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Financial Information

We have long-term investment strategies and proven financial practices to ensure the gifts you give are sustained, grown, and put to use effectively.

Financial Information Table

KEY PERFORMANCE INDICATORS 2025 2024 2023 2022 2021
Investment Returns 18.42% 11.75% 16.90% -17.24% 14.45%
Total Assets $37,291,184 $29,308,190 $26,505,182 $22,761,608 $25,800,404
Total Gifts/Grants Received $4,779,631 $1,323,618 $1,336,943 $2,085,825 $1,062,998
Number of New Donors 332 111 820 108 175
Number of Memorial or Honorary Gifts 47 41 289 87 38
Bequest Gifts $0 $0 $5,000 $1,000,000 $0
Total Number of Funds 216 206 190 182 179
Total Grants Paid $1,963,814 $1,598,409 $1,167,407 $847,693 $1,062,998
Number of Grants Paid 372 362 268 303 295

The Community Foundation for Mason County operates as an affiliate of the Community Foundation for Muskegon County and falls under the umbrella of its IRS tax status as a nonprofit organization. Information regarding our foundation fees, investment fees and finance committee will be provided upon request.

Our Current 990 Report

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Our Current Investment Report

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Building a Stronger Community. For good. For ever.

Whether you establish a new fund or contribute to an existing one, your generosity:

  • Supports a diverse range of local initiatives and programs that address pressing needs.

  • Empowers nonprofits to make a meaningful difference, and foster a stronger, healthier, and more vibrant community for everyone. 

  • Creates a lasting positive change in your community.

  • Inspires others to join in the effort!

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