Civic Intelligence

Holley Charitable Trust

EIN 37-6682680 • St Petersburg, FL

P O Box 23559St Petersburg, FL 33742
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

92nd percentile

63%

Higher net margin than 92% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

65th percentile

$11,919

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

346%

Faster revenue growth than 96% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$626,588

Up $71,161 (+13%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$626,588

Up $71,161 (+13%) from 2023

Revenue

Up

$112,372

Up $87,194 (+346%) from 2023

Expenses

Up

$41,302

Up $2,242 (+5.7%) from 2023

Net Income

Up

$71,070

Up $84,952 (+612%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2019: $566,309Liabilities 2019: $02019Assets 2020: $580,342Liabilities 2020: $1Net Assets 2020: $580,3422020Assets 2021: $583,365Liabilities 2021: $1Net Assets 2021: $583,3652021Assets 2022: $569,571Liabilities 2022: $1Net Assets 2022: $569,5712022Assets 2023: $555,427Liabilities 2023: $1Net Assets 2023: $555,4272023Assets 2024: $626,588Liabilities 2024: $0Net Assets 2024: $626,5882024

Highlighted filing

2024

Assets$626,588
Liabilities$0
Net Assets$626,588

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2019: $574,679Expenses 2019: $8,370Net Income 2019: $566,3092019Revenue 2020: $31,352Expenses 2020: $17,365Net Income 2020: $13,9872020Revenue 2021: $76,499Expenses 2021: $73,453Net Income 2021: $3,0462021Revenue 2022: $24,206Expenses 2022: $37,887Net Income 2022: -$13,6812022Revenue 2023: $25,178Expenses 2023: $39,060Net Income 2023: -$13,8822023Revenue 2024: $112,372Expenses 2024: $41,302Net Income 2024: $71,0702024

Highlighted filing

2024

Revenue$112,372
Expenses$41,302
Net Income$71,070

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RAYMOND JAMESTrustee-$11,919-$11,919
Filing and Contact Details

Filer

Filer Name
Holley Charitable Trust
EIN
37-6682680
Phone
7275672300
Address
P O BOX 23559, ST PETERSBURG, FL 33742

Signing Officer

Name
Joe Weaver
Title
Trustee
Phone
7275672300
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT ST 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura Strobel
Phone
4123556000
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt113865
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PANAMA CITY SEVENTH DAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PANAMA CITY SEVENTH DAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ADVENTIST CHRISTIAN ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1ADVENTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1ATTN ALAN KESSLER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PANAMA CITY
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033575
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031732
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020148
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018305
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2Txt0P O BOX 23559
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ST PETERSBURG
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033742
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IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0308
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MUTUAL FUND TIMING ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt022
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt022
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0399
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COST BASIS ADJ
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0EDWARD JONES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0C/O RAYMOND JAMES TRUST NA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine2Txt0P O BOX 23559
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0ST PETERSBURG
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033742
TaxesSchedule/TaxesDetail/Amt0366
TaxesSchedule/TaxesDetail/Amt112
TaxesSchedule/TaxesDetail/Amt2244
TaxesSchedule/TaxesDetail/Amt39
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0366
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt39
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE WEAVER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07275672300
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLLEY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HOLL
ReturnHeader/Filer/EIN0376682680
ReturnHeader/Filer/PhoneNum07275672300
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ReturnHeader/Filer/USAddress/CityNm0ST PETERSBURG
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT ST 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA STROBEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X

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