Investments and Financials

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

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%
Allocation Chart- CY20


Financial Documents

Governing Documents

For more information about our financials, please contact us.