The Willow Tree Fund

BOSTON, MA EIN: 46-7468137

The Willow Tree Fund is a nonprofit organization focused on Community Improvement & Capacity Building, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. In 2024, it awarded 5 grants totaling $2.0M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$2.0M

Grant Count

5

Avg Grant Size

$406K

About The Willow Tree Fund

Based on IRS filings

The Willow Tree Fund is a nonprofit organization focused on Community Improvement & Capacity Building, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. In 2024, it awarded 5 grants totaling $2.0M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

ATLANTACAMBRIDGECINCINNATIWASHINGTONWINTHROP

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$3M$6M$8M$11M7 grants20203 grants20211 grants20220 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

FIDELITY INVESTMENTS CHA…$1.0MONYX IMPACT$250KPROTECT DEMOCRACY PROJECT$250KTHE AMERICAN INDEPENDENT…$250KVOTO LATINO FOUNDATION$250K

Grant Size Distribution

16 grants across all recorded years

1<$50K$50–100K$100–250K5$250–500K1$500K–1M9$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Fidelity Investments Charitable Gift Fund - the Willow Tree Fund ($1,031,008), Onyx Impact ($250,000), Protect Democracy Project ($250,000).

RecipientPurposeAmount
FIDELITY INVESTMENTS CHARITABLE GIFT FUND - THE WILLOW TREE FUND CINCINNATI, OHGENERAL PURPOSE/ UNRESTRICTED$1,031,008
ONYX IMPACT ATLANTA, GAGENERAL OPERATING SUPPORT$250,000
PROTECT DEMOCRACY PROJECT WASHINGTON, DCGENERAL OPERATING SUPPORT$250,000
THE AMERICAN INDEPENDENT FOUNDATION WASHINGTON, DCGENERAL OPERATING SUPPORT$250,000
VOTO LATINO FOUNDATION WASHINGTON, DCGENERAL OPERATING SUPPORT$250,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

PERSIS BARRON LEVYTRUSTEE$7K

From 2024 filing

NameTitleHoursCompensation
TRACY WILLIAMS BARRONTRUSTEE1
PERSIS BARRON LEVYTRUSTEE4$7,435

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Willow Tree Fund?

The Willow Tree Fund is a nonprofit organization focused on Community Improvement & Capacity Building, based in BOSTON, MA. It holds — in total assets as of 2024.

Where does The Willow Tree Fund operate?

The Willow Tree Fund has awarded grants in District of Columbia, Georgia, Massachusetts, Ohio.

What size grants does The Willow Tree Fund award?

In 2024, The Willow Tree Fund awarded 5 grants totaling $2.0M — an average of about $406K per grant, based on its IRS Form 990 filings.

What is The Willow Tree Fund's EIN?

The Willow Tree Fund's EIN (Employer Identification Number) is 46-7468137. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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