The Rocco and Nancy Ortenzio
The Rocco and Nancy Ortenzio Family Foundation is a private independent foundation established in 1986 and headquartered in Mechanicsburg, Pennsylvania. The foundation is dedicated to improving communities through stronger health care and education opportunities, with a particular focus on supporting Roman Catholic educational institutions and health care initiatives in Central Pennsylvania.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$10.8M
-9.5% YoY
Annual Giving
$2.6M
+30.8% YoY
Grant Count
4
-33.3% YoY
Avg Grant Size
$656K
+96.3% YoY
Mission & Focus Areas
The foundation's grants are primarily restricted to Roman Catholic educational institutions to provide scholarships or other assistance to qualified students with financial need. First preference is given to students who are members of St. Ann's Roman Catholic Church in Steelton, Pennsylvania.
Primary funding focus areas include:
- Education
- Health care
- Philanthropy and voluntarism
- Human services
Grantmaking
The foundation established a $250,000 gift to Lebanon Valley College to create the Rocco and Nancy Ortenzio Scholarship, which supports students with financial need. According to the foundation's statement on this gift, the goal is to remove financial barriers so that "bright minds [can] focus on learning, exploration and achievement."
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Pennsylvania, with particular emphasis on the Central Pennsylvania region, including the Harrisburg and Lancaster areas.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Total Assets: $10,755,097 (as of 2024)
Total Revenues (2024): $1,736,771
Total Expenses (2024): $2,692,920
Investment Income and Dividends (2024): $449,787
The foundation primarily funds organizations using tax-exempt dividends from marketable securities.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $10,755,097 | $11,886,741 | $13,360,948 |
| Revenue | $1,736,771 | $605,275 | $593,165 |
| Expenses | $2,692,920 | $2,079,482 | $1,755,998 |
| Qualifying Distributions | $2,633,007 | $2,014,915 | $1,687,828 |
| Net Investment Income | $773,901 | $599,249 | $599,539 |
| Distributable Amount | $1,227,987 | $1,128,627 | $1,116,643 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
34 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Rocco A. Ortenzio - Founder and philanthropist. Mr. Ortenzio is a distinguished health care executive who founded four start-up companies, took all of them public, and grew each into successful corporations:
- Select Medical (NYSE) - Vice Chairman (1996 to Present)
- Continental Medical Systems, Inc. (NYSE) (1986 to 1995)
- Rehab Hospital Services Corporation (NASDAQ) (1979 to 1986)
- Rehab Corporation (NASDAQ) (1969 to 1977)
Mr. Ortenzio also serves as Chairman of Select Asset Management & Trust Company, which manages assets for high net worth individuals and institutions.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROCCO A ORTENZIO | TRUSTEE | 1.5 | — |
| NANCY M ORTENZIO | TRUSTEE | 0.25 | — |
| JOHN M ORTENZIO | TRUSTEE | 0.25 | — |
| ROBERT A ORTENZIO | TRUSTEE | 0.25 | — |
| MARTIN J ORTENZIO | TRUSTEE | 0.25 | — |
| KEVIN M ORTENZIO | COUNCIL DIR. | 1.75 | $8,000 |
Recent News & Activity
Recent developments and announcements
**UPMC Hillman Cancer Center Fund (2024):** The UPMC Pinnacle Foundation, with support from the Ortenzio Family Foundation, raised more than $88,000 at the Women's Cancer Symposium in September 2024 for the Rocco & Nancy Ortenzio Fund for Clinical Excellence. This fund provides support for advanced cancer research and patient care at UPMC Central Pennsylvania Hillman Cancer Centers. The fund supports cancer research, capital expenditures, tissue banking, innovative research programs, advanced clinical trials, and staffing needs including laboratory personnel, IT technicians, research coordinators, physicians, and nursing teams.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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