FIRST BUSINESS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FIRST BUSINESS CHARITABLE FOUNDATION INC (EIN 42-1614475)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202641319349104859
- Schema version
- 2025v4.0
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T19:01:37-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421614475 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST BUSINESS CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIRS | BusinessNameControlTxt |
| Phone | 6082325977 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CHARMANY DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53719 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST BUSINESS BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6082325977 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS A EASLEY | PreparerPersonNm |
| PTIN | P00843940 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2026-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,550,625 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $255,552 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,696 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,696 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,437 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,760 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $341,416 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,543 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $326,228 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,999 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,718 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,039 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,718 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,539 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $339,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $339,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $341,868 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,539 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $339,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,460 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,479 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,010 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,010 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,851,488 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,798,912 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,474,615 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,897,967 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,874,922 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,550,625 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,897,967 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,874,922 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,897,967 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,874,922 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,897,967 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,874,922 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,897,967 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,640 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,316 | OtherIncreasesAmt |
| Subtotal | $1,883,643 | SubtotalAmt |
| Other Decreases | $8,721 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,874,922 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 831.897 THE PRIVATE SHARES FUND | 2023-01-05 | 2025-03-21 | $35,247 | $34,832 | $415 | $415 | |
| 1897.505 ARISTOTLE FLOATING RATE INCOME I | 2024-12-03 | 2025-04-08 | $17,495 | $18,045 | -$550 | -$550 | |
| 1922.596 BAIRD INTERMEDIATE BOND INST | 2018-03-05 | 2025-04-08 | $19,995 | $20,822 | -$827 | -$827 | |
| 254. ISHARES CORE US AGGREGATE BOND | 2014-01-03 | 2025-04-08 | $24,925 | $27,062 | -$2,137 | -$2,137 | |
| 149. JPMORGAN ULTRA-SHORT INCOME ETF | 2024-01-03 | 2025-04-08 | $7,506 | $7,490 | $16 | $16 | |
| 626.28 PIMCO INCOME FUND INSTL | 2024-12-03 | 2025-04-08 | $6,595 | $6,676 | -$81 | -$81 | |
| 1273.055 PIMCO INCOME FUND INSTL | 2024-01-03 | 2025-04-08 | $13,405 | $13,420 | -$15 | -$15 | |
| 1098.352 VICTORY SHORT-TERM TAXABLE BOND INST | 2024-01-03 | 2025-04-08 | $9,995 | $9,748 | $247 | $247 | |
| 163.067 ARISTOTLE FLOATING RATE INCOME I | 2024-12-03 | 2025-04-21 | $1,510 | $1,551 | -$41 | -$41 | |
| 166.025 BAIRD INTERMEDIATE BOND INST | 2018-03-05 | 2025-04-21 | $1,725 | $1,798 | -$73 | -$73 | |
| 213.836 PARAMETRIC COMMODITY STRATEGY INST | 2024-12-03 | 2025-04-21 | $1,360 | $1,388 | -$28 | -$28 | |
| 22. ISHARES CORE US AGGREGATE BOND | 2014-01-03 | 2025-04-21 | $2,141 | $2,344 | -$203 | -$203 | |
| 41. ISHARES CORE S&P MID-CAP ETF | 2024-12-03 | 2025-04-21 | $2,175 | $2,746 | -$571 | -$571 | |
| 15. ISHARES RUSSELL 1000 VALUE ETF | 2024-12-03 | 2025-04-21 | $2,571 | $2,969 | -$398 | -$398 | |
| 8. ISHARES RUSSELL 1000 GROWTH ETF | 2025-04-08 | 2025-04-21 | $2,629 | $2,700 | -$71 | -$71 | |
| 31. ISHARES CORE S&P SMALL-CAP ETF | 2024-12-03 | 2025-04-21 | $2,896 | $3,902 | -$1,006 | -$1,006 | |
| 93. ISHARES CORE MSCI EAFE ETF | 2021-03-31 | 2025-04-21 | $6,928 | $6,727 | $201 | $201 | |
| 54. ISHARES CORE MSCI EMERGING MARKETS ETF | 2024-12-03 | 2025-04-21 | $2,785 | $2,948 | -$163 | -$163 | |
| 58. ISHARES CORE DIVIDEND GROWTH | 2024-12-03 | 2025-04-21 | $3,286 | $3,749 | -$463 | -$463 | |
| 13. JPMORGAN ULTRA-SHORT INCOME ETF | 2023-12-13 | 2025-04-21 | $656 | $653 | $3 | $3 | |
| 164.129 PIMCO INCOME FUND INSTL | 2023-12-13 | 2025-04-21 | $1,725 | $1,728 | -$3 | -$3 | |
| 94.609 VICTORY SHORT-TERM TAXABLE BOND INST | 2023-12-13 | 2025-04-21 | $860 | $829 | $31 | $31 | |
| 23. VANGUARD TOTAL STOCK MARKET ETF | 2025-04-08 | 2025-04-21 | $5,753 | $5,854 | -$101 | -$101 | |
| 21. VANGUARD TOTAL STOCK MARKET ETF | 2024-12-03 | 2025-04-21 | $5,253 | $6,306 | -$1,053 | -$1,053 | |
| 143.623 ARISTOTLE FLOATING RATE INCOME I | 2024-12-03 | 2025-04-29 | $1,340 | $1,366 | -$26 | -$26 | |
| 146.75 BAIRD INTERMEDIATE BOND INST | 2018-03-05 | 2025-04-29 | $1,535 | $1,589 | -$54 | -$54 | |
| 187.888 PARAMETRIC COMMODITY STRATEGY INST | 2024-12-03 | 2025-04-29 | $1,210 | $1,219 | -$9 | -$9 | |
| 19. ISHARES CORE US AGGREGATE BOND | 2014-01-03 | 2025-04-29 | $1,882 | $2,024 | -$142 | -$142 | |
| 35. ISHARES CORE S&P MID-CAP ETF | 2024-12-03 | 2025-04-29 | $2,005 | $2,344 | -$339 | -$339 | |
| 13. ISHARES RUSSELL 1000 VALUE ETF | 2024-12-03 | 2025-04-29 | $2,370 | $2,573 | -$203 | -$203 | |
| 6. ISHARES RUSSELL 1000 GROWTH ETF | 2024-01-03 | 2025-04-29 | $2,204 | $1,782 | $422 | $422 | |
| 26. ISHARES CORE S&P SMALL-CAP ETF | 2024-12-03 | 2025-04-29 | $2,628 | $3,272 | -$644 | -$644 | |
| 79. ISHARES CORE MSCI EAFE ETF | 2021-03-31 | 2025-04-29 | $6,227 | $5,714 | $513 | $513 | |
| 46. ISHARES CORE MSCI EMERGING MARKETS ETF | 2024-12-03 | 2025-04-29 | $2,491 | $2,512 | -$21 | -$21 | |
| 50. ISHARES CORE DIVIDEND GROWTH | 2024-01-03 | 2025-04-29 | $3,002 | $2,688 | $314 | $314 | |
| 11. JPMORGAN ULTRA-SHORT INCOME ETF | 2023-12-13 | 2025-04-29 | $557 | $553 | $4 | $4 | |
| 143.996 PIMCO INCOME FUND INSTL | 2023-12-13 | 2025-04-29 | $1,535 | $1,516 | $19 | $19 | |
| 83.79 VICTORY SHORT-TERM TAXABLE BOND INST | 2022-12-21 | 2025-04-29 | $765 | $732 | $33 | $33 | |
| 37. VANGUARD TOTAL STOCK MARKET ETF | 2024-01-03 | 2025-04-29 | $10,104 | $8,662 | $1,442 | $1,442 | |
| 8265.445 VICTORY MARKET NEUTRAL INCOME FUND | 2023-05-09 | 2025-04-29 | $72,488 | $69,547 | $2,941 | $2,941 | |
| 400.118 BLUEROCK TOTAL INCOME REAL ESTATE | 2023-01-05 | 2025-05-06 | $10,643 | $13,220 | -$2,577 | -$2,577 | |
| 322.89 THE PRIVATE SHARES FUND | 2023-04-11 | 2025-09-19 | $13,984 | $13,513 | $471 | $471 | |
| 1321.559 HARRISON STREET REAL ASSETS FUND LLC | 2023-04-25 | 2025-11-21 | $37,744 | $35,844 | $1,900 | $1,900 | |
| 270.626 THE PRIVATE SHARES FUND | 2023-05-09 | 2025-12-19 | $12,849 | $11,213 | $1,636 | $1,636 | |
| .708 BLUEROCK PVT REAL ESTATE FD ETF | 2023-01-05 | 2025-12-30 | $11 | $24 | -$13 | -$13 | |
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,886 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,543 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $938 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $938 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $784 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $784 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $154 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN SPIELMANN VP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082325977 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CHARMANY DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| First Business Bank | ||||||
| 401 Charmany Drive | Madison | WI | 53719 | Trustee | 1 | $0 |
| Jim Hartlieb | ||||||
| 401 Charmany Drive | Madison | WI | 53719 | President & Director | 1 | $0 |
| Brian Spielmann | ||||||
| 401 Charmany Drive | Madison | WI | 53719 | Vice President, Treasurer & Director | 1 | $0 |
| Pauline Hittesdorf | ||||||
| 401 Charmany Drive | Madison | WI | 53719 | Secretary | 1 | $0 |
| Corey Chambas | ||||||
| 401 Charmany Drive | Madison | WI | 53719 | Director | 1 | $0 |
| Mark Meloy | ||||||
| 401 Charmany Drive | Madison | WI | 53719 | Director | 1 | $0 |
| David Seiler | ||||||
| 401 Charmany Drive | Madison | WI | 53719 | Director | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,252,694 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,629 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,363,323 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,363,323 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,450 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,327,873 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $938 | TotalTaxAmt |
| Distributable Before Adj | $115,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $115,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $115,456 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $339,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $339,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $123,551 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $93,980 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $194,118 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $125,907 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,452 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $558,008 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $339,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $115,456 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $224,194 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $782,202 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $123,551 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $658,651 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $93,980 | ExcessFromYear4Amt |
| Excess From Year3 | $194,118 | ExcessFromYear3Amt |
| Excess From Year2 | $125,907 | ExcessFromYear2Amt |
| Excess From Year1 | $20,452 | ExcessFromYear1Amt |
| Excess From Current Year | $224,194 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Brian Spielmann VP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 Charmany Drive | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6082325977 | RecipientPhoneNum |
| Form And Info And Materials | By initial letter of inquiry with name of person whom the foundation should contact | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Local organizations engaged in non-profit activities designed improve the economic and social well being of the community by First Business Financial Services, Inc | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY INC | ||||||||
| PO BOX 902 | PEWAUKEE | WI | 53072 | NONE | PC | PROGRAM SUPPORT | $9,100 | |
| ALZHEIMERS DISEASE AND RELATED DISORDERS | ||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | PC | PROGRAM SUPPORT | $3,000 | ASSOC INC |
| AMERICAN HEART ASSOCIATION INC | ||||||||
| PO BOX 5028 | BOONE | IA | 50950 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| PO BOX 772395 | Detroit | MI | 48277 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| RIVER FOOD PANTRY | ||||||||
| 2201 DARWIN RD | MADISON | WI | 53704 | NONE | PC | FOOD PANTRY | $1,000 | |
| ABUNDANT LIFE CHRISTIAN SCHOOL FDN INC | ||||||||
| 4901 EAST BUCKEYE RD | MADSION | WI | 53716 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| NEW HEIGHTS LUTHERAN CHURCH | ||||||||
| 314 ANNE ST | MAZOMANIE | WI | 53560 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| STOUGHTON HOSPITAL FOUNDATION INC | ||||||||
| 900 RIDGE ST | STOUGHTON | WI | 53589 | NONE | PC | PROGRAM SUPPORT - PMT 3 OF | $5,000 | |
| PECATONICA AREA FOOD PANTRY | ||||||||
| PO BOX 138 | BLANCHARDVILLE | WI | 53516 | NONE | PC | FOOD PANTRY | $1,000 | |
| OUR LADY OF HOPE CLINIC INC | ||||||||
| 6255 UNIVERSITY AVE | MIDDLETON | WI | 535623485 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| COMMUNITY SMILES DENTAL | ||||||||
| 210 NW BARSTOW ST STE 305 | WAUKESHA | WI | 53188 | NONE | PC | PROGRAM SUPPORT - PMT 1 OF | $5,000 | |
| EVANS SCHOLARS FOUNDATION | ||||||||
| 2501 PATRIOT BLVD | Glenview | IL | 600268022 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| ENVISION UNLIMITED | ||||||||
| 8 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| EDGEWOOD COLLEGE | ||||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 537111997 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| LAD LAKE INC | ||||||||
| 3801 N 88TH ST | MILWAUKEE | WI | 53225 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| EASTER SEALS SOUTHEAST WISCONSIN INC | ||||||||
| 1468 N HIGHT POINT RDSUITE 202 | MIDDLETON | WI | 53562 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| UNITED WAY OF DANE COUNTY | ||||||||
| PO BOX 7548 | MADISON | WI | 537077548 | NONE | PC | PROGRAM SUPPORT | $38,000 | |
| DISTRICT COUNCIL OF MADISON INC SOCIETY | ||||||||
| 2033 FISH HATCHERY RD | MADISON | WI | 53713 | NONE | PC | PROGRAM SUPPORT | $1,000 | OF ST VINCENT DE PAUL |
| CHRIST LUTHERAN CHURCH | ||||||||
| 220 S MAIN ST | DEFOREST | WI | 53532 | NONE | PC | PROGRAM SUPPORT | $500 | |
| META HOUSE INC | ||||||||
| 2625 N WEIL ST | MILWAUKEE | WI | 53212 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| KANDU INDUSTRIES INC | ||||||||
| 15 PLUMB ST | MILTON | WI | 53563 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| COMMUNITY ACTION COALITION FOR | ||||||||
| 4101 E TOWN BLVD | MADISON | WI | 53704 | NONE | PC | PROGRAM SUPPORT | $2,000 | SOUTH CENTRAL WI |
| COMMUNITY COORDINATED CHILD CARE INC | ||||||||
| 5 ODANA CT | MADISON | WI | 53719 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| REEDSBURG AREA MEDICAL CENTER FOUNDATION | ||||||||
| 2090 RIDGEVIEW DR | REEDSBURG | WI | 53959 | NONE | PC | PROGRAM SUPPORT - PMT 1 OF | $5,000 | |
| DISABILITY RIGHTS WISCONSIN INC | ||||||||
| 131 W WILSON ST STE 700 | Madison | WI | 53703 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| SPRINGDALE LUTHERAN CHURCH | ||||||||
| 2752 TOWN HALL ROAD | MOUNT HOREB | WI | 53572 | NONE | PC | PROGRAM SUPPORT | $250 | |
| BLACKHAWK EVANGELICAL FREE CHURCH | ||||||||
| 9620 BRADER WAY | MIDDLETON | WI | 53562 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| WAYFORWARD RESOURCES | ||||||||
| 3502 PARMENTER STREET | MIDDLETON | WI | 53562 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| SECOND HARVEST FOODBANK OF | ||||||||
| 2802 DAIRY DR | MADISON | WI | 53718 | N/A | PC | FOOD PANTRY | $1,000 | SOUTHERN WISCONSIN |
| MAKE-A-WISH FOUNDATION OF WI INC | ||||||||
| 11020 WEST PLANK COURTSUITE 200 | WAUWATOSA | WI | 53226 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| THE GRAND OSHKOSH INC | ||||||||
| PO BOX 1004222 PEARL AVENUE | OSHKOSH | WI | 54901 | NONE | PC | PROGRAM SUPPORT- PMT 5 OF 5 | $5,000 | |
| VOGEL FOUNDATION INC | ||||||||
| 2701 PACKERS AVE | MADISON | WI | 53704 | NONE | PF | SCHOOL SUPPLIES FOR KIDS | $2,000 | |
| RONALD MCDONALD HOUSE OF CHARITIES OF | ||||||||
| 2716 MARSHALL CT | MADISON | WI | 53705 | NONE | PC | PROGRAM SUPPORT | $1,500 | MADISON INC |
| BRIDGING THE GAP INC | ||||||||
| 1017 N 17TH ST | MILWAUKEE | WI | 53233 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| VOLUNTEER CENTER OF EAST CENTRAL WI | ||||||||
| 1455 MIDWAY RD | MENASHA | WI | 54952 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| MADISON PUBLIC LIBRARY FOUNDATION INC | ||||||||
| 201 W MIFFLIN ST | MADISON | WI | 53703 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| ALDO LEOPOLD NATURE CENTER INC | ||||||||
| 330 FEMRITE DR | MONONA | WI | 53716 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| MONTICELLO FOUNDATION INC | ||||||||
| W 4764 EDELWEISS RD | NEW GLARUS | WI | 53719 | NONE | PC | PROGRAM SUPPORT | $200 | |
| OZAUKEE NONPROFIT CENTER INC | ||||||||
| 2360 DAKOTA DRIVE | GRAFTON | WI | 53024 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| GOODMAN COMMUNITY CENTER INC | ||||||||
| 214 WAUBESA ST | MADISON | WI | 53704 | NONE | PC | FOOD PANTRY | $1,000 | |
| BOYS AND GIRLS CLUB OF DANE COUNTY INC | ||||||||
| 5215 VERONA ROAD | FITCHBURG | WI | 53711 | NONE | PC | PROGRAM SUPPORT | $125,000 | |
| LUSSIER COMMUNITY EDUCATION CENTER INC | ||||||||
| 55 S GAMMON RD | MADISON | WI | 53717 | NONE | PC | FOOD PANTRY | $1,000 | |
| SOUTH CENTRAL LIBRARY SYSTEM FOUNDATION | ||||||||
| 4610 SOUTH BILTMORE LANE SUITE 101 | MADISON | WI | 537182153 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| REAP FOOD GROUP | ||||||||
| 306 E WILSON ST SUITE 2W | MADISON | WI | 53703 | NONE | PC | FOOD PANTRY | $1,000 | |
| WISCONSIN CHAMBER ORCHESTRA | ||||||||
| 321 E MAIN ST | MADISON | WI | 53703 | NONE | PC | FAMILY SERIES CONTRIBUTION | $2,500 | |
| ST JOHN LUTHERAN CHURCH | ||||||||
| 39506 60TH ST | BURLINGTON | WI | 53105 | NONE | PC | PROGRAM SUPPORT | $100 | |
| WISCONSIN YOUTH SYMPHONY | ||||||||
| 455 N PARK STREET | MADISON | WI | 53706 | NONE | PC | GENERAL SUPPORT | $5,000 | ORCHESTRAS INC |
| WHA RESEARCH & EDUCATION FOUNDATION | ||||||||
| 5510 RESEARCH PARK DR SUITE 200 | MADISON | WI | 53711 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | ||||||||
| 8645 COLLEGE BOULEVARDSUITE 110 | Overland Park | KS | 66210 | NONE | PC | PROGRAM SUPPORT | $500 | |
| THIRD AND LONG FOUNDATION | ||||||||
| 8301 STATE LINE RDSUITE 110 | KANSAS CITY | MO | 64114 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ERIN ANDRA WILSON FOUNDATION | ||||||||
| 6520 WALMER | OVERLAND PARK | KS | 66202 | NONE | PC | PROGRAM SUPPORT | $500 | |
| BADGER PRAIRIE NEEDS NETWORK INC | ||||||||
| 1200 E VERONA AVE | VERONA | WI | 53593 | NONE | PC | FOOD PANTRY | $1,000 | |
| STEVE STRICKER AMERICAN FAMILY INSURANCE | ||||||||
| 6000 AMERICAN PARKWAY SPARK 8D | MADISON | WI | 53708 | NONE | PC | PROGRAM SUPPORT | $15,000 | FOUNDATION INC |
| WAUNAKEE ECUMENICAL BOARD INC | ||||||||
| 710 SOUTH ST | WAUNAKEE | WI | 53597 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| MADISON READING PROJECT INC | ||||||||
| 1337 GREENWAY CROSS SUITE 186 | MADSION | WI | 53713 | NONE | PC | PROGRAM SUPPORT | $500 | |
| CATHEDRAL CENTER INC | ||||||||
| 845 N VAN BUREN ST | MILWAUKEE | WI | 53202 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| MAYDM INC | ||||||||
| 3330 UNIVERSITY AVE STE 202 | Madison | WI | 53705 | NONE | PC | PROGRAM SUPPORT | $500 | |
| OREGON AREA FOOD PANTRY INC | ||||||||
| 107 N ALPINE PARKWAY | OREGON | WI | 53575 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| NURSES ON BOARD COALITION | ||||||||
| 6200 MINERAL POINT RD S | MADISON | WI | 53705 | NONE | PC | PROGRAM SUPPORT | $1,000 | C/O KOLLATH CPA |
| FOUNDATION FOR DANE COUNTY PARKS INC | ||||||||
| 5201 FEN OAK DR SUITE 208 | MADISON | WI | 53718 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| THE VILLAGE DIAPER BANK INC | ||||||||
| 3302 DAIRY DR | MADISON | WI | 537169100 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| DEFOREST POLICE FOUNDATION | ||||||||
| 110 S STEVENSON ST | DEFOREST | WI | 53532 | NONE | PC | PROGRAM SUPPORT | $500 | |
| LIUNA WI CHARITABLE FOUNDATION INC | ||||||||
| 4633 LIUNA WAY SUITE 101 | DEFOREST | WI | 53532 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $339,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,696 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,437 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,543 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $70,676 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,676 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST BUSINESS BANK | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CHARMANY | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $255,552 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTIONS POSTED IN 2026 | $941 |
| RETURN OF CAPITAL ADJUSTMENT | $2,914 |
| WASH SALE ADJUSTMENT | $4,864 |
| ROUNDING | $2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTIONS POSTED IN 2025 | $1,139 |
| FEE ADJUSTMENT | $177 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $679 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $801 | $801 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $238 | $238 | $0 |
Comments