
An Affiliate Foundation
Community Foundation
of Louisa County
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.

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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%
GRANTING
ADVISORY BOARD
Sherry Humphreys, Chairman
Donna Williams, Vice Chair
Don Foor
Lindsey Ford
Kathy Vance
Kara Hammer
Jesse Register
Ashley Bartenhagen
Thad Helmig
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.