2023-05-12T13:00:39-05:00 2022-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990PF 2022-01-01 421614475 FIRST BUSINESS CHARITABLE FOUNDATION INC FIRS 6082325977 401 CHARMANY DRIVE MADISON WI 53719 FIRST BUSINESS BANK TRUSTEE 6082325977 2023-05-11 true false DONNA S GIKAS P01451693 3128792000 2023-05-11 2022 2023-04-26 12:10:37Z X 1217418 125855 321 321 28483 28185 10943 357065 10943 0 165602 39449 2000 1000 1000 0 0 0 0 0 0 0 0 1897 421 0 0 0 0 0 0 0 3897 1421 0 1000 201753 201753 205650 1421 0 202753 -40048 38028 0 115315 148160 148160 0 0 0 1076058 1003083 1069258 1191373 1151243 1217418 0 X 1191373 1151243 1191373 1151243 1191373 1151243 1191373 -40048 0 1151325 82 1151243 21. ISHARES RUSSELL 1000 VALUE ETF 2019-01-25 2022-04-08 3515 2483 1032 1032 121. ISHARES RUSSELL 1000 GROWTH ETF 2020-11-10 2022-04-08 32833 24650 8183 8183 516. ISHARES EDGE MSCI USA MOMENTUM FCTR ETF 2020-11-17 2022-04-08 84962 61309 23653 23653 33. VANGUARD TOTAL STOCK MARKET ETF 2014-01-03 2022-04-08 7449 3148 4301 4301 148.815 BAIRD INTERMEDIATE BOND INST 2022-04-11 2022-06-27 1534 1570 -36 -36 724.124 BAIRD INTERMEDIATE BOND INST 2021-01-12 2022-06-27 7466 8422 -956 -956 372.228 BAIRD AGGREGATE BOND INST 2022-04-12 2022-06-27 3693 3860 -167 -167 272.933 BAIRD AGGREGATE BOND INST 2021-01-14 2022-06-27 2708 3185 -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 3725 3882 -157 -157 106. ISHARES CORE US AGGREGATE BOND 2021-01-12 2022-06-27 10670 12383 -1713 -1713 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 1166 1285 -119 -119 376.147 WESTERN ASSET CORE PLUS BOND IS 2022-04-14 2022-06-27 3690 3919 -229 -229 324.519 BAIRD INTERMEDIATE BOND INST 2021-01-12 2022-08-19 3375 3774 -399 -399 335.154 BAIRD AGGREGATE BOND INST 2021-01-14 2022-08-19 3375 3911 -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 6733 7710 -977 -977 5. ISHARES CORE S&P MID-CAP ETF 2022-04-08 2022-08-19 1290 1310 -20 -20 9. ISHARES RUSSELL 1000 VALUE ETF 2019-01-25 2022-08-19 1427 1064 363 363 6. ISHARES RUSSELL 1000 GROWTH ETF 2017-06-13 2022-08-19 1514 718 796 796 17. ISHARES CORE S&P SMALL-CAP ETF 2022-04-08 2022-08-19 1774 1780 -6 -6 68. ISHARES CORE MSCI EAFE ETF 2022-04-08 2022-08-19 4155 4679 -524 -524 21. ISHARES CORE MSCI EMERGING MARKETS ETF 2022-04-08 2022-08-19 1029 1165 -136 -136 36. ISHARES CORE DIVIDEND GROWTH 2022-04-08 2022-08-19 1880 1928 -48 -48 10. VANGUARD REAL ESTATE ETF 2022-04-08 2022-08-19 995 1099 -104 -104 30. VANGUARD TOTAL STOCK MARKET ETF 2014-01-03 2022-08-19 6364 2862 3502 3502 311.953 WESTERN ASSET CORE PLUS BOND IS 2022-04-14 2022-08-19 3123 3250 -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 2500 2937 -437 -437 124.461 BAIRD AGGREGATE BOND INST 2021-01-14 2022-11-04 1155 1452 -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 2356 2920 -564 -564 5. ISHARES CORE S&P MID-CAP ETF 2022-04-08 2022-11-04 1184 1310 -126 -126 9. ISHARES CORE S&P MID-CAP ETF 2018-10-12 2022-11-04 2131 1678 453 453 15. ISHARES RUSSELL 1000 VALUE ETF 2019-01-25 2022-11-04 2207 1773 434 434 42. ISHARES CORE S&P SMALL-CAP ETF 2022-04-08 2022-11-04 3977 4399 -422 -422 45. ISHARES CORE MSCI EAFE ETF 2022-04-08 2022-11-04 2546 3097 -551 -551 70. ISHARES CORE DIVIDEND GROWTH 2022-04-08 2022-11-04 3355 3748 -393 -393 30. VANGUARD TOTAL STOCK MARKET ETF 2022-06-28 2022-11-04 5593 5838 -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 2665 3059 -394 -394 277.605 BAIRD AGGREGATE BOND INST 2021-01-14 2022-11-22 2665 3240 -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 5349 6425 -1076 -1076 4. ISHARES CORE S&P MID-CAP ETF 2018-10-12 2022-11-22 1009 746 263 263 7. ISHARES RUSSELL 1000 VALUE ETF 2019-01-25 2022-11-22 1092 828 264 264 5. ISHARES RUSSELL 1000 GROWTH ETF 2022-06-27 2022-11-22 1125 1142 -17 -17 11. ISHARES CORE S&P SMALL-CAP ETF 2022-04-08 2022-11-22 1101 1152 -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 2942 3472 -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 1488 1553 -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 4973 2385 2588 2588 283.511 WESTERN ASSET CORE PLUS BOND IS 2021-01-12 2022-11-22 2665 3507 -842 -842 10091.626 WESTERN ASSET CORE PLUS BOND IS 2021-01-12 2022-12-21 96173 117337 -21164 -21164 10943 529 0 529 0 529 693 0 0 693 0 164 164 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 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 NONE 0 NONE 0 143063 43009 0 186072 0 0 186072 2791 183281 9164 9164 529 529 8635 0 8635 0 8635 202753 0 0 0 0 202753 8635 0 0 31558 59679 64018 123551 93980 372786 202753 0 0 0 8635 194118 0 0 566904 0 0 0 0 0 0 31558 535346 59679 64018 123551 93980 194118 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 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 5000 MADISON COLLEGE FOUNDATION SCHOLARS OF PROMISE PO BOX 419 DE FOREST WI 53532 NONE PUBLIC GENERAL SUPPORT- PAYMENT 2 15000 AMERICAN CANCER SOCIETY INC PO BOX 902 PEWAUKEE WI 53072 NONE PUBLIC CHARITY PROGRAM SUPPORT 4350 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 1000 BOY SCOUTS OF AMERICA 14956 N 140TH AVE SUNRISE AZ 85379 NONE PUBLIC GENERAL SUPPORT 12400 OPERATION FRESH START 1925 WINNEBAGO ST MADISON WI 53704 NONE PUBLIC GENERAL SUPPORT 1000 NEW NORTH INC 2740 W MASON STREET GREEN BAY WI 54301 NONE PUBLIC GENERAL SUPPORT 2500 PECATONICA AREA FOOD PANTRY PO BOX 138 BLANCHARDVILLE WI 53516 NONE PC FOOD PANTRY 1000 MILWAUKEE FILM INC 100 E WISCONSIN AVE MILWAUKEE WI 53202 NONE PUBLIC GENERAL SUPPORT 2500 FRIENDS OF CABONE CANCER CENTER INC 25174 RYELAND STREET FITCHBURG WI 53711 NONE PUBLIC GENERAL SUPPORT 10000 AGRACE HOSPICECARE INC 5395 E CHERYL PKWY FITCHBURG WI 53711 NONE SO I CARE FOR ALL CAMPAIGN-PMT 2 10000 YMCA OF FOX CITIES 218 E LAWRENCE ST APPLETON WI 54911 NONE PC PROGRAM SUPPORT 1000 UNITED WAY OF DANE COUNTY PO BOX 7548 MADISON WI 537077548 NONE PC PROGRAM SUPPORT 34200 SOCIETY OF ST VINCENT DEPAUL 1109 JONATHON DR PO BOX 259686 MADISON WI 537133230 NONE GROUP FOOD PANTRY 1000 UNITED WAY FOX CITIES INC 1455 MIDWAY RD MENASHA WI 549521223 NONE PC PROGRAM SUPPORT 4320 WISCONSIN HISTORY FOUNDATION INC 816 STATE STREET PO BOX 260050 MADISON WI 53726 NONE PC PROGRAM SUPPORT-PMT 4 OF 5 5000 BIG BROTHERS AND SISTERS OF DANE COUNTY 2059 ATWOOD AVENUE MADISON WI 53704 NONE PUBLIC GENERAL SUPPORT 500 URBAN LEAGUE OF GREATER MADISON INC 151 E GORHAM STREET MADISON WI 53703 NONE PUBLIC GENERAL PURPOSE 20000 NEXT DOOR FOUNDATION INC 2545 NORTH 29TH STREET MILWAUKEE WI 53210 NONE PUBLIC GENERAL SUPPORT 2500 DOMESTIC ABUSE INTERVENTION SERVICE P O BOX 1761 MADISON WI 53701 NONE PUBLIC GENERAL PURPOSE 1000 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 1000 SECOND HARVEST FOODBANK OF SOUTHERN WISCONSIN 2802 DAIRY DR MADISON WI 53718 N/A PC FOOD PANTRY 1000 THE GRAND OSHKOSH INC PO BOX 1004222 PEARL AVENUE OSHKOSH WI 54901 NONE PC PROGRAM SUPPORT-PMT 2 OF 5 5000 VOGEL FOUNDATION INC 2701 PACKERS AVE MADISON WI 53704 NONE PF SCHOOL SUPPLIES FOR KIDS 2000 MADISON PUBLIC LIBRARY FOUNDATION 210 W MIFFLIN ST MADISON WI 53703 NONE PC LIBRARY CAPITAL CAMPAIGN 2500 GIFT OF ADOPTION FUND INC PO BOX 567 TECHNY IL 60082 NONE GROUP PROGRAM SUPPORT-GATHER FOR 1000 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 BRYON RIESCH PARALYSIS FOUNDATION INC N14W23900 STONE RIDGE DRIVE WAUKESHA WI 531881135 NONE PC GENERAL SUPPORT 2500 SOUTH CENTRAL LIBRARY SYSTEM FOUNDATION 4610 SOUTH BILTMORE LANE SUITE 101 MADISON WI 537182153 NONE PUBLIC GENERAL SUPPORT 2000 MADISON PUBLIC SCHOOLS FOUNDATION INC 101 NOB HILL RD SUITE 300 MADISON WI 53713 NONE PUBLIC COMMUNITY SCHOOLS GRANT-PMT 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 PAYMENT 1 33333 WISCONSIN CHAMBER ORCHESTRA 321 E MAIN ST MADISON WI 53703 NONE PC FAMILY SERIES CONTRIBUTION 2500 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 1100 ISLANDS OF BRILLIANCE INC 415 E MENOMONEE STREET MILWAUKEE WI 53202 NONE PC PROGRAM SUPPORT 1500 DOYENNE GROUP INC PO BOX 5510 MADISON WI 537050510 NONE PC GENERAL SUPPORT 2500 START AT ZERO 5508 TROOST KANSAS CITY WI 64110 NONE PC GENERAL SUPPORT 2500 201753 14 321 14 28483 18 10943 39747 39747 false false false false false false false false false false X X 1 FIRST BUSINESS BANK 401 CHARMANY MADISON WI 53719 125855 X TIMING OF INCOME 82 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