Civic Intelligence

E Milby Burton Memorial Trust

990PF • Fiscal year 2025 • EIN 57-0697239

Jan 01, 2025 to Dec 31, 2025 • Filed on Feb 12, 2026

6 Calendar CT Suite 1Columbia, SC 29206

(803) 782-7646

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

34th percentile

0.00x

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

12th percentile

-23%

Higher net margin than 12% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

59th percentile

$4,209

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

34th percentile

-1.3%

Faster asset growth than 34% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-47%

Faster revenue growth than 5% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$636,296

Up $27,784 (+4.6%) from 2022

Net Assets

Up

$636,296

Up $27,784 (+4.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$35,913

Up $14,025 (+64%) from 2022

Expenses

Up

$44,207

Up $34,883 (+374%) from 2022

Net Income

Down

-$8,294

Down $20,858 (-166%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $419,818Liabilities 2011: $0Net Assets 2011: $419,8182011Assets 2012: $410,025Liabilities 2012: $0Net Assets 2012: $410,0252012Assets 2013: $416,612Liabilities 2013: $0Net Assets 2013: $416,6122013Assets 2014: $418,493Liabilities 2014: $0Net Assets 2014: $418,4932014Assets 2015: $426,679Liabilities 2015: $0Net Assets 2015: $426,6792015Assets 2016: $427,372Liabilities 2016: $0Net Assets 2016: $427,3722016Assets 2017: $443,904Liabilities 2017: $0Net Assets 2017: $443,9042017Assets 2018: $467,311Liabilities 2018: $0Net Assets 2018: $467,3112018Assets 2019: $626,377Liabilities 2019: $0Net Assets 2019: $626,3772019Assets 2020: $607,560Liabilities 2020: $0Net Assets 2020: $607,5602020Assets 2021: $595,948Liabilities 2021: $0Net Assets 2021: $595,9482021Assets 2022: $608,512Liabilities 2022: $0Net Assets 2022: $608,5122022Assets 2025: $636,296Liabilities 2025: $0Net Assets 2025: $636,2962025

Highlighted filing

2025

Assets$636,296
Liabilities$0
Net Assets$636,296

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $7,296Expenses 2011: $11,612Net Income 2011: -$4,3162011Revenue 2012: $8,177Expenses 2012: $17,970Net Income 2012: -$9,7932012Revenue 2013: $13,092Expenses 2013: $6,505Net Income 2013: $6,5872013Revenue 2014: $11,072Expenses 2014: $9,191Net Income 2014: $1,8812014Revenue 2015: $12,146Expenses 2015: $3,960Net Income 2015: $8,1862015Revenue 2016: $12,009Expenses 2016: $11,316Net Income 2016: $6932016Revenue 2017: $20,332Expenses 2017: $3,800Net Income 2017: $16,5322017Revenue 2018: $27,118Expenses 2018: $3,711Net Income 2018: $23,4072018Revenue 2019: $171,128Expenses 2019: $12,062Net Income 2019: $159,0662019Revenue 2020: $45Expenses 2020: $18,862Net Income 2020: -$18,8172020Revenue 2021: $9,298Expenses 2021: $20,910Net Income 2021: -$11,6122021Revenue 2022: $21,888Expenses 2022: $9,324Net Income 2022: $12,5642022Revenue 2025: $35,913Expenses 2025: $44,207Net Income 2025: -$8,2942025

Highlighted filing

2025

Revenue$35,913
Expenses$44,207
Net Income-$8,294
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 12, 2026
Return Version
2025v4.0
Mission and Program Overview

Mission

The assets of the e. Milby burton memorial trust will be devoted exclusively towards the support of the heyward-washington house and the manigault house, both of which are now owned by the charleston museum.

Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,209-$4,209
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE CHARLESTON MUSEUMHISTORICAL PIECE FOR MUSEUM-CHARLESTON, SC, US$37,882
Filing and Contact Details

Filer

Filer Name
E Milby Burton Memorial Trust
EIN
57-0697239
Phone
8037827646
Address
6 CALENDAR CT SUITE 1, COLUMBIA, SC 29206

Signing Officer

Name
Colonial Trust Company
Title
Trustee
Phone
8037821954
Signed
2026-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Kenneth E Gilroy CPA Cfp LLC
Address
1535 AUGUSTA RD, WEST COLUMBIA, SC 29169
Preparer
Kenneth E Gilroy
Phone
8039290207
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE CHARLESTON MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0360 MEETING ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd029403
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt037882
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt037882
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045473
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037882
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt045473
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt037882
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt055000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt130000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt226322
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CHARLESTON MADE SOFA - MIDDLEBURG
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PORTRAIT OF ELIZABETH SMITH
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2MAHOGANY BOW-FRONT DESK
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt055000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt130000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt226322
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt030000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1165000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt226000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE WITH SC SEC OF STA
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt052
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt052
TaxesSchedule/TaxesDetail/Amt0854
TaxesSchedule/TaxesDetail/Amt1190
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - 2024
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES FROM INVESTMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0190
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0COLONIAL TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08037821954
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0E MILBY BURTON MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0EMIL
ReturnHeader/Filer/EIN0570697239
ReturnHeader/Filer/PhoneNum08037827646
ReturnHeader/Filer/USAddress/AddressLine1Txt06 CALENDAR CT SUITE 1
ReturnHeader/Filer/USAddress/CityNm0COLUMBIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029206
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300914415
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KENNETH E GILROY CPA CFP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01535 AUGUSTA RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST COLUMBIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029169
ReturnHeader/PreparerPersonGrp/PhoneNum08039290207
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH E GILROY
ReturnHeader/ReturnTs02026-02-17T12:18:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.36$0.44$0.08
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$0.00$6.09$0.22$0.09$0.13
2021Summary only. Only limited summary data is available for this year.$5.96$0.00$5.96$0.09$0.21$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.08$0.00$6.08$0.00$0.19$0.19
2019Summary only. Only limited summary data is available for this year.$6.26$0.00$6.26$1.71$0.12$1.59
2018Summary only. Only limited summary data is available for this year.$4.67$0.00$4.67$0.27$0.04$0.23
2017Summary only. Only limited summary data is available for this year.$4.44$0.00$4.44$0.20$0.04$0.17
2016Summary only. Only limited summary data is available for this year.$4.27$0.00$4.27$0.12$0.11$0.01
2015Summary only. Only limited summary data is available for this year.$4.27$0.00$4.27$0.12$0.04$0.08
2014Summary only. Only limited summary data is available for this year.$4.18$0.00$4.18$0.11$0.09$0.02
2013Summary only. Only limited summary data is available for this year.$4.17$0.00$4.17$0.13$0.07$0.07
2012Summary only. Only limited summary data is available for this year.$4.10$0.00$4.10$0.08$0.18$0.10
2011Summary only. Only limited summary data is available for this year.$4.20$0.00$4.20$0.07$0.12$0.04