Bert L and Lulu M Neal Foundation
Bert L and Lulu M Neal Foundation is a private foundation, based in OGDEN, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $282K in total assets. In 2024, it awarded 2 grants totaling $8K. Net investment income was $122K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$282K
+66.4% YoY
Annual Giving
$8K
+7.1% YoY
Grant Count
2
-33.3% YoY
Avg Grant Size
$4K
+60.7% YoY
Under IRS private-foundation payout rules, Bert L and Lulu M Neal Foundation reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.
About Bert L and Lulu M Neal Foundation
Based on IRS filings
Bert L and Lulu M Neal Foundation is a private foundation, based in OGDEN, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $282K in total assets. In 2024, it awarded 2 grants totaling $8K. Net investment income was $122K.
Ready to take the next step with Bert L and Lulu M Neal Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $281,953 | $169,462 | $178,877 |
| Revenue | $125,425 | $2,218 | $2,212 |
| Expenses | $12,934 | $11,633 | $10,401 |
| Qualifying Distributions | $9,722 | $9,265 | $5,729 |
| Net Investment Income | $122,239 | $1,888 | — |
| Distributable Amount | $11,332 | $11,185 | $11,420 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Ogden-weber Applied Technology College Foundation ($6,500), Abiltiy Found ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ABILTIY FOUND WEST VALLEY CITY, UT | GENERAL DONATION | $1,000 |
| OGDEN-WEBER APPLIED TECHNOLOGY COLLEGE FOUNDATION OGDEN, UT | SCHOLARSHIPS FOR TECH EDUCATION - COLLEGE STUDENTS | $6,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RALPH W MITCHELL | VICE-CHAIR | 1 | $300 |
| JACK D LAMPROS | DIRECTOR | 1 | $300 |
| MARY L BARKER | CHAIR | 1 | $800 |
| CHARLES BARKER | DIRECTOR | 1 | $300 |
| NATHAN DERRICK FELIX | DIRECTOR | 1 | $300 |
Frequently Asked Questions
How large is Bert L and Lulu M Neal Foundation?
As of 2024, Bert L and Lulu M Neal Foundation holds $282K in total assets with $125K in annual revenue. It awarded 2 grants totaling $8K in 2024.
Where does Bert L and Lulu M Neal Foundation operate?
Bert L and Lulu M Neal Foundation has awarded grants in Utah.
What size grants does Bert L and Lulu M Neal Foundation award?
In 2024, Bert L and Lulu M Neal Foundation awarded 2 grants totaling $8K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Bert L and Lulu M Neal Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bert L and Lulu M Neal Foundation reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bert L and Lulu M Neal Foundation's EIN?
Bert L and Lulu M Neal Foundation's EIN (Employer Identification Number) is 87-6161267. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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