The@Robert And Angela Ortenzio Family Foundation

Ortenzio Robert A Et Al Ttee

Mechanicsburg, PA
Tax-exempt since Jan. 2004
EIN: 25-6843186

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$2.61M (2023)

Expenses

$671k (2023)

Total Assets

$4.87M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$2,610,670

Expenses

$671,127

Net Income

$1,939,543

Net Assets

$4,874,134

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,970,235	75.5%
Interest Revenue	$0
Dividends	$231,847	8.9%
Sales of Assets	$408,588	15.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$652,095	97.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,874,134
Total Liabilities	$0
Net Assets	$4,874,134

Compensation

Key Employees and Officers	Compensation	Other
Robert A Ortenzio (Trustee)	$0	$0
Angela D Ortenzio (Trustee)	$0	$0

990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2022

Revenue

$495,818

Expenses

$246,379

Net Income

$249,439

Net Assets

$3,328,096

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$297,125	59.9%
Interest Revenue	$0
Dividends	$192,513	38.8%
Sales of Assets	$6,180	1.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$214,488	87.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,328,096
Total Liabilities	$0
Net Assets	$3,328,096

Compensation

Key Employees and Officers	Compensation	Other
Robert A Ortenzio (Trustee)	$0	$0
Angela D Ortenzio (Trustee)	$0	$0

990-PF

Filed on June 20, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$3,652,922

Expenses

$778,258

Net Income

$2,874,664

Net Assets

$3,100,196

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,698,991	73.9%
Interest Revenue	$0
Dividends	$114,410	3.1%
Sales of Assets	$838,942	23.0%
Other Income	$579	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$763,915	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,100,196
Total Liabilities	$0
Net Assets	$3,100,196

Compensation

Key Employees and Officers	Compensation	Other
Robert A Ortenzio (Trustee)	$0	$0
Angela D Ortenzio (Trustee)	$0	$0

990-PF

Filed on July 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$60,719

Expenses

$783,664

Net Income

-$722,945

Net Assets

$1,147,348

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,946	> 100%
Sales of Assets	$0
Other Income	$1,176	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$771,682	98.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,147,349
Total Liabilities	$1
Net Assets	$1,147,348

Compensation

Key Employees and Officers	Compensation	Other
Robert A Ortenzio (Trustee)	$0	$0
Angela D Ortenzio (Trustee)	$0	$0

990-PF

Filed on May 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

-$26,535

Expenses

$812,705

Net Income

-$839,240

Net Assets

$1,870,293

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$124,257
Sales of Assets	$0
Other Income	$4,292

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$799,927	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,870,294
Total Liabilities	$1
Net Assets	$1,870,293

Compensation

Key Employees and Officers	Compensation	Other
Robert A Ortenzio (Trustee)	$0	$0
Angela D Ortenzio (Trustee)	$0	$0

990-PF

Filed on July 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$122,412

Expenses

$640,441

Net Income

-$518,029

Net Assets

$2,709,534

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$146,357	> 100%
Sales of Assets	-$24,347
Other Income	$402	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$612,515	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,709,534
Total Liabilities	$0
Net Assets	$2,709,534

Compensation

Key Employees and Officers	Compensation	Other
Robert A Ortenzio (Trustee)	$0	$0
Angela D Ortenzio (Trustee)	$0	$0

990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$383,994

Expenses

$648,301

Net Income

-$264,307

Net Assets

$3,227,563

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$147,526	38.4%
Sales of Assets	$230,946	60.1%
Other Income	$5,522	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$632,285	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,227,563
Total Liabilities	$0
Net Assets	$3,227,563

Compensation

Key Employees and Officers	Compensation	Other
Robert A Ortenzio (Trustee)	$0	$0
Angela D Ortenzio (Trustee)	$0	$0

990-PF

Filed on Sept. 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2016

Revenue

$1,102,480

Expenses

$120,758

Net Income

$981,722

Net Assets

$3,491,870

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000,000	90.7%
Interest Revenue	$0
Dividends	$108,076	9.8%
Sales of Assets	-$5,968
Other Income	$372	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,915	74.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,491,870
Total Liabilities	$0
Net Assets	$3,491,870

Compensation

Key Employees and Officers	Compensation	Other
Robert A Ortenzio (Trustee)	$0	$0
Angela D Ortenzio (Trustee)	$0	$0

990-PF

Filed on July 27, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$1,443,235

Expenses

$389,877

Net Income

$1,053,358

Net Assets

$2,654,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$959,856	66.5%
Interest Revenue	$0
Dividends	$90,600	6.3%
Sales of Assets	$391,407	27.1%
Other Income	$1,372	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$375,115	96.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,654,307
Total Liabilities	$0
Net Assets	$2,654,307

Compensation

Key Employees and Officers	Compensation	Other
Robert A Ortenzio (Trustee)	$0	$0
Angela D Ortenzio (Trustee)	$0	$0

990-PF

Filed on Nov. 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$1,608,556

Expenses

$455,314

Net Income

$1,153,242

Net Assets

$1,729,777

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,500,000	93.3%
Interest Revenue	$0
Dividends	$103,430	6.4%
Sales of Assets	$5,087	0.3%
Other Income	$39	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$440,915	96.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,729,777
Total Liabilities	$0
Net Assets	$1,729,777

Compensation

Key Employees and Officers	Compensation	Other
Robert A Ortenzio (Trustee)	$0	$0
Angela D Ortenzio (Trustee)	$0	$0

990-PF

Filed on July 21, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

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Fiscal Year Ending Dec.
2013

Revenue

$1,290,743

Expenses

$1,058,845

Net Income

$231,898

Net Assets

$960,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$899,967	69.7%
Interest Revenue	$0
Dividends	$90,824	7.0%
Sales of Assets	$299,322	23.2%
Other Income	$630	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,043,948	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$960,461
Total Liabilities	$0
Net Assets	$960,461

Compensation

Key Employees and Officers	Compensation	Other
Robert A Ortenzio (Trustee)	$0	$0
Angela D Ortenzio (Trustee)	$0	$0

990-PF

Filed on May 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$1,757,667

Expenses

$1,259,325

Net Income

$498,342

Net Assets

$1,045,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,400,000	79.7%
Interest Revenue	$0
Dividends	$338,229	19.2%
Sales of Assets	$18,586	1.1%
Other Income	$852	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,249,615	99.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,045,092
Total Liabilities	$1
Net Assets	$1,045,091

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$192,672

Expenses

$1,497,512

Net Income

-$1,304,840

Net Assets

$546,749

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	51.9%
Interest Revenue	$0
Dividends	$68,686	35.6%
Sales of Assets	$22,994	11.9%
Other Income	$992	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,483,609	99.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$546,750
Total Liabilities	$1
Net Assets	$546,749

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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The@Robert And Angela Ortenzio Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.61M (2023)

Expenses $671k (2023)

Total Assets $4.87M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$2.61M (2023)

Expenses

$671k (2023)

Total Assets

$4.87M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003