Funder DirectoryTHE ROCCO AND NANCY ORTENZIO
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Private foundation (trust)EIN 236805409Est. 1988-06

THE ROCCO AND NANCY ORTENZIO

MECHANICSBURG, PA 17055

Accepts unsolicited proposals

Total Assets

$23.8M

FY 2023

Annual Giving

$2.0M

FY 2023

Grants Made

6

FY 2023

Avg Grant

$334K

FY 2023

Grant Range

$2K–$1.1M

Typical

Deadlines

Applications are accepted at any time

Applications

Financial Snapshot

2023 filing

Total Revenue

$605K

Total Expenses

$2.1M

Qualifying Distributions

$2.0M

Distributable Amount

$1.1M

Min. Investment Return

$1.1M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

6 grants

Grant sizes from minimum $2K through median $150K to maximum $1.1M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $2.0M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

38 grants

BISHOP MCDEVITT HIGH SCHOOL
$2.4M
4 grants
UPMC PINNACLE FOUNDATION
$1.2M
3 grants
MESSIAH UNIVERSITY
$825K
4 grants
CATHEDRAL PARISH OF SAINT PATRICK
$400K
4 grants
LEBANON VALLEY COLLEGE
$200K
4 grants
MOUNT ST MARY'S SEMINARY
$50K
2 grants
BISHOP MCDEVITT HS MCDEVITT FUND
$50K
1 grant
HOLY SPIRIT HOSPITAL
$50K
1 grant

Grant Size Distribution

38 grants

<$10K
15
grants
$10–50K
8
grants
$50–250K
11
grants
$250K–1M
2
grants
$1–5M
2
grants
$5M+

Geographic Focus

2 states

Pennsylvania
$5.2M
99% of total
Maryland
$50K
1% of total

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THE ROCCO AND NANCY ORTENZIO — Grants, Financials & Contact | Grantivo