FIRST BUSINESS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FIRST BUSINESS CHARITABLE FOUNDATION INC (EIN 42-1614475)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-08
- IRS object ID
- 201811289349100316
- Schema version
- 2017v2.2
- 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 | 2018-05-08T11:00:31-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY KOWALCZYK | PreparerPersonNm |
| PTIN | P01387686 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2018-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,393,520 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $29,716 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $258 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $258 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,361 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,448 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,965 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $313,688 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,965 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $89,300 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,671 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,700 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $850 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $850 | 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 | $512 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $365 | 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 | $2,212 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,215 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,453 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,453 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $96,665 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,215 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,303 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,365 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,456 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $81,091 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,476 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,476 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,135,981 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,146,231 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,330,044 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,217,072 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,209,707 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,393,520 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,217,072 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,209,707 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,217,072 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,209,707 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,217,072 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,209,707 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,217,072 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,365 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,209,707 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,209,707 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 192. VANGUARD TELECOMMUNICATION SERVICES ETF | 2016-07-26 | 2017-01-13 | $19,421 | $19,370 | $51 | $51 | |
| 45. ISHARES RUSSELL 1000 VALUE ETF | 2014-02-14 | 2017-02-07 | $5,090 | $4,208 | $882 | $882 | |
| 10. ISHARES RUSSELL 1000 GROWTH ETF | 2014-01-03 | 2017-02-07 | $1,093 | $853 | $240 | $240 | |
| 468. ISHARES RUSSELL 1000 ETF | 2016-05-25 | 2017-02-07 | $59,704 | $52,200 | $7,504 | $7,504 | |
| 279. CONSUMER DISCR SELECT SECT SPDR ETF | 2016-01-13 | 2017-02-07 | $23,466 | $20,754 | $2,712 | $2,712 | |
| 203. CONSUMER DISCR SELECT SECT SPDR ETF | 2016-05-25 | 2017-02-07 | $17,074 | $16,028 | $1,046 | $1,046 | |
| 812. TECHNOLOGY SELECT SECTOR SPDR ETF | 2016-01-13 | 2017-02-07 | $41,261 | $33,333 | $7,928 | $7,928 | |
| 57. TECHNOLOGY SELECT SECTOR SPDR ETF | 2016-05-25 | 2017-02-07 | $2,896 | $2,503 | $393 | $393 | |
| 128. VANGUARD TOTAL STOCK MARKET ETF | 2016-01-13 | 2017-02-07 | $15,115 | $12,525 | $2,590 | $2,590 | |
| 30. ISHARES CORE US AGGREGATE BOND | 2016-05-25 | 2017-05-31 | $3,290 | $3,316 | -$26 | -$26 | |
| 214. ISHARES MSCI EAFE ETF | 2015-04-15 | 2017-05-31 | $14,148 | $14,212 | -$64 | -$64 | |
| 25. ISHARES RUSSELL 1000 GROWTH ETF | 2014-01-03 | 2017-05-31 | $2,979 | $2,133 | $846 | $846 | |
| 16. VANGUARD TOTAL BOND MARKET ETF | 2016-05-25 | 2017-05-31 | $1,310 | $1,323 | -$13 | -$13 | |
| 109. VANGUARD TOTAL STOCK MARKET ETF | 2016-01-13 | 2017-05-31 | $13,477 | $10,567 | $2,910 | $2,910 | |
| 502. ISHARES RUSSELL 1000 VALUE ETF | 2016-05-25 | 2017-06-13 | $58,590 | $50,362 | $8,228 | $8,228 | |
| 531. ENERGY SELECT SECTOR SPDR ETF | 2017-02-07 | 2017-09-12 | $34,706 | $38,036 | -$3,330 | -$3,330 | |
| CAPITAL GAIN DIVIDENDS | $68 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,965 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $110,328 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,217,342 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.09063 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,920 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,297,433 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073931 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $100,675 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,298,707 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.077519 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $118,650 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.267594 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,950 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,705 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.829595 | DistributionYr5Rt |
| Total Distribution | 3.339269 | TotalDistributionRt |
| Average Distribution | 0.667854 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,298,281 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $867,062 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $585 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $867,647 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,303 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,169 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,169 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,169 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $548 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $548 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $621 | 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 |
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 | $1,700 |
| Joan Burke | ||||||
| 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 | $1,281,066 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,986 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,318,052 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,318,052 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,771 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,298,281 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,914 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,914 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,169 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,169 | TotalTaxAmt |
| Distributable Before Adj | $63,745 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,745 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,745 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,303 | 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 | $95,303 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $95,303 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,745 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $35,316 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,818 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,255 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,996 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,008 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $179,393 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,303 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,745 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,558 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $210,951 | 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 | $35,316 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $175,635 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,818 | ExcessFromYear4Amt |
| Excess From Year3 | $36,255 | ExcessFromYear3Amt |
| Excess From Year2 | $31,996 | ExcessFromYear2Amt |
| Excess From Year1 | $50,008 | ExcessFromYear1Amt |
| Excess From Current Year | $31,558 | 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 (38 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 |
|---|---|---|---|---|---|---|---|---|
| SALVATION ARMY | ||||||||
| 3030 DARBO DR | MADISON | WI | 53714 | NONE | PC | PROGRAM SUPPORT | $500 | |
| EDGEWOOD COLLEGE | ||||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 537111997 | NONE | PC | PROGRAM SUPPORT | $7,500 | |
| EDGEWOOD HIGH SCHOOL | ||||||||
| 2219 MONROE ST | MADISON | WI | 53177 | NONE | PC | PROGRAM SUPPORT | $500 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 620 SOUTH 76TH STREET SUITE 160 | MILWAUKEE | WI | 53214 | NONE | GROUP | PROGRAM SUPPORT | $100 | SE WISCONSIN CHAPTER |
| AMERICAN HEART ASSOC | ||||||||
| 1555 N RIVERCENTER DR STE 212 | MILWAUKEE | WI | 53212 | NONE | PC | PROGRAM SUPPORT | $950 | |
| NEW NORTH INC | ||||||||
| 600 N ADAMS STREET | GREEN BAY | WI | 54301 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| BADGER HONOR FLIGHT INC | ||||||||
| PO BOX 258066 | MADISON | WI | 53725 | NONE | PC | PROGRAM SUPPORT | $100 | |
| AGRACE HOSPICECARE INC | ||||||||
| 5395 E CHERYL PKWY | FITCHBURG | WI | 53711 | NONE | SO | PROGRAM SUPPORT | $15,200 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 600 HIGHLAND AVE | MADISON | WI | 53792 | NONE | PC | PROGRAM SUPPORT | $2,000 | UW CARBONE CANCER CENTER |
| FAMILY SERVICE MADISON INC | ||||||||
| 128 E OLIN AVENUE | MADISON | WI | 53713 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| UNITED WAY OF GREATER MILWAUKEE AND | ||||||||
| 225 WEST VINE STREET | MILWAUKEE | WI | 53212 | NONE | PC | PROGRAM SUPPORT | $5,500 | WAUKESHA COUNTY |
| LUTHERAN SOCIAL SERVICES OF | ||||||||
| 647 W VIRGINIA ST SUITE 300 | MILWAUKEE | WI | 532041535 | NONE | PC | PROGRAM SUPPORT | $1,000 | WISCONSIN AND UPPER MICHIGAN |
| UNITED WAY OF DANE COUNTY | ||||||||
| PO BOX 7548 | MADISON | WI | 537077548 | NONE | PC | PROGRAM SUPPORT | $19,998 | |
| 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 | $1,500 | |
| OSHKOSH AREA UNITED WAY INC | ||||||||
| 230 OHIO STREET STE 220 | OSHKOSH | WI | 54902 | NONE | PC | PROGRAM SUPPORT | $250 | |
| PECATONICA AREA FOOD PANTRY | ||||||||
| 305 MADSION STREET | BLANCHARDVILLE | WI | 53516 | NONE | PC | PROGRAM SUPPORT | $500 | |
| MANITOWOC-TWO RIVER YMCA INC | ||||||||
| 205 MARITIME DRIVE | MANITOWOC | WI | 54221 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| CONGREGATIONAL HOME INC | ||||||||
| 13900 W BURLEIGH RD | BROOKFIELD | WI | 53005 | NONE | PC | PROGRAM SUPPORT | $100 | |
| INDEPENDENT LIVING INC | ||||||||
| 2970 CHAPEL VALLEY ROAD STE 203 | MADISON | WI | 53711 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| BOYS & GIRLS CLUB OF THE FOX VALLEY | ||||||||
| 160 S BADGER AVE | APPLETON | WI | 54914 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| GREATER GREEN BAY CHAMBER OF | ||||||||
| 2701 LARSEN ROAD | GREEN BAY | WI | 54303 | NONE | PC | PROGRAM SUPPORT | $500 | COMMERCE FOUNDATION INC |
| GROUNDSWELL CONSERVANCY INC | ||||||||
| 303 S PATERSON STREET STE 6 | MADISON | WI | 53703 | NONE | PC | PROGRAM SUPPORT | $500 | FKA NATURAL HERITAGE LAND TRUST INC |
| MIDDLETON OUTREACH MINISTRY INC | ||||||||
| 3502 PARMENTER STREET | MIDDLETON | WI | 53562 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| FAMILY SUPPORT & RESOURCE CENTER | ||||||||
| 101 NOB HILL ROAD STE 201 | MADISON | WI | 53713 | NONE | PC | PROGRAM SUPPORT | $500 | |
| COMMUNITY FOUNDATION FOR THE | ||||||||
| 4455 W LAWRENCE ST | APPLETON | WI | 54914 | NONE | PC | PROGRAM SUPPORT | $1,000 | FOX VALLEY REGION |
| VOGEL FOUNDATION INC | ||||||||
| 2701 PACKERS AVE | MADISON | WI | 53704 | NONE | PF | PROGRAM SUPPORT | $1,000 | |
| WILD ONES NATURAL LANDSCAPERS LTD | ||||||||
| 2285 BUTTE DES MORTS BEACH ROAD | NEENAH | WI | 54956 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| GIFT OF ADOPTION FUND INC | ||||||||
| PO BOX 567 | TECHNY | IL | 60082 | NONE | GROUP | PROGRAM SUPPORT | $1,000 | |
| LUSSIER COMMUNITY EDUCATION CENTER INC | ||||||||
| 55 S GAMMON RD | MADISON | WI | 53717 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| REAP FOOD GROUP | ||||||||
| 306 E WILSON ST SUITE 2W | MADISON | WI | 53703 | NONE | PC | PROGRAM SUPPORT | $500 | |
| APPLETON TECHNICAL ACADEMY | ||||||||
| 610 N BADGER AVE | APPLETON | WI | 54914 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| DISABLED AMERICAN VETERANS CHAPTER 17 | ||||||||
| PO BOX 3434 | OSHKOSH | WI | 549033434 | NONE | PC | PROGRAM SUPPORT | $250 | RAY H FULLER |
| HENRY VILAS PARK ZOOLOGICAL | ||||||||
| 600 S RANDALL AVE | MADISON | WI | 53715 | NONE | PC | PROGRAM SUPPORT | $5,000 | SOCIETY |
| ST MARY'S FOUNDATION | ||||||||
| 700 S PARK ST | MADISON | WI | 53715 | NONE | PC | PROGRAM SUPPORT | $2,500 | |
| UNITED WAY OF GREATER KANSAS CITY | ||||||||
| 801 W 47TH STREET STE 500 | KANSAS CITY | MO | 64112 | NONE | PC | PROGRAM SUPPORT | $4,505 | |
| BADGER PRAIRIE NEEDS NETWORK INC | ||||||||
| 1200 E VERONA AVE | VERONA | WI | 53593 | NONE | PC | PROGRAM SUPPORT | $500 | |
| POSITIVE WOMEN FOR CHANGE INC | ||||||||
| PO BOX 46562 | MADISON | WI | 53719 | NONE | PC | PROGRAM SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,453 | 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 | $258 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,361 | 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 | $31,965 | 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 | $59,584 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,584 | 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 | $29,716 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES CORE TOTAL US BOND MAR | AT COST | $345,858 | $350,840 |
| VANGUARD TOTAL BOND MARKET IND | AT COST | $152,038 | $150,252 |
| ISHARES RUSSELL MD-CAP | |||
| ISHARES RUSSELL1000 VALUE ETF | |||
| ISHARES RUSSELL 1000 GROWTH ET | AT COST | $80,487 | $102,222 |
| ISHARES RUSSELL 2000 | AT COST | $57,538 | $64,948 |
| ISHARES RUSSELL 2000 GROWTH | |||
| SELECT SECTOR SPDR TR HEALTH C | |||
| COMSUMER DISCR SELECT SECT SPD | |||
| SELECT SECTOR SPDR TR TECHNOLO | |||
| VANGUARD TOTAL STOCK MARKET ET | AT COST | $228,816 | $333,243 |
| ISHARES MSCI EAFE | AT COST | $139,932 | $160,518 |
| FINANCIAL SELECT SECTOR SPDR E | AT COST | $40,109 | $47,698 |
| ISHARES RUSSELL 1000 ETF | AT COST | $26,790 | $36,680 |
| VANGUARD TELECOMMUNICATION SER | |||
| INDUSTRIALS SELECT SECTOR SPDR | AT COST | $40,408 | $47,975 |
| DFA EMERGING MARKETS CORE EQUI | AT COST | $34,255 | $35,668 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $147 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $345 | $345 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $20 | $20 | $0 |