Private Foundation

THE JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC

THE JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC is a private foundation categorized as Private Foundation based in TROY, NY. Its most recent IRS filing (2025) reports revenue of $467K, expenses of $447K, total assets of $5.7M. Imperigo tracks 41 reported grants from this foundation totaling approximately $2.1M.

EIN: 522256192 TROY, NY Latest filing: 2025

Total Revenue$467K

Total Expenses$447K

Total Assets$5.7M

Grants Given41

Grant Total$2.1M

Filing Years2021–2025

Sample Grants Given

SCHOOL OF THE HOLY CHILD

RYE, NY · 2024

SEE GENERAL FOOTNOTE

$125,000

FAMILY PROMISE OF THE CAPITAL REGIO

ALBANY, NY · 2024

SEE GENERAL FOOTNOTE

$75,000

SIENA COLLEGE

LOUDONVILLE, NY · 2024

SEE GENERAL FOOTNOTE

$50,000

LINDSEY MARIE WHALEN FOUNDATION

BRIARCLIFF MANOR, NY · 2024

SEE GENERAL FOOTNOTE

$50,000

SISTERS OF ST JOSEPH

LATHAM, NY · 2023

SEE GENERAL FOOTNOTE

$195,000

Showing up to 5 of 41 total records — full history available with membership.

Officers & Directors

DIRECTOR Elizabeth Simcoe

SECRETARY Jenna F Whalen

VICE CHAIRMA Mary P Whalen

CHAIRMAN Philip J Whalen

TREASURER Sr Lauren Vandermark Csj

DIRECTOR Sr Renee Adamany Csj

Officer compensation and complete director data available with membership.

Top Grant Purposes

SEE GENERAL FOOTNOTE

$584,053 10 grants

To provide funding to assist in the renovation of the ground floor of St. Josephs Provincial House to render the ground floor appropriate for use by the Eddy PACE Program in providing elder care to the sisters and wider community surrounding the Provincial House.

$250,000 1 grant

Renovation of a portion of St. Josephs Provincial House to enable cooperation with St. Peters Health Care Partners. The renovated area will be rented to the Eddy PACE Program. This collaboration will allow infirm sisters to receive medical services and allow the offering of similar services to persons in our area who are eligible.

$250,000 1 grant

To support necessary building renovations for the establishment of a PACE program which provides services to eligible residents in the surrounding area.

$210,000 1 grant

TO SUPPORT VARIOUS CHURCH RENOVATION

$115,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2025	$467K	$447K	$5.7M
2024	$519K	$419K	$5.7M
2023	$53K	$380K	$5.6M
2022	$595K	$369K	$5.9M
2021	$829K	$412K	$5.7M

Between 2021 and 2025, reported annual revenue declined from $829K to $467K (-44%), with total assets most recently reported at $5.7M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MO, NY.

MONY

Full geographic grant map with state-by-state breakdown available with membership.

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