2014-11-17T11:43:21-08:00 2013-12-31 990PF 2013-01-01 453203840 Sorenson Impact Foundation SORE 8014901000 299 S Main Street Salt Lake City UT 84111 Paul Ludlow CFO 2014-11-17 2013 2015-12-30 17:16:21Z X 138230774 X X 3266 3266 1493595 1486095 857472 10640836 894413 75506 2354333 2459280 154475 154475 35414 306384 306384 52957 1457 67429 5605 622264 307841 154475 1278897 1278897 1901161 307841 1433372 453172 2151439 108931 495448 495448 2230244 2718077 2718077 1753493 901588 901588 20419782 26540359 26540359 7055159 6390649 6390649 96289704 100217116 100217116 292289 967537 967537 128149602 138230774 138230774 7494 20646 7494 20646 X 128142108 138210128 128142108 138210128 128149602 138230774 128142108 453172 9614848 138210128 138210128 894413 43029 43029 43029 71400 71400 28371 28371 false false false false false true true false true true UT true false false true false true sorensonimpactfoundation.org Paul Ludlow 8014901013 299 S Main Street Suite 2200 Salt Lake City UT 84111 false false false false true false false false false false false true false false false false false false false false false false false false false false James Lee Sorenson 299 S Main Street Suite 2200 Salt Lake City UT 84111 Director 10.00 0 Krista Sorenson 299 S Main Street Suite 2200 Salt Lake Cit UT 84111 Director 5.00 0 Luke Sorenson 3400 N Ashton Boulevard Lehi UT 84043 Director 1.00 0 NONE Merrill Lynch 101 California Street Suite 2100 San Francisco CA 94111 Investment advice 306384 Ray Quinney & Nebeker 36 S State Street Suite 1400 Salt Lake City UT 84111 Legal 154475 Visage Holdings PRI: Fostering economic development and job growth in India through loans to underserved populations. 250000 Simpa Networks PRI: Developing affordable and accessable solar energy and providing economic development in rural India. 250000 375000 875000 55128271 3315377 43074918 101518566 0 101518566 1522778 99995788 4999789 4999789 43029 43029 4956760 4956760 4956760 1433372 875000 2308372 2308372 4956760 634308 2655078 2502938 581967 6374291 2308372 0 2308372 2648388 2648388 3725903 0 3725903 640998 2502938 581967 James Lee Sorenson Sorenson Impact Foundation 299 S Main Street Suite 2200 Salt Lake City UT 84111 8014901000 info@sorensonimpactfoundation.org Applicants may obtain a grant application by contacting the foundation at the above address. Information required by the foundation for consideration of a grant includes a description of the applicant's organization and mission, a specific request for funds, background information on directors and key personel and other information as outlined on the application. Quarterly; January 31, April 30, July 31, October 31 Awards will only be made for permitted charitable purposes consistent with the purpose and mission of the foundation. Ouelessebougou 5278 S Pinehurst Dr Murray UT 84123 Public Vaccination program 16880 Boys Girls Club 669 Sourh 200 East Suite 100 Salt Lake City UT 84111 Public High school and college prep initiative 20000 United Way 257 East 200 South Suite 300 Salt Lake City UT 84111 Public Change The Odds Campaign 500000 Brigham Young University 3328 TMCB Provo UT 84602 Univ Research for ASL display device 100000 Library Square Foundation aka Leona PO Box 2129 Salt Lake City UT 84110 Public Mind Riot competition funding 50000 Junior Achievement 515 East 100 South Suite 200 Salt Lake City UT 84102 Public JA City funding and auction sponsorship 15500 IVUmed 3269 S Main Street Suite 230 Salt Lake City UT 84115 Public Surgical workshop 45000 Cause For Hope Foundation 10421 South Jordan Gateway Suite 6 South Jordan UT 84095 Public Orphanage funding & mentoring program 129600 Salt Lake County 2001 South State Street Suite S480 Salt Lake City UT 84190 Govt Herriman recreation center 31250 Brigham Young University 3328 TMCB Provo UT 84602 Univ BTS Arts Endowment 43792 University of Utah 201 Presidents Circle Salt Lake City UT 84112 Univ BTS Arts & Leadership Pavillion 41875 Utah Chamber Artists 11640 S Littler Road Sandy UT 84092 Public Musical composition & tour 150000 Utah Food Bank 3150 South 900 West Salt Lake City UT 84191 Public Fighting Hunger Campaign 25000 Village Capital 700 E Gate Dr 310 Mt Laurel NJ 08054 Public Funding for Brazil cohort research 50000 Vittana Foundation 318 First Avenue South Suite 310 Seattle WA 98104 Public Social impact study 50000 Maliheh Free Clinic 415 East 3900 South South Salt Lake UT 84107 Public Healthy families program 10000 1278897 14 3266 14 1493595 18 857472 2354333 2354333 false false false false false false false false false false Accounting & Tax 35414 0 0 0 Liberty & Justice PRI: Access to healthcare and addressing unemployment in Liberia 125000 Copia Global PRI: Providing access to life necessities and job opportunities in Africa 250000 Merrill Lynch Ray Quinney & Nebeker General Explanation Supplemental Information for Form 990-PF Part VII-A, Line 11Controlled Entity:Sorenson Media, Inc.13961 Minuteman Drive, Suite 100Draper, Utah 84020EIN: 76-0793370 General Explanation Supplemental Information for Form 990-PF Form 990-PFPart I, line 11(b)Description of other income: Investment income from K-1 passthrough Kinder Morgan Staples Inc 524039 524039 Boeing Co 255983 255983 Hospira Inc Northrop Grumman corp 287758 287758 Comcast Corp 587786 587786 Goldman Sachs Group Inc 581940 581940 General Electric Capital Corp 289437 289437 AT&T Inc 285690 285690 Metlife Inc 611097 611097 Verizon Communications Walgreen Co 285540 285540 Marathon Oil Corp 304628 304628 Waste Management Inc 615997 615997 Boeing Co 597758 597758 Newmont Mining Corp 209981 209981 Newell Rubbermaid Inc 533303 533303 California ST 419712 419712 Merrimack Pharmaceuticals 589044 589044 Ansys Inc 58773 58773 Aarons Inc 32428 32428 Acuity Brands Inc 60126 60126 Affiliated Managers Grp 92608 92608 Airgas Inc 28186 28186 Ametek Inc 30917 30917 Aptar Group Inc 48213 48213 Bio Rad Labs 52781 52781 Blackbaud Inc 49397 49397 Carlisle Cos Inc 54707 54707 Carmax Inc 30516 30516 Church & Dwight Co Inc 38509 38509 City National Corp 52048 52048 Clarcor Inc 47490 47490 Columbia Sportswear Co 26224 26224 Copart Inc 31299 31299 Cullen First Bkrs 23445 23445 Dentsply Intl Inc 71120 71120 Dril Quip 24295 24295 Equifax Inc 52094 52094 Factset Resh Sys Inc 32900 32900 Fair Isaac Corporation 58818 58818 Flir Systems Inc 31244 31244 Forest City Enterprises 31171 31171 Gentex Corp 54945 54945 Graco Inc 36873 36873 Hcc Ins Holding Inc 70594 70594 Hunt JB Trans Svcs Inc 37568 37568 Idex Corp Delaware 61443 61443 Jack Henry & Assoc Inc 38960 38960 Jacobs Engn Grp Inc 23495 23495 Kirby Corp 69574 69574 LKQ Corp 97746 97746 Markel Corp 113168 113168 Mettler-Toledo Intl Inc 28140 28140 Morningstar Inc 82541 82541 OReilly Automotive Inc 23554 23554 Oceaneering Intl Inc 33287 33287 Pall Corp PV 25520 25520 Sally Beauty Holdings Inc 70889 70889 Schein Inc 67071 67071 SEI Investment Co 46608 46608 Solera Holdings Inc 32479 32479 Transdigm Group Inc 31882 31882 Umpqua Holdings Corp 42893 42893 Varian Medical Sys Inc 34106 34106 Verisk Analytics Inc Wex Inc 26441 26441 Wiley John & Sons Corts Trust For AON Cap 16762 16762 Montpelier RE Holdings 67763 67763 Morgan Stanley Cap TRVII 12612 12612 Morgan Stanley Cap VIII 1024 1024 Albemarle Corp 216857 216857 Altria Group Inc 228612 228612 Berkshire Hathaway Blackrock Inc 208237 208237 Bristol-Myers Squibb 280366 280366 Chevron Corp 159260 159260 Cinn Financial Corp 196702 196702 Cisco Systems Inc 139761 139761 Coca Cola 125665 125665 ConocoPhillips 187646 187646 Dominion Res Inc 170458 170458 Duke Energy Corp 95993 95993 Federated Investors B 202810 202810 Frac Kinder Morgan Management Hasbro Inc 298649 298649 Hatteras Financial Corp 75965 75965 Hershey Company Intel Corp 191314 191314 Intl Business Machines 112730 112730 Johnson and Johnson 92964 92964 Kinder Morgan Management LLC 200953 200953 Lorillard Inc 247166 247166 Lowes Companies Inc 236998 236998 Meadwestvaco Corp 155882 155882 Microsoft Corp 122630 122630 Newmarket Corp 193139 193139 Paychex Inc 175245 175245 Pfizer Inc 250615 250615 Philip Morris Intl 94449 94449 Reynolds American Inc 104079 104079 Verizon Communications 126192 126192 Wal-Mart Stores Inc Wells Fargo & Co 251289 251289 Ansys Inc 215471 215471 Accenture PLC 229640 229640 Affiliated Managers Grp 253099 253099 EMC Corporation 231430 231430 Expeditors Intl Wash Inc Express Scripts Holding Co Hospira Inc 261756 261756 Mastercard Inc 119471 119471 Qualcomm Inc RobertHalf Intl Inc 269702 269702 Scripps Networks Interactive 236331 236331 Stanley Black & Decker 360684 360684 Starwood Hotels and Resorts 275294 275294 Suncor Energy Inc Waters Corp 211200 211200 Wynn Resorts LTD 297336 297336 Altera Corp 128418 128418 AON PLC 390844 390844 Apache Corp 181505 181505 Berkshire Hathaway Inc 474240 474240 Coca Cola 236458 236458 Comcast Corp 221318 221318 Ecolab Inc 304990 304990 Fidelity Natl Info Svcs 160342 160342 Goldman Sachs Group 150671 150671 Google Inc 224142 224142 Liberty Global Inc 35600 35600 Liberty Global Inc A 311984 311984 Loews Corp 198990 198990 McDonalds Corp Microsoft Corp 368002 368002 Mondelez International 199198 199198 Morgan Stanley 219520 219520 Nestle SA 173820 173820 News Corp A 33715 33715 News Corp B 3940 3940 Noble Energy Inc 366023 366023 Oracle Corp 397904 397904 Pepsico Inc 180395 180395 Praxair Inc 203107 203107 Thermo Fisher Scientific 190631 190631 Unitedhealth Group 239078 239078 WR Berkley Corp 157289 157289 Wal-Mart Stores Inc 231113 231113 3M Company 94669 94669 Aegion Corp 25589 25589 Alleghany Corp 8799 8799 American Financial Group 28167 28167 Atlas Air Worldwide Hldgs Babcock and Wilcox Bemis Co Inc 8151 8151 Black Hills Corp 17276 17276 Brown Shoe Co Inc 28731 28731 Cabelas Inc 22864 22864 Chicos FAS Inc 12453 12453 City National Corp 10140 10140 Community Health Sys Computer Science Corp 52248 52248 Covanta Holding Corp 44943 44943 Cree Inc Darling International Inc 16975 16975 Devry Inc 19845 19845 Dryships Inc Employers Holdings Inc 15097 15097 Endurance Specialty Holding 22940 22940 Equifax Inc Euronet Worldwide Inc First Midwest Bancorp 10606 10606 First Niagara Financial Group 8698 8698 Forest Labs Inc Frac First Horizon Natl Corp 1 1 General Cable Corp 20558 20558 Gentex Corp 17512 17512 Global Pmts Inc 21577 21577 Globe Specialty Metals 4358 4358 Goodrich Petroleum Great Plains Energy 25307 25307 Guess Inc 11651 11651 Gulfport Energy Hanover Ins Group 79414 79414 Hologic Inc 16427 16427 Home Loan Servicing Solutions LTD 11370 11370 Hormel Foods Corp 27147 27147 Huntington Bancshares Inc 19956 19956 ICF International Inc 18084 18084 Investors Real Estate Trust 7662 7662 IXYS Corp 49598 49598 JM Smucker Co 24351 24351 Jack In The Box Inc 9504 9504 The Jones Group Inc 14047 14047 Kindred Healthcare Inc 17273 17273 Landec Corp 13441 13441 Lexington Realty Trust 6534 6534 Maidenform Brands Inc Maxwell Technologies Inc 31880 31880 McDermott International Inc MDU Resources Group Inc 9532 9532 Mednax Inc 18469 18469 Navigant Consulting Inc 38918 38918 Northern Trust Corp 30821 30821 Oasis Pete Inc 18412 18412 Ocwen Financial Corp 16247 16247 Old Natl Bancorp Orbital Sciences Corp 20621 20621 Owens Ill Inc 49985 49985 Post Holdings Inc Power-One Inc Quanta Services Inc 27047 27047 Ralcorp Holdings Inc Reinsurance Group America 41647 41647 Renaissancere Holdings LTD Resolute Energy Corp 15631 15631 RF Micro Devices 15779 15779 SAIA Inc 8173 8173 Sanchez Energy Corp 13554 13554 Sandridge Energy Inc Scholastic Corp 13468 13468 Semtech Corporation 13955 13955 Sonoco Products Co 37631 37631 Superior Energy Svcs Inc 26291 26291 SVB Financial Group 10905 10905 Symmetricom Inc Synovus Financial Corp UGI Corp 21269 21269 United Stationers Inc 10738 10738 Universal Health Svcs 4226 4226 URS Corp 35238 35238 WR Berkley Corp 41785 41785 Whiting Petroleum Corp 30997 30997 Wintrust Financial 13928 13928 Zions Bancorp 8688 8688 Zoltek Companies Inc 15008 15008 Allergan Inc Amazon.com Inc 126815 126815 American Tower REIT Inc 44699 44699 Apple Inc 88641 88641 Biogen Idec Inc 73248 73248 Blackrock Inc 58230 58230 Borg Warner Inc 45846 45846 Cabot Oil & Gas CBS Corp 49462 49462 Celgene Corp 106281 106281 Cerner Corp 38795 38795 Coach Inc Concho Resources Inc Costco Wholesale Corp 33564 33564 Covidien PLC CVS Caremark Corp 40938 40938 Danaher Corp 95033 95033 Dollar General Corp 56399 56399 EMC Corporation Ebay Inc 51957 51957 Ecolab Inc 37120 37120 Edwards Lifesciences Corp Express Scripts Holding Co Facebook Inc 59786 59786 Fluor Corp FMC Techs Inc Franklin Res Inc Gilead Sciences Inc 73974 73974 Glaxosmithkline PLC ADR Google Inc Cl A 147934 147934 HCA Holdings Inc Home Depot Inc Intl Business Machines Intuit Inc Intuitive Surgical Inc Las Vegas Sands Corp Lauder Estee Companies Inc 36831 36831 Lennar Corp Mastercard Inc 59318 59318 McGraw Hill Companies Michael Kors Holdings LTD Monsanto Co 104196 104196 Precision Castparts 62747 62747 Priceline.com Inc 123214 123214 Qualcomm Inc 46555 46555 Ralph Lauren Corp 34608 34608 Range Resources Corp 35579 35579 Ross Stores Inc 36791 36791 SalesForce.com Inc 90070 90070 SBA Communications Corp 38721 38721 Sirius XM Radio Inc Starbucks Corp 86307 86307 Teradata Corp Ulta Salon Cosmetics 27991 27991 Union Pacific Corp 122808 122808 United Technologies Corp 45292 45292 Unitedhealth Group Inc Visa Inc 133831 133831 VMWare Inc WW Grainger Inc Wells Fargo & Co Williams Companies Yum Brands Inc BB&T Corporation Cobank ACB 95813 95813 Coresite Realty Corp DTE Energy Co First Republic Bank Telephone & Data Systems Donaldson Co Inc 29987 29987 Gentex Corp 31333 31333 Idex Lab Inc 28082 28082 Carnival Corp paired shares 198118 198118 Corning Inc 200903 200903 Corrections Corp of America 154802 154802 General Dynamics Corp 226740 226740 Ametek Inc 338826 338826 AON PLC 219288 219288 T Rowe Price Group Inc 147184 147184 Towers Watson & Co 146241 146241 Trimble Nav LTD 245641 245641 Twenty-First Century Fox Inc 223013 223013 Wabtec 260539 260539 Anadarko Peteroleum Corp 63456 63456 Constellation Brands Inc 175950 175950 Dish Network Corporation 133216 133216 Twenty-First Century Fox A 263318 263318 Twenty-First Century Fox B 30690 30690 Alexandria Real Estate Equities 16541 16541 Allied Nev Gold Corp 7025 7025 Azz Inc Texas 5326 5326 Biomed Realty Trust Inc 16072 16072 Bunge Limited 40973 40973 C&J Energy Services Inc 14045 14045 Cameco Corp 40335 40335 Campus Crest Communities Inc 3378 3378 Coeur Mining Inc 18109 18109 Edwards Lifesciences Corp 8746 8746 Energy XXI LTD 7279 7279 Hancock Holding Co 9647 9647 Ingredion Inc 13350 13350 Olin Corp 21839 21839 Omnivision Techs Inc 3698 3698 Patterson Uti Energy Inc 13293 13293 Pepco Holdings Inc 14749 14749 Redwood Trust Inc 13656 13656 Royal Gold Inc 8845 8845 Alexion Pharms Inc 43852 43852 American Express Company 43187 43187 Amgen Inc 64912 64912 Applied Material Inc 31064 31064 Arm Holdings PLC 47123 47123 Baidu Inc 42869 42869 Bristol-Myers Squibb Co 29392 29392 Catamaran Corp 26579 26579 Chipotle Mexican Grill 22377 22377 Cognizant Tech Solutions 41806 41806 Delta Air Lines Inc 21015 21015 Walt Disney Co 40110 40110 Hilton Worldwide Holdings 26656 26656 JPMorgan Chase & Co 33568 33568 Kansas City Southern 17460 17460 Liberty Global PLC 42809 42809 LinkedIn Corp 25152 25152 Lowe's Companies 41473 41473 McKesson Corporation 23564 23564 Morgan Stanley 49831 49831 Nike Inc 50487 50487 Noble Energy Inc 39504 39504 NXP Semiconductors NV 30268 30268 Schlumberger LTD 46947 46947 Charles Schwab Corp 24544 24544 ServiceNow Inc 17531 17531 Twenty-First Century Fox Inc 66717 66717 Whole Foods Markets Inc 9600 9600 Workday Inc 3576 3576 Wynn Resorts LTD 35152 35152 Zoetis Inc 42922 42922 Advent Software Inc 13771 13771 Albemarle Corp 27068 27068 Alexander & Bladwin Inc 17443 17443 Alleghany Corp 5999 5999 Alliant Tech Systems Inc 16670 16670 American Eagle Outfitters 7546 7546 Atwood Oceanics Inc 25948 25948 Cabelas 38396 38396 Columbia Sportswear Co 15199 15199 Corrections Corp of America 22930 22930 Deckers Outdoors Corp 27450 27450 Eaton Vance Corp 32563 32563 Energizer Holdings Inc 7144 7144 First Indl Realty Trust Inc 19561 19561 Hatteras Financial Corp 5490 5490 Kaman Corp 9178 9178 Martin Marietta Materials 9394 9394 Matson Inc 12246 12246 MBIA Inc 16812 16812 Micrel Inc 6613 6613 Montpelier RE Holdings LTD 13561 13561 Newmarket Corp 36422 36422 Nu Skin Enterprises 31791 31791 Old Dominion Freight Lines 36849 36849 Pricesmart Inc 33160 33160 Ritchie Bros Auctioneers 7544 7544 Service Corp International 26379 26379 Sturm Ruger & Co Inc 21342 21342 Tejon Ranch Co 14226 14226 Tempur Sealy International Inc 24983 24983 Tenet Healthcare Corp 21102 21102 Tredegar Corp Virginia 15413 15413 Value Click Inc 10306 10306 White Mountains Insurance Group LTD 15680 15680 World Fuel Services Corp 9064 9064 WT08 16 Tehon Ranch 318 318 Allstate Corp 128250 128250 Citigroup Inc 7.125 129700 129700 Citybank Inc 6.875 63350 63350 Morgan Stanley 6.875 125150 125150 Wells Fargo & Co 6.625 64300 64300 901588 901588 Ridgeworth High Income Fund FMV 632233 632233 iShares Russell 1000 FMV 3842773 3842773 IVA Worldwide Fund FMV 3519780 3519780 First Eagle Gold Fund FMV Matthews Asian Growth Fund FMV 795144 795144 Matthews Pacific Tiger FMV 796761 796761 Oppenheimer Developing Markets Fund FMV 1425222 1425222 PIMCO Fixed Income Shares FMV Templeton Global Bond Fund FMV 1775501 1775501 PIMCO Commodity Real Return FMV 1193314 1193314 First Eagle Global FMV 3206260 3206260 Eaton Vance Floating Rate Fund FMV 370220 370220 Ridgeworth High Income Fund FMV Eaton Vance Floating Rate Fund FMV Templeton Global Bond Fund FMV iShares Gold FMV 269808 269808 Czech II Senior Loan FMV 126956 126956 CSP III Distressed Opp Fund FMV 201810 201810 Pimco All Asset Fund FMV 189855 189855 iShares MSCI EAFE FMV 454904 454904 Pimco Total Return FMV 1023969 1023969 Sirios Access LTD FMV 300000 300000 GSO Mezzanine Finance Fund FMV 123900 123900 Ascend Access LTD FMV 930414 930414 Brevan Howard Multi-Strategy FMV 1093676 1093676 Carlson Double Black Diamond FMV 1463112 1463112 OZOFII Access LTD FMV 1822238 1822238 ML Winton Futures Access FMV 519176 519176 SLP IV Techloogy Fund FMV 50000 50000 Privately Held Investments FMV 74090090 74090090 Legal 154475 0 0 154475 Mediconnect escrow 292289 89763 89763 Pending securities trades 2774 2774 Program related investments 875000 875000 Bank charges 142 Dues & Subscriptions 152 Insurance 5105 Licenses & Fees 64 Postage 95 Telephone 47 Transfer from Original Sorenson Legacy Foundation 3346804 Investment management 306384 306384 0 0 Federal Excise Tax 51500 Foreign Taxes 1457 1457