Nonprofit · EIN 20-8621519
RICK AND JO BERQUIST FOUNDATION
Tax-exempt · PALMETTO, FL 34221
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,839 | $8,340 | -$4,501 | $32,167 | $0 | $32,167 |
| December 31, 2023 | 990-PF | $1,756 | $3,564 | -$1,808 | $36,668 | $0 | $36,668 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $985
- Net gain from sales of assets
- $2,798
- Other income
- $56
Expenses
- Grants and similar amounts paid
- $6,200
- Disbursements for charitable purposes
- $6,200
Balance sheet and other
- Total assets, start of year
- $36,668
- Total assets, end of year
- $32,167
- Total liabilities, end of year
- $0
- Net assets, end of year
- $32,167
- Fair market value of assets
- $39,685
- Qualifying distributions
- $6,200
- Net investment income
- $1,920
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALTON R BERQUIST 130 RIVIERA DUNES WAY 1203, PALMETTO, FL 34221 | PRES./TREASU | 0 | $0 |
| JOAN K BERQUIST 130 RIVIERA DUNES WAY 1203, PALMETTO, FL 34221 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALTON R BERQUIST 130 RIVIERA DUNES WAY 1203, PALMETTO, FL 34221 | PRES./TREASU | 0 | $0 |
| JOAN K BERQUIST 130 RIVIERA DUNES WAY 1203, PALMETTO, FL 34221 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 130 RIVIERA DUNES WAY APT 1203, PALMETTO, FL 34221-7112
- In care of
- % SALVATORE J LAMENDOLA
- Signed the 990-PF
- ALTON R BERQUIST, PRES./TREASU
- Phone
- (561) 627-9493
- Return prepared by
- SCHNEIDER LARCHE HAAPALA & CO PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-8621519
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $32,167
- Income (IRS master file)
- $14,625
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,756 | $3,564 | $36,668 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about RICK AND JO BERQUIST FOUNDATION
- What is the EIN of RICK AND JO BERQUIST FOUNDATION?
- The employer identification number (EIN) of RICK AND JO BERQUIST FOUNDATION is 20-8621519.
- Is RICK AND JO BERQUIST FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to RICK AND JO BERQUIST FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICK AND JO BERQUIST FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICK AND JO BERQUIST FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RICK AND JO BERQUIST FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of RICK AND JO BERQUIST FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does RICK AND JO BERQUIST FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,839, expenses of $8,340 and total assets of $32,167 at year end.
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