Public nonprofit record
THE RICK & JO BERQUIST FOUNDATION
EIN 20-8621519 · Private Grantmaking Foundations (T20)
What they do
THE RICK & JO BERQUIST FOUNDATION
Money
Tax year 2024Financial picture
Revenue$3,839
Expenses$8,340
Assets$39,685
Income$14,625
Grants given$83,700
Average grant$4,924
Stocks and bonds$38,584
Accounting fees$1,500
Investing fees$622
About this charity
- Recognized since
- January 2007
- Location
- 130 RIVIERA DUNES WAY 1203, PALMETTO, FL 34221
- County
- Manatee
- In care of
- ALTON R BERQUIST
- Primary officer
- ALTON R BERQUIST, PRES./TREASU
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- January 1, 2024
- Return type
- 990PF
- Tax preparer
- SCHNEIDER LARCHE HAAPALA & CO PLLC
- NTEE classification
- Private Grantmaking Foundations (T20)
- IRS tax category
- Private Grantmaking Foundations
- Grant-giving organization
- Yes
More public IRS record details
These are classification codes from the organization’s public nonprofit record.
- Subsection
- 03
- Affiliation
- 3
- Classification
- 1000
- Deductibility
- 1
- Foundation
- 04
- Organization
- 1
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