Nonprofit · EIN 23-6805409
THE ROCCO AND NANCY ORTENZIO FAMILY FOUNDATION
Tax-exempt · MECHANICSBURG, PA 17055
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $556,769 | $1,928,465 | -$1,371,696 | $9,383,401 | $0 | $9,383,401 |
| December 31, 2024 | 990-PF | $1,736,771 | $2,692,920 | -$956,149 | $10,755,097 | $0 | $10,755,097 |
| December 31, 2023 | 990-PF | $605,275 | $2,079,482 | -$1,474,207 | $11,886,741 | $0 | $11,886,741 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $398,851
- Net gain from sales of assets
- -$8,862
- Other income
- $166,780
Expenses
- Grants and similar amounts paid
- $1,800,000
- Compensation of officers, directors and key employees
- $8,000
- Disbursements for charitable purposes
- $1,810,866
- Excise tax on investment income
- $6,353
Balance sheet and other
- Total assets, start of year
- $10,755,097
- Total assets, end of year
- $9,383,401
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,383,401
- Fair market value of assets
- $25,269,455
- Qualifying distributions
- $1,810,866
- Net investment income
- $565,631
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN M ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401, MECHANICSBURG, PA 17055 | COUNCIL DIR. | 1 | $8,000 |
| NANCY M ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401, MECHANICSBURG, PA 17055 | TRUSTEE | 0.25 | $0 |
| JOHN M ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401, MECHANICSBURG, PA 17055 | TRUSTEE | 0.25 | $0 |
| ROBERT A ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401, MECHANICSBURG, PA 17055 | TRUSTEE | 0.25 | $0 |
| MARTIN J ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401, MECHANICSBURG, PA 17055 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN M ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401, MECHANICSBURG, PA 17055 | COUNCIL DIR. | 1.75 | $8,000 |
| ROCCO A ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401, MECHANICSBURG, PA 17055 | TRUSTEE | 1.5 | $0 |
| NANCY M ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401, MECHANICSBURG, PA 17055 | TRUSTEE | 0.25 | $0 |
| JOHN M ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401, MECHANICSBURG, PA 17055 | TRUSTEE | 0.25 | $0 |
| ROBERT A ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401, MECHANICSBURG, PA 17055 | TRUSTEE | 0.25 | $0 |
| MARTIN J ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401, MECHANICSBURG, PA 17055 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN M ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401, MECHANICSBURG, PA 17055 | COUNCIL DIR. | 0.75 | $8,000 |
| ROCCO A ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401, MECHANICSBURG, PA 17055 | TRUSTEE | 1.5 | $0 |
| NANCY M ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401, MECHANICSBURG, PA 17055 | TRUSTEE | 0.25 | $0 |
| JOHN M ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401, MECHANICSBURG, PA 17055 | TRUSTEE | 0.25 | $0 |
| ROBERT A ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401, MECHANICSBURG, PA 17055 | TRUSTEE | 0.25 | $0 |
| MARTIN J ORTENZIO 4732 GETTYSBURG ROAD - SUITE 401, MECHANICSBURG, PA 17055 | TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 4732 GETTYSBURG ROAD - SUITE 401, MECHANICSBURG, PA 17055-4325
- Signed the 990-PF
- ROBERT A ORTENZIO, TRUSTEE
- Phone
- (717) 972-1300
- Return prepared by
- MARTIN M SACKS & ASSOCIATES
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-6805409
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $9,383,401
- Income (IRS master file)
- $2,753,948
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $556,769 | $1,928,465 | $9,383,401 | IRS |
| 990-PF | December 2024 | $1,736,771 | $2,692,920 | $10,755,097 | IRS |
| 990-PF | December 2023 | $605,275 | $2,079,482 | $11,886,741 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-6805409).
Questions about THE ROCCO AND NANCY ORTENZIO FAMILY FOUNDATION
- What is the EIN of THE ROCCO AND NANCY ORTENZIO FAMILY FOUNDATION?
- The employer identification number (EIN) of THE ROCCO AND NANCY ORTENZIO FAMILY FOUNDATION is 23-6805409.
- Is THE ROCCO AND NANCY ORTENZIO FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to THE ROCCO AND NANCY ORTENZIO FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE ROCCO AND NANCY ORTENZIO FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE ROCCO AND NANCY ORTENZIO FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE ROCCO AND NANCY ORTENZIO FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE ROCCO AND NANCY ORTENZIO FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $8,000 (KEVIN M ORTENZIO, COUNCIL DIR.).
- How much revenue does THE ROCCO AND NANCY ORTENZIO FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $556,769, expenses of $1,928,465 and total assets of $9,383,401 at year end.
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