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 2019
(07/01/18 - 06/30/19)
Total Assets: $101.5 million
Funds: 682 funds under management, 532 planned gifts
Grants & Scholarships: $3.3 million distributed
Contributions: $8.5 million received
Ending December 31, 2019
Asset Allocation - As of 12/31/19
Fee Schedule (as of July 2020)
Articles of Incorporation [PDF]
Conflict of Interest Policy [PDF]