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Nonprofiteer
← JOSEPH JAMES MORELLI LEGACY FOUNDATION

Form 990 for tax year 2025

Filed by JOSEPH JAMES MORELLI LEGACY FOUNDATION.

Totals

Total revenue
$271,561
Total expenses
$833,586
Contributions and grants received
$247,543
Grants paid
$722,243
Program service revenue
$0
Investment income
$24,018
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$784,743
Management and general expenses
$34,918
Fundraising expenses
$13,925
Program service expenses (Part III)
$784,743

Program services were 94.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $247,543

  • 1g · Noncash contributions included above

    $80,526

  • 3 · Investment income

    total $19,537 · excluded $19,537

  • 7a · Gross sales of assets other than inventory

    securities $479,825

  • 7b · Less cost or other basis and sales expenses

    securities $475,344

  • 7c · Gain or loss

    securities $4,481

  • 7d · Net gain or loss

    total $4,481 · excluded $4,481

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $722,243 · program services $722,243

  • 11g · Fees: other

    total $111,343 · program services $62,500 · management and general $34,918 · fundraising $13,925

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $83,936 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $475,344 · end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,307 · end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,562 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $562,025 · end of year $0

Mission and programs · 2025

Mission

NONE

Activities or mission (Part I)

THE JOSEPH JAMES MORELLI LEGACY FOUNDATION HONORS JOSEPH'S SPIRIT BY (CONT. ON SCHEDULE O) SUPPORTING HIGH SCHOOL AND COLLEGE STUDENTS DIAGNOSED WITH DYSLEXIA WHO ARE PLANNING TO PURSUE CAREERS IN STEM (SCIENCE, TECHNOLOGY, ENGINEERING, MATH) BY: 1. AWARDING SCHOLARSHIPS. 2. EMPOWERING OUR SCHOLARSHIP RECIPIENTS TO REALIZE THEIR POTENTIAL THROUGH THE MORELLI FOUNDATION MENTORING PROGRAM 3. CREATING A SENSE OF COMMUNITY IN WHICH OUR SCHOLARSHIP RECIPIENTS AND FAMILIES CAN FEEL SUPPORTED.

  • 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.

    Expenses $722,243 · Grants $722,243

  • 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.

    Expenses $60,500

  • 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.

    Expenses $2,000

As filed on the 2025 return.

Listed in Part VII

  • DR BARABARA WIROSTKO MORELLI

    PRESIDENT

    Total calculated
    $0
    Hours/week
    20

  • DR JOSEPH MORELLI

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • MARCY ABATE

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • ANNE IVANHOE

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • LISA RAIANI

    TREASURER

    Total calculated
    $0
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

  • No recipient named

    $475,344

    Liquidation · VARIOUS SECURITIES · Dec 31, 2025

Provenance

Return type
form_990
Tax year
2025
IRS schema version
2025v4.2
Source object
202632399349301128

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