2020-09-03T12:24:48-07:00 2020-05-31 141819005 KNAPEK GABRIELE & BOTTINI LLP 43 BRITISH AMERICAN BLVD LATHAM NY 12110 990PF 2019-06-01 522256192 THE JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC JOHN 5182699464 385 WATERVLIET SHAKER ROAD LATHAM NY 12110 PHILIP J WHALEN Director 2020-09-03 true LAWRENCE M KNAPEK CPA P00296383 5184595222 X 2019 2020-11-19 02:30:22Z X 5840167 X 1309 X 47525 47525 47525 93084 93084 93084 198459 5946194 198459 690 340377 339068 141299 16000 8000 8000 4790 2395 2395 46939 43439 3500 4090 3481 609 1706 854 852 73525 58169 15356 275750 275750 349275 58169 291106 -8898 280899 141299 181276 158303 158303 1249697 1038509 1043821 3295431 3308578 3803241 579042 791158 834802 2187 2187 5305446 5296548 5840167 0 X 5305446 5296548 5305446 5296548 5305446 5296548 5305446 -8898 5296548 5296548 SALE OF EQUITIES P 2018-01-01 2019-12-31 5945504 5747735 197769 197769 CASH IN LIEU P 690 690 690 198459 690 false 336193 5793340 0.05803 170563 5744432 0.02969 178430 5368716 0.03324 120603 5225462 0.02308 147083 5373452 0.02737 0.171410 0.034282 5841032 200242 2809 203051 291106 X 2809 2809 2809 3760 3760 951 951 false false false false false false false true true MD NY true false false false false true N/A SISTER SERENA THOMPSON 5182725111 385 WATERVLIET SHAKER ROAD LATHAM NY 12208 false false false false false false false false false false false false false false false false false false false false false false SISTER SERENA THOMPSON 385 WATERVLIET SHAKER ROAD LATHAM NY 12208 Sec/Treasurer 1.00 2000 FATHER KENNETH DOYLE 385 WATERVLIET SHAKER ROAD LATHAM NY 12208 Vice Chairman 1.00 2000 BISHOP HOWARD HUBBARD 385 WATERVLIET SHAKER ROAD LATHAM NY 12208 Director 1.00 2000 SISTER LAUREN VANDERMARK 385 WATERVLIET-SHAKER ROAD LATHAM NY 12208 Director 1.00 2000 PHILIP J WHALEN 385 WATERVLIET SHAKER ROAD LATHAM NY 12208 Chairman 1.00 2000 RENEE ADAMANY 385 WATERVLIET SHAKER ROAD LATHAM NY 12208 Director 1.00 2000 ELIZABETH SIMCOE 385 WATERVLIET SHAKER ROAD LATHAM NY 12208 Director 1.00 2000 MARY P WHALEN 385 WATERVLIET SHAKER ROAD LATHAM NY 12208 Director 1.00 2000 NONE NONE 5655566 274416 0 5929982 0 5929982 88950 5841032 292052 292052 2809 2809 289243 289243 289243 291106 291106 2809 288297 289243 23190 23190 291106 0 289243 1863 25053 0 25053 23190 1863 X SISTERS OF ST JOSEPH 10777 SUNSET OFFICE DRIVE SUITE 10 ST LOUIS MO 63127 To support necessary building renovations for the establishment of a PACE program which provides services to eligible residents in the surrounding area. 210000 MARIE WHALEN EDUCATION PROJECT 385 WATERVLIET SHAKER ROAD LATHAM NY 12110 To encourage and enthuse young students to pursue Science, Technology, Engineering, Arts and Mathematics through creative hands-on projects. 5750 CHURCH OF ST VINCENT DE PAUL 900 MADISON AVE ALBANY NY 12208 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. 30000 SIENA COLLEGE 515 LOUDON ROAD LOUDONVILLE NY 12211 To support the purchase of seven volumes of the Saint Johns Bible Heritage Edition for use at Siena College and throughout the Albany Diocese. 30000 275750 14 47525 14 93084 18 198459 LITIGATION PROCEEDS 14 339068 339068 false false false false false false false false false false ACCOUNTING 4790 2395 0 2395 SECURITIES 791158 834802 SECURITIES 3308578 3803241 1038509 1043821 Miscellaneous 2187 2187 BANK FEES 180 90 90 INSURANCE 915 458 457 MEETING ROOM RENTAL 361 181 180 NYS FILING FEES 250 125 125 CONSULTANTS 3500 0 0 3500 INVESTMENT MGMT FEES 43439 43439 0 0 FEDERAL TAX 609 609 FOREIGN TAX 3481 3481