FIRST BUSINESS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FIRST BUSINESS CHARITABLE FOUNDATION INC (EIN 42-1614475)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-07
- IRS object ID
- 202441289349102339
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T11:01:16-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRAVIS A EASLEY | PreparerPersonNm |
| PTIN | P00843940 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2024-05-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,197,206 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $978,038 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,668 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,668 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $44,545 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,842 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,287 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $715,291 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,287 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,047,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,797 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| 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 |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,365 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,001 | 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 | $3,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,001 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $212,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $212,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $215,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,001 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $213,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $832,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,796 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $148,160 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $214,582 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $214,582 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,003,083 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,765,269 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,982,624 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,151,243 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,979,851 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,197,206 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,151,243 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,979,851 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,151,243 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,979,851 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,151,243 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,979,851 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,151,243 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $832,048 | ExcessRevenueOverExpensesAmt |
| Other Increases | $623 | OtherIncreasesAmt |
| Subtotal | $1,983,914 | SubtotalAmt |
| Other Decreases | $4,063 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,979,851 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (129 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 5771.287 BAIRD INTERMEDIATE BOND INST | 2020-05-12 | 2023-01-03 | $58,290 | $63,242 | -$4,952 | -$4,952 |
| 6068.016 BAIRD AGGREGATE BOND INST | 2021-01-14 | 2023-01-03 | $58,435 | $65,848 | -$7,413 | -$7,413 |
| 1203. ISHARES CORE US AGGREGATE BOND | 2021-01-12 | 2023-01-03 | $117,651 | $132,243 | -$14,592 | -$14,592 |
| 609. JPMORGAN ULTRA-SHORT INCOME ETF | 2022-12-21 | 2023-01-03 | $30,504 | $30,590 | -$86 | -$86 |
| 3508.601 VICTORY SHORT-TERM TAXABLE BOND INST | 2022-12-21 | 2023-01-03 | $30,595 | $30,665 | -$70 | -$70 |
| 57.214 BAIRD INTERMEDIATE BOND INST | 2018-03-05 | 2023-03-06 | $575 | $620 | -$45 | -$45 |
| 59.896 BAIRD AGGREGATE BOND INST | 2018-03-19 | 2023-03-06 | $575 | $636 | -$61 | -$61 |
| 57.052 PARAMETRIC COMMODITY STRATEGY INST | 2022-04-12 | 2023-03-06 | $360 | $456 | -$96 | -$96 |
| 12. ISHARES CORE US AGGREGATE BOND | 2014-01-17 | 2023-03-06 | $1,164 | $1,287 | -$123 | -$123 |
| 3. ISHARES CORE S&P MID-CAP ETF | 2018-10-12 | 2023-03-06 | $789 | $559 | $230 | $230 |
| 5. ISHARES RUSSELL 1000 VALUE ETF | 2019-01-25 | 2023-03-06 | $785 | $591 | $194 | $194 |
| 3. ISHARES RUSSELL 1000 GROWTH ETF | 2017-06-13 | 2023-03-06 | $709 | $359 | $350 | $350 |
| 10. ISHARES CORE S&P SMALL-CAP ETF | 2018-06-25 | 2023-03-06 | $1,025 | $842 | $183 | $183 |
| 36. ISHARES CORE MSCI EAFE ETF | 2021-03-31 | 2023-03-06 | $2,392 | $2,604 | -$212 | -$212 |
| 2. ISHARES CORE MSCI EMERGING MARKETS ETF | 2022-04-08 | 2023-03-06 | $98 | $111 | -$13 | -$13 |
| 10. ISHARES CORE MSCI EMERGING MARKETS ETF | 2020-11-05 | 2023-03-06 | $490 | $572 | -$82 | -$82 |
| 21. ISHARES CORE DIVIDEND GROWTH | 2022-04-08 | 2023-03-06 | $1,067 | $1,124 | -$57 | -$57 |
| 6. JPMORGAN ULTRA-SHORT INCOME ETF | 2022-12-21 | 2023-03-06 | $301 | $301 | ||
| 32.571 VICTORY SHORT-TERM TAXABLE BOND INST | 2022-12-21 | 2023-03-06 | $285 | $285 | ||
| 7. VANGUARD REAL ESTATE ETF | 2022-04-08 | 2023-03-06 | $609 | $770 | -$161 | -$161 |
| 18. VANGUARD TOTAL STOCK MARKET ETF | 2014-01-03 | 2023-03-06 | $3,682 | $1,717 | $1,965 | $1,965 |
| 92.539 BAIRD INTERMEDIATE BOND INST | 2018-03-05 | 2023-03-23 | $955 | $1,002 | -$47 | -$47 |
| 96.66 BAIRD AGGREGATE BOND INST | 2018-03-19 | 2023-03-23 | $955 | $1,026 | -$71 | -$71 |
| 98.695 PARAMETRIC COMMODITY STRATEGY INST | 2022-04-12 | 2023-03-23 | $605 | $789 | -$184 | -$184 |
| 19. ISHARES CORE US AGGREGATE BOND | 2014-01-17 | 2023-03-23 | $1,891 | $2,038 | -$147 | -$147 |
| 5. ISHARES CORE S&P MID-CAP ETF | 2023-01-05 | 2023-03-23 | $1,201 | $1,207 | -$6 | -$6 |
| 9. ISHARES RUSSELL 1000 VALUE ETF | 2023-01-05 | 2023-03-23 | $1,318 | $1,368 | -$50 | -$50 |
| 6. ISHARES RUSSELL 1000 GROWTH ETF | 2017-06-13 | 2023-03-23 | $1,419 | $718 | $701 | $701 |
| 19. ISHARES CORE S&P SMALL-CAP ETF | 2023-01-05 | 2023-03-23 | $1,778 | $1,795 | -$17 | -$17 |
| 63. ISHARES CORE MSCI EAFE ETF | 2021-03-31 | 2023-03-23 | $4,101 | $4,557 | -$456 | -$456 |
| 21. ISHARES CORE MSCI EMERGING MARKETS ETF | 2020-11-05 | 2023-03-23 | $1,011 | $1,201 | -$190 | -$190 |
| 38. ISHARES CORE DIVIDEND GROWTH | 2022-04-08 | 2023-03-23 | $1,832 | $2,035 | -$203 | -$203 |
| 10. JPMORGAN ULTRA-SHORT INCOME ETF | 2022-12-21 | 2023-03-23 | $503 | $502 | $1 | $1 |
| 54.348 VICTORY SHORT-TERM TAXABLE BOND INST | 2022-12-21 | 2023-03-23 | $475 | $475 | ||
| 12. VANGUARD REAL ESTATE ETF | 2022-04-08 | 2023-03-23 | $939 | $1,320 | -$381 | -$381 |
| 31. VANGUARD TOTAL STOCK MARKET ETF | 2014-02-04 | 2023-03-23 | $6,104 | $2,887 | $3,217 | $3,217 |
| 2642.565 COHEN & STEERS GLOBAL INFRASTRUCTURE FUND | 2023-04-11 | 2023-04-25 | $58,982 | $57,547 | $1,435 | $1,435 |
| 304. VANGUARD REAL ESTATE ETF | 2023-04-25 | 2023-04-25 | $24,740 | $25,266 | -$526 | -$526 |
| 280. VANGUARD REAL ESTATE ETF | 2022-04-08 | 2023-04-25 | $22,787 | $30,756 | -$7,969 | -$7,969 |
| 1655.634 BAIRD INTERMEDIATE BOND INST | 2023-05-16 | 2023-05-26 | $16,755 | $17,057 | -$302 | -$302 |
| 1684. BAIRD AGGREGATE BOND INST | 2023-05-02 | 2023-05-26 | $16,183 | $16,612 | -$429 | -$429 |
| 328. ISHARES CORE US AGGREGATE BOND | 2023-05-09 | 2023-05-26 | $31,918 | $32,714 | -$796 | -$796 |
| 170. JPMORGAN ULTRA-SHORT INCOME ETF | 2023-05-16 | 2023-05-26 | $8,522 | $8,552 | -$30 | -$30 |
| 988. VICTORY SHORT-TERM TAXABLE BOND INST | 2023-05-16 | 2023-05-26 | $8,615 | $8,662 | -$47 | -$47 |
| 78.947 BAIRD INTERMEDIATE BOND INST | 2023-05-09 | 2023-07-05 | $795 | $811 | -$16 | -$16 |
| 82.64 BAIRD AGGREGATE BOND INST | 2023-05-16 | 2023-07-05 | $795 | $809 | -$14 | -$14 |
| 81.433 PARAMETRIC COMMODITY STRATEGY INST | 2023-04-18 | 2023-07-05 | $500 | $529 | -$29 | -$29 |
| 16. ISHARES CORE US AGGREGATE BOND | 2023-05-09 | 2023-07-05 | $1,560 | $1,587 | -$27 | -$27 |
| 4. ISHARES CORE S&P MID-CAP ETF | 2022-06-27 | 2023-07-05 | $1,039 | $841 | $198 | $198 |
| 7. ISHARES RUSSELL 1000 VALUE ETF | 2019-01-25 | 2023-07-05 | $1,101 | $828 | $273 | $273 |
| 4. ISHARES RUSSELL 1000 GROWTH ETF | 2022-06-27 | 2023-07-05 | $1,102 | $914 | $188 | $188 |
| 15. ISHARES CORE S&P SMALL-CAP ETF | 2018-06-25 | 2023-07-05 | $1,481 | $1,263 | $218 | $218 |
| 50. ISHARES CORE MSCI EAFE ETF | 2023-05-16 | 2023-07-05 | $3,347 | $3,433 | -$86 | -$86 |
| 17. ISHARES CORE MSCI EMERGING MARKETS ETF | 2023-04-18 | 2023-07-05 | $842 | $842 | ||
| 29. ISHARES CORE DIVIDEND GROWTH | 2022-04-08 | 2023-07-05 | $1,489 | $1,553 | -$64 | -$64 |
| 8. JPMORGAN ULTRA-SHORT INCOME ETF | 2023-05-09 | 2023-07-05 | $399 | $402 | -$3 | -$3 |
| 45.298 VICTORY SHORT-TERM TAXABLE BOND INST | 2023-05-16 | 2023-07-05 | $395 | $396 | -$1 | -$1 |
| 23. VANGUARD TOTAL STOCK MARKET ETF | 2014-02-04 | 2023-07-05 | $5,062 | $2,104 | $2,958 | $2,958 |
| 78.248 BAIRD INTERMEDIATE BOND INST | 2023-05-09 | 2023-07-17 | $795 | $804 | -$9 | -$9 |
| 81.874 BAIRD AGGREGATE BOND INST | 2023-05-09 | 2023-07-17 | $795 | $802 | -$7 | -$7 |
| 79.618 PARAMETRIC COMMODITY STRATEGY INST | 2023-04-18 | 2023-07-17 | $500 | $518 | -$18 | -$18 |
| 16. ISHARES CORE US AGGREGATE BOND | 2023-05-09 | 2023-07-17 | $1,566 | $1,587 | -$21 | -$21 |
| 4. ISHARES CORE S&P MID-CAP ETF | 2018-10-12 | 2023-07-17 | $1,073 | $746 | $327 | $327 |
| 7. ISHARES RUSSELL 1000 VALUE ETF | 2019-01-25 | 2023-07-17 | $1,115 | $828 | $287 | $287 |
| 4. ISHARES RUSSELL 1000 GROWTH ETF | 2022-06-27 | 2023-07-17 | $1,130 | $696 | $434 | $434 |
| 14. ISHARES CORE S&P SMALL-CAP ETF | 2018-06-25 | 2023-07-17 | $1,431 | $1,178 | $253 | $253 |
| 49. ISHARES CORE MSCI EAFE ETF | 2021-03-31 | 2023-07-17 | $3,370 | $3,544 | -$174 | -$174 |
| 17. ISHARES CORE MSCI EMERGING MARKETS ETF | 2020-11-05 | 2023-07-17 | $866 | $972 | -$106 | -$106 |
| 29. ISHARES CORE DIVIDEND GROWTH | 2022-04-08 | 2023-07-17 | $1,503 | $1,553 | -$50 | -$50 |
| 8. JPMORGAN ULTRA-SHORT INCOME ETF | 2023-05-09 | 2023-07-17 | $400 | $402 | -$2 | -$2 |
| 45.143 VICTORY SHORT-TERM TAXABLE BOND INST | 2023-04-18 | 2023-07-17 | $395 | $395 | ||
| 23. VANGUARD TOTAL STOCK MARKET ETF | 2014-02-04 | 2023-07-17 | $5,168 | $2,104 | $3,064 | $3,064 |
| 78.713 BAIRD INTERMEDIATE BOND INST | 2023-05-09 | 2023-07-28 | $795 | $808 | -$13 | -$13 |
| 82.469 BAIRD AGGREGATE BOND INST | 2023-05-16 | 2023-07-28 | $795 | $807 | -$12 | -$12 |
| 76.923 PARAMETRIC COMMODITY STRATEGY INST | 2022-04-12 | 2023-07-28 | $500 | $615 | -$115 | -$115 |
| 16. ISHARES CORE US AGGREGATE BOND | 2023-05-09 | 2023-07-28 | $1,559 | $1,587 | -$28 | -$28 |
| 4. ISHARES CORE S&P MID-CAP ETF | 2018-10-12 | 2023-07-28 | $1,085 | $746 | $339 | $339 |
| 7. ISHARES RUSSELL 1000 VALUE ETF | 2019-01-25 | 2023-07-28 | $1,141 | $828 | $313 | $313 |
| 4. ISHARES RUSSELL 1000 GROWTH ETF | 2017-06-13 | 2023-07-28 | $1,137 | $479 | $658 | $658 |
| 14. ISHARES CORE S&P SMALL-CAP ETF | 2018-06-25 | 2023-07-28 | $1,461 | $1,178 | $283 | $283 |
| 48. ISHARES CORE MSCI EAFE ETF | 2021-03-31 | 2023-07-28 | $3,343 | $3,472 | -$129 | -$129 |
| 16. ISHARES CORE MSCI EMERGING MARKETS ETF | 2020-11-05 | 2023-07-28 | $834 | $915 | -$81 | -$81 |
| 28. ISHARES CORE DIVIDEND GROWTH | 2022-04-08 | 2023-07-28 | $1,490 | $1,499 | -$9 | -$9 |
| 8. JPMORGAN ULTRA-SHORT INCOME ETF | 2023-05-09 | 2023-07-28 | $401 | $402 | -$1 | -$1 |
| 45.143 VICTORY SHORT-TERM TAXABLE BOND INST | 2023-04-18 | 2023-07-28 | $395 | $395 | ||
| 22. VANGUARD TOTAL STOCK MARKET ETF | 2014-02-04 | 2023-07-28 | $5,012 | $2,013 | $2,999 | $2,999 |
| 39.461 BAIRD INTERMEDIATE BOND INST | 2023-05-09 | 2023-09-20 | $395 | $405 | -$10 | -$10 |
| 41.799 BAIRD AGGREGATE BOND INST | 2023-05-16 | 2023-09-20 | $395 | $409 | -$14 | -$14 |
| 38.462 PARAMETRIC COMMODITY STRATEGY INST | 2023-04-18 | 2023-09-20 | $250 | $250 | ||
| 8. ISHARES CORE US AGGREGATE BOND | 2023-05-09 | 2023-09-20 | $765 | $793 | -$28 | -$28 |
| 2. ISHARES CORE S&P MID-CAP ETF | 2018-10-12 | 2023-09-20 | $515 | $373 | $142 | $142 |
| 4. ISHARES RUSSELL 1000 VALUE ETF | 2019-01-25 | 2023-09-20 | $634 | $473 | $161 | $161 |
| 2. ISHARES RUSSELL 1000 GROWTH ETF | 2017-06-13 | 2023-09-20 | $552 | $239 | $313 | $313 |
| 7. ISHARES CORE S&P SMALL-CAP ETF | 2018-06-25 | 2023-09-20 | $680 | $589 | $91 | $91 |
| 25. ISHARES CORE MSCI EAFE ETF | 2023-05-16 | 2023-09-20 | $1,674 | $1,716 | -$42 | -$42 |
| 9. ISHARES CORE MSCI EMERGING MARKETS ETF | 2023-04-18 | 2023-09-20 | $440 | $446 | -$6 | -$6 |
| 15. ISHARES CORE DIVIDEND GROWTH | 2022-04-08 | 2023-09-20 | $776 | $803 | -$27 | -$27 |
| 4. JPMORGAN ULTRA-SHORT INCOME ETF | 2023-05-09 | 2023-09-20 | $200 | $201 | -$1 | -$1 |
| 22.311 VICTORY SHORT-TERM TAXABLE BOND INST | 2023-04-18 | 2023-09-20 | $195 | $195 | ||
| 11. VANGUARD TOTAL STOCK MARKET ETF | 2014-02-04 | 2023-09-20 | $2,429 | $1,006 | $1,423 | $1,423 |
| 125.126 BAIRD INTERMEDIATE BOND INST | 2023-05-09 | 2023-09-28 | $1,245 | $1,285 | -$40 | -$40 |
| 95.872 PARAMETRIC COMMODITY STRATEGY INST | 2023-04-18 | 2023-09-28 | $615 | $623 | -$8 | -$8 |
| 26.593 PARAMETRIC COMMODITY STRATEGY INST | 2022-04-12 | 2023-09-28 | $170 | $212 | -$42 | -$42 |
| 27. ISHARES CORE US AGGREGATE BOND | 2023-05-09 | 2023-09-28 | $2,528 | $2,675 | -$147 | -$147 |
| 6. ISHARES CORE S&P MID-CAP ETF | 2023-04-18 | 2023-09-28 | $1,495 | $1,503 | -$8 | -$8 |
| 12. ISHARES RUSSELL 1000 VALUE ETF | 2023-04-18 | 2023-09-28 | $1,829 | $1,863 | -$34 | -$34 |
| 7. ISHARES RUSSELL 1000 GROWTH ETF | 2017-06-13 | 2023-09-28 | $1,852 | $838 | $1,014 | $1,014 |
| 24. ISHARES CORE S&P SMALL-CAP ETF | 2023-04-18 | 2023-09-28 | $2,272 | $2,307 | -$35 | -$35 |
| 82. ISHARES CORE MSCI EAFE ETF | 2023-05-16 | 2023-09-28 | $5,275 | $5,629 | -$354 | -$354 |
| 28. ISHARES CORE MSCI EMERGING MARKETS ETF | 2023-04-18 | 2023-09-28 | $1,326 | $1,387 | -$61 | -$61 |
| 48. ISHARES CORE DIVIDEND GROWTH | 2023-04-18 | 2023-09-28 | $2,383 | $2,448 | -$65 | -$65 |
| 12. JPMORGAN ULTRA-SHORT INCOME ETF | 2023-05-09 | 2023-09-28 | $602 | $603 | -$1 | -$1 |
| 71.019 VICTORY SHORT-TERM TAXABLE BOND INST | 2022-12-21 | 2023-09-28 | $620 | $621 | -$1 | -$1 |
| 37. VANGUARD TOTAL STOCK MARKET ETF | 2014-02-04 | 2023-09-28 | $7,853 | $3,385 | $4,468 | $4,468 |
| 2638.648 BAIRD AGGREGATE BOND INST | 2023-05-23 | 2023-10-02 | $24,355 | $25,656 | -$1,301 | -$1,301 |
| 3631.295 BAIRD AGGREGATE BOND INST | 2018-08-10 | 2023-10-02 | $33,517 | $38,523 | -$5,006 | -$5,006 |
| 690.635 PARAMETRIC COMMODITY STRATEGY INST | 2023-04-25 | 2023-12-11 | $4,130 | $4,347 | -$217 | -$217 |
| 31. ISHARES CORE S&P MID-CAP ETF | 2018-10-12 | 2023-12-11 | $8,195 | $5,779 | $2,416 | $2,416 |
| 59. ISHARES RUSSELL 1000 VALUE ETF | 2019-01-25 | 2023-12-11 | $9,426 | $5,872 | $3,554 | $3,554 |
| 32. ISHARES RUSSELL 1000 GROWTH ETF | 2017-06-13 | 2023-12-11 | $9,398 | $3,832 | $5,566 | $5,566 |
| 118. ISHARES CORE S&P SMALL-CAP ETF | 2018-06-25 | 2023-12-11 | $11,866 | $9,932 | $1,934 | $1,934 |
| 218. ISHARES CORE MSCI EAFE ETF | 2023-05-16 | 2023-12-11 | $14,871 | $14,966 | -$95 | -$95 |
| 186. ISHARES CORE MSCI EAFE ETF | 2023-04-25 | 2023-12-11 | $12,688 | $12,769 | -$81 | -$81 |
| 68. ISHARES CORE MSCI EMERGING MARKETS ETF | 2023-04-18 | 2023-12-11 | $3,350 | $3,354 | -$4 | -$4 |
| 7. ISHARES CORE MSCI EMERGING MARKETS ETF | 2020-11-05 | 2023-12-11 | $345 | $400 | -$55 | -$55 |
| 65. ISHARES CORE MSCI EMERGING MARKETS ETF | 2020-11-05 | 2023-12-11 | $3,202 | $3,716 | -$514 | -$514 |
| 128. ISHARES CORE DIVIDEND GROWTH | 2022-04-08 | 2023-12-11 | $6,709 | $6,853 | -$144 | -$144 |
| 108. ISHARES CORE DIVIDEND GROWTH | 2022-04-08 | 2023-12-11 | $5,660 | $5,783 | -$123 | -$123 |
| 180. VANGUARD TOTAL STOCK MARKET ETF | 2014-02-04 | 2023-12-11 | $41,272 | $16,467 | $24,805 | $24,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,287 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $887 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $887 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $887 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $528 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $528 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $364 | 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 | $2,000 |
| Brendan Freeman | ||||||
| 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 | $1,697,145 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,788,927 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,788,927 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,834 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,762,093 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,105 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,105 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $887 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $887 | TotalTaxAmt |
| Distributable Before Adj | $87,218 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $87,218 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $87,218 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $213,125 | 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 | $213,125 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,218 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $59,679 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $64,018 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $123,551 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,980 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $194,118 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $535,346 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $213,125 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $87,218 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $125,907 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $661,253 | 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 | $59,679 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $601,574 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,018 | ExcessFromYear4Amt |
| Excess From Year3 | $123,551 | ExcessFromYear3Amt |
| Excess From Year2 | $93,980 | ExcessFromYear2Amt |
| Excess From Year1 | $194,118 | ExcessFromYear1Amt |
| Excess From Current Year | $125,907 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY INC | ||||||||
| PO BOX 902 | PEWAUKEE | WI | 53072 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $4,250 | |
| DESTINATION MADISON FOUNDATION INC | ||||||||
| 22 E MIFFLIN ST SUITE 200 | MADISON | WI | 53703 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $2,500 | |
| RIVER FOOD PANTRY | ||||||||
| 2201 DARWIN RD | MADISON | WI | 53704 | NONE | PC | FOOD PANTRY | $1,000 | |
| SECUREFUTURES FOUNDATION INC | ||||||||
| 710 PLANKINTON AVE STE 1400 | MILWAUKEE | WI | 53203 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 | |
| CHAMPION4KIDS INC | ||||||||
| 5501 SCHROEDER RD STE 100 | MADISON | WI | 53711 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 | |
| STOUGHTON HOSPITAL FOUNDATION INC | ||||||||
| 900 RIDGE ST | STOUGHTON | WI | 53589 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 | |
| NEW NORTH INC | ||||||||
| 2740 W MASON STREET | GREEN BAY | WI | 54301 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| PECATONICA AREA FOOD PANTRY | ||||||||
| PO BOX 138 | BLANCHARDVILLE | WI | 53516 | NONE | PC | FOOD PANTRY | $1,000 | |
| MADISON COLLEGE FOUNDATION | ||||||||
| 1701 WRIGHT STREET | MADISON | WI | 53704 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT - PMT 3 OF | $15,000 | |
| AGRACE HOSPICECARE INC | ||||||||
| 5395 E CHERYL PKWY | FITCHBURG | WI | 53711 | NONE | SO I | CARE FOR ALL CAMPAIGN-PMT 3 | $10,000 | |
| UNITED WAY OF DANE COUNTY | ||||||||
| PO BOX 7548 | MADISON | WI | 537077548 | NONE | PC | PROGRAM SUPPORT | $73,000 | |
| DISTRICT COUNCIL OF MADISON INC SOCIETY | ||||||||
| 2033 FISH HATCHERY RD | MADISON | WI | 53713 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 | OF ST VINCENT DE PAUL |
| WISCONSIN HISTORICAL FOUNDATION INC | ||||||||
| 816 STATE STREET PO BOX 260050 | MADISON | WI | 53726 | NONE | PC | PROGRAM SUPPORT-PMT 5 OF 5 | $5,000 | |
| NEXT DOOR FOUNDATION INC | ||||||||
| 2545 NORTH 29TH STREET | MILWAUKEE | WI | 53210 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| BEAVER DAM HOCKEY ASSOCIATION | ||||||||
| PO BOX 86 | BEAVER DAM | WI | 53916 | NONE | PC | GENERAL SUPPORT | $250 | |
| NEIGHBORWORKS GREEN BAY | ||||||||
| 437 S JACKSON STREET | GREEN BAY | WI | 54301 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| MIDDLETON OUTREACH MINISTRY INC | ||||||||
| 3502 PARMENTER STREET | MIDDLETON | WI | 53562 | NONE | PC | FOOD PANTRY | $1,000 | |
| SECOND HARVEST FOODBANK OF | ||||||||
| 2802 DAIRY DR | MADISON | WI | 53718 | N/A | PC | FOOD PANTRY | $1,000 | SOUTHERN WISCONSIN |
| THE GRAND OSHKOSH INC | ||||||||
| PO BOX 1004222 PEARL AVENUE | OSHKOSH | WI | 54901 | NONE | PC | PROGRAM SUPPORT-PMT 3 OF 5 | $5,000 | |
| VOGEL FOUNDATION INC | ||||||||
| 2701 PACKERS AVE | MADISON | WI | 53704 | NONE | PF | SCHOOL SUPPLIES FOR KIDS | $2,000 | |
| MADISON PUBLIC LIBRARY FOUNDATION | ||||||||
| 210 W MIFFLIN ST | MADISON | WI | 53703 | NONE | PC | LIBRARY CAPITAL CAMPAIGN | $2,500 | |
| MONTICELLO FOUNDATION INC | ||||||||
| W 4764 EDELWEISS RD | NEW GLARUS | WI | 53719 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $200 | |
| GIFT OF ADOPTION FUND INC | ||||||||
| PO BOX 567 | TECHNY | IL | 60082 | NONE | GROUP | PROGRAM SUPPORT-GATHER FOR | $1,000 | |
| APPLETON EDUCATIONAL FOUNDATION INC | ||||||||
| 122 E COLLEGE AVE STE 1B | APPLETON | WI | 54911 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT - PMT 2 OF | $1,667 | |
| GOODMAN COMMUNITY CENTER INC | ||||||||
| 214 WAUBESA ST | MADISON | WI | 53704 | NONE | PC | FOOD PANTRY | $1,000 | |
| LUSSIER COMMUNITY EDUCATION CENTER INC | ||||||||
| 55 S GAMMON RD | MADISON | WI | 53717 | NONE | PC | FOOD PANTRY | $1,925 | |
| AGEBETTER INC | ||||||||
| 6209 MINERAL POINT RD | MADISON | WI | 53705 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 | |
| FOX CITIES PERFORMING ARTS CENTER INC | ||||||||
| 400 WEST COLLEGE AVE | APPLETON | WI | 54911 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| BRYON RIESCH PARALYSIS FOUNDATION INC | ||||||||
| N14W23900 STONE RIDGE DRIVE | WAUKESHA | WI | 531881135 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| SOUTH CENTRAL LIBRARY SYSTEM FOUNDATION | ||||||||
| 4610 SOUTH BILTMORE LANE SUITE 101 | MADISON | WI | 537182153 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| MADISON PUBLIC SCHOOLS FOUNDATION INC | ||||||||
| 101 NOB HILL RD SUITE 300 | MADISON | WI | 53713 | NONE | PUBLIC | COMMUNITY SCHOOLS GRANT- | $2,500 | |
| REAP FOOD GROUP | ||||||||
| 306 E WILSON ST SUITE 2W | MADISON | WI | 53703 | NONE | PC | FOOD PANTRY | $1,000 | |
| UNIVERSITY OF WISCONSIN OSHKOSH | ||||||||
| 625 PEARL AVE | OSHKOSH | WI | 54901 | NONE | PC | PROGRAM SUPPORT - PMT 2 OF | $33,333 | FOUNDATION |
| BADGER PRAIRIE NEEDS NETWORK INC | ||||||||
| 1200 E VERONA AVE | VERONA | WI | 53593 | NONE | PC | FOOD PANTRY | $1,000 | |
| WAUNAKEE ECUMENICAL BOARD INC | ||||||||
| 710 SOUTH ST | WAUNAKEE | WI | 53597 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 | |
| EDGEWOOD COLLEGE | ||||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 537111997 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| FAIRWAYCARES INC | ||||||||
| 4750 S BILTMORE LANE | MADISON | WI | 53718 | NONE | PC | PACING FOR PACKAGES | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $212,125 | 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 | $4,668 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,545 | 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 | $20,287 | 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 | $69,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,500 | 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 | $978,038 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTION POSTED IN 2024 | $1,354 |
| ROUNDING | $88 |
| WASH SALES | $2,621 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2022 TRANSACTION POSTED IN 2023 | $570 |
| ADJUSTMENT TO INCOME | $53 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $364 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $696 | $696 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $305 | $305 | $0 |