The Willow Tree Fund
EIN: 467468137
Does Not Accept Applications
Total Assets
$8.6M
Key Financial Metrics (2023)
Total Giving
$4.8M
Number of Grants
1
Median Grant
$4.8M
Grant Range
$4.8M - $4.8M
Historical Giving Trends
| Year | Assets | Total Giving | # Grants | Median Grant |
|---|---|---|---|---|
| 2023 | $8.6M | $4.8M | 1 | $4.8M |
| 2022 | $12.6M | $1.9M | 3 | $292K |
| 2021 | $13.9M | $11.3M | 7 | $1.2M |
| 2020 | $19.0M | $4.7M | 5 | $943K |
| 2019 | $19.8M | $964K | 2 | $482K |
Recent Grant Recipients
FIDELITY INVESTMENTS CHARITABLE GIFT FUND - THE WILLOW TREE FUND
GENERAL PURPOSE/ UNRESTRICTED
PO BOX 770001 - CINCINNATI - OH 452770053 • 2022
$4.8M
Quick Facts
Location
MassachusettsReturn Type
990PF
Most Recent Filing
2023
Annual Expenses
$4.8M
Giving Rate
55.1% of assets
Application Policy
Accepts Applications
No - Invite Only