Rick And Jo Berquist Foundation

Palmetto, FL
Tax-exempt since Oct. 2007
EIN: 20-8621519

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$3.84k (2024)

Expenses

$8.34k (2024)

Total Assets

$32.2k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$3,839

Expenses

$8,340

Net Income

-$4,501

Net Assets

$32,167

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$985	25.7%
Sales of Assets	$2,798	72.9%
Other Income	$56	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,200	74.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,167
Total Liabilities	$0
Net Assets	$32,167

Compensation

Key Employees and Officers	Compensation	Other
Alton R Berquist (Pres./Treasu)	$0	$0
Joan K Berquist (Secretary)	$0	$0

990-PF

Filed on Nov. 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$1,756

Expenses

$3,564

Net Income

-$1,808

Net Assets

$36,668

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,010	57.5%
Sales of Assets	$612	34.9%
Other Income	$134	7.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,200	33.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$36,668
Total Liabilities	$0
Net Assets	$36,668

Compensation

Key Employees and Officers	Compensation	Other
Alton R Berquist (Pres./Treasu)	$0	$0
Joan K Berquist (Secretary)	$0	$0

990-PF

Filed on Nov. 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$3,494

Expenses

$25,294

Net Income

-$21,800

Net Assets

$38,476

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,084	31.0%
Sales of Assets	$2,329	66.7%
Other Income	$81	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,200	91.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$38,476
Total Liabilities	$0
Net Assets	$38,476

Compensation

Key Employees and Officers	Compensation	Other
Alton R Berquist (Pres./Treasu)	$0	$0
Joan K Berquist (Secretary)	$0	$0

990-PF

Filed on Nov. 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$6,887

Expenses

$24,398

Net Income

-$17,511

Net Assets

$60,276

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,866	27.1%
Sales of Assets	$4,898	71.1%
Other Income	$123	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,000	90.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$60,276
Total Liabilities	$0
Net Assets	$60,276

Compensation

Key Employees and Officers	Compensation	Other
Alton R Berquist (Pres./Treasu)	$0	$0
Joan K Berquist (Secretary)	$0	$0

990-PF

Filed on Nov. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$6,046

Expenses

$2,224

Net Income

$3,822

Net Assets

$77,786

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,904	31.5%
Sales of Assets	$4,142	68.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,300	58.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$77,787
Total Liabilities	$1
Net Assets	$77,786

Compensation

Key Employees and Officers	Compensation	Other
Alton R Berquist (Pres./Treasu)	$0	$0
Joan K Berquist (Secretary)	$0	$0

990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$8,355

Expenses

$22,591

Net Income

-$14,236

Net Assets

$73,964

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,518	30.1%
Sales of Assets	$5,837	69.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,600	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$73,965
Total Liabilities	$1
Net Assets	$73,964

Compensation

Key Employees and Officers	Compensation	Other
Alton R Berquist (Pres./Treasu)	$0	$0
Joan K Berquist (Secretary)	$0	$0

990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$6,304

Expenses

$12,312

Net Income

-$6,008

Net Assets

$88,201

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,256	35.8%
Sales of Assets	$4,048	64.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,200	66.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$88,201
Total Liabilities	$0
Net Assets	$88,201

Compensation

Key Employees and Officers	Compensation	Other
Alton R Berquist (Pres./Treasu)	$0	$0
Joan K Berquist (Secretary)	$0	$0

990-PF

Filed on Nov. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$30,180

Expenses

$6,041

Net Income

$24,139

Net Assets

$94,209

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$21,053	69.8%
Interest Revenue	$0
Dividends	$2,255	7.5%
Sales of Assets	$6,860	22.7%
Other Income	$12	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,000	82.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$94,209
Total Liabilities	$0
Net Assets	$94,209

Compensation

Key Employees and Officers	Compensation	Other
Alton R Berquist (Pres./Treasu)	$0	$0
Joan K Berquist (Secretary)	$0	$0

990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$19,299

Expenses

$8,857

Net Income

$10,442

Net Assets

$70,070

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$19,661	> 100%
Interest Revenue	$0
Dividends	$1,538	8.0%
Sales of Assets	-$1,931
Other Income	$31	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,000	56.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$70,070
Total Liabilities	$0
Net Assets	$70,070

Compensation

Key Employees and Officers	Compensation	Other
Alton R Berquist (Pres./Treasu)	$0	$0
Joan K Berquist (Secretary)	$0	$0

990-PF

Filed on Nov. 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$23,619

Expenses

$42,770

Net Income

-$19,151

Net Assets

$59,628

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,522	86.9%
Interest Revenue	$0
Dividends	$1,535	6.5%
Sales of Assets	$1,549	6.6%
Other Income	$13	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,000	93.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$59,628
Total Liabilities	$0
Net Assets	$59,628

Compensation

Key Employees and Officers	Compensation	Other
Alton R Berquist (Pres./Treasu)	$0	$0
Joan K Berquist (Secretary)	$0	$0

990-PF

Filed on Nov. 3, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$34,546

Expenses

$41,057

Net Income

-$6,511

Net Assets

$78,779

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,220	58.5%
Interest Revenue	$0
Dividends	$1,977	5.7%
Sales of Assets	$12,308	35.6%
Other Income	$41	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,000	97.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$78,779
Total Liabilities	$0
Net Assets	$78,779

Compensation

Key Employees and Officers	Compensation	Other
Alton R Berquist (Pres./Treasu)	$0	$0
Joan K Berquist (Secretary)	$0	$0

990-PF

Filed on Nov. 16, 2015

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$17,264

Expenses

$41,272

Net Income

-$24,008

Net Assets

$85,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,789	16.2%
Sales of Assets	$14,463	83.8%
Other Income	$12	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,000	96.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$85,290
Total Liabilities	$0
Net Assets	$85,290

Compensation

Key Employees and Officers	Compensation	Other
Alton R Berquist (Pres./Treasu)	$0	$0
Joan K Berquist (Secretary)	$0	$0

990-PF

Filed on Nov. 17, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2012

Revenue

$6,453

Expenses

$22,140

Net Income

-$15,687

Net Assets

$109,298

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,984	61.7%
Sales of Assets	$2,409	37.3%
Other Income	$60	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,000	90.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$109,298
Total Liabilities	$0
Net Assets	$109,298

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$5,449

Expenses

$23,155

Net Income

-$17,706

Net Assets

$124,985

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,291	78.7%
Sales of Assets	$1,158	21.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,000	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$124,985
Total Liabilities	$0
Net Assets	$124,985

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

Rick And Jo Berquist Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.84k (2024)

Expenses $8.34k (2024)

Total Assets $32.2k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$3.84k (2024)

Expenses

$8.34k (2024)

Total Assets

$32.2k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007