The Rick & Jo Berquist Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Rick & Jo Berquist Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 20-8621519
Foundation Overview
Based in Palmetto, FL, The Rick & Jo Berquist Foundation has awarded 19 grants totaling $118,500 to organizations in District of Columbia, Georgia and 1 other state across the US. Individual grants range from $100 to $22,000, with a median award of $1,200.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
53% of grants are awarded in District of Columbia, with additional funding distributed across 2 other locations. The foundation balances regional focus with broader geographic diversity. Within District of Columbia, funding concentrates in Washington (80%), Washington Dc (20%).
Funding Trajectory
Moderate 24% growth trend over 8 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.
Program Areas
Dual focus on general purposes (67%) and education, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Rick & Jo Berquist Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Judicial Watch | $1,200 | Washington, DC, US | Donation | 2024 |
| Michigan Tech University | $5,000 | Houghton, MI, US | Donation | 2024 |
| Judicial Watch | $1,200 | Washington, DC, US | Donation | 2023 |
| Judicial Watch | $1,200 | Washington, DC, US | Donation | 2022 |
| Michigan Tech University | $22,000 | Houghton, MI, US | Donation | 2022 |
| Judicial Watch | $1,200 | Washington, DC, US | Donation | 2022 |
| Michigan Tech University | $22,000 | Houghton, MI, US | Donation | 2022 |
| Judicial Watch | $1,200 | Washington, DC, US | Donation | 2022 |
| Michigan Tech University | $22,000 | Houghton, MI, US | Donation | 2022 |
| Judicial Watch | $1,600 | Washington, DC, US | Donation | 2021 |
| Hillsdale College | $200 | Washington Dc, DC, US | Donation | 2021 |
| Faith & Freedom Coalition | $200 | Duluth, GA, US | Donation | 2021 |
| Michigan Tech University | $20,000 | Houghton, MI, US | Donation | 2021 |
| Judicial Watch | $1,200 | Washington, DC, US | Donation | 2020 |
| Hillsdale College | $100 | Washington Dc, DC, US | Donation | 2020 |
| Michigan Tech University Foundation | $7,500 | Houghton, MI, US | Scholarship | 2018 |
| Judicial Watch | $700 | Washington, DC, US | Donation | 2018 |
| Michigan Tech University Foundation | $5,000 | Houghton, MI, US | Scholarship | 2017 |
| Michigan Tech University Foundation | $5,000 | Houghton, MI, US | Scholarship | 2016 |
Foundations Similar to The Rick & Jo Berquist Foundation
Discover 5 foundations with comparable assets ($39,111-$40,504), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Burnetti Children's Foundation Inc
EIN: 59-3760786 | 48 grants awarded |
$39,842
(≈ Similar) |
$2,400
median grant |
Lakeland, FL
Same state |
|
|
S W Yingling Trust
EIN: 23-6232310 | 3 grants awarded |
$40,065
(≈ Similar) |
$767
median grant |
Orlando, FL
Same state |
|
|
Kevin Clark Hullihan Foundation
EIN: 65-1002798 | 4 grants awarded |
$39,111
(≈ Similar) |
$2,000
median grant |
North Palm Beach, FL
Same state |
|
|
The Ashby Foundation Inc
EIN: 59-2570514 | 12 grants awarded |
$40,265
(≈ Similar) |
$2,000
median grant |
Sarasota, FL
Same state |
|
|
Realtor Association Of Greater Fort Lauderdale Charitable Foundation Inc
EIN: 65-0003512 | 187 grants awarded |
$40,504
(≈ Similar) |
$2,059
median grant |
West Palm Beach, FL
Same state |
|
Related Foundation Resources in FL:
Contact Information
Official contact details for The Rick & Jo Berquist Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 20-8621519 |
| Website | N/A |
| Address | 130 RIVIERA DUNES WAY 1203 Palmetto, FL 34221-0000 |
Key People (2)
Board members, trustees, and key staff who oversee The Rick & Jo Berquist Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Pres./treasu | Alton R Berquist |
|---|---|
| Secretary | Joan K Berquist |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Rick & Jo Berquist Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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