Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
GLORE FUND
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 11
 
Room/suite
City or town
WEST BOXFORD
State or province
MA
Country  
ZIP or foreign postal code
018850011
A Employer identification number

36-6108355
B Telephone number (see instructions)

3128990130
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$9,462,130
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 225,418 225,418  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,300,718
b Gross sales price for all assets on line 6a 5,400,835
7 Capital gain net income (from Part IV, line 2)... 1,300,718
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 11 11  
12 Total. Add lines 1 through 11........ 1,526,147 1,526,147  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 21,564 0   21,564
c Other professional fees (attach schedule).... 41,945 41,945   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 38,103 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 18,248 18,223   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 119,860 60,168   21,589
25 Contributions, gifts, grants paid....... 433,100 433,100
26 Total expenses and disbursements. Add lines 24 and 25 ................ 552,960 60,168   454,689
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 973,187
b Net investment income (if negative, enter -0-) 1,465,979
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 38,904 136,201 136,201
2 Savings and temporary cash investments......... 360,751 170,822 170,822
3 Accounts receivable 91,500
Less: allowance for doubtful accounts     91,500 91,500
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,425,357 Click to see attachment
List of Attached Documents:
// Content
4,520,002
6,020,346
c Investments—corporate bonds (attach schedule)....... 2,183,708 Click to see attachment
List of Attached Documents:
// Content
2,188,199
2,238,905
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 487,948 Click to see attachment
List of Attached Documents:
// Content
363,631
804,356
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,496,668 7,470,355 9,462,130
Liabilities 17 Accounts payable and accrued expenses..........   500
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 500
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 6,496,668 7,469,855
29 Total net assets or fund balances (see instructions)..... 6,496,668 7,469,855
30 Total liabilities and net assets/fund balances (see instructions). 6,496,668 7,470,355
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,496,668
2
Enter amount from Part I, line 27a .....................
2
973,187
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,469,855
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
7,469,855
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a K-1 CAPITAL GAIN - PIONEER VENTURES      
b K-1 CAPITAL GAIN - WP XI PARTNERS      
c PUBLICLY TRADED SECURITIES      
d PUBLICLY TRADED SECURITIES      
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 46,040     46,040
b 4,988     4,988
c 2,069,075   2,110,949 -41,874
d 3,280,732   1,989,168 1,291,564
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       46,040
b       4,988
c       -41,874
d       1,291,564
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,300,718
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 .........................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 20,377
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 20,377
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 20,377
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 21,520
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 36,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 16,143
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax16,143 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
IL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofFREDERICK H GLORE Telephone no. (312) 899-0130

Located atPO BOX 11WEST BOXFORDMA ZIP+4018850011
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
FREDERICK H GLORE DIRECTOR
0.25
0 0 0
285 WASHINGTON ST
BOXFORD,MA01921
MAUDE GLORE HARPER DIRECTOR
0.25
0 0 0
63 WANOMA CIRCLE
REHOBOTH BEACH,DE19971
PETER HIXON GLORE SEC, TREAS, DIR
0.25
0 0 0
16 GRAPEVINE ROAD
WENHAM,MA01984
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
8,776,985
b
Average of monthly cash balances.......................
1b
565,766
c
Fair market value of all other assets (see instructions)................
1c
804,356
d
Total (add lines 1a, 1b, and 1c).......................
1d
10,147,107
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
10,147,107
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
152,207
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,994,900
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
499,745
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
499,745
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
20,377
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
20,377
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
479,368
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
479,368
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
479,368
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
454,689
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
454,689
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 479,368
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 422
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 454,689
a Applied to 2024, but not more than line 2a 422
b Applied to undistributed income of prior years
(Election required—see instructions) .....
0
c Treated as distributions out of corpus (Election
required—see instructions) ........
0
d Applied to 2025 distributable amount..... 454,267
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
25,101
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
FREDERICK H GLORE
PO BOX 11
WEST BOXFORD,MA018850011
(312) 899-0130
bThe form in which applications should be submitted and information and materials they should include:
NO FORMAL FORM
cAny submission deadlines:
NO SUBMISSION DEADLINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NO RESTRICTIONS EXCEPT ORGANIZATIONS MUST BE QUALIFIED 501 (C) (3) ORGANIZATIONS
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

ACLU FOUNDATION OF COLORADO INC

303 E 17TH AVE SUITE 350
DENVER,CO80203
N/A   GENERAL SUPPORT 1,000

AMERICAN NATIONAL RED CROSS

431 18TH STREET NW
WASHINGTON,DC200065009
N/A   GENERAL SUPPORT 500

AMERICAN YOUTH FOUNDATION

6357 CLAYTON ROAD
ST LOUIS,MO63117
N/A   GENERAL SUPPORT 200

ART INSTITUTE OF CHICAGO

111 S MICHIGAN AVE
CHICAGO,IL60603
N/A   GENERAL SUPPORT 1,000

ARTS COUNCIL OF BIG SKY

PO BOX 160308
BIG SKY,MT597160308
N/A   GENERAL SUPPORT 55,000

BATAVIA INTERFAITH FOOD PANTRY AND CLOTHES CLOSET

100 FLINN STREET
BATAVIA,IL60510
N/A   GENERAL SUPPORT 1,000

BATAVIA RSVP INC

100 N ISLAND AVE
BATAVIA,IL60510
N/A   GENERAL SUPPORT 500

BELLESINI ACADEMY

94 BRADFORD STREET
LAWRENCE,MA01840
N/A   GENERAL SUPPORT 5,000

BETH ISRAEL DEACONESS MEDICAL CENTER

330 BROOKLINE AVENUE
BOSTON,MA02215
N/A   GENERAL SUPPORT 2,500

BETTER MILBRIDGE

500 WESTOVER DRIVE 34591
SANFORD,NC27330
N/A   GENERAL SUPPORT 5,000

BIG SKY COMMUNITY ORGANIZATION

PO BOX 161404
BIG SKY,MT59716
N/A   GENERAL SUPPORT 8,000

BTA BOLT

7 ELM STREET PO BOX 95
BOXFORD,MA01921
N/A   GENERAL SUPPORT 2,500

CENTER FOR AMAZON COMMUNITY ECOLOGY

1200 MARKET ST PMB 285
LEMOYNE,PA17043
N/A   GENERAL SUPPORT 1,500

CHURCH OF THE HOLY SPIRIT

400 EAST WESTMINSTER ROAD
LAKE FOREST,IL60045
N/A   GENERAL SUPPORT 1,500

CONSERVATION LAW FOUNDATION

62 SUMMER STREET
BOSTON,MA02110
N/A   GENERAL SUPPORT 2,500

CORNELL LABORATORY OF ORNITHOLOGY

159 SAPSUCKER WOODS ROAD
ITHACA,NY14850
N/A   GENERAL SUPPORT 1,500

CROHNS & COLITIS FOUNDATION INC

733 THIRD AVENUE 510
NEW YORK,NY10017
N/A   GENERAL SUPPORT 1,000

DENISON PEQUOTSEPOS NATURE CENTER

PO BOX 122
MYSTIC,CT06355
N/A   GENERAL SUPPORT 1,000

DENISON SOCIETY INC

PO BOX 42
MYSTIC,CT06355
N/A   GENERAL SUPPORT 1,000

DERBY ACADEMY TRUSTEES

56 BURDITT AVENUE
HINGHAM,MA02043
N/A   GENERAL SUPPORT 1,000

DOCTORS WITHOUT BORDERS

40 RECTOR STREET - 16TH FLOOR
NEW YORK,NY10006
N/A   GENERAL SUPPORT 2,500

ECKER CENTER FOR BEHAVIORAL HEALTH

1845 GRANDSTAND PL
ELGIN,IL60123
N/A   GENERAL SUPPORT 3,000

ESSEX COUNTY ARTS COUNCIL

PO BOX 187
WESTPORT,NY12993
N/A   GENERAL SUPPORT 1,000

ESSEX COUNTY GREENBELT ASSOCIATION

82 EASTERN AVENUE
ESSEX,MA01929
N/A   GENERAL SUPPORT 5,000

FALLS CHURCH ELEMENTARY PTA

601 S OAK ST
FALLS CHURCH,VA22046
N/A   GENERAL SUPPORT 2,000

FOOD BANK OF THE ROCKIES

10700 EAST 45TH AVENUE
DENVER,CO80239
N/A   GENERAL SUPPORT 1,000

FOOD PROJECT INC

10 LEWIS STREET
LINCOLN,MA01773
N/A   GENERAL SUPPORT 1,000

FRIENDS OF BIG SKY EDUCATION

PO BOX 160633
BIG SKY,MT59716
N/A   GENERAL SUPPORT 1,500

FRIENDS OF THE 1836 MEETING HOUSE

190 ACADEMY ROAD
NORTH ANDOVER,MA01845
N/A   GENERAL SUPPORT 1,000

FRIENDS OF THE BIG SKY COMMUNITY LIBRARY

PO BOX 161344
BIG SKY,MT59716
N/A   GENERAL SUPPORT 3,000

GATEWAY MILBRIDGE

PO BOX 62
MILBRIDGE,ME04658
N/A   GENERAL SUPPORT 5,000

GLEN URQUHART SCHOOL INC

74 HART STREET
BEVERLY FARMS,MA01915
N/A   GENERAL SUPPORT 1,500

GORTON COMMUNITY CENTER

400 E ILLINOIS ROAD
LAKE FOREST,IL60045
N/A   GENERAL SUPPORT 2,500

GREATER BOSTON FOOD BANK

70 SOUTH BAY AVENUE
BOSTON,MA02118
N/A   GENERAL SUPPORT 1,200

GREATER CHICAGO FOOD DEPOSITORY

4100 W ANN LURIE PLACE
CHICAGO,IL60632
N/A   GENERAL SUPPORT 20,000

HISTORY CENTER OF LAKE FOREST LAKE BLUFF

509 EAST DEERPATH
LAKE FOREST,IL60045
N/A   GENERAL SUPPORT 3,000

HOOK ARTS MEDIA

480 VAN BRUNT SUITE 203
BROOKLYN,NY11231
N/A   GENERAL SUPPORT 1,000

HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC

32 SOUTH TRACY AVENUE
BOZEMAN,MT59715
N/A   GENERAL SUPPORT 25,000

IPSWICH RIVER WATER SHED ASSOCIATION

143 COUNTY ROAD
IPSWICH,MA01938
N/A   GENERAL SUPPORT 5,000

LACROSSE COUNTY HISTORICAL SOCIETY

145 WEST AVE SOUTH
LA CROSSE,WI54601
N/A   GENERAL SUPPORT 30,000

LAKE FOREST ACADEMY

1500 W KENNEDY ROAD
LAKE FOREST,IL60045
N/A   GENERAL SUPPORT 1,500

LAKE FOREST OPEN LANDS ASSOCIATION

350 NORTH WAUKEGAN ROAD
LAKE FOREST,IL60045
N/A   GENERAL SUPPORT 3,000

LUTHERAN OUTDOOR MINISTRIES CENTER

1834 S IL ROUTE 2
OREGON,IL610619501
N/A   GENERAL SUPPORT 500

MAINE WOODLAND OWNERS

PO BOX 836
AUGUSTA,ME04330
N/A   GENERAL SUPPORT 1,500

MARINE BIOLOGICAL LABORATORY

7 MBL STREET
WOODS HOLE,MA02543
N/A   GENERAL SUPPORT 1,000

MASSACHUSETTS AUDUBON SOCIETY INC

208 SOUTH GREAT ROAD
LINCOLN,MA01773
N/A   GENERAL SUPPORT 1,000

MERRIMACK REPERTORY THEATRE

132 WARREN STREET
LOWELL,MA01852
N/A   GENERAL SUPPORT 2,500

MOTHERS OUT FRONT INC

68 HARRISON AVE STE 605 PMB 23686
BOSTON,MA02111
N/A   GENERAL SUPPORT 2,500

NATURAL RESOURCES DEFENSE COMMITTEE

40 WEST 20TH STREET 11TH FLOOR
NEW YORK,NY10011
N/A   GENERAL SUPPORT 3,500

NORTH BENNET STREET SCHOOL

150 NORTH STREET
BOSTON,MA02109
N/A   GENERAL SUPPORT 1,000

NORTHEASTERN UNIVERSITY SCHOOL OF LAW

360 HUNTINGTON AVE
BOSTON,MA02115
N/A   GENERAL SUPPORT 5,000

ONE VALLEY COMMUNITY FOUNDATION

1627 WEST MAIN STREET BOX 404
BOZEMAN,MT59718
N/A   GENERAL SUPPORT 2,500

OSHER LIFELONG LEARNING INSTITUTE - NORTHWESTERN UNIVERISTY

339 EAST CHICAGO AVENUEK ROOM 412
CHICAGO,IL60611
N/A   GENERAL SUPPORT 2,000

PEMBROKE HILL SCHOOL

400 WEST 51ST STREET
KANSAS CITY,MO64112
N/A   GENERAL SUPPORT 200

PIERRE MONTEUX MEMORIAL FOUNDATION

PO BOX 457
HANCOCK,ME04640
N/A   GENERAL SUPPORT 25,000

PINGREE SCHOOL

537 HIGHLAND STREET
SOUTH HAMILTON,MA01982
N/A   GENERAL SUPPORT 19,000

PLANNED PARENTHOOD

18 S MICHIGAN AVE 6TH FLOOR
CHICAGO,IL60603
N/A   GENERAL SUPPORT 1,000

PUBLIC ACTION TO DELIVER SHELTER DBA HESED HOUSE

659 SOUTH RIVER STREET
AURORA,IL60506
N/A   GENERAL SUPPORT 1,000

RUSH JUNIOR BOARD

PO BOX 142
WINNETKA,IL60093
N/A   GENERAL SUPPORT 1,000

RUSH UNIVERSITY SYSTEM FOR HEALTH

1201 W HARRISON STREET SUITE 300
CHICAGO,IL606073319
N/A   GENERAL SUPPORT 11,000

SAVE THE CHILDREN FEDERATION INC

501 KINGS HIGHWAY EAST SUITE 400
FAIRFIELD,CT06825
N/A   GENERAL SUPPORT 10,000

SIERRA CLUB

2101 WEBSTER STREET SUITE 1300
OAKLAND,CA94612
N/A   GENERAL SUPPORT 5,000

TASIS FOUNDATION INC

107 S WEST ST 957
ALEXANDRIA,VA22314
N/A   GENERAL SUPPORT 50,000

THE NORTH PARISH OF NORTH ANDOVER

190 ACADEMY ROAD
NORTH ANDOVER,MA01845
N/A   GENERAL SUPPORT 14,000

THE TRUSTEES OF RESERVATIONS

200 HIGH STREET 4TH FLOOR
BOSTON,MA02110
N/A   GENERAL SUPPORT 1,000

WARREN MILLER PERFORMING ARTS CENTER

45465 GALLATIN ROAD
GALLATIN GATEWAY,MT59730
N/A   GENERAL SUPPORT 25,000

WHEATON COLLEGE

26 E MAIN STREET
NORTON,MA02766
N/A   GENERAL SUPPORT 4,000

WINDRUSH FARM THERAPEUTIC EQUITATION INC

479 LACY STREET
NORTH ANDOVER,MA01845
N/A   GENERAL SUPPORT 12,500

WOMEN FOR HEALTHY RURAL LIVING

87 MAIN STREET PO BOX 463
MILLBRIDGE,ME04658
N/A   GENERAL SUPPORT 15,000

WORLD WILDLIFE FUND

1250 24TH ST NW
WASHINGTON,DC200371193
N/A   GENERAL SUPPORT 2,500
Total ................................. 3a 433,100
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 225,418  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 11  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 1,300,718  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,526,147 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,526,147
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
GLORE FUND
EIN:
36-6108355
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RETURN PREPARATION AND TAX COMPLIANCE 21,564 0   21,564

TY 2025 InvestmentsCorpBondsSchedule
Name:
GLORE FUND
EIN:
36-6108355
Name of Bond End of Year Book Value End of Year Fair Market Value
AMGEN INC, 3.350% 48,370 49,911
BLACKROCK HIGH YIELD BOND PORTFOLIO CLASS K 211,000 215,832
COSTCO WHOLESALE CORP, 3.0% 49,148 50,625
JPMORGAN CHASE & CO, VAR% 49,564 51,390
ANHEUSER-BUSCH INBEV, 3.500% 48,654 49,799
APPLE INC, 3.000% 49,673 50,486
AT&T INC, 4.300% 49,239 50,063
BP CAP MKTS PLC, 3.279% 50,774 51,549
BANK NEW YORK MELLON CORP, VAR% 49,356 50,677
CAPITAL ONE FINANCIAL CO, VAR% 49,060 50,804
CIGNA CORP, 4.375% 51,554 51,464
CVS HEALTH CORP, 4.300% 50,371 51,169
DELL INT LLC, 5.500% 50,282 50,489
DOWDUPONT INC, 4.725% 49,187 49,766
ELEVANCE HEALTH INC, 5.200% 50,243 51,072
EXXON MOBIL CORP, 2.610% 49,145 50,627
GOLDMAN SACHS GROUP INC, VAR% 50,412 50,268
HOME DEPOT INC, 4.500% 50,581 51,617
ILLINOIS TOOL WORKS INC, 2.650% 49,913 50,531
KINDER MORGAN INC, 2.000% 48,785 50,871
LOWE'S COS INC, 2.500% 50,034 50,793
MCDONALDS CORP, 2.625% 49,266 50,521
METLIFE INC, 4.550% 49,081 50,041
MORGAN STANLEY, 3.625% 47,489 47,875
NEWMONT CORP, 2.600% 47,715 50,052
NEXTERA ENERGY CAPITAL CO, 2.750% 49,925 51,431
NORTHROP GRUMMAN CORP, 4.700% 50,462 51,496
PFIZER INC, 3.450% 50,387 51,390
PHILLIPS 66, 4.650% 49,093 50,948
PNC FINANCIAL SERVICES, 3.450% 50,060 51,144
REGIONS FINANCIAL CORP, VAR% 49,363 50,472
ROYAL BANK OF CANADA, 5.150% 49,514 51,075
STARBUCKS CORP, 2.550% 49,099 50,841
THERMO FISHER SCIENTIFIC, 2.000% 48,061 49,978
TORONTO-DOMINION BANK, 2.000% 47,875 50,049
TRUIST FINANCIAL CORP, VAR% 49,374 51,077
T-MOBILE USA INC, 2.625% 50,053 50,798
UNITEDHEALTH GROUP INC, 4.200% 44,404 45,415
UNITED TECHNOLOGIES CORP, 4.125% 1,004 1,003
US BANCORP, 2.375% 50,791 51,620
WALMART INC, 3.700% 50,513 51,098
WELLS FARGO & CO, VAR% 49,325 50,778

TY 2025 InvestmentsCorpStockSchedule
Name:
GLORE FUND
EIN:
36-6108355
Name of Stock End of Year Book Value End of Year Fair Market Value
3M COMPANY 18,102 19,372
ABBOTT LABS 26,312 28,942
ALPHABET INC CLASS A 79,061 153,057
AMAZON 7,451 99,022
APPLE INC 5,506 176,709
ASML HOLDING 22,654 34,236
ASTRAZENECA PLC SPND ADR 12,810 22,155
AT&T INC 20,615 23,648
BECTON DICKINSON & CO 5,454 14,749
BERKSHIRE HATHAWAY INC 5,592 40,212
BLACKROCK INC 4,334 24,618
BLACKSTONE INC 25,026 25,125
BOEING COMPANY 6,209 5,862
BOSTON SCIENTIFIC CORP 26,349 27,652
BROADCOM INC 10,528 153,322
CAPITAL ONE FINANCIAL 20,464 25,205
CHENIERE ENERGY 13,206 11,663
CHEVRON CORP 15,170 19,661
CISCO SYSTEMS INC 14,165 19,797
COCA COLA CO 17,664 22,581
CONSTELLATION ENERGY CORP 5,227 9,185
COSTCO WHOLESALE CORP DEL 5,307 32,769
DEERE CO 10,621 10,708
DISNEY (WALT) CO 7,870 9,557
DUPONT DE NEMOURS INC 8,484 9,648
EATON CORP PLC 23,315 22,614
ELI LILLY & CO 15,590 21,494
EQUINIX INC 7,912 7,662
EXXON MOBIL CORP 27,616 28,882
FREEPORT-MCMORAN INC 17,191 23,668
GE AEROSPACE 16,225 25,566
GENERAL MOTORS CO 11,153 18,622
HILTON WORLDWIDE HOLDINGS INC 16,227 18,959
HOME DEPOT 6,271 28,560
ISHARES RUSSELL MIDCAP 1,140,022 1,272,786
ISHARES TR RUSSELL 2000 512,758 553,122
JOHNSON AND JOHNSON COM 16,168 23,178
JPMORGAN 10,574 62,188
KKR & CO INC 27,843 23,456
MARVELL TECH INC 20,611 24,134
MASTERCARD INC 20,017 20,552
MCDONALDS CORP 24,357 24,450
MERCK & CO INC 10,612 13,579
META PLATFORMS INC 53,688 62,048
MICROSOFT CORP 144,535 163,947
MONDELEZ INTL INC 6,900 15,234
MORGAN STANLEY 9,514 41,897
NEXTERA ENERGY INC 21,178 20,070
NVIDIA 141,281 209,440
PALANTIR TECHNOLOGIES INC 21,312 19,553
PALO ALTO NETWORKS INC 37,742 40,708
PNC FINANCIAL SERVICES GROUP 13,381 15,863
PROCTER & GAMBLE CO 18,688 16,481
PROLOGIS INC 12,995 16,596
QNITY ELECTRONICS INC 12,155 9,798
QUANTA SERVICES INC 30,670 43,050
RTX CORP 21,352 31,728
SALESFORCE INC 30,765 29,670
SEMPRA 20,476 21,808
SPDR S&P BIOTECH 21,945 31,702
SYSCO CORPORATION 21,499 20,560
TESLA INC 44,754 50,818
THERMO FISHER SCIENTIFIC INC 24,351 29,552
UBER TECHNOLOGIES INC 10,291 11,848
UNION PACIFIC CORP 10,281 10,409
UNITEDHEALTH GROUP INC 20,033 14,195
VALERO ENERGY CORP 8,457 10,256
VANGUARD FTSE EMERGING MARKETS ETF 490,962 605,338
VERTIV HOLDING CO 19,926 40,827
VISA INC 2,348 49,450
VISTRA CORP 11,093 11,777
WALMART INC 23,803 31,529
WASTE MANAGEMENT INC 24,827 24,168
WELLS FARGO & CO 22,613 29,544
VANGUARD FTSE DEVELOPED MARKETS ETF 847,544 1,057,555

TY 2025 InvestmentsOtherSchedule2
Name:
GLORE FUND
EIN:
36-6108355
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
0.0021% PARTNERSHIP INTEREST IN WP AUSA, LP AT COST 28,920 63,943
0.1409% PARTNERSHIP INTEREST IN WP XI PARTNERS CAYMAN, LP AT COST 11,355 6,763
0.1543% PARTNERSHIP INTEREST IN WP XI PARTNERS, LP AT COST 68,020 82,871
9.36% PARTNERSHIP INTEREST IN PIONEER VENTURES, LLC AT COST 255,336 650,779

TY 2025 OtherExpensesSchedule
Name:
GLORE FUND
EIN:
36-6108355
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ANNUAL REPORT FILING FEES 25 0   25
BANK FEES 195 195   0
K-1 EXPENSES - PIONEER VENTURES 16,905 16,905   0
K-1 EXPENSES - WP XI PARTNERS 642 642   0
K-1 EXPENSES - WP XI PARTNERS CAYMAN 229 229   0
K-1 EXPENSES - WP AUSA LP 174 174   0
POSTAL SERVICE FEES 78 78   0


TY 2025 OtherIncomeSchedule2
Name:
GLORE FUND
EIN:
36-6108355
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PORTFOLIO INCOME FROM INVESTMENT IN PIONEER VENTURES 11 11 11


TY 2025 OtherProfessionalFeesSchedule
Name:
GLORE FUND
EIN:
36-6108355
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 41,945 41,945   0


TY 2025 TaxesSchedule
Name:
GLORE FUND
EIN:
36-6108355
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2024 FORM 990-PF EXTENSION PAYMENT 28,000 0   0
2025 3RD QUARTER ESTIMATE 4,723 0   0
2025 4TH QUARTER ESTIMATE 5,380 0   0