Nonprofit · EIN 94-1542559
HARVEY L & MAUD C SORENSEN FOUNDATION
Tax-exempt · SAN RAFAEL, CA 94903
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $5,258,446 | $2,558,630 | $2,699,816 | $37,551,407 | $0 | $37,551,407 |
| September 30, 2024 | 990-PF | $4,741,803 | $2,380,544 | $2,361,259 | $34,851,591 | $0 | $34,851,591 |
| September 30, 2023 | 990-PF | $2,596,268 | $2,335,554 | $260,714 | $32,490,332 | $0 | $32,490,332 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $1,276,733
- Interest
- $34,800
- Net gain from sales of assets
- $3,921,232
- Other income
- $25,681
Expenses
- Grants and similar amounts paid
- $2,151,110
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,320,915
- Excise tax on investment income
- $70,900
Balance sheet and other
- Total assets, start of year
- $34,851,591
- Total assets, end of year
- $37,551,407
- Total liabilities, end of year
- $0
- Net assets, end of year
- $37,551,407
- Fair market value of assets
- $52,658,753
- Qualifying distributions
- $2,320,915
- Net investment income
- $5,258,446
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEAN WITTER III PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE & CFO | 0 | $0 |
| DUNCAN COOK MCCORMACK IV PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE & PRESIDENT | 0 | $0 |
| HOUSTON NELSON TUEL III PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE | 0 | $0 |
| LESLIE TUEL PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE & SECRETARY | 0 | $0 |
| SILVIO REGGIARADO III PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE | 0 | $0 |
| CHRISTY LINDLEY-BACCHETTI PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE | 0 | $0 |
990-PF for the year ended September 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DUNCAN MCCORMACK III DECD 071624 PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE | 0 | $0 |
| DEAN WITTER III PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE & CFO | 0 | $0 |
| DUNCAN COOK MCCORMACK IV PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE & PRESIDENT | 0 | $0 |
| HOUSTON NELSON TUEL III PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE | 0 | $0 |
| LESLIE TUEL PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE & SECRETARY | 0 | $0 |
| SILVIO REGGIARADO III PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE | 0 | $0 |
| CHRISTY LINDLEY-BACCHETTI PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE | 0 | $0 |
990-PF for the year ended September 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DUNCAN MCCORMACK III DECD 071624 PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE & PRESIDENT | 0 | $0 |
| DEAN WITTER III PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE & CFO | 0 | $0 |
| DUNCAN COOK MCCORMACK IV PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE | 0 | $0 |
| HOUSTON NELSON TUEL III PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE | 0 | $0 |
| LESLIE TUEL PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE & SECRETARY | 0 | $0 |
| SILVIO REGGIARADO III PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE | 0 | $0 |
| CHRISTY LINDLEY-BACCHETTI PO BOX 6106, SAN RAFAEL, CA 94903 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 6106, SAN RAFAEL, CA 94903-0106
- Signed the 990-PF
- DEAN WITTER III, CHIEF FINANCIAL OFFICER
- Phone
- (415) 981-2966
- Return prepared by
- CALEGARI & MORRIS ACCOUNTANTS
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1542559 or by the name HARVEY L & MAUD C SORENSEN FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 94-1542559
- 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
- 1962
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $37,551,407
- Income (IRS master file)
- $11,603,457
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $5,258,446 | $2,558,630 | $37,551,407 | XML |
| 990-PF | September 2024 | $4,741,803 | $2,380,544 | $34,851,591 | XML |
| 990-PF | September 2023 | $2,596,268 | $2,335,554 | $32,490,332 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | 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 94-1542559).
Questions about HARVEY L & MAUD C SORENSEN FOUNDATION
- What is the EIN of HARVEY L & MAUD C SORENSEN FOUNDATION?
- The employer identification number (EIN) of HARVEY L & MAUD C SORENSEN FOUNDATION is 94-1542559.
- Is HARVEY L & MAUD C SORENSEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to HARVEY L & MAUD C SORENSEN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HARVEY L & MAUD C SORENSEN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HARVEY L & MAUD C SORENSEN FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HARVEY L & MAUD C SORENSEN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of HARVEY L & MAUD C SORENSEN FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does HARVEY L & MAUD C SORENSEN FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $5,258,446, expenses of $2,558,630 and total assets of $37,551,407 at year end.
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