WILLOW TREE FUND
Cite this
Plain text WILLOW TREE FUND. Strategy Studio, nonprofit organization profile, tax years 2015–2025. https://strategystudio.org/org/467468137. Retrieved 2026-10-18.
APA Strategy Studio. (n.d.). WILLOW TREE FUND [Nonprofit organization profile; tax years 2015–2025]. Retrieved October 18, 2026, from https://strategystudio.org/org/467468137
MLA “WILLOW TREE FUND.” Strategy Studio, tax years 2015–2025, https://strategystudio.org/org/467468137. Accessed 18 Oct. 2026.
Retrieved 2026-10-18; covers tax years 2015–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990PF · revenue $398K · expenses $2.0M · assets $6.9M
- EIN
- 46-7468137
- Address
- CO HEMENWAY BARNESPO BOX 961209, BOSTON, MA 02196-0000
- NTEE code
- S80
- Subsection
- 501(c)(3)
- Ruling year
- 2014
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Persis Barron Levy | TRUSTEE | 2015-2025 | $1,266 | $146,177 | 1 |
Unpaid officers and directors · 1 person
| Name | Latest title | Years | Organizations |
|---|---|---|---|
| Tracy Williams Barron | TRUSTEE | 2015-2025 | 1 |
People by year
2025 · 2 people listed · 1 paid, $1K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PERSIS BARRON LEVY | TRUSTEE | 4 | $1,266 | - | $0 | $1,266 | 1 |
| TRACY WILLIAMS BARRON | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2024 · 2 people listed · 1 paid, $7K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PERSIS BARRON LEVY | TRUSTEE | 4 | $7,435 | - | $0 | $7,435 | 1 |
| TRACY WILLIAMS BARRON | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2023 · 2 people listed · 1 paid, $12K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PERSIS BARRON LEVY | TRUSTEE | 4 | $12,366 | - | $0 | $12,366 | 1 |
| TRACY WILLIAMS BARRON | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2022 · 2 people listed · 1 paid, $15K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PERSIS BARRON LEVY | TRUSTEE | 4 | $15,057 | - | $0 | $15,057 | 1 |
| TRACY WILLIAMS BARRON | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2021 · 2 people listed · 1 paid, $14K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PERSIS BARRON LEVY | TRUSTEE | 4 | $14,019 | - | $0 | $14,019 | 1 |
| TRACY WILLIAMS BARRON | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2020 · 2 people listed · 1 paid, $35K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PERSIS BARRON LEVY | TRUSTEE | 4 | $34,759 | - | $0 | $34,759 | 1 |
| TRACY WILLIAMS BARRON | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2019 · 2 people listed · 1 paid, $13K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PERSIS BARRON LEVY | TRUSTEE | 4 | $13,464 | - | $0 | $13,464 | 1 |
| TRACY WILLIAMS BARRON | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2018 · 2 people listed · 1 paid, $15K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PERSIS BARRON LEVY | TRUSTEE | 4 | $15,282 | - | $0 | $15,282 | 1 |
| TRACY WILLIAMS BARRON | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2017 · 2 people listed · 1 paid, $17K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PERSIS BARRON LEVY | TRUSTEE | 4 | $16,524 | - | $0 | $16,524 | 1 |
| TRACY WILLIAMS BARRON | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2016 · 2 people listed · 1 paid, $16K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PERSIS BARRON LEVY | TRUSTEE | 4 | $16,005 | - | $0 | $16,005 | 1 |
| TRACY WILLIAMS BARRON | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2015 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TRACY WILLIAMS BARRON | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
| PERSIS LEVY | TRUSTEE | 0 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 1 grant to organizations · $2.0M
2024 · 5 grants to organizations · $2.0M
2022 · 1 grant to organizations · $4.8M
2021 · 3 grants to organizations · $1.9M
2020 · 7 grants to organizations · $11.3M
2019 · 5 grants to organizations · $4.7M
2018 · 2 grants to organizations · $964K
2017 · 3 grants to organizations · $475K
2016 · 4 grants to organizations · $489K
2015 · 3 grants to organizations · $147K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2020 · 1 contributor · $5.4M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | TRACY WILLIAMS BARRON | Person | BOSTON, MA | $5,440,230 | $5,440,230 | Form 990PF Sch. B, 2020 · filing |
2019 · 1 contributor · $3.4M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | TRACY WILLIAMS BARRON | Person | BOSTON, MA | $3,403,800 | $3,403,800 | Form 990PF Sch. B, 2019 · filing |
2018 · 1 contributor · $5.0M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | TRACY WILLIAMS BARRON | Person | BOSTON, MA | $5,042,540 | $5,042,540 | Form 990PF Sch. B, 2018 · filing |
2017 · 1 contributor · $5.5M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | TRACY WILLIAMS BARRON | Person | BOSTON, MA | $5,496,700 | $5,496,700 | Form 990PF Sch. B, 2017 · filing |
2016 · 2 contributors · $257K
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $398,185 | $2,044,957 | $6,916,849 | $6,916,849 | - | - | $1,266 | - | - |
| 2024 · Form 990PF | ||||||||
| $119,611 | $2,103,918 | $7,340,576 | $7,340,576 | - | - | $7,435 | - | - |
| 2023 · Form 990PF | ||||||||
| $219,268 | $86,152 | $8,754,972 | $8,754,972 | - | - | $12,366 | - | - |
| 2022 · Form 990PF | ||||||||
| $227,003 | $4,838,841 | $8,629,849 | $8,629,437 | - | - | $15,057 | - | - |
| 2021 · Form 990PF | ||||||||
| $497,869 | $1,941,767 | $12,605,168 | $12,604,390 | - | - | $14,019 | - | - |
| 2020 · Form 990PF | ||||||||
| $5,713,042 | $11,474,531 | $13,931,824 | $13,931,074 | $5,440,230 | - | $34,759 | - | - |
| 2019 · Form 990PF | ||||||||
| $3,996,385 | $4,817,940 | $19,028,089 | $19,027,339 | $3,403,800 | - | $13,464 | - | - |
| 2018 · Form 990PF | ||||||||
| $5,347,898 | $1,045,042 | $19,849,644 | $19,848,894 | $5,042,540 | - | $15,282 | - | - |
| 2017 · Form 990PF | ||||||||
| $5,561,410 | $547,189 | $15,278,898 | $15,278,898 | $5,496,700 | - | $16,524 | - | - |
| 2016 · Form 990PF | ||||||||
| $387,233 | $548,396 | $10,137,482 | $10,137,482 | $256,891 | - | $16,005 | - | - |
| 2015 · Form 990PF | ||||||||
| $369,192 | $354,955 | $10,264,276 | $10,264,276 | - | - | $0 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| BROOKFIELD MEADOWS TENANTS ASSOCIATION INC | MA | S80 | $322,705 | $364,850 | CLERK | $0 | Same NTEE code S80, revenue within 2x, same state |
| GREATER BOSTON NAZARENE COMPASSIONATE CENTER INC | MA | S80 | $371,936 | $347,789 | Executive Director | $0 | Same NTEE code S80, revenue within 2x, same state |
| EAST CAMBRIDGE BUSINESS ASSOCIATION INC | MA | S80 | $441,479 | $448,739 | EXECUTIVE DIRECTOR | $178,726 | Same NTEE code S80, revenue within 2x, same state |
| HOUSE OF PEACE & EDUCATION INC | MA | S80 | $452,525 | $499,161 | EXECUTIVE DI | $48,000 | Same NTEE code S80, revenue within 2x, same state |
| SOMALI DEVELOPMENT CENTER INC | MA | S80 | $469,460 | $462,812 | EXECUTIVE DIRECTOR | $30,062 | Same NTEE code S80, revenue within 2x, same state |
| ACT LAWRENCE INC | MA | S80 | $687,659 | $617,105 | EXECUTIVE DI | $82,750 | Same NTEE code S80, revenue within 2x, same state |
| STAMFORD ROTARY TRUST FUND | CT | S80 | $765,768 | $530,364 | TRUSTEE, CHAIRPERSON | $0 | Same NTEE code S80, revenue within 2x |
| WILLOWBANK YACHT CLUB INC | NY | S80 | $550,117 | $546,388 | Board member | $0 | Same NTEE code S80, revenue within 2x |
| ANNIES LIST TRAINING AND ENGAGEMENT FUND | TX | S80 | $560,830 | $475,131 | Executive Director | $129,841 | Same NTEE code S80, revenue within 2x |
| THREE WISHES FOR RUBYS RESIDENTS | AR | S80 | $529,261 | $500,354 | CEO | $0 | Same NTEE code S80, revenue within 2x |
| MASSILLON ROTARY FOUNDATION TRUST | OH | S80 | $228,377 | $244,599 | TRUSTEE | $0 | Same NTEE code S80, revenue within 2x |
| THREE FORKS WATER ASSOC INC | MS | S80 | $200,780 | $168,468 | BOARD MEBER | $0 | Same NTEE code S80, revenue within 2x |
| CENTER FOR COMMUNITY SERVICE FUND | WA | S80 | $622,059 | $641,219 | PRESIDENT | $437,831 | Same NTEE code S80, revenue within 2x |
| ROTARY CLUB OF BELFAST MAINE CHARITABLE FUND | ME | S80 | $229,140 | $144,477 | Director | $0 | Same NTEE code S80, revenue within 2x |
| THE HELM FOUNDATION | UT | S80 | $455,082 | $338,825 | BOARD MEMBER | $0 | Same NTEE code S80, revenue within 2x |
| FRIENDS OF THE TRAIL | WA | S80 | $331,944 | $298,886 | President, Executive Director, Director | $105,078 | Same NTEE code S80, revenue within 2x |
| LAKE CHELAN ROTARY COMMUNITY & INTERNATIONAL FUND | WA | S80 | $208,292 | $300,227 | Board Member | $0 | Same NTEE code S80, revenue within 2x |
| MCCULLOUGH FOUNDATION | TX | S80 | $474,586 | $195,604 | PRESIDENT | $0 | Same NTEE code S80, revenue within 2x |
| REACH FOR TOMORROW INC | VA | S80 | $411,180 | $426,477 | PROGRAM MANAGER | $98,695 | Same NTEE code S80, revenue within 2x |
| TEXAS LIONS FOUNDATION INC | TX | S80 | $441,941 | $274,193 | CHIEF OPERATION | $19,500 | Same NTEE code S80, revenue within 2x |
| FALL CREEK AREA FOUNDATION | WI | S80 | $206,360 | $110,548 | TRUSTEE | $0 | Same NTEE code S80, revenue within 2x |
| TEXANS FOR CLEAN WATER INC | TX | S80 | $435,000 | $428,773 | President and Director | $53,654 | Same NTEE code S80, revenue within 2x |
| CLEVELAND ROTARY FOUNDATION | OH | S80 | $246,790 | $200,221 | SECRETARY | $47,500 | Same NTEE code S80, revenue within 2x |
| MOST WORSHIPFUL PRINCE HALL GRAND LODGE F AND A M OF TENNESSEE | TN | S80 | $292,452 | $354,562 | GRAND MASTER | $12,000 | Same NTEE code S80, revenue within 2x |
| ASHLAND MAIN STREET ASSOCIATION | VA | S80 | $228,520 | $273,877 | BOARD MEMBER | $0 | Same NTEE code S80, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990PF · $2,044,957 spent · pay $1,266 · grants $1,992,538 · events $2,136
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,992,538 | 97.4% | |
| Fees: other professional | $34,413 | 1.7% | |
| Taxes | $10,988 | 0.5% | |
| Other expenses | $3,616 | 0.2% | |
| Travel, conferences and meetings | $2,136 | 0.1% | |
| Pay: officers, directors, trustees | $1,266 | 0.1% | |
| Total | $2,044,957 | 100% |
2024 · Form 990PF · $2,103,918 spent · pay $7,435 · grants $2,031,008 · events $6,040
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,031,008 | 96.5% | |
| Fees: other professional | $34,070 | 1.6% | |
| Taxes | $13,791 | 0.7% | |
| Other expenses | $11,574 | 0.6% | |
| Pay: officers, directors, trustees | $7,435 | 0.4% | |
| Travel, conferences and meetings | $6,040 | 0.3% | |
| Total | $2,103,918 | 100% |
2023 · Form 990PF · $86,152 spent · pay $12,366 · grants $0 · events $21,509
| Line | As described | Total | Share |
|---|---|---|---|
| Fees: other professional | $35,159 | 40.8% | |
| Travel, conferences and meetings | $21,509 | 25.0% | |
| Taxes | $14,662 | 17.0% | |
| Pay: officers, directors, trustees | $12,366 | 14.4% | |
| Other expenses | $2,456 | 2.9% | |
| Total | $86,152 | 100% |
2022 · Form 990PF · $4,838,841 spent · pay $15,057 · grants $4,754,803 · events $2,954
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,754,803 | 98.3% | |
| Fees: other professional | $45,463 | 0.9% | |
| Taxes | $16,873 | 0.3% | |
| Pay: officers, directors, trustees | $15,057 | 0.3% | |
| Other expenses | $3,691 | 0.1% | |
| Travel, conferences and meetings | $2,954 | 0.1% | |
| Total | $4,838,841 | 100% |
2021 · Form 990PF · $1,941,767 spent · pay $14,019 · grants $1,852,802 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,852,802 | 95.4% | |
| Fees: other professional | $47,661 | 2.5% | |
| Taxes | $22,191 | 1.1% | |
| Pay: officers, directors, trustees | $14,019 | 0.7% | |
| Other expenses | $5,094 | 0.3% | |
| Total | $1,941,767 | 100% |
2020 · Form 990PF · $11,474,531 spent · pay $34,759 · grants $11,290,895 · events $148
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $11,290,895 | 98.4% | |
| Taxes | $83,396 | 0.7% | |
| Fees: other professional | $48,947 | 0.4% | |
| Pay: officers, directors, trustees | $34,759 | 0.3% | |
| Other expenses | $16,386 | 0.1% | |
| Travel, conferences and meetings | $148 | 0.0% | |
| Total | $11,474,531 | 100% |
2019 · Form 990PF · $4,817,940 spent · pay $13,464 · grants $4,744,259 · events $135
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,744,259 | 98.5% | |
| Fees: other professional | $41,398 | 0.9% | |
| Other expenses | $13,773 | 0.3% | |
| Pay: officers, directors, trustees | $13,464 | 0.3% | |
| Taxes | $4,911 | 0.1% | |
| Travel, conferences and meetings | $135 | 0.0% | |
| Total | $4,817,940 | 100% |
2018 · Form 990PF · $1,045,042 spent · pay $15,282 · grants $963,515 · events $1,114
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $963,515 | 92.2% | |
| Fees: other professional | $42,846 | 4.1% | |
| Pay: officers, directors, trustees | $15,282 | 1.5% | |
| Other expenses | $14,187 | 1.4% | |
| Taxes | $7,445 | 0.7% | |
| Travel, conferences and meetings | $1,114 | 0.1% | |
| Fees: legal | $653 | 0.1% | |
| Total | $1,045,042 | 100% |
2017 · Form 990PF · $547,189 spent · pay $16,524 · grants $474,617 · events $218
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $474,617 | 86.7% | |
| Fees: other professional | $45,142 | 8.2% | |
| Pay: officers, directors, trustees | $16,524 | 3.0% | |
| Taxes | $8,028 | 1.5% | |
| Other expenses | $1,684 | 0.3% | |
| Fees: legal | $976 | 0.2% | |
| Travel, conferences and meetings | $218 | 0.0% | |
| Total | $547,189 | 100% |
2016 · Form 990PF · $548,396 spent · pay $16,005 · grants $489,360 · events $995
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $489,360 | 89.2% | |
| Fees: other professional | $30,271 | 5.5% | |
| Pay: officers, directors, trustees | $16,005 | 2.9% | |
| Taxes | $8,356 | 1.5% | |
| Other expenses | $2,291 | 0.4% | |
| Occupancy | $1,000 | 0.2% | |
| Travel, conferences and meetings | $995 | 0.2% | |
| Fees: legal | $118 | 0.0% | |
| Total | $548,396 | 100% |
2015 · Form 990PF · $354,955 spent · pay $0 · grants $147,204 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Taxes | $151,090 | 42.6% | |
| Contributions, gifts, grants paid | $147,204 | 41.5% | |
| Fees: other professional | $48,128 | 13.6% | |
| Fees: legal | $4,493 | 1.3% | |
| Other expenses | $2,840 | 0.8% | |
| Fees: accounting | $1,200 | 0.3% | |
| Total | $354,955 | 100% |