The Martin J & Mary Pat Ortenzio

MECHANICSBURG, PA EIN: 27-1915360

The Martin J & Mary Pat Ortenzio is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MECHANICSBURG, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $684K in total assets. In 2024, it awarded 3 grants totaling $62K. Net investment income was $32K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$684K

-4.4% YoY

Annual Giving

$62K

+1450.0% YoY

Grant Count

+50.0% YoY

Avg Grant Size

$21K

+933.3% YoY

Under IRS private-foundation payout rules, The Martin J & Mary Pat Ortenzio reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.

About The Martin J & Mary Pat Ortenzio

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maryland $89K (56%)

Pennsylvania $70K (44%)

States

Maryland Pennsylvania

Cities

LuthervillePotomacSelinsgroveTimoniumTowson

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$684,292	$716,079	$706,101
Revenue	$34,376	$17,989	$19,767
Expenses	$66,163	$8,011	$26,935
Qualifying Distributions	$63,442	$5,388	$24,295
Net Investment Income	$32,055	$28,111	$22,890
Distributable Amount	$34,420	$34,269	$34,345

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

9 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Catholic Charities ($40,000), Notre Dame Preparatory School ($20,000), Alzheimer's Association ($2,000).

Recipient	Purpose	Amount
ALZHEIMER'S ASSOCIATION LUTHERVILLE, MD	ORGANIZATIONS EXEMPT PURPOSE	$2,000
CATHOLIC CHARITIES TIMONIUM, MD	ORGANIZATIONS EXEMPT PURPOSE	$40,000
NOTRE DAME PREPARATORY SCHOOL TOWSON, MD	ORGANIZATIONS EXEMPT PURPOSE	$20,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
MARTIN J ORTENZIO	TRUSTEE	0.25	—
MARY PAT ORTENZIO	TRUSTEE	0.25	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Martin J & Mary Pat Ortenzio?

The Martin J & Mary Pat Ortenzio is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MECHANICSBURG, PA. It holds $684K in total assets as of 2024.

How large is The Martin J & Mary Pat Ortenzio?

As of 2024, The Martin J & Mary Pat Ortenzio holds $684K in total assets with $34K in annual revenue. It awarded 3 grants totaling $62K in 2024.

Where does The Martin J & Mary Pat Ortenzio operate?

The Martin J & Mary Pat Ortenzio has awarded grants in Maryland, Pennsylvania.

What size grants does The Martin J & Mary Pat Ortenzio award?

In 2024, The Martin J & Mary Pat Ortenzio awarded 3 grants totaling $62K — an average of about $21K per grant, based on its IRS Form 990 filings.

How much is The Martin J & Mary Pat Ortenzio required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Martin J & Mary Pat Ortenzio reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Martin J & Mary Pat Ortenzio's EIN?

The Martin J & Mary Pat Ortenzio's EIN (Employer Identification Number) is 27-1915360. IRS Form 990 filing data is available on this page for 2020–2024.