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Plinth

· Private foundation

The Willow Tree Fund

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$2.0M
Granted FY2025still arriving
1
Grants FY2025still arriving
1
States reached
$2.0M
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172025.

Philanthropy$23MYouth Development$2.3MEducation$1.0MCrime & Legal$500kPublic Benefit$500kArts & Culture$250kCivil Rights$250kCommunity Improvement$50kOther$0
02FY2025 · 1 grant

Where the money goes

Your grants by size, and where they go.

$1,992,538
Median grant
1
States reached
$6.9M
Total assets
Largest grants
RecipientAmount
FIDELITY INVESTMENTS CHARITABLE GIFT FUND - THE WILLOW TREE FUND$1,992,538
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Dollar for dollar, your grants (FY17–24) land where the poverty rate runs at 12%, against an area that typically sits at 9%. 52% of your dollars go to grantees based in above-average-need neighborhoods. Your grants spread fairly evenly across need levels.

area typical 9%MASS AUDUBON: $394k → 8%NORTH SHORE COMMUNITY DEVELOPMENT COALITION INC: $50k → 10%THE BOSTON EDUCATIONAL DEVELOPMENT FNDN - MCCORMACK MIDDLE SCHOOL LIBRARY: $1k → 16%VALUES UNITED DBA WHISTLEBLOWER AID: $500k → 14%ONYX IMPACT: $250k → 13%UTEC INC: $943k → 8%MI-AMORE: $10k → 16%VOTO LATINO FOUNDATION: $250k → 14%BUCKINGHAM BROWNE & NICHOLS SCHOOL: $1.0M → 8%TRINITY BOSTON CONNECTS: $972k → 16%THE AMERICAN INDEPENDENT FOUNDATION: $250k → 14%PROTECT DEMOCRACY PROJECT: $250k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Upturn Inc

Upturn advances equity and justice in the design, governance, and use of technology.

2
University of Virginia Investment Management Company

The university of virginia investment management company (uvimco) is organized to invest funds on behalf of the rector and visitors of the university of virginia (the university or uva) and university-associated organizations (uaos).

Education
3
Us Digital Response

U.s. digital response is a nonprofit, nonpartisan organization that helps governments, nonprofits, and public entities respond quickly to critical public needs. the organization serves the public by leveraging a network of pro bono…

Public Safety & Disaster
4
International Budget Partnership

Ibp works with civil society, governments, international institutions and the private sector to bring about a world in which empowered citizens participate in open, inclusive public budgeting processes to shape policies and practices that…

International
5
Protect Democracy United

The mission of protect democracy united is to prevent our democracy from declining into a more authoritarian form of government. we do this by working to strengthen the checks and balances that have held the executive branch accountable to…

6
Atlantic University Inc

Provide post-secondary education of excellence.

Education
7
Urban Guild Inc

The corporation is organized to improve the quality of life in bostons urban communities by building capacity, environmental health, and providing economic opportunity in a manner that responds directly to community needs, interests, and…

Community Improvement
8
Aire Ventures Inc

At aire ventures, we scale technology and innovation solutions to systemic gaps in access, opportunity, and racial equity.

Community Improvement
9
Umoja Debate Team

Umoja Debate League is a 501c3 nonprofit organization that uses debate as our vehicle to teach Detroit youth ages 11-18 transferable life skills such as critical thinking confidence conflict resolution increased literacy and…

Arts & Culture
10
Wentworth Institute of Technology Inc

Wentworth institute of technology is a nationally recognized private coeducational and residential university of higher education with a mission to empower, inspire and innovate through experiential learning with a core purpose of career…

Education
11
Open New York Education Inc

Open new york education, inc. supports public education, awareness, and engagement around housing issues to help build a movement for a more abundant and inclusive new york.

Housing & Shelter
12
Inequality Media

To use digital media for the purpose of educating and engaging the public in topics regarding inequality and imbalance of power in america.

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is Trinity Boston Connects Inc and the most unlike its peers is Mi Amore Incorporated. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

04the grantee network

10 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 10 of the 14 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

1
Load-bearing (≥25% of a budget)
1
Early backer (in before they grew)
10/10
Grantees still filing
4/10
Grew since you first funded

Where your money sits — by cause, then by grantee

FIDELITY INVESTMENTS CHARITABLE GIFT FUND - THE WILLOW TREE FUND — $22,737,256 · OtherFIDELITY INVESTMENTS CHARITABLE GIFT FUND - THE WILLOW TREE FUND+4 more — $1,118,329 · OtherTRINITY BOSTON CONNECTS INC — $971,767 · Youth DevelopmentUTEC Inc — $942,600 · Youth DevelopmentBUCKINGHAM BROWNE & NICHOLS SCHOOL — $1,024,485 · EducationVALUES UNITED — $500,000 · EducationPROTECT DEMOCRACY PROJECT — $250,000 · Civil RightsVOTO LATINO FOUNDATION INC — $250,000 · Civil RightsONYX IMPACT INC — $250,000 · Civil RightsNORTH SHORE COMMUNITY DEVELOPMENT COALIT — $50,000 · Housing & ShelterMI AMORE INCORPORATED — $10,000 · Food & Nutrition
Other$23,855,585Youth Development$1,914,367Education$1,524,485Civil Rights$750,000Housing & Shelter$50,000Food & Nutrition$10,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10Mgrantee revenue →↑ your share of their budgetBUCKINGHAM BROWNE & NICHOLS SCHOOL — $1,024,485 over 1y, 1.7% of budgetTRINITY BOSTON CONNECTS INC — $971,767 over 1y, 30% of budgetUTEC Inc — $942,600 over 1y, 11% of budgetVALUES UNITED — $500,000 over 1y, 20% of budgetPROTECT DEMOCRACY PROJECT — $250,000 over 1y, 0.4% of budgetVOTO LATINO FOUNDATION INC — $250,000 over 1y, 3.2% of budgetONYX IMPACT INC — $250,000 over 1y, 5.9% of budgetTHE AMERICAN INDEPENDENT FOUNDATION — $250,000 over 1y, 0.4% of budgetNORTH SHORE COMMUNITY DEVELOPMENT COALIT — $50,000 over 1y, 1.8% of budgetMI AMORE INCORPORATED — $10,000 over 1y, 10.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a set of overlaps that mostly run through you, not between each other.

Fidelity Investments Charitable Gift FundMA5.3× affinity4 shared granteesties to 0 of 0Hover any node to trace its alignments.Compare side by side →

Open a dossier: Fidelity Investments Charitable Gift Fund

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization The Willow Tree Fund funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

2024
202122232425
no gov · 10%2%6%14%25%your share of their income ↑0%15%30%45%60%share of the org’s income from governmentmedian 0%
  • Utec Inc46% of income from government
  • North Shore Community Development Coalit0% of income from government
  • Buckingham Browne & Nichols School0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
1report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–60%
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 14 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

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