The John Marie and Joseph Whalen
The John Marie and Joseph Whalen is a private foundation, 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.
The John Marie and Joseph Whalen at a glance
In short: The John Marie and Joseph Whalen gave $300K across 4 grants in 2025 (avg $75K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $300,000
- +5.6% vs 2024
- Grants made (2025)
- 4
- -33.3% vs 2024
- Average grant
- $75,000
- +58.4% vs 2024
- Median grant
- $62,500
- Total assets
- $5,734,140
- +0.4% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The John Marie and Joseph Whalen funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was School of the Holy Child ($125K). Together the top 4 received $300K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 14 grants of 23 (61%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How The John Marie and Joseph Whalen gives
- Giving grew 68% from 2022 to 2025. Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $178K (2022) to $337K (2021). In 2025 it made 4 grants totaling $300K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| Lindsey Marie Whalen Foundation Briarcliff Manor, NY | See General Footnote | $50,000 |
| Siena College Loudonville, NY | See General Footnote | $50,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,734,140 | $467,092 | $446,695 | $300,000 | 4 | $340,442 | $384,224 | $330,307 |
| 2024 | $5,713,743 | $519,233 | $418,643 | $284,053 | 6 | $316,024 | $385,835 | $307,641 |
| 2023 | $5,613,153 | $53,188 | $379,585 | $235,000 | 5 | $284,989 | $22,926 | $301,097 |
| 2022 | $5,940,075 | $594,928 | $369,467 | $178,067 | 5 | $281,259 | $480,432 | $336,263 |
| 2021 | $5,714,089 | $829,156 | $411,615 | $337,000 | 3 | — | $767,847 | $313,925 |
| 2020 | $5,296,548 | $340,377 | $349,275 | $275,750 | 4 | — | $280,899 | $289,243 |
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.
Leadership & Key People
Officers and directors from IRS filings
The John Marie and Joseph Whalen is led by Philip J. Whalen, Chairman on every filing since 2020; all 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Philip J. Whalen
Chairman
On filings since 2020
1 hr/week
$2K (2020) → $3K (2025)
Elizabeth Simcoe
Director
On filings since 2020
1 hr/week
$2K (2020) → $5K (2025)
Sr Renee Adamany Csj
Director & Treasurer
On filings since 2024
1 hr/week
$3K (2024) → $5K (2025)
Mary P. Whalen
Vice Chairman
Director → Vice Chairman, 2024
On filings since 2020
1 hr/week
$2K (2020) → $5K (2025)
Jenna F. Whalen
Secretary
Director → Secretary, 2024
On filings since 2021
1 hr/week
$2K (2021) → $5K (2025)
Former officers (5)
- Former: Bishop Howard Hubbard (2020–2023) — Director
- Former: Father Kenneth Doyle (2020–2023) — Vice Chairman
- Former: Renee Adamany (2020–2023) — Director
- Former: Sister Lauren Vandermark (2020–2023) — Director
- Former: Sister Serena Thompson (2020–2023) — Secretary & Treasurer
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to Jenna F Whalen (Secretary). 7 officers or directors reported compensation on that filing.
Frequently asked questions about The John Marie and Joseph Whalen
How much does The John Marie and Joseph Whalen give each year?
The John Marie and Joseph Whalen gave $300K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $284K across 6 grants.
What is The John Marie and Joseph Whalen's typical grant size?
The John Marie and Joseph Whalen's median grant in 2025 was $62,500, and its average grant was $75,000, across 4 grants on its 2025 IRS Form 990-PF.
Where does The John Marie and Joseph Whalen give grants?
The John Marie and Joseph Whalen gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does The John Marie and Joseph Whalen give general operating support?
Yes: 100% of The John Marie and Joseph Whalen's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is The John Marie and Joseph Whalen?
The John Marie and Joseph Whalen reported $5.7M in total assets on its 2025 IRS Form 990-PF. It paid out $340K in qualifying distributions that year, against a required minimum of $330K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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