The Florida State Capitol

Form 990-PFTax year 2024EIN 20-8621519

The Rick & Jo Berquist Foundation

A private foundation in Palmetto, FL. Its return for tax year 2024 lists 2 grants and $6,200 paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $6,200

    Grants listed
    2
    Assets, end of year
    $32,167
  • Tax year 2023

    $1,200

    Grants listed
    1
    Assets, end of year
    $36,668
  • Tax year 2022

    $23,200

    Grants listed
    2
    Assets, end of year
    $38,476
  • Tax year 2021

    $22,000

    Grants listed
    4
    Assets, end of year
    $60,276
  • Tax year 2020

    $1,300

    Grants listed
    2
    Assets, end of year
    $77,787
  • Tax year 2019

    $21,600

    Grants listed
    4
    Assets, end of year
    $73,965
  • Tax year 2018

    $8,200

    Grants listed
    2
    Assets, end of year
    $88,201

Grants paid in 2024

2 grants, largest first

As listed on the return.

  1. Michigan Tech UniversityHoughton, MI

    Donation

    $5,000
  2. Judicial Watch Judicicial WatchWashington, DC

    Donation

    $1,200

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Public affairs1 grant $1,200100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Michigan1 grant $5,000
  2. District of Columbia1 grant $1,200

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Alton R BerquistPRES./TREASU Hours 0Pay $0
  • Joan K BerquistSECRETARY Hours 0Pay $0

The return

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