Financials & Investment Performance
Montana Community Foundation is 501(c)(3) public charitable organization. We are committed to offering clear, transparent information about our financial position, investment management, performance and fees.
With our goal to provide permanent funding for philanthropy in Montana, we ensure prudent fund distributions and long-term investing so charitable gifts deliver the greatest impact for generations to come.
Financial Highlights - Fiscal Year 2016
(07/01/16 - 06/30/17)
Total Assets: $88 million
Funds: 627 funds under management, 395 planned gifts, 1,022 total
Grants & Scholarships: $3.4 million distributed
Contributions: $6.3 million received
Ending December 31, 2017
Asset Allocation - As of 12/31/17
Fee Schedule [PDF]
Articles of Incorporation [PDF]
Conflict of Interest Policy [PDF]