Our Financials

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 2020 (07/01/19 - 06/30/20)

• Total Assets: $124 million
• Funds: 718 funds under management, 601 planned gifts
• Grants & Scholarships: $2.4 million distributed
• Total Contributions: $18 million

Annualized Returns (Ending December 31, 2020)

• 2020: 14.0%
• 1 Year: 18.8%
• 3 Years: 17.1%
• 5 Years: 2.4%
• 10 Years: 13.1%
• All Time: 8.38%