Sorenson Legacy Foundation

Private foundation · EIN 45-3240491 · since 2011sorensonlegacyfoundation.org·Utah·Updated 13 October 2026

At a glance

$28M
Annual giving, 2024 tax year
From the Form 990-PF filing
$7,500 to $90,000
Grant range
From grants in the 990-PF filings
$20,000
Typical grant (median)
266 grants in the latest filing
Open to applications
Fixed application deadlines · unsolicited applications welcome

Key takeaways

  • Sorenson Legacy Foundation funds education, innovation, health care and community development, with a stated priority for Utah while also supporting organisations everywhere, so check your work fits one of these themes before approaching it.
  • Base a request on the typical range of $7,500 to $90,000, bearing in mind the median grant was $20,000 and that about 8 in 10 of its 899 grants to organisations fall within that typical range; its one much larger grant, around $5,700,000, went to an organisation it funds every year that itself regrants to other organisations, so is not a model for a first approach.
  • First-time applicants should contact the foundation before submitting anything, and applications are reviewed against fixed quarterly deadlines of December 1, March 1, June 1 and September 1, so plan your approach around those dates.
  • With 84% of its grant dollars going to organisations it had already funded in the two previous filings, this looks like a relationship-led funder where repeat partners take the bulk of the money, so new applicants should expect it to be competitive and should not assume a first request will succeed.
  • The foundation sets no other eligibility limits in these facts, so beyond fitting its themes and its Utah priority, and making first contact as instructed, there is no stated reason a small charity should not apply.

Overview

Sorenson Legacy Foundation is a US private foundation based in Midvale, UT.

What they fund

Profile derived from the foundation's IRS Form 990-PF filings (TY2024, TY2023, TY2022) and its website, with every statement checked against those sources. Sources read on 7 October 2026.

Priority Areas

The foundation promotes charitable, artistic, religious, educational, literary and scientific endeavours, with a focus on Utah while also supporting organisations everywhere. Its stated fields include education, innovation, health care and community. In education, it supports arts education and aims to improve the breadth and depth of young students’ art education and experiences, including through elementary programmes and teachers who develop students’ talents. Its innovation grants support organisations pursuing technological advances and care for humanity, across sectors where innovative ideas and technologies can improve people’s lives. Its health-care grants seek to improve the standard of care and the quality of health-care facilities. It also supports community development and strengthening the community.

Themes

  • Education
  • Innovation
  • Health care
  • Community development

Geographic Focus

Priority: Utah.

How to apply

New inquiries should contact the foundation before submitting; charitable organisations aligned with its geographic and mission priorities may submit through the online portal.

Deadlines: Applications are due on December 1, March 1, June 1 and September 1 for the quarterly reviews.

Application success factors

  • Repeat giving: In its TY2024 filing, 84% of its grant dollars to organisations went to organisations it had also funded in its TY2022 or TY2023 filing.
  • Grant size: Across its TY2022, TY2023 and TY2024 filings, half of its 899 grants to organisations were $20,000 or less.

What the foundation says:

  • The foundation prefers organisations whose efforts are in Utah.
  • First-time applicants should inquire before completing an application.
  • The board reviews and screens applications for appropriateness within the foundation’s charter.

Where grants go

From grants to organisations in the foundation’s filings for tax years 2022–2024.

Grant dollars by state

Utah89%
Maryland3%
Virginia2%
District of Columbia1%
Hawaii1%
Texas<1%

6 other states: 2%

  • The largest single recipient received 18% of grant dollars to organisations.
  • In tax year 2024, 84% of grant dollars went to organisations Sorenson Legacy Foundation had funded in earlier filings.
  • No grants were paid directly to organisations outside the US.
  • 40% of grant dollars went to intermediaries that regrant to other organisations.

Grants

266 grants in the latest filing analysed · median $20,000

How much do they typically give?

Share of 266 grants in tax year 2024 by size

Under $1k<1%
$1k–$2.5k<1%
$2.5k–$5k<1%
$5k–$10k11%
$10k–$25k41%
$25k–$50k26%
$50k–$100k11%
$100k–$250k5%
$250k–$500k1%
$500k–$1M1%
$1M and over3%

Median $20,000 (tax year 2024)

The largest grants to organisations in the foundation’s latest filing:

  • Crocker Catalyst Foundation · General charitable purposes
    $5,675,0002024 tax year
  • Deseret Trust Company · General charitable purposes
    $5,000,0002024 tax year
  • Intermountain Healthcare Foundation · General charitable purposes
    $1,800,0002024 tax year
  • U Of U - Scmi Building · General charitable purposes
    $1,750,0002024 tax year
  • JDRF International · General charitable purposes
    $1,500,0002024 tax year
  • Thom & Gail Williamsen Family Foundation · General charitable purposes
    $1,161,0002024 tax year
  • Elizabeth Academy · General charitable purposes
    $1,030,0002024 tax year
  • U Of U - College Of Education · General charitable purposes
    $826,2002024 tax year

Grants to organisations listed in the foundation’s Form 990-PF filings. Grants to individuals are not shown.

Officers and directors

  • Gail Williamsen — Director
  • Thom Williamsen — Director
  • Ralph Johnson — Director
  • Shauna Johnson — Director
  • Dale Harris — Director
  • Christine Harris — Director
  • Gary Crocker — Director
  • Ann Crocker — Director

From the latest Form 990-PF filing

3 years of tax filings

YearTotal expensesGrants paidAssetsFiling document
2022 tax year$28,803,169$25,046,811$441,627,342Filing for 2022 tax year
2023 tax year$32,138,762$26,898,553$457,366,003Filing for 2023 tax year
2024 tax year$36,014,125$28,012,367$465,505,478Filing for 2024 tax year

Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.

Sources

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