Scharbauer Foundation Inc
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Organization summary
Type of Nonprofit
Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.
Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)
Donations to this organization are tax deductible.
Summary charts: organization finances over time
Revenue $84.6M (2024)
Expenses $32.7M (2024)
Total Assets $560M (2024)
Total Liabilities $0 (2024)
Years with missing data
Tax Filings by Year
Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.
Fiscal Year Ending Dec.
2024
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$84,623,911
Expenses
$32,678,274
Net Income
$51,945,637
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $763,765 |
0.9%
|
| Dividends | $11,466,192 |
13.5%
|
| Sales of Assets | $804,425 |
1.0%
|
| Other Income | $71,589,529 |
84.6%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $29,568,269 |
90.5%
|
| Compensation of Officers* | $1,314,056 |
4.0%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $560,046,320 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Grant A Billingsley Thru 123124 (President And Ceo) | $601,153 | $75,365 |
| Mary Ann Beninati Began 72924 (Executive Vice President) | $264,103 | $23,318 |
| Sarah A Shaw (Vice President And Secretary) | $243,100 | $50,861 |
Document Links
990-PF
Filed on Sept. 23, 2025Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2023
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$79,698,649
Expenses
$23,384,535
Net Income
$56,314,114
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $587,261 |
0.7%
|
| Dividends | $9,330,995 |
11.7%
|
| Sales of Assets | $28,164 |
0.0%
|
| Other Income | $69,752,229 |
87.5%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $21,024,209 |
89.9%
|
| Compensation of Officers* | $912,508 |
3.9%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $453,959,556 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Grant A Billingsley (President And Ceo) | $508,200 | $74,735 |
| Sarah A Shaw (Vice President And Secretary) | $217,308 | $45,013 |
| Joann Price (Treasurer) | $187,000 | $60,465 |
Document Links
990-PF
Filed on Oct. 28, 2024Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2022
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$89,785,694
Expenses
$17,233,476
Net Income
$72,552,218
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $845,578 |
0.9%
|
| Dividends | $6,426,738 |
7.2%
|
| Sales of Assets | $443,225 |
0.5%
|
| Other Income | $82,070,153 |
91.4%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $15,312,063 |
88.9%
|
| Compensation of Officers* | $998,771 |
5.8%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $342,471,982 | |
| Total Liabilities | $21,814,459 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Grant Billingsley (President And Ceo) | $467,000 | $72,361 |
| Sarah A Shaw (Vice President And Secretary) | $198,000 | $38,050 |
| Joann Price (Treasurer) | $165,000 | $58,361 |
Document Links
990-PF
Filed on July 11, 2023Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2021
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$69,061,413
Expenses
$18,675,796
Net Income
$50,385,617
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $818,468 |
1.2%
|
| Dividends | $4,929,059 |
7.1%
|
| Sales of Assets | $18,928,721 |
27.4%
|
| Other Income | $44,385,165 |
64.3%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $16,592,770 |
88.8%
|
| Compensation of Officers* | $772,750 |
4.1%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $271,051,602 | |
| Total Liabilities | $23,429,195 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Grant Billingsley (Executive Vp) | $414,000 | $26,000 |
| Sarah A Shaw (Asst. Secretary) | $181,500 | $18,150 |
| Joann Price (Asst. Treasurer) | $125,250 | $26,000 |
Document Links
990-PF
Filed on Nov. 14, 2022Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2020
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$34,256,136
Expenses
$16,807,740
Net Income
$17,448,396
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $896,915 |
2.6%
|
| Dividends | $3,600,570 |
10.5%
|
| Sales of Assets | $0 | |
| Other Income | $30,401,089 |
88.7%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $15,240,777 |
90.7%
|
| Compensation of Officers* | $429,000 |
2.6%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $221,642,328 | |
| Total Liabilities | $17,035,128 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Grant Billingsley (Executive Vp) | $403,000 | $26,000 |
| Sarah A Shaw (Program Director) | $154,000 | $13,860 |
| Joann Price (Controller) | $117,000 | $26,000 |
Document Links
990-PF
Filed on Nov. 11, 2021Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2019
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$50,992,703
Expenses
$19,136,447
Net Income
$31,856,256
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $1,126,450 |
2.2%
|
| Dividends | $4,253,852 |
8.3%
|
| Sales of Assets | $12,461,939 |
24.4%
|
| Other Income | $33,150,462 |
65.0%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $17,751,971 |
92.8%
|
| Compensation of Officers* | $658,900 |
3.4%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $204,622,700 | |
| Total Liabilities | $19,600,000 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Grant Billingsley (Executive Vp) | $401,500 | $25,000 |
| Sarah A Scott (Sphr Program Director) | $132,000 | $10,560 |
| Joann Price (Controller) | $125,400 | $25,000 |
Document Links
990-PF
Filed on Oct. 19, 2020Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2018
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$39,935,319
Expenses
$17,417,315
Net Income
$22,518,004
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $784,090 |
2.0%
|
| Dividends | $3,503,187 |
8.8%
|
| Sales of Assets | $1,739,692 |
4.4%
|
| Other Income | $33,908,350 |
84.9%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $16,158,621 |
92.8%
|
| Compensation of Officers* | $349,500 |
2.0%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $173,310,666 | |
| Total Liabilities | $5,680,722 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Grant Billingsley (Exec Vp/Sec) | $349,500 | $24,500 |
| Sarah A Scott (Sphr Program Directo) | $116,600 | $6,996 |
| Joann Price (Controller) | $115,500 | $10,763 |
Document Links
990-PF
Filed on Oct. 3, 2019Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2017
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$30,278,976
Expenses
$9,917,795
Net Income
$20,361,181
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $680,535 |
2.2%
|
| Dividends | $2,648,675 |
8.7%
|
| Sales of Assets | $2,511,606 |
8.3%
|
| Other Income | $24,438,160 |
80.7%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $8,763,950 |
88.4%
|
| Compensation of Officers* | $317,000 |
3.2%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $151,485,203 | |
| Total Liabilities | $5,551,670 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Grant Billingsley (Exec Vp/Sec) | $317,000 | $24,000 |
| Clarence Scharbauer Iii (President) | $0 | $0 |
| James M Alsup (Vice President) | $0 | $0 |
Document Links
990-PF
Filed on Aug. 30, 2018Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2016
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2015
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$24,959,761
Expenses
$8,820,597
Net Income
$16,139,164
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $800,305 |
3.2%
|
| Dividends | $1,930,971 |
7.7%
|
| Sales of Assets | $4,011,986 |
16.1%
|
| Other Income | $18,216,499 |
73.0%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $7,844,208 |
88.9%
|
| Compensation of Officers* | $423,500 |
4.8%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $121,816,888 | |
| Total Liabilities | $301,060 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2014
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$30,429,894
Expenses
$10,058,392
Net Income
$20,371,502
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $53,850 |
0.2%
|
| Interest Revenue | $702,187 |
2.3%
|
| Dividends | $1,724,053 |
5.7%
|
| Sales of Assets | $2,654,767 |
8.7%
|
| Other Income | $25,295,037 |
83.1%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $9,020,174 |
89.7%
|
| Compensation of Officers* | $385,000 |
3.8%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $105,918,531 | |
| Total Liabilities | $1,499,954 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2013
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$18,272,443
Expenses
$8,169,323
Net Income
$10,103,120
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $663,282 |
3.6%
|
| Dividends | $1,046,413 |
5.7%
|
| Sales of Assets | $1,739,069 |
9.5%
|
| Other Income | $14,823,679 |
81.1%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $6,908,569 |
84.6%
|
| Compensation of Officers* | $247,170 |
3.0%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $85,895,839 | |
| Total Liabilities | $2,733,310 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2012
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$37,945,182
Expenses
$3,146,657
Net Income
$34,798,525
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $27,457,297 |
72.4%
|
| Interest Revenue | $347,809 |
0.9%
|
| Dividends | $564,392 |
1.5%
|
| Sales of Assets | $384,043 |
1.0%
|
| Other Income | $9,191,641 |
24.2%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $2,289,802 |
72.8%
|
| Compensation of Officers* | $231,000 |
7.3%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $74,908,684 | |
| Total Liabilities | $1 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2011
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$4,569,972
Expenses
$2,518,852
Net Income
$2,051,120
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $3,013 |
0.1%
|
| Dividends | $502,154 |
11.0%
|
| Sales of Assets | $355,979 |
7.8%
|
| Other Income | $3,708,826 |
81.2%
|
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $1,351,437 |
53.7%
|
| Compensation of Officers* | $134,750 |
5.3%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $40,323,465 | |
| Total Liabilities | $1 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2010
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
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