Nonprofit · EIN 63-1133071
ALABAMA POWER COMPANY POST RETIREMENT WELFARE BENEFIT TRUST
Tax-exempt · ATLANTA, GA 30308
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $13,705,293 | $14,296,795 | -$591,502 | $323,309,149 | $0 | $323,309,149 |
| December 31, 2024 | 990 | $18,280,060 | $15,205,835 | $3,074,225 | $298,677,620 | $0 | $298,677,620 |
| December 31, 2023 | 990 | $14,320,037 | $14,737,417 | -$417,380 | $280,922,202 | $0 | $280,922,202 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $12,330,692
- Investment income
- $226,601
- Net gain from sales of assets
- $26,535
- Other revenue
- $1,148,000
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $14,195,497
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $50,500
Balance sheet and other
- Total assets, start of year
- $298,677,620
- Total assets, end of year
- $323,309,149
- Total liabilities, end of year
- $0
- Net assets, end of year
- $323,309,149
- Publicly traded securities
- $3,697,826
- Gross unrelated business income
- $226,601
- Gross receipts
- $38,832,589
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1994
- State of legal domicile
- AL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF NEW YORK MELLON | TRUSTEE Institutional trustee | 5 | $0 |
| MOSES FEAGIN | DULY AUTHORIZED OFFICER Officer | 0.5 | $0 |
990 for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF NEW YORK MELLON | TRUSTEE Institutional trustee | 5 | $17 |
| MOSES FEAGIN | DULY AUTHORIZED OFFICER Officer | 0.5 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF NEW YORK MELLON | TRUSTEE Institutional trustee | 5 | $6 |
| MOSES FEAGIN | DULY AUTHORIZED OFFICER Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 241 RALPH MCGILL BLVD NE BIN 1013, ATLANTA, GA 30308-3374
- In care of
- % SCS INC
- Principal officer (990 for 2025)
- THE BANK OF NEW YORK MELL, 1 MELLON CENTER, PITTSBURGH, PA 15258
- Signed the 990
- THE BANK OF NEW YORK MELLON, VP TAX
- Phone
- (412) 234-7977
- Return prepared by
- WARREN AVERETT LLC
Mission
FUNDING POST-RETIREMENT MEDICAL AND LIFE INSURANCE BENEFITS.
Program accomplishments
- THE ALABAMA POWER COMPANY POSTRETIREMENT WELFARE BENEFITS TRUST IS A TRUST FORMED FOR THE PURPOSE OF RECEIVING, HOLDING, AND INVESTING FUNDS TRANSFERRED BY ALABAMA POWER COMPANY FOR THE PURPOSE OF PAYING POSTRETIREMENT WELFARE BENEFITS TO ALABAMA POWER COMPANY RETIRED EMPLOYEES. THE ALABAMA PUBLIC SERVICE COMMISSION REQUIRES ALABAMA POWER COMPANY TO PLACE THE AMOUNT OF THESE RETIREE BENEFIT COSTS INCLUDED IN ITS ELECTRIC RATES IN AN EXTERNAL TRUST FUND. THE TRUST WAS FORMED SOLELY FOR THAT PURPOSE.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 63-1133071
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $323,309,149
- Income (IRS master file)
- $38,832,589
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $13,705,293 | $14,296,795 | $323,309,149 | XML |
| 990 | December 2024 | $18,280,060 | $15,205,835 | $298,677,620 | XML |
| 990 | December 2023 | $14,320,037 | $14,737,417 | $280,922,202 | XML |
| 990 | December 2022 | $9,773,954 | $14,704,649 | $253,301,719 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 63-1133071).
Questions about ALABAMA POWER COMPANY POST RETIREMENT WELFARE BENEFIT TRUST
- What is the EIN of ALABAMA POWER COMPANY POST RETIREMENT WELFARE BENEFIT TRUST?
- The employer identification number (EIN) of ALABAMA POWER COMPANY POST RETIREMENT WELFARE BENEFIT TRUST is 63-1133071.
- Is ALABAMA POWER COMPANY POST RETIREMENT WELFARE BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
- Are donations to ALABAMA POWER COMPANY POST RETIREMENT WELFARE BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ALABAMA POWER COMPANY POST RETIREMENT WELFARE BENEFIT TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALABAMA POWER COMPANY POST RETIREMENT WELFARE BENEFIT TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALABAMA POWER COMPANY POST RETIREMENT WELFARE BENEFIT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ALABAMA POWER COMPANY POST RETIREMENT WELFARE BENEFIT TRUST?
- The 990 for the year ended December 31, 2025 names THE BANK OF NEW YORK MELL.
- Who are the officers and directors of ALABAMA POWER COMPANY POST RETIREMENT WELFARE BENEFIT TRUST?
- The 990 for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does ALABAMA POWER COMPANY POST RETIREMENT WELFARE BENEFIT TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $13,705,293, expenses of $14,296,795 and total assets of $323,309,149 at year end.
Other nonprofits in ATLANTA
- EMORY UNIVERSITY EIN 58-0566256 · last filed 990 for 2025
- EMORY EIN 90-0790361 · last filed 990 for 2025
- GRADY MEMORIAL HOSPITAL CORPORATION EIN 26-2037695 · last filed 990 for 2024
- PIEDMONT HEALTHCARE INC EIN 58-0566213 · last filed 990 for 2025
- CARESOURCE GEORGIA CO EIN 47-2408339 · last filed 990 for 2024
- DELTA ACCOUNT BASED MEDICAL TR EIN 75-3261600 · last filed 990 for 2025
- UNITED PARCEL SERVICE VEBA UPS HEALTH AND WELFARE PLAN EIN 22-2899653 · last filed 990 for 2024
- GEORGIA TECH APPLIED RESEARCH CORPORATION EIN 58-2374837 · last filed 990 for 2025