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.
Key facts about The Rick & Jo Berquist Foundation
- EIN
- 20-8621519
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $6,200
- Grants made (2024)
- 2
- Average grant
- $3,100
- Median grant
- $3,100
- Total assets
- $32,167
- Primary geography
- Michigan (81% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
How The Rick & Jo Berquist Foundation gives
- Giving fell 72% from 2021 to 2024. Method
- In 2024 it paid out 318% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with The Rick & Jo Berquist Foundation
- How to evaluate The Rick & Jo Berquist Foundation as a funder
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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
Under IRS private-foundation payout rules, The Rick & Jo Berquist Foundation reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.
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
Share of all 2 itemized 2024 grant dollars.
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
Among its reported 2024 grants, the largest recipients include Michigan Tech University ($5,000), Judicial Watch ($1,200).
| Recipient | Purpose | Amount |
|---|---|---|
| MICHIGAN TECH UNIVERSITY Houghton, MI | DONATION | $5,000 |
| JUDICIAL WATCH Washington, DC | DONATION | $1,200 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Alton R Berquist | Pres./Treasu | — | — |
| Joan K Berquist | Secretary | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Rick & Jo Berquist Foundation?
The Rick & Jo Berquist Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Palmetto, FL. It holds $32K in total assets as of 2024.
How large is The Rick & Jo Berquist Foundation?
As of 2024, The Rick & Jo Berquist Foundation holds $32K in total assets with $4K in annual revenue. It awarded 2 grants totaling $6K in 2024.
Where does The Rick & Jo Berquist Foundation operate?
The Rick & Jo Berquist Foundation has awarded grants in District of Columbia, Georgia, Michigan.
What size grants does The Rick & Jo Berquist Foundation award?
In 2024, The Rick & Jo Berquist Foundation awarded 2 grants totaling $6K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is The Rick & Jo Berquist Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Rick & Jo Berquist Foundation reported a distributable amount of $2K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Rick & Jo Berquist Foundation's EIN?
The Rick & Jo Berquist Foundation's EIN (Employer Identification Number) is 20-8621519. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.