Montana Fish & Wildlife Conservation Trust

Investment Performance

By 2004, the initial value of this trust was $14,945,403.  As of May 31, 2016, despite losses during the 2008-2009 market slump, the value of the Trust has grown to approximately $22,051,173.

Montana Fish & Wildlife Conservation Trust - Fiscal Summary: 2015

Funding Year/Amounts

Trust Balance
12/31/15

Available for Grants

Projects Awarded

Trust Manager

Administration

2015
Granted but Unused Funds

21,582,419

1,000,000
394,150

 

1,147,000

284,863

38,048

Total:

 

$1,394,150

$1,147,000

$284,863

$38,048

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 $8,215,600, which includes $4,385,950 inside the Missouri River Watershed and $3,829,650 across the rest of the state.

See the chart below for Allocation Percentage as of December 2015

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