JAMES LEE SORENSON FAMILY FOUNDATION

Cite this

Plain text JAMES LEE SORENSON FAMILY FOUNDATION. furp.org, nonprofit organization profile, tax years 2012–2024. https://furp.org/org/james-lee-sorenson-family-foundation-456794415. Retrieved 2026-11-01.

APA furp.org. (n.d.). JAMES LEE SORENSON FAMILY FOUNDATION [Nonprofit organization profile; tax years 2012–2024]. Retrieved November 1, 2026, from https://furp.org/org/james-lee-sorenson-family-foundation-456794415

MLA “JAMES LEE SORENSON FAMILY FOUNDATION.” furp.org, tax years 2012–2024, https://furp.org/org/james-lee-sorenson-family-foundation-456794415. Accessed 1 Nov. 2026.

Retrieved 2026-11-01; covers tax years 2012–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $4.2M · expenses $3.0M · assets $60.6M

EIN
45-6794415
Address
6330 S 3000 E STE 630, SALT LAKE CTY, UT 84121-6241
NTEE code
T20
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
November 2012 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 1 person listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

1 person listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
James Lee Sorenson Trustee2012-2024 5 $0 reported 4

People by year

2024 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Trustee5 $0-$0 $04
2023 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Trustee5 $0-$0 $04
2022 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Trustee5 $0-$0 $04
2021 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Trustee5 $0-$0 $04
2020 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Trustee5 $0-$0 $04
2019 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Trustee5 $0-- $04
2018 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Trustee5 $0-- $04
2017 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Trustee5 $0-- $04
2016 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Trustee5 $0-- $04
2015 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Trustee5 $0-- $04
2014 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Trustee5 $0-- $04
2013 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Trustee5 $0-- $04
2012 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Trustee5 $0-- $04

Highest-paid independent contractors

2024 · 2 contractors · $324K
NameLocationServicePaid
Sorenson Impact AdvisorySalt Lake City, UTInvestment management$252,042
Sorenson Associates The Pointe LLCSalt Lake City, UTAccounting$71,550
2023 · 3 contractors · $261K
NameLocationServicePaid
Sorenson Impact AdvisorySalt Lake City, UTInvestment management$120,900
Ross Aronstam & MoritzWilmington, DELegal$90,065
Sorenson Associates The Pointe LLCSalt Lake City, UTAccounting$50,236
2022 · 2 contractors · $313K
NameLocationServicePaid
Sepio CapitalSalt Lake City, UTInvestment advice$213,105
Ross Aronstam & MoritzWilmington, DELegal$99,636
2021 · 2 contractors · $373K
NameLocationServicePaid
Sepio CapitalSalt Lake City, UTInvestment advice$256,070
Ross Aronstam & MoritzWilmington, DELegal$117,058
2020 · 1 contractor · $198K
NameLocationServicePaid
Sepio CapitalSan Francisco, CAInvestment advice$198,365
2019 · 1 contractor · $208K
NameLocationServicePaid
Sepio CapitalSan Francisco, CAInvestment advice$208,358
2018 · 1 contractor · $197K
NameLocationServicePaid
Sepio CapitalSan Francisco, CAInvestment advice$197,219
2017 · 2 contractors · $175K
NameLocationServicePaid
Merrill Lynch Wealth ManagementSan Francisco, CAInvestment advice$88,024
Sepio CapitalSan Francisco, CAInvestment advice$86,855
2016 · 2 contractors · $250K
NameLocationServicePaid
Merrill Lynch Wealth ManagementSan Francisco, CAInvestment advice$193,218
University of UtahSalt Lake City, UTConsulting$56,500
2015 · 2 contractors · $264K
NameLocationServicePaid
Merrill Lynch Wealth ManagementSan Francisco, CAInvestment advice$204,070
University of UtahSalt Lake City, UTInvestment advice$60,400
2014 · 1 contractor · $230K
NameLocationServicePaid
Merrill Lynch Wealth ManagementSan Francisco, CAInvestment advice$230,078
2013 · 1 contractor · $204K
NameLocationServicePaid
Merrill Lynch Wealth ManagementSan FranciscoInvestment advice$204,043

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 31 grants to organizations · $2.6M
2023 · 29 grants to organizations · $1.5M
2022 · 7 grants to organizations · $2.3M
2021 · 7 grants to organizations · $2.3M
2020 · 37 grants to organizations · $2.4M
2019 · 3 grants to organizations · $1.3M · 1 grant to individuals · $50K
2018 · 3 grants to organizations · $1.4M · 4 grants to individuals · $132K
2017 · 3 grants to organizations · $1.5M · 3 grants to individuals · $18K
2016 · 3 grants to organizations · $1.1M · 1 grant to individuals · $300K
2015 · 2 grants to organizations · $954K · 2 grants to individuals · $400K
2014 · 10 grants to organizations · $1.7M
2013 · 2 grants to organizations · $511K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2012 · 1 contributor · $39.4M
#ContributorTypeCity, stateTotalNoncashSource
1 James Lee Sorenson Person Salt Lake City, UT $39,410,580- Form 990PF Sch. B, 2012 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$4,234,858$2,975,255 $60,604,336$60,604,336 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$3,135,946$1,942,724 $58,441,836$58,441,836 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$5,449,667$2,733,654 $54,317,139$54,317,139 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$7,532,662$2,820,866 $65,095,436$65,086,735 -- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$2,380,727$2,735,386 $60,130,903$60,130,903 -- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$4,024,529$1,700,827 $57,083,202$57,083,202 -- ---
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$3,556,862$1,798,292 $49,334,738$49,334,738 -- ---
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$2,508,304$1,713,753 $52,955,314$52,955,314 -- ---
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$1,715,147$1,755,496 $47,431,043$47,431,043 -- ---
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$2,739,587$1,682,639 $46,798,791$46,798,791 -- ---
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$2,760,203$2,016,505 $48,393,607$48,393,607 -- ---
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$1,137,985$786,733 $47,210,114$47,210,114 -- ---
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$41,232,226$814,608 $41,744,480$41,744,480 -- ---

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
RLC FAMILY FOUNDATIONUTT20 $3,668,600$3,524,615 Executive Director$120,000 Same NTEE code T20, revenue within 2x, same state, similar name
WCF FOUNDATIONUTT20 $4,672,105$1,462,640 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
BRENT AND ANN WILSON FOUNDATIONUTT20 $4,662,621$1,380,053 CO-CHAIR$0 Same NTEE code T20, revenue within 2x, same state
SYKES FAMILY FOUNDATIONNYT20 $4,415,449$2,156,394 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
JOHNSON FAMILY FOUNDATION TRWIT20 $4,218,098$3,692,885 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
RHIMES FAMILY FOUNDATIONDET20 $5,317,310$3,539,983 Trustee$0 Same NTEE code T20, revenue within 2x, similar name
SVS FAMILY FOUNDATIONILT20 $3,919,866$1,216,941 President$0 Same NTEE code T20, revenue within 2x, similar name
FRIES FAMILY FOUNDATIONWAT20 $4,869,957$377,669 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
GIBSON FAMILY FOUNDATIONWAT20 $3,601,000$363,827 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
SIMMS FAMILY FOUNDATIONCAT20 $3,497,645$74,296 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
DELORENZO FAMILY FOUNDATIONTXT20 $4,000,801$0 DIRECTOR, VP, SECR, TREAS$0 Same NTEE code T20, revenue within 2x, similar name
GOREE FAMILY FOUNDATION INCTXT20 $3,393,773$597,665 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
SIDMAN FAMILY FOUNDATIONMAT20 $4,001,573$1,494,900 PRES/DIR$0 Same NTEE code T20, revenue within 2x, similar name
THEWES FAMILY FOUNDATIONMIT20 $3,385,220$574,882 VICE-PRESIDENT/TREASURER$0 Same NTEE code T20, revenue within 2x, similar name
STALEY FAMILY FOUNDATIONCOT20 $5,372,704$4,716,462 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
KSL FAMILY FOUNDATIONTXT20 $4,212,072$419,671 PRESIDENT & DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
STANARD FAMILY FOUNDATIONOHT20 $3,702,001$1,599,174 DIRECTOR/PRESIDENT/TREASURER$0 Same NTEE code T20, revenue within 2x, similar name
KOREN-SCHRADER FAMILY FOUNDATIONFLT20 $5,107,335$65,005 PRESIDENT, DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
DYER FAMILY FOUNDATIONNJT20 $4,458,323$132,372 DIRECTOR$0 Same NTEE code T20, revenue within 2x, similar name
GINN FAMILY FOUNDATIONCAT20 $4,013,157$1,691,429 EXECUTIVE DIRECTOR$95,000 Same NTEE code T20, revenue within 2x, similar name
FOLSOM FAMILY FOUNDATIONDET20 $3,947,268$527,438 PRESIDENT, SECRETARY, TREASURER$0 Same NTEE code T20, revenue within 2x, similar name
RUAN FAMILY FOUNDATIONCAT20 $3,721,787$5,084,125 DIRECTOR/PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
KAYE FAMILY FOUNDATIONNYT20 $4,836,326$9,006,156 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
IHLE FAMILY FOUNDATIONMNT20 $4,845,522$2,267,557 Treas, Dir$0 Same NTEE code T20, revenue within 2x, similar name
REED FAMILY FOUNDATIONWIT20 $4,865,389$3,860,054 DIRECTOR/PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
TEXAS FLYING LEGENDS MUSEUM Private foundation$12,992,9425 12017–2021 BOSARGE FAMILY FOUNDATION
BABYDOLL MUSEUM INC Private foundation$1,296,3672 12018–2020 BOSARGE FAMILY FOUNDATION
CATHOLIC FOUNDATION FOR THE ROMAN CATHOLIC CHURCH IN NORTHERN CO DAF sponsor$448,0004 12018–2020 THE MARTIN FAMILY FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$57,8751 12025–2025 HENDRICK FAMILY FOUNDATION
THE EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC Private foundation$7,5003 12016–2018 HENDRICK FAMILY FOUNDATION
BARNHILL FAMILY FOUNDATION Private foundation$2,5001 12016–2016 HENDRICK FAMILY FOUNDATION
AMAZONSMILE FOUNDATION Private foundation$504 12020–2023 HENDRICK FAMILY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $2,975,255 spent · pay $0 · grants $2,580,040 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,580,040 86.7%
Fees: other professional $252,042 8.5%
Fees: accounting $71,550 2.4%
Taxes $48,754 1.6%
Fees: legal $22,358 0.8%
Other expenses $511 0.0%
Total$2,975,255100%

View the filing

2023 · Form 990PF · $1,942,724 spent · pay $0 · grants $1,476,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,476,000 76.0%
Fees: other professional $219,367 11.3%
Fees: legal $126,689 6.5%
Taxes $69,209 3.6%
Fees: accounting $51,316 2.6%
Other expenses $143 0.0%
Total$1,942,724100%

View the filing

2022 · Form 990PF · $2,733,654 spent · pay $0 · grants $2,256,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,256,000 82.5%
Fees: other professional $213,105 7.8%
Fees: legal $128,737 4.7%
Taxes $94,807 3.5%
Fees: accounting $40,746 1.5%
Other expenses $259 0.0%
Total$2,733,654100%

View the filing

2021 · Form 990PF · $2,820,866 spent · pay $0 · grants $2,303,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,303,000 81.6%
Fees: other professional $256,220 9.1%
Fees: legal $148,424 5.3%
Taxes $70,571 2.5%
Fees: accounting $41,955 1.5%
Other expenses $696 0.0%
Total$2,820,866100%

View the filing

2020 · Form 990PF · $2,735,386 spent · pay $0 · grants $2,405,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,405,500 87.9%
Fees: other professional $215,934 7.9%
Taxes $54,782 2.0%
Fees: accounting $34,868 1.3%
Fees: legal $23,792 0.9%
Other expenses $510 0.0%
Total$2,735,386100%

View the filing

2019 · Form 990PF · $1,700,827 spent · pay $0 · grants $1,392,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,392,500 81.9%
Fees: other professional $209,358 12.3%
Taxes $65,720 3.9%
Fees: accounting $30,390 1.8%
Fees: legal $2,752 0.2%
Other expenses $107 0.0%
Total$1,700,827100%

View the filing

2018 · Form 990PF · $1,798,292 spent · pay $0 · grants $1,524,000 · events $30,000
LineAs describedTotalShare
Contributions, gifts, grants paid $1,524,000 84.7%
Fees: other professional $197,472 11.0%
Taxes $32,821 1.8%
Travel, conferences and meetings $30,000 1.7%
Fees: accounting $13,775 0.8%
Other expenses $169 0.0%
Fees: legal $55 0.0%
Total$1,798,292100%

View the filing

2017 · Form 990PF · $1,713,753 spent · pay $0 · grants $1,496,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,496,000 87.3%
Fees: other professional $174,879 10.2%
Fees: accounting $32,375 1.9%
Taxes $10,314 0.6%
Other expenses $185 0.0%
Total$1,713,753100%

View the filing

2016 · Form 990PF · $1,755,496 spent · pay $0 · grants $1,447,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,447,000 82.4%
Fees: other professional $249,718 14.2%
Taxes $32,050 1.8%
Fees: accounting $26,502 1.5%
Other expenses $226 0.0%
Total$1,755,496100%

View the filing

2015 · Form 990PF · $1,682,639 spent · pay $0 · grants $1,353,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,353,500 80.4%
Fees: other professional $264,470 15.7%
Fees: accounting $34,261 2.0%
Taxes $21,785 1.3%
Fees: legal $8,454 0.5%
Other expenses $169 0.0%
Total$1,682,639100%

View the filing

2014 · Form 990PF · $2,016,505 spent · pay $0 · grants $1,703,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,703,000 84.5%
Fees: other professional $230,078 11.4%
Taxes $51,545 2.6%
Fees: legal $18,112 0.9%
Fees: accounting $13,611 0.7%
Other expenses $159 0.0%
Total$2,016,505100%

View the filing

2013 · Form 990PF · $786,733 spent · pay $0 · grants $510,610 · events $15,294
LineAs describedTotalShare
Contributions, gifts, grants paid $510,610 64.9%
Fees: other professional $204,043 25.9%
Taxes $36,244 4.6%
Fees: accounting $20,333 2.6%
Travel, conferences and meetings $15,294 1.9%
Other expenses $209 0.0%
Total$786,733100%

View the filing

2012 · Form 990PF · $814,608 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Taxes $742,273 91.1%
Fees: other professional $54,445 6.7%
Fees: legal $12,804 1.6%
Fees: accounting $4,914 0.6%
Other expenses $172 0.0%
Total$814,608100%

View the filing

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