Current Balance reflects investment earnings through September 30, 2024.
Spendable Balance for Donor Advised, Designated and Unrestricted funds reflects the available to spend calculation through June 30, 2025.
Spendable Balance for Custodial funds reflects the available to spend calculation through December 31, 2024.
Fund Statements for period ended September 30, 2024 are available for Agency Funds and Donor Advised Funds.
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