Financial Information

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.

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