How to apply
Preselected only
The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.
Assets and giving by year
-
Tax year 2024
$3,603,000
- Grants listed
- 12
- Assets, end of year
- $140,180,609
-
Tax year 2023
$2,350,000
- Grants listed
- 11
- Assets, end of year
- $142,073,772
-
Tax year 2022
$4,472,800
- Grants listed
- 12
- Assets, end of year
- $142,242,497
-
Tax year 2021
$2,512,000
- Grants listed
- 11
- Assets, end of year
- $157,397,407
-
Tax year 2020
$3,203,000
- Grants listed
- 20
- Assets, end of year
- $156,657,761
-
Tax year 2019
$855
- Grants listed
- 1
- Assets, end of year
- $154,357,754
-
Tax year 2018
$640,000
- Grants listed
- 3
- Assets, end of year
- $139,731,704
Grants paid in 2024
As listed on the return.
-
Realize ImpactBainbridge Is, WA
Philantrhopic investment grant for affordable home ownership
$1,000,000 -
University of UtahSalt Lake City, UT
Impact investing student program; general support
$638,000 -
Lafayettte Square FoundationMiami, FL
Support for projects creating equitable wealth including employee ownership
$375,000 -
The Aspen InstituteWashington, DC
Neiborhood real estate ownership project and employee ownership project
$250,000 -
Rutgers UniversityNew Bruswick, NJ
Education and research in the area of emloyee ownership and profit sharing models
$250,000 -
Ownership Works IncNew York, NY
Research and framework development for home shared ownership projects
$250,000 -
ImpactAlphaBerkeley, CA
Providing public education on homeownership, employee ownership and community ownership
$250,000 -
B Lab CompanyPhiladelphia, PA
Development of B Corp certification process and assistance
$250,000 -
New Venture FundWashington, DC
Catalytic capital consortium project
$175,000 -
New Venture FundWashington, DC
Impact investing alliance
$75,000 -
Crane Institute of SustainabilityManchester, MA
Development of benchmarks for measuring impact for charitable endowments
$50,000 -
Impact Investing InstituteLondon, United Kingdom
Development of educational campaign to promote and encourage impact investing to catalyze social change
$40,000
Where the money goes
By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.
- Human services1 grant $1,000,00049% of the total
- Environment3 grants $300,00015% of the total
- Community development1 grant $250,00012% of the total
- Public affairs1 grant $250,00012% of the total
- Social science1 grant $250,00012% of the total
By State
Grants to organizations with a US address, latest year.
- Washington1 grant $1,000,000
- Utah1 grant $638,000
- District of Columbia3 grants $500,000
- Florida1 grant $375,000
- California1 grant $250,000
- New Jersey1 grant $250,000
- New York1 grant $250,000
- Pennsylvania1 grant $250,000
- Massachusetts1 grant $50,000
Officers, directors and trustees
As filed on the return, with average hours per week and pay from the foundation.
- James Lee SorensonDirector Hours 20Pay $0
- Krista SorensonDirector Hours 5Pay $4,553
- Luke SorensonDirector Hours 1Pay $0
- Paul LudlowCFO & Secretary Hours 10Pay $0
The return
More foundations
- Private foundations in Utah
- Private foundations in Salt Lake City
- Foundations that fund human services in Utah
- Foundations that fund environment in Utah
- Foundations that fund community development in Utah
Similar foundations
Same main cause (human services), giving between a quarter and four times this foundation’s where possible, nearby first.
- Bill and Pat Child Family Foundation 46 grants Preselected only $2,771,150 giving
- Florence J Gillmor Foundation 32 grants Preselected only $4,710,000 giving
- Semnani Family Foundation 64 grants Accepts applications $5,626,367 giving
- McCarthey Family Foundation 81 grants Accepts applications $1,772,626 giving
- The Leon & Arline Harman Foundation 5 grants Preselected only $1,118,150 giving