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    Sorenson Legacy Foundation

    ActivePhilanthropy & Voluntarism
    MIDVALE, UTWebsite8014619700

    About Sorenson Legacy Foundation

    The Sorenson Legacy Foundation makes a very small number of large, unrestricted grants, primarily to intermediary grantmakers and a local private school in Utah. Most giving is directed to other foundations/trust vehicles (likely to fund downstream charitable activity) with a smaller but significant gift to a Utah K–12 institution. The explicit purposes are broad (“general charitable purposes”), indicating a preference for flexible, pass-through funding rather than project-specific support.

    Focus Areas

    Intermediary grantmaking foundations and donor-advised/trust vehicles in UtahUtah-based private K–12 education (e.g., Elizabeth Academy)Regional charitable endowments serving the Salt Lake/Utah community

    Who They Fund

    nonprofit organizations (unspecified)general public / local communities

    Giving Approach

    Highly concentrated giving: 3–6 very large grants totaling nearly all assets, repeated multi-grant relationships with a few intermediaries, favors unrestricted/general-purpose funding rather than many small or program-specific awards.

    Funding Style

    unrestricted/general operating support

    About Sorenson Legacy Foundation

    Sorenson Legacy Foundation’s recent grantmaking is marked by a pattern of large unrestricted awards to intermediary foundations and trust vehicles, alongside support for Utah schools and health-related institutions. The biggest recent grant on file is $5,675,000 to Crocker Catalyst Foundation for general charitable purposes, followed by a $5,000,000 award to Deseret Trust Company for the same broad purpose. Those gifts fit a larger approach that favors flexible funding rather than tightly scoped project support. Across the recent grant list, the foundation also backed Elizabeth Academy with multiple general-purpose awards, including a $2,105,176 grant in 2024 and a $1,030,000 grant in 2025. Intermountain Healthcare Foundation Inc. received repeated support as well, with grants of $1,810,000 in 2024, $1,800,000 in 2023, and $1,800,000 in 2025. The mix of recipients shows a funder that moves between pass-through charitable vehicles, private education, and health-related organizations, with most grants landing in Utah.

    What Sorenson Legacy Foundation Funds

    Education is one of the clearest threads in the foundation’s portfolio. Sorenson Legacy Foundation gave $1,500,000 to American Heritage Schools Inc in 2024 and $826,200 to U of U - College of Education in 2025, both for general charitable purposes. Health care is another visible area. The foundation awarded $800,000 to Cancer Research America in 2024 and $450,000 to Utah Food Bank in 2023, reflecting support that reaches both medical and community needs. The foundation also funds community infrastructure through intermediary vehicles. Community Foundation of Utah received $666,667 in 2025 for general charitable purposes, and Herbert Foundation received $500,000 in 2023. These grants fit the foundation’s pattern of flexible support through organizations positioned to distribute funds further.

    How Sorenson Legacy Foundation Gives

    The grant size profile is weighted toward mid-to-large awards: the 25th percentile is $10,000, the median is $20,000, and the 75th percentile is $50,000. The recent grant list, however, shows a separate layer of very large general-purpose gifts, including multiple seven-figure awards. Recipients often appear across multiple years, which suggests repeat relationships rather than one-off transactions. The foundation also has active grant programs that accept unsolicited applications, and one listed process uses SurveyMonkey Apply. Its structure combines general grantmaking with unrestricted and project grants.

    Financial Snapshot

    Annual Giving

    $33.2M

    Total Assets

    $465.5M

    Total Revenue

    $23.5M

    Total Expenses

    $36M

    Typical Grant Size

    Most grants fall between $10K and $50K, with a median of $20K.

    25th Percentile

    $10K

    Median

    $20K

    75th Percentile

    $50K

    Geographic Reach

    Local23 states funded

    About 89% of grants go to recipients in VA.

    Funding intensity
    Low
    High
    Headquarters

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    Privacy PolicyTerms of ServiceSystem Status
    EIN: 45-3240491
    3 filings on record
    See If You're a Fit — FreeFree account · instant fit score · similar funders
    broad-based/undesignated giving
    responsive/flexible funding
    multi-sector grantmaking

    Notable grantees: Crocker Catalyst Foundation, Deseret Trust Company, Elizabeth Academy

    Topics

    general charitable activitiescommunity welfare and servicescapacity support for nonprofit sector

    Where Sorenson Legacy Foundation Makes Grants

    Grantmaking is overwhelmingly Utah-centered: 89% of grants go to recipients in the HQ state. Salt Lake City appears frequently among recent grantees, including Crocker Catalyst Foundation, Deseret Trust Company, Elizabeth Academy, and Intermountain Healthcare Foundation Inc. Outside Utah, recent awards include Jdrf International in Hagerstown, Maryland; Cancer Research America in Rockville, Maryland; and Brigham Young University - Hawaii in Laie, Hawaii. The recipient-country distribution is entirely U.S.-based in the data provided.

    Frequently Asked Questions About Sorenson Legacy Foundation

    What kinds of organizations does Sorenson Legacy Foundation fund?

    The foundation supports nonprofit organizations, schools, and intermediary charitable vehicles. Recent grants include general-purpose awards to foundations and trust companies, plus support for a private school, a university college, and health-related organizations. Its stated program areas include education, community strengthening, health care, and innovation.

    Does Sorenson Legacy Foundation accept unsolicited applications?

    Yes. Multiple active grant programs list unsolicited applications as accepted, and one program notes that applications are submitted through SurveyMonkey Apply.

    What is the typical grant size?

    The grant-size distribution is centered at relatively modest levels: the 25th percentile is $10,000, the median is $20,000, and the 75th percentile is $50,000. The recent portfolio also includes much larger awards in the hundreds of thousands and millions.

    Is the foundation focused only on Utah?

    Utah is the main geographic focus, with 89% of grants going to recipients in the HQ state. The recent record also includes grants to organizations in Maryland and Hawaii, and the geographic scope in one active program allows support beyond Utah when mission-dependent.

    What are the main focus areas in the foundation’s grant programs?

    The active programs center on education, arts education, community development, health care, and innovation. Community grants also cover environmental protection, affordable housing, youth alternatives to crime and gangs, and support for disenfranchised populations.

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    CROCKER CATALYST FOUNDATIONSALT LAKE CITY, UT$5,675,0002025GENERAL CHARITABLE PURPOSES
    DESERET TRUST COMPANYSALT LAKE CITY, UT$5,000,0002025GENERAL CHARITABLE PURPOSES
    INTERMOUNTAIN HEALTHCARE FOUNDATION INCSALT LAKE CITY, UT$1,800,0002025GENERAL CHARITABLE PURPOSES
    U OF U - SCMI BUILDINGSALT LAKE CITY, UT$1,750,0002025GENERAL CHARITABLE PURPOSES
    JDRF INTERNATIONALHAGERSTOWN, MD$1,500,0002025GENERAL CHARITABLE PURPOSES
    THOM & GAIL WILLIAMSEN FAMILY FOUNDATIONSALT LAKE CITY, UT$1,161,0002025GENERAL CHARITABLE PURPOSES
    ELIZABETH ACADEMYSALT LAKE CITY, UT$1,030,0002025GENERAL CHARITABLE PURPOSES
    U OF U - COLLEGE OF EDUCATIONSALT LAKE CITY, UT$826,2002025GENERAL CHARITABLE PURPOSES
    AMERICAN HERITAGE SCHOOLS INCAMERICAN FORK, UT$775,0002025GENERAL CHARITABLE PURPOSES
    COMMUNITY FOUNDATION OF UTAHSALT LAKE CITY, UT$666,6672025GENERAL CHARITABLE PURPOSES
    UTAH FOOD BANKSALT LAKE CITY, UT$381,3332025GENERAL CHARITABLE PURPOSES
    U OF U - TANNER DANCESALT LAKE CITY, UT$260,0002025GENERAL CHARITABLE PURPOSES
    TEXAS PUBLIC POLICY FOUNDATIONAUSTIN, TX$210,0002025GENERAL CHARITABLE PURPOSES
    BILL OF RIGHTS INSTITUTEARLINGTON, VA$200,0002025GENERAL CHARITABLE PURPOSES
    THE ROAD HOMESALT LAKE CITY, UT$200,0002025GENERAL CHARITABLE PURPOSES
    DO NO HARMGLEN ALLEN, VA$150,0002025GENERAL CHARITABLE PURPOSES
    SUU - UTAH SHAKESPEARE FESTIVALCEDAR CITY, UT$150,0002025GENERAL CHARITABLE PURPOSES
    UTAH YOUTH VILLAGESALT LAKE CITY, UT$150,0002025GENERAL CHARITABLE PURPOSES
    CAPITAL RESEARCH CENTERWASHINGTON, DC$120,0002025GENERAL CHARITABLE PURPOSES
    AMERICAN NATIONAL RED CROSSSALT LAKE CITY, UT$110,0002025GENERAL CHARITABLE PURPOSES
    THE GOOD SAMARITAN FOUNDATIONMIDVALE, UT$110,0002025GENERAL CHARITABLE PURPOSES
    CONSERVATIVE PARTNERSHIP INSTITUTE INCWASHINGTON, DC$100,0002025GENERAL CHARITABLE PURPOSES
    UTAH SYMPHONY AND OPERASALT LAKE CITY, UT$100,0002025GENERAL CHARITABLE PURPOSES
    BOUNTIFUL CHILDRENS FOUNDATION (LIAHONA)SPRINGVILLE, UT$100,0002025GENERAL CHARITABLE PURPOSES
    THE INN BETWEENSALT LAKE CITY, UT$85,0002025GENERAL CHARITABLE PURPOSES
    SALT LAKE CITY MISSIONSALT LAKE CITY, UT$85,0002025GENERAL CHARITABLE PURPOSES
    FIT TO RECOVER INCSALT LAKE CITY, UT$80,0002025GENERAL CHARITABLE PURPOSES
    VOLUNTEERS OF AMERICASALT LAKE CITY, UT$75,0002025GENERAL CHARITABLE PURPOSES
    WASATCH HOMELESS HEALTH CARE INCSALT LAKE CITY, UT$70,0002025GENERAL CHARITABLE PURPOSES
    SAMARITAN'S PURSEBOONE, NC$70,0002025GENERAL CHARITABLE PURPOSES
    U OF U - MASTER OF BUSINESS CREATIONSALT LAKE CITY, UT$66,6672025GENERAL CHARITABLE PURPOSES
    ODYSSEY HOUSE INC UTAHSALT LAKE CITY, UT$60,0002025GENERAL CHARITABLE PURPOSES
    SOUTH VALLEY SANCTUARY INCWEST JORDAN, UT$60,0002025GENERAL CHARITABLE PURPOSES
    YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF UTSALT LAKE CITY, UT$60,0002025GENERAL CHARITABLE PURPOSES
    ASPEN MAGDALENE HOUSE INCSALT LAKE CITY, UT$55,0002025GENERAL CHARITABLE PURPOSES
    RACE SWAMISALT LAKE CITY, UT$55,0002025GENERAL CHARITABLE PURPOSES
    THE SALVATION ARMYSALT LAKE CITY, UT$55,0002025GENERAL CHARITABLE PURPOSES
    ASIAN ASSOCIATION OF UTAH (REFUGEE & IMM)SALT LAKE CITY, UT$55,0002025GENERAL CHARITABLE PURPOSES
    SOUTHERN UTAH UNIVERSITY - UTAH SHAKESPEARE FESTIVALCEDAR CITY, UT$50,0002025GENERAL CHARITABLE PURPOSES
    CHILDREN'S SERVICE SOCIETY OF UTAHSALT LAKE CITY, UT$50,0002025GENERAL CHARITABLE PURPOSES
    RONALD MCDONALD HOUSE CHARITIESSALT LAKE CITY, UT$50,0002025GENERAL CHARITABLE PURPOSES
    COMMUNITY ACTION SERVICES AND FOOD BANKPROVO, UT$50,0002025GENERAL CHARITABLE PURPOSES
    WILFORD WOODRUFF PAPERS FOUNDATIONCEDAR HILLS, UT$50,0002025GENERAL CHARITABLE PURPOSES
    MALIHEH FREE CLINICSOUTH SALT LAKE, UT$50,0002025GENERAL CHARITABLE PURPOSES
    OPERATION WARM INCCHADDS FORD, PA$50,0002025GENERAL CHARITABLE PURPOSES
    ST ANNE'S CENTEROGDEN, UT$50,0002025GENERAL CHARITABLE PURPOSES
    OTHER SIDE ACADEMYSALT LAKE CITY, UT$50,0002025GENERAL CHARITABLE PURPOSES
    UTAH STATE BOARD OF EDUCATIONSALT LAKE CITY, UT$50,0002025GENERAL CHARITABLE PURPOSES
    NATIONAL ALLIANCE ON MENTAL ILLNESS UTAHSOUTH SALT LAKE, UT$50,0002025GENERAL CHARITABLE PURPOSES
    SALT LAKE DONATED DENTAL SERVICESSALT LAKE CITY, UT$50,0002025GENERAL CHARITABLE PURPOSES

    CROCKER CATALYST FOUNDATION

    $5,675,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    DESERET TRUST COMPANY

    $5,000,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    INTERMOUNTAIN HEALTHCARE FOUNDATION INC

    $1,800,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    U OF U - SCMI BUILDING

    $1,750,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    JDRF INTERNATIONAL

    $1,500,000
    HAGERSTOWN, MD2025

    GENERAL CHARITABLE PURPOSES

    THOM & GAIL WILLIAMSEN FAMILY FOUNDATION

    $1,161,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    ELIZABETH ACADEMY

    $1,030,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    U OF U - COLLEGE OF EDUCATION

    $826,200
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    AMERICAN HERITAGE SCHOOLS INC

    $775,000
    AMERICAN FORK, UT2025

    GENERAL CHARITABLE PURPOSES

    COMMUNITY FOUNDATION OF UTAH

    $666,667
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    UTAH FOOD BANK

    $381,333
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    U OF U - TANNER DANCE

    $260,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    TEXAS PUBLIC POLICY FOUNDATION

    $210,000
    AUSTIN, TX2025

    GENERAL CHARITABLE PURPOSES

    BILL OF RIGHTS INSTITUTE

    $200,000
    ARLINGTON, VA2025

    GENERAL CHARITABLE PURPOSES

    THE ROAD HOME

    $200,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    DO NO HARM

    $150,000
    GLEN ALLEN, VA2025

    GENERAL CHARITABLE PURPOSES

    SUU - UTAH SHAKESPEARE FESTIVAL

    $150,000
    CEDAR CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    UTAH YOUTH VILLAGE

    $150,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    CAPITAL RESEARCH CENTER

    $120,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    AMERICAN NATIONAL RED CROSS

    $110,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    THE GOOD SAMARITAN FOUNDATION

    $110,000
    MIDVALE, UT2025

    GENERAL CHARITABLE PURPOSES

    CONSERVATIVE PARTNERSHIP INSTITUTE INC

    $100,000
    WASHINGTON, DC2025

    GENERAL CHARITABLE PURPOSES

    UTAH SYMPHONY AND OPERA

    $100,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    BOUNTIFUL CHILDRENS FOUNDATION (LIAHONA)

    $100,000
    SPRINGVILLE, UT2025

    GENERAL CHARITABLE PURPOSES

    THE INN BETWEEN

    $85,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    SALT LAKE CITY MISSION

    $85,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    FIT TO RECOVER INC

    $80,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    VOLUNTEERS OF AMERICA

    $75,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    WASATCH HOMELESS HEALTH CARE INC

    $70,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    SAMARITAN'S PURSE

    $70,000
    BOONE, NC2025

    GENERAL CHARITABLE PURPOSES

    U OF U - MASTER OF BUSINESS CREATION

    $66,667
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    ODYSSEY HOUSE INC UTAH

    $60,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    SOUTH VALLEY SANCTUARY INC

    $60,000
    WEST JORDAN, UT2025

    GENERAL CHARITABLE PURPOSES

    YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF UT

    $60,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    ASPEN MAGDALENE HOUSE INC

    $55,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    RACE SWAMI

    $55,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    THE SALVATION ARMY

    $55,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    ASIAN ASSOCIATION OF UTAH (REFUGEE & IMM)

    $55,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    SOUTHERN UTAH UNIVERSITY - UTAH SHAKESPEARE FESTIVAL

    $50,000
    CEDAR CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    CHILDREN'S SERVICE SOCIETY OF UTAH

    $50,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    RONALD MCDONALD HOUSE CHARITIES

    $50,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    COMMUNITY ACTION SERVICES AND FOOD BANK

    $50,000
    PROVO, UT2025

    GENERAL CHARITABLE PURPOSES

    WILFORD WOODRUFF PAPERS FOUNDATION

    $50,000
    CEDAR HILLS, UT2025

    GENERAL CHARITABLE PURPOSES

    MALIHEH FREE CLINIC

    $50,000
    SOUTH SALT LAKE, UT2025

    GENERAL CHARITABLE PURPOSES

    OPERATION WARM INC

    $50,000
    CHADDS FORD, PA2025

    GENERAL CHARITABLE PURPOSES

    ST ANNE'S CENTER

    $50,000
    OGDEN, UT2025

    GENERAL CHARITABLE PURPOSES

    OTHER SIDE ACADEMY

    $50,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    UTAH STATE BOARD OF EDUCATION

    $50,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES

    NATIONAL ALLIANCE ON MENTAL ILLNESS UTAH

    $50,000
    SOUTH SALT LAKE, UT2025

    GENERAL CHARITABLE PURPOSES

    SALT LAKE DONATED DENTAL SERVICES

    $50,000
    SALT LAKE CITY, UT2025

    GENERAL CHARITABLE PURPOSES