The Willow Tree Fund
CO HEMENWAY BARNESPO BOX 961209 - BOSTON - MA 021961209, Massachusetts
Latest Filing: 2023
Total Assets: $8.63M
Total Giving: $4.75M
Grants: 1
Median Grant: $4.75M
THE WILLOW TREE FUND is a selective grantmaker that only funds pre-selected organizations, distributing $4.8M through 1 grant annually.
2023 Summary
$8.63M
Total Assets
$4.75M
Funding Awarded
1
Grants Given
$4.75M
Median Grant
$4.75M
Largest Grant
$4.75M
Smallest Grant
2023 Recipients
| Recipient | Award | Location | Purpose |
|---|---|---|---|
| Fidelity Investments Charitable Gift Fund The Willow Tree Fund | $4.75M | Cincinnati, OHIO | General Purpose/ Unrestricted |
$4,754,803
$4,754,803
State
Total
-
OH
Ohio
$4,754,803
Contacts
| Name | Phone | Title |
|---|---|---|
| PERSIS BARRON LEVY | 6172277940 | TRUSTEE |
| PERSIS BARRON LEVY | Signing Officer |
Historical Financials
| Year | Total Assets | Total Giving | Grants | Median Grant | Max Grant | Min Grant |
|---|---|---|---|---|---|---|
| 2023 | $8,629,849 | $4,754,803 | 1 | $4,754,803 | $4,754,803 | $4,754,803 |
| 2022 | $12,605,168 | $1,852,802 | 3 | $292,048 | $1,550,754 | $10,000 |
| 2021 | $13,931,824 | $11,290,895 | 7 | $1,171,620 | $2,863,440 | $500,000 |
| 2020 | $19,028,089 | $4,744,259 | 5 | $942,600 | $1,500,000 | $393,712 |
| 2019 | $19,849,644 | $963,515 | 2 | $481,757 | $913,515 | $50,000 |
| 2018 | $15,278,898 | $474,617 | 3 | $120,000 | $353,249 | $1,368 |
Why Organizations Trust GrantExec
Available Funding
Active Grants
New Grants Analyzed This Week