Civic Intelligence

Allied Trust Fund

EIN 22-6063410 • 501(c)9 • Tenafly, NJ

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Profile

The plan covers its eligible employees and retirees' premiums on policies of group life, accident, health and disability insurance.

82 North Summit StreetTenafly, NJ 07670

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.03x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.36x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Net Margin

8th percentile

-136%

Higher net margin than 8% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $500k-$1M nonprofits • Source year 2024

Asset Growth

37th percentile

-7.4%

Faster asset growth than 37% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-43%

Faster revenue growth than 13% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$583,657

Down $46,598 (-7.4%) from 2023

Liabilities

Down

$14,958

Down $2,375 (-14%) from 2023

Net Assets

Down

$568,699

Down $44,223 (-7.2%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin8th percentile

Revenue

Down

$41,035

Down $31,366 (-43%) from 2023

Expenses

Down

$96,901

Down $49,801 (-34%) from 2023

Net Income

Up

-$55,866

Up $18,435 (+25%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $2,265,333Liabilities 2010: $107,817Net Assets 2010: $2,157,5162010Assets 2011: $1,964,075Liabilities 2011: $36,471Net Assets 2011: $1,927,6042011Assets 2012: $1,880,080Liabilities 2012: $30,739Net Assets 2012: $1,849,3412012Assets 2013: $1,843,239Liabilities 2013: $26,575Net Assets 2013: $1,816,6642013Assets 2014: $1,706,673Liabilities 2014: $27,191Net Assets 2014: $1,679,4822014Assets 2015: $1,508,245Liabilities 2015: $30,969Net Assets 2015: $1,477,2762015Assets 2016: $1,448,205Liabilities 2016: $21,443Net Assets 2016: $1,426,7622016Assets 2017: $1,406,215Liabilities 2017: $20,765Net Assets 2017: $1,385,4502017Assets 2018: $1,211,900Liabilities 2018: $22,688Net Assets 2018: $1,189,2122018Assets 2019: $1,194,855Liabilities 2019: $27,928Net Assets 2019: $1,166,9272019Assets 2020: $1,095,254Liabilities 2020: $29,982Net Assets 2020: $1,065,2722020Assets 2021: $1,102,039Liabilities 2021: $69,253Net Assets 2021: $1,032,7862021Assets 2022: $812,498Liabilities 2022: $38,622Net Assets 2022: $773,8762022Assets 2023: $630,255Liabilities 2023: $17,333Net Assets 2023: $612,9222023Assets 2024: $583,657Liabilities 2024: $14,958Net Assets 2024: $568,6992024

Highlighted filing

2024

Assets$583,657
Liabilities$14,958
Net Assets$568,699
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2010: $295,9422010Revenue 2011: $24,800Expenses 2011: $257,393Net Income 2011: -$232,5932011Expenses 2012: $221,6762012Revenue 2013: $49,291Expenses 2013: $218,108Net Income 2013: -$168,8172013Revenue 2014: $34,716Expenses 2014: $206,663Net Income 2014: -$171,9472014Revenue 2015: $58,907Expenses 2015: $219,580Net Income 2015: -$160,6732015Revenue 2016: $28,559Expenses 2016: $178,285Net Income 2016: -$149,7262016Revenue 2017: $55,043Expenses 2017: $189,867Net Income 2017: -$134,8242017Revenue 2018: -$240Expenses 2018: $172,988Net Income 2018: -$173,2282018Revenue 2019: $57,922Expenses 2019: $199,805Net Income 2019: -$141,8832019Revenue 2020: -$28,196Expenses 2020: $148,140Net Income 2020: -$176,3362020Revenue 2021: $46,724Expenses 2021: $193,150Net Income 2021: -$146,4262021Revenue 2022: $54,155Expenses 2022: $179,633Net Income 2022: -$125,4782022Revenue 2023: $72,401Expenses 2023: $146,702Net Income 2023: -$74,3012023Revenue 2024: $41,035Expenses 2024: $96,901Net Income 2024: -$55,8662024

Highlighted filing

2024

Revenue$41,035
Expenses$96,901
Net Income-$55,866
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$583,657
Liabilities
$14,958
Net assets
$568,699
Revenue
$41,035
Expenses
$96,901
Net income
-$55,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.01$0.57$0.04$0.10$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.63$0.02$0.61$0.07$0.15$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.04$0.77$0.05$0.18$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.07$1.03$0.05$0.19$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.03$1.07$0.03$0.15$0.18
2019Detailed filing. Detailed filing data is available for this year.$1.19$0.03$1.17$0.06$0.20$0.14
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.02$1.19$0.00$0.17$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.02$1.39$0.06$0.19$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.02$1.43$0.03$0.18$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.51$0.03$1.48$0.06$0.22$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.71$0.03$1.68$0.03$0.21$0.17
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.03$1.82$0.05$0.22$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.03$1.85$0.22
2011Summary only. Only limited summary data is available for this year.$1.96$0.04$1.93$0.02$0.26$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.11$2.16$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 6, 2025
Return Version
2024v5.0
Gross Receipts
$224,440
Mission and Program Overview

Mission

Welfare Fund

HEALTH AND WELFARE FUND.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$612,922$568,699▼ $44,223
Investments in Publicly Traded Securities$568,296$471,747▼ $96,549
Savings and Temporary Cash Investments$61,154$109,323▲ $48,169
Total Assets$630,255$583,657▼ $46,598
Other Assets Total$805$2,587▲ $1,782
Liabilities
Accounts Payable and Accrued Expenses$17,333$14,958▼ $2,375
Total Liabilities$17,333$14,958▼ $2,375
Net Assets / Fund Balance
Total Net Assets Fund Balance$612,922$568,699▼ $44,223
Total Liabilities and Net Assets / Fund Balance$630,255$583,657▼ $46,598

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$25,044$25,044
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Linda B GlazerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$41,035
Other Revenue
$0
Change in Net Assets
$-55,866
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,373
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$65,528
Fees for Services Other---$14,058
Fees for Services Accounting---$12,000
Fees for Service Investment Mgmnt Fees---$5,204
Other Expenses---$111
Total Functional Expenses$0$0$0$96,901
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Lbg Administrators LbgaRefer to Part VAdministrationNo$11,418
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Claims processing and related management services are delegated to lbg administrators ("lbga"), which is an entity that is owned and controlled by the fund's trustee. Refer to schedule l for the disclosure of the amount paid to lbga.”

Form 990, Page 6, Part VI, Line 11B

“The fund's trustee received a copy of the form 990 in sufficient time to review each page and obtain answers to all questions prior to signing the document.”

Form 990, Page 6, Part VI, Line 12C

“Any potential conflict of interest is documented in the official minutes of the fund, and the resolution is likewise documented.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, policies, and financial statements are available at the fund's office for review by any interested persons.”

Filing and Contact Details

Filer

Filer Name
Allied Trust Fund
EIN
22-6063410
Phone
2015698180
Address
82 NORTH SUMMIT STREET, TENAFLY, NJ 07670

Signing Officer

Name
Linda B Glazer
Title
Trustee
Phone
2015698180
Signed
2025-09-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda B Glazer
Formed
1964
Legal Domicile
Nj
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Caballero & Associates LLC
Address
228 BRIDGE ST, METUCHEN, NJ 08840-2291
Preparer
Alvin Caballero
Phone
7329022929
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting 0 2,640 0 administration (lbga) 0 11,418 0 total 0 14,058 0”

Raw XML Appendix271 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt017333
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt014958
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0HEALTH AND WELFARE FUND.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BenefitsToMembersGrp/TotalAmt065528
IRS990/BooksInCareOfDetail/PersonNm0LINDA B GLAZER
IRS990/BooksInCareOfDetail/PhoneNum02015698180
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt082 NORTH SUMMIT STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0TENAFLY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd007670
IRS990/BusinessRlnWith35CtrlEntInd0true
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt065528
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt041035
IRS990/CYOtherExpensesAmt031373
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-55866
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt096901
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt041035
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0THE FUND PROVIDES HOSPITALIZATION, SURGICAL, MEDICAL, DENTAL, OPTICAL, AND OTHER BENEFITS. THE FUND HAD 12 PARTICIPANTS DURING THE YEAR.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt012000
IRS990/FeesForServicesOtherGrp/TotalAmt014058
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05204
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0LINDA B GLAZER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt015810
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0199215
IRS990/GrossReceiptsAmt0224440
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt025225
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025225
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0568296
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0471747
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt025044
IRS990/LandBldgEquipCostOrOtherBssAmt025044
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0183405
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HEALTH AND WELFARE FUND.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0612922
IRS990/NetAssetsOrFundBalancesEOYAmt0568699
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt015810
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt015810
IRS990/NetUnrlzdGainsLossesInvstAmt011643
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0805
IRS990/OtherAssetsTotalGrp/EOYAmt02587
IRS990/OtherExpensesGrp/Desc0TAXES
IRS990/OtherExpensesGrp/TotalAmt0111
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LINDA B GLAZER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0110691
IRS990/PYInvestmentIncomeAmt072401
IRS990/PYOtherExpensesAmt024437
IRS990/PYRevenuesLessExpensesAmt0-74301
IRS990/PYSalariesCompEmpBnftPaidAmt011574
IRS990/PYTotalExpensesAmt0146702
IRS990/PYTotalRevenueAmt072401
IRS990/ReconcilationRevenueExpnssAmt0-55866
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0612922
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0568699
IRS990/SavingsAndTempCashInvstGrp/BOYAmt061154
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0109323
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt025044
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt025044
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0LBG ADMINISTRATORS LBGA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0REFER TO PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt011418
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0ADMINISTRATION
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0CLAIMS PROCESSING AND RELATED MANAGEMENT SERVICES ARE DELEGATED TO LBG ADMINISTRATORS ("LBGA"), WHICH IS AN ENTITY THAT IS OWNED AND CONTROLLED BY THE FUND'S TRUSTEE.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLAIMS PROCESSING AND RELATED MANAGEMENT SERVICES ARE DELEGATED TO LBG ADMINISTRATORS ("LBGA"), WHICH IS AN ENTITY THAT IS OWNED AND CONTROLLED BY THE FUND'S TRUSTEE. REFER TO SCHEDULE L FOR THE DISCLOSURE OF THE AMOUNT PAID TO LBGA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND'S TRUSTEE RECEIVED A COPY OF THE FORM 990 IN SUFFICIENT TIME TO REVIEW EACH PAGE AND OBTAIN ANSWERS TO ALL QUESTIONS PRIOR TO SIGNING THE DOCUMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY POTENTIAL CONFLICT OF INTEREST IS DOCUMENTED IN THE OFFICIAL MINUTES OF THE FUND, AND THE RESOLUTION IS LIKEWISE DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE FUND'S OFFICE FOR REVIEW BY ANY INTERESTED PERSONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTING 0 2,640 0 ADMINISTRATION (LBGA) 0 11,418 0 TOTAL 0 14,058 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0222655348
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0STAFFING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BARTON BABCOK & BLAIR INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt082 N SUMMIT ST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0TENAFLY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd007670
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0CLAIMS PROCESSING AND RELATED MANAGEMENT SERVICES ARE DELEGATED TO LBG ADMINISTRATORS ("LBGA"), WHICH IS AN ENTITY THAT IS OWNED AND CONTROLLED BY THE FUND'S TRUSTEE. REFER TO SCHEDULE L FOR THE DISCLOSURE OF THE AMOUNT PAID TO LBGA.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0630255
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IRS990/TotalAssetsGrp/BOYAmt0630255
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt096901
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017333
IRS990/TotalLiabilitiesEOYAmt014958
IRS990/TotalLiabilitiesGrp/BOYAmt017333
IRS990/TotalLiabilitiesGrp/EOYAmt014958
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0612922
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0568699
IRS990/TotalRevenueGrp/ExclusionAmt041035
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt041035
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0630255
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0583657
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt082 NORTH SUMMIT STREET
IRS990/USAddress/CityNm0TENAFLY
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd007670
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA B GLAZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02015698180
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALLIED TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0ALLI
ReturnHeader/Filer/EIN0226063410
ReturnHeader/Filer/PhoneNum02015698180
ReturnHeader/Filer/USAddress/AddressLine1Txt082 NORTH SUMMIT STREET
ReturnHeader/Filer/USAddress/CityNm0TENAFLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461651301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CABALLERO & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0228 BRIDGE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0METUCHEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0088402291
ReturnHeader/PreparerPersonGrp/PhoneNum07329022929
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALVIN CABALLERO
ReturnHeader/ReturnTs02025-09-09T16:57:17-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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