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Private Foundation TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule) Roadshow Hub: Boston, MA HQ: Boston, MA

The Lowell Institute

$0.1B Total AUM · Institutional LP profile covering 6 historical fund disclosure records ($7.5M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
6
5 Open Source Trails Below
Sum of Disclosed Rows
$7.5M
Total AUM: $0.1B
Median Holding / Carrying Value
$1.4M
Range: $518K – $2.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/6)
1 Gatekeepers · 1 Disclosed Strategies
IRS Form 990-PF Disclosure Note: Private foundation Part II investment schedules report end-of-year book or fair-market carrying value rather than original LP commitment amounts unless separately itemized, and statutory Form 990-PF filings do not report fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — The Lowell Institute

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 6 total tracked records (+1 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Carrying / Fair Value Disclosed Performance Primary Source Trail
Legacy Venture VIII Buyout 2024
$2.1M
Reported carrying value (Form 990-PF) · As of July 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Legacy Venture IX Buyout 2024
$1.7M
Reported carrying value (Form 990-PF) · As of July 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Legacy Venture X Buyout 2024
$1.4M
Reported carrying value (Form 990-PF) · As of July 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Opportunities Fund I Buyout 2024
$997K
Reported carrying value (Form 990-PF) · As of July 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Legacy Venture XI Buyout 2024
$754K
Reported carrying value (Form 990-PF) · As of July 2025
 Reported Carrying Value (990-PF) · Not Yet Page-Verified Inspect Source · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)

Forward-Looking Searches, Pacing Plans & Governance Updates — The Lowell Institute

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (2) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — The Lowell Institute

6 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as The Lowell Institute (6 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 3 Shared Vehicles

Next Legacy Management, LLC

Family Office / MFO Palo Alto, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Legacy Venture VIII (2024 Vintage)
The Lowell Institute: $2.1M (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Next Legacy Management, LLC: $560.6M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B

Additional shared vehicles: Legacy Venture IX (2024 Vintage) · Legacy Venture XI (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 2 Shared Vehicles

Northwest Foundation Inc.

Private Foundation Maryville, MO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Legacy Venture IX (2024 Vintage)
The Lowell Institute: $1.7M (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Northwest Foundation Inc.: $1.4M (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Legacy Venture X (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 2 Shared Vehicles

Choate Investment Advisors

Family Office / MFO Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Opportunities Fund I (2024 Vintage)
The Lowell Institute: $997K (Carrying Value (Form 990 / 990-PF)) · TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)
Choate Investment Advisors: $38.8M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B

Additional shared vehicles: Opportunities Fund II (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+3 Additional Institutional LPs Report Shared Vehicles with The Lowell Institute

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for The Lowell Institute

You are viewing 5 open public preview records (out of 6 total tracked records for The Lowell Institute) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 6 tracked historical disclosure records (+1 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (6 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (2) & CRM export

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Strategies Disclosed by The Lowell Institute

Buyout LPs →

Frequently Asked Questions: The Lowell Institute

What type of institutional allocator is The Lowell Institute and what is their typical disclosed ticket size?

The Lowell Institute is categorized under Private Foundation (Regional Roadshow Hub: Boston, MA; Headquarters: Boston, MA). Across 6 historical disclosure records tracked on Prilago ($7.5M total parsed USD across disclosed rows), the median disclosed amount is $1.4M (range: $518K to $2.1M).

Which private-market strategies appear in The Lowell Institute's public disclosures?

The Lowell Institute has disclosed records across Buyout. Open preview records include Legacy Venture VIII (2024 Vintage), Legacy Venture IX (2024 Vintage), Legacy Venture X (2024 Vintage), Opportunities Fund I (2024 Vintage).

How are The Lowell Institute's historical records substantiated and separated from active searches on Prilago?

Records for The Lowell Institute cite primary public disclosures (TY2025 IRS Form 990-PF (Part II, Line 13 Investments Schedule)), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to The Lowell Institute's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/the-lowell-institute or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside The Lowell Institute?

In Prilago's bilateral commitment graph, The Lowell Institute shares resolved underlying fund vehicles with 6 institutional LPs across 6 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Next Legacy Management, LLC (3 shared vehicles, e.g. Legacy Venture VIII (2024 Vintage)), Northwest Foundation Inc. (2 shared vehicles, e.g. Legacy Venture IX (2024 Vintage)), Choate Investment Advisors (2 shared vehicles, e.g. Opportunities Fund I (2024 Vintage)).

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