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.
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Short-Term Liquid PortfolioThis 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: 1.30% 10-Year Compounded Annual Growth Rate: 1.30% 2023 August Return: 0.23% 2023 YTD Rate of Return: 1.46%
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Conservative PortfolioThis 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: 5.17% 10-Year Compounded Annual Growth Rate: 4.98% 2023 August Return: (1.30%) 2023 YTD Rate of Return: 6.17%
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Active PortfolioThis 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: 7.22% 10-Year Compounded Annual Growth Rate: 6.77% 2023 August Return: (2.43%) 2023 YTD Rate of Return: 7.84%
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Dynamic PortfolioThis 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: 8% 10-Year Compounded Annual Growth Rate: 7.29% 2023 August Return: (2.77%) 2023 YTD Rate of Return: 9.38%
MEET OUR TEAM
Affiliate Director
Lynsey Krusie
Advisory Board
Ashley Bartenhagen
Don Foor
Lindsey Ford
Kara Hammer
Thad Helmig
Sherry Humphreys, Chair
Jeff Maeder
Jesse Register
Donna Williams, Vice Chair
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
Mel McMains (Chair) – Retired Vice President, HNI Corporation
David Jones – Chief Financial Officer, KENT Corporation
Dr. Jim Stein – Chairman Emeritus, Central Bancshares, Inc.
Mike Wilson – Vice President Trust Department, First National Bank of Muscatine
Bob Jensen – President, Temp Associates & RJK, Inc.
Audit & 990
View the Community Foundation’s Audit and 990 filings to learn more.
Publications