FIRST BUSINESS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FIRST BUSINESS CHARITABLE FOUNDATION INC (EIN 42-1614475)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202241329349102164
- Schema version
- 2021v4.1
- 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 | 2022-05-12T11:00:24-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 6082325970 | 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 | 6082325970 | PhoneNum |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONNA S GIKAS | PreparerPersonNm |
| PTIN | P01451693 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2022-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,517,959 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $91,705 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,905 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,905 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,759 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $190,567 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,759 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $173,388 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,683 | 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 | $234 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $178 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,234 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,178 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $164,558 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $164,558 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $166,792 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,178 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,558 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,505 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $134,702 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $115,315 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $115,315 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,050,316 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,076,058 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,402,644 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,185,018 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,191,373 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,517,959 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,185,018 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,191,373 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,185,018 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,191,373 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,185,018 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,191,373 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,185,018 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,596 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,191,614 | SubtotalAmt |
| Other Decreases | $241 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,191,373 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 47. ISHARES CORE S&P MID-CAP ETF | 2018-10-12 | 2021-03-16 | $12,462 | $8,761 | $3,701 | $3,701 | |
| 248. ISHARES CORE S&P SMALL-CAP ETF | 2018-06-25 | 2021-03-16 | $28,066 | $20,875 | $7,191 | $7,191 | |
| 89. ISHARES EDGE MSCI MIN VOL EAFE ETF | 2021-01-13 | 2021-03-31 | $6,509 | $6,610 | -$101 | -$101 | |
| 888. ISHARES EDGE MSCI MIN VOL EAFE ETF | 2020-03-17 | 2021-03-31 | $64,940 | $51,798 | $13,142 | $13,142 | |
| 15. ISHARES RUSSELL 1000 VALUE ETF | 2019-01-25 | 2021-10-25 | $2,480 | $1,773 | $707 | $707 | |
| 17. ISHARES RUSSELL 1000 GROWTH ETF | 2018-02-12 | 2021-10-25 | $4,974 | $2,317 | $2,657 | $2,657 | |
| 20. ISHARES EDGE MSCI USA MOMENTUM FCTR ETF | 2020-03-24 | 2021-10-25 | $3,796 | $1,982 | $1,814 | $1,814 | |
| 45. ISHARES CORE MSCI EAFE ETF | 2018-06-25 | 2021-10-25 | $3,435 | $2,844 | $591 | $591 | |
| 17. ISHARES CORE MSCI EMERGING MARKETS ETF | 2020-11-05 | 2021-10-25 | $1,088 | $972 | $116 | $116 | |
| 100. VANGUARD TOTAL STOCK MARKET ETF | 2014-01-03 | 2021-10-25 | $23,555 | $9,540 | $14,015 | $14,015 | |
| 24.229 BAIRD INTERMEDIATE BOND INST | 2021-01-12 | 2021-12-07 | $275 | $282 | -$7 | -$7 | |
| 62.665 BAIRD AGGREGATE BOND INST | 2021-01-14 | 2021-12-07 | $715 | $731 | -$16 | -$16 | |
| 37. ISHARES CORE US AGGREGATE BOND | 2021-01-12 | 2021-12-07 | $4,241 | $4,322 | -$81 | -$81 | |
| 15. ISHARES RUSSELL 1000 VALUE ETF | 2019-01-25 | 2021-12-07 | $2,470 | $1,773 | $697 | $697 | |
| 40. ISHARES RUSSELL 1000 GROWTH ETF | 2020-11-17 | 2021-12-07 | $12,158 | $9,071 | $3,087 | $3,087 | |
| 99.832 WESTERN ASSET CORE PLUS BOND IS | 2021-01-12 | 2021-12-07 | $1,190 | $1,235 | -$45 | -$45 | |
| 132.626 BAIRD INTERMEDIATE BOND INST | 2021-01-12 | 2021-12-20 | $1,500 | $1,542 | -$42 | -$42 | |
| 149.123 BAIRD AGGREGATE BOND INST | 2021-01-14 | 2021-12-20 | $1,700 | $1,740 | -$40 | -$40 | |
| 151.134 WESTERN ASSET CORE PLUS BOND IS | 2021-01-12 | 2021-12-20 | $1,800 | $1,870 | -$70 | -$70 | |
| 50. VANGUARD TOTAL STOCK MARKET ETF | 2014-01-03 | 2021-12-22 | $11,834 | $4,770 | $7,064 | $7,064 | |
| CAPITAL GAIN DIVIDENDS | $1,379 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,379 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,379 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,379 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,379 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,379 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,379 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,379 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,379 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,379 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,379 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,379 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,379 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,379 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,379 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,379 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,379 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,379 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,379 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,379 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,759 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,119 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,119 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,119 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $336 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $336 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $783 | 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 | Ed Sloane VP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082325970 | 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 and Director | 1 | $0 |
| Ed Sloane | ||||||
| 401 Charmany Drive | Madison | WI | 53719 | Vice President & Treasurer | 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 | $1,433,063 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,009 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,476,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,476,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,453,931 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,697 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,697 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,119 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,119 | TotalTaxAmt |
| Distributable Before Adj | $71,578 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $71,578 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $71,578 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,558 | 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 | $165,558 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,578 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,008 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $31,558 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $59,679 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $64,018 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $123,551 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $328,814 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $165,558 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,578 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $93,980 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $422,794 | 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 | $50,008 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $372,786 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,558 | ExcessFromYear4Amt |
| Excess From Year3 | $59,679 | ExcessFromYear3Amt |
| Excess From Year2 | $64,018 | ExcessFromYear2Amt |
| Excess From Year1 | $123,551 | ExcessFromYear1Amt |
| Excess From Current Year | $93,980 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Ed Sloane 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 | 6082325970 | 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 (35 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 |
|---|---|---|---|---|---|---|---|---|
| SECUREFUTURES FOUNDATION INC | ||||||||
| 710 PLANKINTON AVE STE 1400 | MILWAUKEE | WI | 53203 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 6737 W WASHINGTON STSUITE 2100 | MILWAUKEE | WI | 53214 | NONE | PC | KOLESARIS MAN AND WOMAN OF | $500 | |
| THE MICHAEL J FOX FOUNDATION FOR | ||||||||
| GRAND CENTRAL STATIONPO BOX 4777 | NEW YORK | NY | 10163 | NONE | PC | PROGRAM SUPPORT-MEMORY OF R | $250 | PARKINSONS RESEARCH |
| RIVER FOOD PANTRY | ||||||||
| 2201 DARWIN RD | MADISON | WI | 53704 | NONE | PC | FOOD PANTRY | $1,000 | |
| PECATONICA AREA FOOD PANTRY | ||||||||
| PO BOX 138 | BLANCHARDVILLE | WI | 53516 | NONE | PC | FOOD PANTRY | $1,000 | |
| MADISON COLLEGE FOUNDATION | ||||||||
| 3591 ANDERSON STREET SUITE 203A | MADISON | WI | 53703 | NONE | PC | STAND BY JACK CAMPAIGN-PMT | $20,000 | |
| AGRACE HOSPICECARE INC | ||||||||
| 5395 E CHERYL PKWY | FITCHBURG | WI | 53711 | NONE | SO I | CARE FOR ALL CAMPAIGN-PMT 1 | $10,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | NONE | PC | ALZHEIMERS DISEASE RESEARCH | $100 | ALZHEIMERS DISEASE RESEARCH CTR |
| YMCA OF FOX CITIES | ||||||||
| 218 E LAWRENCE ST | APPLETON | WI | 54911 | NONE | PC | PROGRAM SUPPORT | $1,250 | |
| SSND MMU MCH VENTURE INC | ||||||||
| 9525 W BURLEIGH | MILWAUKEE | WI | 53225 | NONE | PC | PROGRAM SUPPORT | $7,500 | |
| SALVATION ARMY WISCONSIN & UPPER MICH | ||||||||
| 3030 DARBO DR | MADISON | WI | 53714 | NONE | PC | FOOD PANTRY | $1,000 | |
| LUTHERAN SOCIAL SERVICES OF | ||||||||
| 6737 N WASHINGTON STREET SUITE 2275 | WEST ALLIS | WI | 53214 | NONE | PC | PROGRAM SUPPORT | $10,000 | WISCONSIN AND UPPER MICHIGAN |
| UNITED WAY OF DANE COUNTY | ||||||||
| PO BOX 7548 | MADISON | WI | 537077548 | NONE | PC | PROGRAM SUPPORT | $39,150 | |
| 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 | $4,491 | |
| WISCONSIN HISTORY FOUNDATION INC | ||||||||
| 816 STATE STREET PO BOX 260050 | MADISON | WI | 53726 | NONE | PC | PROGRAM SUPPORT-PMT 3 OF 5 | $5,000 | |
| NEIGHBORWORKS GREEN BAY | ||||||||
| 437 S JACKSON STREET | GREEN BAY | WI | 54301 | NONE | PC | PROGRAM SUPPORT | $300 | |
| ST JAMES LUTHERAN CHURCH | ||||||||
| 427 S MAIN ST | VERONA | WI | 53593 | NONE | PC | PROGRAM SUPPORT-MEMORY OF B | $100 | |
| 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 1 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 | |
| APPLETON EDUCATIONAL FOUNDATION INC | ||||||||
| 122 E COLLEGE AVE STE 1B | APPLETON | WI | 54911 | NONE | PC | APPLETON TECH ACADEMY | $1,667 | |
| GOODMAN COMMUNITY CENTER INC | ||||||||
| 214 WAUBESA ST | MADISON | WI | 53704 | NONE | PC | FOOD PANTRY | $1,000 | |
| BOYS AND GIRLS CLUB OF DANE COUNTY INC | ||||||||
| 1818 WEST BELTLINE HIGHWAY | MADISON | WI | 53713 | NONE | PC | SUN PRAIRIE ROOM-PMT 2 OF 4 | $5,000 | |
| LUSSIER COMMUNITY EDUCATION CENTER INC | ||||||||
| 55 S GAMMON RD | MADISON | WI | 53717 | NONE | PC | FOOD PANTRY | $1,000 | |
| 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 | GENERAL SUPPORT | $25,000 | FOUNDATION |
| BADGER PRAIRIE NEEDS NETWORK INC | ||||||||
| 1200 E VERONA AVE | VERONA | WI | 53593 | NONE | PC | FOOD PANTRY | $1,000 | |
| FRIENDS OF SERVICE OF HEROES | ||||||||
| 13902 W 108TH STREET | LENEXA | KS | 66215 | NONE | PC | FINANCIAL LITERACY PROGRAM | $750 | |
| MAYDM INC | ||||||||
| 3330 UNIVERSITY AVE STE 202 | MADISON | WI | 53705 | NONE | PC | CORPORATE BLACK | $7,500 | |
| FAIRWAYCARES INC | ||||||||
| 4750 S BILTMORE LANE | MADISON | WI | 53718 | NONE | PC | PACING FOR PACKAGES | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $164,558 | 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 | $19 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,905 | 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 | $55,759 | 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 | $81,683 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,683 | 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 | $91,705 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TIMING OF INCOME | $238 |
| ROUNDING | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $56 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $138 | $138 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $40 | $40 | $0 |