Harvey L & Maud C Sorensen Foundation
The Harvey L & Maud C Sorensen Foundation is a private foundation based in San Rafael, California. It has supported children’s health in California since 1963 and funds organizations and initiatives including child and adolescent psychiatry, family services, conservation, education, and emergency veterinary response.
Key facts about Harvey L & Maud C Sorensen Foundation
In short: Harvey L & Maud C Sorensen Foundation gave $2.2M across 19 grants in 2025 (avg $113K), mostly in California. 11% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 94-1542559
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $2,151,110
- Grants made (2025)
- 19
- Average grant
- $113,216
- Median grant
- $50,000
- New grantees (estimate)
- 11% first-time grantees (2 of 19, 2025)
- Total assets
- $37,551,407
- Primary geography
- California (92% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The Foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
- Deadline
- The completed 2026 Career Award application, including the mentor’s letter of support, was due by 3:00 p.m.
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$37.6M
+7.7% YoY
Annual Giving
$2.2M
+5.4% YoY
Grant Count
19
+5.6% YoY
Avg Grant Size
$113K
-0.1% YoY
Under IRS private-foundation payout rules, Harvey L & Maud C Sorensen Foundation reported a distributable amount of $2.5M for 2025 — the minimum it must pay out in qualifying distributions.
Is Harvey L & Maud C Sorensen Foundation open to new grantees?
11%
first-time grantees, 2025
In 2025, 2 of 19 grantees (11%) were first-time recipients. First grants averaged $18K; repeat grants $124K. How we count
Medians: $18K first-time, $53K repeat.
- 89% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+20%). Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The Foundation’s website describes its longstanding support for children’s health in California. Its grants also show support for a range of organizations and activities. In 2025, funding included child and adolescent psychiatry research and clinical practice, crisis nursery services, wetland initiatives, student scholarships, veterinary emergency response, and general operating support.
Grantees describe their own work in varied terms. Yolo Crisis Nursery says its mission is to provide early intervention in a safe environment, nurture healthy and resilient children, strengthen parents, and preserve families. California Rangeland Trust says it serves land, people, and wildlife by conserving California’s working rangelands. Sacramento Children’s Home says it works to maximize the potential of children and families. Friends of Huddart & Wunderlich Parks describes providing programs and events, environmental education, local history, and hikes in two historic redwood parks. Pacific Legal Foundation says it litigates nationwide to secure Americans’ rights.
Grantmaking
In 2025, the Foundation reported 19 grants totaling $2,151,110. Grant amounts ranged from $10,000 to $1,068,889, with a median of $50,000. The largest grant, $1,068,889, went to the University of California San Francisco Foundation to encourage child and adolescent psychiatry fellows and other professionals at accredited California medical schools and schools of social work to pursue research and clinical practice aimed at effective treatments and prevention for children with psychiatric disorders.
Review Cycle
The completed 2026 Career Award application, including the mentor’s letter of support, was due by 3:00 p.m. PST on March 2, 2026.
How to Apply
. Applicants must submit the application form and a single PDF containing the candidate’s biosketch and relevant bibliography, personal statement, proposed research statement, mentor’s NIH biosketch and specified supporting information, and mentor’s letter of recommendation.
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Geographic Focus
Where this funder awards grants
The Foundation’s website says it has supported children’s health in California since 1963. In 2025, 92% of grant dollars went to recipients in California; 3% went to Michigan, 2% to Texas, and 2% to Wisconsin.
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $1.7M (2020) to $2.2M (2025). In 2025 it made 19 grants totaling $2.2M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was University of California San Francisco Foundation ($1.1M). Together the top 10 received $1.9M.
Grant Size Distribution
94 grants across all recorded years
The most common grant size was under $50K: 54 grants of 94 (57%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of California San Francisco Foundation San Francisco, CA | To encourage child and adolescent psychiatry fellows and other professionals at California's accredited medical schools and schools of social work to pursue research and clinical practice that will result in effective treatments and preventions for children with psychiatric disorders. | $1,068,889 |
| Yolo Crisis Nursery Davis, CA | For General Operating Support | $200,000 |
| Ducks Unlimited Rancho Cordova, CA | For the klamath basin initiative and the California wetlands initiative | $160,333 |
| Peninsula College Fund Milpitas, CA | For General Operating Support | $100,000 |
| Uc Davis School of Veterinary Medicine Davis, CA | To Support the California Veterinary Emergency Team (Cvet) | $100,000 |
| Hillsdale College Hillsdale, MI | For Student Scholarships | $75,000 |
| Pacific Legal Foundation Sacramento, CA | For General Operating Support | $75,000 |
| Ben Richey Boys and Family Program Abilene, TX | For General Operating Support at the Albany Campus | $53,444 |
| University of California San Francisco San Francisco, CA | For general operating support for the department of urology | $53,444 |
| California Polytechnic State University College of Agriculture San Luis Obispo, CA | For support the earn by doing internships and summer undergraduate research program | $50,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $37,551,407 | $5,258,446 | $2,558,630 | $2,151,110 | 19 |
| 2024 | $34,851,591 | $4,741,803 | $2,380,544 | $2,040,391 | 18 |
| 2023 | $32,490,332 | $2,596,268 | $2,335,554 | $2,043,665 | 20 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $37,551,407 | $34,851,591 | $32,490,332 |
| Revenue | $5,258,446 | $4,741,803 | $2,596,268 |
| Expenses | $2,558,630 | $2,380,544 | $2,335,554 |
| Qualifying Distributions | $2,320,915 | $2,180,573 | $2,158,843 |
| Net Investment Income | $5,100,732 | $4,591,832 | $2,459,557 |
| Distributable Amount | $2,490,948 | $2,309,721 | $2,137,743 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS August 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 29, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 17, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 27, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Dean Witter III as trustee and CFO; Duncan Cook McCormack IV as trustee and president; Houston Nelson Tuel III as trustee; Leslie Tuel as trustee and secretary; Silvio Reggiarado III as trustee; and Christy Lindley-Bacchetti as trustee.
Harvey L & Maud C Sorensen Foundation is led by Duncan Cook McCormack IV, Trustee & President since 2024 (on filings since 2019); none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Duncan Cook McCormack IV
Trustee & President
Trustee → Trustee & President, 2024
On filings since 2019
No compensation reported
Christy Lindley-Bacchetti
Trustee
On filings since 2019
No compensation reported
Dean Witter III
Trustee & CFO
On filings since 2019
No compensation reported
Houston Nelson Tuel III
Trustee
On filings since 2019
No compensation reported
Leslie Tuel
Trustee & Secretary
On filings since 2019
No compensation reported
Silvio Reggiarado III
Trustee
On filings since 2019
No compensation reported
Former officers (2)
- Former: Duncan McCormack Iii Decd (2023–2024) — Trustee
- Former: Duncan McCormack III (2019–2022) — Trustee & President
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: PO Box 6106, San Rafael, CA 94903
Phone: (415) 981-2966
Website: https://sorensenfellowship.org
Frequently asked questions about Harvey L & Maud C Sorensen Foundation
How much does Harvey L & Maud C Sorensen Foundation give each year?
Harvey L & Maud C Sorensen Foundation gave $2.2M across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.0M across 18 grants.
What is Harvey L & Maud C Sorensen Foundation's typical grant size?
Harvey L & Maud C Sorensen Foundation's median grant in 2025 was $50,000, and its average grant was $113,216, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Harvey L & Maud C Sorensen Foundation that year got $18K on average.
Where does Harvey L & Maud C Sorensen Foundation give grants?
Harvey L & Maud C Sorensen Foundation gives mostly in California: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Sacramento, CA (4 grants), San Francisco, CA (2 grants) and Davis, CA (2 grants).
Does Harvey L & Maud C Sorensen Foundation give general operating support?
Yes: 53% of Harvey L & Maud C Sorensen Foundation's 2025 grants with a stated purpose (10 of 19) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Harvey L & Maud C Sorensen Foundation's largest grantees?
Harvey L & Maud C Sorensen Foundation's largest 2025 grantees include University of California San Francisco Foundation ($1,068,889), Yolo Crisis Nursery ($200,000) and Ducks Unlimited ($160,333), according to its 2025 IRS Form 990-PF. Together they received 66% of its itemized 2025 grant dollars.
How large is Harvey L & Maud C Sorensen Foundation?
Harvey L & Maud C Sorensen Foundation reported $37.6M in total assets on its 2025 IRS Form 990-PF. It paid out $2.3M in qualifying distributions that year, against a required minimum of $2.5M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Harvey L & Maud C Sorensen Foundation fund?
The Foundation’s website describes its longstanding support for children’s health in California. Its grants also show support for a range of organizations and activities. See mission & focus areas ↑
How do I apply for a grant from Harvey L & Maud C Sorensen Foundation?
The Foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Harvey L & Maud C Sorensen Foundation's EIN?
Harvey L & Maud C Sorensen Foundation's EIN (Employer Identification Number) is 94-1542559. IRS Form 990 filing data is available on this page for 2019–2025.
Does Harvey L & Maud C Sorensen Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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