As at 31 December 2014, the organisation had a shareholders equity of €6,889,487,562.[6]
Bank ownership
At the end of year 2000, the foundation held 9.87% shares of Banca Intesa (fell from 18.55%[7] circa before the merger of Intesa with Banca Commerciale Italiana) as well as 2.77% shares of Sanpaolo IMI.[8] on 31 December 2006, the day before the merger of Intesa and Sanpaolo, the foundation was the second largest shareholder of Intesa after Crédit Agricole.[9]
After the merger, the foundation fell to 5th largest shareholder for 4.68% of the shares of Intesa Sanpaolo (on 31 December 2007).[10] However increased to third largest shareholder on 31 December 2014, after {{ill|Compagnia di San Paolo|it}} (9.506%) and BlackRock (which acted as a fund manager for their client, 4.897%) The three other major shareholders with >2% were Ente Cassa di Risparmio di Firenze 3.248%, and Fondazione Cassa di Risparmio di Padova e Rovigo (4.162%), as well as Norges Bank 2.032%.[11]
Other investments
Fondazione Cariplo was the largest shareholder (37.65%) of Quaestio Holding, the parent company of Quaestio Capital Management SGR,[12] which was an Italian private equity fund manager. In turn, Fondazione Cariplo was one of the client of the manager, as the owner of the units of QUAMVIS S.C.A., SICAV-FIS - FUND ONE
See also
- Art collection of Fondazione Cariplo
- [https://www.google.com/culturalinstitute/beta/partner/fondazione-cariplo Fondazione Cariplo at Google Cultural Institute]
References
1. ^Retrieved 2013-12-01 http://www.fondazionecariplo.it/it/la-fondazione/organi/il-segretario-generale.html.
2. ^Retrieved 2013-12-01 http://www.fondazionecariplo.it/it/la-fondazione/organi/il-presidente.html.
3. ^31/12/2012 http://www.fondazionecariplo.it/it/la-fondazione/patrimonio/patrimonio.html.
4. ^In 2012 financial report page 80 http://www.fondazionecariplo.it/static/upload/bil/bilancio-2012web.pdf.
5. ^2012 financial report page 15 http://www.fondazionecariplo.it/static/upload/bil/bilancio-2012web.pdf.
6. ^{{cite web|url=http://www.fondazionecariplo.it/static/upload/bil/bil_14cariplo_web1.pdf|title=BILANCIO DI MISSIONE ESERCIZIO 2014| date=5 May 2015|accessdate=28 July 2016}}
7. ^http://www.group.intesasanpaolo.com/portalIsir0/isInvestor/storico_BI_opcs/DocInformativoC1.pdf
8. ^http://www.fondazionecariplo.it/static/upload/bil/bilancio-ed-2001.pdf
9. ^{{cite web|url=http://www.group.intesasanpaolo.com/scriptIsir0/si09/contentData/view/content-ref?id=CNT-04-000000003F547|title=Banca Intesa Annual Report 2006|publisher=group.intesasanpaolo.com|accessdate=28 July 2016}}
10. ^{{cite web|url=http://www.group.intesasanpaolo.com/scriptIsir0/si09/contentData/view/content-ref?id=CNT-04-000000003F56F|title=Intesa Sanpaolo Annual Report 2007|publisher=group.intesasanpaolo.com|accessdate=28 July 2016}}
11. ^http://www.group.intesasanpaolo.com/scriptIsir0/si09/contentData/view/content-ref?id=CNT-05-0000000259B29
12. ^{{cite web|url=http://www.fondazionecariplo.it/static/upload/bil/bilancio-2015-web.pdf|title=BILANCIO DI MISSIONE ESERCIZIO 2015|date=4 May 2016|access-date=27 December 2016|publisher=Fondazione Cariplo|language=Italian}}
Further reading
- N. Delai (2005). Valutare il non profit. Per una misurazione condivisa delle attività associative. Pearson Paravia Bruno Mondadori.
- Philipp Hoelscher (2006). Le fondazioni comunitarie in Italia e Germania. Maecenata Verlag.
- Pier Luigi Sacco (2006). Il fundraising per la cultura. Meltemi Editore.
- Greg Clark, Debra Mountford (2007). Investment strategies and financial tools for local development. Organisation for Economic Co-operation and Development.
{{Italy-org-stub}} 6 : 1991 establishments in Italy|Organizations established in 1991|Intesa Sanpaolo|Banca Intesa|Banking foundations based in Italy|Organisations based in Milan