Financial Information

  • Key Performance Indicators 2018 2017 2016 2015
    Investment Returns -6.71% 16.50% 7.67% -0.43%
    Total Assets $11,495,608 $11,979,769 $10,543,701 $9,608,623
    Total Gifts/Grants Received $1,298,964 $875,415 $934,097 $671,539
    Number of New Donors 136 217 310 233
    Number of Memorial or Honorary Gifts 47 52 47 33
    Bequest Gifts $335,000 $8,000 $155,000 $115,000
    Total Number of Funds 154 134 127 120
    Total Grants Paid $827,427 $834,832 $589,544 $394,582
    Number of Grants Paid 276 250 282

     

    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. Reports below correspond to the time period under the Muskegon Community Foundation.

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