Bert L Neal And Lulu M Neal Foundation C/O Trust Department

Ogden, UT
Tax-exempt since Oct. 1978
EIN: 87-6161267

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$125k (2024)

Expenses

$12.9k (2024)

Total Assets

$282k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$125,425

Expenses

$12,934

Net Income

$112,491

Net Assets

$281,953

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$3,302	2.6%
Sales of Assets	$122,117	97.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,722	75.2%
Compensation of Officers*	$2,000	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$281,953
Total Liabilities	$0
Net Assets	$281,953

Compensation

Key Employees and Officers	Compensation	Other
Mary L Barker (Chair)	$800	$0
Ralph W Mitchell (Vice Chair)	$300	$0
Jack D Lampros (Director)	$300	$0
Charles Barker (Director)	$300	$0
Nathan Derrick Felix (Director)	$300	$0

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990-PF

Filed on May 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$2,218

Expenses

$11,633

Net Income

-$9,415

Net Assets

$169,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	1.1%
Dividends	$4,231	> 100%
Sales of Assets	-$2,038
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,265	79.6%
Compensation of Officers*	$2,000	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$169,462
Total Liabilities	$0
Net Assets	$169,462

Compensation

Key Employees and Officers	Compensation	Other
Mary L Barker (Chair)	$800	$0
Ralph W Mitchell (Vice Chair)	$300	$0
Jack D Lampros (Director)	$300	$0
Charles Barker (Director)	$300	$0
Nathan Derrick Felix (Director)	$300	$0

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990-PF

Filed on May 1, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$2,212

Expenses

$10,401

Net Income

-$8,189

Net Assets

$178,877

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16	0.7%
Dividends	$3,531	> 100%
Sales of Assets	-$1,335
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,729	55.1%
Compensation of Officers*	$2,000	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$178,877
Total Liabilities	$0
Net Assets	$178,877

Compensation

Key Employees and Officers	Compensation	Other
Mary L Barker (Chair)	$800	$0
Ralph W Mitchell (Vice Chair)	$300	$0
Jack D Lampros (Director)	$300	$0
Charles Barker (Director)	$300	$0
Nathan Derrick Felix (Director)	$300	$0

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990-PF

Filed on June 28, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$7,163

Expenses

$12,114

Net Income

-$4,951

Net Assets

$187,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,390	47.3%
Sales of Assets	$3,773	52.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,152	59.0%
Compensation of Officers*	$2,000	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$187,066
Total Liabilities	$0
Net Assets	$187,066

Compensation

Key Employees and Officers	Compensation	Other
Mary L Barker (Chair)	$800	$0
Ralph W Mitchell (Vice Chair)	$300	$0
Jack D Lampros (Director)	$300	$0
Charles Barker (Director)	$300	$0
Nathan Derrick Felix (Director)	$300	$0

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990-PF

Filed on April 6, 2022

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$4,232

Expenses

$12,937

Net Income

-$8,705

Net Assets

$192,016

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,552	83.9%
Sales of Assets	$680	16.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,245	63.7%
Compensation of Officers*	$2,000	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$192,017
Total Liabilities	$1
Net Assets	$192,016

Compensation

Key Employees and Officers	Compensation	Other
Mary L Barker (Chair)	$800	$0
Ralph W Mitchell (Vice Chair)	$300	$0
Jack D Lampros (Director)	$300	$0
Charles Barker (Director)	$300	$0
Nathan Derrick Felix (Director)	$300	$0

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990-PF

Filed on April 1, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$13,489

Expenses

$16,701

Net Income

-$3,212

Net Assets

$200,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,340	39.6%
Sales of Assets	$7,936	58.8%
Other Income	$213	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,200	73.0%
Compensation of Officers*	$2,000	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$200,722
Total Liabilities	$1
Net Assets	$200,721

Compensation

Key Employees and Officers	Compensation	Other
Mary L Barker (Director)	$800	$0
Ralph W Mitchell (Director)	$300	$0
Jack D Lampros (Director)	$300	$0
Charles Barker (Director)	$300	$0
Nathan Derrick Felix (Director)	$300	$0

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990-PF

Filed on May 20, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$3,804

Expenses

$17,867

Net Income

-$14,063

Net Assets

$203,934

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,624	> 100%
Sales of Assets	-$1,820
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,712	71.1%
Compensation of Officers*	$1,700	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$203,934
Total Liabilities	$0
Net Assets	$203,934

Compensation

Key Employees and Officers	Compensation	Other
Mary L Barker (Director)	$800	$0
Ralph W Mitchell (Director)	$300	$0
Jack D Lampros (Director)	$300	$0
Charles Barker (Director)	$300	$0

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990-PF

Filed on April 26, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$5,602

Expenses

$15,477

Net Income

-$9,875

Net Assets

$217,997

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,490	98.0%
Sales of Assets	$112	2.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,412	67.3%
Compensation of Officers*	$1,700	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$217,997
Total Liabilities	$0
Net Assets	$217,997

Compensation

Key Employees and Officers	Compensation	Other
Mary L Barker (Director)	$800	$0
Ralph W Mitchell (Director)	$300	$0
Jack D Lampros (Director)	$300	$0
Charles Barker (Director)	$300	$0

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990-PF

Filed on May 7, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$34,685

Expenses

$20,533

Net Income

$14,152

Net Assets

$227,872

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,687	7.7%
Sales of Assets	$31,998	92.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,625	66.4%
Compensation of Officers*	$1,700	8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$227,872
Total Liabilities	$0
Net Assets	$227,872

Compensation

Key Employees and Officers	Compensation	Other
Mary L Barker (Director)	$800	$0
Ralph W Mitchell (Director)	$300	$0
Jack D Lampros (Director)	$300	$0
Charles Barker (Director)	$300	$0

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990-PF

Filed on May 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$12,274

Expenses

$18,180

Net Income

-$5,906

Net Assets

$213,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,343	35.4%
Sales of Assets	$7,731	63.0%
Other Income	$200	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,714	80.9%
Compensation of Officers*	$5,157	28.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$213,720
Total Liabilities	$0
Net Assets	$213,720

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$14,204

Expenses

$14,250

Net Income

-$46

Net Assets

$219,612

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,034	35.4%
Sales of Assets	$9,006	63.4%
Other Income	$164	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,595	88.4%
Compensation of Officers*	$4,171	29.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$219,612
Total Liabilities	$0
Net Assets	$219,612

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$18,578

Expenses

$15,643

Net Income

$2,935

Net Assets

$219,161

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,464	24.0%
Sales of Assets	$14,015	75.4%
Other Income	$99	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,686	81.1%
Compensation of Officers*	$3,971	25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$219,161
Total Liabilities	$0
Net Assets	$219,161

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$36,306

Expenses

$11,807

Net Income

$24,499

Net Assets

$216,312

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,426	12.2%
Sales of Assets	$31,880	87.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,618	89.9%
Compensation of Officers*	$2,637	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$216,312
Total Liabilities	$0
Net Assets	$216,312

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$7,343

Expenses

$12,771

Net Income

-$5,428

Net Assets

$191,889

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,263	44.4%
Sales of Assets	$4,080	55.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,640	91.1%
Compensation of Officers*	$2,680	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$191,889
Total Liabilities	$0
Net Assets	$191,889

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated September 25, 2025

Bert L Neal And Lulu M Neal Foundation C/O Trust Department

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $125k (2024)

Expenses $12.9k (2024)

Total Assets $282k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$125k (2024)

Expenses

$12.9k (2024)

Total Assets

$282k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001