Sorenson Legacy Foundation logo

Sorenson Legacy Foundation

MIDVALE, UT EIN: 45-3240491 Website

The Sorenson Legacy Foundation is a private independent foundation established to implement the charitable interests of biotechnology pioneer James LeVoy Sorenson and his wife, education philanthropist Beverley Taylor Sorenson. Based in Midvale, Utah, the foundation promotes charitable, artistic, religious, educational, literary, and scientific endeavors with a primary focus on Utah communities.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$28.0M

+3.9% YoY

Grant Count

266

-12.5% YoY

Avg Grant Size

$105K

+18.7% YoY

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

Mission & Focus Areas

The foundation's mission centers on providing assistance to build a better world. According to the founders' vision, "There is no greater joy in this life than the joy of helping others."

Primary funding areas include:

  • Education and the Arts — The foundation nurtures arts education, reflecting founder Beverley's lifelong commitment to arts education in elementary schools and her belief that the arts are essential to broadening children's minds.
  • Community Development — Supporting causes and organizations that strengthen Utah communities and individuals across all walks of life.
  • Healthcare — Improving the standard of care and quality of healthcare through bespoke continuing education programs for teachers and their student communities, including training on the latest technology and pedagogical methods.
  • Innovation — Supporting innovative thinking to solve problems and improve human life, reflecting founder James Sorenson's belief in innovation and his background holding 60 patents, including medical inventions.

Additional funding interests include environment, religion, and social and human services.

Grantmaking

The foundation makes grants across a broad spectrum of philanthropic interests. Recent grant activity shows:

Grant Range

** Typical awards range from $600 to $5,675,000

Review Cycle

December 1, March 1, June 1, and September 1

How to Apply

**

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Geographic Focus

Where this funder awards grants

While the foundation supports organizations nationwide, it prioritizes causes and organizations with impact on Utah communities, particularly the Salt Lake City area. The foundation's geographic focus is primarily Utah, though recent giving data indicates some activity in Virginia and Texas.

Grant Distribution by State

25states
+17 more states

Cities

ALEXANDRAALEXANDRIAALPHARETTAALPINEAMERICAN FORKANACORTESARLINGTONAUSTINBEAR RIVER CITYBLUFFBLUFFDALEBOONEBOSTONBOUNTIFULBOZEMANBRIGHAMBRIGHAM CITYBUENA VISTACANONSBURGCEDAR CITY

Financial History

Multi-year comparison from IRS filings

As of December 2023:

  • Total Assets: $457,366,003
  • Total Revenue: $12,184,915
  • Total Expenses: $32,138,762
  • Total Liabilities: $312,000

Tax Status: 501(c)(3) charitable organization, tax-exempt since October 2011

EIN: 45-3240491

The foundation is ranked 1,937 among the top 10,000 U.S. foundations by assets and ranks 7th among Utah foundations by assets.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$7M$14M$21M$28M301 grants2020309 grants2021329 grants2022304 grants2023266 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CROCKER CATALYST FOUNDAT…$5.7MTHOM & GAIL WILLIAMSEN F…$1.2MELIZABETH ACADEMY$1.0MCOMMUNITY FOUNDATION OF …$667KUTAH FOOD BANK$381KTEXAS PUBLIC POLICY FOUN…$210KTHE ROAD HOME$200KDO NO HARM$150KTHE GOOD SAMARITAN FOUND…$110KUTAH SYMPHONY AND OPERA$100K

Grant Size Distribution

250 grants across all recorded years

167<$50K39$50–100K28$100–250K4$250–500K4$500K–1M7$1–5M1$5M+

Open Grants

1 open opportunity from Sorenson Legacy Foundation

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Founders:

  • James LeVoy Sorenson (1921–2008) — Biotechnology pioneer and entrepreneur who held 60 patents, including the disposable surgical mask and disposable venous catheter. He received an honorary degree from Sierra College in 2003 and the "Giant of Our City" award in Salt Lake City in 2006.
  • Beverley Taylor Sorenson (1924–2013) — Education philanthropist and former teacher who championed arts education throughout her life.

Current Leadership:

  • Terry Hodder — Listed as the officer to whose attention correspondence should be directed

The foundation operates with 8 employees.

Compensation Overview

From 2024 IRS filing

RALPH JOHNSONDIRECTOR$92KDALE HARRISDIRECTOR$85KANN CROCKERDIRECTOR$82KGARY CROCKERDIRECTOR$79KSHAUNA JOHNSONDIRECTOR$78KTHOM WILLIAMSENDIRECTOR$76KCHRISTINE HARRISDIRECTOR$75KGAIL WILLIAMSENDIRECTOR$67K

From 2024 filing

NameTitleHoursCompensation
ANN CROCKERDIRECTOR4$81,500
GARY CROCKERDIRECTOR4$78,500
CHRISTINE HARRISDIRECTOR3$74,500
DALE HARRISDIRECTOR5$84,500
SHAUNA JOHNSONDIRECTOR5$77,500
RALPH JOHNSONDIRECTOR6$92,000
THOM WILLIAMSENDIRECTOR3$76,000
GAIL WILLIAMSENDIRECTOR3$67,000

Recent News & Activity

Recent developments and announcements

The foundation continues active grantmaking with multiple application deadlines throughout the year. The foundation has been recognized for significant grants in cancer treatment and childhood education initiatives. The foundation also administers the Sorenson Legacy Awards for Excellence in Arts Education, recognizing Utah educators for their contributions to arts education.

Sorenson Legacy Foundation

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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