2025-05-12T18:01:21-05:00 2024-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990PF 2024-01-01 421614475 FIRST BUSINESS CHARITABLE FOUNDATION INC FIRS 6082325977 401 CHARMANY DRIVE MADISON WI 53719 FIRST BUSINESS BANK TRUSTEE 6082325977 2025-05-01 true true TRAVIS A EASLEY P00843940 3128792000 2025-05-01 2024 2025-03-06 01:10:19Z X 2294753 61396 58591 -5458 139646 0 0 55938 58591 2000 1000 1000 0 0 0 0 0 0 1000 500 0 500 0 0 2014 762 0 0 0 0 0 0 0 5014 2262 0 1500 130049 130049 135063 2262 0 131549 -79125 56329 0 214582 46479 46479 0 0 0 1765269 1851488 2248274 1979851 1897967 2294753 0 X 1979851 1897967 1979851 1897967 1979851 1897967 1979851 -79125 1655 1902381 4414 1897967 6287.087 PIMCO TRENDS MANAGED FUTURES STRATEGY 2023-05-09 2024-12-02 64506 69547 -5041 -5041 265. ISHARES CORE US AGGREGATE BOND 2014-01-17 2024-12-03 26197 28319 -2122 -2122 117. JPMORGAN ULTRA-SHORT INCOME ETF 2023-05-23 2024-12-03 5896 5879 17 17 789.878 VICTORY SHORT-TERM TAXABLE BOND INST 2022-12-21 2024-12-03 7180 6904 276 276 105.678 ARISTOTLE FLOATING RATE INCOME I 2024-12-03 2024-12-17 1005 1005 129.469 BAIRD INTERMEDIATE BOND INST 2018-03-05 2024-12-17 1340 1402 -62 -62 163.673 PARAMETRIC COMMODITY STRATEGY INST 2024-12-03 2024-12-17 1061 1062 -1 -1 21. ISHARES CORE US AGGREGATE BOND 2024-01-03 2024-12-17 2058 2069 -11 -11 27. ISHARES CORE S&P MID-CAP ETF 2024-12-03 2024-12-17 1744 1809 -65 -65 10. ISHARES RUSSELL 1000 VALUE ETF 2024-12-03 2024-12-17 1888 1979 -91 -91 5. ISHARES RUSSELL 1000 GROWTH ETF 2023-06-01 2024-12-17 2084 1289 795 795 19. ISHARES CORE S&P SMALL-CAP ETF 2024-12-03 2024-12-17 2294 2391 -97 -97 74. ISHARES CORE MSCI EAFE ETF 2024-12-03 2024-12-17 5332 5502 -170 -170 40. ISHARES CORE MSCI EMERGING MARKETS ETF 2024-12-03 2024-12-17 2140 2184 -44 -44 42. ISHARES CORE DIVIDEND GROWTH 2024-12-03 2024-12-17 2622 2715 -93 -93 10. JPMORGAN ULTRA-SHORT INCOME ETF 2023-12-13 2024-12-17 505 503 2 2 126.534 PIMCO INCOME FUND INSTL 2024-12-03 2024-12-17 1340 1349 -9 -9 55.066 VICTORY SHORT-TERM TAXABLE BOND INST 2023-12-13 2024-12-17 500 488 12 12 29. VANGUARD TOTAL STOCK MARKET ETF 2024-12-03 2024-12-17 8688 8708 -20 -20 CAPITAL GAIN DIVIDENDS P 1266 CAPITAL GAIN DIVIDENDS P 1266 CAPITAL GAIN DIVIDENDS P 1266 CAPITAL GAIN DIVIDENDS P 1266 CAPITAL GAIN DIVIDENDS P 1266 CAPITAL GAIN DIVIDENDS P 1266 CAPITAL GAIN DIVIDENDS P 1266 CAPITAL GAIN DIVIDENDS P 1266 CAPITAL GAIN DIVIDENDS P 1266 CAPITAL GAIN DIVIDENDS P 1266 CAPITAL GAIN DIVIDENDS P 1266 CAPITAL GAIN DIVIDENDS P 1266 CAPITAL GAIN DIVIDENDS P 1266 CAPITAL GAIN DIVIDENDS P 1266 CAPITAL GAIN DIVIDENDS P 1266 CAPITAL GAIN DIVIDENDS P 1266 CAPITAL GAIN DIVIDENDS P 1266 CAPITAL GAIN DIVIDENDS P 1266 CAPITAL GAIN DIVIDENDS P 1266 -5458 783 0 783 0 783 888 0 0 888 0 105 105 0 false false false false false false false true true WI true false false false false true BRIAN SPIELMANN VP 6082325977 401 CHARMANY DRIVE MADISON WI 53719 false false false false true false false false false false false false false false false false false false false false false false First Business Bank 401 Charmany Drive Madison WI 53719 Trustee 1 2000 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 NONE 0 NONE 0 2164304 107373 0 2271677 0 0 2271677 34075 2237602 111880 111880 783 783 111097 0 111097 0 111097 131549 0 0 0 0 131549 111097 0 0 64018 123551 93980 194118 125907 601574 131549 0 0 0 111097 20452 0 0 622026 0 0 0 0 0 0 64018 558008 123551 93980 194118 125907 20452 Brian Spielmann VP 401 Charmany Drive Madison WI 53719 6082325977 By initial letter of inquiry with name of person whom the foundation should contact None Local organizations engaged in non-profit activities designed improve the economic and social well being of the community by First Business Financial Services, Inc The National Kidney Foundation Inc 30 EAST 33RD STREE New York NY 10016 NONE PC CHARITABLE PURPOSES 100 AMERICAN CANCER SOCIETY INC PO BOX 902 PEWAUKEE WI 53072 NONE PUBLIC CHARITY PROGRAM SUPPORT 4250 RIVER FOOD PANTRY 2201 DARWIN RD MADISON WI 53704 NONE PC FOOD PANTRY 1000 STOUGHTON HOSPITAL FOUNDATION INC 900 RIDGE ST STOUGHTON WI 53589 NONE PUBLIC CHARITY PROGRAM SUPPORT - PMT 2 OF 5000 PECATONICA AREA FOOD PANTRY PO BOX 138 BLANCHARDVILLE WI 53516 NONE PC FOOD PANTRY 1000 RECOVERY RESOURCES 4269 PEARL ROAD CLEVELAND OH 44109 NONE PC PROGRAM SUPPORT 500 EDGEWOOD COLLEGE 1000 EDGEWOOD COLLEGE DR MADISON WI 537111997 NONE PC PROGRAM SUPPORT 5000 YMCA of the Chippewa Valley 611 JEFFERSON AVE Chippewa Falls WI 54729 NONE PC CHARITABLE PURPOSES 2500 UNITED WAY OF DANE COUNTY PO BOX 7548 MADISON WI 537077548 NONE PC PROGRAM SUPPORT 35000 DISTRICT COUNCIL OF MADISON INC SOCIETY OF ST VINCENT DE PAUL 2033 FISH HATCHERY RD MADISON WI 53713 NONE PUBLIC CHARITY PROGRAM SUPPORT 1000 NORD CENTER 6140 S BROADWAY LORAIN OH 44053 NONE PC PROGRAM SUPPORT 500 Madison Area Rehab Centers MARC Corporate Office and Foundation 901 POST ROAD Madison WI 537133260 NONE PC CHARITABLE PURPOSES 2500 MIDDLETON OUTREACH MINISTRY INC dba WayForward Resources 3502 PARMENTER STREET MIDDLETON WI 53562 NONE PC FOOD PANTRY 1000 SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN 2802 DAIRY DR MADISON WI 53718 N/A PC FOOD PANTRY 1000 COMMUNITY WORK SERVICES INC 1402 GREENWAY CROSS STE 200 Madison WI 53713 NONE PC CHARITABLE PURPOSES 1000 THE GRAND OSHKOSH INC PO BOX 1004222 PEARL AVENUE OSHKOSH WI 54901 NONE PC PROGRAM SUPPORT-PMT 4 OF 5 5000 VOGEL FOUNDATION INC 2701 PACKERS AVE MADISON WI 53704 NONE PF SCHOOL SUPPLIES FOR KIDS 2000 Our Next Generation Inc 3421 W LISBON AVE Milwaukee WI 53208 NONE PC CHARITABLE PURPOSES 2500 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 1000 APPLETON EDUCATIONAL FOUNDATION INC 122 E COLLEGE AVE STE 1B APPLETON WI 54911 NONE PUBLIC CHARITY PROGRAM SUPPORT - PMT 3 OF 1666 GOODMAN COMMUNITY CENTER INC 214 WAUBESA ST MADISON WI 53704 NONE PC FOOD PANTRY 1000 LUSSIER COMMUNITY EDUCATION CENTER INC 55 S GAMMON RD MADISON WI 53717 NONE PC FOOD PANTRY 1000 AGEBETTER INC 6209 MINERAL POINT RD MADISON WI 53705 NONE PUBLIC CHARITY PROGRAM SUPPORT 1500 SOUTH CENTRAL LIBRARY SYSTEM FOUNDATION 4610 SOUTH BILTMORE LANE SUITE 101 MADISON WI 537182153 NONE PUBLIC GENERAL SUPPORT 1500 MADISON PUBLIC SCHOOLS FOUNDATION INC 101 NOB HILL RD SUITE 300 MADISON WI 53713 NONE PUBLIC COMMUNITY SCHOOLS GRANT- 2500 REAP FOOD GROUP 306 E WILSON ST SUITE 2W MADISON WI 53703 NONE PC FOOD PANTRY 1000 UNIVERSITY OF WISCONSIN OSHKOSH FOUNDATION 625 PEARL AVE OSHKOSH WI 54901 NONE PC PROGRAM SUPPORT - PMT 3 OF 33333 WISCONSIN CHAMBER ORCHESTRA 321 E MAIN ST MADISON WI 53703 NONE PC FAMILY SERIES CONTRIBUTION 2500 WISCONSIN YOUTH SYMPHONY ORCHESTRAS INC 455 N PARK STREET MADISON WI 53706 NONE PUBLIC GENERAL SUPPORT 5000 BADGER PRAIRIE NEEDS NETWORK INC 1200 E VERONA AVE VERONA WI 53593 NONE PC FOOD PANTRY 1000 Saint Laurence Foundation Inc 5556 W 77TH ST Burbank IL 60459 NONE PC CHARITABLE PURPOSES 5000 WAUNAKEE ECUMENICAL BOARD INC 710 SOUTH ST WAUNAKEE WI 53597 NONE PUBLIC CHARITY PROGRAM SUPPORT 1000 130049 14 61396 18 -5458 55938 55938 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1000 500 500 2024 TRANSACTION POSTED IN 2025 1139 RETURN OF CAPITAL ADJUSTMENT 3275 2023 TRANSACTION POSTED IN 2024 1354 ADJUSTMENT TO INCOME 223 ROUNDING 78 FEDERAL TAX PAYMENT - PRIOR YE 364 0 0 FEDERAL ESTIMATES - PRINCIPAL 888 0 0 FOREIGN TAXES ON QUALIFIED FOR 616 616 0 FOREIGN TAXES ON NONQUALIFIED 146 146 0