The Willow Tree Fund
The Willow Tree Fund is a private foundation focused on Community Improvement & Capacity Building, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $6.9M in total assets. In 2025, it awarded 1 grant totaling $2.0M. Net investment income was $347K.
The Willow Tree Fund at a glance
In short: The Willow Tree Fund gave $2.0M across 1 grant in 2025 (avg $2.0M), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,992,538
- -1.9% vs 2024
- Grants made (2025)
- 1
- -80.0% vs 2024
- Average grant
- $1,992,538
- +390.5% vs 2024
- Median grant
- $1,992,538
- Total assets
- $6,916,849
- -5.8% vs 2024
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Willow Tree Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Fidelity Investments Charitable Gift Fund - the Willow Tree Fund ($2.0M).
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $250–500K range: 5 grants of 10 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How The Willow Tree Fund gives
- Giving fell 58% from 2022 to 2025. Method
- In 2025 it paid out 475% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.9M (2021) to $11.3M (2020). In 2025 it made 1 grant totaling $2.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Investments Charitable Gift Fund - the Willow Tree Fund Cincinnati, OH | General Purpose/ Unrestricted | $1,992,538 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,916,849 | $398,185 | $2,044,957 | $1,992,538 | 1 | $1,999,556 | $346,896 | $420,569 |
| 2024 | $7,340,576 | $119,611 | $2,103,918 | $2,031,008 | 5 | $2,056,057 | $194,946 | $521,316 |
| 2023 | $8,754,972 | $219,268 | $86,152 | — | — | $36,331 | $163,403 | $508,726 |
| 2022 | $8,629,849 | $227,003 | $4,838,841 | $4,754,803 | 1 | $4,776,505 | $157,724 | $580,448 |
| 2021 | $12,605,168 | $497,869 | $1,941,767 | $1,852,802 | 3 | $1,871,915 | $421,695 | $862,859 |
| 2020 | $13,931,824 | $5,713,042 | $11,474,531 | $11,290,895 | 7 | — | $1,016,527 | $865,913 |
Under IRS private-foundation payout rules, The Willow Tree Fund reported a distributable amount of $421K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Willow Tree Fund's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
Persis Barron Levy
Trustee
On filings since 2020
4 hrs/week
$35K (2020) → $1K (2025)
Tracy Williams Barron
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $1K, to Persis Barron Levy (Trustee).
Frequently asked questions about The Willow Tree Fund
How much does The Willow Tree Fund give each year?
The Willow Tree Fund gave $2.0M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.0M across 5 grants.
How large is The Willow Tree Fund?
The Willow Tree Fund reported $6.9M in total assets on its 2025 IRS Form 990-PF. It paid out $2.0M in qualifying distributions that year, against a required minimum of $421K (roughly 5% of its investment assets).
What is The Willow Tree Fund?
The Willow Tree Fund is a private foundation focused on Community Improvement & Capacity Building, based in Boston, MA. It holds $6.9M in total assets as of 2025.
Where does The Willow Tree Fund operate?
The Willow Tree Fund has awarded grants in District of Columbia, Georgia, Massachusetts, Ohio.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 25, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2020–2024
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