Civic Intelligence

The Willow Tree Fund

990PF • Fiscal year 2023 • EIN 46-7468137

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 18, 2024

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.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

91st percentile

61%

Higher net margin than 91% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

35th percentile

$12,366

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

43rd percentile

1.4%

Faster asset growth than 43% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

-3.4%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,754,972

Up $125,123 (+1.4%) from 2022

Net Assets

Up

$8,754,972

Up $125,535 (+1.5%) from 2022

Liabilities

Down

$0

Down $412 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin91st percentile

Revenue

Down

$219,268

Down $7,735 (-3.4%) from 2022

Expenses

Down

$86,152

Down $4,752,689 (-98%) from 2022

Net Income

Up

$133,116

Up $4,744,954 (+103%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$20M$15M$10M$5.0M$0Assets 2014: $10,208,436Liabilities 2014: $02014Assets 2015: $10,264,276Liabilities 2015: $0Net Assets 2015: $10,264,2762015Assets 2016: $10,137,482Liabilities 2016: $0Net Assets 2016: $10,137,4822016Assets 2017: $15,278,898Liabilities 2017: $0Net Assets 2017: $15,278,8982017Assets 2018: $19,849,644Liabilities 2018: $750Net Assets 2018: $19,848,8942018Assets 2019: $19,028,089Liabilities 2019: $750Net Assets 2019: $19,027,3392019Assets 2020: $13,931,824Liabilities 2020: $750Net Assets 2020: $13,931,0742020Assets 2021: $12,605,168Liabilities 2021: $778Net Assets 2021: $12,604,3902021Assets 2022: $8,629,849Liabilities 2022: $412Net Assets 2022: $8,629,4372022Assets 2023: $8,754,972Liabilities 2023: $0Net Assets 2023: $8,754,9722023Assets 2024: $7,340,576Liabilities 2024: $0Net Assets 2024: $7,340,5762024

Highlighted filing

2023

Assets$8,754,972
Liabilities$0
Net Assets$8,754,972
Open 2023 Filing

Operations Trend

Revenue Growth34th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2014: $10,226,735Expenses 2014: $18,299Net Income 2014: $10,208,4362014Revenue 2015: $369,192Expenses 2015: $354,955Net Income 2015: $14,2372015Revenue 2016: $387,233Expenses 2016: $548,396Net Income 2016: -$161,1632016Revenue 2017: $5,561,410Expenses 2017: $547,189Net Income 2017: $5,014,2212017Revenue 2018: $5,347,898Expenses 2018: $1,045,042Net Income 2018: $4,302,8562018Revenue 2019: $3,996,385Expenses 2019: $4,817,940Net Income 2019: -$821,5552019Revenue 2020: $5,713,042Expenses 2020: $11,474,531Net Income 2020: -$5,761,4892020Revenue 2021: $497,869Expenses 2021: $1,941,767Net Income 2021: -$1,443,8982021Revenue 2022: $227,003Expenses 2022: $4,838,841Net Income 2022: -$4,611,8382022Revenue 2023: $219,268Expenses 2023: $86,152Net Income 2023: $133,1162023Revenue 2024: $119,611Expenses 2024: $2,103,918Net Income 2024: -$1,984,3072024

Highlighted filing

2023

Revenue$219,268
Expenses$86,152
Net Income$133,116
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 18, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PERSIS BARRON LEVYTrustee-$12,366-$12,366
TRACY WILLIAMS BARRONTrustee-$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
2024-04-18
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 Appendix357 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.

Path#Value
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0442434
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1606242
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2531470
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3711390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4472614
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5470159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6511692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7535071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8520582
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt91958381
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt03280 SHS ISHARES RUSSELL 2000 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123846.037 VANGUARD INFLATION-PROTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt249351.877 CCM COMMUNITY IMPACT BON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt366542.899 VANGURAD TOTAL BOND MARK ET INDEX ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48861.468 AMERICAN FUNDS EUROPACIF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt542165.733 HARBOR DIVERSIFIED INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt624425.456 IMPAX GLOBAL ENVIRONMENTAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt714535.268 VANGUARD EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84876.604 VANGUARD REAL ESTATE IND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98543 SPDR S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0658329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1549174
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2465388
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3646132
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4485254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5507676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6554458
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7495071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8617719
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt94060573
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0191712
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt09050
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07890
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt010616
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0219268
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0219268
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09050
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt012366
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt012366
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0185668
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0191712
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0133116
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09050
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07890
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07890
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09050
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0163403
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt02456
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02456
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt010616
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt035159
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt035159
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04046
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt014662
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt036331
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt039205
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt086152
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0202608
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0219268
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt036331
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt039205
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt086152
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt021509
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt021509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt09050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt09050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09050
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0133116
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt07581
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08762553
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08629437
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08754972
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0508726
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0508726
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0508726
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0510997
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02271
IRS990PF/DistributableAmountGrp/TotalTaxAmt02271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08345
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010616
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08345
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02271
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010616
IRS990PF/FMVAssetsEOYAmt011034711
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01743141
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01785840
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01785840
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06635782
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06760035
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt09039774
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0412
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08629437
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08754972
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0250926
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0209097
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0209097
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08629849
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08754972
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011034711
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0412
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08629849
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08754972
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08629437
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08754972
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010375568
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01994813
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08380755
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0155634
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0510997
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010219934
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010375568
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt112366
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TRACY WILLIAMS BARRON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PERSIS BARRON LEVY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O HEMENWAY BARNES PO BOX 961209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O HEMENWAY BARNES PO BOX 961209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0021961209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1021961209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt036331
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt036331
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HEMENWAY BARNES LLP
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt075 STATE STREET 16TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0021091466
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06172277940
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0TRACY WILLIAMS BARRON
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt036331
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0508726
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0472395
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04196057
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01009056
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010473034
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03164452
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0472395
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018370204
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04196057
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01009056
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010473034
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02692057
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036331
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018370204
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018842599
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07581
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUST BOOK VALUE - PROPERTY/QUALIFYING DISTRIBUTIONS AT FMV
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMONWEALTH OF MASSACHUSETTS - FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SUPPLIES/ OFFICE-RELATED EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PHILANTHROPY - MEMBERSHIPS/PROFESSIONAL DEVELOPMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BUSINESS MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11192
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21093
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3101
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11192
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21093
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3101
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt010616
OtherIncomeSchedule2/OtherIncomeDetail/Desc0US TREASURY - 2022 OVERPAYMENT CREDITED TO 2023 ESTIMATED TAX
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt010616
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0412
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0SECURITY DEPOSIT (SWORD & SPOON)
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt029661
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15498
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PRIME BUCHHOLZ - INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1HEMENWAY & BARNES - TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt029661
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt15498
TaxesSchedule/TaxesDetail/Amt04046
TaxesSchedule/TaxesDetail/Amt110616
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES WITHHELD ON FOREIGN DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX - 2022 OVERPAYMENT CREDITED TO 2023 ESTIMATED TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04046
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PERSIS BARRON LEVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06172277940
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLOW TREE FUND
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0467468137
ReturnHeader/Filer/PhoneNum06172277940
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO HEMENWAY BARNESPO BOX 961209
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0021961209
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0041433295
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEMENWAY & BARNES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt075 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021091466
ReturnHeader/PreparerPersonGrp/PhoneNum06172277940
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YUPING ZHANG CPA
ReturnHeader/ReturnTs02024-04-25T09:34:26-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PERSIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARRON LEVY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,754,972
Liabilities
$0
Net assets
$8,754,972
Revenue
$219,268
Expenses
$86,152
Net income
$133,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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