2024-05-08T09:13:48-00:00 2023-12-31 850736788 QUALITY ACCOUNTING & TAXES 344 JEFFERSON STREET GREENFIELD OH 45123 990PF 2023-01-01 311818824 HISTORICAL SOCIETY OF GREENFIELD OHIO INC HIST PO Box 226 GREENFIELD OH 45123 JUDY SCHMIDT TREASURER 2024-05-08 true JUDY SCHMIDT KIMBERLY S TAYLOR P01897420 9378030377 2024-05-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 0 X 18711 43 43 5068 5068 485 5551 105151 5551 29858 10662 7000 293 18738 4134 30165 0 0 0 0 30165 0 0 -307 10662 13989 12499 21729 39134 8123 8016 51002 258704 178162 332998 247895 332998 71678 622118 621811 0 0 622118 621811 622118 621811 622118 621811 622118 -307 621811 621811 DOUBLELN P 2023-02-09 3000 3501 -501 -501 VNGRD RUS 100 INDEX P 2015-08-18 2023-02-09 1882 972 910 910 EDGEWOOD GRW P 2019-09-05 2023-06-23 6796 6275 521 521 ARTISAN MDCP ADVS P 2023-06-23 4200 4822 -622 -622 CALVERT EMKT P 2019-09-05 2023-06-23 3400 3415 -15 -15 DOUBBLELN TR BD P 2018-09-17 2023-06-23 3400 3992 -592 -592 FT VAL LINE DIV P 2019-09-05 2023-06-23 5461 4748 713 713 FRK HI INC ADVS P 2021-09-28 2023-06-23 7900 9145 -1245 -1245 FUNDAMENTAL INVS P 2023-06-23 14100 9936 4164 4164 HARBOR SMCP P 2018-09-17 2023-06-23 3100 3214 -114 -114 JH DSCP VAL P 2023-06-23 4000 3298 702 702 MFS EMKT DBT P 2021-09-28 2023-06-23 6000 7640 -1640 -1640 MFS RESEARCH P 2023-06-23 3300 2535 765 765 PGIM T/R P 2023-06-23 8600 10183 -1583 -1583 T ROWE INTL P 2017-01-26 2023-06-23 3400 3155 245 245 TOUCH SM CO Y P 2023-06-23 1000 1275 -275 -275 TOUCHSTONE SANDS P 2023-06-23 7774 7605 169 169 VNGRD MEGA CAP P 2018-09-17 2023-06-23 16238 12899 3339 3339 VNGRD RUS2000 P 2016-02-03 2023-06-23 941 588 353 353 VNGRD MDCP VAL P 2016-02-03 2023-06-23 659 402 257 257 5551 148 148 148 148 false false OH false false false false true false false false false false false false false false false false false false false false false false false false false false WENDY ROYSE 11530 STATE ROUTE 138 GREENFIELD OH 45123 PRESIDENT/TRUSTEE 010.00 0 SUSAN THOMPSON 402 NORTH WASHINGTON ST GREENFIELD OH 45123 VICE PRESIDENT/TRUSTEE 002.00 0 SHARON GREENE 425 NORTH SIXTH ST GREENFIELD OH 45123 SECRETARY 002.00 0 JUDY SCHMIDT 635 MORTON ROAD SOUTH SALEM OH 45681 TREASURER 010.00 0 STUART MCNEIL 615 FRANKLIN DR GREENFIELD OH 45123 ASST TREASURER/TRUSTEE 002.00 0 HAROLD SCHMIDT 635 MORTON ROAD SOUTH SALEM OH 45681 TRUSTEE 010.00 0 JAY HARDY 12846 ISLAND GROVE ROAD GREENFIELD OH 45123 TRUSTEE 002.00 0 PATRICIA SMITH 434 MIRABUEA ST GREENFIELD OH 45123 TRUSTEE 002.00 0 DOUG KARNES 8616 WORLEY MILL RD HILLSBORO OH 45133 TRUSTEE 002.00 0 JEFF PAYTON 233 SOUTH SECOND STREET GREENFIELD OH 45123 TRUSTEE 002.00 0 STEVE WINEGAR 11665 STATE ROUTE 28 LEESBURG OH 45135 TRUSTEE 002.00 0 NONE NONE N/A 0 148 148 0 0 0 0 X FUNDRAISERS 6791 7560 RESEARCH 30 14381 14381 false false false false false false false false false false X X 1 LOES ROADS ESTATE 9400 STATE ROUTE41 GREENFIELD OH 45123 10000 X LPL FMV 178162 ASSETS 332998 332998 71678 OFFICE EXPENSE 2610 NEWS LETTERS 1319 SUPPLIES 205 HEATING AIR REPAIR 2000 MCCARTY DESIGN PLANS 5000 REAL ESTATE 293