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Annual report: Review on our work in 2018

Preliminary expenditures for the 2018 fiscal year totaled €86.2 million. Our Facts and Figures for 2018 provides a look at the issues we've addressed and the successes we've achieved.
Feel free to download our PDF.

Bertelsmann Stiftung Internationale Standorte

Unsere Projekte

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Programs and special projects 2017 2018
Rethinking Work 325 1,016
Germany and Asia 1,786 1,832
Europe's Future 4,733 4,310
Integration and Education 3,737 3,661
Competence Center for Leadership and Corporate Culture 1,583 1,835
Living Values 2,977 3,214
Communities for Better Living 6,986 4,935
Learning for Life 7,537 4,586
Megatrends 2,569 2,771
Discovering Music 2,681 2,569
Shaping Sustainable Economies 4,276 3,320
Business in Society 2,709 2,327
Improving Healthcare – Informing Patients 3,159 3,012
Effective Investments in Education 3,188 2,401
Future of Democracy 2,235 2,320
Civil Society 4,333 4,161
Special Projects 791 700
55,603 48,970

Corporate Operations

Director: Wilhelm-Friedrich Uhr

Corporate Operations supports the foundation’s work through its departments Finance & Tax, Human Resources & Legal, Controlling, Information Technology, and Services. Its goal is to ensure accuracy and accountability, coordinate financial and human resources, and make the foundation more cost-effective and efficient on an ongoing basis.

Total expenditures

Preliminary expenditures for the 2018 fiscal year totaled €86.2 million. Since its inception, the Bertelsmann Stiftung has made over €1.5 billion available for nonprofit activities.

Program expenditures

In its 2018 fiscal year, the Bertelsmann Stiftung invested €49.0 million directly in its program activities. That was €6.6 million less than in the previous year, a year in which expenditures were exceptionally high.

Affiliated nonprofit institutions

In 2018, the Bertelsmann Stiftung’s contributions to affiliated nonprofit institutions increased by approximately €1.0 million from the previous year to €14.2 million.

TOTAL EXPENDITURES* (€, thousands)

Programs and special projects
2017
2018
55,603 48,970
Contributions to affiliated nonprofit institutions
2017
2018
13,214 14,192
Program-related services
2017
2018
3,791 4,658
Communications
2017
2018
6,724 6,751
Administration
2017
2018
11,412 11,593
Total expenditures
2017
2018
90,671 86,164

* 2017 data: audited / 2018 data: preliminary (as of January 29, 2019)

Affiliated nonprofit institutions 2017 2018
Shareholdings
CHE Centre for Higher Education 1,730 1,730
Founders Foundation 3,000 3,000
PHINEO 860 700
Weisse Liste 1,000 500
Center for Digital Education and Schools in Gütersloh 72 668
International foundations
Bertelsmann Foundation North America 2,986 3,632
Fundación Bertelsmann, Barcelona 2,762 2,660
Partners
Liz Mohn Foundation for Culture and Music - 910
Reinhard Mohn Institute of Management 300 317
German Stroke Foundation 503 75
13,214 14,192
(programs, special projects and affiliated nonprofit institutions) 68,817 63,162


INCOME* (€, THOUSANDS)

2017 2018
Investment income 121,281.9 120,802.7
Income from partnerships, donations 1,466.7 1,430.8
Capital income 10,777.6 1,394.6
Other income 4,478.9 2,175.0
Total income 138,005.1 125,803.1

HUMAN RESOURCES

  • < 30 years
  • 30-39 years
  • 40-49 years
  • > 50 years
  • Ø 43.8 years
  • female
  • male