Ethel Walker Charitable and Educational
Ethel Walker Charitable and Educational is a private foundation, based in SIMSBURY, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.0M in total assets. In 2024, it awarded 1 grants totaling $631K. Net investment income was $377K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$9.0M
+11.1% YoY
Annual Giving
$631K
-13.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$631K
-13.5% YoY
Under IRS private-foundation payout rules, Ethel Walker Charitable and Educational reported a distributable amount of $421K for 2024 — the minimum it must pay out in qualifying distributions.
About Ethel Walker Charitable and Educational
Based on IRS filings
Ethel Walker Charitable and Educational is a private foundation, based in SIMSBURY, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.0M in total assets. In 2024, it awarded 1 grants totaling $631K. Net investment income was $377K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $9,049,686 | $8,148,177 | $8,168,402 |
| Revenue | $472,542 | $324,386 | $1,953,601 |
| Expenses | $652,540 | $750,903 | $753,965 |
| Qualifying Distributions | $630,965 | $729,758 | $714,584 |
| Net Investment Income | $376,672 | $363,664 | $1,640,488 |
| Distributable Amount | $421,141 | $399,142 | $423,819 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Ethel Walker School ($630,965).
| Recipient | Purpose | Amount |
|---|---|---|
| THE ETHEL WALKER SCHOOL SIMSBURY, CT | EDUCATIONAL PROGRAMS | $630,965 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CHRISTOPHER GARRITY | TRUSTEE SUPPORT (FROM 5/24) | 1 | — |
| BETH MCWILLIAMS | TRUSTEE SUPPORT (UNTIL 6/24) | 1 | — |
| DR MEERA VISWANATHAN | TRUSTEE SUPPORT | 1 | — |
| KATHARINE O'BRIEN ROHN | CHAIR | 1 | — |
| DR SHELLY MARKS | VICE CHAIR | 1 | — |
| THOMAS REGAN | TREASURER | 1 | — |
| CHRISTOPHER L BRIGHAM | SECRETARY | 1 | — |
| KEVIN CHESSEN | TRUSTEE | 1 | — |
| HARRIET BLEES DEWEY | TRUSTEE | 1 | — |
| SAHBA SADEGH-VAZIRI | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Ethel Walker Charitable and Educational?
As of 2024, Ethel Walker Charitable and Educational holds $9.0M in total assets with $473K in annual revenue. It awarded 1 grants totaling $631K in 2024.
Where does Ethel Walker Charitable and Educational operate?
Ethel Walker Charitable and Educational has awarded grants in Connecticut.
What size grants does Ethel Walker Charitable and Educational award?
In 2024, Ethel Walker Charitable and Educational awarded 1 grants totaling $631K — an average of about $631K per grant, based on its IRS Form 990 filings.
How much is Ethel Walker Charitable and Educational required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Ethel Walker Charitable and Educational reported a distributable amount of $421K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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