Nonprofit · EIN 04-2105771
LOWELL INSTITUTE
Tax-exempt · BOSTON, MA 02196
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $1,857,706 | $2,535,831 | -$678,125 | $49,903,740 | $0 | $49,903,740 |
| July 31, 2024 | 990-PF | $1,145,879 | $2,506,009 | -$1,360,130 | $48,919,106 | $0 | $48,919,106 |
| July 31, 2023 | 990-PF | $99,982 | $2,382,598 | -$2,282,616 | $46,129,702 | $0 | $46,129,702 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $861,705
- Net gain from sales of assets
- $1,235,289
- Other income
- -$239,288
Expenses
- Grants and similar amounts paid
- $2,270,141
- Compensation of officers, directors and key employees
- $89,293
- Disbursements for charitable purposes
- $2,451,538
- Excise tax on investment income
- $24,734
Balance sheet and other
- Total assets, start of year
- $48,919,106
- Total assets, end of year
- $49,903,740
- Total liabilities, end of year
- $0
- Net assets, end of year
- $49,903,740
- Fair market value of assets
- $49,903,740
- Qualifying distributions
- $2,451,538
- Net investment income
- $1,863,690
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William A Lowell Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 1 | $89,293 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William A Lowell Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 1 | $83,144 |
990-PF for the year ended July 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| William A Lowell Choate Hall Stewart LLP Two Intl, Place, Boston, MA 02110 | Trustee | 1 | $77,428 |
Address and contacts
- Address (IRS master file)
- PO BOX 961019, BOSTON, MA 02196-1019
- In care of
- % CHOATE HALL & STEWART
- Signed the 990-PF
- William A Lowell, Trustee
- Phone
- (617) 248-4760
- Website
- www.lowellinstitute.org
- Return prepared by
- Baker Newman & Noyes
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 04-2105771
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1948
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $49,903,740
- Income (IRS master file)
- $12,668,906
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $1,857,706 | $2,535,831 | $49,903,740 | XML |
| 990-T | July 2025 | – | – | – | IRS |
| 990-PF | July 2024 | $1,145,879 | $2,506,009 | $48,919,106 | XML |
| 990-T | July 2024 | – | – | – | IRS |
| 990-PF | July 2023 | $99,982 | $2,382,598 | $46,129,702 | XML |
| 990-T | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-T | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-T | July 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2105771).
Questions about LOWELL INSTITUTE
- What is the EIN of LOWELL INSTITUTE?
- The employer identification number (EIN) of LOWELL INSTITUTE is 04-2105771.
- Is LOWELL INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1948.
- Are donations to LOWELL INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOWELL INSTITUTE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOWELL INSTITUTE due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOWELL INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of LOWELL INSTITUTE?
- The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $89,293 (William A Lowell, Trustee).
- How much revenue does LOWELL INSTITUTE have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $1,857,706, expenses of $2,535,831 and total assets of $49,903,740 at year end.
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