-
Key Performance Indicators 2023
2022
2021 2020
Investment Returns 16.84% -17.4%
13.8% 14%
Total Assets $18,786,222
$16,683,768
$18,226,584
$15,978,997
Total Gifts/Grants Received $2,567,259
$2,500,575
$1,286,133
$1,017,380
Number of New Donors 320
196
192
232
Gift Count/IRA Gifts 1119/41
1130/31
733/37
854/9
Bequest Gifts $5,689
$15,816
$138,823
$4,927
Total Number of Funds 198
191
184
174
Total Grants & Scholarships Paid $2,676,244
$976,213
$944,407
$912,188
Number of Grants Paid 599 588 527 461
We have long-term investment strategies and proven financial practices to make sure the gifts you leave with us are sustained, grown and put to use effectively. Information regarding our foundation fees, investment fees and investment committee will be provided upon request. The Community Foundation of Oceana County was an affiliate of the Community Foundation for Muskegon County for 30 years until 12/31/2019 and now operates as an independent foundation.
More information can be accessed in our annual reports here.
Financial Documents
Financial Information
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