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, 2019)
- 2019: 18.8%
- 1 Year: -7.6%
- 3 Years: 2.9%
- 5 Years: 6.3%
- 10 Years: 20.4%
- All Time: 8.19%

Financial Documents
- 2020 Audit [PDF]
- 2019 Audit [PDF]
- 2018 Audit [PDF]
- 2017 Audit [PDF]
- 2016 Audit [PDF]
- 2019 Form 990 [PDF]
- 2018 Form 990 [PDF]
- 2017 Form 990 [PDF]
- 2016 Form 990 [PDF]
- 2015 Form 990 [PDF]
Governing Documents
- Articles of Incorporation [PDF]
- Bylaws [PDF]
- Conflict of Interest Policy [PDF]
Fee Schedule
For more information about our financials, please contact us.