The Greater Milwaukee Foundation is committed to being transparent with our donors, grantees and the community. Below are reports containing our most recent financial information:

Audit report

We are audited annually by KPMG LLP and final audited statements traditionally are released each fall.

2020 Audit (PDF)  |   2019 Audit (PDF)  |  2018 Audit (PDF)  |  

 



Form 990 

Tax-exempt organizations are required to submit this annual reporting form to the IRS. The form contains key information including an organization’s mission, management and financials. 

2019 990 (PDF) | 2018 990 (PDF)  |  2017 990 (PDF) 

Mike-Miller.jpgInvestment Philosophy

Discover how our investment philosophy helps donors reach their philanthropic goals.

Contact Us

Robertson_co_IMG_3466.jpgContact Vice President and CFO, Ken Robertson to learn more about our investment performance.