2016-11-15T14:44:25-08:00 2015-12-31 990PF 2015-01-01 453203840 Sorenson Impact Foundation SORE 8014901000 299 S Main Street Salt Lake City UT 84111 Paul Ludlow CFO 2016-11-15 2015 2017-02-10 21:41:12Z X 131466770 X 5118 4626 4626 1779576 1805458 2469062 15618127 2474819 126728 -263416 4385110 4021487 44985 44985 45868 378219 312619 65600 66471 17186 17981 17981 9507 563031 329805 128566 1007138 1007138 1570169 329805 1135704 2814941 3691682 1995920 627591 627591 8120742 9680723 9680723 1311670 1030386 1030386 47200651 53229502 53229502 6232999 6048168 6048168 66126507 56835517 56835517 2082439 4014883 4014883 133070928 131466770 131466770 10515 4870 10515 4870 X 133060413 131461900 133060413 131461900 133070928 131466770 133060413 2814941 135875354 4413454 131461900 Publicly traded securities P 2014-01-01 2015-12-31 15530092 13053545 2476547 2476547 Escrow loss P 2012-03-30 2015-01-02 88035 89763 -1728 -1728 2474819 73834 73834 73834 126994 126994 53160 53160 false false false false false true true false true true UT true false false false false true sorensonimpactfoundation.org Paul Ludlow 8014901013 299 S Main Street Suite 2200 Salt Lake City UT 84111 false false false false true false false false false false false true false false false false false false true false false true false false false false James Lee Sorenson 299 S Main Street Suite 2200 Salt Lake City UT 84111 Director 10.00 0 Krista Sorenson 299 S Main Street Suite 2200 Salt Lake Cit UT 84111 Director 5.00 0 Luke Sorenson 3400 N Ashton Boulevard Lehi UT 84043 Director 1.00 0 NONE Merrill Lynch 101 California Street Suite 2100 San Francisco CA 94111 Investment advice 312619 University of Utah 540 Arapeen Drive Suite 250 Salt Lake City UT 84108 Consulting 65600 Sorenson Associates The Pointe LLC 299 S Main Street Suite 2200 Salt Lake City UT 84111 Accounting & Tax 45300 Ray Quinney & Nebeker 36 S State Street Suite 1400 Salt Lake City UT 84111 Legal 43005 Copia Global: Providing access to life necessities and job opportunities in Africa 343419 The Leonardo: Funding for programs to create public awareness and education of historical, scientific, and cultural treasures. 250000 1401090 1994509 68174953 7289376 27417997 102882326 0 102882326 1543235 101339091 5066955 5066955 73834 73834 4993121 28543 5021664 5021664 1135704 1994509 3130213 3130213 5021664 1380963 581967 1962930 3130213 0 3130213 1891451 1891451 71479 0 71479 71479 Sorenson Impact Foundation 299 S Main Street Suite 2200 Salt Lake City UT 84111 8014901003 info@sorensonimpactfoundation.org Applicants may obtain a grant application by contacting the foundation at the above address. Information required by the foundation for consideration of a grant includes a description of the applicant's organization and mission, a specific request for funds, background information on directors and key personel and other information as outlined on the application. Quarterly; January 31, April 30, July 31, October 31 Awards will only be made for permitted charitable purposes consistent with the purpose and mission of the foundation. Brigham Young University 3328 TMCB Provo UT 84602 PC Scholarship 11888 Junior Achievement 515 East 100 South Suite 200 Salt Lake City UT 84102 PC JA program school sponsorship 12500 Salt Lake County 2001 South State Street Suite S480 Salt Lake City UT 84190 GOV Herriman recreation center 31250 University of Utah 201 Presidents Circle Salt Lake City UT 84112 PC Global Impact Center; Arts & Education Complext 534000 Utah Chamber Artists 11640 S Littler Road Sandy UT 84092 PC Musical composition & performance 100000 Utah Food Bank 3150 South 900 West Salt Lake City UT 84191 PC Emergency food assistance 25000 American Indian Services 1902 N Canyon Rd Suite 100 Provo UT 84604 PC Scholarships 100000 Community Health Connect 591 S State Street Provo UT 84606 PC Volunteer provider network 10000 Choice Humanitarian 7879 S 1530 W Suite 200 Salt Lake City UT 84088 PC Nepal earthquake relief 100000 Family Support Center 1760 W 4805 S Taylorsville UT 84129 PC Family crisis services 12500 Church State Nonprofit Inc 370 South 300 Est Salt Lake City UT 84111 PC Entrepreneur education series 25000 Tides Foundation 302A West 12th Street 309 New York NY 10014 PC School uniforms 10000 Habitat for Humanity 1276 South 500 West Salt Lake City UT 84101 PC Affordable housing 10000 Massachusetts Institute of Technolo 77 Massachusetts Ave Bldg N51-315 Cambridge MA 02139 PC D-Lab Scale-ups Fellows 25000 1007138 14 4626 14 1779576 18 2469062 K-1 Investment income 14 126728 4379992 4379992 false false false false false false false false false false X X 1 Sorenson Molecular Genealogy Fdtn 299 S Main Street Suite 2200 Salt Lake City UT 84111 5118 X Accounting & Tax 45868 0 0 0 Quidnet Energy: Addressing environmental issues with traditional energy generation methods and providing solutions to electricity grid limitations. 125000 Rimidi Diabetes: Improving health outcomes of at-risk populations which are overrepresented in chronic diseases, including diabetes. 250000 Unitus Seed Fund: Provide opportunities for economic self-reliance, education, and procurement of basic necessities to underprivileged individuals. 100000 Elevar Equity: Developing essential products and services for disconnected communities in Latin America and Asia 45000 VilCap Investments: Investing in companies that enable positive social and/or environmental impact such as: clean energy, increasing access to education and healthcare, and improving livelihoods of underprivileged populations. 24087 Owl Ventures: Addressing problems associated with poor learning achievement outcomes and increasing educational opportunities. 136895 Visage Holdings: Fostering economic development and job growth in India through loans to underserved populations. 189584 Graduation Alliance: Increasing high school graduation rates, expanding job opportunities and bettering lifetime earnings potential for at-risk poplulations. 250000 Copia Global: Providing access to life necessities and job opportunities in Africa 190000 Elevar Equity: Developing essential products and services for disconnected communities in Latin America and Asia 21500 VilCap Investments: Investing in companies that enable positive social and/or environmental impact such as: clean energy, increasing access to education and healthcare, and improving livelihoods of underprivileged populations. 1779 VilCap Investments: Investing in companies that enable positive social and/or environmental impact such as: clean energy, increasing access to education and healthcare, and improving livelihoods of underprivileged populations. 22245 Owl Ventures: Addressing problems associated with poor learning achievement outcomes and increasing educational opportunities. 30000 Owl Ventures: Addressing problems associated with poor learning achievement outcomes and increasing educational opportunities. 15000 Boeing CO GLB Mar 2019 569793 569793 Comcast Corp Jan 2017 541291 541291 DirectTV Holdings Apr 2024 415286 415286 General Electric May 2018 274994 274994 Goldman Sachs Group Jan 2018 551960 551960 Marathon Oil Corp Feb 2019 284131 284131 Metlife Inc Ser A Aug 2018 575947 575947 Newell Rubbermaid Aug 2020 522288 522288 Newmont Mining Corp Oct 2019 210597 210597 Northrop Grumman Corp Mar 2016 258713 258713 Textron Inc Mar 2021 407363 407363 Walgreen Co Jan 2019 63386 63386 Waste Management Mar 2019 Williams Companies Jan 2023 212346 212346 AT&T Inc May 2018 272969 272969 HCP Inc GLB Mar 2024 503690 503690 Republic Services GLB May 2023 383414 383414 Publicly traded securities (see stmt) 53229502 53229502 1030386 1030386 ML Winton Futures Access FMV 669412 669412 Ascend Access LTD FMV 1005495 1005495 Brevan Howard Mulit-Strategy FMV 1106909 1106909 Carlson Double Black Diamond FMV 1526945 1526945 ESG Cross Border Equity FMV OZOFII Access LTD FMV 1926860 1926860 Sirios Access LTD FMV 316545 316545 Blackstone Strategic Partners FMV 248024 248024 CSP III Distressted Opportunities FMV 285149 285149 Czech II Senior Loan Trust FMV 518177 518177 GSO Mezzanine Finance Fund FMV 290863 290863 SLP IV Technology Fund FMV 187022 187022 Elements Rogers Tr FMV Privately-held securities FMV 48697842 48697842 LS Real Estate Recoverty IV Trust FMV 56274 56274 Legal 44985 0 0 44985 Accrued interest - PRI loans 29169 73383 73383 Program related investments 1963507 3929473 3929473 State tax refund 12027 12027 Bank charges 424 Insurance 2868 Licenses & Fees 50 Postage 174 Security 5306 Storage 671 Telephone 14 K-1 Investment income 126728 -263416 Investment management 312619 312619 0 0 Program-related investment services 65600 0 0 65600 Federal Excise Tax 65000 Foreign Taxes 1471 17186