Nonprofit · EIN 06-0679139
ETHEL WALKER CHARITABLE & EDUCATIONAL FOUNDATION
Tax-exempt · SIMSBURY, CT 06070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $398,878 | $702,342 | -$303,464 | $9,628,411 | $0 | $9,628,411 |
| June 30, 2024 | 990-PF | $472,542 | $652,540 | -$179,998 | $9,049,686 | $0 | $9,049,686 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $269,131
- Dividends
- $129,747
Expenses
- Grants and similar amounts paid
- $702,272
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $702,272
- Excise tax on investment income
- $1,803
Balance sheet and other
- Total assets, start of year
- $9,049,686
- Total assets, end of year
- $9,628,411
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,628,411
- Fair market value of assets
- $9,628,411
- Qualifying distributions
- $702,272
- Net investment income
- $129,747
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER GARRITY C/O CFO THE ETHEL WALKER SCHOOL 230, BUSHY HILL RD, SIMSBURY, CT 06070 | TRUSTEE SUPPORT | 1 | $0 |
| DR MEERA VISWANATHAN C/O CFO THE ETHEL WALKER SCHOOL 230, BUSHY HILL RD, SIMSBURY, CT 06070 | TRUSTEE SUPPORT | 1 | $0 |
| KATHARINE O'BRIEN ROHN C/O CFO THE ETHEL WALKER SCHOOL 230, BUSHY HILL RD, SIMSBURY, CT 06070 | CHAIR | 1 | $0 |
| DR SHELLY MARKS C/O CFO THE ETHEL WALKER SCHOOL 230, BUSHY HILL RD, SIMSBURY, CT 06070 | VICE CHAIR | 1 | $0 |
| THOMAS REGAN C/O CFO THE ETHEL WALKER SCHOOL 230, BUSHY HILL RD, SIMSBURY, CT 06070 | TREASURER | 1 | $0 |
| CHRISTOPHER L BRIGHAM C/O CFO THE ETHEL WALKER SCHOOL 230, BUSHY HILL RD, SIMSBURY, CT 06070 | SECRETARY | 1 | $0 |
| KEVIN CHESSEN C/O CFO THE ETHEL WALKER SCHOOL 230, BUSHY HILL RD, SIMSBURY, CT 06070 | TRUSTEE | 1 | $0 |
| HARRIET BLEES DEWEY C/O CFO THE ETHEL WALKER SCHOOL 230, BUSHY HILL RD, SIMSBURY, CT 06070 | TRUSTEE | 1 | $0 |
| MICHALYNN WARE C/O CFO THE ETHEL WALKER SCHOOL 230, BUSHY HILL RD, SIMSBURY, CT 06070 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER GARRITY C/O CFO THE ETHEL WALKER SCHOOL 230, BUSHY HILL RD, SIMSBURY, CT 06070 | TRUSTEE SUPPORT (FROM 5/24) | 1 | $0 |
| BETH MCWILLIAMS C/O CFO THE ETHEL WALKER SCHOOL 230, BUSHY HILL RD, SIMSBURY, CT 06070 | TRUSTEE SUPPORT (UNTIL 6/24) | 1 | $0 |
| DR MEERA VISWANATHAN C/O CFO THE ETHEL WALKER SCHOOL 230, BUSHY HILL RD, SIMSBURY, CT 06070 | TRUSTEE SUPPORT | 1 | $0 |
| KATHARINE O'BRIEN ROHN C/O CFO THE ETHEL WALKER SCHOOL 230, BUSHY HILL RD, SIMSBURY, CT 06070 | CHAIR | 1 | $0 |
| DR SHELLY MARKS C/O CFO THE ETHEL WALKER SCHOOL 230, BUSHY HILL RD, SIMSBURY, CT 06070 | VICE CHAIR | 1 | $0 |
| THOMAS REGAN C/O CFO THE ETHEL WALKER SCHOOL 230, BUSHY HILL RD, SIMSBURY, CT 06070 | TREASURER | 1 | $0 |
| CHRISTOPHER L BRIGHAM C/O CFO THE ETHEL WALKER SCHOOL 230, BUSHY HILL RD, SIMSBURY, CT 06070 | SECRETARY | 1 | $0 |
| KEVIN CHESSEN C/O CFO THE ETHEL WALKER SCHOOL 230, BUSHY HILL RD, SIMSBURY, CT 06070 | TRUSTEE | 1 | $0 |
| HARRIET BLEES DEWEY C/O CFO THE ETHEL WALKER SCHOOL 230, BUSHY HILL RD, SIMSBURY, CT 06070 | TRUSTEE | 1 | $0 |
| SAHBA SADEGH-VAZIRI C/O CFO THE ETHEL WALKER SCHOOL 230, BUSHY HILL RD, SIMSBURY, CT 06070 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 230 BUSHY HILL RD, SIMSBURY, CT 06070-2698
- In care of
- % ETHEL WALKER SCHOOL INC
- Signed the 990-PF
- CHRISTOPHER GARRITY, AUTHORIZED PERSON
- Phone
- (860) 658-4467
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 06-0679139
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1947
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $9,628,411
- Income (IRS master file)
- $398,878
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $398,878 | $702,342 | $9,628,411 | XML |
| 990-PF | June 2024 | $472,542 | $652,540 | $9,049,686 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-0679139).
Questions about ETHEL WALKER CHARITABLE & EDUCATIONAL FOUNDATION
- What is the EIN of ETHEL WALKER CHARITABLE & EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of ETHEL WALKER CHARITABLE & EDUCATIONAL FOUNDATION is 06-0679139.
- Is ETHEL WALKER CHARITABLE & EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
- Are donations to ETHEL WALKER CHARITABLE & EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ETHEL WALKER CHARITABLE & EDUCATIONAL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ETHEL WALKER CHARITABLE & EDUCATIONAL FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ETHEL WALKER CHARITABLE & EDUCATIONAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ETHEL WALKER CHARITABLE & EDUCATIONAL FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does ETHEL WALKER CHARITABLE & EDUCATIONAL FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $398,878, expenses of $702,342 and total assets of $9,628,411 at year end.
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