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 Private Grantmaking Foundations NTEE: T20 Latest filing: 2025
Total Revenue$5.3M
Total Expenses$2.6M
Total Assets$37.6M
Grants Given169
Grant Total$16.6M
Filing Years2021–2025

Before you apply to Harvey L & Maud C Sorensen Foundation C/O Kramer Blum & Associates

Preselected only Doesn't accept unsolicited requests for funds, per its 2025 Form 990-PF.

Rarely funds new orgs 12% of recent recipients were first-time grantees (2022–2024).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

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
UC DAVIS SCHOOL OF VETERINARY MEDICINE
DAVIS, CA · 2024
TO SUPPORT THE CALIFORNIA VETERINARY EMERGENCY TEAM (CVET)
$100,000
PENINSULA COLLEGE FUND
MILPITAS, CA · 2024
FOR GENERAL OPERATING SUPPORT
$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

General Support
$5,183,109 81 grants
Education
$4,129,166 29 grants
Youth Development
$3,832,943 11 grants
Health & Medicine
$1,775,000 9 grants
Research & Policy
$250,000 5 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.

See the full picture for HARVEY L & MAUD C SORENSEN FOUNDATION C/O KRAMER BLUM & ASSOCIATES

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