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EIN 46-7468137

The Willow Tree Fund

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Boston
State
Massachusetts
Year formed
2014
Most recent tax filings
2022-12-01
NTEE code, primary
T20: Private Foundations
Description
The The Willow Tree Fund is a private foundation located in Boston, MA that supports Fidelity Investments Charitable Gift Fund - The Willow Tree Fund. Last year, it made seven grants. Tracy Williams Barron is the primary supporter.
Also known as...
Tracy Williams Barron Ttee
Total revenues
$227,003
2022
Total expenses
$4,838,841
2022
Total assets
$8,629,849
2022
Num. employees
n/a

Personnel at The Willow Tree Fund

NameTitleCompensation
Persis Barron LevyTrustee$15,057

Financials for The Willow Tree Fund

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$209,721
Net rental income$0
Net gain from sale of non-inventory assets$4,474
Gross sales of inventory$0
Miscellaneous revenues$12,808
Total revenues$227,003

Form 990s for The Willow Tree Fund

Fiscal year endingDate received by IRSFormPDF link
2022-122023-05-08990PFView PDF
2021-122022-08-19990PFView PDF
2020-122021-06-24990PFView PDF
2019-122021-06-14990PFView PDF
2018-122019-06-19990PFView PDF
...and 4 more Form 990s
Data update history
July 6, 2023
Posted financials
Added Form 990PF for fiscal year 2022
October 10, 2021
Posted financials
Added Form 990PF for fiscal year 2020
October 6, 2021
Posted financials
Added Form 990PF for fiscal year 2019
November 26, 2019
Posted financials
Added Form 990PF for fiscal year 2018
October 18, 2018
Posted financials
Added Form 990PF for fiscal year 2017
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCommunity service nonprofitsCharities
Issues
EnvironmentCommunity improvement
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
Co Hemenway Barnespo Box 961209
Boston, MA 02196
Metro area
Boston-Cambridge-Newton, MA-NH
County
Suffolk County, MA
Phone
(617) 227-7940
IRS details
EIN
46-7468137
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2014
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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