-
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.
Financial Information
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