Ethel Walker Charitable and Educational

Private foundation · Grantmaker Simsbury, CT EIN: 06-0679139

Ethel Walker Charitable and Educational is a private foundation, based in Simsbury, CT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $9.6M in total assets. In 2025, it awarded 1 grant totaling $702K. Net investment income was $130K.

Key facts about Ethel Walker Charitable and Educational

In short: Ethel Walker Charitable and Educational gave $702K across 1 grant in 2025 (avg $702K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
06-0679139
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$702,272
Grants made (2025)
1
Average grant
$702,272
Median grant
$702,272
Total assets
$9,628,411
Primary geography
Connecticut (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$9.6M

+6.4% YoY

Annual Giving

$702K

+11.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$702K

+11.3% YoY

Under IRS private-foundation payout rules, Ethel Walker Charitable and Educational reported a distributable amount of $462K for 2025 — the minimum it must pay out in qualifying distributions.

How Ethel Walker Charitable and Educational gives

  • Giving held roughly steady from 2022 to 2025 (−2%). Method
  • In 2025 it paid out 152% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Simsbury

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $631K (2024) to $1.3M (2020). In 2025 it made 1 grant totaling $702K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

The Ethel Walker School: $702KThe Ethel Walker School$702K

The largest 2025 recipient was The Ethel Walker School ($702K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K$250–500K5$500K–1M$1–5M$5M+

The most common grant size was in the $500K–1M range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Ethel Walker School Simsbury, CTEducational Programs$702,272

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$9,628,411$9,049,686$8,148,177
Revenue$398,878$472,542$324,386
Expenses$702,342$652,540$750,903
Qualifying Distributions$702,272$630,965$729,758
Net Investment Income$129,677$376,672$363,664
Distributable Amount$462,308$421,141$399,142

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 2, 2021)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 4, 2022)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2023)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2024)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 12, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Ethel Walker Charitable and Educational is led by Katharine O'Brien Rohn, Chair since 2022 (on filings since 2020); none of the 9 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Katharine O'Brien Rohn

    Chair

    President → Chair, 2022

    On filings since 2020

    1 hr/week

    No compensation reported

  • Harriet Blees Dewey

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Kevin Chessen

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Meera Viswanathan

    Trustee Support

    On filings since 2021

    1 hr/week

    No compensation reported

  • Christopher Garrity

    Trustee Support

    On filings since 2024

    1 hr/week

    No compensation reported

  • Michalynn Ware

    Trustee

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Christopher L. Brigham

    Secretary

    On filings since 2020

    1 hr/week

    No compensation reported

  • Shelly Marks

    Vice Chair

    Vice President → Vice Chair, 2022

    On filings since 2020

    1 hr/week

    No compensation reported

  • Thomas Regan

    Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (5)
  • Former: Sahba Sadegh-Vaziri (2020–2024) — Trustee
  • Former: Beth McWilliams (2021–2024) — Trustee Support
  • Former: Teresa Young (2023) — Trustee
  • Former: Teresa C. Younger (2020–2022) — Trustee
  • Former: Chad Alfeld (2020) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Ethel Walker Charitable and Educational

How much does Ethel Walker Charitable and Educational give each year?

Ethel Walker Charitable and Educational gave $702K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $631K across 1 grant.

How large is Ethel Walker Charitable and Educational?

Ethel Walker Charitable and Educational reported $9.6M in total assets on its 2025 IRS Form 990-PF. It paid out $702K in qualifying distributions that year, against a required minimum of $462K (roughly 5% of its investment assets).

Where does Ethel Walker Charitable and Educational operate?

Ethel Walker Charitable and Educational has awarded grants in Connecticut.

What is Ethel Walker Charitable and Educational's EIN?

Ethel Walker Charitable and Educational's EIN (Employer Identification Number) is 06-0679139. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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