Investments and Financials

We are committed to offering clear, transparent information about our financial position, investment management, performance, and fees.

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 2023 (07/01/22 - 06/30/23)

  • Total Assets: $165.9 million
  • Funds: 814 funds under management, 716 planned gifts
  • Grants & Scholarships: $4.4 million distributed
  • Total Contributions: $9.2 million

Annualized Returns (Ending December 31, 2023)

  • 2023: 14%
  • 3 Years: 14.3%
  • 5 Years: -18.8%
  • 10 Years: 6.3%
  • All Time: 8.07%

Outsourced Chief Investment Officer: Cambridge Associates

Investment Pool Assets (As of 12/31/23)148.2 Million

Investment Pool Assets (As of 12/31/23)148.2 Million

Community Impact Fees

Our Community Impact Fees support philanthropy and ensure effective grantmaking. MCF administers competitive fees that support our operating budget and help us to meet our mission. See our Community Impact Fee Schedule here.

Audited Financial Report

Governing Documents

For more information about our financials, please contact us.