The Willow Tree Fund
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.
Key facts about The Willow Tree Fund
- EIN
- 46-7468137
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $2,031,008
- Grants made (2024)
- 5
- Average grant
- $406,202
- Median grant
- $250,000
- Primary geography
- Ohio (51% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026.
Who The Willow Tree Fund funds
By grant dollars, the top recipient states for The Willow Tree Fund's 5 itemized 2024 grants were Ohio (51%), District of Columbia (37%) and Georgia (12%). The most frequent recipient cities were Washington, DC (3 grants). 100% of grants with a stated purpose were for general or operating support.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
16 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Fidelity Investments Charitable Gift Fund - the Willow Tree Fund ($1,031,008), Onyx Impact ($250,000), Protect Democracy Project ($250,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND - THE WILLOW TREE FUND CINCINNATI, OH | GENERAL PURPOSE/ UNRESTRICTED | $1,031,008 |
| ONYX IMPACT ATLANTA, GA | GENERAL OPERATING SUPPORT | $250,000 |
| PROTECT DEMOCRACY PROJECT WASHINGTON, DC | GENERAL OPERATING SUPPORT | $250,000 |
| THE AMERICAN INDEPENDENT FOUNDATION WASHINGTON, DC | GENERAL OPERATING SUPPORT | $250,000 |
| VOTO LATINO FOUNDATION WASHINGTON, DC | GENERAL OPERATING SUPPORT | $250,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRACY WILLIAMS BARRON | TRUSTEE | 1 | — |
| PERSIS BARRON LEVY | TRUSTEE | 4 | $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.
Explore Open Grants
Browse active grant opportunities in The Willow Tree Fund's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.