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Also known as: FOUNDATION INC
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John Marie And Joseph Whalen Foundation Inc. is a private corporation based in TROY, NY. The foundation received its IRS ruling in 2002. The principal officer is Venable Llp. It holds total assets of $5.7M. Annual income is reported at $4.8M. Total assets have grown from $4M in 2011 to $5.7M in 2024. The foundation is governed by 9 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2024. The foundation primarily funds organizations in New York and Missouri. According to available records, John Marie And Joseph Whalen Foundation Inc. has made 24 grants totaling $1.3M, with a median grant of $30K. The foundation has distributed between $178K and $470K annually from 2021 to 2024. Grantmaking activity was highest in 2023 with $470K distributed across 10 grants. Individual grants have ranged from $3K to $250K, with an average award of $53K. The foundation has supported 15 unique organizations. Grants have been distributed to organizations in New York and Missouri. Contributions to this foundation are tax-deductible.
Smallest Grant
$40K
Median Grant
$47K
Average Grant
$112K
Largest Grant
$250K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
John Marie And Joseph Whalen Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 24 grants. Its grantmaking reaches organizations primarily in NY, MO.
John Marie And Joseph Whalen Foundation Inc. has distributed a total of $1.3M across 24 grants. The median grant size is $30K, with an average of $53K. Individual grants have ranged from $3K to $250K.
John Marie And Joseph Whalen Foundation Inc. typically selects its grantees rather than accepting unsolicited proposals.
John Marie And Joseph Whalen Foundation Inc. is headquartered in TROY, NY. While based in NY, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Philip J Whalen | CHAIRMAN | $3K | $0 | $3K |
| Bishop Howard Hubbard | DIRECTOR | $3K | $0 | $3K |
| Renee Adamany | DIRECTOR | $3K | $0 | $3K |
| Mary P Whalen | DIRECTOR | $3K | $0 | $3K |
| Sister Serena Thompson | SEC/TREASURE | $3K | $0 | $3K |
| Jenna Whalen | DIRECTOR | $3K | $0 | $3K |
| Elizabeth Simcoe | DIRECTOR | $3K | $0 | $3K |
| Sister Lauren Vandermark | DIRECTOR | $3K | $0 | $3K |
| Father Kenneth Doyle | VICE CHAIRMA | $2K | $0 | $2K |
Total Giving
N/A
Total Assets
$5.7M
Fair Market Value
N/A
Net Worth
$5.7M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
24
Total Giving
$1.3M
Average Grant
$53K
Median Grant
$30K
Unique Recipients
15
Most Common Grant
$25K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Sisters Of St JosephSEE GENERAL FOOTNOTE | Latham, NY | $195K | 2024 |
| Blessed Sacrament SchoolTo recruit, appoint and orient a part-time Director of Advancement and purchase of needed equipment including Raisers Edge a donor management and fundraising software. | Albany, NY | $47K | 2021 |
| Catholic Charities Of SaratogaSEE GENERAL FOOTNOTE | Saratoga Springs, NY | $35K | 2024 |
| Lindsey Marie Whalen FoundationSEE GENERAL FOOTNOTE | Briarcliff Manor, NY | $25K | 2024 |
| Olv Early Childhood ProgramSEE GENERAL FOOTNOTE | Troy, NY | $23K | 2024 |
| Ignatian Volunteer CorpsSEE GENERAL FOOTNOTE | Albany, NY | $4K | 2024 |
| North Country CatholicSEE GENERAL FOOTNOTE | Cambridge, NY | $3K | 2024 |
| St Anthony Of Padua ChurchTO SUPPORT VARIOUS CHURCH RENOVATION | Troy, NY | $115K | 2023 |
| Family Promise Of The Capital RegioTO SUPPORT PROGRAM SERVICES PROJECT | Albany, NY | $60K | 2023 |
| Underground Railroad History ProjecSUPPORT THE PROJECT OF U.R. EDUCATIO | Albany, NY | $30K | 2023 |
| Lindsay Marie Whalen FoundationFUNDING INITIATIVES AIMED AT FACILIT | Briarcliff Manor, NY | $25K | 2023 |
| Siena College Franciscan StatuesTO HELP FUND INSTALLATION OF STATUES | Loudonville, NY | $50K | 2022 |
| All Saints Catholic AcademyTO FUND FULL-TIME ACADEMIC SUPPORT | Albany, NY | $44K | 2022 |
| Catholic Charities Housing IncTO SUPPORT SECURITY GUARDS AT ST. PE | Albany, NY | $29K | 2022 |
| Dominican Retreat House IncCAPACITY BUILDING FOR LONG TERM SUST | Niskayuna, NY | $25K | 2022 |