2025-06-05T14:03:33-05:00 2024-07-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2023-08-01 042105771 The Lowell Institute LOWE 6172484760 Choate LLP PO Box 961019 Boston MA 02196 William A Lowell Trustee 6172484760 2025-06-02 1 0 Nicholas E Porto P01310283 2078792100 2025-05-29 2023 2025-03-06 01:10:19Z X 48919106 X X 722848 722848 692972 8586924 692972 -269941 -267014 1145879 1148806 83144 49886 33258 11329 0 11329 4725 2363 2362 102038 16357 85681 3413 3413 0 125 0 125 204774 72019 132755 2301235 2301235 2506009 72019 2433990 -1360130 1076787 977810 1625518 1625518 515989 412268 412268 25751406 30171259 30171259 8117063 7150020 7150020 10767434 9560041 9560041 46129702 48919106 48919106 0 0 X 40333318 43122722 5796384 5796384 46129702 48919106 46129702 48919106 46129702 -1360130 4149534 48919106 0 48919106 Publicly Traded Securities P 8486978 7893952 593026 593026 From Passthrough P 77447 77447 77447 Capital Gains Dividends P 22499 22499 22499 692972 14967 0 14967 0 14967 60975 0 0 0 60975 0 46008 46008 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 www.lowellinstitute.org Choate Hall Stewart LLP 6172484045 Two International Place Boston MA 02110 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 William A Lowell Choate Hall Stewart LLP Two Intl Place Boston MA 02110 Trustee 1.00 83144 0 0 NONE 0 Choate Hall & Stewart LLP Two Intl Place Boston MA 02110 Inv. advisory, & legal 92772 0 0 38109070 1943697 6964879 47017646 0 0 47017646 705265 46312381 2315619 2315619 14967 14967 2300652 0 2300652 0 2300652 2433990 0 2433990 2300652 2099775 0 0 2433990 2099775 0 0 334215 0 0 0 0 0 0 0 0 1966437 0 0 0 X Boston College 140 Commonwealth Avenue Chestnut Hill MA 02467 N/A PC General Purpose 75000 Boston Public Library Fund 700 Boylston Street Boston MA 02116 N/A PC General Purpose 50000 Boston University 745 Commonwealth Avenue Boston MA 02215 N/A PC General Purpose 13000 Cambridge Forum 3 Church Street Cambridge MA 02138 N/A PC General Purpose 60000 Charles 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