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 2021 (07/01/20 - 06/30/21)
- Total Assets: $163.5 million
- Funds: 764 funds under management, 629 planned gifts
- Grants & Scholarships: $5.7 million distributed
- Total Contributions: $13 million
Annualized Returns (Ending December 31, 2021)
- 2021: 14.3%
- 3 Years: 15.7%
- 5 Years: 11.3%
- 10 Years: 9.9%
- All Time: 8.6%
Outsourced Chief Investment Officer: Cambridge Associates
For more information about our financials, please contact us.