2024-11-14T14:42:29-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990PF 2023-07-01 060679139 ETHEL WALKER CHARITABLE AND EDUCATIONAL FOUNDATION ETHE 8606584467 230 BUSHY HILL ROAD SIMSBURY CT 060702698 CHRISTOPHER GARRITY AUTHORIZED PERSON 8606584467 2024-11-12 1 0 LAURA J KENNEY P00202198 6177170831 2024-11-12 2023 2024-10-15 13:58:12Z X 9049686 X 223590 398247 398247 -149295 0 472542 398247 0 0 0 21575 21575 0 21575 21575 0 630965 630965 652540 21575 630965 -179998 376672 761473 1531470 1531470 3870625 4765145 4765145 3270292 2753071 2753071 245787 0 0 8148177 9049686 9049686 0 0 X 0 0 0 0 8148177 9049686 8148177 9049686 8148177 9049686 8148177 -179998 1081507 9049686 0 9049686 PUBLICLY TRADED SECURITIES P 149295 -149295 -149295 -149295 5236 0 5236 0 5236 17785 0 0 0 17785 0 12549 12549 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A CHRISTOPHER GARRITY 8606584467 230 BUSHY HILL ROAD SIMSBURY CT 06070 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTOPHER GARRITY C/O CFO THE ETHEL WALKER SCHOOL 230 BUSHY HILL RD SIMSBURY CT 06070 TRUSTEE SUPPORT (FROM 5/24) 1.00 0 0 0 BETH MCWILLIAMS C/O CFO THE ETHEL WALKER SCHOOL 230 BUSHY HILL RD SIMSBURY CT 06070 TRUSTEE SUPPORT (UNTIL 6/24) 1.00 0 0 0 DR MEERA VISWANATHAN C/O CFO THE ETHEL WALKER SCHOOL 230 BUSHY HILL RD SIMSBURY CT 06070 TRUSTEE SUPPORT 1.00 0 0 0 KATHARINE O'BRIEN ROHN C/O CFO THE ETHEL WALKER SCHOOL 230 BUSHY HILL RD SIMSBURY CT 06070 CHAIR 1.00 0 0 0 DR SHELLY MARKS C/O CFO THE ETHEL WALKER SCHOOL 230 BUSHY HILL RD SIMSBURY CT 06070 VICE CHAIR 1.00 0 0 0 THOMAS REGAN C/O CFO THE ETHEL WALKER SCHOOL 230 BUSHY HILL RD SIMSBURY CT 06070 TREASURER 1.00 0 0 0 CHRISTOPHER L BRIGHAM C/O CFO THE ETHEL WALKER SCHOOL 230 BUSHY HILL RD SIMSBURY CT 06070 SECRETARY 1.00 0 0 0 KEVIN CHESSEN C/O CFO THE ETHEL WALKER SCHOOL 230 BUSHY HILL RD SIMSBURY CT 06070 TRUSTEE 1.00 0 0 0 HARRIET BLEES DEWEY C/O CFO THE ETHEL WALKER SCHOOL 230 BUSHY HILL RD SIMSBURY CT 06070 TRUSTEE 1.00 0 0 0 SAHBA SADEGH-VAZIRI C/O CFO THE ETHEL WALKER SCHOOL 230 BUSHY HILL RD SIMSBURY CT 06070 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 8213615 443792 0 8657407 0 0 8657407 129861 8527546 426377 426377 5236 5236 421141 0 421141 0 421141 630965 0 630965 421141 0 0 447901 253779 383698 290765 330616 1706759 630965 0 0 0 421141 209824 0 0 1916583 0 0 0 0 0 0 447901 1468682 253779 383698 290765 330616 209824 X THE ETHEL WALKER SCHOOL 230 BUSHY HILL RD SIMSBURY CT 06070 PC EDUCATIONAL PROGRAMS 630965 630965 0 14 398247 18 -149295 0 248952 0 248952 0 0 0 0 0 0 0 0 0 0 X X 1 THE TERRY E SMITH TRUST BANK OF AMERICA 185 ASYLUM ST HARTFORD CT 06103 223590 X MASSMUTUAL GLOBAL FLOATING RATE FUND 1036579 1036579 GOLDMAN SACHS ACCESS TREAS 1097019 1097019 VANGUARD SCOTTSDALE FDS 619473 619473 AMG YACKTMAN FUND 905577 905577 EDGEWOOD GROWTH FUND INSTL CL 654021 654021 FIDELITY SELECT MED TECH&DEV 1206827 1206827 ISHARES TR US INDUSTRIAL 469507 469507 BLACKSTONE SEC LENDING 615425 615425 INVESCO EXCHANGE TRADED TR S&P 286332 286332 COLUMBIA SELIGMAN TECH AND INFO 627456 627456 UNREALIZED GAIN FROM INVESTMENTS 1081507 INVESTMENT MANAGEMENT FEES 21575 21575 0