2018-09-26T13:22:29-07:00 2018-05-31 141819005 KNAPEK GABRIELE & BOTTINI LLP 43 BRITISH AMERICAN BLVD LATHAM NY 121101442 990PF 2017-06-01 522256192 THE JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC JOHN 5182699464 385 WATERVLIET SHAKER ROAD LATHAM NY 12110 PHILIP J WHALEN Director 2018-09-26 true LAWRENCE M KNAPEK CPA P00296383 5184595222 X 2017 2018-06-14 16:35:46Z X 0 X 1000 X 44835 44835 44835 130902 130902 130902 224207 2465313 224207 782 401726 399944 175737 15000 7500 7500 5165 2583 2582 47098 43298 3800 9473 2296 7177 2238 1120 1118 78974 56797 22177 148386 148386 227360 56797 170563 174366 343147 175737 502397 274719 1115031 1176148 2817886 3209001 660125 609937 2187 2187 5095439 5269805 0 0 X 5095439 5269805 5095439 5269805 5095439 5269805 5095439 174366 5269805 5269805 SALES OF EQUITIES P 2016-01-01 2017-12-31 2465264 2241106 224158 224158 CASH IN LIEU P 2016-01-01 2017-12-31 49 49 49 224207 false 178430 5368716 0.03324 120603 5225462 0.02308 147083 5373452 0.02737 323549 5085580 0.06362 191501 4500845 0.04255 0.189856 0.037971 5744432 218122 3431 221553 170563 6863 6863 6863 5720 5720 1143 false 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 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 SISTER PATRICIA HOULIHAN 385 WATERVLIET SHAKER ROAD LATHAM NY 12208 Director 1.00 1000 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 5510561 321350 0 5831911 0 5831911 87479 5744432 287222 287222 6863 6863 280359 280359 280359 170563 170563 170563 280359 79002 79002 170563 0 170563 79002 79002 30794 X ST MARY'S HEALTHCARE FOUNDATION 427 GUY PARK AVE AMSTERDAM NY 12010 TO SUPPORT PEDIATRICIANS' EFFORTS TO PROVIDE CHILDREN'S BOOKS AND PRESCRIBE READING TO LOW-INCOME PARENTS. 5000 CATHOLIC SCHOOL OFFICERC DIOCESE 40 NORTH MAIN AVE ALBANY NY 12203 TO SUPPORT A THEATER ARTS PROGRAM AS PART OF THE ENGLISH CURRICULUM IN SELECTED SCHOOLS IN THE DIOCESE. 25400 MARIE WHALEN EDUCATION PROJECT 385 WATERVLIET SHAKER ROAD LATHAM NY 12110 TO ENCOURAGE YOUNG STUDENTS TO PURSUE SCIENCE, TECHNOLOGY, ENGINEERING, ARTS AND MATHEMATICS THROUGH CREATIVE HANDS-ON PROJECTS. 5986 BISHOP MAGINN HIGH SCHOOL 75 PARK AVE ALBANY NY 12202 To support faculty through focused workshops to develop and implement project-based learning activities. 5000 CATHOLIC CHARITIES SARATOGA 142 REGENT STREET SARATOGA SPRINGS NY 12866 To provide operational funding for Marys Haven, a Community Home for the Dying for those living alone or without a primary caregiver. 25000 CHUCRH OF ST VINCENT DE PAUL 900 MADISON AVE ALBANY NY 12208 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. 22000 FAMILY PROMISE OF THE CAPITAL REGIO 738 NEW SCOTLAND AVE ALBANY NY 12208 To support case management services in partnership with faith communities as they enable homeless families to achieve independence. 30000 SIENA COLLEGE 515 LOUDON ROAD LOUDONVILLE NY 12211 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. 30000 148386 14 44835 14 130902 782 224207 175737 224989 400726 false false false false false false false false false false accounting 5165 2583 0 2582 Miscellaneous 2187 2187 BANK FEES 300 150 150 INSURANCE 915 458 457 MEETING ROOM RENTAL 773 387 386 NYS FILING FEES 250 125 125 Other Investment Income 782 CONSULTANTS 3800 0 0 3800 INVESTMENT MGMT FEES 43298 43298 0 0 FEDERAL TAX 7177 7177 FOREIGN TAX 2296 2296