AUMdb

Harvey L & Maud C Sorensen Foundation

EIN 941542559 · 501(c)(3) · Private foundation · San Rafael, CA · recognized 1962

Assets
$51.0M
Revenue
$4.7M
Expenses
$2.4M
Investment income
$4.6M

Form 990 fiscal year ended 09/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Duncan Mccormack Iii Decd 071624 Trustee $0 $0
Dean Witter Iii Trustee & cfo $0 $0
Duncan Cook Mccormack Iv Trustee & president $0 $0
Houston Nelson Tuel Iii Trustee $0 $0
Leslie Tuel Trustee & secretary $0 $0
Silvio Reggiarado Iii Trustee $0 $0
Christy Lindley Bacchetti Trustee $0 $0