The John Bertram House Inc is a private foundation focused on Housing & Shelter, based in SALEM, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.3M in total assets. In 2024, it made $466K in qualifying distributions. Net investment income was $211K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.3M
-1.7% YoY
Revenue
$2.2M
-0.9% YoY
Qualifying Distributions
$466K
+7.4% YoY
Expenses
$2.5M
-1.3% YoY
About The John Bertram House Inc
Based on IRS filings
The John Bertram House Inc is a private foundation focused on Housing & Shelter, based in SALEM, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.3M in total assets. In 2024, it made $466K in qualifying distributions. Net investment income was $211K.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,288,575 | $5,379,183 | $5,392,387 |
| Revenue | $2,221,574 | $2,242,100 | $2,159,937 |
| Expenses | $2,455,025 | $2,486,210 | $2,386,042 |
| Qualifying Distributions | $466,080 | $434,005 | $391,411 |
| Net Investment Income | $210,940 | $182,633 | $132,530 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JACK FARADY | DIRECTOR | 1 | — |
| ROBERT MAZZARINO | DIRECTOR (THROUGH JUNE 2024) | 1 | — |
| EMILY LOPEZ | CLERK/DIRECTOR | 1 | — |
| CATHY FAVREAU | VP/DIRECTOR | 1 | — |
| JONATHAN CURTIS | PRESIDENT/DIRECTOR | 1 | — |
| TOM EGAN | DIRECTOR (THROUGH JUNE 2024) | 1 | — |
| SARAH STERLING | EXECUTIVE DIRECTOR | 40 | $120,809 |
| SALLY PLAUCHE | DIRECTOR | 1 | — |
| ERIKA HERRERA | FINANCE DIRECTOR | 12 | — |
| CAROL HEDSTROM | DIRECTOR | 1 | — |
| MATTHEW CORNELL | DIRECTOR | 1 | — |
| CHRISTOPHER BOOTH | TREASURER /DIRECTOR | 1 | — |
| LISA DIGIANNI | DIRECTOR (APPT. JUNE 2024) | 1 | — |
| MARGARET DILLON | DIRECTOR (APPT. JUNE 2024) | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The John Bertram House Inc?
The John Bertram House Inc is a private foundation focused on Housing & Shelter, based in SALEM, MA. It holds $5.3M in total assets as of 2024.
How large is The John Bertram House Inc?
As of 2024, The John Bertram House Inc holds $5.3M in total assets with $2.2M in annual revenue.
What is The John Bertram House Inc's EIN?
The John Bertram House Inc's EIN (Employer Identification Number) is 04-2103743. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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