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.

2022 Audit (PDF)  |  2021 Audit (PDF)  |  2020 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. 

2021 990 (PDF)  |   2020 990 (PDF)  |  2019 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.