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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 is governed by 2 officers and trustees. The foundation operates in the area of community development. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Ohio, Massachusetts and District of Columbia. 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.
Smallest Grant
$500K
Median Grant
$1.2M
Average Grant
$1.6M
Largest Grant
$2.9M
Based on 7 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
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. The foundation primarily funds organizations in Ohio, Massachusetts, District of Columbia.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Persis Barron Levy | TRUSTEE | $12K | $0 | $12K |
| Tracy Williams Barron | TRUSTEE | $0 | $0 | N/A |
Total Giving
$86K
Total Assets
$8.8M
Fair Market Value
$11M
Net Worth
$8.8M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
$163K
Distribution Amount
$509K
Total: N/A
Total Grants
1
Total Giving
$4.8M
Average Grant
$4.8M
Median Grant
$4.8M
Unique Recipients
1
Most Common Grant
$4.8M
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Fidelity Investments Charitable Gift Fund - The Willow Tree FundGENERAL PURPOSE/ UNRESTRICTED | Cincinnati, OH | $4.8M | 2022 |
BOSTON, MA
PLYMOUTH, MA
SUDBURY, MA