2025-02-27T14:07:57-05:00 2024-12-31 300914415 KENNETH E GILROY CPA CFP LLC 1535 AUGUSTA RD WEST COLUMBIA SC 29169 990PF 2024-01-01 570697239 E MILBY BURTON MEMORIAL TRUST EMIL 8037827646 6 CALENDAR CT SUITE 1 COLUMBIA SC 29206 COLONIAL TRUST COMPANY TRUSTEE 8037821954 2025-02-17 true true KENNETH E GILROY P00187942 8039290207 2025-02-27 2024 2025-03-06 01:10:19Z X 919395 X 250 X 689 689 16002 16002 50723 301126 50723 67664 67414 3956 3956 900 900 264 139 1552 1552 6672 6547 0 10300 10300 16972 6547 10300 50692 60867 17248 18984 18984 361534 380229 546091 93194 134055 133320 118129 111322 221000 590105 644590 919395 0 X 416367 416367 173738 228223 590105 644590 590105 644590 590105 50692 4013 644810 220 644590 ISHARES CORE HIGH DIVIDEND ETF P 2024-03-26 2024-11-20 47331 43144 4187 4187 FIDELITY MSCI REAL ESTATE INDEX ETF P 2019-10-07 2024-11-20 30832 29749 1083 1083 ISHARES CORE S&P MID-CAP ETF P 2019-10-07 2024-03-26 10451 6621 3830 3830 ISHARES CORE S&P MID-CAP ETF P 2023-03-13 2024-03-26 1493 1217 276 276 ISHARES TR US EQUITY FACTOR P 2019-10-07 2024-03-26 68347 39953 28394 28394 ISHARES TRUST CURRENCY HEDGED MSCI P 2019-10-07 2024-03-26 17372 14655 2717 2717 ISHARES US SMALL CAP EQUITY P 2020-09-30 2024-03-26 18753 11146 7607 7607 VANGUARD SHORT-TERM INVMT GRADE P 2024-01-30 189 200 -11 -11 VANGUARD SMALL-CAP GROWTH INDEX FD P 2020-09-30 2024-03-26 12890 10725 2165 2165 COLUMBIA SHORT TERM BOND P 2024-01-30 70809 69017 1792 1792 VANGUARD SHORT-TERM INVMT GRADE P 2011-06-09 2024-01-30 22659 23976 -1317 -1317 50723 4187 846 846 846 X 8 854 false false false false false false false true true SC true false false false false true N/A COLONIAL TRUST COMPANY COLONIAL TRUST COMPANY 8037827646 6 CALENDAR COURT SUITE 1 COLUMBIA SC 29206 false false false false false false false false false false false false false false false false false false false false COLONIAL TRUST COMPANY COLONIAL TRUST COMPANY 6 CALENDAR COURT SUITE 1 COLUMBIA SC 29206 TRUSTEE 1.00 3956 0 0 NONE NONE N/A 646394 21822 155853 824069 824069 12361 811708 40585 40585 846 846 39739 39739 39739 10300 10300 39739 8443 10300 8443 1857 37882 X THE CHARLESTON MUSEUM 360 MEETING ST CHARLESTON SC 29403 PC HISTORICAL PIECE FOR MUSEUM 4800 THE CHARLESTON MUSEUM 360 MEETING ST CHARLESTON SC 29403 PC HISTORICAL PIECE FOR MUSEUM 5500 10300 14 689 14 16002 14 50723 67414 67414 false false false false false false false false false false TAX RETURN PREPARATION FEE 900 900 ISHARES CORE US AGGREGATE BOND ETF 59222 58140 ISHARES TR FLTG RATE NT ETF 25487 25440 ISHARES 0-5 YEAR INVESTMENT GRADE 49346 49740 COLUMBIA SHORT-TERM BOND FUND VANGUARD SHORT-TERM INVESTMENT GRD FIDELITY MSCI REAL ESTATE INDEX ISHARES CORE S&P 500 163326 294340 ISHARES CORE S&P MID-CAP ETF 13384 17135 ISHARES CORE S&P SMALL-CAP 13462 14403 ISHARES CORE HIGH DIVIDEND ETF 21572 22452 ISHARES MSCI EMR MRK EX CHINA 7793 8318 ISHARES TR US EQUITY FACTR ISHARES TR MSCI USA SMALL CAP ISHARES TR MSCI INTL QUALITY 29290 37120 ISHARES TRUST CORE DIVID 116747 134948 ISHARES TRUST CURRENCY HEDGED MSCI 14655 17375 VANGUARD SMALL-CAP GROWTH INDEX CHARLESTON MADE SOFA - MIDDLEBURG 55000 55000 30000 PORTRAIT OF ELIZABETH SMITH 30000 30000 165000 MAHOGANY BOW-FRONT DESK 26322 26322 26000 FEDERAL INLAID MAHOGANY PIANO 5720 3 CHAIRS BAKER REPRODUCTIONS 788 ACCRUED INCOME 299 LOSS ON DONATION OF PIANO 220 EXPENSES GIFT CERT - FOR HELP W/ AUDIT 300 300 FILING FEE WITH SC SEC OF STA 52 52 READ & MULLIN - APPRAISERS 1200 1200 GAIN ON DONATION OF 3 CHAIRS 4012 ROUNDING 1 FEDERAL TAX PAYMENT - 2023 125 FOREIGN TAXES FROM INVESTMENTS 139 139