Harvey L & Maud C Sorensen Foundation
The Harvey L & Maud C Sorensen Foundation is a private foundation based in San Rafael, California. Incorporated in 1960, the foundation operates as a 501(c)(3) organization with no employees, functioning as an independent grantmaking entity.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$34.9M
+7.3% YoY
Annual Giving
$2.0M
-0.2% YoY
Grant Count
18
-10.0% YoY
Avg Grant Size
$113K
+10.9% YoY
Under IRS private-foundation payout rules, Harvey L & Maud C Sorensen Foundation reported a distributable amount of $2.3M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary purpose centers on general support grantmaking. Documented funding areas include:
- Child and adolescent psychiatry research and clinical practice
- Student scholarships
- Veterinary emergency response
- Restoration projects
- Support for specific community organizations and initiatives
The foundation also manages recoveries of previously deducted grants for book purposes.
Grantmaking
The foundation made 17 grants in its most recent reporting period. Typical grant awards range from $5,000 to $1,014,865.
How to Apply
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking extends primarily across California, Wisconsin, and Texas.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Data (2023-2024):
- Total Assets: $34,851,591
- Total Annual Giving: $2,040,391
- Total Revenues: $2,596,268 (2023)
- Total Expenses: $2,335,554 (2023)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $34,851,591 | $32,490,332 | $32,229,618 |
| Revenue | $4,741,803 | $2,596,268 | $4,142,866 |
| Expenses | $2,380,544 | $2,335,554 | $2,144,849 |
| Qualifying Distributions | $2,180,573 | $2,158,843 | $1,929,840 |
| Net Investment Income | $4,591,832 | $2,459,557 | $3,982,857 |
| Distributable Amount | $2,309,721 | $2,137,743 | $2,210,345 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
92 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of California San Francisco Foundation ($1,004,314), Yolo Crisis Nursery ($400,000), Ducks Unlimited ($150,647).
| Recipient | Purpose | Amount |
|---|---|---|
| BEN RICHEY BOYS AND FAMILY PROGRAM ABILENE, TX | FOR GENERAL OPERATING SUPPORT AT THE ALBANY CAMPUS | $50,215 |
| 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 |
| CALIFORNIA RANGELAND TRUST SACRAMENTO, CA | FOR GENERAL OPERATING SUPPORT | $40,000 |
| DUCKS UNLIMITED RANCHO CORDOVA, CA | FOR THE KLAMATH BASIN INITIATIVE AND THE CALIFORNIA WETLANDS INITIATIVE | $150,647 |
| FRIENDS OF HUDDART & WUNDERLICH PARKS WOODSIDE, CA | TO SUPPORT NATURE EDUCATION PROGRAMS | $10,000 |
| NORTH VALLEY COMMUNITY FOUNDATION CHICO, CA | FOR PARK FIRE RELIEF | $10,000 |
| HILLSDALE COLLEGE HILLSDALE, MI | FOR STUDENT SCHOLARSHIPS | $20,000 |
| MOTHER TERESA MATERNITY HOME OF EL DORADO COUNTY PLACERVILLE, CA | FOR GENERAL OPERATING SUPPORT | $10,000 |
| MOUNT SHASTA SISSON MUSEUM MT SHASTA, CA | FOR THE MUSEMUM'S EXHIBITS | $25,000 |
| PACIFIC LEGAL FOUNDATION SACRAMENTO, CA | FOR GENERAL OPERATING SUPPORT | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DUNCAN MCCORMACK III DECD 071624 | TRUSTEE | — | — |
| DEAN WITTER III | TRUSTEE & CFO | — | — |
| DUNCAN COOK MCCORMACK IV | TRUSTEE & PRESIDENT | — | — |
| HOUSTON NELSON TUEL III | TRUSTEE | — | — |
| LESLIE TUEL | TRUSTEE & SECRETARY | — | — |
| SILVIO REGGIARADO III | TRUSTEE | — | — |
| CHRISTY LINDLEY-BACCHETTI | TRUSTEE | — | — |
Recent News & Activity
Recent developments and announcements
The foundation has been associated with the Leopold Conservation Award program in California, which recognizes outstanding conservation stewardship among agricultural landowners.
Leopold Conservation Award - CFB - California Farm BureauSubject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Harvey L & Maud C Sorensen Foundation fund?
The foundation's primary purpose centers on general support grantmaking. Documented funding areas include: • Child and adolescent psychiatry research and clinical practice • Student scholarships • Veterinary emergency response • Restoration projects • Support for specific community organizations and initiatives The foundation also manages recoveries of previously deducted grants for book purposes.
How do I apply for a grant from Harvey L & Maud C Sorensen Foundation?
**Grant Activity:** The foundation made 17 grants in its most recent reporting period. Typical grant awards range from $5,000 to $1,014,865. **Recent Grants:** • University of California San Francisco Foundation: $1,014,865 (2023) 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 for effective treatments and preventions for children with psychiatric disorders…
Where does Harvey L & Maud C Sorensen Foundation make grants?
The foundation's grantmaking extends primarily across California, Wisconsin, and Texas.
What size grants does Harvey L & Maud C Sorensen Foundation award?
In 2024, Harvey L & Maud C Sorensen Foundation awarded 18 grants totaling $2.0M — an average of about $113K per grant, based on its IRS Form 990 filings.
How much is Harvey L & Maud C Sorensen Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Harvey L & Maud C Sorensen Foundation reported a distributable amount of $2.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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