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Grant award presentation

An Affiliate Foundation

Community Foundation of Louisa County

Community Foundation of Louisa County logo

Established in 2005, the Community Foundation of Louisa County is the county's leading resource for information about charitable giving and community needs. We work with community leaders and non-profit organizations to develop creative solutions to meet present and emerging needs.

Contact Us:

Sherry Humphreys

Board Chair

cflc@givinggreater.org

563-264-3863

  • 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 June Rate of Return: 0.31% 2024 YTD Rate of Return: 3.21%
  • 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 June Rate of Return: 1.06% 2024 YTD Rate of Return: 3.67%
  • 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 June Rate of Return: 0.97% 2024 YTD Rate of Return: 6.74%
  • 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 June Rate of Return: 0.99% 2024 YTD Rate of Return: 7.77%

GRANTING

ADVISORY BOARD

Sherry Humphreys, Chair

Donna Williams, Vice Chair

Kathy Barrick

Ashley Bartenhagen

Kara Hammer

Thad Helmig

Steven Sents

Allison Todd

CONTACT US

Community Foundation of Louisa County
215 West Mississippi Drive, Muscatine, IA 52761

Phone: 563-264-3863

Email: cflc@givinggreater.org

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

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