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
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
No grants recorded for .
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
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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