Bert L and Lulu M Neal Foundation

Foundation · Grantmaker OGDEN, UT EIN: 87-6161267

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

-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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Utah $29K (100%)

States

Utah

Cities

OgdenWest Valley City

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.