Private Foundation

HARVEY L & MAUD C SORENSEN FOUNDATION C/O KRAMER BLUM & ASSOCIATES

HARVEY L & MAUD C SORENSEN FOUNDATION C/O KRAMER BLUM & ASSOCIATES, of SAN RAFAEL, CA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $5.3M in revenue, $2.6M in expenses, $37.6M in total assets. IRS filings disclose 169 grants awarded by this foundation, totaling roughly $16.6M.

EIN: 941542559 SAN RAFAEL, CA Latest filing: 2025
Total Revenue$5.3M
Total Expenses$2.6M
Total Assets$37.6M
Grants Given169
Grant Total$16.6M
Filing Years2021–2025

Sample Grants Given

UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
SAN FRANCISCO, CA · 2024
TO ENCOURAGE CHILD AND ADOLESCENT PSYCHIATRY FELLOWS AND OTHER PROFESSIONALS AT CALIFORNIA'S ACCREDITED MEDICAL SCHOOLS AND SCHOOLS OF SOCIAL WORK TO PURSUE RESEARCH AND CLINICAL PRACTICE THAT WILL RESULT IN EFFECTIVE TREATMENTS AND PREVENTIONS FOR CHILDREN WITH PSYCHIATRIC DISORDERS.
$1,068,889
YOLO CRISIS NURSERY
DAVIS, CA · 2024
FOR GENERAL OPERATING SUPPORT
$200,000
DUCKS UNLIMITED
RANCHO CORDOVA, CA · 2024
FOR THE KLAMATH BASIN INITIATIVE AND THE CALIFORNIA WETLANDS INITIATIVE
$160,333
PENINSULA COLLEGE FUND
MILPITAS, CA · 2024
FOR GENERAL OPERATING SUPPORT
$100,000
UC DAVIS SCHOOL OF VETERINARY MEDICINE
DAVIS, CA · 2024
TO SUPPORT THE CALIFORNIA VETERINARY EMERGENCY TEAM (CVET)
$100,000

Showing up to 5 of 169 total records — full history available with membership.

Officers & Directors

TRUSTEE Christy Lindley-Bacchetti
TRUSTEE & CFO Dean Witter Iii
TRUSTEE & PRESIDENT Duncan Cook Mccormack Iv
TRUSTEE Houston Nelson Tuel Iii
TRUSTEE & SECRETARY Leslie Tuel
TRUSTEE Silvio Reggiarado Iii

Officer compensation and complete director data available with membership.

Top Grant Purposes

TO ENCOURAGE CHILD AND ADOLESCENT PSYCHIATRY FELLOWS AND OTHER PROFESSIONALS AT CALIFORNIA'S ACCREDITED MEDICAL SCHOOLS AND SCHOOLS OF SOCIAL WORK TO PURSUE RESEARCH AND CLINICAL PRACTICE THAT WILL RESULT IN EFFECTIVE TREATMENTS AND PREVENTIONS FOR CHILDREN WITH PSYCHIATRIC DISORDERS.
$3,088,068 3 grants
FOR GENERAL OPERATING SUPPORT
$2,079,333 34 grants
TO SUPPORT THE HARVEY L. AND MAUD C. SORENSEN FOUNDATION POSTDOCTORAL RESEARCH FELLOWSHIP PROGRAM IN CHILD & ADOLESCENT PSYCHIATRY AT CALIFORNIA'S ACCREDITED MEDICAL SCHOOLS
$1,761,666 2 grants
GENERAL SUPPORT
$1,488,125 24 grants
FOR THE UCSF BENIOFF CHILDREN'S HOSPITAL OAKLAND
$900,000 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $5.3M $2.6M $37.6M
2024 $4.7M $2.4M $34.9M
2023 $2.6M $2.3M $32.5M
2022 $4.1M $2.1M $32.2M
2021 $3.3M $2.1M $30.2M

Between 2021 and 2025, reported annual revenue grew from $3.3M to $5.3M (+60%), with total assets most recently reported at $37.6M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, HI, MI, NV, TX, WI.

CAHIMINVTXWI

Full geographic grant map with state-by-state breakdown available with membership.

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