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
Under IRS private-foundation payout rules, Brian and Sheila Jellison Family reported a distributable amount of $4.1M for 2025 — the minimum it must pay out in qualifying distributions.
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
**
Ready to take the next step with Brian and Sheila Jellison Family?
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
Among its reported 2025 grants, the largest include Sarasota Memorial Healthcare Foundation ($5,113,984), Cancer Vaccine Coalition ($2,036,336), Indiana University Foundation ($1,596,586).
| Recipient | Purpose | Amount |
|---|---|---|
| Big Cat Habitat & Gulf Coast Sanctuary Sarasota, FL | Tropical storm Debby | $5,000 |
| Camp One Step Chicago, IL | General support for camp for children with cancer | $15,000 |
| Cancer Vaccine Coalition Middlebury, VT | General support | $2,036,336 |
| Child Protection Center Sarasota, FL | General Support for Night of Hope and Healing | $95,000 |
| Community Foundation of Sarasota Sarasota, FL | General support | $1,003,584 |
| Elmhurst Walk-In Elmhurst, IL | General support | $25,000 |
| Friends of Amani Children's Home United States Concord, NH | To support the work of rescuing homeless children in Tanzania. | $50,000 |
| Indiana University Foundation Bloomington, IN | To support various educational programs and the renovation of a learning studio in order to enhance the learning experience of students. | $1,596,586 |
| Library Foundation of Sarasota County Sarasota, FL | General support | $99,253 |
| Mousam Lake Association Sringvale, ME | General support | $10,000 |
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
Frequently Asked Questions
What does Brian and Sheila Jellison Family fund?
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 ad…
How do I apply for a grant from Brian and Sheila Jellison Family?
**Grant Characteristics:** • Grant range: $500,000 to $25,000,000+ for major gifts • Median grant amount: $38,000 • Average grant amount varies; recent grants have ranged from $2,000 to $5.1 million • Annual giving: approximately $10.5 million (2025) **Application Process:** 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. **Recent Major Gifts:** • $25 million t…
Where does Brian and Sheila Jellison Family make 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.
What size grants does Brian and Sheila Jellison Family award?
In 2025, Brian and Sheila Jellison Family awarded 20 grants totaling $10.5M — an average of about $526K per grant, based on its IRS Form 990 filings.
How much is Brian and Sheila Jellison Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Brian and Sheila Jellison Family reported a distributable amount of $4.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Brian and Sheila Jellison Family's EIN?
Brian and Sheila Jellison Family's EIN (Employer Identification Number) is 83-2115946. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Brian and Sheila Jellison Family's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Virgil P Warren Fdn Tr Ua
ORLANDO, FL
Assets
$4.2M
Grants
14
Total Given
$96K
Palm Valley Academy Parent-teacher
PONTE VEDRA, FL
Assets
$261K
Grants
1
Total Given
$78K
The Fritch Foundation
FT LAUDERDALE, FL
Assets
—
Grants
17
Total Given
$167K
Leiman Asterisk Foundation Inc
DELRAY BEACH, FL
Assets
$1.2M
Grants
2
Total Given
$62K
Rachel Memorial Foundation
SANTA RSA BCH, FL
Assets
—
Grants
6
Total Given
$10K
My Brother'ssister's Keeper Charitable
ROYAL PALM BEACH, FL
Assets
$462K
Grants
1
Total Given
$50K
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Brian and Sheila Jellison Family on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Brian and Sheila Jellison Family to a real strategy.