The Willow Tree Fund
Invitation OnlyBoston, Massachusetts · EIN 46-7468137 · Private foundation
Grants paid (2025)$2M
Organizations funded1
Typical grant$1,992,538
Total assets$9.2M
Half of its grants to organizations were between $1,992,538 and $1,992,538.
From the return
How to apply
On its return for tax year 2025 the foundation checked the box saying it only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds.
Where it gives
100% of grants went outside Massachusetts.
Grants paid in tax year 2025
| Recipient | Location | Purpose | Amount |
|---|---|---|---|
| Fidelity Investments Charitable Gift Fund - the Willow Tree Fund | Cincinnati, OH | General purpose/ unrestricted | $1,992,538 |
Giving by year
| Tax year | Grants paid | Grant lines |
|---|---|---|
| 2025 | $1,992,538 | 1 |
| 2024 | $2,031,008 | 5 |
| 2023 | $0 | 0 |
Sources
- IRS Form 990-PF, tax year 2025, filed May 11, 2026 - IRS e-file batch, object ID 202621319349101412
- IRS Tax Exempt Organization Search for EIN 46-7468137
- Profile updated Nov 10, 2026
Facts on this page come from the foundation's own IRS Form 990-PF filings as published by the IRS. Grantvello does not know whether a foundation is accepting proposals right now: a past grant is not an open opportunity. Always confirm current guidelines with the funder before applying.