2022-05-12T11:00:24-05:00 2021-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990PF 2021-01-01 421614475 FIRST BUSINESS CHARITABLE FOUNDATION INC FIRS 6082325970 401 CHARMANY DRIVE MADISON WI 53719 FIRST BUSINESS BANK TRUSTEE 6082325970 2022-05-10 true DONNA S GIKAS P01451693 3128792000 2022-05-10 2021 2022-09-23 18:48:47Z X 1517959 91705 19 19 25905 25905 55759 190567 55759 0 173388 81683 2000 1000 1000 0 0 0 0 0 0 0 0 234 178 0 0 0 0 0 0 0 2234 1178 0 1000 164558 164558 166792 1178 0 165558 6596 80505 0 134702 115315 115315 0 0 0 1050316 1076058 1402644 1185018 1191373 1517959 0 X 1185018 1191373 1185018 1191373 1185018 1191373 1185018 6596 0 1191614 241 1191373 47. ISHARES CORE S&P MID-CAP ETF 2018-10-12 2021-03-16 12462 8761 3701 3701 248. ISHARES CORE S&P SMALL-CAP ETF 2018-06-25 2021-03-16 28066 20875 7191 7191 89. ISHARES EDGE MSCI MIN VOL EAFE ETF 2021-01-13 2021-03-31 6509 6610 -101 -101 888. ISHARES EDGE MSCI MIN VOL EAFE ETF 2020-03-17 2021-03-31 64940 51798 13142 13142 15. ISHARES RUSSELL 1000 VALUE ETF 2019-01-25 2021-10-25 2480 1773 707 707 17. ISHARES RUSSELL 1000 GROWTH ETF 2018-02-12 2021-10-25 4974 2317 2657 2657 20. ISHARES EDGE MSCI USA MOMENTUM FCTR ETF 2020-03-24 2021-10-25 3796 1982 1814 1814 45. ISHARES CORE MSCI EAFE ETF 2018-06-25 2021-10-25 3435 2844 591 591 17. ISHARES CORE MSCI EMERGING MARKETS ETF 2020-11-05 2021-10-25 1088 972 116 116 100. VANGUARD TOTAL STOCK MARKET ETF 2014-01-03 2021-10-25 23555 9540 14015 14015 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 4241 4322 -81 -81 15. ISHARES RUSSELL 1000 VALUE ETF 2019-01-25 2021-12-07 2470 1773 697 697 40. ISHARES RUSSELL 1000 GROWTH ETF 2020-11-17 2021-12-07 12158 9071 3087 3087 99.832 WESTERN ASSET CORE PLUS BOND IS 2021-01-12 2021-12-07 1190 1235 -45 -45 132.626 BAIRD INTERMEDIATE BOND INST 2021-01-12 2021-12-20 1500 1542 -42 -42 149.123 BAIRD AGGREGATE BOND INST 2021-01-14 2021-12-20 1700 1740 -40 -40 151.134 WESTERN ASSET CORE PLUS BOND IS 2021-01-12 2021-12-20 1800 1870 -70 -70 50. VANGUARD TOTAL STOCK MARKET ETF 2014-01-03 2021-12-22 11834 4770 7064 7064 CAPITAL GAIN DIVIDENDS P 1379 CAPITAL GAIN DIVIDENDS P 1379 CAPITAL GAIN DIVIDENDS P 1379 CAPITAL GAIN DIVIDENDS P 1379 CAPITAL GAIN DIVIDENDS P 1379 CAPITAL GAIN DIVIDENDS P 1379 CAPITAL GAIN DIVIDENDS P 1379 CAPITAL GAIN DIVIDENDS P 1379 CAPITAL GAIN DIVIDENDS P 1379 CAPITAL GAIN DIVIDENDS P 1379 CAPITAL GAIN DIVIDENDS P 1379 CAPITAL GAIN DIVIDENDS P 1379 CAPITAL GAIN DIVIDENDS P 1379 CAPITAL GAIN DIVIDENDS P 1379 CAPITAL GAIN DIVIDENDS P 1379 CAPITAL GAIN DIVIDENDS P 1379 CAPITAL GAIN DIVIDENDS P 1379 CAPITAL GAIN DIVIDENDS P 1379 CAPITAL GAIN DIVIDENDS P 1379 CAPITAL GAIN DIVIDENDS P 1379 55759 1119 0 1119 0 1119 336 0 0 336 0 783 0 0 false false false false false false false true true WI true false false false false true Ed Sloane VP 6082325970 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 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 NONE 0 NONE 0 1433063 43009 0 1476072 0 0 1476072 22141 1453931 72697 72697 1119 1119 71578 0 71578 0 71578 165558 0 0 0 0 165558 71578 0 0 50008 31558 59679 64018 123551 328814 165558 0 0 0 71578 93980 0 0 422794 0 0 0 0 0 0 50008 372786 31558 59679 64018 123551 93980 Ed Sloane VP 401 Charmany Drive Madison WI 53719 6082325970 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 SECUREFUTURES FOUNDATION INC 710 PLANKINTON AVE STE 1400 MILWAUKEE WI 53203 NONE PC PROGRAM SUPPORT 2500 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 PARKINSONS RESEARCH GRAND CENTRAL STATIONPO BOX 4777 NEW YORK NY 10163 NONE PC PROGRAM SUPPORT-MEMORY OF R 250 RIVER FOOD PANTRY 2201 DARWIN RD MADISON WI 53704 NONE PC FOOD PANTRY 1000 PECATONICA AREA FOOD PANTRY PO BOX 138 BLANCHARDVILLE WI 53516 NONE PC FOOD PANTRY 1000 MADISON COLLEGE FOUNDATION 3591 ANDERSON STREET SUITE 203A MADISON WI 53703 NONE PC STAND BY JACK CAMPAIGN-PMT 20000 AGRACE HOSPICECARE INC 5395 E CHERYL PKWY FITCHBURG WI 53711 NONE SO I CARE FOR ALL CAMPAIGN-PMT 1 10000 UNIVERSITY OF WISCONSIN FOUNDATION ALZHEIMERS DISEASE RESEARCH CTR 1848 UNIVERSITY AVE MADISON WI 53726 NONE PC ALZHEIMERS DISEASE RESEARCH 100 YMCA OF FOX CITIES 218 E LAWRENCE ST APPLETON WI 54911 NONE PC PROGRAM SUPPORT 1250 SSND MMU MCH VENTURE INC 9525 W BURLEIGH MILWAUKEE WI 53225 NONE PC PROGRAM SUPPORT 7500 SALVATION ARMY WISCONSIN & UPPER MICH 3030 DARBO DR MADISON WI 53714 NONE PC FOOD PANTRY 1000 LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN 6737 N WASHINGTON STREET SUITE 2275 WEST ALLIS WI 53214 NONE PC PROGRAM SUPPORT 10000 UNITED WAY OF DANE COUNTY PO BOX 7548 MADISON WI 537077548 NONE PC PROGRAM SUPPORT 39150 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 4491 WISCONSIN HISTORY FOUNDATION INC 816 STATE STREET PO BOX 260050 MADISON WI 53726 NONE PC PROGRAM SUPPORT-PMT 3 OF 5 5000 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 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 1 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 APPLETON EDUCATIONAL FOUNDATION INC 122 E COLLEGE AVE STE 1B APPLETON WI 54911 NONE PC APPLETON TECH ACADEMY 1667 GOODMAN COMMUNITY CENTER INC 214 WAUBESA ST MADISON WI 53704 NONE PC FOOD PANTRY 1000 BOYS AND GIRLS CLUB OF DANE COUNTY INC 1818 WEST BELTLINE HIGHWAY MADISON WI 53713 NONE PC SUN PRAIRIE ROOM-PMT 2 OF 4 5000 LUSSIER COMMUNITY EDUCATION CENTER INC 55 S GAMMON RD MADISON WI 53717 NONE PC FOOD PANTRY 1000 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 GENERAL SUPPORT 25000 BADGER PRAIRIE NEEDS NETWORK INC 1200 E VERONA AVE VERONA WI 53593 NONE PC FOOD PANTRY 1000 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 7500 FAIRWAYCARES INC 4750 S BILTMORE LANE MADISON WI 53718 NONE PC PACING FOR PACKAGES 500 164558 14 19 14 25905 18 55759 81683 81683 false false false false false false false false false false X X 1 FIRST BUSINESS BANK 401 CHARMANY MADISON WI 53719 91705 X TIMING OF INCOME 238 ROUNDING 3 FEDERAL ESTIMATES - PRINCIPAL 56 0 0 FOREIGN TAXES ON QUALIFIED FOR 138 138 0 FOREIGN TAXES ON NONQUALIFIED 40 40 0