Mello Family Foundation

Nonprofit profile at a glance

EIN
884320721
IRS 990-PF coverage
2022–2025
Forms available
Form 990-PF 2025
Location
San Luis Obispo, CA, USA
Phone
8058010404
Rating
80
Verdict
STRONG
Rating confidence
Moderate
Sector
Private Independent Foundations

Reported finances

Revenue
$1,842
Expenses
$36,003

Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.

Overview

Mission

Private Independent Foundations

What it reported funding in 2025

The foundation reported 8 grants totaling $30,770. The stated grant purposes included 4-h program support, charitable donation, and education support.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.

The verdict

STRONG - A large share of available resources goes to charitable grants and the filing identifies who received its grants. Assets provide a limited cushion relative to annual grants.

Rating breakdown

  • Grant Deployment: 100
  • Cost Efficiency: 85
  • Transparency: 100
  • Compliance: 50
  • Endowment Health: 29

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 100%; rating input score 100; 75th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 85.5%; rating input score 85; 69th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: Limited
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 9.36; rating input score 29; 29th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: At least 100% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: Filed self-dealing detail
  • Investments: 29th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Endowment Health: Endowment-health comparison scored 29/100.