OpenCharities

The Caledonia Investments Charitable Foundation

The Caledonia Fund

Country
England & Wales
Charity number
1190612
Status
Registered
Reporting
Up to date Last filed March 26, 2026. Filing history
Registered
July 28, 2020
Legal form
Trust

Address

Address
Caledonia Investments Plc
Cayzer House
30 Buckingham Gate
London
SW1E 6NN

Activities

The objects are to provide grants:a. to eligible applicants in significant financial hardship as a consequence of the Covid-19 pandemic including current and recent former employees, their immediate families or dependents, or other individuals closely connected with Caledonia Investments plc; and b. to other charities and charitable causes as considered appropriate by the Trustees.

Objects: The Trustees Shall Pay Or Apply The Income Of The Trust Fund And May Also Transfer Pay Or Apply The Whole Or Any Part Or Parts Of The Capital Of The Trust Fund To Such Members Of The Caledonia Class Or Such Charities As The Trustees Shall From Time To Time In Their Absolute And Uncontrolled Discretion Think Fit For The Relief Of Financial Hardship And Poverty Among The Members Of The Caledonia Class Caused By The Covid-19 Pandemic Or For Any Other Charitable Purpose.

Classification

How
Makes Grants To Individuals, Makes Grants To Organisations
What
General Charitable Purposes
Who
Other Charities Or Voluntary Bodies, Other Defined Groups

Geography

Country
China, Germany, Guernsey, India, Jersey, Northern Ireland, Scotland, United States
Region
Throughout England And Wales

Finances

Period end Filed Income Expenditure
Dec. 31, 2025 March 26, 2026On time £301,000 £297,241
Dec. 31, 2024 July 18, 2025On time £300,700 £290,100
Dec. 31, 2023 Aug. 2, 2024On time £310,000 £305,957
Dec. 31, 2022 April 17, 2023On time £290,000 £326,857
Dec. 31, 2021 May 20, 2022On time £490,813 £447,031

Trustees

Name Appointed
James Michael Beale Cayzer-Colvin (Chair) June 1, 2020
Alexander James Franklin Wildman June 1, 2020
Amy Margaret McNeill Sept. 29, 2022
Benedict John Patrick Archer Sept. 12, 2024
Sophie Helen Bell Sept. 12, 2024
Stephanie Hillary Beckford Sept. 12, 2024