Willow Tree Fund
- Assets
- $12.6m
- Revenue
- $497.9k
- Investments
- $10.6m
- Employees
- 0
- Location
- Boston, MA
- Founding
- 10/2014
- Data as of
- 12/2021
- 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 12/2021, Willow Tree Fund generated $497.9k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.4% each year. All expenses for the organization totaled $1.9m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Willow Tree Fund has awarded 31 individual grants totaling $31,106,343. 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 |
|---|---|---|---|
Persis Barron Levy Trustee | 4 | $14,019 | |
Tracy Williams Barron Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $199 |
| Dividends & Interest | $255,842 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $223,158 |
| Capital Gain Net Income | $223,158 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $18,670 |
| Total Revenue | $497,869 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $14,019 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $22,191 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $5,094 |
| Total operating and administrative expenses | $88,965 |
| Contributions, gifts, grants paid | $1,852,802 |
| Total expenses and disbursements | $1,941,767 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,960,542 |
| Savings and temporary cash investments | $23,144 |
| 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 | $10,621,482 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $12,605,168 |
| 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 | $778 |
| Total liabilities | $778 |
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 | $1,550,754 |
FIDELITY INVESTMENTS CHARITABLE GIFT FUND - THE WILLOW TREE FUND PURPOSE: GENERAL PURPOSE/ UNRESTRICTED | $292,048 |
MI-AMORE PURPOSE: GENERAL OPERATING SUPPORT | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Community Programs Of Westchester Jewish Community Services White Plains, NY | $12,138,978 | $16,937,661 |
Sunnyside Community Services Inc Long Island City, NY | $7,213,077 | $15,496,475 |
The B E L L Foundation Inc Westwood, MA | $26,190,550 | $19,692,109 |
Marshall Project Inc New York, NY | $18,747,646 | $15,174,508 |
Nassau-Suffolk Law Services Committee Inc Hempstead, NY | $5,326,603 | $11,194,760 |
Mercy Flight Central Inc Canandaigua, NY | $14,339,659 | $14,213,717 |
Here To Here Foundation Inc Bronx, NY | $10,262,789 | $1,365,332 |
Arab-American Family Support Center Inc Brooklyn, NY | $5,221,623 | $9,617,886 |
Asian Americans For Equality Inc New York, NY | $26,601,430 | $8,393,675 |
Greater Hartford Ridesharing Corporation Bloomfield, CT | $7,224,593 | $6,566,228 |
Creating Resources For Empowerment And Action Inc New York, NY | $14,539,110 | $8,895,948 |
Avodah The Jewish Service Corps Inc New York, NY | $2,569,454 | $4,032,872 |