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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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Persis Barron Levy TRUSTEE2015-2025 $1,266$146,177 1
Unpaid officers and directors · 1 person
NameLatest titleYearsOrganizations
Tracy Williams Barron TRUSTEE2015-2025 1

People by year

2025 · 2 people listed · 1 paid, $1K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PERSIS BARRON LEVY TRUSTEE4 $1,266-$0 $1,2661
TRACY WILLIAMS BARRON TRUSTEE1 $0-$0 $01
2024 · 2 people listed · 1 paid, $7K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PERSIS BARRON LEVY TRUSTEE4 $7,435-$0 $7,4351
TRACY WILLIAMS BARRON TRUSTEE1 $0-$0 $01
2023 · 2 people listed · 1 paid, $12K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PERSIS BARRON LEVY TRUSTEE4 $12,366-$0 $12,3661
TRACY WILLIAMS BARRON TRUSTEE1 $0-$0 $01
2022 · 2 people listed · 1 paid, $15K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PERSIS BARRON LEVY TRUSTEE4 $15,057-$0 $15,0571
TRACY WILLIAMS BARRON TRUSTEE1 $0-$0 $01
2021 · 2 people listed · 1 paid, $14K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PERSIS BARRON LEVY TRUSTEE4 $14,019-$0 $14,0191
TRACY WILLIAMS BARRON TRUSTEE1 $0-$0 $01
2020 · 2 people listed · 1 paid, $35K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PERSIS BARRON LEVY TRUSTEE4 $34,759-$0 $34,7591
TRACY WILLIAMS BARRON TRUSTEE1 $0-$0 $01
2019 · 2 people listed · 1 paid, $13K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PERSIS BARRON LEVY TRUSTEE4 $13,464-$0 $13,4641
TRACY WILLIAMS BARRON TRUSTEE1 $0-$0 $01
2018 · 2 people listed · 1 paid, $15K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PERSIS BARRON LEVY TRUSTEE4 $15,282-$0 $15,2821
TRACY WILLIAMS BARRON TRUSTEE1 $0-$0 $01
2017 · 2 people listed · 1 paid, $17K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PERSIS BARRON LEVY TRUSTEE4 $16,524-$0 $16,5241
TRACY WILLIAMS BARRON TRUSTEE1 $0-$0 $01
2016 · 2 people listed · 1 paid, $16K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PERSIS BARRON LEVY TRUSTEE4 $16,005-$0 $16,0051
TRACY WILLIAMS BARRON TRUSTEE1 $0-$0 $01
2015 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TRACY WILLIAMS BARRON TRUSTEE0 $0-$0 $01
PERSIS LEVY TRUSTEE0 $0-$0 $01

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
#ContributorTypeCity, stateTotalNoncashSource
1 TRACY WILLIAMS BARRON Person BOSTON, MA $5,440,230$5,440,230 Form 990PF Sch. B, 2020 · filing
2019 · 1 contributor · $3.4M
#ContributorTypeCity, stateTotalNoncashSource
1 TRACY WILLIAMS BARRON Person BOSTON, MA $3,403,800$3,403,800 Form 990PF Sch. B, 2019 · filing
2018 · 1 contributor · $5.0M
#ContributorTypeCity, stateTotalNoncashSource
1 TRACY WILLIAMS BARRON Person BOSTON, MA $5,042,540$5,042,540 Form 990PF Sch. B, 2018 · filing
2017 · 1 contributor · $5.5M
#ContributorTypeCity, stateTotalNoncashSource
1 TRACY WILLIAMS BARRON Person BOSTON, MA $5,496,700$5,496,700 Form 990PF Sch. B, 2017 · filing
2016 · 2 contributors · $257K
#ContributorTypeCity, stateTotalNoncashSource
1 TRACY WILLIAMS BARRON Person BOSTON, MA $218,950$218,950 Form 990PF Sch. B, 2016 · filing
2 TRACY WILLIAMS BARRON Person BOSTON, MA $37,941$37,941 Form 990PF Sch. B, 2016 · filing

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$398,185$2,044,957 $6,916,849$6,916,849 -- $1,266--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$119,611$2,103,918 $7,340,576$7,340,576 -- $7,435--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$219,268$86,152 $8,754,972$8,754,972 -- $12,366--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$227,003$4,838,841 $8,629,849$8,629,437 -- $15,057--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$497,869$1,941,767 $12,605,168$12,604,390 -- $14,019--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$5,713,042$11,474,531 $13,931,824$13,931,074 $5,440,230- $34,759--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$3,996,385$4,817,940 $19,028,089$19,027,339 $3,403,800- $13,464--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$5,347,898$1,045,042 $19,849,644$19,848,894 $5,042,540- $15,282--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$5,561,410$547,189 $15,278,898$15,278,898 $5,496,700- $16,524--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$387,233$548,396 $10,137,482$10,137,482 $256,891- $16,005--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
BROOKFIELD MEADOWS TENANTS ASSOCIATION INCMAS80 $322,705$364,850 CLERK$0 Same NTEE code S80, revenue within 2x, same state
GREATER BOSTON NAZARENE COMPASSIONATE CENTER INCMAS80 $371,936$347,789 Executive Director$0 Same NTEE code S80, revenue within 2x, same state
EAST CAMBRIDGE BUSINESS ASSOCIATION INCMAS80 $441,479$448,739 EXECUTIVE DIRECTOR$178,726 Same NTEE code S80, revenue within 2x, same state
HOUSE OF PEACE & EDUCATION INCMAS80 $452,525$499,161 EXECUTIVE DI$48,000 Same NTEE code S80, revenue within 2x, same state
SOMALI DEVELOPMENT CENTER INCMAS80 $469,460$462,812 EXECUTIVE DIRECTOR$30,062 Same NTEE code S80, revenue within 2x, same state
ACT LAWRENCE INCMAS80 $687,659$617,105 EXECUTIVE DI$82,750 Same NTEE code S80, revenue within 2x, same state
STAMFORD ROTARY TRUST FUNDCTS80 $765,768$530,364 TRUSTEE, CHAIRPERSON$0 Same NTEE code S80, revenue within 2x
WILLOWBANK YACHT CLUB INCNYS80 $550,117$546,388 Board member$0 Same NTEE code S80, revenue within 2x
ANNIES LIST TRAINING AND ENGAGEMENT FUNDTXS80 $560,830$475,131 Executive Director$129,841 Same NTEE code S80, revenue within 2x
THREE WISHES FOR RUBYS RESIDENTSARS80 $529,261$500,354 CEO$0 Same NTEE code S80, revenue within 2x
MASSILLON ROTARY FOUNDATION TRUSTOHS80 $228,377$244,599 TRUSTEE$0 Same NTEE code S80, revenue within 2x
THREE FORKS WATER ASSOC INCMSS80 $200,780$168,468 BOARD MEBER$0 Same NTEE code S80, revenue within 2x
CENTER FOR COMMUNITY SERVICE FUNDWAS80 $622,059$641,219 PRESIDENT$437,831 Same NTEE code S80, revenue within 2x
ROTARY CLUB OF BELFAST MAINE CHARITABLE FUNDMES80 $229,140$144,477 Director$0 Same NTEE code S80, revenue within 2x
THE HELM FOUNDATIONUTS80 $455,082$338,825 BOARD MEMBER$0 Same NTEE code S80, revenue within 2x
FRIENDS OF THE TRAILWAS80 $331,944$298,886 President, Executive Director, Director$105,078 Same NTEE code S80, revenue within 2x
LAKE CHELAN ROTARY COMMUNITY & INTERNATIONAL FUNDWAS80 $208,292$300,227 Board Member$0 Same NTEE code S80, revenue within 2x
MCCULLOUGH FOUNDATIONTXS80 $474,586$195,604 PRESIDENT$0 Same NTEE code S80, revenue within 2x
REACH FOR TOMORROW INCVAS80 $411,180$426,477 PROGRAM MANAGER$98,695 Same NTEE code S80, revenue within 2x
TEXAS LIONS FOUNDATION INCTXS80 $441,941$274,193 CHIEF OPERATION$19,500 Same NTEE code S80, revenue within 2x
FALL CREEK AREA FOUNDATIONWIS80 $206,360$110,548 TRUSTEE$0 Same NTEE code S80, revenue within 2x
TEXANS FOR CLEAN WATER INCTXS80 $435,000$428,773 President and Director$53,654 Same NTEE code S80, revenue within 2x
CLEVELAND ROTARY FOUNDATIONOHS80 $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 TENNESSEETNS80 $292,452$354,562 GRAND MASTER$12,000 Same NTEE code S80, revenue within 2x
ASHLAND MAIN STREET ASSOCIATIONVAS80 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
KINGLSEY GILLESPIE CHARITABLE TRUST Private foundation$3,308,5076 12019–2024 STAMFORD ROTARY TRUST FUND
INDIANAPOLIS FOUNDATION INC DAF sponsor$2,590,00011 12014–2024 ROTARY FOUNDATION OF INDIANAPOLIS INC
POTTSTOWN REGIONAL COMMUNITY FOUNDATION Private foundation$2,394,02512 12013–2024 TRICOUNTY COMMUNITY NETWORK INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,651,13779 302016–2024 CENTER FOR COMMUNITY SERVICE FUND; PARTNERSHIP FOR RESEARCH AND EDUCAT ION; CELEBRATION FOUNDATION INC; ROTARY CLUB OF SACRAMENTO FOUNDATION and 26 more
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$1,532,74229 112019–2024 GREATER CHEYENNE FOUNDATION; MAIN STREET MISSION OF CHINA GROVE INC; SAN JUAN FOUNDATION; BELLEVUE BREAKFAST ROTARY CLUB FOUNDATION and 7 more
COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA DAF sponsor$1,239,76616 22010–2024 BISBEE COALITION FOR THE HOMELESS; ROTARY CLUB OF TUCSON FOUNDATION
GATES FOUNDATION Private foundation$1,027,42218 22010–2023 SEATTLE ROTARY SERVICE FOUNDATION; CENTER FOR COMMUNITY SERVICE FUND
DONOR ADVISED CHARITABLE GIVING DAF sponsor$960,20544 212014–2024 ROTARY DISTRICT 6000 HUMANITARIAN AND EDUCATIONAL FOUNDATION INC; PORTLAND ROTARY CHARITABLE TRUST; MCCULLOUGH FOUNDATION; SAN MATEO ROTARY FOUNDATION and 17 more
THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL DAF sponsor$806,63210 52017–2024 ROTARY ZONES 25 & 29 FOUNDATION; ROTARY DISTRICT 5170 FOUNDATION; PORTLAND ROTARY CHARITABLE TRUST; SAN MATEO ROTARY FOUNDATION and 1 more
CENTRAL INDIANA COMMUNITY FOUNDATION INC DAF sponsor$780,5005 12010–2013 ROTARY FOUNDATION OF INDIANAPOLIS INC
GARVER BLACK HILYARD FAMILY FOUNDATION Private foundation$567,3373 12020–2022 TEXANS FOR CLEAN WATER INC
HOPEWELL FUND DAF sponsor$557,0001 12021–2021 PARTNERSHIP FOR RESEARCH AND EDUCAT ION
JPMORGAN CHASE FOUNDATION Private foundation$501,2005 42014–2016 CENTER FOR COMMUNITY SERVICE FUND; THE LITERACY PROJECT FOUNDATION; SEATTLE ROTARY SERVICE FOUNDATION; BELLEVUE BREAKFAST ROTARY CLUB FOUNDATION
ROCKEFELLER PHILANTHROPY ADVISORS INC DAF sponsor$500,0003 22021–2023 MILK WITH DIGNITY STANDARDS COUNCIL INC; PARTNERSHIP FOR RESEARCH AND EDUCAT ION
BOSTON FOUNDATION INC DAF sponsor$462,00013 42010–2024 ACT LAWRENCE INC; SOMALI DEVELOPMENT CENTER INC; TRICOUNTY COMMUNITY NETWORK INC; GREATER BOSTON NAZARENE COMPASSIONATE CENTER INC

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
LineAs describedTotalShare
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$2,044,957100%

View the filing

2024 · Form 990PF · $2,103,918 spent · pay $7,435 · grants $2,031,008 · events $6,040
LineAs describedTotalShare
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$2,103,918100%

View the filing

2023 · Form 990PF · $86,152 spent · pay $12,366 · grants $0 · events $21,509
LineAs describedTotalShare
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$86,152100%

View the filing

2022 · Form 990PF · $4,838,841 spent · pay $15,057 · grants $4,754,803 · events $2,954
LineAs describedTotalShare
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$4,838,841100%

View the filing

2021 · Form 990PF · $1,941,767 spent · pay $14,019 · grants $1,852,802 · events $0
LineAs describedTotalShare
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$1,941,767100%

View the filing

2020 · Form 990PF · $11,474,531 spent · pay $34,759 · grants $11,290,895 · events $148
LineAs describedTotalShare
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$11,474,531100%

View the filing

2019 · Form 990PF · $4,817,940 spent · pay $13,464 · grants $4,744,259 · events $135
LineAs describedTotalShare
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$4,817,940100%

View the filing

2018 · Form 990PF · $1,045,042 spent · pay $15,282 · grants $963,515 · events $1,114
LineAs describedTotalShare
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$1,045,042100%

View the filing

2017 · Form 990PF · $547,189 spent · pay $16,524 · grants $474,617 · events $218
LineAs describedTotalShare
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$547,189100%

View the filing

2016 · Form 990PF · $548,396 spent · pay $16,005 · grants $489,360 · events $995
LineAs describedTotalShare
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$548,396100%

View the filing

2015 · Form 990PF · $354,955 spent · pay $0 · grants $147,204 · events $0
LineAs describedTotalShare
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$354,955100%

View the filing