The Willow Tree Fund | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Willow Tree Fund. Data shown is extracted from Form 990-PF filings.
EIN: 46-7468137
Foundation Overview
Based in Boston, MA, The Willow Tree Fund has awarded 22 grants totaling $29,335,598 to organizations in Ohio, Massachusetts and 1 other state across the US. Individual grants range from $1,368 to $4,754,803, with a median award of $706,757.5.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
3 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
73% of all grants are concentrated in Ohio, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Ohio, funding concentrates in Cincinnati (100%).
Funding Trajectory
Strong 872% growth in annual giving over 6 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on general purposes (63%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Willow Tree Fund's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Fidelity Investments Charitable Gift Fund - The Willow Tree Fund | $4,754,803 | Cincinnati, OH, US | General Purpose/ Unrestricted | 2022 |
| Fidelity Investments Charitable Gift Fund - The Willow Tree Fund | $4,754,803 | Cincinnati, OH, US | General Purpose/ Unrestricted | 2022 |
| Fidelity Investments Charitable Gift Fund - The Willow Tree Fund | $4,754,803 | Cincinnati, OH, US | General Purpose/ Unrestricted | 2022 |
| Fidelity Investments Charitable Gift Fund - The Willow Tree Fund | $292,048 | Cincinnati, OH, US | General Purpose/ Unrestricted | 2021 |
| Fidelity Investments Charitable Gift Fund - The Willow Tree Fund | $1,550,754 | Cincinnati, OH, US | General Purpose/unrestricted | 2021 |
| Mi-amore | $10,000 | Winthrop, MA, US | General Operating Support | 2021 |
| Buckingham Browne & Nichols School | $1,024,485 | Cambridge, MA, US | To Establish The Willow Tree Scholars Fund | 2020 |
| Fidelity Investments Charitable Gift Fund - The Willow Tree Fund | $1,155,852 | Cincinnati, OH, US | General Purpose/ Unrestricted | 2020 |
| Fidelity Investments Charitable Gift Fund - The Willow Tree Fund | $2,863,440 | Cincinnati, OH, US | General Purpose/ Unrestricted | 2020 |
| Fidelity Investments Charitable Gift Fund - The Willow Tree Fund | $1,171,620 | Cincinnati, OH, US | General Purpose/unrestricted | 2020 |
| Fidelity Investments Charitable Gift Fund - The Willow Tree Fund | $2,858,255 | Cincinnati, OH, US | General Purpose/unrestricted | 2020 |
| Fidelity Investments Charitable Gift Fund - The Willow Tree Fund | $1,717,243 | Cincinnati, OH, US | General Purpose/unresticted | 2020 |
| Values United Dba Whistleblower Aid | $500,000 | Washington, DC, US | General Operating Support | 2020 |
| Fidelity Investments Charitable Gift Fund - The Willow Tree Fund | $913,515 | Cincinnati, OH, US | General Purpose/ Unrestricted | 2018 |
| North Shore Community Development Coalition Inc | $50,000 | Salem, MA, US | Community Development | 2018 |
| Fidelity Charitable Fund - The Willow Tree Fund | $353,249 | Cincinnati, OH, US | General Purpose/ Unrestricted | 2017 |
| Fidelity Charitable Fund The Willow Tree Fund | $120,000 | Cincinnati, OH, US | General Purpose/ Unrestricted | 2017 |
| The Boston Educational Development Fndn - Mccormack Middle School Library | $1,368 | Dorchester, MA, US | Library Books | 2017 |
| Fidelity Charitable Fund | $256,891 | Cincinnati, OH, US | General Purpose/ Unrestricted | 2016 |
| Fidelity Charitable Fund | $115,000 | Cincinnati, OH, US | General Purpose/ Unrestricted | 2016 |
| Fidelity Charitable Fund | $116,000 | Cincinnati, OH, US | General Purpose/ Unrestricted | 2016 |
| The Boston Educational Development Fndn - Mccormack Middle School Library | $1,469 | Dorchester, MA, US | Library Books | 2016 |
Foundations Similar to The Willow Tree Fund
Discover 5 foundations with comparable assets ($10,013,912-$12,002,197), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Koha Family Foundation
EIN: 04-3499731 | 8 grants awarded |
$10,762,704
(≈ Similar) |
$649,710
median grant |
Lexington, MA
Same state |
|
|
Eykamp Foundation Fka Melvina Foundation
EIN: 23-7001774 | 9 grants awarded |
$10,746,176
(≈ Similar) |
$950,870
median grant |
Arlington, MA
Same state |
|
|
Father N J Gies Char Found Tr
EIN: 59-7012346 | 11 grants awarded |
$11,740,987
(≈ Similar) |
$578,007
median grant |
Boston, MA
Same state |
|
|
Ginsberg Snider Family Foundation
EIN: 87-6637704 | 4 grants awarded |
$12,002,197
(≈ Similar) |
$507,150
median grant |
Brookline, MA
Same state |
|
|
Seth Adams Tr
EIN: 23-7125976 | 6 grants awarded |
$10,013,912
(≈ Similar) |
$531,193.5
median grant |
Boston, MA
Same state |
|
Related Foundation Resources in MA:
Contact Information
Official contact details for The Willow Tree Fund as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 46-7468137 |
| Website | N/A |
| Address | CO HEMENWAY BARNESPO BOX 961209 Boston, MA 02196-0000 |
Key People (2)
Board members, trustees, and key staff who oversee The Willow Tree Fund's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Tracy Williams Barron |
|---|---|
| Trustee | Persis Barron Levy |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Willow Tree Fund is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.