Private foundation · EIN 46-7468137 · Boston, Massachusetts · Community improvement

Willow Tree Fund

Should you approach them?

Don't send a cold proposal. The foundation reports that it only gives to preselected organizations; an introduction through a current grantee or board member is the realistic route.

From the 2025 Form 990-PF: 1 grants paid, $2.0M total, median $2.0M.

Accepts applications
No
per 990-PF Part XV
Grants paid, 2025
1
$2.0M
Median grant
$2.0M
Stays in MA
—
of grants
Deadline
—
Assets
$6.9M

Grants paid in 2025

1 grants, all shown · from Form 990-PF Part XV

RecipientPurposeAmount
Fidelity Investments Charitable Gift Fund - the Willow Tree FundCincinnati, OHGeneral purpose/ unrestricted$2.0M

About this foundation

Willow Tree Fund is a private grantmaking foundation in Boston, Massachusetts, administered in care of Hemenway & Barnes Llp, tax-exempt since 2014. Private foundations must pay out roughly 5% of their assets each year, mostly as grants to 501(c)(3) public charities.

All filings on ProPublica

Does Willow Tree Fund accept grant applications?

No. On its 2025 Form 990-PF the foundation checked that it only makes contributions to preselected organizations. Look for an introduction through a current grantee.

How much does Willow Tree Fund give each year?

In tax year 2025 it paid $2.0M across 1 grants, a median of $2.0M.

Where does Willow Tree Fund give?

Ohio (1 grants), per its latest filing.

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