Ethel Walker Charitable and Educational

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 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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $4.2M (100%)

States

Connecticut

Cities

Simsbury

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.