Montana Fish & Wildlife Conservation Trust

Investment Performance

By 2004, the initial value of this trust was $14,945,403.  As of August 31, 2015, despite losses during the 2008-2009 market slump, the value of the Trust has grown to approximately $21,926,335.

Montana Fish & Wildlife Conservation Trust - Fiscal Summary: 2014

Funding Year/Amounts

Trust Balance
12/31

Available for Grants

Projects Awarded

Trust Manager

Administration

2014
Granted but Unused Funds

23,096,624

865,000
225,000

 

1,038,150

284,245

24,960

Total:

 

$1,095,000

$,1,038,150

$284,245

$24,960

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 $7,012,400, which includes $3,905,950 inside the Missouri River Watershed and $3,106,450 across the rest of the state.

See the chart below for Allocation Percentage as of December 2014

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