The Rocco and Nancy Ortenzio logo

The Rocco and Nancy Ortenzio

Foundation · Grantmaker Mechanicsburg, PA EIN: 23-6805409 Website

THE ROCCO AND NANCY ORTENZIO is a private foundation based in Mechanicsburg, Pennsylvania. Its 2025 filing says awards generally support a variety of community-oriented, educational, or special-purpose charitable endeavors.

Key facts about The Rocco and Nancy Ortenzio

In short: The Rocco and Nancy Ortenzio gave $1.8M across 3 grants in 2025 (avg $600K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
23-6805409
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$1,800,000
Grants made (2025)
3
Average grant
$600,000
Median grant
$400,000
Total assets
$9,383,401
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)
How to apply
The foundation accepts requests at any time. Full details ↓
Deadline
Applications are accepted at any time.

Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$9.4M

-12.8% YoY

Annual Giving

$1.8M

-31.4% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$600K

-8.5% YoY

Under IRS private-foundation payout rules, The Rocco and Nancy Ortenzio reported a distributable amount of $1.2M for 2025 — the minimum it must pay out in qualifying distributions.

How The Rocco and Nancy Ortenzio gives

  • Giving held roughly steady from 2022 to 2025 (+7%). Method
  • In 2025 it paid out 148% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s filing does not state a specific mission. It says awards are not restricted to specific categories of charitable recipients and are generally granted to community-oriented, educational, or special-purpose charitable endeavors.

Its 2025 grantees included Bishop McDevitt High School, Penn State Health, and UPMC Pinnacle Foundation. Penn State Health describes its mission as improving the health and well-being of people in Pennsylvania and beyond through care, education, and training. UPMC Pinnacle Foundation says it supports community benefit and education programs, hospital needs, and resources to improve access to and quality of care throughout UPMC Pinnacle.

Grantmaking

In 2025, the foundation awarded three grants totaling $1,800,000. Grant amounts ranged from $400,000 to $1,000,000, with a median of $400,000. Recipients were Bishop McDevitt High School ($1,000,000), UPMC Pinnacle Foundation ($400,000), and Penn State Health ($400,000). The stated purpose for each was “organizations exempt purpose.”

Review Cycle

** Applications are accepted at any time.

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Geographic Focus

Where this funder awards grants

All grant dollars reported for 2025 went to recipients in Pennsylvania.

Grant Distribution by State

2states

Share of all 3 itemized 2025 grant dollars.

Cities

HarrisburgMechanicsburgCamp HillAnnvilleHersheyEmmitsburg

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M7 grants20209 grants20218 grants20226 grants20234 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Bishop McDevitt High School: $1.0MBishop McDevitt High School$1.0MUpmc Pinnacle Foundation: $400KUpmc Pinnacle Foundation$400KPenn State Health: $400KPenn State Health$400K

Grant Size Distribution

30 grants across all recorded years

10<$50K2$50–100K8$100–250K5$250–500K1$500K–1M4$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
BISHOP MCDEVITT HIGH SCHOOL Harrisburg, PAORGANIZATIONS EXEMPT PURPOSE$1,000,000
UPMC PINNACLE FOUNDATION Harrisburg, PAORGANIZATIONS EXEMPT PURPOSE$400,000
PENN STATE HEALTH Hershey, PAORGANIZATIONS EXEMPT PURPOSE$400,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants Grant count
2025 $9,383,401 $556,769 $1,928,465 $1,800,000 3
2024 $10,755,097 $1,736,771 $2,692,920 $2,622,059 4
2023 $11,886,741 $605,275 $2,079,482 $2,004,000 6
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2.5M$5M$7.5M$10M202020212022202320242025
Metric202520242023
Total Assets$9,383,401$10,755,097$11,886,741
Revenue$556,769$1,736,771$605,275
Expenses$1,928,465$2,692,920$2,079,482
Qualifying Distributions$1,810,866$2,633,007$2,014,915
Net Investment Income$457,032$773,901$599,249
Distributable Amount$1,220,236$1,227,987$1,128,627

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 18, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 31, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  7. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
  8. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 18, 2022)
  9. Updated Form 990-PF for fiscal year 2022 (received by the IRS August 31, 2023)
  10. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  11. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  12. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Nancy M. Ortenzio, John M. Ortenzio, Robert A. Ortenzio, and Martin J. Ortenzio as trustees, and Kevin M. Ortenzio as council director.

The Rocco and Nancy Ortenzio's 2025 filing lists 5 officers; 1 of 5 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Kevin M. Ortenzio

    Council Director

    On filings since 2020

    1 hr/week

    $5K (2020) → $8K (2025)

  • John M. Ortenzio

    Trustee

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Martin J. Ortenzio

    Trustee

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Nancy M. Ortenzio

    Trustee

    On filings since 2020

    0.3 hrs/week

    No compensation reported

  • Robert A. Ortenzio

    Trustee

    On filings since 2020

    0.3 hrs/week

    No compensation reported

Former officers (1)
  • Former: Rocco A. Ortenzio (2020–2024) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Kevin M Ortenzio — Council Dir.: $8KKevin M OrtenzioCouncil Dir.$8K

Contact

Application contact: Robert A Ortenzio
Mailing address: 4732 Gettysburg Road - Suite 401, Mechanicsburg, PA 17055
Phone: (717) 972-1300
Website: https://nancyspizza.com

Frequently asked questions about The Rocco and Nancy Ortenzio

How much does The Rocco and Nancy Ortenzio give each year?

The Rocco and Nancy Ortenzio gave $1.8M across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.6M across 4 grants.

What is The Rocco and Nancy Ortenzio's typical grant size?

The Rocco and Nancy Ortenzio's median grant in 2025 was $400,000, and its average grant was $600,000, across 3 grants on its 2025 IRS Form 990-PF.

Where does The Rocco and Nancy Ortenzio give grants?

The Rocco and Nancy Ortenzio gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Harrisburg, PA (2 grants).

How large is The Rocco and Nancy Ortenzio?

The Rocco and Nancy Ortenzio reported $9.4M in total assets on its 2025 IRS Form 990-PF. It paid out $1.8M in qualifying distributions that year, against a required minimum of $1.2M (roughly 5% of its investment assets).

What does The Rocco and Nancy Ortenzio fund?

The foundation’s filing does not state a specific mission. It says awards are not restricted to specific categories of charitable recipients and are generally granted to community-oriented, educational, or special-purpose charitable endeavors. Its 2025 grantees included Bishop McDevitt High School, Penn State Health, and UPMC Pinnacle Foundation. Penn State Health describes its mission as improving the health and well-being of people in Pennsylvania and beyond through care, education, and train…

How do I apply for a grant from The Rocco and Nancy Ortenzio?

The foundation accepts requests at any time. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The Rocco and Nancy Ortenzio's EIN?

The Rocco and Nancy Ortenzio's EIN (Employer Identification Number) is 23-6805409. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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