Joseph and Kathleen Sorenson Legacy Foun
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
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.
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
Cities
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.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Neuroworx ($500,000), Intermountain Healthcare Foundation ($500,000), The Zahra Charity Inc ($385,000).
| Recipient | Purpose | Amount |
|---|---|---|
| WORLD WIDE ADDICTION RECOVERY SALT LAKE CITY, UT | GENERAL SUPPORT | $175,000 |
| WORLD PEACE PARENTS FOUNDATION SALT LAKE CITY, UT | GENERAL SUPPORT | $10,000 |
| WASATCH COMMUNITY GARDENS SALT LAKE CITY, UT | GENERAL SUPPORT | $15,000 |
| UTAH SYMPHONY & OPERA SALT LAKE CITY, UT | GENERAL SUPPORT | $20,000 |
| UTAH SCHOOLS FOR THE DEAF AND THE BLIND OGDEN, UT | GENERAL SUPPORT | $10,000 |
| UTAH FRIENDS OF AMAR SANDY, UT | GENERAL SUPPORT | $75,000 |
| US FRIENDS OF AMAR SANDY, UT | GENERAL SUPPORT | $75,000 |
| TIMPANOGOS LEGAL CENTER PROVO, UT | GENERAL SUPPORT | $40,000 |
| THRIVE GULU INC MARLBOROUGH, MA | GENERAL SUPPORT | $350,000 |
| THE ZAHRA CHARITY INC SALT LAKE CITY, UT | GENERAL SUPPORT | $385,000 |
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
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOSEPH SORENSON | PRESIDENT/DIRECTOR | 5 | $28,000 |
| KATHLEEN SORENSON | VICE PRESIDENT/DIRECTOR | 4 | $28,000 |
| ALAN ROBINSON | TREASURER | 4 | — |
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. MorganSubject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Joseph and Kathleen Sorenson Legacy Foun fund?
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 solutio…
How do I apply for a grant from Joseph and Kathleen Sorenson Legacy Foun?
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 Process**: The board of directors reviews grant applications on a quarterly basis • **Application Deadline**: Applications are accepted with a quarterly deadline (most recent noted deadline: February 20th, 2026) • **Recent Grant Activity**: The foundation made 32 grants in 2024, with total giving …
Where does Joseph and Kathleen Sorenson Legacy Foun make 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.
What size grants does Joseph and Kathleen Sorenson Legacy Foun award?
In 2024, Joseph and Kathleen Sorenson Legacy Foun awarded 63 grants totaling $3.7M — an average of about $59K per grant, based on its IRS Form 990 filings.
How much is Joseph and Kathleen Sorenson Legacy Foun required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph and Kathleen Sorenson Legacy Foun reported a distributable amount of $4.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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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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