Investment Policy:
The Community Foundation has an investment policy that include asset allocation guidelines, a spending policy and criteria for measuring investment performance. If you have questions about the Community Foundation’s investment policy, or if you wish to review the most recent annual audit, please contact the Executive Director by e-mail [Mike Stoffregen] or at the Foundation’s office.
Investment advice and current investments for The Community Foundation of Johnson County, Iowa are supplied by (in alphabetical order):
- Hills Bank and Trust, 1401 South Gilbert Street, Iowa City, Iowa 52240
- Iowa State Bank and Trust, 201 South Clinton Street, Iowa City, Iowa 52240
- US Bank Trust Department, 204 East Washington Street, Iowa City, Iowa 52240
Current Administrative Fees for funds within the Community Foundation of Johnson County:
- For non-profit organizations with a 501(c)(3) IRS designation: 1%
- For profit organizations and donor advised services: 2%
Below is a downloadable version of the investment policy. To view the document you will need a PDF viewer such as Adobe
Acrobat Reader.
Downloads:
![[pdf]](images/pdf.gif)
Investment Policy
