Nonprofit · EIN 87-6161267
BERT L NEAL AND LULU M NEAL FOUNDATION C/O TRUST DEPARTMENT
Tax-exempt · OGDEN, UT 84414
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | -$3,788 | $17,413 | -$21,201 | $260,752 | $0 | $260,752 |
| December 31, 2024 | 990-PF | $125,425 | $12,934 | $112,491 | $281,953 | $0 | $281,953 |
| December 31, 2023 | 990-PF | $2,218 | $11,633 | -$9,415 | $169,462 | $0 | $169,462 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $2,030
- Interest
- $10
- Net gain from sales of assets
- -$5,828
Expenses
- Grants and similar amounts paid
- $10,000
- Compensation of officers, directors and key employees
- $2,000
- Disbursements for charitable purposes
- $12,319
Balance sheet and other
- Total assets, start of year
- $281,953
- Total assets, end of year
- $260,752
- Total liabilities, end of year
- $0
- Net assets, end of year
- $260,752
- Fair market value of assets
- $337,899
- Qualifying distributions
- $12,319
- Net investment income
- $2,040
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY L BARKER 2683 NORTH 950 EAST, NORTH OGDEN, UT 84414 | CHAIR | 1 | $800 |
| RALPH W MITCHELL 8701 S KOLB ROAD 6-183, TUCSON, AZ 85756 | VICE-CHAIR | 1 | $300 |
| JACK D LAMPROS 1802 WHISPERING OAKS DR, OGDEN, UT 84403 | DIRECTOR | 1 | $300 |
| CHARLES BARKER 2210 N ROSE ANN CIRCLE, PLEASANT VIEW, UT 84414 | DIRECTOR | 1 | $300 |
| NATHAN DERRICK FELIX 2385 CLAREMONT DRIVE, BOUNTIFUL, UT 84010 | DIRECTOR | 1 | $300 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY L BARKER 2683 NORTH 950 EAST, NORTH OGDEN, UT 84414 | CHAIR | 1 | $800 |
| RALPH W MITCHELL 8701 S KOLB ROAD 6-183, TUCSON, AZ 85756 | VICE-CHAIR | 1 | $300 |
| JACK D LAMPROS 1802 WHISPERING OAKS DR, OGDEN, UT 84403 | DIRECTOR | 1 | $300 |
| CHARLES BARKER 2210 N ROSE ANN CIRCLE, PLEASANT VIEW, UT 84414 | DIRECTOR | 1 | $300 |
| NATHAN DERRICK FELIX 2385 CLAREMONT DRIVE, BOUNTIFUL, UT 84010 | DIRECTOR | 1 | $300 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY L BARKER 2683 NORTH 950 EAST, NORTH OGDEN, UT 84414 | CHAIR | 1 | $800 |
| RALPH W MITCHELL 8701 S KOLB ROAD 6-183, TUCSON, AZ 85756 | VICE-CHAIR | 1 | $300 |
| JACK D LAMPROS 1802 WHISPERING OAKS DR, OGDEN, UT 84403 | DIRECTOR | 1 | $300 |
| CHARLES BARKER 2210 N ROSE ANN CIRCLE, PLEASANT VIEW, UT 84414 | DIRECTOR | 1 | $300 |
| NATHAN DERRICK FELIX 2385 CLAREMONT DRIVE, BOUNTIFUL, UT 84010 | DIRECTOR | 1 | $300 |
Address and contacts
- Address (IRS master file)
- 2683 N 950 E, OGDEN, UT 84414-2464
- Signed the 990-PF
- MARY BARKER, CHAIR
- Phone
- (801) 605-3118
- Return prepared by
- EIDE BAILLY LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 87-6161267
- 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
- 1978
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $260,752
- Income (IRS master file)
- $125,340
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | -$3,788 | $17,413 | $260,752 | IRS |
| 990-PF | December 2024 | $125,425 | $12,934 | $281,953 | IRS |
| 990-PF | December 2023 | $2,218 | $11,633 | $169,462 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 87-6161267).
Questions about BERT L NEAL AND LULU M NEAL FOUNDATION C/O TRUST DEPARTMENT
- What is the EIN of BERT L NEAL AND LULU M NEAL FOUNDATION C/O TRUST DEPARTMENT?
- The employer identification number (EIN) of BERT L NEAL AND LULU M NEAL FOUNDATION C/O TRUST DEPARTMENT is 87-6161267.
- Is BERT L NEAL AND LULU M NEAL FOUNDATION C/O TRUST DEPARTMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to BERT L NEAL AND LULU M NEAL FOUNDATION C/O TRUST DEPARTMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERT L NEAL AND LULU M NEAL FOUNDATION C/O TRUST DEPARTMENT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERT L NEAL AND LULU M NEAL FOUNDATION C/O TRUST DEPARTMENT due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERT L NEAL AND LULU M NEAL FOUNDATION C/O TRUST DEPARTMENT last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BERT L NEAL AND LULU M NEAL FOUNDATION C/O TRUST DEPARTMENT?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $800 (MARY L BARKER, CHAIR).
- How much revenue does BERT L NEAL AND LULU M NEAL FOUNDATION C/O TRUST DEPARTMENT have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of -$3,788, expenses of $17,413 and total assets of $260,752 at year end.
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