blvd, 60026-8022 · Glenview, ILTax-exempt since Jan 2026Supporting org, Type II — 509(a)(3)

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Esf II, INC. Is a nonprofit corporation established to hold the excess cash and investments of evans scholars foundation.

501(c)(3) charity; gifts are tax-deductible.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $9.6M a year · 95% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
548 mo
of spending, in cash
Looks good: 548.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $240K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
18
of 18 voting members
Looks good: 18 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.9M
Spent
$416K
To programs
0%
Net assets
$130.4M
By yearFY2020–FY2025
Revenue
$3.9M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$3.9M
FY2021$25.7M
FY2022$3.7M
FY2023$5.1M
FY2024$9.4M
FY2025$12.6M
Expenses
$416K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$416K
FY2021$331K
FY2022$414K
FY2023$469K
FY2024$553K
FY2025$664K
Net assets
$130.4M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$130.4M
FY2021$166.7M
FY2022$153.0M
FY2023$171.5M
FY2024$229.0M
FY2025$294.6M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 2026.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Management & general 100% · $416K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

20 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
John N Fix
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Esf II INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Manages funds and investments for a scholarship program.

Questions for Esf II INC

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Provided by the organization

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1 program · in their own filed words · FY2020
01

The organization holds the excess cash and investments of evans scholars foundation trust (36-2518129).

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Donor Advised Charitable Giving INCFY2024$98K
New Jersey State Golf AssociationFY2024$83K
Fidelity Investments Charitable Gift FundFY2024$48K
National Philanthropic TrustFY2024$10K
Arthur J Gallagher FoundationFY2024$400
Total grants receivedfrom 5 funders$240K
See all 5 funders →

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$3.9M
Ln 12
Investment incomeLn 3$3.9M
Money outPt IX
$416K
Ln 25
Managementcol C$416K
Owns and owesPt X
$130.4M
net assets · Ln 32
Cash and savingsLn 1–2$19.0M
Total assetsLn 16$130.4M
LiabilitiesLn 26$0
PeoplePt VI, VII
20
listed · VII A
PaidVII A0
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$3.9M
Gains on assetsLn 7$1.7M
Total revenueLn 12$3.9M
Assets in detailPt X, end of year
CashLn 1$330
SavingsLn 2$19.0M
Cash and savings togetherLn 1–2$19.0M
InvestmentsLn 11–13$111.4M
Total assetsLn 16$130.4M
LiabilitiesLn 26$0
Net assetsLn 32$130.4M
OperationsPt I, VI
EmployeesI 50
VolunteersI 617
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$7.9M$19.0M
InvestmentsLn 11–13$96.4M$111.4M
Total assetsLn 16$104.2M$130.4M
LiabilitiesLn 26$0$0
Net assetsLn 32$104.2M$130.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Investment management feesLn 11f$416K$416K
Total functional expensesLn 25$416K$0$416K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $12.6M$664K$12.0M$294.6M 990 PDF
FY2024 $9.4M$553K$8.9M$229.0M 990 PDF
FY2023 $5.1M$469K$4.7M$171.5M 990 PDF
FY2022 $3.7M$414K$3.3M$153.0M 990 PDF
FY2021 $25.7M$331K$25.3M$166.7M 990 PDF
FY2020 Viewing $3.9M$416K$3.5M$130.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $3,882,462 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $4,741,444$3,882,462
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $4,741,444$3,882,462
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $547,663$416,099
I-18 Total expensesPrior year $547,663$416,099
I-19 Revenue less expensesPrior year $4,193,781$3,466,363
Part VI · Governance 18 of 18 board members independent, no flags
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,882,462 across 3 lines filed
VIII-3 Investment incomeExcluded from tax $2,135,973$2,135,973
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,746,489$1,746,489
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $3,882,462$3,882,462
Part IX · Statement of functional expenses $416,099 across 1 line filed
IX-11f Investment management feesManagement $416,099$416,099
IX-25 Total functional expensesPrograms $0 · Management $416,099 · Fundraising $0$416,099
Part X · Balance sheet $130,367,475 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $1,049$330
X-2 Savings and temporary cash investmentsStart of year $7,860,862$19,003,968
X-11 Publicly traded securitiesStart of year $96,364,476$111,363,177
X-16 Total assetsStart of year $104,226,387$130,367,475
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $98,716,783$128,667,475
X-28 Net assets with donor restrictionsStart of year $5,509,604$1,700,000
X-32 Total net assets or fund balancesStart of year $104,226,387$130,367,475
X-33 Total liabilities and net assetsStart of year $104,226,387$130,367,475
Part XI · Reconciliation of net assets $130,367,475 net assets at year end
XI-1 Total revenue$3,882,462
XI-2 Total expenses$416,099
XI-3 Revenue less expenses$3,466,363
XI-4 Net assets at start of year$104,226,387
XI-5 Net unrealized gains (losses) on investments$6,990,837
XI-9 Other changes in net assets$15,683,888
XI-10 Net assets at end of year$130,367,475

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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