The Robert and Angela Ortenzio
The Robert and Angela 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 $4.2M in total assets. In 2024, it awarded 6 grants totaling $2.1M. Net investment income was $381K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.2M
-12.9% YoY
Annual Giving
$2.1M
+224.6% YoY
Grant Count
6
+100.0% YoY
Avg Grant Size
$352K
+62.3% YoY
Under IRS private-foundation payout rules, The Robert and Angela Ortenzio reported a distributable amount of $530K for 2024 — the minimum it must pay out in qualifying distributions.
About The Robert and Angela Ortenzio
Based on IRS filings
The Robert and Angela 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 $4.2M in total assets. In 2024, it awarded 6 grants totaling $2.1M. Net investment income was $381K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,246,543 | $4,874,134 | $3,328,096 |
| Revenue | $1,636,520 | $2,610,670 | $495,818 |
| Expenses | $2,148,327 | $671,127 | $246,379 |
| Qualifying Distributions | $2,112,182 | $652,095 | $214,488 |
| Net Investment Income | $380,928 | $622,903 | $182,802 |
| Distributable Amount | $530,190 | $412,764 | $392,420 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
40 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Notre Dame ($1,000,000), University of Notre Dame ($1,000,000), Keystone Family Alliance ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF NOTRE DAME NOTRE DAME, IN | ORGANIZATIONS EXEMPT PURPOSE | $25,000 |
| UNIVERSITY OF NOTRE DAME BANGLADESH NOTRE DAME, IN | ORGANIZATIONS EXEMPT PURPOSE | $25,000 |
| KEYSTONE FAMILY ALLIANCE MILLHEIM, PA | ORGANIZATIONS EXEMPT PURPOSE | $50,000 |
| UNIVERSITY OF NOTRE DAME NOTRE DAME, IN | FAMILY FELLOWSHIP FUND | $1,000,000 |
| UNIVERSITY OF NOTRE DAME NOTRE DAME, IN | JENKINS CENTER FOR VIRTUE ETHICS | $1,000,000 |
| FRIENDS OF LANTERN HILL CHESTERFIELD, MO | ORGANIZATIONS EXEMPT PURPOSE | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT A ORTENZIO | TRUSTEE | 0.25 | — |
| ANGELA D ORTENZIO | TRUSTEE | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Robert and Angela Ortenzio?
The Robert and Angela Ortenzio is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MECHANICSBURG, PA. It holds $4.2M in total assets as of 2024.
How large is The Robert and Angela Ortenzio?
As of 2024, The Robert and Angela Ortenzio holds $4.2M in total assets with $1.6M in annual revenue. It awarded 6 grants totaling $2.1M in 2024.
Where does The Robert and Angela Ortenzio operate?
The Robert and Angela Ortenzio has awarded grants in Indiana, Missouri, Pennsylvania, Texas.
What size grants does The Robert and Angela Ortenzio award?
In 2024, The Robert and Angela Ortenzio awarded 6 grants totaling $2.1M — an average of about $352K per grant, based on its IRS Form 990 filings.
How much is The Robert and Angela Ortenzio required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Robert and Angela Ortenzio reported a distributable amount of $530K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Robert and Angela Ortenzio's EIN?
The Robert and Angela Ortenzio's EIN (Employer Identification Number) is 25-6843186. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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