Private foundation · Boston, MA

The Willow Tree Fund

View org profile →Find similar funders →Invitation only
Typical grant size
$120K – $353K – $1.0M
25th · median · 75th percentile
Unique recipients
9

Application procedures · from 2024 990-PF

Leadership · from 2024 990-PF

Persis Barron Levy
TRUSTEE
$7K
Tracy Williams Barron
TRUSTEE
Persis Levy
TRUSTEE

Source: IRS Form 990-PF, Part VII. Officers, directors, and trustees as reported by the foundation.

Payout rate · TY 2024
27.7%
grants paid ÷ assets · ~5% IRS minimum
'17
'18
'19
'20
'21
'22
'23
'24
33
Total grants awarded
$26.7M
Total amount
$811K
Average grant
$4.8M
Largest grant

Giving by year

2024
$2.0M
5 grants
2022
$4.8M
1 grants
2021
$1.9M
3 grants
2020
$11.3M
7 grants
2019
$4.7M
5 grants
2018
$964K
2 grants
2017
$475K
3 grants
2016
$489K
4 grants
2015
$147K
3 grants

Top recipients

Fidelity Investments Charitable Gift Fund - the Willow Tree Fund
12 grants · OH
$20.7M
1 grant · MA · ✓ Exact match
$1.0M
1 grant · MA · ✓ Exact match
$972K
1 grant · MA · ✓ Exact match
$943K
Fidelity Charitable Fund
4 grants · OH
$629K
Values United Dba Whistleblower Aid
1 grant · DC
$500K
Mass Audubon
1 grant · MA
$394K
Fidelity Charitable Fund - the Willow Tree Fund
1 grant · OH
$353K
1 grant · DC · ✓ Exact match
$250K
1 grant · GA · ✓ Exact match
$250K

Recipient names are as reported on the 990-PF. ✓ Exact match = EIN matched to IRS records by exact name + state; ≈ likely match = EIN inferred from a closely similar name. The recipient EIN is never stated on the form — it is DoubleNine’s match.

Recent grants · most recent filings first

Fidelity Investments Charitable Gift Fund - the Willow Tree Fund
GENERAL PURPOSE/ UNRESTRICTED
OH · TY 2024
$1.0M
Voto Latino Foundation
GENERAL OPERATING SUPPORT
DC · TY 2024
$250K
Onyx Impact
GENERAL OPERATING SUPPORT
GA · TY 2024
$250K
The American Independent Foundation
GENERAL OPERATING SUPPORT
DC · TY 2024
$250K
Protect Democracy Project
GENERAL OPERATING SUPPORT
DC · TY 2024
$250K
Fidelity Investments Charitable Gift Fund - the Willow Tree Fund
GENERAL PURPOSE/ UNRESTRICTED
OH · TY 2022
$4.8M
Fidelity Investments Charitable Gift Fund - the Willow Tree Fund
GENERAL PURPOSE/UNRESTRICTED
OH · TY 2021
$1.6M
Fidelity Investments Charitable Gift Fund - the Willow Tree Fund
GENERAL PURPOSE/ UNRESTRICTED
OH · TY 2021
$292K
Mi-amore
GENERAL OPERATING SUPPORT
MA · TY 2021
$10K
Fidelity Investments Charitable Gift Fund - the Willow Tree Fund
GENERAL PURPOSE/ UNRESTRICTED
OH · TY 2020
$2.9M
Fidelity Investments Charitable Gift Fund - the Willow Tree Fund
GENERAL PURPOSE/UNRESTRICTED
OH · TY 2020
$2.9M
Fidelity Investments Charitable Gift Fund - the Willow Tree Fund
GENERAL PURPOSE/UNRESTICTED
OH · TY 2020
$1.7M
Fidelity Investments Charitable Gift Fund - the Willow Tree Fund
GENERAL PURPOSE/UNRESTRICTED
OH · TY 2020
$1.2M
Fidelity Investments Charitable Gift Fund - the Willow Tree Fund
GENERAL PURPOSE/ UNRESTRICTED
OH · TY 2020
$1.2M
Buckingham Browne & Nichols School
TO ESTABLISH THE WILLOW TREE SCHOLARS FUND
MA · TY 2020
$1.0M
Values United Dba Whistleblower Aid
GENERAL OPERATING SUPPORT
DC · TY 2020
$500K
Fidelity Investments Charitable Gift Fund - the Willow Tree Fund
GENERAL PURPOSE/ UNRESTRICTED
OH · TY 2019
$1.5M
Trinity Boston Connects
3-YEAR GRANT
MA · TY 2019
$972K
Utec Inc
3-YEAR GRANT/ GROWTH CAMPAIGN
MA · TY 2019
$943K
Fidelity Investments Charitable Gift Fund - the Willow Tree Fund
GENERAL PURPOSE/ UNRESTRICTED
OH · TY 2019
$936K
Mass Audubon
3-YEAR GRANT/FUNDING FOR YOUTH LEADERS PROGRAM
MA · TY 2019
$394K
Fidelity Investments Charitable Gift Fund - the Willow Tree Fund
GENERAL PURPOSE/ UNRESTRICTED
OH · TY 2018
$914K
North Shore Community Development Coalition Inc
COMMUNITY DEVELOPMENT
MA · TY 2018
$50K
Fidelity Charitable Fund - the Willow Tree Fund
GENERAL PURPOSE/ UNRESTRICTED
OH · TY 2017
$353K
Fidelity Charitable Fund the Willow Tree Fund
GENERAL PURPOSE/ UNRESTRICTED
OH · TY 2017
$120K
The Boston Educational Development Fndn - Mccormack Middle School Library
LIBRARY BOOKS
MA · TY 2017
$1K
Fidelity Charitable Fund
GENERAL PURPOSE/ UNRESTRICTED
OH · TY 2016
$257K
Fidelity Charitable Fund
GENERAL PURPOSE/ UNRESTRICTED
OH · TY 2016
$116K
Fidelity Charitable Fund
GENERAL PURPOSE/ UNRESTRICTED
OH · TY 2016
$115K
The Boston Educational Development Fndn - Mccormack Middle School Library
LIBRARY BOOKS
MA · TY 2016
$1K
Fidelity Charitable Fund
GENERAL PURPOSE/ UNRESTRICTED
OH · TY 2015
$141K
Boston Lyric Opera
GENERAL PURPOSE/ UNRESTRICTED
MA · TY 2015
$5K
The Boston Educational Development Fndn - Mccormack Middle School Library
LIBRARY BOOKS
MA · TY 2015
$1K

Source: IRS Form 990-PF, Part XV. Up to 50 most recent grants shown.