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Form 990-PFTax year 2025EIN 46-7468137

The Willow Tree Fund

A private foundation in Boston, MA. Its return for tax year 2025 lists 1 grant and $2 million paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2025

    $1,992,538

    Grants listed
    1
    Assets, end of year
    $6,916,849

  • Tax year 2024

    $2,031,008

    Grants listed
    5
    Assets, end of year
    $7,340,576

  • Tax year 2023

    $0

    Grants listed
    0
    Assets, end of year
    $8,754,972

  • Tax year 2022

    $4,754,803

    Grants listed
    1
    Assets, end of year
    $8,629,849

  • Tax year 2021

    $1,852,802

    Grants listed
    3
    Assets, end of year
    $12,605,168

  • Tax year 2020

    $11,290,895

    Grants listed
    7
    Assets, end of year
    $13,931,824

  • Tax year 2019

    $4,744,259

    Grants listed
    5
    Assets, end of year
    $19,028,089

  • Tax year 2018

    $963,515

    Grants listed
    2
    Assets, end of year
    $19,849,644

Grants paid in 2025

1 grant, largest first

As listed on the return.

  1. Fidelity Investments Charitable Gift Fund - the Willow Tree FundCincinnati, OH

    General purpose/ unrestricted

    $1,992,538

Where the money goes

By State

Grants to organizations with a US address, latest year.

  1. Ohio1 grant $1,992,538

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Tracy Williams BarronTRUSTEE Hours 1Pay $0
  • Persis Barron LevyTRUSTEE Hours 4Pay $1,266

The return

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