Investment Policy
The Community Foundation investment policy includes asset allocation guidelines, a spending policy and criteria for measuring investment performance. Investment advice and current investments for the Community Foundation of Johnson County, Iowa, are supplied by (alphabetical order):
- Hills Bank and Trust, 1401 South Gilbert Street, Iowa City, Iowa 52240
- MidWestOne, 201 South Clinton Street, Iowa City, Iowa 52240
- US Bank Trust Department, 204 East Washington Street, Iowa City, Iowa 52240
- American Funds, P. O. Box 20565, San Francisco, CA 92799-5065
Current administrative fees for funds within the Community Foundation of Johnson County:
- For non-profit organizations with a 501(c)(3) IRS designation: 1 percent
- For profit organizations and donor advised services: 2 percent
Click to read the Community Foundation Investment Policy.
Please contact us if you have questions about the Community Foundation’s investment policy or if you wish to review the most recent annual audit.
