Loomis Institute

The Loomis Institute's investment committee is co-chaired by Michael Dubilier, co-founder of Dubilier & Co., who brings a career in direct investing to the endowment. The board of trustees, chaired by Duncan A.L. MacLean, provides fiduciary oversight. Daily portfolio management responsibilities are delegated to the Institute's investment office, though the names of internal staff are not publicly disclosed.

Not exactly. The Loomis Institute is the parent entity, founded in 1874, that owns the school, the campus, the endowment, and the physical assets. The Loomis Chaffee School is the operating institution that runs the educational program. The Institute's board of trustees governs the foundation, while the school has its own head-of-school leadership for day-to-day academic operations.

The Institute owns a diversified real asset portfolio in Connecticut. Public records identify the Broad Street Bank Building in downtown Windsor, a faculty housing portfolio on Island Road, the historic Loomis Homestead, and a 300-acre parcel in East Hartland. These properties are held for income generation, faculty housing support, and in some cases historical preservation tied to the Loomis family legacy.

Henry R. Kravis's $100 million commitment in late 2024 represents the largest single donation in Loomis Institute history and signals a deepening relationship between the KKR co-founder and his alma mater. Major gifts of this scale typically take years to deploy into private markets and often come with donor intent regarding long-term spending policies or specific capital projects, though no public filing has detailed the restrictions attached.

Yes. In 2024, the Institute established a mechanism to accept digital asset donations and maintain a cryptocurrency position rather than immediately converting to fiat. This places the endowment among a small subset of institutional investors that treat donated crypto as a portfolio asset to be managed, rather than a cash equivalent to be liquidated on receipt.