2026-03-12T08:41:30-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990PF 2024-07-01 060679139 ETHEL WALKER CHARITABLE AND EDUCATIONAL FOUNDATION ETHE 8606584467 230 BUSHY HILL ROAD SIMSBURY CT 060702698 CHRISTOPHER GARRITY AUTHORIZED PERSON 8606584467 2026-03-05 1 0 LAURA J KENNEY P00202198 6177170831 2026-03-05 2024 2025-03-06 01:10:19Z X 9628411 X 269131 129747 129747 0 398878 129747 0 0 0 70 70 0 70 70 0 702272 702272 702342 70 702272 -303464 129677 1531470 8740 8740 4765145 6803223 6803223 2753071 2630116 2630116 0 186332 186332 9049686 9628411 9628411 0 0 X 9049686 9628411 9049686 9628411 9049686 9628411 9049686 -303464 882189 9628411 0 9628411 1803 0 1803 0 1803 12549 0 0 0 12549 0 10746 10746 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A CHRISTOPHER GARRITY 8604084241 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 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 MICHALYNN WARE 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 8583643 839926 0 9423569 0 0 9423569 141354 9282215 464111 464111 1803 1803 462308 0 462308 0 462308 702272 0 702272 462308 0 0 253779 383698 290765 330616 209824 1468682 702272 0 0 0 462308 239964 0 0 1708646 0 0 0 0 0 0 253779 1454867 383698 290765 330616 209824 239964 X THE ETHEL WALKER SCHOOL 230 BUSHY HILL RD SIMSBURY CT 06070 PC EDUCATIONAL PROGRAMS 702272 702272 0 14 129747 0 129747 0 129747 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 269131 X FIDELITY NEW MARKET INCOME 315436 315436 FIDELITY FLOATING RATE HIGH INCOME 48355 48355 FIDELITY TOTAL BOND 1144041 1144041 FIDELITY INFLAT-PROT BD INDEX FUND 642112 642112 FID L/T TREASURY BOND INDEX FUND 142962 142962 ARTISAN HIGH INCOME CL INSTL 66992 66992 ISHARES INC MSCI GBL MIN 18453 18453 ISHARES TR EAFE VALUE ETF 91884 91884 ISHARES TR MSCI CHINA ETF 46095 46095 SPDR S&P GLOBAL NATURAL RESOURCES 113786 113786 FIDELITY ADVISOR CANADA CL 305137 305137 FIDELITY ADVISORY INT L SMALL CAP OPP 307250 307250 FIDELITY 500 INDEX FUND 3407251 3407251 ACADIAN EMERGING MARKETS PORT INSTL 335049 335049 BLACKROCK ADVANTAGE SMIDCAPFUND INSTL 221202 221202 COHEN & STEERS INSTL REALITY SHARES 393158 393158 HARTFORD SCHRODERS EMRG MRKTS 329312 329312 MFS INTERNATIONAL EQUITY FUND CL 1384667 1384667 NYLI CBRE GLOBAL INFRASTRUCTURE 120197 120197 ISHARES GOLD TR FMV 186332 186332 UNREALIZED GAIN FROM INVESTMENTS 882189 INVESTMENT MANAGEMENT FEES 70 70 0