The John Marie And Joseph Whalen | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The John Marie And Joseph Whalen. Data shown is extracted from Form 990-PF filings.

EIN: 52-2256192

Foundation Overview

Based in Troy, NY, The John Marie And Joseph Whalen has awarded 62 grants totaling $2,692,389 to organizations in New York, Missouri and 1 other state across the US. Individual grants range from $655 to $250,000, with a median award of $25,000.

Latest Tax Year
2023
Total Giving (all years)
$2,692,389
Total Assets
$6,629,320
Median Grant (all grants)
$25,000

Latest Form 990-PF Snapshot

Total Grants
12
Median Grant
$23,750
% Median Grant Decline
-21% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Growth-Minded: 67%

8 of 12 recipients (67%) were new grantees. Foundation actively seeks new partnerships to expand impact. Fresh approaches and innovative programs receive serious consideration.

Geographic Focus
New York

94% of all grants are concentrated in New York, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within New York, funding concentrates in Albany (43%), Latham (14%), Briarcliff Manor (9%).

Funding Trajectory
+74%

Strong 74% growth in annual giving over 7 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
Community Projects + 3 others

Diversified giving across multiple program areas with primary emphasis on community projects (50%). This broad approach suggests openness to various causes and innovative cross-sector solutions.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The John Marie And Joseph Whalen's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Lindsey Marie Whalen Foundation $25,000 Briarcliff Manor, NY, US See General Footnote 2023
Sisters Of St Joseph $195,000 Latham, NY, US See General Footnote 2023
Olv Early Childhood Program $22,500 Troy, NY, US See General Footnote 2023
Ignatian Volunteer Corps $3,500 Albany, NY, US See General Footnote 2023
Catholic Charities Of Saratoga $35,000 Saratoga Springs, NY, US See General Footnote 2023
North Country Catholic $3,053 Cambridge, NY, US See General Footnote 2023
Lindsey Marie Whalen Foundation $25,000 Briarcliff Manor, NY, US See General Footnote 2023
Sisters Of St Joseph $195,000 Latham, NY, US See General Footnote 2023
Olv Early Childhood Program $22,500 Troy, NY, US See General Footnote 2023
Ignatian Volunteer Corps $3,500 Albany, NY, US See General Footnote 2023
Catholic Charities Of Saratoga $35,000 Saratoga Springs, NY, US See General Footnote 2023
North Country Catholic $3,053 Cambridge, NY, US See General Footnote 2023
St Anthony Of Padua Church $115,000 Troy, NY, US To Support Various Church Renovation 2022
Family Promise Of The Capital Regio $60,000 Albany, NY, US To Support Program Services Project 2022
Ignatian Volunteer Corps $5,000 Albany, NY, US To Support Hiring Part-time Manager 2022
Underground Railroad History Projec $30,000 Albany, NY, US Support The Project Of U.r. Educatio 2022
Lindsay Marie Whalen Foundation $25,000 Briarcliff Manor, NY, US Funding Initiatives Aimed At Facilit 2022
St Anthony Of Padua Church $115,000 Troy, NY, US To Support Various Church Renovation 2022
Family Promise Of The Capital Regio $60,000 Albany, NY, US To Support Program Services Project 2022
Ignatian Volunteer Corps $5,000 Albany, NY, US To Support Hiring Part-time Manager 2022
Underground Railroad History Projec $30,000 Albany, NY, US Support The Project Of U.r. Educatio 2022
Lindsay Marie Whalen Foundation $25,000 Briarcliff Manor, NY, US Funding Initiatives Aimed At Facilit 2022
St Anthony Of Padua Church $115,000 Troy, NY, US To Support Various Church Renovation 2022
Family Promise Of The Capital Regio $60,000 Albany, NY, US To Support Program Services Project 2022
Ignatian Volunteer Corps $5,000 Albany, NY, US To Support Hiring Part-time Manager 2022
Underground Railroad History Projec $30,000 Albany, NY, US Support The Project Of U.r. Educatio 2022
Lindsay Marie Whalen Foundation $25,000 Briarcliff Manor, NY, US Funding Initiatives Aimed At Facilit 2022
All Saints Catholic Academy $44,285 Albany, NY, US To Fund Full-time Academic Support 2021
Siena College Franciscan Statues $50,000 Loudonville, NY, US To Help Fund Installation Of Statues 2021
Underground Railroad History Projec $30,000 Albany, NY, US To Support Young Abolotionist Leader 2021
Dominican Retreat House Inc $25,000 Niskayuna, NY, US Capacity Building For Long Term Sust 2021
Catholic Charities Housing Inc $28,782 Albany, NY, US To Support Security Guards At St. Pe 2021
Sisters Of St Joseph $250,000 St Louis, MO, US 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. 2020
Family Promise Of The Capital Regio $40,000 Albany, NY, US Support Of The Program Services Project, The Backbone Of Fpcrs Model Of Care, And Essential To Attaining The Ultimate Goal Of Decreasing The Number Of Homeless And Chronically Homeless Families In The Capital Region. The Funding Will Support Case Management Services. 2020
Blessed Sacrament School $47,000 Albany, NY, US To Recruit, Appoint And Orient A Part-time Director Of Advancement And Purchase Of Needed Equipment Including Raisers Edge A Donor Management And Fundraising Software. 2020
Sisters Of St Joseph $210,000 St Louis, MO, US To Support Necessary Building Renovations For The Establishment Of A Pace Program Which Provides Services To Eligible Residents In The Surrounding Area. 2019
Marie Whalen Education Project $5,750 Latham, NY, US To Encourage And Enthuse Young Students To Pursue Science, Technology, Engineering, Arts And Mathematics Through Creative Hands-on Projects. 2019
Church Of St Vincent De Paul $30,000 Albany, NY, US To Purchase A Mini-van For Use In Outreach Programs In The Parish Such The Food Pantry, Delivery Of Food To Housebound Elderly And Volunteer Service Programs For The Youth. 2019
Siena College $30,000 Loudonville, NY, US To Support The Purchase Of Seven Volumes Of The Saint Johns Bible Heritage Edition For Use At Siena College And Throughout The Albany Diocese. 2019
St Mary's Healthcare Foundation $5,000 Amsterdam, NY, US Reach Out And Read Program: To Support Pediatricians Efforts To Provide Childrens Books And Prescribe Reading To Low-income Parents During A Childs Crucial Window Of Development. 2018
Marie Whalen Education Project $5,750 Latham, NY, US To Encourage And Enthuse Young Students To Pursue Science, Technology, Engineering, Arts And Mathematics Through Creative Hands-on Projects. 2018
Society Of The Sisters Of St Joseph $250,000 Latham, NY, US 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. 2018
Catholic Charities Saratoga $25,000 Saratoga Springs, NY, US To Provide Operational Funding For Marys Haven, A Community Home For The Dying Who Are Living Alone Or Without A Primary Caregiver. 2018
Siena College $30,000 Loudonville, NY, US St. John's Bible Heritage Project: To Support The Purchase Of The Seven Volume Bible Heritage Edition For Use At Siena College And Throughout The Diocese Of Albany, Ny. 2018
Capital Area Faith Foundation $655 Albany, NY, US To Support A Weekend Program On Welcoming The Stranger Among Us. 2018
St Mary's Healthcare Foundation $5,000 Amsterdam, NY, US To Support Pediatricians' Efforts To Provide Children's Books And Prescribe Reading To Low-income Parents. 2017
Catholic School Officerc Diocese $25,400 Albany, NY, US To Support A Theater Arts Program As Part Of The English Curriculum In Selected Schools In The Diocese. 2017
Marie Whalen Education Project $5,986 Latham, NY, US To Encourage Young Students To Pursue Science, Technology, Engineering, Arts And Mathematics Through Creative Hands-on Projects. 2017
Bishop Maginn High School $5,000 Albany, NY, US To Support Faculty Through Focused Workshops To Develop And Implement Project-based Learning Activities. 2017
Catholic Charities Saratoga $25,000 Saratoga Springs, NY, US To Provide Operational Funding For Marys Haven, A Community Home For The Dying For Those Living Alone Or Without A Primary Caregiver. 2017
Chucrh Of St Vincent De Paul $22,000 Albany, NY, US To Support A Broad Based Community Effort To Identify Pathways/resources That Will Enable Immigrant/refugee Women To Achieve Economic Stability For Their Families In The Capital Region. 2017
Family Promise Of The Capital Regio $30,000 Albany, NY, US To Support Case Management Services In Partnership With Faith Communities As They Enable Homeless Families To Achieve Independence. 2017
Siena College $30,000 Loudonville, NY, US To Support The Purchase Of The Seven Volumes Of The St. Johns Bible Heritage Edition For Use At Siena College And Throughout The Diocese Of Albany. 2017
Sisters Of St Joseph $17,500 St Louis, MO, US Funding Of The Seeding Our Future Program To Foster Development Of Leadership. 2016
Medicus Christi Ltd $5,000 Menands, NY, US Support For Clinical Instruction And Educational Resources To An Orthopedic Surgery Facility In Ghana 2016
St Mary's Healthcare Foundation $18,500 Amsterdam, NY, US 1)to Support The Mission And Values Of Key Personnel In Two Healthcare Settings2) To Support Pediatricians' Efforts To Provide Children's Books And Prescribe Reading To Low-income Parents. 2016
Catholic School Officerc Diocese $24,675 Albany, NY, US To Provide Program Support In Four Schools As Part Of The English Curriculum. 2016
Roman Catholioc Diocese $25,000 Albany, NY, US 1)holy Ground Program To Develop Spiritual Directors2)grant To Fund The Redesign Of The Website To Improve Visual Appeal And Functionality. 2016
Marie Whalen Education Project $5,000 Latham, NY, US To Encourage Young People To Take Up Science, Technology, Engineering, Arts And Mathematics 2016
Consultation Center Diocese Of Alba $18,000 Albany, NY, US Funding To Support The Formation Of Spiritual Directors. 2016
Federation Of The Diocesan Liturgy $12,000 Washington, DC, US To Support Attendance Of Albany Diocesan Clergy And Laity At The Annual Meeting Hosted By The Diocese. 2016
Society Of The Sisters Of St Joseph $38,000 Latham, NY, US 1) To Fund A Preliminary Market Analysis And Real Estate Appraisal Of Land And Buildings As Part Of A Long-range Planning Process.2) To Fund The Design And Programming Of A New Website And Mobile Version. 2016

Foundations Similar to The John Marie And Joseph Whalen

Discover 5 foundations with comparable assets ($6,589,700-$6,647,654), similar grant patterns, and geographic focus in NY that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 20-2346119 | 137 grants awarded
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$20,000
median grant
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Same state
100%
Excellent match

EIN: 26-1774810 | 197 grants awarded
$6,647,272
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$15,000
median grant
New York, NY
Same state
100%
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EIN: 20-5921960 | 71 grants awarded
$6,647,654
(≈ Similar)
$50,000
median grant
Albany, NY
Same state
100%
Excellent match

EIN: 22-2537870 | 65 grants awarded
$6,592,401
(≈ Similar)
$25,000
median grant
Elmira, NY
Same state
100%
Excellent match

EIN: 13-6160958 | 155 grants awarded
$6,589,700
(≈ Similar)
$15,000
median grant
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Same state
100%
Excellent match

Contact Information

Official contact details for The John Marie And Joseph Whalen as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 52-2256192
Website N/A
Address PO BOX 1302 Troy, NY 12181-1302

Key People (7)

Board members, trustees, and key staff who oversee The John Marie And Joseph Whalen's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Director Sr Serena Thompson Csj
Secretary Jenna F Whalen
Treasurer Sr Lauren Vandermark Csj
Chairman Philip J Whalen
Director Sr Renee Adamany Csj

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The John Marie And Joseph Whalen is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.