Sorenson Legacy Foundation
The Sorenson Legacy Foundation is a private foundation established by James LeVoy Sorenson and Beverley Taylor Sorenson to support charitable, artistic, religious, educational, literary, and scientific endeavors. Its 2024 filing lists its location as Midvale, Utah; the foundation’s website says it is based in Salt Lake City.
Sorenson Legacy Foundation at a glance
In short: Sorenson Legacy Foundation gave $28.0M across 266 grants in 2024 (avg $105K), mostly in Utah. 8% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $28,012,367
- +3.9% vs 2023
- Grants made (2024)
- 266
- -12.5% vs 2023
- Average grant
- $105,310
- +18.7% vs 2023
- Median grant
- $20,000
- Total assets
- $465,505,478
- +1.8% vs 2023
- New grantees (estimate)
- 8% first-time grantees (21 of 266, 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 Sorenson Legacy Foundation
- How to Apply
-
The foundation’s website directs applicants to review its eligibility guidelines and funding priorities, then submit a completed application through its application process. Its filing says applicants may apply online or request a copy of the application in person. Applications are screened by the foundation’s administrative manager for consistency with the foundation’s charter and the applicant’s IRS 501(c)(3) standing; applications may then be approved by a majority vote of a quorum of the board. The website lists quarterly application deadlines of December 1, March 1, June 1, and September 1. The filing describes deadlines as the first day of the month before the calendar quarter. Awards must comply with the foundation’s policies and procedures.
- Review Cycle
- The website lists December 1, March 1, June 1, and September 1 for quarterly reviews.
- Deadline
- The website lists December 1, March 1, June 1, and September 1 for quarterly reviews.
- Contact
Application contact: Sorenson Legacy Foundation
Mailing address: 6900 S 900 E Suite 230, Midvale, UT 84047
Phone: (801) 461-9700
Website: https://sorensonlegacyfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Sorenson Legacy Foundation
Who Sorenson Legacy Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Crocker Catalyst Foundation ($5.7M). Together the top 10 received $20.2M.
Organizations only. It also paid 1 grant to individuals ($50,000), which are not listed by name.
Grant Size Distribution
1,509 grants across all recorded years
The most common grant size was under $50K: 1,113 grants of 1,509 (74%).
Geographic Focus
Where this funder awards grants
The foundation’s website says it focuses its efforts in Utah and prefers organizations whose efforts are in the state. In 2024, 90% of grant dollars went to recipients in Utah; other reported shares went to Maryland (5%), Virginia (2%), Texas (1%), and Washington, DC (1%).
Grant Distribution by State
Share of 2024 grant dollars across all 266 itemized grants.
States
Cities
Is Sorenson Legacy Foundation open to new grantees?
8%
first-time grantees, 2024
In 2024, 21 of 266 grantees (8%) were first-time recipients. First grants averaged $132K; repeat grants $103K. How we count
Medians: $10K first-time, $20K repeat.
- 70% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+14%). Method
- In 2024 it paid out 115% 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 $23.6M (2020) to $28.0M (2024). In 2024 it made 266 grants totaling $28.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Crocker Catalyst Foundation Salt Lake City, UT | General Charitable Purposes | $5,675,000 |
| Deseret Trust Company Salt Lake City, UT | General Charitable Purposes | $5,000,000 |
| Intermountain Healthcare Foundation Inc Salt Lake City, UT | General Charitable Purposes | $1,800,000 |
| U of U - SCMI Building Salt Lake City, UT | General Charitable Purposes | $1,750,000 |
| JDRF International Hagerstown, MD | General Charitable Purposes | $1,500,000 |
| Thom & Gail Williamsen Family Foundation Salt Lake City, UT | General Charitable Purposes | $1,161,000 |
| Elizabeth Academy Salt Lake City, UT | General Charitable Purposes | $1,030,000 |
| U of U - College of Education Salt Lake City, UT | General Charitable Purposes | $826,200 |
| American Heritage Schools Inc American Fork, UT | General Charitable Purposes | $775,000 |
| Community Foundation of Utah Salt Lake City, UT | General Charitable Purposes | $666,667 |
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Financial History
Multi-year comparison from IRS filings
The foundation’s EIN is 45-3240491, and its filing type is Form 990-PF.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $465,505,478 | $23,522,958 | $36,014,125 | $28,012,367 | 266 | $29,044,191 | $29,289,849 | $25,346,476 |
| 2023 | $457,366,003 | $12,184,915 | $32,138,762 | $26,965,458 | 304 | $27,956,873 | $11,248,019 | $23,334,085 |
| 2022 | $441,627,342 | $16,004,905 | $28,803,169 | $25,046,811 | 329 | $25,975,057 | $14,121,958 | $23,204,722 |
| 2021 | $526,898,066 | $55,397,576 | $28,051,359 | $24,479,736 | 309 | $21,615,911 | $50,858,136 | $25,117,589 |
| 2020 | $495,708,411 | $38,649,828 | $37,017,019 | $23,621,077 | 301 | — | $17,419,276 | $22,883,628 |
Under IRS private-foundation payout rules, Sorenson Legacy Foundation reported a distributable amount of $25.3M 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
The foundation’s stated purpose is to improve lives and the world in which people live. Its focus areas include education, innovation, health care, and community. Education support includes arts education and programs for young students; innovation grants may support technological advances in any sector that improve people’s lives. Health care interests include medical research, technologies, facilities, and efforts to alleviate pain and suffering. Community interests include support for families and children, housing, community development, and people experiencing disadvantage.
The 2024 grants illustrate the range of organizations supported. Intermountain Healthcare Foundation, which received $1,800,000, says it provides strategic and fiduciary leadership for the philanthropic endeavors of IHC Health Services. Elizabeth Academy, which received $1,030,000, describes its mission as providing inclusive Montessori education. American Heritage Schools, which received $775,000, says it educates children in an environment promoting moral and religious values. Other recipients included The Road Home, whose mission is to help individuals and families move out of homelessness in Salt Lake County, and Utah Youth Village, which says it empowers children and families.
Grantmaking
In 2024, the foundation reported 266 grants totaling $28,012,367. Grants ranged from $700 to $5,675,000, with a median award of $20,000. The largest grants included $5,675,000 to Crocker Catalyst Foundation and $5,000,000 to Deseret Trust Company, both for general charitable purposes; $1,800,000 to Intermountain Healthcare Foundation; $1,750,000 to U of U - SCMI Building; and $1,500,000 to JDRF International. The listed purposes for these grants were general charitable purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists the following directors: Ann Crocker, Gary Crocker, Christine Harris, Dale Harris, Shauna Johnson, Ralph Johnson, Thom Williamsen, and Gail Williamsen.
Sorenson Legacy Foundation's 2024 filing lists 8 officers; all 8 officers listed in 2024 are compensated.
Officers on the 2024 filing
Ann Crocker
Director
On filings since 2020
4 hrs/week
$59K (2020) → $82K (2024)
Christine Harris
Director
On filings since 2020
3 hrs/week
$57K (2020) → $75K (2024)
Dale Harris
Director
On filings since 2020
5 hrs/week
$71K (2020) → $85K (2024)
Gail Williamsen
Director
On filings since 2020
3 hrs/week
$57K (2020) → $67K (2024)
Gary Crocker
Director
On filings since 2020
4 hrs/week
$63K (2020) → $79K (2024)
Ralph Johnson
Director
On filings since 2020
6 hrs/week
$65K (2020) → $92K (2024)
Shauna Johnson
Director
On filings since 2020
5 hrs/week
$56K (2020) → $78K (2024)
Thom Williamsen
Director
On filings since 2020
3 hrs/week
$66K (2020) → $76K (2024)
Former officers (1)
- Former: Carol Smith (2020–2022) — Director
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 $92K, to Ralph Johnson (Director). 8 officers or directors reported compensation on that filing.
Frequently asked questions about Sorenson Legacy Foundation
How much does Sorenson Legacy Foundation give each year?
Sorenson Legacy Foundation gave $28.0M across 266 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $27.0M across 304 grants.
What is Sorenson Legacy Foundation's typical grant size?
Sorenson Legacy Foundation's median grant in 2024 was $20,000, and its average grant was $105,310, across 266 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Sorenson Legacy Foundation that year got $132K on average.
Where does Sorenson Legacy Foundation give grants?
Sorenson Legacy Foundation 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 Maryland (5%). The most frequent recipient cities were Salt Lake City, UT (104 grants), Provo, UT (16 grants), Ogden, UT (9 grants) and Logan, UT (8 grants).
Does Sorenson Legacy Foundation give general operating support?
Yes: 100% of Sorenson Legacy Foundation's 2024 grants with a stated purpose (266 of 266) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Sorenson Legacy Foundation's largest grantees?
Sorenson Legacy Foundation's largest 2024 grantees include Crocker Catalyst Foundation ($5,675,000), Deseret Trust Company ($5,000,000) and Intermountain Healthcare Foundation Inc ($1,800,000), according to its 2024 IRS Form 990-PF. It also paid 1 grant to individuals ($50,000), which are not listed by name. Together they received 45% of its itemized 2024 grant dollars.
How large is Sorenson Legacy Foundation?
Sorenson Legacy Foundation reported $465.5M in total assets on its 2024 IRS Form 990-PF. It paid out $29.0M in qualifying distributions that year, against a required minimum of $25.3M (roughly 5% of its investment assets).
What does Sorenson Legacy Foundation fund?
The foundation’s stated purpose is to improve lives and the world in which people live. Its focus areas include education, innovation, health care, and community. See mission & focus areas ↑
How do I apply for a grant from Sorenson Legacy Foundation?
The foundation’s website directs applicants to review its eligibility guidelines and funding priorities, then submit a completed application through its application process. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Sorenson Legacy Foundation's EIN?
Sorenson Legacy Foundation's EIN (Employer Identification Number) is 45-3240491. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Sorenson Legacy Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Sorenson Legacy Foundation funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/sorenson-legacy-foundation-morg_db7440967aad4f0d9ceffaa4bf3b457a
BibTeX
@misc{grantable_453240491_2026,
author = {{Grantable}},
title = {{Sorenson Legacy Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/sorenson-legacy-foundation-morg_db7440967aad4f0d9ceffaa4bf3b457a},
note = {Accessed 2026-10-14. 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 Sorenson Legacy Foundation'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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