Private Foundation

THE WILLOW TREE FUND

THE WILLOW TREE FUND, of BOSTON, MA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $398K in revenue, $2.0M in expenses, $6.9M in total assets. IRS filings disclose 27 grants awarded by this foundation, totaling roughly $28.1M.

EIN: 467468137 BOSTON, MA Latest filing: 2025

Total Revenue$398K

Total Expenses$2.0M

Total Assets$6.9M

Grants Given27

Grant Total$28.1M

Filing Years2021–2025

Sample Grants Given

FIDELITY INVESTMENTS CHARITABLE GIFT FUND - THE WILLOW TREE FUND

CINCINNATI, OH · 2025

GENERAL PURPOSE/ UNRESTRICTED

$1,992,538

FIDELITY INVESTMENTS CHARITABLE GIFT FUND - THE WILLOW TREE FUND

CINCINNATI, OH · 2024

GENERAL PURPOSE/ UNRESTRICTED

$1,031,008

ONYX IMPACT

ATLANTA, GA · 2024

GENERAL OPERATING SUPPORT

$250,000

PROTECT DEMOCRACY PROJECT

WASHINGTON, DC · 2024

GENERAL OPERATING SUPPORT

$250,000

THE AMERICAN INDEPENDENT FOUNDATION

WASHINGTON, DC · 2024

GENERAL OPERATING SUPPORT

$250,000

Showing up to 5 of 27 total records — full history available with membership.

Officers & Directors

TRUSTEE Persis Barron Levy

TRUSTEE Tracy Williams Barron

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL PURPOSE/ UNRESTRICTED

$15,912,633 11 grants

GENERAL PURPOSE/UNRESTRICTED

$5,580,629 3 grants

GENERAL PURPOSE/UNRESTICTED

$1,717,243 1 grant

GENERAL OPERATING SUPPORT

$1,510,000 6 grants

TO ESTABLISH THE WILLOW TREE SCHOLARS FUND

$1,024,485 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2025	$398K	$2.0M	$6.9M
2024	$120K	$2.1M	$7.3M
2023	$219K	$86K	$8.8M
2022	$227K	$4.8M	$8.6M
2021	$498K	$1.9M	$12.6M

Between 2021 and 2025, reported annual revenue declined from $498K to $398K (-20%), with total assets most recently reported at $6.9M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in DC, GA, MA, OH.

DCGAMAOH

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE WILLOW TREE FUND

Complete financials, all 27 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports