Funder DirectoryTHE WILLOW TREE FUND
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Private foundation (trust)EIN 467468137Est. 2014-10

THE WILLOW TREE FUND

BOSTON, MA 021961209

Total Assets

$11.0M

FY 2023

Annual Giving

FY 2023

Grants Made

0

FY 2023

Avg Grant

FY 2023

Grant Range

Typical

Deadlines

Applications

Focus Areas

Community Improvement & Capacity Building

Financial Snapshot

2023 filing

Total Revenue

$219K

Total Expenses

$86K

Qualifying Distributions

$36K

Distributable Amount

$509K

Min. Investment Return

$511K

Payout rate 7%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.7%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

4 years

Giving over time from 2018 to 2022. Peak $11.3M in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

13 grants

FIDELITY INVESTMENTS CHARITABLE GIFT FUND - THE WILLOW TREE FUND
$17.3M
9 grants
BUCKINGHAM BROWNE & NICHOLS SCHOOL
$1.0M
1 grant
VALUES UNITED DBA WHISTLEBLOWER AID
$500K
1 grant
NORTH SHORE COMMUNITY DEVELOPMENT COALITION INC
$50K
1 grant
MI-AMORE
$10K
1 grant

Grant Size Distribution

13 grants

<$10K
1
grants
$10–50K
1
grants
$50–250K
$250K–1M
3
grants
$1–5M
8
grants
$5M+

Geographic Focus

3 states

Ohio
$17.3M
92% of total
Massachusetts
$1.1M
6% of total
District of Columbia
$500K
3% of total

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THE WILLOW TREE FUND — Grants, Financials & Contact | Grantivo