Joseph and Kathleen Sorenson Legacy Foun
The Joseph and Kathleen Sorenson Legacy Foun is a private foundation based in Draper, Utah. Its 2024 filing reports grants to charitable organizations and direct charitable activities, including outfitting a Camp Oakley camp-out site for wheelchair users and others with mobility limitations, and maintaining and improving a historical farm site.
Joseph and Kathleen Sorenson Legacy Foun at a glance
In short: Joseph and Kathleen Sorenson Legacy Foun gave $3.7M across 63 grants in 2024 (avg $59K), mostly in Utah. 24% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $3,736,000
- +20.2% vs 2023
- Grants made (2024)
- 63
- +18.9% vs 2023
- Average grant
- $59,302
- +1.1% vs 2023
- Median grant
- $20,000
- Total assets
- $101,248,017
- +6.0% vs 2023
- New grantees (estimate)
- 24% first-time grantees (15 of 63, 2024)
- Primary geography
- Utah (90% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Joseph and Kathleen Sorenson Legacy Foun
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
- Contact
Mailing address: 14658 Bangerter Parkway 420, Draper, UT 84020
Phone: (801) 268-4331
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Joseph and Kathleen Sorenson Legacy Foun funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Neuroworx ($500K). Together the top 10 received $2.5M.
Grant Size Distribution
281 grants across all recorded years
The most common grant size was under $50K: 198 grants of 281 (70%).
Geographic Focus
Where this funder awards grants
In 2024, 90% of grant dollars went to recipients in Utah, 9% to Massachusetts, and 1% to Washington, D.C. The filing also reports shares rounded to 0% for Virginia and Idaho.
Grant Distribution by State
Share of 2024 grant dollars across all 63 itemized grants.
Cities
Is Joseph and Kathleen Sorenson Legacy Foun open to new grantees?
24%
first-time grantees, 2024
In 2024, 15 of 63 grantees (24%) were first-time recipients. First grants averaged $39K; repeat grants $66K. How we count
Medians: $25K first-time, $20K repeat.
- 62% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−15%). Method
- In 2024 it paid out 152% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $2.5M (2022) to $4.4M (2021). In 2024 it made 63 grants totaling $3.7M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Neuroworx Sandy, UT | General Support | $500,000 |
| Intermountain Healthcare Foundation Salt Lake City, UT | General Support | $500,000 |
| The Zahra Charity Inc Salt Lake City, UT | General Support | $385,000 |
| Thrive Gulu Inc Marlborough, MA | General Support | $350,000 |
| World Wide Addiction Recovery Salt Lake City, UT | General Support | $175,000 |
| Mentors International Kaysville, UT | General Support | $150,000 |
| Rise and Rebuild Foundation Sandy, UT | General Support | $140,000 |
| National Ability Center Park City, UT | General Support | $140,000 |
| Tennis for Life St George, UT | General Support | $100,000 |
| Kostopulos Dream Foundation Salt Lake City, UT | General Support | $100,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $101,248,017 | $5,461,459 | $4,998,749 | $3,736,000 | 63 | $6,572,981 | $7,441,929 | $4,312,617 |
| 2023 | $95,501,176 | $1,537,469 | $4,346,459 | $3,108,000 | 53 | $4,505,588 | $1,519,918 | $4,052,080 |
| 2022 | $89,692,011 | $2,897,433 | $3,598,125 | $2,497,421 | 50 | $3,048,884 | $2,591,051 | $3,843,003 |
| 2021 | $102,329,524 | $6,867,555 | $5,626,192 | $4,392,847 | 65 | $5,018,324 | $6,479,411 | $4,253,990 |
| 2020 | $98,337,635 | $3,473,178 | $5,297,211 | $4,182,213 | 50 | — | $3,159,503 | $3,624,911 |
Under IRS private-foundation payout rules, Joseph and Kathleen Sorenson Legacy Foun reported a distributable amount of $4.3M for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants show support for organizations with varied missions. For example, the National Ability Center says it empowers people with disabilities through sport, recreation, and education; Kostopulos Dream Foundation says it provides programs to improve quality of life for people of all abilities; and Mentors International says it works to help families and entrepreneurs move from poverty to self-reliance and economic prosperity. Other grantees describe work in neurorehabilitation, parent-child connection through camp programs, nutrition and education, and historical preservation.
Grantmaking
In 2024, the foundation reported 63 grants totaling $3,736,000. Grant amounts ranged from $2,000 to $500,000, with a median of $20,000. The largest awards included $500,000 each to Neuroworx and Intermountain Healthcare Foundation, $385,000 to The Zahra Charity, $350,000 to Thrive Gulu, and $175,000 to World Wide Addiction Recovery. The listed grants were for general support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Joseph Sorenson as president and director, Kathleen Sorenson as vice president and director, and Alan Robinson as treasurer.
Joseph and Kathleen Sorenson Legacy Foun is led by Joseph Sorenson, President & Director on every filing since 2020; 2 of 3 officers listed in 2024 are compensated.
Officers on the 2024 filing
Joseph Sorenson
President & Director
On filings since 2020
5 hrs/week
$8K (2020) → $28K (2024)
Kathleen Sorenson
Vice President & Director
On filings since 2020
4 hrs/week
$8K (2020) → $28K (2024)
Alan Robinson
Treasurer
On filings since 2020
4 hrs/week
$94K (2022) → $0 (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $28K, to Joseph Sorenson (President/Director). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Joseph and Kathleen Sorenson Legacy Foun
How much does Joseph and Kathleen Sorenson Legacy Foun give each year?
Joseph and Kathleen Sorenson Legacy Foun gave $3.7M across 63 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3.1M across 53 grants.
What is Joseph and Kathleen Sorenson Legacy Foun's typical grant size?
Joseph and Kathleen Sorenson Legacy Foun's median grant in 2024 was $20,000, and its average grant was $59,302, across 63 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Joseph and Kathleen Sorenson Legacy Foun that year got $39K on average.
Where does Joseph and Kathleen Sorenson Legacy Foun give grants?
Joseph and Kathleen Sorenson Legacy Foun gives mostly in Utah: 90% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (9%). The most frequent recipient cities were Salt Lake City, UT (24 grants), Sandy, UT (7 grants), Park City, UT (4 grants) and Draper, UT (4 grants).
Does Joseph and Kathleen Sorenson Legacy Foun give general operating support?
Yes: 98% of Joseph and Kathleen Sorenson Legacy Foun's 2024 grants with a stated purpose (62 of 63) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Joseph and Kathleen Sorenson Legacy Foun's largest grantees?
Joseph and Kathleen Sorenson Legacy Foun's largest 2024 grantees include Neuroworx ($500,000), Intermountain Healthcare Foundation ($500,000) and The Zahra Charity Inc ($385,000), according to its 2024 IRS Form 990-PF. Together they received 37% of its itemized 2024 grant dollars.
How large is Joseph and Kathleen Sorenson Legacy Foun?
Joseph and Kathleen Sorenson Legacy Foun reported $101.2M in total assets on its 2024 IRS Form 990-PF. It paid out $6.6M in qualifying distributions that year, against a required minimum of $4.3M (roughly 5% of its investment assets).
What does Joseph and Kathleen Sorenson Legacy Foun fund?
No mission statement for the foundation is provided. Its 2024 grants show support for organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from Joseph and Kathleen Sorenson Legacy Foun?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Joseph and Kathleen Sorenson Legacy Foun's EIN?
Joseph and Kathleen Sorenson Legacy Foun's EIN (Employer Identification Number) is 83-2297329. IRS Form 990 filing data is available on this page for 2020–2024.
Does Joseph and Kathleen Sorenson Legacy Foun accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Joseph and Kathleen Sorenson Legacy Foun funder profile. GrantGraph. Retrieved October 23, 2026, from https://grantable.co/funders/joseph-and-kathleen-sorenson-legacy-foun-morg_f9dcd01c217343f0935a90d46e57f637
BibTeX
@misc{grantable_832297329_2026,
author = {{Grantable}},
title = {{Joseph and Kathleen Sorenson Legacy Foun funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/joseph-and-kathleen-sorenson-legacy-foun-morg_f9dcd01c217343f0935a90d46e57f637},
note = {Accessed 2026-10-23. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Joseph and Kathleen Sorenson Legacy Foun's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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