Willow Tree Fund
- Assets
- $8.8m
- Revenue
- $219.3k
- Investments
- $6.8m
- Employees
- 0
- Location
- Boston, MA
- Founding
- 10/2014
- Data as of
- 12/2023
- EIN
- 46-7468137
Organization Overview
Willow Tree Fund is located in Boston, MA. The organization was established in 2014. According to its NTEE Classification (S80) the organization is classified as: Community Service Clubs, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Willow Tree Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Willow Tree Fund generated $219.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (6.9%) each year. All expenses for the organization totaled $86.2k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (20.7%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Willow Tree Fund has awarded 27 individual grants totaling $20,290,065. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Tracy Williams Barron Trustee | 1 | $0 | |
Persis Barron Levy Trustee | 4 | $12,366 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $7,890 |
| Dividends & Interest | $191,712 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $9,050 |
| Capital Gain Net Income | $9,050 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $10,616 |
| Total Revenue | $219,268 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $12,366 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $14,662 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $21,509 |
| Printing and publications | $0 |
| Other expenses | $2,456 |
| Total operating and administrative expenses | $86,152 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $86,152 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,785,840 |
| Savings and temporary cash investments | $209,097 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $6,760,035 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $8,754,972 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Willow Tree Fund has awarded $1,852,802 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
FIDELITY INVESTMENTS CHARITABLE GIFT FUND - THE WILLOW TREE FUND PURPOSE: GENERAL PURPOSE/ UNRESTRICTED | $292,048 |
MI-AMORE PURPOSE: GENERAL OPERATING SUPPORT | $10,000 |
FIDELITY INVESTMENTS CHARITABLE GIFT FUND - THE WILLOW TREE FUND PURPOSE: GENERAL PURPOSE/UNRESTRICTED | $1,550,754 |