2024-10-07T12:01:37-04:00 2024-05-31 LK STRATEGIES LLC 314 HOOSICK ST TROY NY 121802073 990PF 2023-06-01 522256192 THE JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC JOHN 9176821264 PO BOX 1302 TROY NY 12181 PHILIP J WHALEN CHAIRMAN 9176821264 2024-10-07 true true LAWRENCE M KNAPEK P00296383 5184595222 2024-10-07 X 2023 2024-10-15 13:58:12Z X 6629320 X 51779 X 58870 58870 58870 93190 93190 93190 315394 5334547 315394 519233 467454 152060 21000 50000 25000 25000 4171 2086 2085 5570 2785 2785 46433 46433 3213 3213 4203 2102 2101 134590 81619 31971 284053 284053 418643 81619 316024 100590 385835 152060 1 229695 285592 285592 1603956 1706605 1691658 3593818 3532564 4461113 185684 188981 190957 2187 2187 5613153 5713743 6629320 0 X 5613153 5713743 5613153 5713743 5613153 5713743 5613153 100590 5713743 5713743 SALE OF EQUITIES P 5334497 5019153 315344 315344 CASH IN LIEU P 50 50 50 315394 5363 5363 5363 7683 7683 2320 2320 false false false false false false false true true NY MD true false false false false true N/A SR LAUREN VANDERMARK CSJ 9176821264 PO BOX 1302 TROY NY 12181 false false false false false false false false false false false false false false false false false false false false SR SERENA THOMPSON CSJ PO BOX 1302 TROY NY 12181 DIRECTOR 1.00 3000 0 0 JENNA F WHALEN PO BOX 1302 TROY NY 12181 SECRETARY 1.00 3000 0 0 SR LAUREN VANDERMARK CSJ PO BOX 1302 TROY NY 12181 TREASURER 1.00 3000 0 0 PHILIP J WHALEN PO BOX 1302 TROY NY 12181 CHAIRMAN 1.00 3000 0 0 SR RENEE ADAMANY CSJ PO BOX 1302 TROY NY 12181 DIRECTOR 1.00 3000 0 0 ELIZABETH SIMCOE PO BOX 1302 TROY NY 12181 DIRECTOR 1.00 3000 0 0 MARY P WHALEN PO BOX 1302 TROY NY 12181 VICE CHAIRMA 1.00 3000 0 0 NONE NONE N/A 6109932 245482 0 6355414 6355414 95331 6260083 313004 313004 5363 5363 307641 307641 307641 316024 316024 307641 8366 316024 8366 307641 17 17 0 17 17 X LINDSEY MARIE WHALEN FOUNDATION 22 HYATT ROAD BRIARCLIFF MANOR NY 10510 SEE GENERAL FOOTNOTE 25000 SISTERS OF ST JOSEPH 385 WATERVILET SHAKER ROAD LATHAM NY 12110 SEE GENERAL FOOTNOTE 195000 OLV EARLY CHILDHOOD PROGRAM 451 MARSHLAND CT TROY NY 12180 SEE GENERAL FOOTNOTE 22500 IGNATIAN VOLUNTEER CORPS 43 NORTH MAIN AVENUE ALBANY NY 12203 SEE GENERAL FOOTNOTE 3500 CATHOLIC CHARITIES OF SARATOGA 142 REGENT STREET SARATOGA SPRINGS NY 12866 SEE GENERAL FOOTNOTE 35000 NORTH COUNTRY CATHOLIC 17 S PARK STREET CAMBRIDGE NY 12816 SEE GENERAL FOOTNOTE 3053 284053 14 58870 14 93190 315394 152060 315394 467454 false false false false false false false false false false INDIRECT ACCOUNTING FEES 5570 2785 2785 SECURITIES 188981 190957 SECURITIES 3532564 4461113 MISCELLANEOUS 2187 2187 EXPENSES BANK FEES 150 75 75 WORKERS COMP / DIS INSURANCE 28 14 14 INSURANCE 1331 665 666 NYS FILING FEES 275 138 137 PAYROLL PROCESSING FEES 2030 1015 1015 OFFICE EXPENSES 194 97 97 MEMORIALS 195 98 97 INVESTMENT MANAGEMENT EXPENSE 46433 46433 FOREIGN TAXES 3213 3213