Athens Foundation, Inc
Disclosure Statement
June 27, 2008
Foundation Staff
Susan Urano, Executive Director
Tanya Conrath, Leadership Athens Director
Foundation Board of Directors
Committee designations are indicated in parentheses; committee chairperson in italics
Governance Committee (GV), Investment (IV), Marketing/Development (MD), Grants (GR)
Ada Woodson Adams, (GR)
Michael Carpenter (IV)
Dr. James Gaskell (GR)
Kristina Borovicka Gerig (GR)
Carol Kuhre President
Dr. Roderick J. McDavis, (GV)
Judith Millesen (GV)
Scott Nisley (IV)
Bob Norris (IV)
Thomas Kostohryz
Steve Davies
Jennifer Simon (GV)
David Sharp (MD)
Mark Snider (IV)
Brian Walker (GV)
Paul Wiehl
The following non-board members also give generously of their time to serve on committees: Christian Gerig (MD), Bill Kennard (IV), Dawn Copeland (IV), Gerald Mollica (legal council)
Professional Accounting and Audit
MS Accounting and Taxes
Suttle and Stalnaker
Investment Adviser
Edward Jones
Adminstrative Fees: The Foundation charges and administrative fee, approved by the Board of 1.5% for funds (of the average market value of the fund for the twelve trailing quarters ending 9/30 of the previous year.)
Investment Fees: The funds of the Foundation share proportionately, based on market value, in Investment fees. No management fees are charged by current Investment Advisor.