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 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%
Outsourced Chief Investment Officer: Cambridge Associates
For more information about our financials, please contact us.