Civic Intelligence

Alabama Power Co Post Retirement Welfare Benefits Trust

EIN 63-1133071 • 501(c)9 • Atlanta, GA

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Profile

Funding post-retirement medical and life insurance benefits.

241 Ralph Mcgill Blvd NE Bin 1013Atlanta, GA 30308

n/A

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

39th percentile

$17

Higher top officer pay than 39% of similar nonprofits.

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

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

55th percentile

6.3%

Faster asset growth than 55% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

28%

Faster revenue growth than 76% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$298,677,620

Up $17,755,418 (+6.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$298,677,620

Up $17,755,418 (+6.3%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin72nd percentile

Revenue

Up

$18,280,060

Up $3,960,023 (+28%) from 2023

Expenses

Up

$15,205,835

Up $468,418 (+3.2%) from 2023

Net Income

Up

$3,074,225

Up $3,491,605 (+837%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$400M$300M$200M$100M$0Assets 2011: $221,781,202Liabilities 2011: $3,824,752Net Assets 2011: $217,956,4502011Assets 2012: $238,485,050Liabilities 2012: $261,945Net Assets 2012: $238,223,1052012Assets 2013: $278,219,559Liabilities 2013: $1,613,890Net Assets 2013: $276,605,6692013Assets 2014: $276,865,962Liabilities 2014: $377,985Net Assets 2014: $276,487,9772014Assets 2015: $257,878,307Liabilities 2015: $2,284,081Net Assets 2015: $255,594,2262015Assets 2016: $257,725,072Liabilities 2016: $12,871Net Assets 2016: $257,712,2012016Assets 2017: $285,099,079Liabilities 2017: $0Net Assets 2017: $285,099,0792017Assets 2018: $252,501,988Liabilities 2018: $9,298Net Assets 2018: $252,492,6902018Assets 2019: $290,365,839Liabilities 2019: $0Net Assets 2019: $290,365,8392019Assets 2020: $327,857,370Liabilities 2020: $1,499,828Net Assets 2020: $326,357,5422020Assets 2021: $344,757,597Liabilities 2021: $0Net Assets 2021: $344,757,5972021Assets 2022: $253,301,719Liabilities 2022: $0Net Assets 2022: $253,301,7192022Assets 2023: $280,922,202Liabilities 2023: $0Net Assets 2023: $280,922,2022023Assets 2024: $298,677,620Liabilities 2024: $0Net Assets 2024: $298,677,6202024

Highlighted filing

2024

Assets$298,677,620
Liabilities$0
Net Assets$298,677,620
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

$30M$20M$10M$0-$10M-$20MRevenue 2011: $10,461,059Expenses 2011: $13,511,625Net Income 2011: -$3,050,5662011Revenue 2012: $22,545,056Expenses 2012: $21,270,553Net Income 2012: $1,274,5032012Revenue 2013: $13,325,734Expenses 2013: $15,989,335Net Income 2013: -$2,663,6012013Revenue 2014: $1,719,134Expenses 2014: $13,180,130Net Income 2014: -$11,460,9962014Revenue 2015: $9,961,075Expenses 2015: $15,794,092Net Income 2015: -$5,833,0172015Revenue 2016: $7,197,706Expenses 2016: $9,223,536Net Income 2016: -$2,025,8302016Revenue 2017: $12,819,937Expenses 2017: $17,665,508Net Income 2017: -$4,845,5712017Revenue 2018: $11,469,746Expenses 2018: $18,920,317Net Income 2018: -$7,450,5712018Revenue 2019: $9,332,385Expenses 2019: $17,951,023Net Income 2019: -$8,618,6382019Revenue 2020: $7,036,775Expenses 2020: $8,621,829Net Income 2020: -$1,585,0542020Revenue 2021: $14,314,769Expenses 2021: $16,488,657Net Income 2021: -$2,173,8882021Revenue 2022: $9,773,954Expenses 2022: $14,704,649Net Income 2022: -$4,930,6952022Revenue 2023: $14,320,037Expenses 2023: $14,737,417Net Income 2023: -$417,3802023Revenue 2024: $18,280,060Expenses 2024: $15,205,835Net Income 2024: $3,074,2252024

Highlighted filing

2024

Revenue$18,280,060
Expenses$15,205,835
Net Income$3,074,225
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
$298,677,620
Liabilities
$0
Net assets
$298,677,620
Revenue
$18,280,060
Expenses
$15,205,835
Net income
$3,074,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$299$0.00$299$18.3$15.2$3.07
2023Detailed filing. Detailed filing data is available for this year.$281$0.00$281$14.3$14.7$0.42
2022Detailed filing. Detailed filing data is available for this year.$253$0.00$253$9.77$14.7$4.93
2021Detailed filing. Detailed filing data is available for this year.$345$0.00$345$14.3$16.5$2.17
2020Detailed filing. Detailed filing data is available for this year.$328$1.50$326$7.04$8.62$1.59
2019Summary only. Only limited summary data is available for this year.$290$0.00$290$9.33$18.0$8.62
2018Summary only. Only limited summary data is available for this year.$253$0.01$252$11.5$18.9$7.45
2017Summary only. Only limited summary data is available for this year.$285$0.00$285$12.8$17.7$4.85
2016Summary only. Only limited summary data is available for this year.$258$0.01$258$7.20$9.22$2.03
2015Summary only. Only limited summary data is available for this year.$258$2.28$256$9.96$15.8$5.83
2014Summary only. Only limited summary data is available for this year.$277$0.38$276$1.72$13.2$11.5
2013Summary only. Only limited summary data is available for this year.$278$1.61$277$13.3$16.0$2.66
2012Summary only. Only limited summary data is available for this year.$238$0.26$238$22.5$21.3$1.27
2011Summary only. Only limited summary data is available for this year.$222$3.82$218$10.5$13.5$3.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 27, 2025
Return Version
2024v5.2
Gross Receipts
$42,144,000
Mission and Program Overview

Mission

Funding post-retirement medical and life insurance benefits

Funding post-retirement medical and life insurance benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$280,922,202$298,677,620▲ $17,755,418
Investments in Publicly Traded Securities$1,216,736$4,245,180▲ $3,028,444
Cash and Non-Interest-Bearing Accounts$60,153$56,631▼ $3,522
Accounts Receivable$260$436▲ $176
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$280,922,202$298,677,620▲ $17,755,418
Other Assets Total$279,645,053$294,375,373▲ $14,730,320
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$280,922,202$298,677,620▲ $17,755,418
Total Liabilities and Net Assets / Fund Balance$280,922,202$298,677,620▲ $17,755,418

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$294,375,373--
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Moses FeaginTrusteePT$17$17

Board Members and Trustees

NameTitle
-Duly Authorized Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,114,074
Investment Income
$165,986
Other Revenue
$0
Change in Net Assets
$3,074,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$66,955
Salaries, Compensation, and Employee Benefits$17
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$15,138,863
Fees for Services Other---$66,955
Current Officers, Directors, Trustees, and Key Employees---$17
Total Functional Expenses$0$0$0$15,205,835
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
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, Line 1A

“The organization is a trust formed by alabama power company to receive, hold and invest funds for the purpose of paying medical and life insurance benefits to alabama power company retired employees. Bank of new york mellon is the institutional trustee. The company controls the operations of the trust through its duly authorized officer in accordance with the provisions of the trust agreement. As of december 31, 2024, the duly authorized officer of the trust was moses feagin, executive vice president and chief financial officer of alabama power company.”

Form 990, Part VI, Section A, Line 8A

“The governing body did not hold any meetings during the year.”

Form 990, Part VI, Section A, Line 8B

“There was no committee with authority to act on behalf of the governing body.”

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

“The form 990 is reviewed by the vice president of tax of southern company services, inc., who is delegated authority for tax returns by the duly authorized officer of the trust.”

Form 990, Part VI, Section C, Line 19

“As a 501(c)(9) organization, the trust does not typically make their financial statements or governing documents available to the general public.”

Filing and Contact Details

Filer

Filer Name
Alabama Power Co Post Retirement Welfare
EIN
63-1133071
Phone
4122347977
Address
241 RALPH MCGILL BLVD NE BIN 1013, ATLANTA, GA 30308

Signing Officer

Name
James X Llende
Title
VP Tax
Phone
4122347977
Signed
2025-08-27
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Warren Averett LLC
Address
2500 ACTON ROAD, BIRMINGHAM, AL 35243
Preparer
Megan Randolph
Phone
2059794100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Irs overpayment adustment -33,136.”

Raw XML Appendix289 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/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt0260
IRS990/AccountsReceivableGrp/EOYAmt0436
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FUNDING POST-RETIREMENT MEDICAL AND LIFE INSURANCE BENEFITS.
IRS990/BenefitsToMembersGrp/TotalAmt015138863
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BANK OF NEW YORK MELLON
IRS990/BooksInCareOfDetail/PhoneNum04122347977
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01 MELLON CTR
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015258
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0280922202
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0298677620
IRS990/CashNonInterestBearingGrp/BOYAmt060153
IRS990/CashNonInterestBearingGrp/EOYAmt056631
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt017
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt015138863
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0165986
IRS990/CYOtherExpensesAmt066955
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt018114074
IRS990/CYRevenuesLessExpensesAmt03074225
IRS990/CYSalariesCompEmpBnftPaidAmt017
IRS990/CYTotalExpensesAmt015205835
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt018280060
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE 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.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt066955
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0BANK OF NEW YORK MELLON
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0MOSES FEAGIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt017
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1DULY AUTHORIZED OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt015224
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt023879164
IRS990/GrossReceiptsAmt042144000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0150762
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0150762
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01216736
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04245180
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt023863940
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0FUNDING POST-RETIREMENT MEDICAL AND LIFE INSURANCE BENEFITS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0280922202
IRS990/NetAssetsOrFundBalancesEOYAmt0298677620
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt015224
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt015224
IRS990/NetUnrelatedBusTxblIncmAmt017565
IRS990/NetUnrlzdGainsLossesInvstAmt014714329
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0279645053
IRS990/OtherAssetsTotalGrp/EOYAmt0294375373
IRS990/OtherChangesInNetAssetsAmt0-33136
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BANK OF NEW YORK MELLON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0PLAN CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018114074
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018114074
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt014417430
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt062274
IRS990/PYOtherExpensesAmt0319981
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt014257763
IRS990/PYRevenuesLessExpensesAmt0-417380
IRS990/PYSalariesCompEmpBnftPaidAmt06
IRS990/PYTotalExpensesAmt014737417
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014320037
IRS990/ReconcilationRevenueExpnssAmt03074225
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0294375373
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0TRUST OWNED LIFE INSURANCE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0294375373
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A TRUST FORMED BY ALABAMA POWER COMPANY TO RECEIVE, HOLD AND INVEST FUNDS FOR THE PURPOSE OF PAYING MEDICAL AND LIFE INSURANCE BENEFITS TO ALABAMA POWER COMPANY RETIRED EMPLOYEES. BANK OF NEW YORK MELLON IS THE INSTITUTIONAL TRUSTEE. THE COMPANY CONTROLS THE OPERATIONS OF THE TRUST THROUGH ITS DULY AUTHORIZED OFFICER IN ACCORDANCE WITH THE PROVISIONS OF THE TRUST AGREEMENT. AS OF DECEMBER 31, 2024, THE DULY AUTHORIZED OFFICER OF THE TRUST WAS MOSES FEAGIN, EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER OF ALABAMA POWER COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY DID NOT HOLD ANY MEETINGS DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE WAS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED BY THE VICE PRESIDENT OF TAX OF SOUTHERN COMPANY SERVICES, INC., WHO IS DELEGATED AUTHORITY FOR TAX RETURNS BY THE DULY AUTHORIZED OFFICER OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS A 501(C)(9) ORGANIZATION, THE TRUST DOES NOT TYPICALLY MAKE THEIR FINANCIAL STATEMENTS OR GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5IRS OVERPAYMENT ADUSTMENT -33,136.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0SOUTHERN COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0582210952
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0AL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0UTILITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ALABAMA POWER COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0600 N 18TH STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BIRMINGHAM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0AL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd035219
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0280922202
IRS990/TotalAssetsEOYAmt0298677620
IRS990/TotalAssetsGrp/BOYAmt0280922202
IRS990/TotalAssetsGrp/EOYAmt0298677620
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt015205835
IRS990/TotalGrossUBIAmt0165986
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0280922202
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0298677620
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt018114074
IRS990/TotalReportableCompFromOrgAmt017
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt018114074
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt018280060
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0165986
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0280922202
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0298677620
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 MELLON CENTER
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015258
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES X LLENDE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum04122347977
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALABAMA POWER CO POST RETIREMENT WELFARE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALAB
ReturnHeader/Filer/EIN0631133071
ReturnHeader/Filer/PhoneNum04122347977
ReturnHeader/Filer/USAddress/AddressLine1Txt0241 RALPH MCGILL BLVD NE BIN 1013
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030308
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454084437
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARREN AVERETT LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02500 ACTON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02059794100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEGAN RANDOLPH
ReturnHeader/ReturnTs02025-09-25T09:35:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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