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The mission of the Community Foundation of Louisa County is to support quality of life initiatives in our communities by connecting people who care with causes that matter.

The Community Foundation of Louisa County is an affiliate of the Community Foundation of Greater Muscatine. Through this partnership, the Community Foundation of Louisa County serves residents of Louisa County through our granting program and the development of new funds that benefit our communities. The Community Foundation of Greater Muscatine provides policy governance and administrative oversight for the affiliate, including tax-deductibility for donors.

ABOUT US

HOW WE INVEST

When you give to the Community Foundation of Louisa County, you become our partner in creating positive, sustainable change for our community, our neighbors, and our children. The donor funds administered by the Community Foundation are either invested in a short-term or long-term investment portfolio. 

  • Short-Term Liquid Portfolio
    This is our most conservative investment model portfolio and is most applicable for the investment of short-term assets when liquidity and security of principal are the primary goal and investment return is secondary. Short-Term Liquid Portfolio Returns: 10-Year Average Rate of Return: 1.50% 10-Year Compounded Annual Growth Rate: 1.45% 2023 Rate of Return: 3.31% 2024 May Rate of Return: 0.58% 2024 YTD Rate of Return: 2.89%
  • Conservative Portfolio
    This is a long-term investment portfolio and consists of a mix of fixed-income investments and equity investments to accomplish donors' charitable goals. This model portfolio provides the opportunity for long-term assets to be invested with a strong conservative bias yet provide potential growth that has historically been attributed to equity securities. Conservative Portfolio Returns: 10-Year Average Rate of Return: 5.38% 10-Year Compounded Annual Growth Rate: 5.18% 2023 Rate of Return: 12.36% 2024 May Rate of Return: 1.86% 2024 YTD Rate of Return: 2.58%
  • Active Portfolio
    This is a long-term investment portfolio and consists of a mix of fixed-income investments and increased security allocation to equity investments and is most applicable for investment of assets that are seeking long-term growth to accomplish donors' charitable goals. Active Portfolio Returns: 10-Year Average Rate of Return: 6.98% 10-Year Compounded Annual Growth Rate: 6.55% 2023 Rate of Return: 14.00% 2024 May Rate of Return: 2.54% 2024 YTD Rate of Return: 5.72%
  • Dynamic Portfolio
    This is a bolder “growth-oriented” long-term investment portfolio and consists of a mix of fixed-income investments and equity investments to accomplish donors' charitable goals. Dynamic Portfolio Returns: 10-Year Average Rate of Return: 7.79% 10-Year Compounded Annual Growth Rate: 7.09% 2023 Rate of Return: 15.79% 2024 May Rate of Return: 2.72% 2024 YTD Rate of Return: 6.72%

MEET OUR TEAM

Affiliate Director

Lynsey Krusie

Advisory Board

Kathy Barrick

Ashley Bartenhagen

Lindsey Ford

Kara Hammer

Thad Helmig

Sherry Humphreys, Chair

Jeff Maeder

Steven Sents

Donna Williams, Vice Chair

Board members of the Community Foundation of Louisa County

Pictured left to right: former Board member Kathy Vance, Lindsey Ford, former Director Paula Buckman, Sherry Humphreys, Donna Williams, and Kara Hammer

To learn more about the investment strategy, view our user-friendly publication called, “Empowering Endowments."

Click here to view the Investment Policy.

Investment Committee

Bob Jensen – President, Temp Associates & RJK, Inc.

David Jones (Chair) – Chief Financial Officer, KENT Corporation

Dr. Jim Stein – Chairman Emeritus, Central Bancshares, Inc.

Mike Wilson – Accounting Services Manager, Community Foundation of Greater Muscatine

Cindy Mays - Retired Market President, MidWestOne Bank

Audit & 990

View the Community Foundation’s Audit and 990 filings to learn more.

2022 Audit, 2021 Audit2020 Audit

2022 IRS Form 990, 2021 IRS Form 990, 2020 IRS Form 990

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