Financial Information

  • Key Performance Indicators

    2021

    2020

    2019

    2018

    Investment Returns 13.8%

    14%

    21.67%

    -6.71%

    Total Assets

    $18,226,584

    $15,978,997

    $14,120,247

    $11,495,608

    Total Gifts/Grants Received

    $1,286,133

    $1,017,380

    $1,227,595

    $1,298,964

    Number of New Donors

    192

    232

    121

    136

    Number of Memorial or Honorary Gifts

    114

    135

    140

    112

    Bequest Gifts

    $138,823

    $4,927

    $102,564

    $335,000

    Total Number of Funds

    184

    174

    160

    154

    Total Grants Paid

    $944,407

    $912,188

    $693,215

    $827,427

    Number of Grants Paid 527 461

    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

For Donors

Some of the questions most frequently asked by our donors are answered for you here.

Learn More

For Professional Advisors

Some of the questions most frequently asked by professional advisors are answered for you here.

Learn More

Give Now

Every gift makes a difference.
Where and how is up to you.

Give Now