Nonprofit · EIN 46-3784084
BEVERLEY TAYLOR SORENSON FOUNDATION
Tax-exempt · SALT LAKE CTY, UT 84121
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,360,464 | $1,488,813 | -$128,349 | $28,494,970 | $0 | $28,494,970 |
| December 31, 2023 | 990-PF | $554,452 | $1,560,209 | -$1,005,757 | $27,333,014 | $0 | $27,333,014 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $547,029
- Net gain from sales of assets
- $769,566
- Other income
- $43,869
Expenses
- Grants and similar amounts paid
- $1,317,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,348,140
- Excise tax on investment income
- $20,705
Balance sheet and other
- Total assets, start of year
- $27,333,014
- Total assets, end of year
- $28,494,970
- Total liabilities, end of year
- $0
- Net assets, end of year
- $28,494,970
- Fair market value of assets
- $29,456,329
- Qualifying distributions
- $1,348,140
- Net investment income
- $1,614,726
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James Lee Sorenson 6330 S 3000 E Suite 630, Salt Lake City, UT 84121 | Director | 1 | $0 |
| Joan Fenton 6330 S 3000 E Suite 630, Salt Lake City, UT 84121 | Director | 1 | $0 |
| Joseph Sorenson 6330 S 3000 E Suite 630, Salt Lake City, UT 84121 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James Lee Sorenson 6330 S 3000 E Suite 630, Salt Lake City, UT 84121 | Director | 1 | $0 |
| Joan Fenton 6330 S 3000 E Suite 630, Salt Lake City, UT 84121 | Director | 1 | $0 |
| Joseph Sorenson 6330 S 3000 E Suite 630, Salt Lake City, UT 84121 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6330 S 3000 E STE 630, SALT LAKE CTY, UT 84121-6241
- Signed the 990-PF
- James L Sorenson, President
- Phone
- (801) 490-1013
- Return prepared by
- TAXWISE LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 46-3784084
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $28,494,970
- Income (IRS master file)
- $5,633,143
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,360,464 | $1,488,813 | $28,494,970 | XML |
| 990-PF | December 2023 | $554,452 | $1,560,209 | $27,333,014 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-3784084).
Questions about BEVERLEY TAYLOR SORENSON FOUNDATION
- What is the EIN of BEVERLEY TAYLOR SORENSON FOUNDATION?
- The employer identification number (EIN) of BEVERLEY TAYLOR SORENSON FOUNDATION is 46-3784084.
- Is BEVERLEY TAYLOR SORENSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to BEVERLEY TAYLOR SORENSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BEVERLEY TAYLOR SORENSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BEVERLEY TAYLOR SORENSON FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BEVERLEY TAYLOR SORENSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BEVERLEY TAYLOR SORENSON FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does BEVERLEY TAYLOR SORENSON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,360,464, expenses of $1,488,813 and total assets of $28,494,970 at year end.
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