JOSEPH AND KATHLEEN SORENSON LEGACY FOUNDATION

Cite this

Plain text JOSEPH AND KATHLEEN SORENSON LEGACY FOUNDATION. furp.org, nonprofit organization profile, tax years 2018–2024. https://furp.org/org/joseph-and-kathleen-sorenson-legacy-foundation-832297329. Retrieved 2026-11-02.

APA furp.org. (n.d.). JOSEPH AND KATHLEEN SORENSON LEGACY FOUNDATION [Nonprofit organization profile; tax years 2018–2024]. Retrieved November 2, 2026, from https://furp.org/org/joseph-and-kathleen-sorenson-legacy-foundation-832297329

MLA “JOSEPH AND KATHLEEN SORENSON LEGACY FOUNDATION.” furp.org, tax years 2018–2024, https://furp.org/org/joseph-and-kathleen-sorenson-legacy-foundation-832297329. Accessed 2 Nov. 2026.

Retrieved 2026-11-02; covers tax years 2018–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $5.5M · expenses $5.0M · assets $101.2M

EIN
83-2297329
Address
14658 S BANGERTER PKWY STE 420, DRAPER, UT 84020-5027
NTEE code
T20
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
December 2018 (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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Alan Robinson TREASURER2018-2024 $0$268,233 1
Joseph Sorenson PRESIDENT/DIRECTOR2018-2024 $28,000$144,000 2
Kathleen Sorenson VICE PRESIDENT/DIRECTOR2018-2024 $28,000$126,000 2

People by year

2024 · 3 people listed · 2 paid, $56K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH SORENSON PRESIDENT/DIRECTOR5 $28,000-$0 $28,0002
KATHLEEN SORENSON VICE PRESIDENT/DIRECTOR4 $28,000-$0 $28,0002
ALAN ROBINSON TREASURER4 $0-$0 $01
2023 · 3 people listed · 3 paid, $157K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALAN ROBINSON TREASURER4 $100,664-$0 $100,6641
JOSEPH SORENSON PRESIDENT/DIRECTOR5 $28,000-$0 $28,0002
KATHLEEN SORENSON VICE PRESIDENT/DIRECTOR4 $28,000-$0 $28,0002
2022 · 3 people listed · 3 paid, $150K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALAN ROBINSON TREASURER4 $94,209-$0 $94,2091
JOSEPH SORENSON PRESIDENT/DIRECTOR5 $28,000-$0 $28,0002
KATHLEEN SORENSON VICE PRESIDENT/DIRECTOR4 $28,000-$0 $28,0002
2021 · 3 people listed · 2 paid, $52K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH SORENSON PRESIDENT/DIRECTOR5 $26,000-$0 $26,0002
KATHLEEN SORENSON VICE PRESIDENT/DIRECTOR4 $26,000-$0 $26,0002
ALAN ROBINSON TREASURER4 $0-$0 $01
2020 · 3 people listed · 2 paid, $16K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH SORENSON PRESIDENT/DIRECTOR5 $8,000-$0 $8,0002
KATHLEEN SORENSON VICE PRESIDENT/DIRECTOR4 $8,000-$0 $8,0002
ALAN ROBINSON TREASURER4 $0-$0 $01
2019 · 3 people listed · 3 paid, $107K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ALAN ROBINSON CHEIF FINANCIAL OFFICER20 $73,360-$0 $73,3601
JOSEPH SORENSON PRESIDENT1 $26,000-$0 $26,0002
KATHLEEN SORENSON VICE PRESIDENT1 $8,000-$0 $8,0002
2018 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH SORENSON PRESIDENT0 $0-$0 $02
KATHLEEN SORENSON VICE PRESIDENT0 $0-$0 $02
ALAN ROBINSON CHEIF FINANCIAL OFFICER0 $0-$0 $01

Highest-paid independent contractors

2024 · 3 contractors · $731K
NameLocationServicePaid
BNY MELLONNEW YORK CITY, NYINVESTMENT FEES$422,019
SORENSON ENTERPRISESSALT LAKE CITY, UTPROFESSIONAL FEES$220,153
R BLISS INCOAKLEY, UTFACILITY MANAGEMENT FOR CAMP OAKLEY$89,127
2023 · 3 contractors · $648K
NameLocationServicePaid
BNY MELLONNEW YORK CITY, NYINVESTMENT FEES$390,375
SORENSON ENTERPRISESSALT LAKE CITY, UTPROFESSIONAL FEES$181,005
R BLISS INCOAKLEY, UTFACILITY MANAGEMENT FOR CAMP OAKLEY$76,313
2022 · 3 contractors · $615K
NameLocationServicePaid
BNY MELLONNEW YORK CITY, NYINVESTMENT FEES$394,019
SORENSON ENTERPRISESSALT LAKE CITY, UTPROFESSIONAL FEES$151,050
R BLISS INCOAKLEY, UTFACILITY MANAGEMENT FOR CAMP OAKLEY$69,990
2021 · 4 contractors · $744K
NameLocationServicePaid
BNY MELLONNEW YORK CITY, NYINVESTMENT FEES$431,795
SORENSON ENTERPRISESSALT LAKE CITY, UTPROFESSIONAL FEES$152,367
ALAN ROBINSONLOGAN, UTCHIEF FINANCIAL OFFICER$86,580
R BLISS INCOAKLEY, UTFACILITY MANAGEMENT FOR CAMP OAKLEY$73,540
2020 · 4 contractors · $711K
NameLocationServicePaid
BNY MELLONNEW YORK CITY, NYINVESTMENT FEES$452,846
SORENSON ENTERPRISESSALT LAKE CITY, UTPROFESSIONAL FEES$102,089
ALAN ROBINSONLOGAN, UTCHIEF FINANCIAL OFFICER$85,920
R BLISS INCOAKLEY, UTFACILITY MANAGEMENT FOR CAMP OAKLEY$69,790
2019 · 1 contractor · $58K
NameLocationServicePaid
R BLISSOAKLEY, UTFACILITY MANAGEMENT FOR CAMP OAKLEY$58,324

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 · 63 grants to organizations · $3.7M
2023 · 53 grants to organizations · $3.1M
2022 · 50 grants to organizations · $2.5M

Listed grants add up to $2,497,421; the return's “grants paid” expense line says $2,463,817. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 65 grants to organizations · $4.4M
2020 · 50 grants to organizations · $4.2M
2019 · 32 grants to organizations · $2.2M

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.

2019 · 1 contributor · $2.1M
#ContributorTypeCity, stateTotalNoncashSource
1 SORENSON LEGACY FOUNDATION Fuzzy 1.00 Organization or other SALT LAKE CITY, UT $2,125,000- Form 990PF Sch. B, 2019 · 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 ↗
$5,461,459$4,998,749 $101,248,017$101,099,453 -- $56,000--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$1,537,469$4,346,459 $95,501,176$95,464,268 -- $56,000--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$2,897,433$3,598,125 $89,692,011$89,602,156 -- $56,000--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$6,867,555$5,626,192 $102,329,524$102,236,663 -- $52,000--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$3,473,178$5,297,211 $98,337,635$98,185,510 -- $16,000--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$5,076,803$3,016,456 $82,649,813$82,473,421 $2,125,000- $107,360--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$0$0 $0$0 -- $0--

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

1 grantor reported grants to this organization, $2,913,006 in all, tax years 2019 to 2021. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
SORENSON LEGACY FOUNDATION Private foundation Fuzzy filed as “JOSEPH AND KATHLEEN SORENSON LEGACY FOUNDATION” 2019, 2021 2$2,913,006 2021$788,006
show

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
JERRY AND KATHLEEN GRUNDHOFER FOUNDATIONUTT20 $6,113,411$1,780,750 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
BRENT AND ANN WILSON FOUNDATIONUTT20 $4,662,621$1,380,053 CO-CHAIR$0 Same NTEE code T20, revenue within 2x, same state
WCF FOUNDATIONUTT20 $4,672,105$1,462,640 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
CROCKER CATALYST FOUNDATIONUTT20 $6,127,986$3,403,028 DIRECTOR$30,000 Same NTEE code T20, revenue within 2x, same state
FLOYD A AND KATHLEEN C CAILLOUX FOUNDATIONTXT20 $5,686,399$5,506,094 CHAIRMAN$293,584 Same NTEE code T20, revenue within 2x
EVA L AND JOSEPH M BRUENING FOUNDATIONOHT20 $6,543,532$3,670,125 TRUSTEE$368,823 Same NTEE code T20, revenue within 2x
LEGACY OF LIFE FOUNDATIONPAT20 $4,523,150$2,914,119 EXECUTIVE DIRECTOR$149,955 Same NTEE code T20, revenue within 2x
THE@JOSEPHINE AND EVELYN S SMITH FOUNDATIONPAT20 $5,145,224$1,061,416 CO-TRUSTEE$113,287 Same NTEE code T20, revenue within 2x
JOHN AND GWEN SMART FOUNDATIONILT20 $7,027,510$4,612,439 SECRETARY AND DIRECTOR$0 Same NTEE code T20, revenue within 2x
KRAUSE FAMILY LEGACY FOUNDATIONIAT20 $7,478,852$600 PRESIDENT$0 Same NTEE code T20, revenue within 2x
KATH FOUNDATIONTXT20 $6,399,173$4,086,183 PRESIDENT$0 Same NTEE code T20, revenue within 2x
LOUIS J AND JUNE E KAY FOUNDATIONCTT20 $7,635,809$1,184,330 TREASURER AND SECRETARY$150,000 Same NTEE code T20, revenue within 2x
THE JUDITH E AND JOSEPH C COOK JR FOUNDATION INCTNT20 $7,080,599$2,552,825 PRESIDENT$167,979 Same NTEE code T20, revenue within 2x
STACY AND KEITH PALAGYE FOUNDATIONOHT20 $5,205,845$6,217,394 TREASURER$0 Same NTEE code T20, revenue within 2x
HARVEY L & MAUD C SORENSEN FOUNDATIONCAT20 $5,258,446$2,558,630 TRUSTEE & CFO$0 Same NTEE code T20, revenue within 2x
THE ANNA AND JOHN J SIE FOUNDATIONCOT20 $5,149,862$4,224,180 ED$160,277 Same NTEE code T20, revenue within 2x
JOSEPH AND MARGUERITE DISEPIO CHARITABLE FOUNDATIONNJT20 $6,121,471$325,240 TRUSTEE$0 Same NTEE code T20, revenue within 2x
LEGATO FOUNDATION TRCOT20 $5,239,492$418,227 Trustee$0 Same NTEE code T20, revenue within 2x
LEO AND YUKI GRAHAM FOUNDATIONFLT20 $4,860,137$990,437 PRESIDENT & DIRECTOR$0 Same NTEE code T20, revenue within 2x
KAIA AND JONATHAN GOLDSTEIN FAMILY FOUNDATIONDET20 $4,509,746$1,017,508 Dir, Pres, Treas$0 Same NTEE code T20, revenue within 2x
MR AND MRS JAMES A STROUD FOUNDATIONTXT20 $5,544,392$4,186,747 MARKETING DIRECTOR$85,250 Same NTEE code T20, revenue within 2x
W T AND LOUISE J MORAN FOUNDATIONTXT20 $5,679,641$4,650,337 CHAIRMAN/TRUSTEE/EXECUTIVE COMMITTEE$100,000 Same NTEE code T20, revenue within 2x
LOCHLAND FOUNDATIONWAT20 $6,073,274$1,034,677 PRESIDENT/TREASURER$0 Same NTEE code T20, revenue within 2x
THE SONO AND VICTOR ELMALEH FOUNDATIONNYT20 $6,736,098$185,542 PRESIDENT$0 Same NTEE code T20, revenue within 2x
MICHAEL AND ANDREA LEVEN FAMILY FOUNDATIONDET20 $4,257,958$4,262,156 VP, Dir$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 SMART FAMILY FOUNDATION INC Private foundation$52,370,8041 12016–2016 JOHN AND GWEN SMART FOUNDATION
SORENSON LEGACY FOUNDATION funds this one Private foundation$20,350,0005 12020–2024 CROCKER CATALYST FOUNDATION
RAYMOND JAMES CHARITABLE ENDOWMENT FUND DAF sponsor$2,101,0005 12017–2024 LEGACY OF LIFE FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,001,79813 22017–2024 LEGACY OF LIFE FOUNDATION; LUTHERAN FAMILY AND CHILDRENS SERVICES FOUNDATION INC
THE COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY INC DAF sponsor$642,6551 12015–2015 FLOYD A AND KATHLEEN C CAILLOUX FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$317,85010 22014–2024 LEGACY OF LIFE FOUNDATION; LUTHERAN FAMILY AND CHILDRENS SERVICES FOUNDATION INC
ROE FOUNDATION INC Private foundation$287,0002 12022–2024 ANDREW SABIN FAMILY FOUNDATION
FORGOOD INC DAF sponsor$228,7804 12016–2019 LUTHERAN FAMILY AND CHILDRENS SERVICES FOUNDATION INC
THE CATHOLIC FOUNDATION OF GREATER PHILADELPHIA DAF sponsor$178,1254 12019–2023 LEGACY OF LIFE FOUNDATION
EDWARD CHARLES FOUNDATION DAF sponsor$162,5002 12023–2024 GREG AND INDIA KEITH FOUNDATION
COMER FOUNDATION INC Private foundation$147,8791 12024–2024 COMER SCIENCE AND EDUCATION FOUNDATION
ST LOUIS COMMUNITY FOUNDATION INCORPORATED DAF sponsor$118,3849 12013–2024 LUTHERAN FAMILY AND CHILDRENS SERVICES FOUNDATION INC
UNITED WAY OF NEW YORK CITY DAF sponsor$70,0001 12012–2012 THE STATEN ISLAND FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$55,0003 12021–2023 LEGACY OF LIFE FOUNDATION
METZGER FAM FOUNDATION TR AGREEMENT CREATING Private foundation$55,0004 12022–2025 LEGACY OF LIFE 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 · $4,998,749 spent · pay $56,000 · grants $3,736,000 · events $259
LineAs describedTotalShare
Contributions, gifts, grants paid $3,736,000 74.7%
Fees: other professional $690,926 13.8%
Other expenses $254,010 5.1%
Depreciation and depletion $185,540 3.7%
Taxes $76,014 1.5%
Pay: officers, directors, trustees $56,000 1.1%
Travel, conferences and meetings $259 0.0%
Total$4,998,749100%

View the filing

2023 · Form 990PF · $4,346,459 spent · pay $56,000 · grants $3,108,000 · events $11,453
LineAs describedTotalShare
Contributions, gifts, grants paid $3,108,000 71.5%
Fees: other professional $705,061 16.2%
Other expenses $260,923 6.0%
Depreciation and depletion $180,432 4.2%
Pay: officers, directors, trustees $56,000 1.3%
Taxes $24,590 0.6%
Travel, conferences and meetings $11,453 0.3%
Total$4,346,459100%

View the filing

2022 · Form 990PF · $3,598,125 spent · pay $56,000 · grants $2,463,817 · events $453
LineAs describedTotalShare
Contributions, gifts, grants paid $2,463,817 68.5%
Fees: other professional $661,657 18.4%
Other expenses $191,685 5.3%
Depreciation and depletion $186,621 5.2%
Pay: officers, directors, trustees $56,000 1.6%
Taxes $37,892 1.1%
Travel, conferences and meetings $453 0.0%
Total$3,598,125100%

View the filing

2021 · Form 990PF · $5,626,192 spent · pay $52,000 · grants $4,392,847 · events $710
LineAs describedTotalShare
Contributions, gifts, grants paid $4,392,847 78.1%
Fees: other professional $710,949 12.6%
Depreciation and depletion $190,242 3.4%
Other expenses $183,872 3.3%
Taxes $95,572 1.7%
Pay: officers, directors, trustees $52,000 0.9%
Travel, conferences and meetings $710 0.0%
Total$5,626,192100%

View the filing

2020 · Form 990PF · $5,297,211 spent · pay $16,000 · grants $4,216,945 · events $931
LineAs describedTotalShare
Contributions, gifts, grants paid $4,216,945 79.6%
Fees: other professional $729,674 13.8%
Depreciation and depletion $157,192 3.0%
Other expenses $131,683 2.5%
Taxes $44,786 0.8%
Pay: officers, directors, trustees $16,000 0.3%
Travel, conferences and meetings $931 0.0%
Total$5,297,211100%

View the filing

2019 · Form 990PF · $3,016,456 spent · pay $212,239 · grants $2,156,325 · events $4,816
LineAs describedTotalShare
Contributions, gifts, grants paid $2,156,325 71.5%
Other expenses $401,814 13.3%
Depreciation and depletion $111,568 3.7%
Pay: officers, directors, trustees $107,360 3.6%
Other salaries and wages $83,581 2.8%
Taxes $64,038 2.1%
Fees: legal $44,145 1.5%
Pension plans and employee benefits $21,298 0.7%
Fees: other professional $21,261 0.7%
Travel, conferences and meetings $4,816 0.2%
Fees: accounting $250 0.0%
Total$3,016,456100%

View the filing

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