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Joseph James Morrelli Legacy Founda Tion

EIN 83-1939846

Public records raise at least one point you should look into before giving.

LegitimacyCautionRegistration and standingFinancial healthWeak30 out of 100GovernanceStrong100 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

NONE

Income
$271,561
Spending
$833,586
Spent on programs
94%
Reserves
0 months of spending
Largest source of income
donations and private grants, 91%
Employees
0
Volunteers
24

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Weak: 30 out of 100.

  • Reserves

    4 of 35

    Spendable reserves would cover 0.0 months of spending.

  • Living within its means

    0 of 15

    Spending exceeded income by 207% of income.

  • Income trend

    5 of 15

    Income fell 20% on the year before.

  • Spending floor

    15 of 15

    94% of spending went to programs and raising each dollar of donations cost 6 cents.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Strong: 100 out of 100.

  • Independent board

    25 of 25

    8 of 8 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Independent check of accounts

    15 of 15

    Its accounts were audited by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (3)
  1. $722,243 spent. SCHOLARSHIP PROGRAM: THE FOUNDATION SUPPORTS YOUNG ADULTS WITH LEARNING DIFFERENCES BY AWARDING SCHOLARSHIPS TO COLLEGE STUDENTS WITH DYSLEXIA WHO WISH TO PURSUE A DEGREE IN A SCIENCE, TECHNOLOGY, ENGINEERING OR MATHEMATICS (STEM) FIELD. THE SCHOLARSHIP FUNDS CAN BE APPLIED TOWARDS TUITION, TESTING, TUTORING, ADAPTIVE SERVICES AND ACCOMMODATIONS. THE SCHOLARSHIP RECIPIENTS TELL US THAT THE SCHOLARSHIPS AND THE FOUNDATION'S OTHER PROGRAMS OFFER RECOGNITION AND VALIDATE THEIR STRUGGLES. IN 2025, THE FOUNDATION PROVIDED SCHOLARSHIPS TO 104 STUDENTS WITH DYSLEXIA ATTENDING VARIOUS U.S. EDUCATIONAL INSTITUTIONS AND PROVIDED A GRANT TO MONTANA STATE UNIVERSITY TO FURTHER THE MISSION OF THE FOUNDATION AS THIS IS THE FINAL YEAR OF THE FOUNDATION.
  2. $60,500 spent. MENTORING PROGRAM: THE PROGRAM PAIRS COLLEGE FRESHMEN WITH PEER MENTORS TO HELP THEM NAVIGATE THE CHALLENGES THAT COLLEGE PRESENTS, PARTICULARLY FOR STUDENTS WITH LEARNING DIFFERENCES. MENTORS ARE CURRENT OR FORMER SCHOLARSHIP RECIPIENTS, EITHER UPPERCLASSMEN OR RECENT GRADUATES. THE MENTORS SUPPORT THEIR MENTEES AND HELP EQUIP THEM WITH SKILLS THEY NEED TO CONFIDENTLY SUCCEED.
  3. $2,000 spent. EDUCATIONAL OUTREACH PROGRAM: THE PURPOSE OF THE PROGRAM IS TO EDUCATE AND INFORM ON THE NEEDS OF STUDENTS WITH LEARNING DISABILITIES SUCH AS DYSLEXIA, WHICH INCLUDES THE SUPPORT, ACCOMMODATIONS, AND RESOURCES THAT ARE NECESSARY. FAMILIES EVEN TODAY ARE STILL FIGHTING ACROSS THIS COUNTRY TO GET RESOURCES THAT ENABLE THEIR CHILDREN WITH LEARNING DISABILITIES TO GET THE ACCOMMODATIONS THEY ARE LEGALLY ENTITLED TO UNDER THE INDIVIDUALS WITH DISABILITIES EDUCATION ACT. THE FOUNDATION PARTNERS WITH LIKE-MINDED ORGANIZATIONS, PROVIDES SUPPORT AND PARTICIPATED IN EVENTS THAT EDUCATE AND PROMOTE AWARENESS OF THESE NEEDS. THE FOUNDATION ALSO HAS FOCUSED ON CREATING A SENSE OF COMMUNITY FOR THE SCHOLARSHIP RECIPIENTS AND FAMILIES.

Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Caution.

    Not in the IRS master file of tax-exempt organizations. Churches and some very small organizations are not required to register, so this alone does not mean it is not a real charity.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.

  3. Are donations tax-deductible? Caution.

    Not on the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.