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 2019 through 2025. As of 2025, the organization holds $261K in total assets. In 2025, it awarded 2 grants totaling $10K.
Bert L and Lulu M Neal Foundation at a glance
In short: Bert L and Lulu M Neal Foundation gave $10K across 2 grants in 2025 (avg $5K), mostly in Utah. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $10,000
- +33.3% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $5,000
- +33.3% vs 2024
- Median grant
- $5,000
- Total assets
- $260,752
- -7.5% vs 2024
- Primary geography
- Utah (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bert L and Lulu M Neal Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Abiltiy Found ($5K).
Organizations only. It also paid 1 individual scholarship ($5,000), which are not listed by name.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 13 grants of 13 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Bert L and Lulu M Neal Foundation gives
- Giving grew 186% from 2022 to 2025. Method
- In 2025 it paid out 80% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $4K (2022) to $10K (2025). In 2025 it made 2 grants totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Abiltiy Found West Valley City, UT | General Donation | $5,000 |
| 1 individual scholarship Recipients not named | — | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $260,752 | $-3,788 | $17,413 | $10,000 | 2 | $12,319 | — | $15,362 |
| 2024 | $281,953 | $125,425 | $12,934 | $7,500 | 2 | $9,722 | $122,239 | $11,332 |
| 2023 | $169,462 | $2,218 | $11,633 | $7,000 | 3 | $9,265 | $1,888 | $11,185 |
| 2022 | $178,877 | $2,212 | $10,401 | $3,500 | 3 | $5,729 | — | $11,420 |
| 2021 | $187,066 | $7,163 | $12,114 | $5,000 | 3 | $7,152 | $2,201 | $12,649 |
| 2020 | $192,017 | $4,232 | $12,937 | $6,100 | 4 | — | — | $10,755 |
| 2019 | $200,722 | $13,489 | $16,701 | $10,000 | 5 | — | $8,993 | $11,025 |
Under IRS private-foundation payout rules, Bert L and Lulu M Neal Foundation reported a distributable amount of $15K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bert L and Lulu M Neal Foundation is led by Mary L. Barker, Chair since 2020 (on filings since 2019); all 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Mary L. Barker
Chair
Director → Chair, 2020
On filings since 2019
1 hr/week
$800 (2019) → $800 (2025)
Charles Barker
Director
On filings since 2019
1 hr/week
$300 (2019) → $300 (2025)
Jack D. Lampros
Director
On filings since 2019
1 hr/week
$300 (2019) → $300 (2025)
Nathan Derrick Felix
Director
On filings since 2019
1 hr/week
$300 (2019) → $300 (2025)
Ralph W. Mitchell
Vice Chair
Director → Vice Chair, 2020
On filings since 2019
1 hr/week
$300 (2019) → $300 (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $800, to Mary L Barker (Chair). 5 officers or directors reported compensation on that filing.
Frequently asked questions about Bert L and Lulu M Neal Foundation
How much does Bert L and Lulu M Neal Foundation give each year?
Bert L and Lulu M Neal Foundation gave $10K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 2 grants.
How large is Bert L and Lulu M Neal Foundation?
Bert L and Lulu M Neal Foundation reported $261K in total assets on its 2025 IRS Form 990-PF. It paid out $12K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Bert L and Lulu M Neal Foundation operate?
Bert L and Lulu M Neal Foundation has awarded grants in Utah.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 20, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 1, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 28, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
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Figures come from Bert L and Lulu M Neal Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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