The John Marie and Joseph Whalen is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TROY, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.7M in total assets. In 2025, it awarded 4 grants totaling $300K. Net investment income was $384K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.7M
+0.4% YoY
Annual Giving
$300K
+5.6% YoY
Grant Count
4
-33.3% YoY
Avg Grant Size
$75K
+58.4% YoY
Under IRS private-foundation payout rules, The John Marie and Joseph Whalen reported a distributable amount of $330K for 2025 — the minimum it must pay out in qualifying distributions.
About The John Marie and Joseph Whalen
Based on IRS filings
The John Marie and Joseph Whalen is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TROY, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.7M in total assets. In 2025, it awarded 4 grants totaling $300K. Net investment income was $384K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,734,140 | $5,713,743 | $5,613,153 |
| Revenue | $467,092 | $519,233 | $53,188 |
| Expenses | $446,695 | $418,643 | $379,585 |
| Qualifying Distributions | $340,442 | $316,024 | $284,989 |
| Net Investment Income | $384,224 | $385,835 | $22,926 |
| Distributable Amount | $330,307 | $307,641 | $301,097 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
Grant Size Distribution
23 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include School of the Holy Child ($125,000), Family Promise of the Capital Regio ($75,000), Lindsey Marie Whalen Foundation ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| LINDSEY MARIE WHALEN FOUNDATION BRIARCLIFF MANOR, NY | SEE GENERAL FOOTNOTE | $50,000 |
| SCHOOL OF THE HOLY CHILD RYE, NY | SEE GENERAL FOOTNOTE | $125,000 |
| FAMILY PROMISE OF THE CAPITAL REGIO ALBANY, NY | SEE GENERAL FOOTNOTE | $75,000 |
| SIENA COLLEGE LOUDONVILLE, NY | SEE GENERAL FOOTNOTE | $50,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SR SERENA THOMPSON CSJ | DIRECTOR | 1 | $3,000 |
| JENNA F WHALEN | SECRETARY | 1 | $4,500 |
| SR LAUREN VANDERMARK CSJ | TREASURER | 1 | $4,500 |
| PHILIP J WHALEN | CHAIRMAN | 1 | $3,000 |
| SR RENEE ADAMANY CSJ | DIRECTOR | 1 | $1,500 |
| ELIZABETH SIMCOE | DIRECTOR | 1 | $4,500 |
| MARY P WHALEN | VICE CHAIRMA | 1 | $4,500 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The John Marie and Joseph Whalen?
The John Marie and Joseph Whalen is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in TROY, NY. It holds $5.7M in total assets as of 2025.
How large is The John Marie and Joseph Whalen?
As of 2025, The John Marie and Joseph Whalen holds $5.7M in total assets with $467K in annual revenue. It awarded 4 grants totaling $300K in 2025.
Where does The John Marie and Joseph Whalen operate?
The John Marie and Joseph Whalen has awarded grants in Missouri, New York.
What size grants does The John Marie and Joseph Whalen award?
In 2025, The John Marie and Joseph Whalen awarded 4 grants totaling $300K — an average of about $75K per grant, based on its IRS Form 990 filings.
How much is The John Marie and Joseph Whalen required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The John Marie and Joseph Whalen reported a distributable amount of $330K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The John Marie and Joseph Whalen's EIN?
The John Marie and Joseph Whalen's EIN (Employer Identification Number) is 52-2256192. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in The John Marie and Joseph Whalen's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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