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Private foundation (trust)EIN 832297329Est. 2018-12

JOSEPH AND KATHLEEN SORENSON LEGACY FOUN

DRAPER, UT 84020

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Total Assets

$101.2M

FY 2024

Annual Giving

$3.7M

FY 2024

Grants Made

63

FY 2024

Avg Grant

$59K

FY 2024

Grant Range

$2K–$500K

Typical

Deadlines

—

Applications

Programs & Activities

Program 1

$506K

Camp oakley - full camp-out site experience outfitted for wheelchair users and other with limitations in mobility.

Program 2

$18K

Leamington pioneer heritage farm llc - maintaining and improving a historical farm site

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$5.5M

Total Expenses

$5.0M

Qualifying Distributions

$6.6M

Distributable Amount

$4.3M

Min. Investment Return

$4.4M

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

63 grants

Grant sizes from minimum $2K through median $20K to maximum $500K, 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

4 years

Giving over time from 2020 to 2024. Peak $4.2M in 2020. Hover bars for details.

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

Top Recipients

216 grants

INTERMOUNTAIN HEALTHCARE FOUNDATION
$1.5M
2 grants
NEUROWORX
$1.5M
4 grants
THRIVE GULU INC
$1.1M
4 grants
LEAMINGTON TOWN CEMETRY
$856K
2 grants
NATIONAL ABILITY CENTER
$530K
4 grants
KOSTOPULOS DREAM FOUNDATION
$520K
3 grants
MENTORS INTERNATIONAL
$500K
3 grants
THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS
$500K
1 grant

Grant Size Distribution

216 grants

<$10K
82
grants
$10–50K
76
grants
$50–250K
45
grants
$250K–1M
13
grants
$1–5M—
$5M+—

Geographic Focus

9 states

Utah
$11.9M
88% of total
Massachusetts
$1.1M
8% of total
Oregon
$135K
1% of total
Pennsylvania
$120K
1% of total
New Jersey
$100K
1% of total
District of Columbia
$55K
0% of total
Florida
$28K
0% of total
Virginia
$5K
0% of total
Idaho
$2K
0% of total

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