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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Alan Robinson | TREASURER | 2018-2024 | $0 | $268,233 | 1 |
| Joseph Sorenson | PRESIDENT/DIRECTOR | 2018-2024 | $28,000 | $144,000 | 2 |
| Kathleen Sorenson | VICE PRESIDENT/DIRECTOR | 2018-2024 | $28,000 | $126,000 | 2 |
People by year
2024 · 3 people listed · 2 paid, $56K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOSEPH SORENSON | PRESIDENT/DIRECTOR | 5 | $28,000 | - | $0 | $28,000 | 2 |
| KATHLEEN SORENSON | VICE PRESIDENT/DIRECTOR | 4 | $28,000 | - | $0 | $28,000 | 2 |
| ALAN ROBINSON | TREASURER | 4 | $0 | - | $0 | $0 | 1 |
2023 · 3 people listed · 3 paid, $157K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ALAN ROBINSON | TREASURER | 4 | $100,664 | - | $0 | $100,664 | 1 |
| JOSEPH SORENSON | PRESIDENT/DIRECTOR | 5 | $28,000 | - | $0 | $28,000 | 2 |
| KATHLEEN SORENSON | VICE PRESIDENT/DIRECTOR | 4 | $28,000 | - | $0 | $28,000 | 2 |
2022 · 3 people listed · 3 paid, $150K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ALAN ROBINSON | TREASURER | 4 | $94,209 | - | $0 | $94,209 | 1 |
| JOSEPH SORENSON | PRESIDENT/DIRECTOR | 5 | $28,000 | - | $0 | $28,000 | 2 |
| KATHLEEN SORENSON | VICE PRESIDENT/DIRECTOR | 4 | $28,000 | - | $0 | $28,000 | 2 |
2021 · 3 people listed · 2 paid, $52K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOSEPH SORENSON | PRESIDENT/DIRECTOR | 5 | $26,000 | - | $0 | $26,000 | 2 |
| KATHLEEN SORENSON | VICE PRESIDENT/DIRECTOR | 4 | $26,000 | - | $0 | $26,000 | 2 |
| ALAN ROBINSON | TREASURER | 4 | $0 | - | $0 | $0 | 1 |
2020 · 3 people listed · 2 paid, $16K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOSEPH SORENSON | PRESIDENT/DIRECTOR | 5 | $8,000 | - | $0 | $8,000 | 2 |
| KATHLEEN SORENSON | VICE PRESIDENT/DIRECTOR | 4 | $8,000 | - | $0 | $8,000 | 2 |
| ALAN ROBINSON | TREASURER | 4 | $0 | - | $0 | $0 | 1 |
2019 · 3 people listed · 3 paid, $107K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ALAN ROBINSON | CHEIF FINANCIAL OFFICER | 20 | $73,360 | - | $0 | $73,360 | 1 |
| JOSEPH SORENSON | PRESIDENT | 1 | $26,000 | - | $0 | $26,000 | 2 |
| KATHLEEN SORENSON | VICE PRESIDENT | 1 | $8,000 | - | $0 | $8,000 | 2 |
2018 · 3 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOSEPH SORENSON | PRESIDENT | 0 | $0 | - | $0 | $0 | 2 |
| KATHLEEN SORENSON | VICE PRESIDENT | 0 | $0 | - | $0 | $0 | 2 |
| ALAN ROBINSON | CHEIF FINANCIAL OFFICER | 0 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 3 contractors · $731K
| Name | Location | Service | Paid |
|---|---|---|---|
| BNY MELLON | NEW YORK CITY, NY | INVESTMENT FEES | $422,019 |
| SORENSON ENTERPRISES | SALT LAKE CITY, UT | PROFESSIONAL FEES | $220,153 |
| R BLISS INC | OAKLEY, UT | FACILITY MANAGEMENT FOR CAMP OAKLEY | $89,127 |
2023 · 3 contractors · $648K
| Name | Location | Service | Paid |
|---|---|---|---|
| BNY MELLON | NEW YORK CITY, NY | INVESTMENT FEES | $390,375 |
| SORENSON ENTERPRISES | SALT LAKE CITY, UT | PROFESSIONAL FEES | $181,005 |
| R BLISS INC | OAKLEY, UT | FACILITY MANAGEMENT FOR CAMP OAKLEY | $76,313 |
2022 · 3 contractors · $615K
| Name | Location | Service | Paid |
|---|---|---|---|
| BNY MELLON | NEW YORK CITY, NY | INVESTMENT FEES | $394,019 |
| SORENSON ENTERPRISES | SALT LAKE CITY, UT | PROFESSIONAL FEES | $151,050 |
| R BLISS INC | OAKLEY, UT | FACILITY MANAGEMENT FOR CAMP OAKLEY | $69,990 |
2021 · 4 contractors · $744K
| Name | Location | Service | Paid |
|---|---|---|---|
| BNY MELLON | NEW YORK CITY, NY | INVESTMENT FEES | $431,795 |
| SORENSON ENTERPRISES | SALT LAKE CITY, UT | PROFESSIONAL FEES | $152,367 |
| ALAN ROBINSON | LOGAN, UT | CHIEF FINANCIAL OFFICER | $86,580 |
| R BLISS INC | OAKLEY, UT | FACILITY MANAGEMENT FOR CAMP OAKLEY | $73,540 |
2020 · 4 contractors · $711K
| Name | Location | Service | Paid |
|---|---|---|---|
| BNY MELLON | NEW YORK CITY, NY | INVESTMENT FEES | $452,846 |
| SORENSON ENTERPRISES | SALT LAKE CITY, UT | PROFESSIONAL FEES | $102,089 |
| ALAN ROBINSON | LOGAN, UT | CHIEF FINANCIAL OFFICER | $85,920 |
| R BLISS INC | OAKLEY, UT | FACILITY MANAGEMENT FOR CAMP OAKLEY | $69,790 |
2019 · 1 contractor · $58K
| Name | Location | Service | Paid |
|---|---|---|---|
| R BLISS | OAKLEY, UT | FACILITY 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
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $5,461,459 | $4,998,749 | $101,248,017 | $101,099,453 | - | - | $56,000 | - | - |
| 2023 · Form 990PF | ||||||||
| $1,537,469 | $4,346,459 | $95,501,176 | $95,464,268 | - | - | $56,000 | - | - |
| 2022 · Form 990PF | ||||||||
| $2,897,433 | $3,598,125 | $89,692,011 | $89,602,156 | - | - | $56,000 | - | - |
| 2021 · Form 990PF | ||||||||
| $6,867,555 | $5,626,192 | $102,329,524 | $102,236,663 | - | - | $52,000 | - | - |
| 2020 · Form 990PF | ||||||||
| $3,473,178 | $5,297,211 | $98,337,635 | $98,185,510 | - | - | $16,000 | - | - |
| 2019 · Form 990PF | ||||||||
| $5,076,803 | $3,016,456 | $82,649,813 | $82,473,421 | $2,125,000 | - | $107,360 | - | - |
| 2018 · Form 990PF | ||||||||
| $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.
- JKS FOUNDATION Draper, UT · 2 people in common (Joseph Sorenson, Kathleen Sorenson)
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
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| 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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| JERRY AND KATHLEEN GRUNDHOFER FOUNDATION | UT | T20 | $6,113,411 | $1,780,750 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state, similar name |
| BRENT AND ANN WILSON FOUNDATION | UT | T20 | $4,662,621 | $1,380,053 | CO-CHAIR | $0 | Same NTEE code T20, revenue within 2x, same state |
| WCF FOUNDATION | UT | T20 | $4,672,105 | $1,462,640 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, same state |
| CROCKER CATALYST FOUNDATION | UT | T20 | $6,127,986 | $3,403,028 | DIRECTOR | $30,000 | Same NTEE code T20, revenue within 2x, same state |
| FLOYD A AND KATHLEEN C CAILLOUX FOUNDATION | TX | T20 | $5,686,399 | $5,506,094 | CHAIRMAN | $293,584 | Same NTEE code T20, revenue within 2x |
| EVA L AND JOSEPH M BRUENING FOUNDATION | OH | T20 | $6,543,532 | $3,670,125 | TRUSTEE | $368,823 | Same NTEE code T20, revenue within 2x |
| LEGACY OF LIFE FOUNDATION | PA | T20 | $4,523,150 | $2,914,119 | EXECUTIVE DIRECTOR | $149,955 | Same NTEE code T20, revenue within 2x |
| THE@JOSEPHINE AND EVELYN S SMITH FOUNDATION | PA | T20 | $5,145,224 | $1,061,416 | CO-TRUSTEE | $113,287 | Same NTEE code T20, revenue within 2x |
| JOHN AND GWEN SMART FOUNDATION | IL | T20 | $7,027,510 | $4,612,439 | SECRETARY AND DIRECTOR | $0 | Same NTEE code T20, revenue within 2x |
| KRAUSE FAMILY LEGACY FOUNDATION | IA | T20 | $7,478,852 | $600 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| KATH FOUNDATION | TX | T20 | $6,399,173 | $4,086,183 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| LOUIS J AND JUNE E KAY FOUNDATION | CT | T20 | $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 INC | TN | T20 | $7,080,599 | $2,552,825 | PRESIDENT | $167,979 | Same NTEE code T20, revenue within 2x |
| STACY AND KEITH PALAGYE FOUNDATION | OH | T20 | $5,205,845 | $6,217,394 | TREASURER | $0 | Same NTEE code T20, revenue within 2x |
| HARVEY L & MAUD C SORENSEN FOUNDATION | CA | T20 | $5,258,446 | $2,558,630 | TRUSTEE & CFO | $0 | Same NTEE code T20, revenue within 2x |
| THE ANNA AND JOHN J SIE FOUNDATION | CO | T20 | $5,149,862 | $4,224,180 | ED | $160,277 | Same NTEE code T20, revenue within 2x |
| JOSEPH AND MARGUERITE DISEPIO CHARITABLE FOUNDATION | NJ | T20 | $6,121,471 | $325,240 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| LEGATO FOUNDATION TR | CO | T20 | $5,239,492 | $418,227 | Trustee | $0 | Same NTEE code T20, revenue within 2x |
| LEO AND YUKI GRAHAM FOUNDATION | FL | T20 | $4,860,137 | $990,437 | PRESIDENT & DIRECTOR | $0 | Same NTEE code T20, revenue within 2x |
| KAIA AND JONATHAN GOLDSTEIN FAMILY FOUNDATION | DE | T20 | $4,509,746 | $1,017,508 | Dir, Pres, Treas | $0 | Same NTEE code T20, revenue within 2x |
| MR AND MRS JAMES A STROUD FOUNDATION | TX | T20 | $5,544,392 | $4,186,747 | MARKETING DIRECTOR | $85,250 | Same NTEE code T20, revenue within 2x |
| W T AND LOUISE J MORAN FOUNDATION | TX | T20 | $5,679,641 | $4,650,337 | CHAIRMAN/TRUSTEE/EXECUTIVE COMMITTEE | $100,000 | Same NTEE code T20, revenue within 2x |
| LOCHLAND FOUNDATION | WA | T20 | $6,073,274 | $1,034,677 | PRESIDENT/TREASURER | $0 | Same NTEE code T20, revenue within 2x |
| THE SONO AND VICTOR ELMALEH FOUNDATION | NY | T20 | $6,736,098 | $185,542 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| MICHAEL AND ANDREA LEVEN FAMILY FOUNDATION | DE | T20 | $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).
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
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $4,998,749 | 100% |
2023 · Form 990PF · $4,346,459 spent · pay $56,000 · grants $3,108,000 · events $11,453
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $4,346,459 | 100% |
2022 · Form 990PF · $3,598,125 spent · pay $56,000 · grants $2,463,817 · events $453
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $3,598,125 | 100% |
2021 · Form 990PF · $5,626,192 spent · pay $52,000 · grants $4,392,847 · events $710
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $5,626,192 | 100% |
2020 · Form 990PF · $5,297,211 spent · pay $16,000 · grants $4,216,945 · events $931
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $5,297,211 | 100% |
2019 · Form 990PF · $3,016,456 spent · pay $212,239 · grants $2,156,325 · events $4,816
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $3,016,456 | 100% |
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