The Willow Tree Fund
EIN 467468137 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2016–2022
$19.8M
20 grants · $2.8M avg/year
based on 7 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$427K
typical big bets · $116K–$1.3M
grant size
22%
balanced · 2/9 multi-year
repeat
$11.0M
Assets (2023)
9
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(617) 227-7940
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $489K | $9.7M | $387K | 4 |
| 2017 | $475K | $17.0M | $5.6M | 3 |
| 2018 | $964K | $20.9M | $5.3M | 2 |
| 2019 | N/A | $21.8M | $4.0M | N/A |
| 2020 | $11.3M | $16.6M | $5.7M | 7 |
| 2021 | $1.9M | $16.7M | $498K | 3 |
| 2022 | $4.8M | $9.8M | $227K | 1 |
| 2023 | N/A | $11.0M | $219K | N/A |
Grant Size Distribution
Based on 20 grants on record
Minimum
$1K
25th Pctl
$116K
Median
$427K
Average
$991K
75th Pctl
$1.3M
Maximum
$4.8M
Geographic Distribution
Officers & Directors
Grants Awarded (20 total)
| Purpose | ||||
|---|---|---|---|---|
| Fidelity Investments Charitable Gift Fund - the Willow Tree Fund | Cincinnati, OH | $4,754,803 | GENERAL PURPOSE/ UNRESTRICTED | 2022 |
| Fidelity Investments Charitable Gift Fund - the Willow Tree Fund | Cincinnati, OH | $2,863,440 | GENERAL PURPOSE/ UNRESTRICTED | 2020 |
| Fidelity Investments Charitable Gift Fund - the Willow Tree Fund | Cincinnati, OH | $2,858,255 | GENERAL PURPOSE/UNRESTRICTED | 2020 |
| Fidelity Investments Charitable Gift Fund - the Willow Tree Fund | Cincinnati, OH | $1,717,243 | GENERAL PURPOSE/UNRESTICTED | 2020 |
| Fidelity Investments Charitable Gift Fund - the Willow Tree Fund | Cincinnati, OH | $1,550,754 | GENERAL PURPOSE/UNRESTRICTED | 2021 |
| Fidelity Investments Charitable Gift Fund - the Willow Tree Fund | Cincinnati, OH | $1,171,620 | GENERAL PURPOSE/UNRESTRICTED | 2020 |
| Fidelity Investments Charitable Gift Fund - the Willow Tree Fund | Cincinnati, OH | $1,155,852 | GENERAL PURPOSE/ UNRESTRICTED | 2020 |
| Buckingham Browne & Nichols School | Cambridge, MA | $1,024,485 | TO ESTABLISH THE WILLOW TREE SCHOLARS FUND | 2020 |
| Fidelity Investments Charitable Gift Fund - the Willow Tree Fund | Cincinnati, OH | $913,515 | GENERAL PURPOSE/ UNRESTRICTED | 2018 |
| Values United DBA Whistleblower Aid | Washington, DC | $500,000 | GENERAL OPERATING SUPPORT | 2020 |
| Fidelity Charitable Fund - the Willow Tree Fund | Cincinnati, OH | $353,249 | GENERAL PURPOSE/ UNRESTRICTED | 2017 |
| Fidelity Investments Charitable Gift Fund - the Willow Tree Fund | Cincinnati, OH | $292,048 | GENERAL PURPOSE/ UNRESTRICTED | 2021 |
| Fidelity Charitable Fund | Cincinnati, OH | $256,891 | GENERAL PURPOSE/ UNRESTRICTED | 2016 |
| Fidelity Charitable Fund the Willow Tree Fund | Cincinnati, OH | $120,000 | GENERAL PURPOSE/ UNRESTRICTED | 2017 |
| Fidelity Charitable Fund | Cincinnati, OH | $116,000 | GENERAL PURPOSE/ UNRESTRICTED | 2016 |
| Fidelity Charitable Fund | Cincinnati, OH | $115,000 | GENERAL PURPOSE/ UNRESTRICTED | 2016 |
| North Shore Community Development Coalition Inc | Salem, MA | $50,000 | COMMUNITY DEVELOPMENT | 2018 |
| Mi-Amore | Winthrop, MA | $10,000 | GENERAL OPERATING SUPPORT | 2021 |
| The Boston Educational Development FNDN - McCormack Middle School Library | Dorchester, MA | $1,469 | LIBRARY BOOKS | 2016 |
| The Boston Educational Development FNDN - McCormack Middle School Library | Dorchester, MA | $1,368 | LIBRARY BOOKS | 2017 |
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