The Rick & Jo Berquist Foundation
The Rick & Jo Berquist Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALMETTO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $32K in total assets. In 2024, it awarded 2 grants totaling $6K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$32K
-12.3% YoY
Annual Giving
$6K
+416.7% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$3K
+158.3% YoY
About The Rick & Jo Berquist Foundation
Based on IRS filings
The Rick & Jo Berquist Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALMETTO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $32K in total assets. In 2024, it awarded 2 grants totaling $6K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $32,167 | $36,668 | $38,476 |
| Revenue | $3,839 | $1,756 | $3,494 |
| Expenses | $8,340 | $3,564 | $25,294 |
| Qualifying Distributions | $6,200 | $1,200 | $23,200 |
| Net Investment Income | — | — | — |
| Distributable Amount | $1,952 | $2,056 | $2,301 |
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
11 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ALTON R BERQUIST | PRES./TREASU | — | — |
| JOAN K BERQUIST | SECRETARY | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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