FIRST BUSINESS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FIRST BUSINESS CHARITABLE FOUNDATION INC (EIN 42-1614475)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202101309349102325
- Schema version
- 2020v4.0
- 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 | 2021-05-10T15:00:35-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 TRUST INVESTMENTS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6082325970 | PhoneNum |
| Signature | 2021-04-30 | 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 | 2021-04-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $1,457,058 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $113,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $191 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $191 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,333 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,333 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,477 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $364,324 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $910 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $135,707 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,524 | 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 | $613 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $363 | 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 | $2,613 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,363 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $184,652 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $184,652 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $187,265 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,363 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $185,652 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,558 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,161 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $103,630 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $134,702 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $134,702 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,132,869 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,050,316 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,322,356 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,236,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,185,018 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,457,058 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,236,499 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,185,018 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,236,499 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,185,018 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,236,499 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,185,018 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,236,499 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,558 | ExcessRevenueOverExpensesAmt |
| Other Increases | $77 | OtherIncreasesAmt |
| Subtotal | $1,185,018 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,185,018 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 23. ISHARES RUSSELL 1000 VALUE ETF | 2018-11-26 | 2020-02-21 | $3,163 | $2,785 | $378 | $378 | |
| 41. ISHARES RUSSELL 1000 GROWTH ETF | 2018-11-27 | 2020-02-21 | $7,734 | $5,604 | $2,130 | $2,130 | |
| 118. VANGUARD TOTAL STOCK MARKET ETF | 2018-11-26 | 2020-02-21 | $20,082 | $11,589 | $8,493 | $8,493 | |
| 1212. ISHARES CORE MSCI EAFE ETF | 2018-08-09 | 2020-03-17 | $54,856 | $76,648 | -$21,792 | -$21,792 | |
| 348.432 BAIRD INTERMEDIATE BOND INST | 2020-02-25 | 2020-03-23 | $3,864 | $4,000 | -$136 | -$136 | |
| 553.281 BAIRD INTERMEDIATE BOND INST | 2018-03-05 | 2020-03-23 | $6,136 | $5,992 | $144 | $144 | |
| 173.762 BAIRD AGGREGATE BOND INST | 2020-02-25 | 2020-03-23 | $1,911 | $2,000 | -$89 | -$89 | |
| 735.329 BAIRD AGGREGATE BOND INST | 2018-03-19 | 2020-03-23 | $8,089 | $7,802 | $287 | $287 | |
| 260.638 WESTERN ASSET CORE PLUS BOND IS | 2020-02-24 | 2020-03-23 | $2,885 | $3,185 | -$300 | -$300 | |
| 642.704 WESTERN ASSET CORE PLUS BOND IS | 2018-03-08 | 2020-03-23 | $7,115 | $7,404 | -$289 | -$289 | |
| 353. ISHARES RUSSELL 1000 VALUE ETF | 2019-03-06 | 2020-03-24 | $32,798 | $42,393 | -$9,595 | -$9,595 | |
| 200. ISHARES CORE US AGGREGATE BOND | 2014-02-14 | 2020-04-27 | $23,376 | $21,554 | $1,822 | $1,822 | |
| 151.197 DFA EMERGING MARKETS CORE EQUITY | 2018-02-12 | 2020-05-11 | $2,590 | $3,518 | -$928 | -$928 | |
| 33. ISHARES CORE S&P MID-CAP ETF | 2019-03-06 | 2020-05-11 | $5,499 | $6,259 | -$760 | -$760 | |
| 78. ISHARES RUSSELL 1000 VALUE ETF | 2019-01-25 | 2020-05-11 | $8,502 | $9,222 | -$720 | -$720 | |
| 62. ISHARES RUSSELL 1000 GROWTH ETF | 2019-03-06 | 2020-05-11 | $11,034 | $8,911 | $2,123 | $2,123 | |
| 36. ISHARES CORE S&P SMALL-CAP ETF | 2018-06-25 | 2020-05-11 | $2,250 | $3,030 | -$780 | -$780 | |
| 81. ISHARES EDGE MSCI MIN VOL EAFE ETF | 2020-03-17 | 2020-05-11 | $5,255 | $4,725 | $530 | $530 | |
| 226. ISHARES EDGE MSCI MIN VOL USA ETF | 2019-08-06 | 2020-05-11 | $13,450 | $13,982 | -$532 | -$532 | |
| 6. ISHARES EDGE MSCI USA MOMENTUM FCTR ETF | 2020-03-24 | 2020-05-11 | $741 | $595 | $146 | $146 | |
| 134. ISHARES CORE MSCI EAFE ETF | 2018-06-25 | 2020-05-11 | $7,143 | $8,469 | -$1,326 | -$1,326 | |
| 224. VANGUARD TOTAL STOCK MARKET ETF | 2014-01-03 | 2020-05-11 | $33,064 | $21,371 | $11,693 | $11,693 | |
| 966. ISHARES EDGE MSCI MIN VOL USA ETF | 2019-08-06 | 2020-10-23 | $62,623 | $59,763 | $2,860 | $2,860 | |
| 1711.672 DFA EMERGING MARKETS CORE EQUITY | 2018-11-27 | 2020-11-05 | $36,869 | $38,000 | -$1,131 | -$1,131 | |
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,295 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,477 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $336 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $336 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $336 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $616 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $616 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $280 | OverpaymentAmt |
| Applied To ES Tax | $280 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| First Business Trust Investment | ||||||
| 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 |
| 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 | $1,216,871 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,891 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,267,762 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,267,762 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,016 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,248,746 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,437 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,437 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $336 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $336 | TotalTaxAmt |
| Distributable Before Adj | $62,101 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,101 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,101 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $185,652 | 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 | $185,652 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $185,652 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,101 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,996 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,008 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,558 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $59,679 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $64,018 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $237,259 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $185,652 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,101 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $123,551 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $360,810 | 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 | $31,996 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $328,814 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,008 | ExcessFromYear4Amt |
| Excess From Year3 | $31,558 | ExcessFromYear3Amt |
| Excess From Year2 | $59,679 | ExcessFromYear2Amt |
| Excess From Year1 | $64,018 | ExcessFromYear1Amt |
| Excess From Current Year | $123,551 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
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 (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 |
|---|---|---|---|---|---|---|---|---|
| PRISON ENTREPRENEURSHIP PROGRAM | ||||||||
| 4140 DIRECTORS ROWSUITE B | HOUSTON | TX | 77092 | NONE | PC | PROGRAM SUPPORT | $250 | |
| RIVER FOOD PANTRY | ||||||||
| 2201 DARWIN RD | MADISON | WI | 53704 | NONE | PC | PROGRAM SUPPORT | $500 | |
| OSHKOSH CHAMBER OF COMMERCE FOUD INC | ||||||||
| 120 JACKSON STREET | OSHKOSH | WI | 54901 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| AGRACE HOSPICECARE INC | ||||||||
| 5395 E CHERYL PKWY | FITCHBURG | WI | 53711 | NONE | SO I | PROGRAM SUPPORT | $15,000 | |
| SALVATION ARMY OF DANE COUNTY | ||||||||
| 3030 DARBO DR | MADISON | WI | 53714 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 600 HIGHLAND AVE | MADISON | WI | 53792 | NONE | PC | PROGRAM SUPPORT | $2,500 | UW CARBONE CANCER CENTER |
| SSND MMU MCH VENTURE INC | ||||||||
| 9525 W BURLEIGH | MILWAUKEE | WI | 53225 | NONE | PC | PROGRAM SUPPORT | $7,500 | |
| LUTHERAN SOCIAL SERVICES OF | ||||||||
| 647 W VIRGINIA ST SUITE 300 | MILWAUKEE | WI | 532041535 | NONE | PC | PROGRAM SUPPORT | $10,000 | WISCONSIN AND UPPER MICHIGAN |
| EASTER SEALS SOUTHEAST WISCONSIN INC | ||||||||
| 2222 S 114TH STREET | WEST ALLIS | WI | 53227 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| UNITED WAY OF DANE COUNTY | ||||||||
| PO BOX 7548 | MADISON | WI | 537077548 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| SOCIETY OF ST VINCENT DEPAUL | ||||||||
| 1109 JONATHON DR PO BOX 259686 | MADISON | WI | 537133230 | NONE | GROUP | PROGRAM SUPPORT | $1,000 | |
| UNITED WAY FOX CITIES INC | ||||||||
| 1455 MIDWAY RD | MENASHA | WI | 549521223 | NONE | PC | PROGRAM SUPPORT | $4,152 | |
| WISCONSIN HISTORY FOUNDATION INC | ||||||||
| 816 STATE STREET PO BOX 260050 | MADISON | WI | 53726 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| PECATONICA AREA FOOD PANTRY | ||||||||
| 305 MADSION STREET | BLANCHARDVILLE | WI | 53516 | NONE | PC | PROGRAM SUPPORT | $500 | |
| BOYS & GIRLS CLUB OF THE FOX VALLEY | ||||||||
| 160 S BADGER AVE | APPLETON | WI | 54914 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| ST NORBERT COLLEGE INC | ||||||||
| 100 GRANT STREETBURSAR OFFICE | DE PERE | WI | 54115 | NONE | PC | PROGRAM SUPPORT | $6,000 | |
| RONALD MCDONALD HOUSE OF | ||||||||
| 8948 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | EASTERN WISCONSIN |
| MIDDLETON OUTREACH MINISTRY INC | ||||||||
| 3502 PARMENTER STREET | MIDDLETON | WI | 53562 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| SECOND HARVEST FOODBANK OF | ||||||||
| 2802 DAIRY DR | MADISON | WI | 53718 | N/A | PC | PROGRAM SUPPORT | $1,000 | SOUTHERN WISCONSIN |
| THE GRAND OSHKOSH INC | ||||||||
| PO BOX 1004222 PEARL AVENUE | OSHKOSH | WI | 54901 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| VOGEL FOUNDATION INC | ||||||||
| 2701 PACKERS AVE | MADISON | WI | 53704 | NONE | PF | PROGRAM SUPPORT | $2,000 | |
| OUR NEXT GENERATION INC | ||||||||
| 3421 W LISBON AVE | MILWAUKEE | WI | 53208 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| MADISON PUBLIC LIBRARY FOUNDATION | ||||||||
| 201 W MIFFLIN ST | MADISON | WI | 53703 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| GIFT OF ADOPTION FUND INC | ||||||||
| PO BOX 567 | TECHNY | IL | 60082 | NONE | GROUP | PROGRAM SUPPORT | $1,000 | |
| IRA & ROBERT GOODMAN COMMUNITY | ||||||||
| 149 WAUBESA STREET | MADISON | WI | 53704 | NONE | PUBLIC | GENERAL SUPPORT | $500 | CENTER |
| BOYS AND GIRLS CLUB OF DANE COUNTY INC | ||||||||
| 1818 WEST BELTLINE HIGHWAY | MADISON | WI | 53713 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| LUSSIER COMMUNITY EDUCATION CENTER INC | ||||||||
| 55 S GAMMON RD | MADISON | WI | 53717 | NONE | PC | PROGRAM SUPPORT | $3,500 | |
| FOUND FOR MADISON PUBLIC | ||||||||
| 2 SCIENCE COURT | MADISON | WI | 53711 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | SCHOOLS-FRIENDS OF WEST |
| REAP FOOD GROUP | ||||||||
| 306 E WILSON ST SUITE 2W | MADISON | WI | 53703 | NONE | PC | PROGRAM SUPPORT | $500 | |
| MADISON COMMUNITY FOUNDATION | ||||||||
| 111 N FAIRCHILD STREET STE 260 | MADISON | WI | 53703 | N/A | PC | PROGRAM SUPPORT | $500 | |
| UNIVERSITY OF WISCONSIN OSHKOSH | ||||||||
| 625 PEARL AVE | OSHKOSH | WI | 54901 | NONE | PC | GENERAL SUPPORT | $25,000 | FOUNDATION |
| JOBONE KC | ||||||||
| 1085 S YUMA AVE | INDEPENDENCE | MO | 64056 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ST MARY'S FOUNDATION | ||||||||
| 700 S PARK ST | MADISON | WI | 53715 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| BADGER PRAIRIE NEEDS NETWORK INC | ||||||||
| 1200 E VERONA AVE | VERONA | WI | 53593 | NONE | PC | PROGRAM SUPPORT | $500 | |
| TURN THE PAGE KC INC | ||||||||
| 4049 PENNSYLVANIA AVE | KANSAS CITY | MO | 64111 | NONE | PC | PROGRAM SUPPORT | $200 | |
| WI Bankers Foundation | ||||||||
| 4721 SOUTH BILTMORE LANE | Madison | WI | 53718 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| UNCOVER KC | ||||||||
| 10010 NW 70TH CT | KANSAS CITY | MO | 64152 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| ISLANDS OF BRILLIANCE INC | ||||||||
| 415 E MENOMONEE STREET | MILWAUKEE | WI | 53202 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| THE PLAYING FIELD INC | ||||||||
| 3910 MINERAL POINT RD | MADISON | WI | 53705 | NONE | PC | PROGRAM SUPPORT | $1,250 | |
| VELOCITY LEES SUMMIT INC | ||||||||
| 210 SW MARKET ST | LEES SUMMIT | MO | 64086 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| HEARTSTRINGS COMMUNITY FOUNDATION | ||||||||
| 11599 S RIDGEVIEW RD | OLATHE | KS | 66061 | NONE | PC | PROGRAM SUPPORT | $300 | |
| OVERLAND PARK POLICE OFFICERS FOUNDATION | ||||||||
| 7133 W 80TH ST STE 211 | OVERLAND PARK | KS | 66204 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $184,652 | 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 | $191 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,333 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,477 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $910 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,957 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,957 | 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 | $113,750 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING ADJUSTMENT | $4 |
| TIMING OF INCOME | $73 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $250 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $319 | $319 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $44 | $44 | $0 |