The Rocco and Nancy Ortenzio
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.
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
Share of all 3 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
30 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| BISHOP MCDEVITT HIGH SCHOOL Harrisburg, PA | ORGANIZATIONS EXEMPT PURPOSE | $1,000,000 |
| UPMC PINNACLE FOUNDATION Harrisburg, PA | ORGANIZATIONS EXEMPT PURPOSE | $400,000 |
| PENN STATE HEALTH Hershey, PA | ORGANIZATIONS 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 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 31, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 31, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- 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
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.
Here's the math on researching The Rocco and Nancy Ortenzio by hand.
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