BEVERLEY TAYLOR SORENSON FOUNDATION

Cite this

Plain text BEVERLEY TAYLOR SORENSON FOUNDATION. furp.org, nonprofit organization profile, tax years 2014–2024. https://furp.org/org/beverley-taylor-sorenson-foundation-463784084. Retrieved 2026-11-02.

APA furp.org. (n.d.). BEVERLEY TAYLOR SORENSON FOUNDATION [Nonprofit organization profile; tax years 2014–2024]. Retrieved November 2, 2026, from https://furp.org/org/beverley-taylor-sorenson-foundation-463784084

MLA “BEVERLEY TAYLOR SORENSON FOUNDATION.” furp.org, tax years 2014–2024, https://furp.org/org/beverley-taylor-sorenson-foundation-463784084. Accessed 2 Nov. 2026.

Retrieved 2026-11-02; covers tax years 2014–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $1.4M · expenses $1.5M · assets $28.5M

EIN
46-3784084
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 2013 (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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 3 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

3 people 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
Joan Fenton Director2014-2024 1 $0 reported 4
Joseph Sorenson Director2014-2024 1 $0 reported 3
James Lee Sorenson Director2014-2024 1 $0 reported 4

People by year

2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Director1 $0-$0 $04
Joan Fenton Director1 $0-$0 $04
Joseph Sorenson Director1 $0-$0 $03
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Director1 $0-$0 $04
Joan Fenton Director1 $0-$0 $04
Joseph Sorenson Director1 $0-$0 $03
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Director1 $0-$0 $04
Joan Fenton Director1 $0-$0 $04
Joseph Sorenson Director1 $0-$0 $03
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Director1 $0-$0 $04
Joan Fenton Director1 $0-$0 $04
Joseph Sorenson Director1 $0-$0 $03
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Director1 $0-$0 $04
Joan Fenton Director1 $0-$0 $04
Joseph Sorenson Director1 $0-$0 $03
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Director1 $0-- $04
Joan Fenton Director1 $0-- $04
Joseph Sorenson Director1 $0-- $03
2018 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Director1 $0-- $04
Joan Fenton Director1 $0-- $04
Joseph Sorenson Director1 $0-- $03
2017 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Director1 $0-- $04
Joan Fenton Director1 $0-- $04
Joseph Sorenson Director1 $0-- $03
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Director0 $0-- $04
Joan Fenton Director0 $0-- $04
Joseph Sorenson Director0 $0-- $03
2014 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James Lee Sorenson Director0 $0-- $04
Joan Fenton Director0 $0-- $04
Joseph Sorenson Director0 $0-- $03

Highest-paid independent contractors

2024 · 1 contractor · $124K
NameLocationServicePaid
Sepio CapitalSalt Lake City, UTInvestment management$123,951
2023 · 1 contractor · $103K
NameLocationServicePaid
Sepio CapitalSalt Lake City, UTInvestment management$102,871
2022 · 1 contractor · $124K
NameLocationServicePaid
Sepio CapitalSalt Lake City, UTInvestment management$124,207
2021 · 1 contractor · $152K
NameLocationServicePaid
Sepio CapitalSalt Lake City, UTInvestment advice$151,814
2020 · 1 contractor · $119K
NameLocationServicePaid
Sepio CapitalSan Francisco, CAInvestment advice$119,458
2019 · 1 contractor · $111K
NameLocationServicePaid
Sepio CapitalSan Francisco, CAInvestment advice$111,120
2018 · 1 contractor · $107K
NameLocationServicePaid
Sepio CapitalSan Francisco, CAInvestment advice$107,401
2017 · 2 contractors · $107K
NameLocationServicePaid
Merrill LynchPennington, NJInvestment advice$65,007
Sepio CapitalSan Francisco, CAInvestment advice$42,261
2016 · 1 contractor · $136K
NameLocationServicePaid
Merrill LynchPennington, NJInvestment advice$136,020

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 · 21 grants to organizations · $1.3M
2023 · 18 grants to organizations · $1.4M
2022 · 20 grants to organizations · $1.6M
2021 · 15 grants to organizations · $1.6M
2020 · 11 grants to organizations · $1.3M
2019 · 1 grant to organizations · $30K · 15 grants to individuals · $1.1M
2018 · 1 grant to organizations · $30K · 10 grants to individuals · $1.2M
2017 · 1 grant to organizations · $30K · 4 grants to individuals · $655K
2016 · 0 grants to organizations · $0 · 2 grants to individuals · $40K
2014 · 0 grants to organizations · $0 · 2 grants to individuals · $557K

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.

2020 · 1 contributor · $28K
#ContributorTypeCity, stateTotalNoncashSource
1 Beverley Sorenson Revocable Trust Organization or other Salt Lake City, UT $27,500- Form 990PF Sch. B, 2020 · filing
2018 · 1 contributor · $2.0M
#ContributorTypeCity, stateTotalNoncashSource
1 Beverley Sorenson Revocable Trust Person Salt Lake City, UT $2,013,368- Form 990PF Sch. B, 2018 · 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 ↗
$1,360,464$1,488,813 $28,494,970$28,494,970 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$554,452$1,560,209 $27,333,014$27,333,014 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$2,160,177$1,753,724 $25,703,624$25,703,624 $1,000- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$2,532,175$1,835,635 $31,852,127$31,852,127 $3,010- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$1,641,221$1,465,246 $29,662,523$29,662,523 $27,500- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$2,399,996$1,348,223 $27,697,629$27,697,629 $34- ---
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$4,544,465$1,365,494 $24,289,031$24,289,031 $2,013,368- ---
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$795,959$821,323 $24,950,957$24,950,957 -- ---
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$400,519$213,798 $22,272,663$22,272,663 -- ---
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$20,709,218$572,398 $20,388,942$20,388,942 $20,709,218- ---

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
TCDC FOUNDATIONUTT20 $1,299,666$65,274 PRESIDENT AND CHAIR$0 Same NTEE code T20, revenue within 2x, same state
SPAN FOUNDATIONUTT20 $1,216,339$331,420 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
THE SABIN CHILDRENS FOUNDATIONUTT20 $1,460,775$583,112 Chairman/CEO$0 Same NTEE code T20, revenue within 2x, same state
FRANCES W BURTON FOUNDATIONUTT20 $1,500,175$466,706 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
DANCING LLAMA FOUNDATIONUTT20 $1,420,958$238,100 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
JASON AND HEIDI MURRAY FOUNDATIONUTT20 $1,500,000$0 Trustee$0 Same NTEE code T20, revenue within 2x, same state
TAYLOR WILSON THOMPSON FAMILY FOUNDATIONNYT20 $1,215,262$142,141 PRESIDENT & TREASURER$0 Same NTEE code T20, revenue within 2x
SOOCH FOUNDATIONTXT20 $1,384,071$1,150,304 PRESIDENT & TREASURER$0 Same NTEE code T20, revenue within 2x
THE HANLEY FOUNDATIONDCT20 $1,408,230$880,433 PRESIDENT$0 Same NTEE code T20, revenue within 2x
BEAN SPACE FOUNDATIONNVT20 $1,421,869$1,042,897 PRESIDENT, TREASURER & DIRECTOR$0 Same NTEE code T20, revenue within 2x
PHILIP STEPHENSON FOUNDATIONVAT20 $1,317,409$784,182 EXECUTIVE DIRECTOR$114,660 Same NTEE code T20, revenue within 2x
TWENTY-SEVEN FOUNDATIONCTT20 $1,229,812$3,096,978 Trustee$0 Same NTEE code T20, revenue within 2x
TILLERSON FOUNDATIONNYT20 $1,517,752$1,223,045 President/Treasurer/Director$0 Same NTEE code T20, revenue within 2x
STEPHENSON POPE BABCOCK FOUNDATIONNCT20 $1,442,064$184,560 VICE PRESIDENT$0 Same NTEE code T20, revenue within 2x
BETHLEHEM FOUNDATIONCAT20 $1,496,747$1,042,330 PRESIDENT$4,500 Same NTEE code T20, revenue within 2x
GEOFFREY BEENE FOUNDATIONNYT20 $1,269,318$1,672,108 COO$137,380 Same NTEE code T20, revenue within 2x
BERGIN FOUNDATION INCFLT20 $1,446,882$505,917 DIRECTOR$0 Same NTEE code T20, revenue within 2x
SAFTY5 FOUNDATIONMAT20 $1,380,300$171,206 TRUSTEE$0 Same NTEE code T20, revenue within 2x
TRIMIX FOUNDATIONRIT20 $1,320,452$1,481,569 DIRECTOR/VICE PRESIDENT$0 Same NTEE code T20, revenue within 2x
REVEAS FOUNDATIONFLT20 $1,405,087$1,488,160 President/Treas$0 Same NTEE code T20, revenue within 2x
BROOKS FOUNDATIONWAT20 $1,412,430$947,267 PRESIDENT / TREASURER$0 Same NTEE code T20, revenue within 2x
EOS FOUNDATION TRTXT20 $1,233,732$1,078,908 TRUSTEE$0 Same NTEE code T20, revenue within 2x
FRIEDA BERLINSKI FOUNDATIONCAT20 $1,368,031$618,541 Secretary$81,250 Same NTEE code T20, revenue within 2x
LUCKY SEVEN FOUNDATIONDET20 $1,261,687$2,206,859 Dir, Sec$0 Same NTEE code T20, revenue within 2x
LM FOUNDATIONNYT20 $1,489,597$1,188,011 TRUSTEE$0 Same NTEE code T20, revenue within 2x

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
THE IRVING HARRIS FOUNDATION Private foundation$1,000,0001 12024–2024 MAKO FOUNDATION
MAC FIVE FOUNDATION INC Private foundation$275,0651 12025–2025 STARPATCH FOUNDATION
GATES FOUNDATION Private foundation$220,0002 12019–2020 CAMPION FOUNDATION
FRANCIS P TORINO FOUNDATION Private foundation$75,0001 12014–2014 BRETT TORINO FOUNDATION
DAVIS CHARITABLE TRUST Private foundation$61,3657 12019–2025 SHIVERS CANCER FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$60,0002 12015–2024 THE SABIN CHILDRENS FOUNDATION
BRETTLER FAMILY FOUNDATION Private foundation$50,0001 12016–2016 CAMPION FOUNDATION
J PAUL GETTY TRUST Private foundation$36,5255 12020–2024 THE MIKE KELLEY FOUNDATION FOR THE ARTS
ADVISORS CHARITABLE GIFT FUND INC DAF sponsor$21,1611 12024–2024 FULCRUM FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$15,2502 12020–2024 CASA FOUNDATION
TITUS FOUNDATION Private foundation$10,0002 12023–2024 ANTERO FOUNDATION
THE COVIA FOUNDATION Private foundation$10,0001 12024–2024 ANTERO FOUNDATION
ORANGE COUNTY COMMUNITY FOUNDATION DAF sponsor$10,0001 12013–2013 THE SABIN CHILDRENS FOUNDATION
THE MEIER AND LINNARTZ FAMILY FOUNDATION Private foundation$10,0001 12021–2021 CASA FOUNDATION
BANK OF AMERICA CHARITABLE FOUNDATION INC Private foundation$5,0001 12017–2017 THE SABIN CHILDRENS 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 · $1,488,813 spent · pay $0 · grants $1,317,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,317,000 88.5%
Fees: other professional $123,951 8.3%
Fees: accounting $30,410 2.0%
Taxes $16,722 1.1%
Fees: legal $721 0.0%
Other expenses $9 0.0%
Total$1,488,813100%

View the filing

2023 · Form 990PF · $1,560,209 spent · pay $0 · grants $1,420,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,420,000 91.0%
Fees: other professional $102,871 6.6%
Fees: accounting $28,147 1.8%
Taxes $6,455 0.4%
Fees: legal $2,638 0.2%
Other expenses $98 0.0%
Total$1,560,209100%

View the filing

2022 · Form 990PF · $1,753,724 spent · pay $0 · grants $1,559,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,559,500 88.9%
Fees: other professional $124,207 7.1%
Taxes $35,195 2.0%
Fees: accounting $22,507 1.3%
Other expenses $9,977 0.6%
Fees: legal $2,338 0.1%
Total$1,753,724100%

View the filing

2021 · Form 990PF · $1,835,635 spent · pay $0 · grants $1,613,295 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,613,295 87.9%
Fees: other professional $151,964 8.3%
Taxes $40,469 2.2%
Fees: accounting $28,279 1.5%
Fees: legal $924 0.1%
Other expenses $704 0.0%
Total$1,835,635100%

View the filing

2020 · Form 990PF · $1,465,246 spent · pay $0 · grants $1,282,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,282,000 87.5%
Fees: other professional $119,458 8.2%
Taxes $33,344 2.3%
Fees: accounting $22,379 1.5%
Other expenses $4,216 0.3%
Fees: legal $3,849 0.3%
Total$1,465,246100%

View the filing

2019 · Form 990PF · $1,348,223 spent · pay $0 · grants $1,178,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,178,000 87.4%
Fees: other professional $111,120 8.2%
Taxes $39,388 2.9%
Fees: accounting $18,891 1.4%
Fees: legal $824 0.1%
Total$1,348,223100%

View the filing

2018 · Form 990PF · $1,365,494 spent · pay $0 · grants $1,214,812 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,214,812 89.0%
Fees: other professional $107,571 7.9%
Taxes $29,928 2.2%
Fees: accounting $11,690 0.9%
Other expenses $1,493 0.1%
Total$1,365,494100%

View the filing

2017 · Form 990PF · $821,323 spent · pay $0 · grants $685,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $685,000 83.4%
Fees: other professional $107,268 13.1%
Taxes $14,059 1.7%
Fees: accounting $10,848 1.3%
Fees: legal $2,600 0.3%
Other expenses $1,548 0.2%
Total$821,323100%

View the filing

2016 · Form 990PF · $213,798 spent · pay $0 · grants $40,000 · events $0
LineAs describedTotalShare
Fees: other professional $136,020 63.6%
Contributions, gifts, grants paid $40,000 18.7%
Taxes $22,919 10.7%
Fees: accounting $13,378 6.3%
Other expenses $1,481 0.7%
Total$213,798100%

View the filing

2014 · Form 990PF · $572,398 spent · pay $0 · grants $557,257 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $557,257 97.4%
Fees: legal $10,874 1.9%
Fees: other professional $4,062 0.7%
Other expenses $205 0.0%
Total$572,398100%

View the filing

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