Financial Information

  • Key Performance Indicators

    2023

    2022

    2021

    2020

    Investment Returns 16.84%

    -17.4%

    13.8%

    14%

    Total Assets

    $18,786,222

    $16,683,768

    $18,226,584

    $15,978,997

    Total Gifts/Grants Received

    $2,567,259

    $2,500,575

    $1,286,133

    $1,017,380

    Number of New Donors

    320

    196

    192

    232

    Gift Count/IRA Gifts

    1119/41

    1130/31

    733/37

    854/9

    Bequest Gifts

    $5,689

    $15,816

    $138,823

    $4,927

    Total Number of Funds

    198

    191

    184

    174

    Total Grants & Scholarships Paid

    $2,676,244

    $976,213

    $944,407

    $912,188

    Number of Grants Paid 599 588 527

    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

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