Harvey L & Maud C Sorensen Foundation logo

Harvey L & Maud C Sorensen Foundation

Private foundation · Grantmaker San Rafael, CA EIN: 94-1542559 Website

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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

6states

Share of 2025 grant dollars across all 19 itemized grants.

Cities

SacramentoDavisSan FranciscoMadisonAbileneHillsdalePlacervilleRancho CordovaWoodsideSan Luis ObispoThree RiversMilpitasRenoMt ShastaRio VistaRedwood CityCastro ValleyChicoDixonHonolulu

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M19 grants2019 17 grants2020 18 grants2021 19 grants2022 20 grants2023 18 grants2024 19 grants2025

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

University of California San Francisco Foundation: $1.1MUniversity of California SanFrancisco Foundation$1.1MYolo Crisis Nursery: $200KYolo Crisis Nursery$200KDucks Unlimited: $160KDucks Unlimited$160KPeninsula College Fund: $100KPeninsula College Fund$100KUc Davis School of Veterinary Medicine: $100KUc Davis School of VeterinaryMedicine$100KHillsdale College: $75KHillsdale College$75KPacific Legal Foundation: $75KPacific Legal Foundation$75KBen Richey Boys and Family Program: $53KBen Richey Boys and FamilyProgram$53KUniversity of California San Francisco: $53KUniversity of California SanFrancisco$53KCalifornia Polytechnic State University College of Agriculture: $50KCalifornia Polytechnic StateUniversity College of…$50K

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

54<$50K21$50–100K11$100–250K3$250–500K2$500K–1M3$1–5M$5M+

The most common grant size was under $50K: 54 grants of 94 (57%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of California San Francisco Foundation San Francisco, CATo 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, CAFor General Operating Support$200,000
Ducks Unlimited Rancho Cordova, CAFor the klamath basin initiative and the California wetlands initiative$160,333
Peninsula College Fund Milpitas, CAFor General Operating Support$100,000
Uc Davis School of Veterinary Medicine Davis, CATo Support the California Veterinary Emergency Team (Cvet)$100,000
Hillsdale College Hillsdale, MIFor Student Scholarships$75,000
Pacific Legal Foundation Sacramento, CAFor General Operating Support$75,000
Ben Richey Boys and Family Program Abilene, TXFor General Operating Support at the Albany Campus$53,444
University of California San Francisco San Francisco, CAFor general operating support for the department of urology$53,444
California Polytechnic State University College of Agriculture San Luis Obispo, CAFor 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
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS August 4, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS July 28, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS July 22, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS June 29, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS July 26, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS July 17, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 27, 2026)
  8. 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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