The Montana Community Foundation is a 501(c)(3) public charitable organization. We provide permanent funding for philanthropy in Montana through thoughtful fund distributions and long-term investing so charitable gifts deliver the greatest impact for generations to come.

Financial Highlights - Fiscal Year 2021 (07/01/20 - 06/30/21)

• Total Assets: $163.5 million
• Funds: 764 funds under management, 629 planned gifts
• Grants & Scholarships: $5.7 million distributed
• Total Contributions: $13 million

Annualized Returns (Ending December 31, 2021)

• 2021: 14.3%
• 3 Years: 15.7%
• 5 Years: 11.3%
• 10 Years: 9.9%
• All Time: 8.6%

Outsourced Chief Investment Officer: Cambridge Associates