//
Willow Tree Fund is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 2014. The principal officer is % Hemenway & Barnes Llp. It holds total assets of $7.3M. Annual income is reported at $2M. The foundation operates in the area of community development. According to available records, Willow Tree Fund has made 1 grants totaling $4.8M, with a median grant of $4.8M. Grant recipients are concentrated in Ohio. Contributions to this foundation are tax-deductible.
Willow Tree Fund primarily funds organizations in the area of community development. Based on available records, the foundation has funded 1 grants. Its grantmaking reaches organizations primarily in OH.
Willow Tree Fund has distributed a total of $4.8M across 1 grants. The median grant size is $4.8M, with an average of $4.8M. Individual grants have ranged from $4.8M to $4.8M.
Willow Tree Fund typically selects its grantees rather than accepting unsolicited proposals.
Willow Tree Fund is headquartered in BOSTON, MA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Persis Barron Levy | TRUSTEE | $12K | $0 | $12K |
| Tracy Williams Barron | TRUSTEE | $0 | $0 | $0 |
Total Giving
$86K
Total Assets
$8.8M
Fair Market Value
$11M
Net Worth
$8.8M
Grants Paid
$0
Contributions
$0
Net Investment Income
$163K
Distribution Amount
$509K
Total: $0
Total Grants
1
Total Giving
$4.8M
Average Grant
$4.8M
Median Grant
$4.8M
Unique Recipients
1
Most Common Grant
$4.8M
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Fidelity Investments Charitable Gift Fund - The Willow Tree FundGENERAL PURPOSE/ UNRESTRICTED | Cincinnati, OH | $4.8M | 2022 |
Other foundations that have funded Willow Tree Fund.
| Funder | Amount | Year | Purpose |
|---|---|---|---|
| Willow Tree Fund | $4.8M | 2022 | GENERAL PURPOSE/ UNRESTRICTED |
BOSTON, MA
PLYMOUTH, MA
SUDBURY, MA
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
© 2026 Granted AI