Jerald a & Sue Ellen Holleman Foundation

MORRISTOWN, NJ EIN: 20-8014309

Jerald a & Sue Ellen Holleman Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MORRISTOWN, NJ. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grants totaling $965K. Net investment income was $19K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$965K

+1687.4% YoY

Grant Count

1

-90.0% YoY

Avg Grant Size

$965K

+17774.3% YoY

Under IRS private-foundation payout rules, Jerald a & Sue Ellen Holleman Foundation reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.

About Jerald a & Sue Ellen Holleman Foundation

Based on IRS filings

Jerald a & Sue Ellen Holleman Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MORRISTOWN, NJ. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grants totaling $965K. Net investment income was $19K.

Ready to take the next step with Jerald a & Sue Ellen Holleman Foundation?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Cities

Basking RdgeBostonChapel HillClintonJenkintownMill SpringPittsboroRoswellSalisburySavannahSeagroveSt PaulWilmingtonWinstonsalem

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$267K$534K$802K$1M20202021202220232024
Metric202420232022
Total Assets$408,483$420,403
Revenue$21,605$45,670$48,582
Expenses$971,607$57,590$59,128
Qualifying Distributions$967,727$53,969$52,695
Net Investment Income$18,535$45,670$48,582
Distributable Amount$34,331$48,757$53,972

Giving Over Time

Total grant dollars and number of grants per year

$0$241K$482K$723K$965K11 grants202012 grants202112 grants202210 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

NATIONAL PHILANTHROPIC T…$965K

Grant Size Distribution

46 grants across all recorded years

45<$50K$50–100K$100–250K$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include National Philanthropic Trust ($964,656).

RecipientPurposeAmount
NATIONAL PHILANTHROPIC TRUST JENKINTOWN, PAGENERAL SUPPORT$964,656

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
SUE ELLEN HOLLEMANPRESIDENT
ERIN HOLLEMAN FARRELLSECRETARY
PHILIP J SIANATREASURER

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Jerald a & Sue Ellen Holleman Foundation?

Jerald a & Sue Ellen Holleman Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MORRISTOWN, NJ. It holds — in total assets as of 2024.

Where does Jerald a & Sue Ellen Holleman Foundation operate?

Jerald a & Sue Ellen Holleman Foundation has awarded grants in Georgia, Massachusetts, Minnesota, North Carolina, New Jersey, Pennsylvania, South Carolina.

What size grants does Jerald a & Sue Ellen Holleman Foundation award?

In 2024, Jerald a & Sue Ellen Holleman Foundation awarded 1 grants totaling $965K — an average of about $965K per grant, based on its IRS Form 990 filings.

How much is Jerald a & Sue Ellen Holleman Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jerald a & Sue Ellen Holleman Foundation reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jerald a & Sue Ellen Holleman Foundation's EIN?

Jerald a & Sue Ellen Holleman Foundation's EIN (Employer Identification Number) is 20-8014309. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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