Foundation Contact List
HDL Center - Suite 218
Athens, OH 45701
Kris Sano, CPA
Associate Controller
(740) 597-9933
Responsible for:
- management of foundation operations
- management of endowment program
- management of audit and financial reporting
- projects as assigned
Shelly Dowler
Accountant
(740) 597-1560
Responsible for:
- management of day-to-day operations
- preparation of audit work papers and financial reports
- preparation of general ledger entries
- management of charitable trusts
- Reconciliation of balance sheet accounts
- auditing billing authorizations, journal entries and accounting corrections involving Foundation accounts.
Candice Casto, CPA
Senior Financial Analyst
(740) 593-1901
Responsible for:
- preparation of audit work papers and financial reports
- stock contributions processing
- maintenance of investment accounts
- Gift-in-Kind contributions processing
- preparation of general ledger entries
- reconciliation of balance sheet accounts
Kathy Grubb
Records Management Assistant
(740) 593-9410
Responsible for:
- Management of Cashbook
- Cashnet processing
- BSR account reconciliation
- back-up data entry of charitable gifts and pledges into BSR and producing related reports
- back-up reception/phone duties
Patty Hogue
Accounting Assistant
(740) 593-2671
Responsible for:
- preparation of charitable gifts for entry into BSR and Cashnet
- preparation of non-contribution deposits into Cashnet
- reception/phone duties
- daily mail runs
