2018-05-08T11:00:31-05:00 2017-12-31 346565596 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990PF 2017-01-01 421614475 FIRST BUSINESS CHARITABLE FOUNDATION INC FIRS 6082325970 401 CHARMANY DRIVE MADISON WI 53719 FIRST BUSINESS TRUST INVESTMENTS TRUSTEE 6082325970 2018-05-07 true KELLY KOWALCZYK P01387686 3128792000 2018-05-07 2017 2022-09-23 18:48:47Z X 1393520 29716 258 258 27361 27448 31965 313688 31965 0 89300 59671 1700 850 850 0 0 0 0 0 0 0 0 512 365 0 0 0 0 0 0 0 2212 1215 0 850 94453 94453 96665 1215 0 95303 -7365 58456 0 81091 63476 63476 0 0 0 1135981 1146231 1330044 1217072 1209707 1393520 0 X 1217072 1209707 1217072 1209707 1217072 1209707 1217072 -7365 0 1209707 0 1209707 192. VANGUARD TELECOMMUNICATION SERVICES ETF 2016-07-26 2017-01-13 19421 19370 51 51 45. ISHARES RUSSELL 1000 VALUE ETF 2014-02-14 2017-02-07 5090 4208 882 882 10. ISHARES RUSSELL 1000 GROWTH ETF 2014-01-03 2017-02-07 1093 853 240 240 468. ISHARES RUSSELL 1000 ETF 2016-05-25 2017-02-07 59704 52200 7504 7504 279. CONSUMER DISCR SELECT SECT SPDR ETF 2016-01-13 2017-02-07 23466 20754 2712 2712 203. CONSUMER DISCR SELECT SECT SPDR ETF 2016-05-25 2017-02-07 17074 16028 1046 1046 812. TECHNOLOGY SELECT SECTOR SPDR ETF 2016-01-13 2017-02-07 41261 33333 7928 7928 57. TECHNOLOGY SELECT SECTOR SPDR ETF 2016-05-25 2017-02-07 2896 2503 393 393 128. VANGUARD TOTAL STOCK MARKET ETF 2016-01-13 2017-02-07 15115 12525 2590 2590 30. ISHARES CORE US AGGREGATE BOND 2016-05-25 2017-05-31 3290 3316 -26 -26 214. ISHARES MSCI EAFE ETF 2015-04-15 2017-05-31 14148 14212 -64 -64 25. ISHARES RUSSELL 1000 GROWTH ETF 2014-01-03 2017-05-31 2979 2133 846 846 16. VANGUARD TOTAL BOND MARKET ETF 2016-05-25 2017-05-31 1310 1323 -13 -13 109. VANGUARD TOTAL STOCK MARKET ETF 2016-01-13 2017-05-31 13477 10567 2910 2910 502. ISHARES RUSSELL 1000 VALUE ETF 2016-05-25 2017-06-13 58590 50362 8228 8228 531. ENERGY SELECT SECTOR SPDR ETF 2017-02-07 2017-09-12 34706 38036 -3330 -3330 CAPITAL GAIN DIVIDENDS P 68 31965 false 110328 1217342 0.09063 95920 1297433 0.073931 100675 1298707 0.077519 31750 118650 0.267594 35950 12705 2.829595 3.339269 0.667854 1298281 867062 585 867647 95303 1169 0 1169 0 1169 548 0 548 0 621 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 First Business Trust Investment 401 Charmany Drive Madison WI 53719 Trustee 1 1700 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 NONE 0 NONE 0 1281066 36986 0 1318052 0 0 1318052 19771 1298281 64914 64914 1169 1169 63745 0 63745 0 63745 95303 0 0 0 0 95303 0 95303 63745 0 0 35316 25818 36255 31996 50008 179393 95303 0 0 0 63745 31558 0 0 210951 0 0 0 0 0 0 35316 175635 25818 36255 31996 50008 31558 NONE NONE 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 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 7500 EDGEWOOD HIGH SCHOOL 2219 MONROE ST MADISON WI 53177 NONE PC PROGRAM SUPPORT 500 ALZHEIMER'S ASSOCIATION SE WISCONSIN CHAPTER 620 SOUTH 76TH STREET SUITE 160 MILWAUKEE WI 53214 NONE GROUP PROGRAM SUPPORT 100 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 2500 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 15200 UNIVERSITY OF WISCONSIN FOUNDATION UW CARBONE CANCER CENTER 600 HIGHLAND AVE MADISON WI 53792 NONE PC PROGRAM SUPPORT 2000 FAMILY SERVICE MADISON INC 128 E OLIN AVENUE MADISON WI 53713 NONE PC PROGRAM SUPPORT 2000 UNITED WAY OF GREATER MILWAUKEE AND WAUKESHA COUNTY 225 WEST VINE STREET MILWAUKEE WI 53212 NONE PC PROGRAM SUPPORT 5500 LUTHERAN SOCIAL SERVICES OF WISCONSIN AND UPPER MICHIGAN 647 W VIRGINIA ST SUITE 300 MILWAUKEE WI 532041535 NONE PC PROGRAM SUPPORT 1000 UNITED WAY OF DANE COUNTY PO BOX 7548 MADISON WI 537077548 NONE PC PROGRAM SUPPORT 19998 SOCIETY OF ST VINCENT DEPAUL 1109 JONATHON DR PO BOX 259686 MADISON WI 537133230 NONE GROUP PROGRAM SUPPORT 1000 UNITED WAY FOX CITIES INC 1455 MIDWAY RD MENASHA WI 549521223 NONE PC PROGRAM SUPPORT 1500 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 1000 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 2000 BOYS & GIRLS CLUB OF THE FOX VALLEY 160 S BADGER AVE APPLETON WI 54914 NONE PC PROGRAM SUPPORT 1000 GREATER GREEN BAY CHAMBER OF COMMERCE FOUNDATION INC 2701 LARSEN ROAD GREEN BAY WI 54303 NONE PC PROGRAM SUPPORT 500 GROUNDSWELL CONSERVANCY INC FKA NATURAL HERITAGE LAND TRUST INC 303 S PATERSON STREET STE 6 MADISON WI 53703 NONE PC PROGRAM SUPPORT 500 MIDDLETON OUTREACH MINISTRY INC 3502 PARMENTER STREET MIDDLETON WI 53562 NONE PC PROGRAM SUPPORT 2500 FAMILY SUPPORT & RESOURCE CENTER 101 NOB HILL ROAD STE 201 MADISON WI 53713 NONE PC PROGRAM SUPPORT 500 COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION 4455 W LAWRENCE ST APPLETON WI 54914 NONE PC PROGRAM SUPPORT 1000 VOGEL FOUNDATION INC 2701 PACKERS AVE MADISON WI 53704 NONE PF PROGRAM SUPPORT 1000 WILD ONES NATURAL LANDSCAPERS LTD 2285 BUTTE DES MORTS BEACH ROAD NEENAH WI 54956 NONE PC PROGRAM SUPPORT 2500 GIFT OF ADOPTION FUND INC PO BOX 567 TECHNY IL 60082 NONE GROUP PROGRAM SUPPORT 1000 LUSSIER COMMUNITY EDUCATION CENTER INC 55 S GAMMON RD MADISON WI 53717 NONE PC PROGRAM SUPPORT 3000 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 2500 DISABLED AMERICAN VETERANS CHAPTER 17 RAY H FULLER PO BOX 3434 OSHKOSH WI 549033434 NONE PC PROGRAM SUPPORT 250 HENRY VILAS PARK ZOOLOGICAL SOCIETY 600 S RANDALL AVE MADISON WI 53715 NONE PC PROGRAM SUPPORT 5000 ST MARY'S FOUNDATION 700 S PARK ST MADISON WI 53715 NONE PC PROGRAM SUPPORT 2500 UNITED WAY OF GREATER KANSAS CITY 801 W 47TH STREET STE 500 KANSAS CITY MO 64112 NONE PC PROGRAM SUPPORT 4505 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 1000 94453 14 258 14 27361 18 31965 59584 59584 false false false false false false false false false false X X 1 FIRST BUSINESS BANK 401 CHARMANY MADISON WI 53719 29716 X ISHARES CORE TOTAL US BOND MAR AT COST 345858 350840 VANGUARD TOTAL BOND MARKET IND AT COST 152038 150252 ISHARES RUSSELL MD-CAP ISHARES RUSSELL1000 VALUE ETF ISHARES RUSSELL 1000 GROWTH ET AT COST 80487 102222 ISHARES RUSSELL 2000 AT COST 57538 64948 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 228816 333243 ISHARES MSCI EAFE AT COST 139932 160518 FINANCIAL SELECT SECTOR SPDR E AT COST 40109 47698 ISHARES RUSSELL 1000 ETF AT COST 26790 36680 VANGUARD TELECOMMUNICATION SER INDUSTRIALS SELECT SECTOR SPDR AT COST 40408 47975 DFA EMERGING MARKETS CORE EQUI AT COST 34255 35668 FEDERAL ESTIMATES - PRINCIPAL 147 0 0 FOREIGN TAXES ON QUALIFIED FOR 345 345 0 FOREIGN TAXES ON NONQUALIFIED 20 20 0