Brian and Sheila Jellison Family
The Brian and Sheila Jellison Family Foundation is a private grantmaking foundation established in fall 2018 and tax-exempt since May 2019. Based in Sarasota, Florida, with a mailing address in Ramsey, New Jersey, the foundation was created by Sheila Jellison and her three daughters—Christina Jellison Mucha, Michelle Jellison, and Hilary Jellison Simonds—shortly before the death of Brian D. Jellison, former CEO and Chairman of Roper Technologies.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$84.1M
-0.3% YoY
Annual Giving
$10.5M
+48.9% YoY
Grant Count
20
+42.9% YoY
Avg Grant Size
$526K
+4.2% YoY
Mission & Focus Areas
The foundation's mission is to support and promote free enterprise, financial literacy and higher education; help people overcome cancer-related challenges; and provide outreach to local communities of special meaning to the family.
The foundation's vision is a United States where free enterprise remains a core American value, citizens are financially literate, cancer is eradicated, and local communities thrive.
Primary funding priorities include:
- Cancer Care and Research: Programs addressing cancer-related challenges, comprehensive cancer patient support services, cancer vaccine research and clinical trials, and cancer institute development
- Financial Literacy and Higher Education: Educational infrastructure and programs promoting financial literacy and access to higher education
- Free Enterprise: Support for free enterprise values
- Local Community Support: Outreach to communities with special significance to the family
Grantmaking
The foundation operates on a preselected basis only and does not accept unsolicited applications for funds. Grant decisions are made on an invitation-only or trustee-discretion basis.
Grant Range
$500,000 to $25,000,000+ for major gifts
Average Grant
amount varies; recent grants have ranged from $2,000 to $5.1 million
How to Apply
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Geographic Focus
Where this funder awards grants
The foundation has national reach with concentrated giving in Florida, Indiana, and Illinois. Sarasota, Florida holds particular significance as a community of special interest to the family.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2025:
- Total Assets: $84.1 million
- Total Liabilities: $0
- Annual Revenue: $8.7 million
- Annual Expenses: $10.8 million
- Total Giving: $10.5 million
The foundation maintains substantial assets relative to its annual giving, positioning it in the top 10% of U.S. foundations by asset size.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $84,144,773 | $84,387,704 | $75,280,765 |
| Revenue | $8,703,736 | $6,191,398 | $5,883,888 |
| Expenses | $10,792,002 | $7,289,554 | $7,784,122 |
| Qualifying Distributions | $10,532,285 | $7,147,259 | $7,620,082 |
| Net Investment Income | $3,517,139 | $1,063,385 | $790,851 |
| Distributable Amount | $4,080,246 | $3,900,075 | $3,440,486 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
65 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Sheila Jellison – President
- Christina Jellison Mucha – Vice President
- Michelle Jellison – Vice President
- Hilary Jellison Simonds – Secretary
All board members serve with minimal time commitment (1 hour per week) and receive no compensation.
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Sheila Jellison | President | 1 | — |
| Christina Mucha | Vice President | 1 | — |
| Michelle Jellison | Vice President | 1 | — |
| Hilary Simonds | Secretary | 1 | — |
Contact Information
- Mailing Address: P.O. Box 773, Ramsey, NJ 07446
- Phone: 201-661-6600
- EIN: 83-2115946
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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