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Utah · Private foundation

Joseph and Kathleen Sorenson Legacy Foun

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$3.7M
Granted FY2024(still arriving)
63
Grants FY2024
53
Organizations funded FY2023
26%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$20,000
Largest grant, FY2024
$500,000
Organizations funded a year
32 to 65
FY2019 to FY2023
States reached, FY2024
5
Total assets, FY2024
$101M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 26% of the organizations Joseph and Kathleen Sorenson Legacy Foun funded were first-time grantees, receiving 49% of its grant dollars.

New vs renewed · share of each year

In FY2023, 51% of grant dollars renewed an existing relationship; $1.5M went to new ones.

50%100%’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21’22’23
HealthHuman ServicesArts & CultureEducationRecreation & SportsReligionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving63$3.7M25%
FY202353$3.1M26%
FY202250$2.5M12%
FY202165$4.4M48%
FY202050$4.2M52%
FY201932$2.2Mn/a
97% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2019 to 2024.

Health$4.9MInternational$2.3MRecreation & Sports$2.1MReligion$2.0MEducation$1.8MArts & Culture$1.7MHuman Services$670kFood & Nutrition$587kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

ID
MA
OR
PA
NJ
UT
VA
DC
FL

Top grantees

Largest recipients by total granted, FY2019 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
The Dr Dale B Hull Foundation for Neurological Rehabilitation Inc$1,624,234519%
Intermountain Healthcare Foundation Inc$1,500,00021%
Thrive-Gulu Inc$1,355,000580%
Zahara Charity$1,135,0003100%
The Church of Jesus Christ of Latter-Day Saints$1,000,0002n/a
Kostopulos Dream Foundation$871,325623%
National Ability Center$740,00062%
Mentors International$715,00055%
Thanksgiving Point Institute Inc$650,00042%
Ensign College$600,0003n/a
Show all 93 grantees
All grantees of Joseph and Kathleen Sorenson Legacy Foun by total granted
GranteeTotal grantedYearsShare of their budget
The Dr Dale B Hull Foundation for Neurological Rehabilitation Inc$1,624,234519%
Intermountain Healthcare Foundation Inc$1,500,00021%
Thrive-Gulu Inc$1,355,000580%
Zahara Charity$1,135,0003100%
The Church of Jesus Christ of Latter-Day Saints$1,000,0002n/a
Kostopulos Dream Foundation$871,325623%
National Ability Center$740,00062%
Mentors International$715,00055%
Thanksgiving Point Institute Inc$650,00042%
Ensign College$600,0003n/a
Hole in the Rock Foundation$539,500657%
Rise and Rebuild Foundation$441,80056%
The Living Planet Inc$429,66661%
Lifting Generations Inc$300,000210%
Special Hoop Camp Incorporated$275,000292%
Timpanogos Legal Center$240,000611%
Wasatch County Arts Council$220,000273%
Boys & Girls Club of Greater Salt Lake$215,00062%
Skyline Research Institute$200,0004n/a
The Interpreter Foundation$175,00059%
Sutherland Institute$170,000413%
Golden Spike Foundation$150,000110%
Witherspoon Institute Inc$150,00042%
Seager Memorial Clinic$125,00017%
Neighborhood House Association$110,00041%
Wasatch Community Gardens$110,00052%
Murray Rotary Club Foundation$100,0001n/a
Tennis For Life$100,000171%
Utah Symphony & Opera$90,00040%
Interfaith Center of Greater Philadelphia$80,00034%
The Christmas Box International$75,00042%
Kids on the Move Inc$65,00030%
Salt Lake City Mission$65,0005n/a
The Choral Arts Society of Utah$65,000511%
The Becket Fund$55,00020%
Ballet West$50,00010%
Diabetes Research Institute Foundation Inc$50,00020%
Murray Education Foundation$50,000124%
Shelter the Homeless Inc$50,00011%
Academy for Creating Enterprise$50,00012%
Friends of Liahona Inc$50,00029%
Friends of the Children - Utah$50,00042%
Special Olympics Utah Inc$40,00062%
American Heart Association Inc$35,00020%
Children and Youth Services Inc$35,00011%
Sojo Choral Arts$32,0004n/a
Ronald McDonald House Charities of the Intermountain Area Inc$30,00020%
John Adams College$30,000212%
Ron McBride Foundation Inc$25,00051%
Uintah Basin Technical College Foundation Inc$25,0001n/a
Liahona Foundation$25,0001n/a
Making Strides Inc$25,0001n/a
Brent & Cheri Andrus Charitable Trust$25,00016%
Odyssey Dance Theatre$25,00013%
Suazo Business Center$20,00021%
Sanpete Pantry$20,00041%
Kimball Art Center$20,00041%
Utah Cultural Alliance Foundation$20,00012%
University of Utah$20,0001n/a
Park City Tots Inc$20,00020%
Fight Against Domestic Violence$20,00011%
The Sharing Place$20,00021%
The Salt Lake City Police Foundation$20,00046%
Friends of the Moab Folk Festival$15,00031%
The Sandy Club$15,00031%
Stand4kind$15,00022%
Moab Valley Multicultural Center$12,50021%
Mountain Mediation Center Inc$12,500213%
Girls Hope Rescue Mission$10,00014%
Scottish Rite Foundation of Utah$10,00014%
Best Seat in the House$10,00043%
Create Reel Change$10,0002n/a
Snowbasin Adaptive Sports Education Foundation$10,00021%
Mid Rogue Foundation$10,00013%
The Rachel Covey Foundation$10,00010%
Art Access$10,00013%
EATS Park City$10,00023%
Junction Dance Co$10,00022%
Timpanogos Arts Foundation$10,0002n/a
Camp Magical Moments Cancer Camp for Kids Inc$7,00023%
Opportunity Foundation of America$7,00016%
Summit County Clubhouse$5,00011%
Fight the New Drug Inc$5,00011%
Flourish Ventures$5,00011%
Fathers And Families Coalition$5,00012%
The Leonardo$5,00010%
Sego Lily Center for the Abused Deaf$5,00011%
American Diabetes Association$5,00010%
Reach 10$5,0001n/a
Hutchings Museum$5,00011%
Young Mens Christian Association Of Northern Utah$5,00010%
House of Hope$5,00010%
Utah Pet Partners$3,00013%

What it could do for these grantees

Plus 32 recipients with no EIN on record ($4.2M), not named here.

Where it is load-bearing

Joseph and Kathleen Sorenson Legacy Foun supplied at least a quarter of the budget for 6 of its grantees at some point. The chart plots its 80 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetThe Dr Dale B Hull Foundation for Neurological Rehabilitation Inc: $1,624,234 over 5y, 19% of budgetIntermountain Healthcare Foundation Inc: $1,500,000 over 2y, 1.5% of budgetThrive-Gulu Inc: $1,355,000 over 5y, 80% of budgetZahara Charity: $1,135,000 over 3y, 100% of budgetKostopulos Dream Foundation: $871,325 over 6y, 23% of budgetNational Ability Center: $740,000 over 6y, 1.6% of budgetMentors International: $715,000 over 5y, 4.7% of budgetThanksgiving Point Institute Inc: $650,000 over 4y, 2.4% of budgetHole in the Rock Foundation: $539,500 over 6y, 57% of budgetRise and Rebuild Foundation: $441,800 over 5y, 5.8% of budgetThe Living Planet Inc: $429,666 over 6y, 0.6% of budgetLifting Generations Inc: $300,000 over 2y, 10% of budgetSpecial Hoop Camp Incorporated: $275,000 over 2y, 92% of budgetTimpanogos Legal Center: $240,000 over 6y, 11% of budgetWasatch County Arts Council: $220,000 over 2y, 73% of budgetBoys & Girls Club of Greater Salt Lake: $215,000 over 6y, 1.7% of budgetThe Interpreter Foundation: $175,000 over 5y, 8.7% of budgetSutherland Institute: $170,000 over 4y, 13% of budgetGolden Spike Foundation: $150,000 over 1y, 9.6% of budgetWitherspoon Institute Inc: $150,000 over 4y, 2.4% of budgetSeager Memorial Clinic: $125,000 over 1y, 7.3% of budgetNeighborhood House Association: $110,000 over 4y, 0.6% of budgetWasatch Community Gardens: $110,000 over 5y, 1.7% of budgetTennis For Life: $100,000 over 1y, 71% of budgetUtah Symphony & Opera: $90,000 over 4y, 0.1% of budgetInterfaith Center of Greater Philadelphia: $80,000 over 3y, 4.0% of budgetThe Christmas Box International: $75,000 over 4y, 1.5% of budgetKids on the Move Inc: $65,000 over 3y, 0.3% of budgetThe Choral Arts Society of Utah: $65,000 over 5y, 11% of budgetThe Becket Fund: $55,000 over 2y, 0.2% of budgetBallet West: $50,000 over 1y, 0.2% of budgetDiabetes Research Institute Foundation Inc: $50,000 over 2y, 0.2% of budgetMurray Education Foundation: $50,000 over 1y, 24% of budgetShelter the Homeless Inc: $50,000 over 1y, 0.9% of budgetAcademy for Creating Enterprise: $50,000 over 1y, 2.2% of budgetFriends of Liahona Inc: $50,000 over 2y, 8.9% of budgetFriends of the Children - Utah: $50,000 over 4y, 1.6% of budgetSpecial Olympics Utah Inc: $40,000 over 6y, 1.6% of budgetAmerican Heart Association Inc: $35,000 over 2y, 0.0% of budgetChildren and Youth Services Inc: $35,000 over 1y, 0.5% of budgetRonald McDonald House Charities of the Intermountain Area Inc: $30,000 over 2y, 0.3% of budgetJohn Adams College: $30,000 over 2y, 12% of budgetRon McBride Foundation Inc: $25,000 over 5y, 1.2% of budgetBrent & Cheri Andrus Charitable Trust: $25,000 over 1y, 5.6% of budgetOdyssey Dance Theatre: $25,000 over 1y, 3.2% of budgetSuazo Business Center: $20,000 over 2y, 1.0% of budgetSanpete Pantry: $20,000 over 4y, 0.5% of budgetKimball Art Center: $20,000 over 4y, 0.5% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 80.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Sorenson Legacy FoundationUT127.5× affinity63 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Sorenson Legacy Foundation · George S and Dolores Dore Eccles Foundation · Larry H Miller and Gail Miller Family Foundation · Pacificorp Foundation Aka Pacific Power Foundation Aka Rocky Mountain Power Foundati · The Community Foundation of Utah · Joan and Tim Fenton Family Foundation · McCarthey Family Foundation · The Miner Foundation · Thom & Gail Williamsen Family Foundation · Ihc Health Services Inc · Dominion Energy Charitable Foundation · Lawrence & Janet Dee Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Joseph and Kathleen Sorenson Legacy Foun with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Joseph and Kathleen Sorenson Legacy Foun?

Find your warmest path to Joseph and Kathleen Sorenson Legacy Foun through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Joseph and Kathleen Sorenson Legacy Foun

How much does Joseph and Kathleen Sorenson Legacy Foun give?
Joseph and Kathleen Sorenson Legacy Foun reported 63 grants totaling $3,736,000 in its FY2024 IRS filing. It funded between 32 and 65 organizations a year over FY2019 to FY2023.
What does Joseph and Kathleen Sorenson Legacy Foun fund?
By grant dollars over FY2019 to FY2024, its largest causes are Health (25%), International (11%), Recreation & Sports (11%).
Who are Joseph and Kathleen Sorenson Legacy Foun's largest grantees?
By total granted over FY2019 to FY2024: The Dr Dale B Hull Foundation for Neurological Rehabilitation Inc ($1.6M), Intermountain Healthcare Foundation Inc ($1.5M), Thrive-Gulu Inc ($1.4M).
Does Joseph and Kathleen Sorenson Legacy Foun fund new organizations?
In FY2023, 26% of the organizations it funded were first-time grantees.
Does Joseph and Kathleen Sorenson Legacy Foun accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Joseph and Kathleen Sorenson Legacy Foun?
Its strongest co-funders, measured against what their size predicts, include Sorenson Legacy Foundation, George S and Dolores Dore Eccles Foundation, Larry H Miller and Gail Miller Family Foundation.
Where is Joseph and Kathleen Sorenson Legacy Foun based?
Joseph and Kathleen Sorenson Legacy Foun is based in UT.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 125 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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