Allied Trust Fund: Nonprofit Profile, Financials & Form 990 (EIN 22-6063410)

Revenue by fiscal year
FY2020	−$28K
FY2021	$47K
FY2022	$54K
FY2023	$72K
FY2024	$41K
FY2025	$26K

Expenses by fiscal year
FY2020	$148K
FY2021	$193K
FY2022	$180K
FY2023	$147K
FY2024	$97K
FY2025	$102K

Net assets by fiscal year
FY2020	$1.1M
FY2021	$1.0M
FY2022	$774K
FY2023	$613K
FY2024	$569K
FY2025	$492K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1964.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

1 person listed on the 990.

Part VII, Section A · reportable compensation

Linda B Glazer

Trustee

$0Pt VII · Sec A

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Allied Trust Fund is a member-serving organization based in Tenafly, NJ, formed in 1964.

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Provided by the organization

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1 program · in their own filed words · FY2025

01

The fund provides hospitalization, surgical, medical, dental, optical, and other benefits. The fund had 11 participants during the year.

Pt IX · col B

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$26K

Ln 12

Investment incomeLn 3$26K

Money outPt IX

$102K

Ln 25

Owns and owesPt X

$492K

net assets · Ln 32

Cash and savingsLn 1–2$118K

Total assetsLn 16$494K

LiabilitiesLn 26$2K

PeoplePt VI, VII

1

listed · VII A

PaidVII A0

Voting boardVI 1a1

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Investment incomeLn 3$26K

Gains on assetsLn 7$7K

Total revenueLn 12$26K

Assets in detailPt X, end of year

SavingsLn 2$118K

Cash and savings togetherLn 1–2$118K

InvestmentsLn 11–13$374K

Other assetsLn 15$2K

Total assetsLn 16$494K

LiabilitiesLn 26$2K

Net assetsLn 32$492K

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$109K	$118K
InvestmentsLn 11–13	$472K	$374K
Total assetsLn 16	$584K	$494K
LiabilitiesLn 26	$15K	$2K
Net assetsLn 32	$569K	$492K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Benefits paid to or for membersLn 4	$76K
Accounting feesLn 11c	$10K
Investment management feesLn 11f	$3K
Other fees for servicesLn 11g	$12K
Other expenses (24a–d)Ln 24	$66
Total functional expensesLn 25	$102K	$0	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$26K	$102K	−$76K	$492K	990 PDF
FY2024	$41K	$97K	−$56K	$569K	990 PDF
FY2023	$72K	$147K	−$74K	$613K	990 PDF
FY2022	$54K	$180K	−$125K	$774K	990 PDF
FY2021	$47K	$193K	−$146K	$1.0M	990 PDF
FY2020	−$28K	$148K	−$176K	$1.1M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2025 990 (6 parts)

Part I · Summary $25,688 revenue, 12 lines filed

I-8 Contributions and grants$0

I-9 Program service revenue$0

I-10 Investment incomePrior year $41,035$25,688

I-11 Other revenue$0

I-12 Total revenuePrior year $41,035$25,688

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to membersPrior year $65,528$75,999

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $31,373$25,649

I-18 Total expensesPrior year $96,901$101,648

I-19 Revenue less expensesPrior year −$55,866−$75,960

Part VI · Governance 0 of 1 board members independent, 1 to look at

VI-1a Voting members of the governing body1

VI-1b Independent voting members0

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $25,688 across 3 lines filed

VIII-3 Investment incomeExcluded from tax $18,277$18,277

VIII-7 Net gain or loss on sales of assetsExcluded from tax $7,411$7,411

VIII-12 Total revenueExcluded from tax $25,688$25,688

Part IX · Statement of functional expenses $101,648 across 5 lines filed

IX-4 Benefits paid to or for members$75,999

IX-11c Accounting fees$10,365

IX-11f Investment management fees$3,420

IX-11g Other fees for services$11,798

IX-24 Other expenses (24a–d)$66

IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$101,648

Part X · Balance sheet $494,025 assets, 8 lines filed

X-2 Savings and temporary cash investmentsStart of year $109,323$118,204

X-11 Publicly traded securitiesStart of year $471,747$373,599

X-15 Other assetsStart of year $2,587$2,222

X-16 Total assetsStart of year $583,657$494,025

X-17 Accounts payable and accrued expensesStart of year $14,958$2,426

X-26 Total liabilitiesStart of year $14,958$2,426

X-32 Total net assets or fund balancesStart of year $568,699$491,599

X-33 Total liabilities and net assetsStart of year $583,657$494,025

Part XI · Reconciliation of net assets $491,599 net assets at year end

XI-1 Total revenue$25,688

XI-2 Total expenses$101,648

XI-3 Revenue less expenses−$75,960

XI-4 Net assets at start of year$568,699

XI-5 Net unrealized gains (losses) on investments−$1,140

XI-10 Net assets at end of year$491,599

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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