Agency Fund Statements for period ended March 31, 2024 are available in the portal.
Donor Advised Fund Statements for period ended March 31, 2024 are available in the portal.
Current Balance reflects investment earnings through April 30, 2024.
Spendable Balance reflects the available to spend calculation through June 30, 2024 for all Donor Advised, Designated and Unrestricted funds; and through June 30, 2024 for all Custodial Funds.
