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 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.
Ethel Walker Charitable and Educational at a glance
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.
- Annual giving (2025)
- $702,272
- +11.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $702,272
- +11.3% vs 2024
- Median grant
- $702,272
- Total assets
- $9,628,411
- +6.4% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Ethel Walker Charitable and Educational funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was The Ethel Walker School ($702K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $500K–1M range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $631K (2024) to $1.3M (2020). In 2025 it made 1 grant totaling $702K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Ethel Walker School Simsbury, CT | Educational Programs | $702,272 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $9,628,411 | $398,878 | $702,342 | $702,272 | 1 | $702,272 | $129,677 | $462,308 |
| 2024 | $9,049,686 | $472,542 | $652,540 | $630,965 | 1 | $630,965 | $376,672 | $421,141 |
| 2023 | $8,148,177 | $324,386 | $750,903 | $729,758 | 1 | $729,758 | $363,664 | $399,142 |
| 2022 | $8,168,402 | $1,953,601 | $753,965 | $714,584 | 1 | $714,584 | $1,640,488 | $423,819 |
| 2021 | $9,086,721 | $848,151 | $820,126 | $799,178 | 1 | — | $429,435 | $415,480 |
| 2020 | $7,561,725 | $435,083 | $1,353,219 | $1,335,463 | 1 | — | $197,630 | $1,081,684 |
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.
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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 2, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 4, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 14, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 12, 2026)
- IRS filings on file for fiscal years 2020–2025
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