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:
We are audited annually by KPMG LLP and final audited statements traditionally are released each fall.
2021 Audit (PDF) | 2020 Audit (PDF) | 2019 Audit (PDF)
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.
2020 990 (PDF) | 2019 990 (PDF) | 2018 990 (PDF)
Investment PhilosophyDiscover how our investment philosophy helps donors reach their philanthropic goals.
Contact Vice President and CFO, Ken Robertson to learn more about our investment performance.
