2025-10-08T09:28:56-04:00 2025-05-31 842189006 LK STRATEGIES LLC 314 HOOSICK ST TROY NY 121802073 990PF 2024-06-01 522256192 THE JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC JOHN 9176821264 PO BOX 1302 TROY NY 12181 PHILIP J WHALEN CHAIRMAN 9176821264 2025-08-15 true true LAWRENCE M KNAPEK P00296383 5184595222 2025-10-08 X 2024 2025-03-06 01:10:19Z X 6727409 X 2115 X 93883 93883 93883 97084 97084 97084 274010 4611724 274010 274010 467092 464977 464977 25500 50000 25000 25000 4250 2125 2125 5925 2962 2963 45489 45489 10822 2822 8000 4709 2355 2354 146695 80753 40442 300000 300000 446695 80753 340442 20397 384224 464977 1 285592 449887 449887 1706605 1640426 1649586 3532564 3380821 4363306 188981 263006 264630 2187 2187 5713743 5734140 6727409 0 X 5713743 5734140 5713743 5734140 5713743 5734140 5713743 20397 5734140 5734140 SALE OF EQUITIES P 4611549 4337714 273835 273835 CASH IN LIEU P 175 175 175 274010 274010 5341 5341 5341 10290 10290 4949 4949 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 4500 0 0 SR LAUREN VANDERMARK CSJ PO BOX 1302 TROY NY 12181 TREASURER 1.00 4500 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 1500 0 0 ELIZABETH SIMCOE PO BOX 1302 TROY NY 12181 DIRECTOR 1.00 4500 0 0 MARY P WHALEN PO BOX 1302 TROY NY 12181 VICE CHAIRMA 1.00 4500 0 0 NONE NONE N/A 6545690 269494 0 6815184 6815184 102228 6712956 335648 335648 5341 5341 330307 330307 330307 340442 340442 330307 17 17 340442 330307 10135 10152 0 10152 17 10135 X LINDSEY MARIE WHALEN FOUNDATION 22 HYATT ROAD BRIARCLIFF MANOR NY 10510 SEE GENERAL FOOTNOTE 50000 SCHOOL OF THE HOLY CHILD 2225 WESTCHESTER AVE RYE NY 10580 SEE GENERAL FOOTNOTE 125000 FAMILY PROMISE OF THE CAPITAL REGIO 738 NEW SCOTLAND AVE ALBANY NY 12208 SEE GENERAL FOOTNOTE 75000 SIENA COLLEGE 515 LOUDON ROAD LOUDONVILLE NY 12211 SEE GENERAL FOOTNOTE 50000 300000 14 93883 14 97084 274010 190967 274010 464977 false false false false false false false false false false INDIRECT ACCOUNTING FEES 5925 2962 2963 SECURITIES 263006 264630 SECURITIES 3380821 4363306 MISCELLANEOUS 2187 2187 EXPENSES BANK FEES 150 75 75 WORKERS COMP / DIS INSURANCE 15 8 7 INSURANCE 1954 977 977 NYS FILING FEES 250 125 125 PAYROLL PROCESSING FEES 2140 1070 1070 OFFICE EXPENSES 200 100 100 INVESTMENT MANAGEMENT EXPENSE 45489 45489 FOREIGN TAXES 2822 2822 EXCISE TAXES 8000 8000