Civic Intelligence

Png Union Welfare Benefits Plan

EIN 25-1754174 • 501(c)9 • New York, NY

Profile

PROVISION OF BENEFITS.

C/O BNYM 240 Greenwich StreetNew York, NY 10286

n/A

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

Higher debt load relative to assets than 45% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.00x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

10th percentile

-57%

Higher net margin than 10% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

39th percentile

-1.7%

Faster asset growth than 39% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

66%

Faster revenue growth than 90% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$3,903,114

Down $66,384 (-1.7%) from 2023

Liabilities

Up

$144

Up $144 from 2023

Net Assets

Down

$3,902,970

Down $66,528 (-1.7%) from 2023

Operations
Liabilities / Revenue54th percentileNet Margin10th percentile

Revenue

Up

$342,301

Up $135,677 (+66%) from 2023

Expenses

Down

$538,322

Down $987,550 (-65%) from 2023

Net Income

Up

-$196,021

Up $1,123,227 (+85%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$30M$20M$10M$0Assets 2011: $20,169,859Liabilities 2011: $0Net Assets 2011: $20,169,8592011Assets 2012: $18,241,525Liabilities 2012: $0Net Assets 2012: $18,241,5252012Assets 2013: $20,487,643Liabilities 2013: $0Net Assets 2013: $20,487,6432013Assets 2014: $18,425,444Liabilities 2014: $0Net Assets 2014: $18,425,4442014Assets 2015: $15,684,320Liabilities 2015: $0Net Assets 2015: $15,684,3202015Assets 2016: $14,056,707Liabilities 2016: $0Net Assets 2016: $14,056,7072016Assets 2017: $13,287,966Liabilities 2017: $0Net Assets 2017: $13,287,9662017Assets 2018: $10,003,578Liabilities 2018: $0Net Assets 2018: $10,003,5782018Assets 2019: $9,810,853Liabilities 2019: $0Net Assets 2019: $9,810,8532019Assets 2020: $8,773,707Liabilities 2020: $0Net Assets 2020: $8,773,7072020Assets 2021: $7,411,475Liabilities 2021: $0Net Assets 2021: $7,411,4752021Assets 2022: $4,839,089Liabilities 2022: $0Net Assets 2022: $4,839,0892022Assets 2023: $3,969,498Liabilities 2023: $0Net Assets 2023: $3,969,4982023Assets 2024: $3,903,114Liabilities 2024: $144Net Assets 2024: $3,902,9702024

Highlighted filing

2024

Assets$3,903,114
Liabilities$144
Net Assets$3,902,970
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $3,711,4942011Expenses 2012: $3,808,2732012Revenue 2013: $1,392,112Expenses 2013: $3,429,824Net Income 2013: -$2,037,7122013Revenue 2014: $2,391,597Expenses 2014: $3,745,252Net Income 2014: -$1,353,6552014Revenue 2015: $1,258,480Expenses 2015: $2,799,939Net Income 2015: -$1,541,4592015Revenue 2016: $1,335,380Expenses 2016: $2,796,827Net Income 2016: -$1,461,4472016Revenue 2017: $2,299,062Expenses 2017: $2,598,076Net Income 2017: -$299,0142017Revenue 2018: $1,498,813Expenses 2018: $2,747,658Net Income 2018: -$1,248,8452018Revenue 2019: $955,646Expenses 2019: $2,279,389Net Income 2019: -$1,323,7432019Revenue 2020: $837,755Expenses 2020: $2,407,450Net Income 2020: -$1,569,6952020Revenue 2021: $1,717,681Expenses 2021: $2,394,774Net Income 2021: -$677,0932021Revenue 2022: $145,461Expenses 2022: $1,627,427Net Income 2022: -$1,481,9662022Revenue 2023: $206,624Expenses 2023: $1,525,872Net Income 2023: -$1,319,2482023Revenue 2024: $342,301Expenses 2024: $538,322Net Income 2024: -$196,0212024

Highlighted filing

2024

Revenue$342,301
Expenses$538,322
Net Income-$196,021
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
$3,903,114
Liabilities
$144
Net assets
$3,902,970
Revenue
$342,301
Expenses
$538,322
Net income
-$196,021
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.90$0.00$3.90$0.34$0.54$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.00$3.97$0.21$1.53$1.32
2022Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.15$1.63$1.48
2021Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$1.72$2.39$0.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.77$0.00$8.77$0.84$2.41$1.57
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.81$0.00$9.81$0.96$2.28$1.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$0.00$10.0$1.50$2.75$1.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$0.00$13.3$2.30$2.60$0.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.00$14.1$1.34$2.80$1.46
2015Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$1.26$2.80$1.54
2014Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$2.39$3.75$1.35
2013Detailed filing. Detailed filing data is available for this year.$20.5$0.00$20.5$1.39$3.43$2.04
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.2$0.00$18.2$3.81
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.2$0.00$20.2$3.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$3,680,266
Mission and Program Overview

Mission

PROVISION OF BENEFITS.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,969,498$3,902,970▼ $66,528
Investments Other Securities$3,707,038$3,848,539▲ $141,501
Savings and Temporary Cash Investments$262,460$51,773▼ $210,687
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$3,969,498$3,903,114▼ $66,384
Other Assets Total$0$2,802▲ $2,802
Liabilities
Accounts Payable and Accrued Expenses$0$144▲ $144
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$144▲ $144
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,969,498$3,902,970▼ $66,528
Total Liabilities and Net Assets / Fund Balance$3,969,498$3,903,114▼ $66,384

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$21,883--
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
The Bank of New York MellonTRUSTEE (See Schedule O)

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$341,608
Other Revenue
$693
Change in Net Assets
$-196,021
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$140,349
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---$397,973
Fees for Service Investment Mgmnt Fees---$72,167
Fees for Services Other---$60,273
Fees for Services Accounting---$6,584
Other Expenses---$620
Total Functional Expenses$0$0$0$538,322
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Lines 1A & 1B

“The Bank of New York Mellon SERVES AS THE SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS DOMINION ENERGY, INC. THE TRUST IS ADMINISTERED BY THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH, THE VEBA DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION.”

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Sections A & B, Lines 8, 12-15

“These questions are not applicable to this organization as it is a 501(c)(9) trust (voluntary employee benefits association). Additionally, it does not have any employees therefore no processes related to employee compensation.”

Form 990, Part VI, Section C, Line 19

“As a 501(c)(9) organization the trust is not required to make the documents referenced in question 19 available to the general public.”

Form 990, Part VII, Section A, Line 1A Column (B)

“AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE OF THE ORGANIZATION, The Bank of New York Mellon PROVIDED ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR DOMINION ENERGY, INC. PEOPLES UNION VEBA TRUST. THESE SERVICES REQUIRED NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH The Bank of New York Mellon'S AGREEMENT WITH DOMINION ENERGY, INC.”

Filing and Contact Details

Filer

Filer Name
Dominion Energy Inc Peoples Union VEBA
EIN
25-1754174
In Care Of
% C/O THE BANK OF NEW YORK
Phone
8046255516
Address
C/O BNYM 240 Greenwich Street, NEW YORK, NY 10286

Signing Officer

Name
Stephen Cordo
Title
SVP
Phone
8046255516
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
The Bank of New York Mellon
Formed
1994
Legal Domicile
Va
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Eileen M Webb
Phone
4126447800
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“MODIFIED CASH BASIS”

Form 990, Part XI, Line 9

“Return of capital - ($1,437)”

Form 990 Part IX Line 11G

“Description:consulting fees total fees:60273”

Raw XML Appendix391 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
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IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0144
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVISION OF BENEFITS.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/BenefitsToMembersGrp/TotalAmt0397973
IRS990/BooksInCareOfDetail/PersonNm0CO THE BANK OF NEW YORK
IRS990/BooksInCareOfDetail/PhoneNum08046255516
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0MELLON 240 GREENWICH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010286
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt03969498
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt03902970
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0NONE
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0397973
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0341608
IRS990/CYOtherExpensesAmt0140349
IRS990/CYOtherRevenueAmt0693
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-196021
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0538322
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0342301
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVISION OF BENEFITS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt06584
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt060273
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt072167
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0THE BANK OF NEW YORK MELLON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE (See Schedule O)
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0312082
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03650047
IRS990/GrossReceiptsAmt03680266
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt029526
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029526
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03707038
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03848539
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03337965
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0PROVISION OF BENEFITS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0312082
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0312082
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0130930
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt02802
IRS990/OtherChangesInNetAssetsAmt0-1437
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CARRIED INTEREST EXPENSE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt0705
IRS990/OtherExpensesGrp/TotalAmt1620
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0PARTNERSHIP INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0693
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0693
IRS990/OtherRevenueTotalAmt0693
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
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IRS990/PrincipalOfficerNm0THE BANK OF NEW YORK MELLON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt01446083
IRS990/PYContributionsGrantsAmt00
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt221883
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Bank of New York Mellon SERVES AS THE SOLE DIRECTED TRUSTEE OF THIS TRUST. THE PLAN SPONSOR IS DOMINION ENERGY, INC. THE TRUST IS ADMINISTERED BY THE PLAN SPONSOR IN ACCORDANCE WITH THE TERMS OF THE TRUST AGREEMENT. AS SUCH, THE VEBA DOES NOT HAVE A GOVERNING BODY THAT EXERCISES DISCRETION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE QUESTIONS ARE NOT APPLICABLE TO THIS ORGANIZATION AS IT IS A 501(C)(9) TRUST (VOLUNTARY EMPLOYEE BENEFITS ASSOCIATION). ADDITIONALLY, IT DOES NOT HAVE ANY EMPLOYEES THEREFORE NO PROCESSES RELATED TO EMPLOYEE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AS A 501(C)(9) ORGANIZATION THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE OF THE ORGANIZATION, The Bank of New York Mellon PROVIDED ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR DOMINION ENERGY, INC. PEOPLES UNION VEBA TRUST. THESE SERVICES REQUIRED NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH The Bank of New York Mellon'S AGREEMENT WITH DOMINION ENERGY, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6RETURN OF CAPITAL - ($1,437)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION:CONSULTING FEES TOTAL FEES:60273
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINES 1A & 1B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTIONS A & B, LINES 8, 12-15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A, LINE 1A COLUMN (B)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990 PART IX LINE 11G
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0120 Tredegar Street
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IRS990/USAddress/CityNm0NEW YORK
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Dominion Energy Inc Peoples Union VEBA
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ReturnHeader/Filer/InCareOfNm0% C/O THE BANK OF NEW YORK
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
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ReturnHeader/PreparerPersonGrp/PhoneNum04126447800
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EILEEN M WEBB
ReturnHeader/ReturnTs02025-11-12T19:58:39-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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