The University of Montana Foundation

Form 5500

THE UNIVERSITY OF MONTANA FOUNDATION

950 Arthur Avenue, Missoula, Mt 59812 (406) 243-2119 EIN:81-0362989 Plan Admin:Jamie Stanton

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameTHE UNIVERSITY OF MONTANA FOUNDATION - RA Plan #003 Participants BOY/EOY113 / 121 Assets BOY/EOY$6,392,732 / $5,468,497	2022	THE UNIVERSITY OF MONTANA FOUNDATION - RA - Plan #003	113 / 121	$6,392,732 / $5,468,497
2022	Plan NameTHE UNIVERSITY OF MONTANA FOUNDATION - SRA Plan #004 Participants BOY/EOY43 / 54 Assets BOY/EOY$2,555,417 / $2,348,835	2022	THE UNIVERSITY OF MONTANA FOUNDATION - SRA - Plan #004	43 / 54	$2,555,417 / $2,348,835
2021	Plan NameTHE UNIVERSITY OF MONTANA FOUNDATION - RA Plan #003 Participants BOY/EOY118 / 113 Assets BOY/EOY$5,580,624 / $6,392,732	2021	THE UNIVERSITY OF MONTANA FOUNDATION - RA - Plan #003	118 / 113	$5,580,624 / $6,392,732
2020	Plan NameTHE UNIVERSITY OF MONTANA FOUNDATION - RA Plan #003 Participants BOY/EOY111 / 118 Assets BOY/EOY$4,525,079 / $5,580,624	2020	THE UNIVERSITY OF MONTANA FOUNDATION - RA - Plan #003	111 / 118	$4,525,079 / $5,580,624
2020	Plan NameTHE UNIVERSITY OF MONTANA FOUNDATION - SRA Plan #004 Participants BOY/EOY41 / 47 Assets BOY/EOY$2,127,081 / $2,415,996	2020	THE UNIVERSITY OF MONTANA FOUNDATION - SRA - Plan #004	41 / 47	$2,127,081 / $2,415,996
2019	Plan NameTHE UNIVERSITY OF MONTANA FOUNDATION - RA Plan #003 Participants BOY/EOY103 / 111 Assets BOY/EOY$3,812,546 / $4,525,078	2019	THE UNIVERSITY OF MONTANA FOUNDATION - RA - Plan #003	103 / 111	$3,812,546 / $4,525,078
2019	Plan NameTHE UNIVERSITY OF MONTANA FOUNDATION - SRA Plan #004 Participants BOY/EOY35 / 41 Assets BOY/EOY$2,269,098 / $2,127,081	2019	THE UNIVERSITY OF MONTANA FOUNDATION - SRA - Plan #004	35 / 41	$2,269,098 / $2,127,081