FIRST BUSINESS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FIRST BUSINESS CHARITABLE FOUNDATION INC (EIN 42-1614475)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-24
- IRS object ID
- 201711449349100021
- Schema version
- 2016v3.0
- 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 | 2017-05-24T17:00:14-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-22 | 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 | 2017-05-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.168.85.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BA051C313BEE513304EAEA92E1E46E26EABC3A99 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BA051C313BEE513304EAEA92E1E46E26EABC3A99 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,294,732 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $48,440 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $153 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $153 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,555 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,038 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $309 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $629,314 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $309 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $77,457 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,500 | 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 | $1,676 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $296 | 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 | $3,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,146 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,478 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,478 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,854 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,146 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,328 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,397 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,354 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $74,736 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $81,091 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $81,091 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,177,731 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,135,981 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,213,641 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,252,467 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,217,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,294,732 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,252,467 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,217,072 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,252,467 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,217,072 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,252,467 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,217,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,252,467 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,397 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $1,217,072 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,217,072 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 792. ISHARES CORE US AGGREGATE BOND | 2014-11-12 | 2016-01-13 | $86,129 | $86,931 | -$802 | -$802 | |
| 295. ISHARES RUSSELL 1000 VALUE ETF | 2014-09-18 | 2016-01-13 | $26,848 | $27,715 | -$867 | -$867 | |
| 291. ISHARES RUSSELL 1000 GROWTH ETF | 2014-11-12 | 2016-01-13 | $26,898 | $27,255 | -$357 | -$357 | |
| 29. ISHARES RUSSELL 2000 VALUE | 2014-02-14 | 2016-01-13 | $2,421 | $2,813 | -$392 | -$392 | |
| 19. ISHARES RUSSELL 2000 GROWTH | 2014-11-12 | 2016-01-13 | $2,351 | $2,637 | -$286 | -$286 | |
| 3462.567 VANGUARD TOTAL BOND MARKET INDEX | 2014-11-12 | 2016-01-13 | $37,188 | $37,500 | -$312 | -$312 | |
| 1.118 VANGUARD TOTAL BOND MARKET INDEX | 2015-03-11 | 2016-01-13 | $12 | $12 | |||
| 117. ISHARES CORE US AGGREGATE BOND | 2015-02-05 | 2016-02-17 | $12,797 | $12,838 | -$41 | -$41 | |
| 74. ISHARES CORE US AGGREGATE BOND | 2015-04-15 | 2016-02-17 | $8,094 | $8,226 | -$132 | -$132 | |
| 45. ISHARES MSCI EAFE ETF | 2015-04-15 | 2016-02-17 | $2,440 | $2,989 | -$549 | -$549 | |
| 8. ISHARES RUSSELL MID-CAP (MKT) | 2015-09-09 | 2016-02-17 | $1,187 | $1,292 | -$105 | -$105 | |
| 12. ISHARES RUSSELL 1000 VALUE ETF | 2014-02-14 | 2016-02-17 | $1,106 | $1,122 | -$16 | -$16 | |
| 8. ISHARES RUSSELL 1000 GROWTH ETF | 2014-01-03 | 2016-02-17 | $745 | $683 | $62 | $62 | |
| 1. ISHARES RUSSELL 2000 VALUE | 2014-02-14 | 2016-02-17 | $84 | $97 | -$13 | -$13 | |
| 15. ISHARES CORE S&P US GROWTH | 2016-01-13 | 2016-02-17 | $1,131 | $1,134 | -$3 | -$3 | |
| 9. HEALTH CARE SELECT SECTOR SPDR ETF | 2014-11-12 | 2016-02-17 | $597 | $611 | -$14 | -$14 | |
| 4. CONSUMER DISCR SELECT SECT SPDR ETF | 2015-12-04 | 2016-02-17 | $291 | $324 | -$33 | -$33 | |
| 29. TECHNOLOGY SELECT SECTOR SPDR ETF | 2015-12-04 | 2016-02-17 | $1,180 | $1,290 | -$110 | -$110 | |
| 813.464 VANGUARD TOTAL BOND MARKET INDEX | 2014-11-12 | 2016-02-17 | $8,769 | $8,810 | -$41 | -$41 | |
| 86. VANGUARD TOTAL STOCK MARKET ETF | 2015-02-05 | 2016-02-17 | $8,390 | $9,156 | -$766 | -$766 | |
| 355. ISHARES RUSSELL MID-CAP (MKT) | 2016-01-13 | 2016-03-07 | $56,290 | $56,231 | $59 | $59 | |
| 337. HEALTH CARE SELECT SECTOR SPDR ETF | 2016-01-13 | 2016-03-07 | $22,824 | $22,879 | -$55 | -$55 | |
| 180. HEALTH CARE SELECT SECTOR SPDR ETF | 2014-11-12 | 2016-03-07 | $12,191 | $12,201 | -$10 | -$10 | |
| 558. ISHARES CORE S&P US GROWTH | 2016-01-13 | 2016-05-18 | $44,519 | $42,171 | $2,348 | $2,348 | |
| 100. ISHARES MSCI EAFE ETF | 2015-04-15 | 2016-05-25 | $5,857 | $6,641 | -$784 | -$784 | |
| 13. ISHARES RUSSELL 1000 GROWTH ETF | 2014-01-03 | 2016-05-25 | $1,305 | $1,109 | $196 | $196 | |
| 3. ISHARES RUSSELL 2000 VALUE | 2014-02-14 | 2016-05-25 | $288 | $291 | -$3 | -$3 | |
| 139. ISHARES CORE S&P US GROWTH | 2016-01-13 | 2016-05-25 | $11,337 | $10,505 | $832 | $832 | |
| 674. CONSUMER STAPLES SELECT SECTOR SPDR ETF | 2016-03-07 | 2016-05-25 | $35,587 | $34,994 | $593 | $593 | |
| 9794.963 VANGUARD TOTAL BOND MARKET INDEX | 2014-11-12 | 2016-05-25 | $106,471 | $106,079 | $392 | $392 | |
| 2764.515 VANGUARD TOTAL BOND MARKET INDEX | 2015-09-11 | 2016-05-25 | $30,050 | $29,691 | $359 | $359 | |
| 156. VANGUARD TOTAL STOCK MARKET ETF | 2015-02-05 | 2016-05-25 | $16,697 | $16,338 | $359 | $359 | |
| 33. ISHARES RUSSELL 2000 VALUE | 2014-02-14 | 2016-07-15 | $3,335 | $3,201 | $134 | $134 | |
| 25. ISHARES RUSSELL 2000 GROWTH | 2014-11-12 | 2016-07-15 | $3,565 | $3,436 | $129 | $129 | |
| 352. TECHNOLOGY SELECT SECTOR SPDR ETF | 2016-05-25 | 2016-07-18 | $15,916 | $15,479 | $437 | $437 | |
| 1. CONSUMER DISCR SELECT SECT SPDR ETF | 2015-12-04 | 2016-07-25 | $82 | $81 | $1 | $1 | |
| 194. CONSUMER DISCR SELECT SECT SPDR ETF | 2015-04-15 | 2016-07-25 | $15,838 | $14,817 | $1,021 | $1,021 | |
| 192. VANGUARD TELECOMMUNICATION SERVICES ETF | 2016-07-25 | 2016-12-07 | $18,485 | $19,426 | -$941 | -$941 | |
| CAPITAL GAIN DIVIDENDS | $19 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $309 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $95,920 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,297,433 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073931 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,675 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,298,707 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.077519 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $118,650 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.267594 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,950 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,705 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.829595 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,778 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 4.94981 | DistributionYr5Rt |
| Total Distribution | 8.198449 | TotalDistributionRt |
| Average Distribution | 1.63969 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,217,342 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,996,064 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $274 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,996,338 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $110,328 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $547 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $547 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $948 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $948 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $401 | OverpaymentAmt |
| Applied To ES Tax | $401 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | $1,196,534 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,346 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,235,880 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,235,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,538 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,217,342 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,867 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,867 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $547 | TotalTaxAmt |
| Distributable Before Adj | $60,320 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,320 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,320 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,328 | 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 | $110,328 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $110,328 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,320 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $28,312 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,316 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,818 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,255 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,996 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $157,697 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,328 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,320 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,008 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $207,705 | 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 | $28,312 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $179,393 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,316 | ExcessFromYear4Amt |
| Excess From Year3 | $25,818 | ExcessFromYear3Amt |
| Excess From Year2 | $36,255 | ExcessFromYear2Amt |
| Excess From Year1 | $31,996 | ExcessFromYear1Amt |
| Excess From Current Year | $50,008 | 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 by First Business Financial Services, Inc | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 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 |
|---|---|---|---|---|---|---|---|---|
| APPLETON AREA SCHOOL DISTRICT | ||||||||
| 10 COLLEGE AVENUE SUITE 214 | APPLETON | WI | 549122019 | NONE | PUBLIC | GENERAL SUPPORT | $3,200 | |
| INDEPENDENT LIVING INC | ||||||||
| 815 FORWARD DRIVE | MADISON | WI | 53711 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 | Meals on Wheels |
| AMERICAN HEART ASSOC | ||||||||
| 2850 DAIRY DR SUITE 300 | MADISON | WI | 53718 | NONE | PUBLIC | GENERAL SUPPORT | $750 | |
| AGRACE HOSPICECARE INC | ||||||||
| 5395 E CHERYL PKWY | FITCHBURG | WI | 53711 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| FIRST PRESBYTERIAN CHURCH OF | ||||||||
| 302 N DUNTON AVE | ARLINGTON HEIGHTS | IL | 60004 | NONE | PUBLIC | GENERAL SUPPORT | $500 | ARLINGTON HEIGHTS |
| PADS AT HOLY FAMILY PARISH | ||||||||
| 2515 PALATINE ROAD | INVERNESS | IL | 60067 | NONE | PUBLIC | GENERAL SUPPORT | $150 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | NONE | PUBLIC | GENERAL SUPPORT | $100 | |
| UW CARBONE CANCER CENTER | ||||||||
| 600 HIGHLAND AVENUE | MADISON | WI | 53792 | NONE | PUBLIC | GENERAL SUPPORT | $500 | |
| UNITED WAY OF GREATER MILWAUKEE INC | ||||||||
| PO BOX 88110 | MILWAUKEE | WI | 532880110 | NONE | PUBLIC | GENERAL SUPPORT | $5,250 | |
| EDGEWOOD COLLEGE | ||||||||
| 1000 EDGEWOOD COLLEGE DR | MADISON | WI | 537111997 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| UNITED WAY OF KENOSHA COUNTY | ||||||||
| 5500 6TH AVE SUITE 210 | KENOSHA | WI | 53140 | NONE | PUBLIC | GENERAL SUPPORT | $175 | |
| LUTHERAN SOCIAL SERVICES OF | ||||||||
| 647 W VIRGINIA ST SUITE 300 | MILWAUKEE | WI | 532041535 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | WISCONSIN AND UPPER MICHIGAN |
| UNITED WAY OF DANE COUNTY | ||||||||
| PO BOX 7548 | MADISON | WI | 537077548 | NONE | PUBLIC | GENERAL SUPPORT | $17,853 | |
| SOCIETY OF ST VINCENT DEPAUL | ||||||||
| 1109 JONATHON DR PO BOX 259686 | MADISON | WI | 537133230 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| PECATONICA AREA FOOD PANT | ||||||||
| 305 MADSION STREET | BLANCHARDVILLE | WI | 53516 | NONE | PUBLIC | GENERAL SUPPORT | $500 | |
| TRIANGLE COMMUNITY MINISTRY | ||||||||
| 755 BRAXTON PLACE B101 | MADISON | WI | 53715 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| MIDDLETON OUTREACH | ||||||||
| 7432 HUBBARD AVE | MIDDLETON | WI | 53562 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | MINISTRY INC |
| SECOND HARVEST FOODBANK OF | ||||||||
| 2802 DAIRY DR | MADISON | WI | 53718 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | SOUTHERN WISCONSIN |
| VOGEL FOUNDATION INC | ||||||||
| 2701 PACKERS AVE | MADISON | WI | 53707 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| MADISON PUBLIC LIBRARY FOUNDATION | ||||||||
| 201 W MIFFLIN ST | MADISON | WI | 53703 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| LUSSIER COMMUNITY EDUCATION CENTER | ||||||||
| 55 S GAMMON RD | MADISON | WI | 53717 | NONE | PUBLIC | GENERAL SUPPORT | $500 | |
| SALVATION ARMY | ||||||||
| 630 E WASHINGTON ST | MADISON | WI | 53703 | NONE | PUBLIC | GENERAL SUPPORT | $500 | |
| SOUTH CENTRAL LIBRARY SYSTEM FOUNDATION | ||||||||
| 4610 SOUTH BILTMORE LANE SUITE 101 | MADISON | WI | 537182153 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | |
| REAP FOOD GROUP | ||||||||
| 306 E WILSON ST SUITE 2W | MADISON | WI | 53703 | NONE | PUBLIC | GENERAL SUPPORT | $500 | |
| UNIVERSITY OF WISCONSIN OSHKOSH | ||||||||
| 625 PEARL AVE | OSHKOSH | WI | 54901 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 | FOUNDATION |
| HENRY VILAS PARK ZOOLOGICAL | ||||||||
| 600 S RANDALL AVE | MADISON | WI | 53715 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 | SOCIETY |
| UW-WHITEWATER FOUNDATION INC | ||||||||
| 800 W MAIN ST | WHITEWATER | WI | 531901790 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| BADGER PRAIRIE NEEDS NETWORK INC | ||||||||
| 1200 E VERONA AVE | VERONA | WI | 53593 | NONE | PUBLIC | GENERAL PURPOSE | $500 | |
| UNIVERSITY OF WISCONSIN GREEN BAY FOUNDA | ||||||||
| 2420 NICOLET DR | GREEN BAY | WI | 54311 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,478 | 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 | $153 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,555 | 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 | $309 | 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 | $29,017 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,017 | 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 | $48,440 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES CORE TOTAL US BOND MAR | AT COST | $321,987 | $322,883 |
| VANGUARD TOTAL BOND MARKET IND | AT COST | $141,459 | $138,232 |
| ISHARES RUSSELL MD-CAP | |||
| ISHARES RUSSELL1000 VALUE ETF | AT COST | $81,360 | $94,329 |
| ISHARES RUSSELL 1000 GROWTH ET | AT COST | $26,000 | $32,939 |
| ISHARES RUSSELL 2000 VALUE | |||
| ISHARES RUSSELL 2000 GROWTH | |||
| SELECT SECTOR SPDR TR HEALTH C | |||
| COMSUMER DISCR SELECT SECT SPD | AT COST | $36,782 | $39,235 |
| SELECT SECTOR SPDR TR TECHNOLO | AT COST | $35,836 | $42,025 |
| VANGUARD TOTAL STOCK MARKET ET | AT COST | $251,907 | $307,328 |
| ISHARES MSCI EAFE | AT COST | $150,804 | $140,919 |
| FINANCIAL SELECT SECTOR SPDR E | AT COST | $18,276 | $18,275 |
| ISHARES RUSSELL 1000 ETF | AT COST | $52,200 | $58,247 |
| VANGUARD TELECOMMUNICATION SER | AT COST | $19,370 | $19,229 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $2 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $432 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $237 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $711 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $290 | $290 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $6 | $6 | $0 |