Brian and Sheila Jellison Family

Foundation · Grantmaker SARASOTA, FL EIN: 83-2115946

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.

Key facts about Brian and Sheila Jellison Family

EIN: 83-2115946
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $10,510,092
Grants made (2025): 20
Average grant: $525,505
Median grant: $37,500
Total assets: $84,144,773
Primary geography: Florida (62% of itemized 2025 grant dollars)
Accepts unsolicited proposals: No
How to apply: The foundation operates on a preselected basis only and does not accept unsolicited applications for funds.

Data from IRS Form 990-PF, 2025; updated June 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Brian and Sheila Jellison Family funds

By grant dollars, the top recipient states for Brian and Sheila Jellison Family's 20 itemized 2025 grants were Florida (62%), Vermont (19%) and Indiana (17%). The most frequent recipient cities were Sarasota, FL (7 grants), Bradenton, FL (2 grants) and Elmhurst, IL (2 grants). 45% of grants with a stated purpose were for general or operating support.

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

+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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

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

Florida $6.5M (62%)

Vermont $2.0M (19%)

Indiana $1.7M (17%)

North Carolina $75K (1%)

Illinois $60K (1%)

All other $69K (1%)

Share of all 20 itemized 2025 grant dollars.

States

California Florida Illinois Indiana Massachusetts Maine Minnesota North Carolina New Hampshire Virginia Vermont

Cities

SarasotaElmhurstBradentonBloomingtonCaryNeedhamSterlingConcordAngolaChicagoGolden ValleyJamulLombardMiddleburyOspreySringvale

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.

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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 recipients include Sarasota Memorial Healthcare Foundation ($5,113,984), Cancer Vaccine Coalition ($2,036,336), Indiana University Foundation ($1,596,586).

Recipient	Purpose	Amount
Sarasota Memorial Healthcare Foundation Sarasota, FL	To support the construction of the SMH Cancer Institute	$5,113,984
Cancer Vaccine Coalition Middlebury, VT	General support	$2,036,336
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
Community Foundation of Sarasota Sarasota, FL	General support	$1,003,584
Visible Men Academy Bradenton, FL	To support education, academic programs, faculty, and campus activities	$175,398
Steuben Community Foundation Angola, IN	Clear Lake Yacht Club Legacy Fund	$140,848
Library Foundation of Sarasota County Sarasota, FL	General support	$99,253
Child Protection Center Sarasota, FL	General Support for Night of Hope and Healing	$95,000
The V Foundation for Cancer Research Cary, NC	To support game-changing research & all-star scientists to accelerate victory over cancer	$75,000
Friends of Amani Children's Home United States Concord, NH	To support the work of rescuing homeless children in Tanzania.	$50,000

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

Philanthropy, Voluntarism & Grantmaking

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.

Does Brian and Sheila Jellison Family accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. The foundation operates on a preselected basis only and does not accept unsolicited applications for funds.