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.

2016 Audit (PDF) |  2015 Audit (PDF) |  2014 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. 

 2016 990 (PDF)   2015 990 (PDF)  |  2014 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.