Montana Fish & Wildlife Conservation Trust

Investment Performance

By 2004, the initial value of this trust was $14,945,403.  As of March 31, 2013, despite losses during the 2008-2009 market slump, the value of the Trust has grown to approximately $20,537,406.

Montana Fish & Wildlife Conservation Trust - Fiscal Summary: 2012

Funding Year/Amounts

Trust Balance
12/31

Available for Grants

Projects Awarded

Trust Manager

Administration

2012
Granted but Unused Funds

19.253,266

698,000
606,817

 

1,265,000

240,661

18,910

Total:

 

$1,304,817

$1,265,000

$240,661

$18,910

Allocation Percentage

As a result of our conservative investment strategy, investments earned a net of 9%, of which 4% was invested in projects across Montana and 5% was reinvested in the Trust.

Grants to date are $4,222,800, which includes $2,007,000 inside the Missouri River Watershed and $2,215,800 across the rest of the state.

See the chart below for Allocation Percentage as of December 2012

Cost Allocation Pie Chart

 

 

Montana Fish & Wildlife Conservation Trust
P.O. Box 1993
Helena, MT 59624
Phone: 406-458-0389 or Email: fwctrust@mtwf.org
www.mtconservationtrust.org