Albert Oscar Eck Iii

1) F.A.E. 2021 IR TRUST; Co-trustee; As Trustee, owner of the assets, handling trust assets, the tax filings, the distribution of assets; IR; HRS 1; HRS 1; 10/19/2021; 227 South Seventh Street, Springfield IL 62701; As Trustee, owner of the assets, handling trust assets, the tax filings, the distribution of assets 2) ECK, SCHAFER & PUNKE, LLP; Financial Advisor; CPA firm providing tax, audit and accounting . Firm operates a wealth management service, Avantax as BD; IR; HRS 160; HRS 130; 07/27/2022; 227 South Seventh Street, Springfield IL 62701; I help clients with the planning /management of financial assets. Management, and new account set ups & admin tasks 3) DANA THOMAS HOUSE FOUNDATION; Board Member / Finance Committee Member; The foundation operates a gift shop and raises money for the maintenance and improvement of the historic Dana Thomas House; NIR; HRS 4; HRS 2; 09/21/2023; Dana-Thomas House Foundation, 302 E. Lawrence Avenue, Springfield IL 62703; The board is responsible, fundraising, education efforts, operational duties of the foundation (including a gift shop), property management of property owned, and cooperation with the State of IL, the owner of the historic site, to support the site. As a Finance Committee Member, I provide guidance and expertise to the financial operations of the foundation. The finance committee monitors /reports on the fiscal health of the foundation. The committee will at times make recommendations to the board regarding investable assets. I will recuse myself from any specific investment advice to avoid a conflict of interest. 4)GIRLS ON THE RUN OF CENTRAL ILLINOIS; Finance Committee Member; Serving as finance committee member. 501(c)3 nonprofit organization; NIR; HRS 1; HRS 1; 07/01/2017; 907 Clocktower Drive, Springfield IL 62704; As a member , I add my knowledge and time to the review, management, and oversight of the organizations fiscal performance. Recommendations to the board regarding investment /cash management. Specific investment decisions are left to the third-party manager, the Community Foundation for the Land of Lincoln. I act as a directed member for investment related activity. Girls on the Run maintains two bank accounts, a cd ladder with local institutions, and an endowment fund with the Community Foundation for the Land of Lincoln 5) ESP WEALTH MANAGEMENT, LLC; Financial Advisor; Financial Services Entity; IR; HRS 40; HRS 130; 04/13/2022; 227 South Seventh Street, Springfield IL 62701; My role in this firm is as a Financial Advisor and encompasses all the normal duties of financial advising and wealth managment services. 6) SHG HIGHSCHOOL INVESTMENT COMMITTEE POSITION: Member NATURE: The SHG Investment Committee is responsible for the oversight of the high school's prepaid tuition endowment and its general endowment. Tasked with oversight of the investment portfolio(s) which includes establishing an investment policy, selecting and monitoring the investment manager/advisor, and overseeing all investments, record keeping, and admin expenses. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 12/03/2024 ADDRESS: 1200 West Washington, Springfield IL 62702 DESCRIPTION: Add expertise, knowledge, and analytical skills in supporting committee's directive. Non investment selection decisions.