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 (07/01/21 - 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

Investment Pool Assets 2021

Audited Financial Report

Governing Documents

For more information about our financials, please contact us.