Financial Information

  • Key Performance Indicators

    2020

    2019

    2018

    2017

    Investment Returns

    14%

    21.67%

    -6.71%

    16.50%

    Total Assets

    $15,978,997

    $14,120,247

    $11,495,608

    $11,979,769

    Total Gifts/Grants Received

    $1,017,380

    $1,227,595

    $1,298,964

    $875,415

    Number of New Donors

    232

    121

    136

    217

    Number of Memorial or Honorary Gifts

    135

    140

    112

    267

    Bequest Gifts

    $4,927

    $102,564

    $335,000

    $8,000

    Total Number of Funds

    174

    160

    154

    134

    Total Grants Paid

    $912,188

    $693,215

    $827,427

    $834,832

    Number of Grants Paid 461

    276

    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 found in our 2019 Annual Report.

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