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 2023 (07/01/22 - 06/30/23)

• Total Assets: $165.9 million
• Funds: 814 funds under management, 716 planned gifts
• Grants & Scholarships: $4.4 million distributed
• Total Contributions: $9.2 million

Annualized Returns (Ending December 31, 2023)

• 2023: 14%
• 3 Years: 14.3%
• 5 Years: -18.8%
• 10 Years: 6.3%
• All Time: 8.07%

Outsourced Chief Investment Officer: Cambridge Associates

Investment Pool Assets (As of 12/31/23)148.2 Million