The Foundation in Figures
| Investment per area | 0% | 25% | 50% | 75% | 100% |
| Education | |||||
| Social welfare |
The Foundation promotes educational projects designed to support participants’ personal development and make a positive impact on society. Three initiatives currently stand out in this area: the Scholarship Program, aimed at students in the fourth year of compulsory secondary education within the Spanish education system who wish to complete the first year of upper secondary education in the United States or Canada; the Master’s Degree in Journalism and Audiovisual Production, intended for graduates in Communication and Audiovisual Production; and the Impulsa project, which focuses on fostering high-quality, inclusive and socially equitable education with the aim of preventing early school leaving.
The Foundation works actively with public administrations and third-sector organizations to strengthen social and healthcare infrastructure and care resources, and to promote research and social welfare services. Its main ongoing initiatives include the Proton Therapy Implementation Programs in the national healthcare systems of Spain and Portugal; the construction of the first Comprehensive Pediatric Palliative Care Centre in Madrid; the NIPACE Neurological Rehabilitation Centre in Guadalajara; the residential centre run by
the ASPANANE association in Xove (Viveiro, Lugo); and the ÚNICAS Centre at Sant Joan de Déu Hospital in Barcelona. In addition, throughout 2025, the Foundation continued to work with major third-sector organizations, most notably through the Voces en Red program, developed in partnership with the Spanish Red Cross.
|
Executed
2021-2025 |
Commited
2026-2030 |
|
| Social investment in own projects and financing to other institutions | 512 | 511 |
| Education | 47 | 12 |
| Social welfare | 464 | 499 |
| Structural costs | 2.5 | 0 |
| Total | 514 | 511 |
(*) The Foundation’s committed investment for the 2026–2030 period includes amounts pending execution that are allocated to ongoing projects, including the construction of the UNICAS Centre at Sant Joan de Déu Hospital in Barcelona, the Comprehensive Paediatric Palliative Care Centre, and the Comprehensive Care Centres for Older People, as well as the Proton Therapy Implementation Programs in the national healthcare systems of Spain and Portugal.
| Social investment by area | 0 | 25% | 50% | 75% | 100% |
| Education (2021-2025) | |||||
| Education (2026-2030) | |||||
| Social welfare (2021-2025) | |||||
| Social welfare (2026-2030) |
|
2025
|
2021-2025
|
|
| Contributions by the founder | 66 | 1021 |
| Financial income | 17 | 27 |
|
83
|
1049
|
| Type of income | 0 | 25% | 50% | 75% | 100% |
| Contributions by the founder (2025) | |||||
| Financial income (2025) | |||||
| Contributions by the founder (2021-2025) | |||||
| Financial income (2021-2025) |
Dated June 12th, 2012 the Foundation’s Board of Trustees passed the amendment of the Foundation’s Financial Investment Code of Conduct, in force since June 30th, 2004. Such code governs the investment criteria and the maximum investment limits allowed, as well as the types of products and currencies allowed in such investments.
The Foundation’s financial risk management is centralized in one member of the Board of Trustees who is responsible for the Foundation’s financial investments. Such member is appointed for a three-year period, and among his duties is to supervise and select the investments as well as to observe the proper compliance with the Code of Conduct.
Generally, the Foundation maintains its cash flow and liquid assets equivalent, as well as its long-term and short-term financial investments in high credit rating financial institutions.
The Code of Conduct sets limits regarding credit risk rating, limiting investments to those with issuers belonging to O.E.C.D. countries and with a credit risk rating never lower than a a BBB- or Baa3, except for those issued by the Spanish State, which can be hired in any case.
In order to guarantee liquidity and to meet all the payment commitments derived from its activity, the Foundation keeps at all times a liquidity ratio of an amount equivalent to 0.5% of the total of all financial investments.
The Code of Conduct determines that all the financial products hired by the Foundation must be denominated in euros.
The income earned originated from financial instruments belonging to the Foundation, among which the fixed-term deposits particularly stand out, generate less than 10% of the income.
Relative weight based on type of financial asset
The methodology used by Fundación Amancio Ortega to present the information about its activities guarantees that the data presented is truthful and contains information which is updated and complete. Such methodology is based on the following basic principles:
- Accessible and visual content.
- Updated and complete information.
- Content presented mindfully due to its relevance.
- Truthful information.
Such information is prepared in compliance with the financial information legal framework applicable to Fundación Amancio Ortega, which is established in:
- The Commercial Code and other corporate legislation.
- The Spanish National Chart of Account and, in particular, the Rules for the Adaptation of the Spanish National Chart of Account to Non-profit Institutions and the Activity Plan Model of these Institutions.
- Law 12/2006, dated December 1st, on foundations of Galician interest and policy development contained in Decree 14/2009, dated January 21st, in which the regulation of Galician interest is passed, as well as, in certain provisions, Law 50/2002, dated December 26th, on Foundations, developed by Royal Decree 1337/2005, dated November 11th, by which the Spanish statewide regulation of Foundations is passed.
- Any other Spanish Accounting and Tax legislation specifically applicable.
