2025-09-09T13:51:27-05:00 2025-06-30 582487348 Aprio Advisory Group LLC 2002 Summit Boulevard Suite 120 Atlanta GA 30319 990PF 2024-07-01 832115946 Brian and Sheila Jellison Family Foundation BRIA 2016616600 PO Box 773 Sarasota FL 34230 Michelle Jellison Vice President 2016616600 2025-09-09 1 1 Stacy Cullen P00974308 4048929651 2025-09-09 2024 2025-03-06 01:10:19Z X X 84144773 X 5015016 1348620 1348620 2340100 2340100 2340100 8703736 3688720 0 0 0 44386 22193 22193 203073 141320 0 22868 8068 0 8756 0 0 2827 0 0 281910 171581 22193 10510092 10510092 10792002 171581 10532285 -2088266 3517139 485172 1908323 1908323 1918833 3359951 3359951 52091548 43646301 43646301 1318035 3362494 3362494 28543985 31840971 31840971 30131 26733 26733 84387704 84144773 84144773 28520 0 28520 0 X 0 0 0 0 84359184 84144773 84359184 84144773 84387704 84144773 84359184 -2088266 1873855 84144773 0 84144773 Merrill Lynch Investments 59783 59783 59783 Merrill Lynch Investments 2181978 2181978 2181978 Capital Gains Dividends P 98339 98339 98339 2340100 48888 0 48888 0 48888 14761 0 0 0 14761 0 34127 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A The Foundation 2016616600 PO Box 773 Sarasota FL 34230 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Sheila Jellison PO Box 773 Sarasota FL 34230 President 1.00 0 0 0 Christina Mucha PO Box 773 Sarasota FL 34230 Vice President 1.00 0 0 0 Michelle Jellison PO Box 773 Sarasota FL 34230 Vice President 1.00 0 0 0 Hilary Simonds PO Box 773 Sarasota FL 34230 Secretary 1.00 0 0 0 NONE 0 MH Family Consulting Services PO Box 773 Sarasota FL 34230 Business Management Consulting 58525 0 0 83212940 627337 0 83840277 0 0 83840277 1257604 82582673 4129134 4129134 48888 48888 4080246 0 4080246 0 4080246 10532285 0 10532285 4080246 0 0 2956707 3247184 6203891 10532285 0 0 0 4080246 6452039 0 0 12655930 0 0 0 0 0 0 0 12655930 2956707 3247184 6452039 Sheila Jellison X Big Cat Habitat & Gulf Coast Sanctuary 7501 Palmer Blvd Sarasota FL 34240 None PC Tropical storm Debby 5000 Camp One Step 213 W Institute Place Suite 410 Chicago IL 60610 None PC General support for camp for children with cancer 15000 Cancer Vaccine Coalition PO Box 16 Middlebury VT 05753 None PC General support 2036336 Child Protection Center 720 S Orange Avenue Sarasota FL 34236 None PC General Support for Night of Hope and Healing 95000 Community Foundation of Sarasota 2635 Fruitville Rd Sarasota FL 34237 None PC General support 1003584 Elmhurst Walk-In St Peters United Church of Christ 125 W Church St Elmhurst IL 60126 None PC General support 25000 Friends of Amani Children's Home United States 11 South Main Street Suite 501 Concord NH 03301 None PC To support the work of rescuing homeless children in Tanzania. 50000 Indiana University Foundation PO Box 500 Bloomington IN 47402 None PC To support various educational programs and the renovation of a learning studio in order to enhance the learning experience of students. 1596586 Library Foundation of Sarasota County PO Box 17903 Sarasota FL 342760903 None PC General support 99253 Mousam Lake Association PO Box 333 Sringvale ME 04083 None PC General support 10000 Myakka Elephant Ranc 1767 Lakewood Ranch Blvd Bradenton FL 34211 None PC Elephant Spa Day 5000 National Ataxia Foundation PO Box 27986 Golden Valley MN 55427 None PC General support 2000 No Frills Fun Run 396 Sunnyside Elmhurst IL 60126 None PC General support 20000 October Saves Goalie Challenge 46164 Westlake Drive Sterling VA 20165 None PC To support the purpose of fighting global cancer 7103 Sarasota Memorial Healthcare Foundation 1515 S Osprey Ave Suite B4 Sarasota FL 34239 None PC To support the construction of the SMH Cancer Institute 5113984 Second Heart Homes Inc PO Box 3880 Sarasota FL 34230 None PC To support the mission to serve homeless individuals coming off the streets 25000 Steuben Community Foundation 107 N Wayne Street Angola IN 46703 None PC Clear Lake Yacht Club Legacy Fund 140848 Streets of Paradise PO Box 50652 Sarasota FL 342320305 None PC Hurricane relief 10000 The V Foundation for Cancer Research 14600 Weston Parkway Cary NC 27513 None PC To support game-changing research & all-star scientists to accelerate victory over cancer 75000 Visible Men Academy 921 63rd Ave East Bradenton FL 34203 None pc To support education, academic programs, faculty, and campus activities 175398 10510092 0 14 1348620 18 2340100 0 3688720 0 3688720 0 0 0 0 0 0 0 0 0 0 X X 1 Sheila Jellison 48 S Franklin Turnpike Ramsey NJ 07446 5015016 X X 1 8,969 shares of Roper Technologies Inc. 5015016 2024-07-15 Accounting Fees 44386 22193 22193 Merrill Lynch - Corporate Bond Investments 3362494 3362494 Merrill Lynch - Corporate Stock Investments 43646301 43646301 3359951 3359951 0 0 Merrill Lynch - Publicly Traded Securities FMV 26314857 26314857 Merrill Lynch - Alternative Investments FMV 5526114 5526114 Interest Receivable 22770 26733 26733 Prepaid Excise Taxes 7361 0 0 Office Expenses 554 0 0 Insurance 2273 0 0 Unrealized Gain (Loss) 1846853 Retained Earnings Adjustment 27002 Accrued Expenses 27000 0 Due to Director 1520 0 Investment Management Fees 141320 141320 0 Other Professional Fees 61753 0 0 Federal Excise Taxes 14800 0 0 Foreign Taxes 8068 8068 0