Private Foundation

THE RICK & JO BERQUIST FOUNDATION

THE RICK & JO BERQUIST FOUNDATION, of PALMETTO, FL, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $4K in revenue, $8K in expenses, $32K in total assets. IRS filings disclose 14 grants awarded by this foundation, totaling roughly $67K.

EIN: 208621519 PALMETTO, FL Latest filing: 2024

Total Revenue$4K

Total Expenses$8K

Total Assets$32K

Grants Given14

Grant Total$67K

Filing Years2019–2024

Sample Grants Given

MICHIGAN TECH UNIVERSITY

HOUGHTON, MI · 2024

DONATION

$5,000

JUDICIAL WATCH

WASHINGTON, DC · 2024

DONATION

$1,200

JUDICIAL WATCH

WASHINGTON, DC · 2023

DONATION

$1,200

MICHIGAN TECH UNIVERSITY

HOUGHTON, MI · 2022

DONATION

$22,000

JUDICIAL WATCH

WASHINGTON, DC · 2022

DONATION

$1,200

Showing up to 5 of 14 total records — full history available with membership.

Officers & Directors

PRES./TREASU Alton R Berquist

SECRETARY Joan K Berquist

Officer compensation and complete director data available with membership.

Top Grant Purposes

DONATION

$54,200 12 grants

SCHOLARSHIP

$12,500 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$4K	$8K	$32K
2023	$2K	$4K	$37K
2022	$3K	$25K	$38K
2020	$6K	$2K	$78K
2019	$8K	$23K	$74K

Between 2019 and 2024, reported annual revenue declined from $8K to $4K (-54%), with total assets most recently reported at $32K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in DC, MI, VA.

DCMIVA

Full geographic grant map with state-by-state breakdown available with membership.

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports