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· Private foundation

The Rocco and Nancy Ortenzio Foundation

Its FY2025 filing reports that it accepted unsolicited grant applications.

$1.8M
Granted FY2025still arriving
3
Grants FY2025still arriving
1
States reached
$1.0M
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$7.6MHealth$3.8MReligion$568kYouth Development$15kPhilanthropy$5kHuman Services$3k
02FY2025 · 3 grants

Where the money goes

Grants by size, and the largest recipients.

$400,000
Median grant
1
States reached
$9.4M
Total assets
Largest grants
RecipientAmount
BISHOP MCDEVITT HIGH SCHOOL$1,000,000
PENN STATE HEALTH$400,000
UPMC PINNACLE FOUNDATION$400,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–19, $400k) land where the poverty rate runs at 4%, against an area that typically sits at 7%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 7%KESSLER FOUNDATION: $200k → 4%KESSLER FOUNDATION: $200k → 4%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

89%of every dollar goes to organizations it has funded before.
$11M · 13 repeat orgs$1.3M to everyone else

13 repeat relationships: 3 still active in FY2025, 10 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

13
11

Total granted

$11M
$1.3M

Median revenue growth · since first grant

+25%
+68%

Still filing today

54%
55%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
HealthEducationHuman ServicesPhilanthropyYouth DevelopmentReligionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • UP
    UPMC PINNACLE FOUNDATION
    5× · 2021–2025 · $2.0M · revenue +84%
  • MU
    MESSIAH UNIVERSITY
    5× · 2019–2023 · $1.1M · revenue +9%
  • KF
    Kessler Foundation Inc
    2× · 2017–2019 · $400k · revenue +50%

Funded once

  • PS
    PENNSYLVANIA STATE UNIVERSITY
    one grant, 2017 · $800k
  • UP
    UPMC PINNACLEgraduated
    one grant, 2017 · $500k · revenue +88%
  • PH
    PINNACLE HEALTH AUXILIARY
    one grant, 2017 · $9k · revenue -50%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Upmc Pinnacle Hospitals

Upmc pinnacle hospitals mission as a charitable organization is dedicatied to maintaining and improving the health and quality of life for all persons of the central pennsylvania area.

Health
2
Pinnacle Health Medical Services

Pinnacle health medical services is a charitable organization dedicated to maintaining and improving the health and quality of life for all the people of central pennsylvania by providing primary, clinic, family and specialty physician…

Health
3
Trustees of the University of Pennsylvania

The trustees of the university of pennsylvania (the "university") sees itself as having a public service mission. in such regard, the university aims to provide a rich and diverse educational environment for its students; to pioneer…

Education
4
Upmc Group

Healthcare, education, and research

—
5
Thomas Jefferson University

Thomas jefferson university ("tju") is a comprehensive university with preeminence in transdisciplinary, experiential professional education, research and discovery, delivering exceptional value for the 21st century students with…

Education
6
The Johns Hopkins Hospital

For more than 125 years, the mission of the johns hopkins hospital has been to lead the world in the diagnosis and treatment of disease and to train tomorrow's great physicians, nurses and scientists. above all, we aim to provide the…

Health
7
Highmark Health Group

Working as an integrated system within highmark health, employees at all of ahn's care sites, including hospitals, health + wellness pavilions, primary and specialty care offices and more, are committed to improving health and promoting…

—
8
University of Minnesota Physicians

University of minnesota physicians serves as the integrated group practice for the university of minnesota medical school full-time faculty to provide the highest quality healthcare to patients and their families.university of minnesota…

Health
9
Drexel University

Drexel university fulfills its founder's vision of preparing each new generation of students for productive professional and civic lives while also focusing its collective expertise on solving society's greatest problems. drexel is an…

Education
10
Upmc Carlisle

Upmc carlisle's mission is to serve the community by providing access to outstanding patient care and to shape tomorrow's health care system through clinical and technological innovation, research and education.

Health
11
Upmc

Support of subsidiary tax-exempt healthcare, education and research organizations (see schedule o)

Health
12
Truman Medical Center Incorporated

University health is an academic health center providing accessible, state-of-the-art quality healthcare to our community regardless of the ability to pay.

Health
How this is measured
The grantee most central to the portfolio’s shape is Upmc Pinnacle Foundation; the most unlike its peers is Select Medical Charitable Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

13 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 13 of the 24 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
13/13
Grantees still filing
8/13
Grew since first funded

Where the money sits, by cause and then by grantee

BISHOP MCDEVITT HIGH SCHOOL: $5,357,559 · OtherBISHOP MCDEVITT HIGH SCHOOLPENNSYLVANIA STATE UNIVERSITY: $800,000 · OtherPENNSYLVANIA STATE UNIVERSITYCATHEDRAL PARISH OF SAINT PATRICK: $500,000 · OtherCATHEDRAL PARISH OF SAINT PATRICK+8 more: $276,800 · OtherUPMC PINNACLE FOUNDATION: $2,000,000 · HealthUPMC PINNACLE FOUNDATIONPenn State Health: $800,000 · HealthPenn State HealthUPMC PINNACLE: $500,000 · HealthUPMC PINNACLE+3 more: $24,000 · HealthMESSIAH UNIVERSITY: $1,050,000 · EducationMESSIAH UNIV…LEBANON VALLEY COLLEGE: $250,000 · EducationLEBANON VALL…+1 more: $20,000 · EducationKessler Foundation Inc: $400,000 · Human ServicesMEDARDS HOUSE: $7,500 · Youth DevelopmentJOSHUA HOUSE INC: $7,500 · ReligionSELECT MEDICAL CHARITABLE FOUNDATION: $1,000 · Philanthropy
Other$6,934,359Health$3,324,000Education$1,320,000Human Services$400,000Youth Development$7,500Religion$7,500Philanthropy$1,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetUPMC PINNACLE FOUNDATION: $2,000,000 over 5y, 13% of budgetMESSIAH UNIVERSITY: $1,050,000 over 5y, 0.2% of budgetPenn State Health: $800,000 over 2y, 0.1% of budgetUPMC PINNACLE: $500,000 over 1y, 0.4% of budgetKessler Foundation Inc: $400,000 over 2y, 0.9% of budgetLEBANON VALLEY COLLEGE: $250,000 over 5y, 0.1% of budgetTHE WILDCAT FOUNDATION: $20,000 over 2y, 2.0% of budgetBREAKTHROUGH T1D: $14,500 over 7y, 0.0% of budgetPINNACLE HEALTH AUXILIARY: $8,500 over 1y, 1.7% of budgetMEDARDS HOUSE: $7,500 over 1y, 7.3% of budgetJOSHUA HOUSE INC: $7,500 over 1y, 4.1% of budgetANDREWS GIFT: $1,000 over 1y, 0.4% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds UPMC PINNACLE FOUNDATION ↗
  • Who funds MESSIAH UNIVERSITY ↗
  • Who funds Penn State Health ↗
  • Who funds UPMC PINNACLE ↗
  • Who funds Kessler Foundation Inc ↗
  • Who funds LEBANON VALLEY COLLEGE ↗
  • Who funds THE WILDCAT FOUNDATION ↗
  • Who funds BREAKTHROUGH T1D ↗
  • Who funds PINNACLE HEALTH AUXILIARY ↗
  • Who funds MEDARDS HOUSE ↗
  • Who funds JOSHUA HOUSE INC ↗
  • Who funds SELECT MEDICAL CHARITABLE FOUNDATION ↗
  • Who funds ANDREWS GIFT ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Foundation for Enhancing CommunitiesPA13.5× affinity4 shared granteesties to 4 of 4Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Foundation for Enhancing Communities · American Endowment Foundation · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The Rocco and Nancy Ortenzio Foundation funds: left to right is the share of its income from government, bottom to top the share from The Rocco and Nancy Ortenzio Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's share of their income ↑0%15%30%45%60%share of the org’s income from government →median 54%
  • Kessler Foundation Inc: 54% of income from government
no gov moneyreceives it· size = income
0get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
1rely on government for over half their income
⤢ axis zoomed · 0–60%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to The Rocco and Nancy Ortenzio Foundation?

Find your warmest path to The Rocco and Nancy Ortenzio Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 24 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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