-
Key Performance Indicators 2024
2023
2022 2021
Investment Returns 11.5% 16.84%
-17.4% 13.8%
Total Assets $19,692,766
$18,786,222
$16,683,768
$18,226,584
Total Gifts/Grants Received $3,427,445
$2,567,259
$2,500,575
$1,286,133
Number of New Donors 191
320
196
192
Gift Count/IRA Gifts 962/56
1119/41
1130/31
733/37
Bequest Gifts $145,388
$5,689
$15,816
$138,823
Total Number of Funds 205
198
191
184
Total Grants & Scholarships Paid $4,222,218
$2,676,244
$976,213
$944,407
Number of Grants Paid 616 599 588 527
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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