2013-11-15T15:59:22-08:00 2012-12-31 990PF 2012-01-01 453203840 Sorenson Impact Foundation SORE 8014901000 299 S Main Street Salt Lake City UT 84111 James Lee Sorenson 2013-11-15 2012 2016-02-25 16:41:14Z X 128149602 X X 5247 5247 1286001 1286001 5850200 21603061 6435644 -1082041 -22036 6059407 7704856 29185 78415 89684 26169 218597 198097 146741 1741 15657 6915 521679 199838 89684 1002023 1002023 1523702 199838 1091707 4535705 7505018 108931 108931 2230244 2230244 1753493 1753493 20419782 20419782 7055159 7055159 96289704 96289704 292289 292289 128149602 128149602 12488 7494 12488 7494 X -12488 128142108 -12488 128142108 0 128149602 -12488 4535705 123618891 128142108 128142108 6435644 150100 150100 150100 196500 196500 X 46400 46400 false false false false false true true false true true UT true false false true 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 false false false false false false false false false false false false false false false Luke Sorenson 3400 N Ashton Boulevard Lehi UT 84043 1.00 0 Krista Sorenson 299 S Main Street Suite 2200 Salt Lake Cit UT 84111 5.00 0 James Lee Sorenson 299 S Main Street Suite 2200 Salt Lake City UT 84111 10.00 29185 NONE Ray Quinney & Nebeker 36 S State Street Suite 1400 Salt Lake City UT 84111 Legal 78415 Merrill Lynch 101 California Street Suite 2100 San Francisco CA 94111 Investment advice 198097 43371236 4435062 39720939 87527237 0 87527237 1312909 86214328 4310716 4310716 150100 150100 4160616 4160616 4160616 1091707 1091707 1091707 4160616 1412611 2290606 2655078 2502938 8861233 1091707 0 1091707 3068909 3068909 5792324 0 5792324 634308 2655078 2502938 James Lee Sorenson Sorenson Impact Foundation 299 S Main Street Suite 2200 Salt Lake City UT 84111 8014901000 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. University of Utah 201 Presidents Circle Salt Lake City UT 84112 Univ BTS Arts & Leadership Pavillion 341875 Brigham Young University 3328 TMCB Provo UT 84602 Univ BTS Arts Endowment 87500 Salt Lake County 2001 South State Street Suite S480 Salt Lake City UT 84190 Govt Herriman recreation center 31250 American Indian Services 1902 N Canyon Road Suite 100 Provo UT 84604 Public Scholarship program 100000 Ronald McDonald House 935 E South Temple Salt Lake City UT 84102 Public Ronald Mcdonald House expansion. Construction costs 100000 Junior Achievement 515 East 100 South Suite 200 Salt Lake City UT 84102 Public JA City - Whole School Program 12500 Utah State University Old Main Hill Logan UT 84322 Univ Funding for piano department/fine arts 21438 Brigham Young University 3328 TMCB Provo UT 84602 Univ Research for ASL display device 152460 The Library Square Foundation PO Box 2129 Salt Lake City UT 84110 Public Race for Innovation Program 50000 YWCA 322 East 200 South Salt Lake City UT 84111 Public Gandhi statue campaign 5000 University Impact Fund 299 S Main Street Suite 310 Salt Lake City UT 84111 Public General support 100000 1002023 14 5247 14 1286001 531390 -585444 18 6435644 Passthrough Rents 16 -15780 Passthrough Interest 14 36060 Passthrough Income 541900 26612 Passthrough Income 541519 -447411 Passthrough Income 531390 -639206 Passthrough Gains 18 -27615 Investment Income 14 -14701 -1645449 7704856 6059407 false false false false false false false false false false Accounting & Tax 26169 0 0 0 Ray Quinney & Nebeker Merrill Lynch The foundation is a successor organization to a previous 501(c)(3) foundation. As described in Rev. Rul. 2002-28 and Treas. Reg. Section 1.507-3(a)(9)(i) the foundation is entitled to a certain carryover amounts from the previous foundation; namely the excess distribution carryover and UBI net operating loss carryovers.The amounts of carryovers are as follows:Excess Distributions:2007 $1,41,26112008 $2,290,6062009 $2,655,0782010 $2,502,9382012 $581,967Net Operating Loss:2009 $6572010 $174,3172011 $1,245,300 Part VII-A, Line 11Controlled Entity:Sorenson Media, Inc.13961 Minuteman Drive, Suite 100Draper, Utah 84020EIN: 76-0793370 Newell Rubbermaid Inc 561120 561120 Newmont Mining Corp 233129 233129 Boeing Co 631628 631628 Waste Management Inc 647042 647042 Marathon Oil Corp 318786 318786 Walgreen Co 299282 299282 Verizon Communications 230101 230101 Metlife Inc 642762 642762 AT&T Inc 303359 303359 General Electric Capital Corp 299227 299227 Goldman Sachs Group Inc 595315 595315 Comcast Corp 618006 618006 Northrop Grumman corp 302248 302248 Hospira Inc 280102 280102 Boeing Co 266964 266964 Staples Inc 566079 566079 Kinder Morgan 260009 260009 Telephone & Data Systems 122800 122800 First Republic Bank 245857 245857 DTE Energy Co 252000 252000 Coresite Realty Corp 126050 126050 Cobank ACB 104156 104156 BB&T Corporation 245700 245700 Yum Brands Inc 17131 17131 Williams Companies 28156 28156 Wells Fargo & Co 27139 27139 WW Grainger Inc 28737 28737 VMWare Inc 28054 28054 Visa Inc 108834 108834 Unitedhealth Group Inc 38727 38727 United Technologies Corp 48632 48632 Union Pacific Corp 104348 104348 Ulta Salon Cosmetics 28790 28790 Teradata Corp 28655 28655 Starbucks Corp 49232 49232 Sirius XM Radio Inc 26900 26900 SBA Communications Corp 38755 38755 SalesForce.com Inc 73292 73292 Ross Stores Inc 28614 28614 Range Resources Corp 28588 28588 Ralph Lauren Corp 39579 39579 Qualcomm Inc 69778 69778 Priceline.com Inc 71345 71345 Precision Castparts 56068 56068 Monsanto Co 81494 81494 Michael Kors Holdings LTD 28883 28883 McGraw Hill Companies 27444 27444 Mastercard Inc 40285 40285 Lennar Corp 21462 21462 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Oasis Pete Inc 7537 7537 Northern Trust Corp 24177 24177 Navigant Consulting Inc 26963 26963 Mednax Inc 15904 15904 MDU Resources Group Inc 7179 7179 McDermott International Inc 15582 15582 Maxwell Technologies Inc 16384 16384 Maidenform Brands Inc 13818 13818 Lexington Realty Trust 8161 8161 Landec Corp 9291 9291 Kindred Healthcare Inc 10690 10690 The Jones Group Inc 9644 9644 Jack In The Box Inc 11240 11240 JM Smucker Co 22595 22595 IXYS Corp 36514 36514 Investors Real Estate Trust 7770 7770 ICF International Inc 14697 14697 Huntington Bancshares Inc 13988 13988 Hormel Foods Corp 24157 24157 Home Loan Servicing Solutions LTD 11378 11378 Hologic Inc 14727 14727 Hanover Ins Group 60202 60202 Gulfport Energy 24499 24499 Guess Inc 10945 10945 Great Plains Energy 20554 20554 Goodrich Petroleum 12032 12032 Globe Specialty Metals 6765 6765 Global Pmts Inc 15176 15176 Gentex Corp 7955 7955 General Cable Corp 22929 22929 Frac First Horizon Natl Corp 1 1 Forest Labs Inc 11055 11055 First Niagara Financial Group 7335 7335 First Midwest Bancorp 7387 7387 Euronet Worldwide Inc 4413 4413 Equifax Inc 17535 17535 Endurance Specialty Holding 19051 19051 Employers Holdings Inc 16690 16690 Dryships Inc 7582 7582 Devry Inc 17370 17370 Darling International Inc 12944 12944 Cree Inc 34694 34694 Covanta Holding Corp 37761 37761 Computer Science Corp 51384 51384 Community Health Sys 11958 11958 City National Corp 7180 7180 Chicos FAS Inc 23075 23075 Cabelas Inc 17577 17577 Brown Shoe Co Inc 17525 17525 Black Hills Corp 15299 15299 Bemis Co Inc 8532 8532 Babcock and Wilcox 13152 13152 Atlas Air Worldwide Hldgs 6338 6338 American Financial Group 31537 31537 Alleghany Corp 24486 24486 Aegion Corp 25585 25585 3M Company 99814 99814 Wal-Mart Stores Inc 200392 200392 WR Berkley Corp 136808 136808 Unitedhealth Group 172212 172212 Thermo Fisher Scientific 109191 109191 Praxair Inc 170961 170961 Pepsico Inc 148835 148835 Oracle Corp 206584 206584 Noble Energy Inc 273375 273375 News Corp B 23275 23275 News Corp A 190993 190993 Nestle SA 153932 153932 Morgan Stanley 133840 133840 Mondelez International 143632 143632 Microsoft Corp 225350 225350 McDonalds Corp 38548 38548 Loews Corp 168094 168094 Liberty Global Inc A 25184 25184 Liberty Global Inc 217375 217375 Google Inc 141476 141476 Goldman Sachs Group 108426 108426 Fidelity Natl Info Svcs 103977 103977 Ecolab Inc 210308 210308 Comcast Corp 159377 159377 Coca Cola 207495 207495 Berkshire Hathaway Inc 358800 358800 Apache Corp 165792 165792 AON PLC 259087 259087 Altera Corp 135841 135841 Wynn Resorts LTD 248040 248040 Waters Corp 183997 183997 Suncor Energy Inc 238412 238412 Starwood Hotels and Resorts 241658 241658 Stanley Black & Decker 257933 257933 Scripps Networks Interactive 282476 282476 RobertHalf Intl Inc 246828 246828 Qualcomm Inc 236675 236675 Mastercard Inc 204372 204372 Hospira Inc 180036 180036 Express Scripts Holding Co 169290 169290 Expeditors Intl Wash Inc 132216 132216 EMC Corporation 167916 167916 Affiliated Managers Grp 193403 193403 Accenture PLC 163856 163856 Ansys Inc 166397 166397 Wells Fargo & Co 189186 189186 Wal-Mart Stores Inc 121108 121108 Verizon Communications 111117 111117 Reynolds American Inc 86257 86257 Philip Morris Intl 90666 90666 Pfizer Inc 205199 205199 Paychex Inc 135285 135285 Newmarket Corp 165186 165186 Microsoft Corp 122010 122010 Meadwestvaco Corp 134523 134523 Lowes Companies Inc 198983 198983 Lorillard Inc 195656 195656 Kinder Morgan Management LLC 188273 188273 Johnson and Johnson 71152 71152 Intl Business Machines 115122 115122 Intel Corp 151990 151990 Hershey Company 126024 126024 Hatteras Financial Corp 160421 160421 Hasbro Inc 194901 194901 Frac Kinder Morgan Management Federated Investors B 142460 142460 Duke Energy Corp 88746 88746 Dominion Res Inc 190210 190210 ConocoPhillips 86289 86289 Coca Cola 110273 110273 Cisco Systems Inc 151929 151929 Cinn Financial Corp 147085 147085 Chevron Corp 137879 137879 Bristol-Myers Squibb 171912 171912 Blackrock Inc 156066 156066 Berkshire Hathaway 124414 124414 Altria Group Inc 187225 187225 Albemarle Corp 202014 202014 Morgan Stanley Cap VIII 1070 1070 Morgan Stanley Cap TRVII 12996 12996 Montpelier RE Holdings 67667 67667 Corts Trust For AON Cap 16895 16895 Wiley John & Sons 51699 51699 Wex Inc 18692 18692 Verisk Analytics Inc 27677 27677 Varian Medical Sys Inc 27885 27885 Umpqua Holdings Corp 23757 23757 Transdigm Group Inc 16500 16500 Solera Holdings Inc 26254 26254 SEI Investment Co 32956 32956 Schein Inc 47850 47850 Sally Beauty Holdings Inc 45089 45089 Pall Corp PV 16330 16330 Oceaneering Intl Inc 25174 25174 OReilly Automotive Inc 34248 34248 Morningstar Inc 60128 60128 Mettler-Toledo Intl Inc 23969 23969 Markel Corp 73681 73681 LKQ Corp 67288 67288 Kirby Corp 47903 47903 Jacobs Engn Grp Inc 35887 35887 Jack Henry & Assoc Inc 27011 27011 Idex Corp Delaware 43273 43273 Hunt JB Trans Svcs Inc 34274 34274 Hcc Ins Holding Inc 61880 61880 Graco Inc 26723 26723 Gentex Corp 37625 37625 Forest City Enterprises 27277 27277 Flir Systems Inc 23655 23655 Fair Isaac Corporation 40517 40517 Factset Resh Sys Inc 23336 23336 Equifax Inc 45515 45515 Dril Quip 17532 17532 Dentsply Intl Inc 54147 54147 Cullen First Bkrs 16172 16172 Copart Inc 18408 18408 Columbia Sportswear Co 17075 17075 Clarcor Inc 37125 37125 City National Corp 33079 33079 Church & Dwight Co Inc 29946 29946 Carmax Inc 33185 33185 Carlisle Cos Inc 44011 44011 Blackbaud Inc 31985 31985 Bio Rad Labs 41915 41915 Aptar Grouop Inc 31829 31829 Ametek Inc 41139 41139 Airgas Inc 19171 19171 Affiliated Managers Grp 63903 63903 Acuity Brands Inc 37589 37589 Aarons Inc 26215 26215 Ansys Inc 40000 40000 Merrimack Pharmaceuticals 672907 672907 822277 822277 931216 931216 Privately Held Investments FMV 74652730 74652730 SLP IV Techloogy Fund FMV 50000 50000 ML Winton Futures Access FMV 480654 480654 OZOFII Access LTD FMV 1577052 1577052 Carlson Double Black Diamond FMV 1051194 1051194 Brevan Howard Multi-Strategy FMV 759226 759226 Ascend Access LTD FMV 759261 759261 GSO Mezzanine Finance Fund FMV 123900 123900 Templeton Global Bond Fund FMV 27425 27425 Eaton Vance Floating Rate Fund FMV 942 942 Ridgeworth High Income Fund FMV 3144 3144 Eaton Vance Floating Rate Fund FMV 256989 256989 First Eagle Global FMV 2768994 2768994 PIMCO Commodity Real Return FMV 1427792 1427792 Templeton Global Bond Fund FMV 1735757 1735757 PIMCO Fixed Income Shares FMV 667447 667447 Oppenheimer Developing Markets Fund FMV 1464820 1464820 Matthews Pacific Tiger FMV 795525 795525 Matthews Asian Growth Fund FMV 808877 808877 First Eagle Gold Fund FMV 395757 395757 IVA Worldwide Fund FMV 2975048 2975048 iShares Russell 1000 FMV 2892300 2892300 Ridgeworth High Income Fund FMV 614870 614870 Legal 78415 0 0 89684 Mediconnect escrow 292289 292289 Supplies 1419 Postage 8 Licenses & Fees 57 Insurance 5140 Bank charges 291 Passthrough Rents -15780 -15780 Passthrough Interest 36060 36060 Passthrough Income -639206 Passthrough Income -447411 Passthrough Income 26612 Passthrough Gains -27615 -27615 Investment Income -14701 -14701 Transfer from Original Sorenson Legacy Foundation 119996215 Public relations 20500 0 0 0 Investment management 198097 198097 0 0 Foreign Taxes 1741 1741 Federal Excise Tax 145000