Nonprofit · EIN 83-2115946
BRIAN AND SHEILA JELLISON FAMILY FOUNDATION
Tax-exempt · SARASOTA, FL 34230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $8,703,736 | $10,792,002 | -$2,088,266 | $84,144,773 | $0 | $84,144,773 |
| June 30, 2024 | 990-PF | $6,191,398 | $7,289,554 | -$1,098,156 | $84,387,704 | $28,520 | $84,359,184 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,015,016
- Dividends
- $1,348,620
- Net gain from sales of assets
- $2,340,100
Expenses
- Grants and similar amounts paid
- $10,510,092
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $10,532,285
- Excise tax on investment income
- $48,888
Balance sheet and other
- Total assets, start of year
- $84,387,704
- Total assets, end of year
- $84,144,773
- Total liabilities, end of year
- $0
- Net assets, end of year
- $84,144,773
- Fair market value of assets
- $84,144,773
- Qualifying distributions
- $10,532,285
- Net investment income
- $3,688,720
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sheila Jellison PO Box 773, Sarasota, FL 34230 | President | 1 | $0 |
| Christina Mucha PO Box 773, Sarasota, FL 34230 | Vice President | 1 | $0 |
| Michelle Jellison PO Box 773, Sarasota, FL 34230 | Vice President | 1 | $0 |
| Hilary Simonds PO Box 773, Sarasota, FL 34230 | Secretary | 1 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHEILA JELLISON CFG CPA48 S FRANKLIN TPKE 300, RAMSEY, NJ 07446 | PRESIDENT | 1 | $0 |
| CHRISTINA MUCHA CFG CPA48 S FRANKLIN TPKE 300, RAMSEY, NJ 07446 | VICE PRESIDENT | 1 | $0 |
| MICHELLE JELLISON CFG CPA48 S FRANKLIN TPKE 300, RAMSEY, NJ 07446 | VICE PRESIDENT | 1 | $0 |
| HILARY SIMONDS CFG CPA48 S FRANKLIN TPKE 300, RAMSEY, NJ 07446 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 773, SARASOTA, FL 34230-0773
- Signed the 990-PF
- Michelle Jellison, Vice President
- Phone
- (201) 661-6600
- Return prepared by
- Aprio Advisory Group LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 83-2115946
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2019
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $84,144,773
- Income (IRS master file)
- $8,703,736
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $8,703,736 | $10,792,002 | $84,144,773 | XML |
| 990-PF | June 2024 | $6,191,398 | $7,289,554 | $84,387,704 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-2115946).
Questions about BRIAN AND SHEILA JELLISON FAMILY FOUNDATION
- What is the EIN of BRIAN AND SHEILA JELLISON FAMILY FOUNDATION?
- The employer identification number (EIN) of BRIAN AND SHEILA JELLISON FAMILY FOUNDATION is 83-2115946.
- Is BRIAN AND SHEILA JELLISON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to BRIAN AND SHEILA JELLISON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BRIAN AND SHEILA JELLISON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BRIAN AND SHEILA JELLISON FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRIAN AND SHEILA JELLISON FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of BRIAN AND SHEILA JELLISON FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does BRIAN AND SHEILA JELLISON FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $8,703,736, expenses of $10,792,002 and total assets of $84,144,773 at year end.
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All nonprofits in SARASOTA · Florida · Philanthropy, voluntarism and grantmaking foundations