EIN 23-6805409

The Rocco and Nancy Ortenzio Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
1988
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Rocco and Nancy Ortenzio Foundation is a private foundation located in Mechanicsburg, PA that primarily funds organizations exempt purpose using tax exempt dividends from marketable securities. It made nine grants last year to grantees such as Upmc Pinnacle Foundation and others.
Total revenues
$605,275
2023
Total expenses
$2,079,482
2023
Total assets
$11,886,741
2023
Num. employees
0
2023

Program areas at The Rocco and Nancy Ortenzio Foundation

Tax exempt dividends from marketable securities

Grants made by The Rocco and Nancy Ortenzio Foundation

GranteeGrant descriptionAmount
Bishop Mcdevitt High School of HarrisburgOrganizations Exempt Purpose$1,100,000
UPMC Pinnacle FoundationOrganizations Exempt Purpose$600,000
Messiah UniversityOrganizations Exempt Purpose$200,000

Personnel at The Rocco and Nancy Ortenzio Foundation

NameTitleCompensation
Rocco A OrtenzioTrustee$0

Financials for The Rocco and Nancy Ortenzio Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$432,276
Net rental income$0
Net gain from sale of non-inventory assets$-44,541
Gross sales of inventory$0
Miscellaneous revenues$217,540
Total revenues$605,275

Form 990s for The Rocco and Nancy Ortenzio Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-14990PFView PDF
2022-122023-08-31990PFView PDF
2021-122022-08-18990PFView PDF
2020-122021-05-12990PFView PDF
2018-122019-07-23990PFView PDF
...and 7 more Form 990s
Data update history
October 30, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 22, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 9, 2023
Posted financials
Added Form 990PF for fiscal year 2020
November 25, 2019
Posted financials
Added Form 990PF for fiscal year 2018
November 22, 2018
Posted financials
Added Form 990PF for fiscal year 2017
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
4732 Gettysburg Rd - Suite 401
Mechanicsburg, PA 17055
Metro area
Harrisburg-Carlisle, PA
County
Cumberland County, PA
Phone
(717) 972-1300
IRS details
EIN
23-6805409
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1988
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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