FIRST BUSINESS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FIRST BUSINESS CHARITABLE FOUNDATION INC (EIN 42-1614475)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202341329349103164
- Schema version
- 2022v5.0
- 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 | 2023-05-12T13:00:39-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONNA S GIKAS | PreparerPersonNm |
| PTIN | P01451693 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2023-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,217,418 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $125,855 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $321 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $321 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,483 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,185 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,943 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $357,065 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,943 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $165,602 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,449 | 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 | $1,897 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $421 | 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 | $3,897 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,421 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $201,753 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $201,753 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,421 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $202,753 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,028 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $115,315 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $148,160 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $148,160 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,076,058 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,003,083 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,069,258 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,191,373 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,151,243 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,217,418 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,191,373 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,151,243 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,191,373 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,151,243 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,191,373 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,151,243 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,191,373 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,048 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,151,325 | SubtotalAmt |
| Other Decreases | $82 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,151,243 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 21. ISHARES RUSSELL 1000 VALUE ETF | 2019-01-25 | 2022-04-08 | $3,515 | $2,483 | $1,032 | $1,032 |
| 121. ISHARES RUSSELL 1000 GROWTH ETF | 2020-11-10 | 2022-04-08 | $32,833 | $24,650 | $8,183 | $8,183 |
| 516. ISHARES EDGE MSCI USA MOMENTUM FCTR ETF | 2020-11-17 | 2022-04-08 | $84,962 | $61,309 | $23,653 | $23,653 |
| 33. VANGUARD TOTAL STOCK MARKET ETF | 2014-01-03 | 2022-04-08 | $7,449 | $3,148 | $4,301 | $4,301 |
| 148.815 BAIRD INTERMEDIATE BOND INST | 2022-04-11 | 2022-06-27 | $1,534 | $1,570 | -$36 | -$36 |
| 724.124 BAIRD INTERMEDIATE BOND INST | 2021-01-12 | 2022-06-27 | $7,466 | $8,422 | -$956 | -$956 |
| 372.228 BAIRD AGGREGATE BOND INST | 2022-04-12 | 2022-06-27 | $3,693 | $3,860 | -$167 | -$167 |
| 272.933 BAIRD AGGREGATE BOND INST | 2021-01-14 | 2022-06-27 | $2,708 | $3,185 | -$477 | -$477 |
| 94.086 PARAMETRIC COMMODITY STRATEGY INST | 2022-04-12 | 2022-06-27 | $700 | $752 | -$52 | -$52 |
| 37. ISHARES CORE US AGGREGATE BOND | 2022-04-08 | 2022-06-27 | $3,725 | $3,882 | -$157 | -$157 |
| 106. ISHARES CORE US AGGREGATE BOND | 2021-01-12 | 2022-06-27 | $10,670 | $12,383 | -$1,713 | -$1,713 |
| 1. ISHARES RUSSELL 1000 VALUE ETF | 2019-01-25 | 2022-06-27 | $149 | $118 | $31 | $31 |
| 5. ISHARES CORE S&P SMALL-CAP ETF | 2022-04-08 | 2022-06-27 | $476 | $524 | -$48 | -$48 |
| 5. ISHARES CORE MSCI EMERGING MARKETS ETF | 2022-04-08 | 2022-06-27 | $249 | $277 | -$28 | -$28 |
| 24. ISHARES CORE DIVIDEND GROWTH | 2022-04-08 | 2022-06-27 | $1,166 | $1,285 | -$119 | -$119 |
| 376.147 WESTERN ASSET CORE PLUS BOND IS | 2022-04-14 | 2022-06-27 | $3,690 | $3,919 | -$229 | -$229 |
| 324.519 BAIRD INTERMEDIATE BOND INST | 2021-01-12 | 2022-08-19 | $3,375 | $3,774 | -$399 | -$399 |
| 335.154 BAIRD AGGREGATE BOND INST | 2021-01-14 | 2022-08-19 | $3,375 | $3,911 | -$536 | -$536 |
| 85.02 PARAMETRIC COMMODITY STRATEGY INST | 2022-04-12 | 2022-08-19 | $630 | $679 | -$49 | -$49 |
| 66. ISHARES CORE US AGGREGATE BOND | 2021-01-12 | 2022-08-19 | $6,733 | $7,710 | -$977 | -$977 |
| 5. ISHARES CORE S&P MID-CAP ETF | 2022-04-08 | 2022-08-19 | $1,290 | $1,310 | -$20 | -$20 |
| 9. ISHARES RUSSELL 1000 VALUE ETF | 2019-01-25 | 2022-08-19 | $1,427 | $1,064 | $363 | $363 |
| 6. ISHARES RUSSELL 1000 GROWTH ETF | 2017-06-13 | 2022-08-19 | $1,514 | $718 | $796 | $796 |
| 17. ISHARES CORE S&P SMALL-CAP ETF | 2022-04-08 | 2022-08-19 | $1,774 | $1,780 | -$6 | -$6 |
| 68. ISHARES CORE MSCI EAFE ETF | 2022-04-08 | 2022-08-19 | $4,155 | $4,679 | -$524 | -$524 |
| 21. ISHARES CORE MSCI EMERGING MARKETS ETF | 2022-04-08 | 2022-08-19 | $1,029 | $1,165 | -$136 | -$136 |
| 36. ISHARES CORE DIVIDEND GROWTH | 2022-04-08 | 2022-08-19 | $1,880 | $1,928 | -$48 | -$48 |
| 10. VANGUARD REAL ESTATE ETF | 2022-04-08 | 2022-08-19 | $995 | $1,099 | -$104 | -$104 |
| 30. VANGUARD TOTAL STOCK MARKET ETF | 2014-01-03 | 2022-08-19 | $6,364 | $2,862 | $3,502 | $3,502 |
| 311.953 WESTERN ASSET CORE PLUS BOND IS | 2022-04-14 | 2022-08-19 | $3,123 | $3,250 | -$127 | -$127 |
| 25.21 WESTERN ASSET CORE PLUS BOND IS | 2021-01-12 | 2022-08-19 | $252 | $312 | -$60 | -$60 |
| 253.036 BAIRD INTERMEDIATE BOND INST | 2021-01-12 | 2022-11-04 | $2,500 | $2,937 | -$437 | -$437 |
| 124.461 BAIRD AGGREGATE BOND INST | 2021-01-14 | 2022-11-04 | $1,155 | $1,452 | -$297 | -$297 |
| 79.343 PARAMETRIC COMMODITY STRATEGY INST | 2022-04-12 | 2022-11-04 | $580 | $634 | -$54 | -$54 |
| 25. ISHARES CORE US AGGREGATE BOND | 2021-01-12 | 2022-11-04 | $2,356 | $2,920 | -$564 | -$564 |
| 5. ISHARES CORE S&P MID-CAP ETF | 2022-04-08 | 2022-11-04 | $1,184 | $1,310 | -$126 | -$126 |
| 9. ISHARES CORE S&P MID-CAP ETF | 2018-10-12 | 2022-11-04 | $2,131 | $1,678 | $453 | $453 |
| 15. ISHARES RUSSELL 1000 VALUE ETF | 2019-01-25 | 2022-11-04 | $2,207 | $1,773 | $434 | $434 |
| 42. ISHARES CORE S&P SMALL-CAP ETF | 2022-04-08 | 2022-11-04 | $3,977 | $4,399 | -$422 | -$422 |
| 45. ISHARES CORE MSCI EAFE ETF | 2022-04-08 | 2022-11-04 | $2,546 | $3,097 | -$551 | -$551 |
| 70. ISHARES CORE DIVIDEND GROWTH | 2022-04-08 | 2022-11-04 | $3,355 | $3,748 | -$393 | -$393 |
| 30. VANGUARD TOTAL STOCK MARKET ETF | 2022-06-28 | 2022-11-04 | $5,593 | $5,838 | -$245 | -$245 |
| 3. VANGUARD TOTAL STOCK MARKET ETF | 2014-01-03 | 2022-11-04 | $559 | $286 | $273 | $273 |
| 264.648 BAIRD INTERMEDIATE BOND INST | 2020-05-12 | 2022-11-22 | $2,665 | $3,059 | -$394 | -$394 |
| 277.605 BAIRD AGGREGATE BOND INST | 2021-01-14 | 2022-11-22 | $2,665 | $3,240 | -$575 | -$575 |
| 68.306 PARAMETRIC COMMODITY STRATEGY INST | 2022-04-12 | 2022-11-22 | $500 | $546 | -$46 | -$46 |
| 55. ISHARES CORE US AGGREGATE BOND | 2021-01-12 | 2022-11-22 | $5,349 | $6,425 | -$1,076 | -$1,076 |
| 4. ISHARES CORE S&P MID-CAP ETF | 2018-10-12 | 2022-11-22 | $1,009 | $746 | $263 | $263 |
| 7. ISHARES RUSSELL 1000 VALUE ETF | 2019-01-25 | 2022-11-22 | $1,092 | $828 | $264 | $264 |
| 5. ISHARES RUSSELL 1000 GROWTH ETF | 2022-06-27 | 2022-11-22 | $1,125 | $1,142 | -$17 | -$17 |
| 11. ISHARES CORE S&P SMALL-CAP ETF | 2022-04-08 | 2022-11-22 | $1,101 | $1,152 | -$51 | -$51 |
| 3. ISHARES CORE S&P SMALL-CAP ETF | 2018-06-25 | 2022-11-22 | $300 | $253 | $47 | $47 |
| 6. ISHARES CORE MSCI EAFE ETF | 2022-04-08 | 2022-11-22 | $368 | $413 | -$45 | -$45 |
| 48. ISHARES CORE MSCI EAFE ETF | 2021-03-31 | 2022-11-22 | $2,942 | $3,472 | -$530 | -$530 |
| 18. ISHARES CORE MSCI EMERGING MARKETS ETF | 2022-04-08 | 2022-11-22 | $832 | $998 | -$166 | -$166 |
| 29. ISHARES CORE DIVIDEND GROWTH | 2022-04-08 | 2022-11-22 | $1,488 | $1,553 | -$65 | -$65 |
| 9. VANGUARD REAL ESTATE ETF | 2022-04-08 | 2022-11-22 | $774 | $986 | -$212 | -$212 |
| 25. VANGUARD TOTAL STOCK MARKET ETF | 2014-01-03 | 2022-11-22 | $4,973 | $2,385 | $2,588 | $2,588 |
| 283.511 WESTERN ASSET CORE PLUS BOND IS | 2021-01-12 | 2022-11-22 | $2,665 | $3,507 | -$842 | -$842 |
| 10091.626 WESTERN ASSET CORE PLUS BOND IS | 2021-01-12 | 2022-12-21 | $96,173 | $117,337 | -$21,164 | -$21,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,943 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $529 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $529 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $529 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $693 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $693 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $164 | OverpaymentAmt |
| Applied To ES Tax | $164 | 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 | $143,063 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,009 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $186,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $186,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,791 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $183,281 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,164 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,164 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $529 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $529 | TotalTaxAmt |
| Distributable Before Adj | $8,635 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,635 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,635 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $202,753 | 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 | $202,753 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,635 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,558 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,679 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,018 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $123,551 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $93,980 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $372,786 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $202,753 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,635 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $194,118 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $566,904 | 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 | $31,558 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $535,346 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,679 | ExcessFromYear4Amt |
| Excess From Year3 | $64,018 | ExcessFromYear3Amt |
| Excess From Year2 | $123,551 | ExcessFromYear2Amt |
| Excess From Year1 | $93,980 | ExcessFromYear1Amt |
| Excess From Current Year | $194,118 | 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 (42 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 |
|---|---|---|---|---|---|---|---|---|
| ST MARY'S FOUNDATION | ||||||||
| 700 S PARK ST | MADISON | WI | 53713 | NONE | PUBLIC | GENERAL SUPPORT | $500 | |
| FOX CITY PERFORMING ARTS | ||||||||
| 400 W COLLEGE AVE | APPLETON | WI | 54911 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| MADISON COLLEGE FOUNDATION | ||||||||
| PO BOX 419 | DE FOREST | WI | 53532 | NONE | PUBLIC | GENERAL SUPPORT- PAYMENT 2 | $15,000 | SCHOLARS OF PROMISE |
| AMERICAN CANCER SOCIETY INC | ||||||||
| PO BOX 902 | PEWAUKEE | WI | 53072 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $4,350 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 733 THIRD AVE | NEW YORK | NY | 100173211 | NONE | PUBLIC | GENERAL SUPPORT | $300 | |
| RIVER FOOD PANTRY | ||||||||
| 2201 DARWIN RD | MADISON | WI | 53704 | NONE | PC | FOOD PANTRY | $1,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 14956 N 140TH AVE | SUNRISE | AZ | 85379 | NONE | PUBLIC | GENERAL SUPPORT | $12,400 | |
| OPERATION FRESH START | ||||||||
| 1925 WINNEBAGO ST | MADISON | WI | 53704 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| NEW NORTH INC | ||||||||
| 2740 W MASON STREET | GREEN BAY | WI | 54301 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| PECATONICA AREA FOOD PANTRY | ||||||||
| PO BOX 138 | BLANCHARDVILLE | WI | 53516 | NONE | PC | FOOD PANTRY | $1,000 | |
| MILWAUKEE FILM INC | ||||||||
| 100 E WISCONSIN AVE | MILWAUKEE | WI | 53202 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| FRIENDS OF CABONE CANCER CENTER INC | ||||||||
| 25174 RYELAND STREET | FITCHBURG | WI | 53711 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| AGRACE HOSPICECARE INC | ||||||||
| 5395 E CHERYL PKWY | FITCHBURG | WI | 53711 | NONE | SO I | CARE FOR ALL CAMPAIGN-PMT 2 | $10,000 | |
| YMCA OF FOX CITIES | ||||||||
| 218 E LAWRENCE ST | APPLETON | WI | 54911 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY OF DANE COUNTY | ||||||||
| PO BOX 7548 | MADISON | WI | 537077548 | NONE | PC | PROGRAM SUPPORT | $34,200 | |
| SOCIETY OF ST VINCENT DEPAUL | ||||||||
| 1109 JONATHON DR PO BOX 259686 | MADISON | WI | 537133230 | NONE | GROUP | FOOD PANTRY | $1,000 | |
| UNITED WAY FOX CITIES INC | ||||||||
| 1455 MIDWAY RD | MENASHA | WI | 549521223 | NONE | PC | PROGRAM SUPPORT | $4,320 | |
| WISCONSIN HISTORY FOUNDATION INC | ||||||||
| 816 STATE STREET PO BOX 260050 | MADISON | WI | 53726 | NONE | PC | PROGRAM SUPPORT-PMT 4 OF 5 | $5,000 | |
| BIG BROTHERS AND SISTERS OF DANE | ||||||||
| 2059 ATWOOD AVENUE | MADISON | WI | 53704 | NONE | PUBLIC | GENERAL SUPPORT | $500 | COUNTY |
| URBAN LEAGUE OF GREATER | ||||||||
| 151 E GORHAM STREET | MADISON | WI | 53703 | NONE | PUBLIC | GENERAL PURPOSE | $20,000 | MADISON INC |
| NEXT DOOR FOUNDATION INC | ||||||||
| 2545 NORTH 29TH STREET | MILWAUKEE | WI | 53210 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| DOMESTIC ABUSE INTERVENTION SERVICE | ||||||||
| P O BOX 1761 | MADISON | WI | 53701 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 | |
| BEAVER DAM HOCKEY ASSOCIATION | ||||||||
| PO BOX 86 | BEAVER DAM | WI | 53916 | NONE | PC | GENERAL SUPPORT | $250 | |
| 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 2 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 | |
| GIFT OF ADOPTION FUND INC | ||||||||
| PO BOX 567 | TECHNY | IL | 60082 | NONE | GROUP | PROGRAM SUPPORT-GATHER FOR | $1,000 | |
| 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 | $1,000 | |
| 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 | $2,000 | |
| MADISON PUBLIC SCHOOLS FOUNDATION INC | ||||||||
| 101 NOB HILL RD SUITE 300 | MADISON | WI | 53713 | NONE | PUBLIC | COMMUNITY SCHOOLS GRANT-PMT | $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 PAYMENT 1 | $33,333 | FOUNDATION |
| WISCONSIN CHAMBER ORCHESTRA | ||||||||
| 321 E MAIN ST | MADISON | WI | 53703 | NONE | PC | FAMILY SERIES CONTRIBUTION | $2,500 | |
| KANSAS CITY FRIENDS OF ALVIN ALLEY | ||||||||
| 1714 EAST 18TH STREET | KANSAS CITY | MO | 64108 | NONE | PUBLIC | GENERAL SUPPORT | $500 | |
| BADGER PRAIRIE NEEDS NETWORK INC | ||||||||
| 1200 E VERONA AVE | VERONA | WI | 53593 | NONE | PC | FOOD PANTRY | $1,100 | |
| ISLANDS OF BRILLIANCE INC | ||||||||
| 415 E MENOMONEE STREET | MILWAUKEE | WI | 53202 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| DOYENNE GROUP INC | ||||||||
| PO BOX 5510 | MADISON | WI | 537050510 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| START AT ZERO | ||||||||
| 5508 TROOST | KANSAS CITY | WI | 64110 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $201,753 | 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 | $321 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,483 | 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 | $10,943 | 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 | $39,747 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,747 | 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 | $125,855 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING OF INCOME | Desc |
| Amt | $82 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $783 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $693 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $368 | $368 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $53 | $53 | $0 |
Comments