The Rick & Jo Berquist Foundation
The Rick & Jo Berquist Foundation is a private foundation, 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.
The Rick & Jo Berquist Foundation at a glance
In short: The Rick & Jo Berquist Foundation gave $6K across 2 grants in 2024 (avg $3K), mostly in Michigan. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $6,200
- +416.7% vs 2023
- Grants made (2024)
- 2
- +100.0% vs 2023
- Average grant
- $3,100
- +158.3% vs 2023
- Median grant
- $3,100
- Total assets
- $32,167
- -12.3% vs 2023
- Primary geography
- Michigan (81% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Rick & Jo Berquist Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Michigan Tech University ($5K). Together the top 2 received $6K.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $1K (2023) to $23K (2022). In 2024 it made 2 grants totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Michigan Tech University Houghton, MI | Donation | $5,000 |
| Judicial Watch Washington, DC | Donation | $1,200 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $32,167 | $3,839 | $8,340 | $6,200 | 2 | $6,200 | — | $1,952 |
| 2023 | $36,668 | $1,756 | $3,564 | $1,200 | 1 | $1,200 | — | $2,056 |
| 2022 | $38,476 | $3,494 | $25,294 | $23,200 | 2 | $23,200 | — | $2,301 |
| 2021 | $60,276 | $6,887 | $24,398 | $22,000 | 4 | $22,000 | $1,047 | $3,817 |
| 2020 | $77,787 | $6,046 | $2,224 | $1,300 | 2 | — | $1,792 | $3,839 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Rick & Jo Berquist Foundation is led by Alton R. Berquist, President & Treasurer on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Alton R. Berquist
President & Treasurer
On filings since 2020
No compensation reported
Joan K. Berquist
Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Rick & Jo Berquist Foundation
How much does The Rick & Jo Berquist Foundation give each year?
The Rick & Jo Berquist Foundation gave $6K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1K across 1 grant.
How large is The Rick & Jo Berquist Foundation?
The Rick & Jo Berquist Foundation reported $32K in total assets on its 2024 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $2K (roughly 5% of its investment assets).
Where does The Rick & Jo Berquist Foundation operate?
The Rick & Jo Berquist Foundation has awarded grants in District of Columbia, Georgia, Michigan.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Rick & Jo Berquist Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in The Rick & Jo Berquist Foundation's focus areas in our free grants database
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