2024-05-14T16:15:31-04:00 2023-12-31 231979781 MARTIN M SACKS & ASSOCIATES 4775 LINGLESTOWN RD STE 100 HARRISBURG PA 17112 990PF 2023-01-01 236805409 THE ROCCO AND NANCY ORTENZIO FOUNDATION ROCC 7179721300 4732 GETTYSBURG ROAD - SUITE 401 MECHANICSBURG PA 17055 ROCCO A ORTENZIO TRUSTEE 7179721300 2024-05-13 true ROCCO A ORTENZIO XXX-XX-XXXX false RICHARD A BLUIS CPA P00486887 7176571300 2024-05-13 2023 2023-04-26 12:10:37Z X 23837786 X X 432276 432276 -44541 2115907 217540 217540 605275 649816 8000 8000 4350 1450 2900 14000 49132 49117 15 75482 50567 10915 2004000 2004000 2079482 50567 2014915 -1474207 599249 1211 846 846 64094 140964 140964 8000000 9000000 8000000 8000000 246514 528591 528591 12505572 3518550 3212749 3186813 1988 3591 3591 13360948 11886741 23837786 0 X 13360948 11886741 13360948 11886741 13360948 11886741 13360948 -1474207 11886741 11886741 JPM 6003 SEE ATTACHED P 943922 942264 1658 1658 JPM 6003 SEE ATTACHED P 1171985 1218184 -46199 -46199 -44541 1658 8330 8330 8330 10996 10996 X 2666 2666 false false false false false false false true true PA true false false false false true N/A ROBERT L NAUSE 7179721300 4732 GETTYSBURG ROAD SUITE 401 MECHANICSBURG PA 17055 false false false true true false false false false false false false false false false false false false false false false ROCCO A ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401 MECHANICSBURG PA 17055 TRUSTEE 1.50 0 0 0 NANCY M ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401 MECHANICSBURG PA 17055 TRUSTEE 0.25 0 0 0 JOHN M ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401 MECHANICSBURG PA 17055 TRUSTEE 0.25 0 0 0 ROBERT A ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401 MECHANICSBURG PA 17055 TRUSTEE 0.25 0 0 0 MARTIN J ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401 MECHANICSBURG PA 17055 TRUSTEE 0.25 0 0 0 KEVIN M ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401 MECHANICSBURG PA 17055 COUNCIL DIR. 0.75 8000 0 0 NONE NONE N/A 17844588 117762 5123077 23085427 23085427 346281 22739146 1136957 1136957 8330 8330 1128627 1128627 1128627 2014915 2014915 1128627 571185 571185 2014915 1128627 886288 1457473 0 1457473 571185 886288 ROCCO A ORTENZIO ROBERT A ORTENZIO MARTIN J ORTENZIO JOHN M ORTENZIO ROBERT A ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401 MECHANICSBURG PA 17055 7179721300 A LETTER STATING REQUEST FOR FUNDS AND EXPLANATION OF NEED APPLICATIONS ARE ACCEPTED AT ANY TIME AWARDS ARE NOT RESTRICTED TO SPECIFIC CATEGORIES OF CHARITABLE RECIPIENTS BUT ARE GENERALLY GRANTED TO A VARIETY OF COMMUNITY ORIENTED, EDUCATIONAL, OR SPECIAL PURPOSE CHARITABLE ENDEAVORS. MESSIAH UNIVERSITY ONE UNIVERSITY AVENUE MECHANICSBURG PA 17055 N/A PC ORGANIZATIONS EXEMPT PURPOSE 200000 CATHEDRAL PARISH OF SAINT PATRICK 212 STATE STREET HARRISBURG PA 17101 N/A PC ORGANIZATIONS EXEMPT PURPOSE 100000 DIOCESE OF HARRISBURG 4800 UNION DEPOSIT ROAD HARRISBURG PA 171113710 N/A PC ORGANIZATIONS EXEMPT PURPOSE 2000 BISHOP MCDEVITT HIGH SCHOOL 1 CRUSADER WAY HARRISBURG PA 17111 N/A PC ORGANIZATIONS EXEMPT PURPOSE 1100000 JDRF 3009 MARKET STREET CAMP HILL PA 17011 N/A PC ORGANIZATIONS EXEMPT PURPOSE 2000 UPMC PINNACLE FOUNDATION PO BOX 8700 HARRISBURG PA 171058700 N/A PC ORGANIZATIONS EXEMPT PURPOSE 600000 2004000 14 432276 14 2957 18 -44541 INTEREST EARNED ON NOTE REC 14 214583 605275 605275 false false false false false false false false false false MARTIN M. SACKS & ASSOC, CPA'S PREPARATION OF FORM 990-PF 4350 1450 2900 AECOM 63298 64532 AMERICAN EXPRESS CO 64574 64809 BK OF AMER CORP BOYD GAMING CORP 51155 48105 CARLISLE COS INC CENTENE CORP 33020 33724 CENTY COMMUNITIES 62767 60648 CITIGROUP INC 254602 257310 CITIZENS BK NA/RI 19516 19518 CLEVELAND-CLIFFS INC 174474 169393 CROWN AMER/CAP CORP VI 122132 118860 DISH DBS CORP D.R. HORTON INC ELEVANCE HEALTH INC ENCOMPASS HEALTH CORP 203370 202546 ENPRO INDUSTRIES INC 222734 212811 FLUOR CORP FREEPORT-MCMORAN INC 37967 38268 GOLDMAN SACHS GROUP INC 166408 167105 GOODYEAR TIRE & RUBR 151554 147134 HCA INC 262631 261603 HILTON WORLDWIDE FIN LLC 77149 73880 HUMANA INC 95270 95012 ICAHN ENTERPRISES/FIN JOHNS HOPKINS UNIV 67366 71494 JPMORGAN CHASE & CO M&T BK CORP 99830 99035 MANUF & TRADERS TR CO 20241 19865 MARRIOTT INTL MORGAN STANLEY 121253 122501 OCCIDENTAL PETRLM CORP 115510 117139 OSHKOSH CORP 68910 71910 PDC ENERGY INC PNC BK NA PNC FINL SERVICES 123698 125998 POPULAR INC SCOTTS MIRACLE-GRO CO 103549 96146 SELECT MED CORP 214437 211044 STANLEY BLACK & DECKER I 90780 90154 STARWOOD PPTY TR T-MOBILE USA INC TENET HEALTHCARE CORP TOLL BROS FIN CORP 83178 84506 US BANCORP 41376 41763 SELECT MEDICAL CORP 528591 12505572 ACCRUED INTEREST PAID 1988 3591 3591 EXPENSES ASSET MGMT AND CUSTODY FEES 49117 49117 PA FILING FEE 15 15 OTHER PORTFOLIO INCOME 2957 2957 INTEREST EARNED ON NOTE REC 214583 214583 BISHOP MCDEVITT HIGH SCHOOL NONE 10000000 8000000 2021-07 1931-06 INTEREST ONLY FORGIVABLE 0.0250 NONE REFINANCE SCHOOL'S EXISTING DEBT NONE 990-PF EXCISE TAX PAID 14000