Investment Policy

The Community Foundation investment policy includes asset allocation guidelines, a spending policy and criteria for measuring investment performance. The following financial institutions provide investment strategy and advice for the Community Foundation of Johnson County:

  • Hills Bank and Trust Company, 1401 South Gilbert Street, Iowa City, Iowa 52240
  • MidWestOne Bank, 201 South Clinton Street, Iowa City, Iowa 52240
  • Nations Financial Group Inc., 4000 River Ridge Drive, Cedar Rapids, Iowa 52402
  • US Bank Trust Department, 204 East Washington Street, Iowa City, Iowa 52240
  • UICCU Wealth Management, 825 Mormon Trek, Iowa City, Iowa 52246

Current fund fees within the Community Foundation of Johnson County:

  • Non-profit organizations with a 501.c.3 IRS designation: 1.25 percent
  • Other funds and donor-advised services: 2.25 percent

Read the Community Foundation Investment Policy. If you have questions about the Community Foundation's investment policy or if you wish to review our most recent audit report contact us.