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.

    Financial Documents

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