2023-11-13T11:13:01-06:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990PF 2022-07-01 060679139 ETHEL WALKER CHARITABLE AND EDUCATIONAL FOUNDATION ETHE 8606584467 230 BUSHY HILL ROAD SIMSBURY CT 060702698 BETH MCWILLIAMS AUTHORIZED PERSON 8606584467 2023-11-10 1 BETH MCWILLIAMS XXX-XX-XXXX 0 LAURA J KENNEY P00202198 6177170831 2023-11-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 8148177 X 265267 384809 384809 -325690 0 324386 384809 0 0 0 21145 21145 0 21145 21145 0 729758 729758 750903 21145 729758 -426517 363664 3960378 761473 761473 2943383 3870625 3870625 913981 3270292 3270292 350660 245787 245787 8168402 8148177 8148177 0 0 X 0 0 0 0 8168402 8148177 8168402 8148177 8168402 8148177 8168402 -426517 406292 8148177 0 8148177 PUBLICLY TRADED SECURITIES P 325690 -325690 -325690 -325690 5055 0 5055 0 5055 22840 0 0 0 22840 0 17785 17785 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A CFO THE ETHEL WALKER SCHOOL 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 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 TERESA YOUNG C/O CFO THE ETHEL WALKER SCHOOL 230 BUSHY HILL RD SIMSBURY CT 06070 TRUSTEE (UNTIL APRIL 2022) 1.00 0 0 0 BETH MCWILLIAMS 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 NONE 0 NONE 0 0 5944781 2262269 0 8207050 0 0 8207050 123106 8083944 404197 404197 5055 5055 399142 0 399142 0 399142 729758 0 729758 399142 0 0 464914 447901 253779 383698 290765 1841057 729758 0 0 0 399142 330616 0 0 2171673 0 0 0 0 0 0 464914 1706759 447901 253779 383698 290765 330616 X THE ETHEL WALKER SCHOOL 230 BUSHY HILL RD SIMSBURY CT 06070 PC EDUCATIONAL PROGRAMS 729758 729758 0 14 384809 18 -325690 0 59119 0 59119 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 265267 X MASSMUTUAL GLOBAL FLOATING RATE FUND 926764 926764 VANGUARD ST INVESTMENT GRADE 247030 247030 GOLDMAN SACHS ACCESS TREAS 2096498 2096498 ARK INNOVATION ETF 18451 18451 AMG YACKTMAN FUND 781405 781405 BLACKSTONE MORTGAGE TRU-CL A (BXMT) 438468 438468 EDGEWOOD GROWTH FUND INSTL CL 515114 515114 FIDELITY SELECT MED TECH&DEV 318883 318883 ISHARES TR US INDUSTRIAL 222389 222389 HARDING LOEVNER INT'L EQUITY PORT INSTL 254700 254700 VANGUARD RUSSELL 3000 ETF 510497 510497 INVESCO S&P 500 EQUAL WEIGHT ETF 260815 260815 BLACKSTONE SEC LENDING 549903 549903 ISHARES GOLD TRUST FMV 245787 245787 UNREALIZED GAIN FROM INVESTMENTS 406292 INVESTMENT MANAGEMENT FEES 21145 21145 0