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Nonprofit · EIN 52-2256192

JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC

Tax-exempt · TROY, NY 12181

Financials

$519K$419K2023$467K$447K2024
Revenue Expenses · by fiscal year end
Financials of JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$467,092$446,695$20,397$5,734,140$0$5,734,140
May 31, 2024990-PF$519,233$418,643$100,590$5,713,743$0$5,713,743
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$2,115
Dividends
$97,084
Interest
$93,883
Net gain from sales of assets
$274,010

Expenses

Grants and similar amounts paid
$300,000
Compensation of officers, directors and key employees
$25,500
Salaries, compensation and benefits (total)
$50,000
Disbursements for charitable purposes
$340,442
Excise tax on investment income
$5,341

Balance sheet and other

Total assets, start of year
$5,713,743
Total assets, end of year
$5,734,140
Total liabilities, end of year
$0
Net assets, end of year
$5,734,140
Fair market value of assets
$6,727,409
Qualifying distributions
$340,442
Net investment income
$464,977

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JENNA F WHALEN
PO BOX 1302, TROY, NY 12181
SECRETARY1$4,500
SR LAUREN VANDERMARK CSJ
PO BOX 1302, TROY, NY 12181
TREASURER1$4,500
ELIZABETH SIMCOE
PO BOX 1302, TROY, NY 12181
DIRECTOR1$4,500
MARY P WHALEN
PO BOX 1302, TROY, NY 12181
VICE CHAIRMA1$4,500
SR SERENA THOMPSON CSJ
PO BOX 1302, TROY, NY 12181
DIRECTOR1$3,000
PHILIP J WHALEN
PO BOX 1302, TROY, NY 12181
CHAIRMAN1$3,000
SR RENEE ADAMANY CSJ
PO BOX 1302, TROY, NY 12181
DIRECTOR1$1,500
990-PF for the year ended May 31, 2024: 7 people
NameTitleHours / weekCompensation
SR SERENA THOMPSON CSJ
PO BOX 1302, TROY, NY 12181
DIRECTOR1$3,000
JENNA F WHALEN
PO BOX 1302, TROY, NY 12181
SECRETARY1$3,000
SR LAUREN VANDERMARK CSJ
PO BOX 1302, TROY, NY 12181
TREASURER1$3,000
PHILIP J WHALEN
PO BOX 1302, TROY, NY 12181
CHAIRMAN1$3,000
SR RENEE ADAMANY CSJ
PO BOX 1302, TROY, NY 12181
DIRECTOR1$3,000
ELIZABETH SIMCOE
PO BOX 1302, TROY, NY 12181
DIRECTOR1$3,000
MARY P WHALEN
PO BOX 1302, TROY, NY 12181
VICE CHAIRMA1$3,000

Address and contacts

Address (IRS master file)
PO BOX 1302, TROY, NY 12181-1302
In care of
% VENABLE LLP
Signed the 990-PF
PHILIP J WHALEN, CHAIRMAN
Phone
(917) 682-1264
Return prepared by
LK STRATEGIES LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
52-2256192
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2002
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$5,734,140
Income (IRS master file)
$4,804,806

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$467,092$446,695$5,734,140IRS
990-PFMay 2024$519,233$418,643$5,713,743XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––IRS
990-PFMay 2020–––IRS
990-PFMay 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-2256192).

Questions about JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC

What is the EIN of JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC?
The employer identification number (EIN) of JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC is 52-2256192.
Is JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC?
The 990-PF for the year ended May 31, 2025 lists 7 people; 7 received compensation from the organization, the highest $4,500 (JENNA F WHALEN, SECRETARY).
How much revenue does JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $467,092, expenses of $446,695 and total assets of $5,734,140 at year end.

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