Joseph and Kathleen Sorenson Legacy Foun logo

Joseph and Kathleen Sorenson Legacy Foun

DRAPER, UT EIN: 83-2297329 Website

The Joseph and Kathleen Sorenson Legacy Foundation is a private grantmaking foundation established in 2018 by Joseph Sorenson and his wife Kathleen. Based in Draper, Utah, the foundation is a 501(c)(3) organization dedicated to promoting charitable, artistic, religious, educational, literary, and scientific endeavors. The foundation operates multiple programs including Camp Oakley, a specialized camp-out facility designed for wheelchair users and individuals with mobility limitations, and manages facility rentals and historical preservation initiatives.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$101.2M

+6.0% YoY

Annual Giving

$3.7M

+20.2% YoY

Grant Count

63

+18.9% YoY

Avg Grant Size

$59K

+1.1% YoY

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

Mission & Focus Areas

The foundation's mission is to promote charitable, artistic, religious, educational, literary, and scientific endeavors. Primary funding areas include:

  • Education: Supporting arts education programs, particularly at the elementary level, and partnerships with major universities to develop arts studies curricula
  • Healthcare: Funding initiatives to improve the standard of care and quality of healthcare facilities
  • Innovation: Supporting technological advances and innovative solutions that improve quality of life and equality of experience
  • Community Development: Strengthening communities and supporting individuals across various sectors
  • Therapeutic Recreation: Providing specialized recreational experiences for individuals with mobility limitations through Camp Oakley

Grantmaking

The foundation actively awards grants to qualifying organizations and individual applicants. Grant characteristics include:

Grant Range

**: Typical awards range from $2,000 to $1,000,000

Review Cycle

**: Applications are accepted with a quarterly deadline (most recent noted deadline: February 20th, 2026)

How to Apply

.

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Geographic Focus

Where this funder awards grants

The foundation focuses its charitable efforts primarily in Salt Lake City and throughout Utah, while also supporting international causes that align with its mission. The foundation funds projects across multiple U.S. states including Florida, Idaho, Massachusetts, New Jersey, Oregon, Pennsylvania, Virginia, and Washington D.C.

Grant Distribution by State

9states
+1 more states

Cities

AlpineAmerican ForkBeavertonBluffCedar CityDraperGrants PassHeber CityHighlandHolladayHollywoodKaysvilleKearnsLeamingtonLehiMarlboroughMerrifieldMidvaleMoabMt Pleasant

Financial History

Multi-year comparison from IRS filings

As of 2024:

  • Total Assets: $101,248,017
  • Total Revenues: $5,461,459
  • Total Expenses: $4,998,749
  • Total Giving: $3,736,045

As of 2023:

  • Total Assets: $95,500,000
  • Total Revenues: $1,540,000
  • Total Expenses: $4,350,000

The foundation operates with zero employees and maintains significant financial capacity for grantmaking activities.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M20202021202220232024
Metric202420232022
Total Assets$101,248,017$95,501,176$89,692,011
Revenue$5,461,459$1,537,469$2,897,433
Expenses$4,998,749$4,346,459$3,598,125
Qualifying Distributions$6,572,981$4,505,588$3,048,884
Net Investment Income$7,441,929$1,519,918$2,591,051
Distributable Amount$4,312,617$4,052,080$3,843,003

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M50 grants202065 grants202150 grants202253 grants202363 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

NEUROWORX$500KINTERMOUNTAIN HEALTHCARE…$500KTHE ZAHRA CHARITY INC$385KTHRIVE GULU INC$350KWORLD WIDE ADDICTION REC…$175KMENTORS INTERNATIONAL$150KRISE AND REBUILD FOUNDAT…$140KNATIONAL ABILITY CENTER$140KTENNIS FOR LIFE$100KKOSTOPULOS DREAM FOUNDAT…$100K

Grant Size Distribution

250 grants across all recorded years

171<$50K31$50–100K30$100–250K9$250–500K8$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

  • Joseph Sorenson: President and Director
  • Kathleen Sorenson: Vice President and Director
  • Alan Robinson: Treasurer

Compensation Overview

From 2024 IRS filing

JOSEPH SORENSONPRESIDENT/DIRECTOR$28KKATHLEEN SORENSONVICE PRESIDENT/DIRECTOR$28K

From 2024 filing

NameTitleHoursCompensation
JOSEPH SORENSONPRESIDENT/DIRECTOR5$28,000
KATHLEEN SORENSONVICE PRESIDENT/DIRECTOR4$28,000
ALAN ROBINSONTREASURER4

Recent News & Activity

Recent developments and announcements

The Sorenson Legacy Foundations (which includes the Joseph and Kathleen Sorenson Legacy Foundation) announced an $18 million award for cancer treatment initiatives, demonstrating the foundation's commitment to healthcare advancement. The foundation continues to actively accept and review grant applications on a quarterly basis, with ongoing support for education, healthcare, innovation, and community development initiatives.

Sorenson Impact Center Announces Additional $200K Grant From J.P. Morgan

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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