The Willow Tree Fund

990PF • Fiscal year 2021 • EIN 46-7468137

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 22, 2022

Organization Profile

CO Hemenway Barnespo Box 961209Boston, MA 02196-1209

(617) 227-7940

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

-290%

Higher net margin than 2% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

$14,019

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

-9.5%

Faster asset growth than 6% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

-91%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets20th percentile

Assets

Down

$12,605,168

Down $1,326,656 (-9.5%) from 2020

Net Assets

Down

$12,604,390

Down $1,326,684 (-9.5%) from 2020

Liabilities

$778

Up $28 (+3.7%) from 2020

Revenue And Expenses

Liabilities / Revenue21st percentile Net Margin2nd percentile

Revenue

Down

$497,869

Down $5,215,173 (-91%) from 2020

Expenses

Down

$1,941,767

Down $9,532,764 (-83%) from 2020

Net Income

-$1,443,898

Up $4,317,591 (+75%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2021

Assets$12,605,168

Liabilities$778

Net Assets$12,604,390

Open 2021 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2021

Revenue$497,869

Expenses$1,941,767

Net Income-$1,443,898

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Jul 22, 2022
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay27th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PERSIS BARRON LEVY	Trustee	-	$14,019	-	$14,019
TRACY WILLIAMS BARRON	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Willow Tree Fund
EIN: 46-7468137
Phone: 6172277940
Address: CO HEMENWAY BARNESPO BOX 961209, BOSTON, MA 02196-1209

Signing Officer

Name: Persis Barron Levy
Title: Trustee
Phone: 6172277940
Signed: 2022-07-22
Discuss with paid preparer: Yes

Preparer

Firm: Hemenway & Barnes Llp
Address: 75 STATE STREET, BOSTON, MA 02109-1466
Preparer: Yuping Zhang CPA
Phone: 6172277940

Raw XML Appendix399 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	540773
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	1209259
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	445839
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	6	1443266
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	7	451608
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	8	504539
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	9	500351
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	10	489489
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	11	508811
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	3280 SHS ISHARES RUSSELL 2000 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	12474 SHS SPDR S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	123052.5240 SHS BLACKROCK STRATEGIC INCO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	21106.935 SHS VANGUARD INFLATION-PROTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	112486.542 SHS VANGUARD TOTAL BOND MARK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	5	8350.517 SHS AMERICAN FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	41488.569 SHS FPA CRESCENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	7	40535.83 HARBOR DIVERSIFIED INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	8	24069.346 SHS PAX GLOBAL ENVIRONMENTAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	9	13495.354 SHS VANGUARD EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	10	4502.727 SHS VANGUARD REAL ESTATE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	11	46949.2470 SHS CCM COMMUNITY IMPACT BON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	729636
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	5924651
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	1248983
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	600281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	1258724
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	5	541114
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	6	1535492
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	7	516832
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	8	611361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	9	553310
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	10	739663
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	11	493906
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	PERSIS BARRON LEVY
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IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	021091466
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6172277940
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	TRACY WILLIAMS BARRON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	292048
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	1550754
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	10000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL PURPOSE/ UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL PURPOSE/UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	GENERAL OPERATING SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	FIDELITY INVESTMENTS CHARITABLE GIFT FUND - THE WILLOW TREE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	FIDELITY INVESTMENTS CHARITABLE GIFT FUND - THE WILLOW TREE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	MI-AMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	PO BOX 770001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	131 TERRACE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	WINTHROP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	452770053
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	452770053
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	02152
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	1852802
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	862859
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	862859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	10473034
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	3164452
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	14646542
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	1009056
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	10473034
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	3164452
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	1871915
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	1009056
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	14646542
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	13637486
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	COMMONWEALTH OF MASSACHUSETTS - FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	SUPPLIES/ OFFICE-RELATED EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	PHILANTHROPY - MEMBERSHIPS/PROFESSIONAL DEVELOPMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	PO BOX FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	BUSINESS MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	1398
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	397
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	226
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	2475
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	5	98
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	4	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	5	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	1398
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	397
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	226
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	2475
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	98
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	18670
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	US TREASURY - 2020 OVERPAYMENT CREDITED TO 2021 ESTIMATED TAX
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	18670
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	117214
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ADJUST BOOK VALUE - PROPERTY/QUALIFYING DISTRIBUTIONS AT FMV
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	750
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	1	0
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	SECURITY DEPOSIT (SWORD & SPOON)
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	1	STOCK SETTLEMENT REFUND
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	750
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	1	28
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	37809
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	9852
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	PRIME BUCHHOLZ - INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	HEMENWAY & BARNES - TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	37809
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	9852
TaxesSchedule/TaxesDetail/Amt	0	3521
TaxesSchedule/TaxesDetail/Amt	1	18670
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES WITHHELD ON FOREIGN DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL EXCISE TAX - 2020 OVERPAYMENT CREDITED TO 2021 ESTIMATED TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	3521
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PERSIS BARRON LEVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6172277940
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE WILLOW TREE FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	WILL
ReturnHeader/Filer/EIN	0	467468137
ReturnHeader/Filer/PhoneNum	0	6172277940
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	CO HEMENWAY BARNESPO BOX 961209
ReturnHeader/Filer/USAddress/CityNm	0	BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	021961209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	041433295
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	HEMENWAY & BARNES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	75 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	021091466
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6172277940
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-07-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	YUPING ZHANG CPA
ReturnHeader/ReturnTs	0	2022-08-19T09:26:35-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	PERSIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	BARRON LEVY
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $12,605,168
Liabilities: $778
Net assets: $12,604,390
Revenue: $497,869
Expenses: $1,941,767
Net income: -$1,443,898

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$7.34	$0.00	$7.34	$0.12	$2.10	$1.98
2023Detailed filing. Detailed filing data is available for this year.	$8.75	$0.00	$8.75	$0.22	$0.09	$0.13
2022Detailed filing. Detailed filing data is available for this year.	$8.63	$0.00	$8.63	$0.23	$4.84	$4.61
2021Detailed filing. Detailed filing data is available for this year.	$12.6	$0.00	$12.6	$0.50	$1.94	$1.44
2020Detailed filing. Detailed filing data is available for this year.	$13.9	$0.00	$13.9	$5.71	$11.5	$5.76
2019Detailed filing. Detailed filing data is available for this year.	$19.0	$0.00	$19.0	$4.00	$4.82	$0.82
2018Detailed filing. Detailed filing data is available for this year.	$19.8	$0.00	$19.8	$5.35	$1.05	$4.30
2017Detailed filing. Detailed filing data is available for this year.	$15.3	$0.00	$15.3	$5.56	$0.55	$5.01
2016Detailed filing. Detailed filing data is available for this year.	$10.1	$0.00	$10.1	$0.39	$0.55	$0.16
2015Detailed filing. Detailed filing data is available for this year.	$10.3	$0.00	$10.3	$0.37	$0.35	$0.01
2014Summary only. Only limited summary data is available for this year.	$10.2	$0.00		$10.2	$0.02	$10.2