# The Caledonia Investments Charitable Foundation

## Details

- **Country:** England & Wales
- **Charity number:** 1190612
- **Other names:** THE CALEDONIA FUND
- **Status:** Registered
- **Legal form:** Trust
- **Registered:** July 28, 2020
- **Register:** https://register-of-charities.charitycommission.gov.uk/en/charity-search/?p_p_id=uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet&p_p_lifecycle=0&p_p_state=maximized&p_p_mode=view&_uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet_regId=1190612


## Contact

- **Address:** Caledonia Investments Plc, CAYZER HOUSE, 30 Buckingham Gate, LONDON
- **Postcode:** SW1E 6NN
- **Phone:** 02078028080
- **Email:** enquiries@caledonia.com



## Activities

**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.

**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.




## Classification

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



## Areas of operation

- China
- Germany
- Guernsey
- India
- Jersey
- Northern Ireland
- Scotland
- United States
- Throughout England And Wales



## Finances

| Period end | Income | Expenditure | Assets | Employees |
|---|---|---|---|---|
| Dec. 31, 2025 | £301000 | £297241 | — | — |
| Dec. 31, 2024 | £300700 | £290100 | — | — |
| Dec. 31, 2023 | £310000 | £305957 | — | — |
| Dec. 31, 2022 | £290000 | £326857 | — | — |
| Dec. 31, 2021 | £490813 | £447031 | — | — |



## Trustees

- **JAMES MICHAEL BEALE CAYZER-COLVIN** (Chair) — appointed June 1, 2020
- ALEXANDER JAMES FRANKLIN WILDMAN — appointed June 1, 2020
- Amy Margaret McNeill — appointed Sept. 29, 2022
- BENEDICT JOHN PATRICK ARCHER — appointed Sept. 12, 2024
- SOPHIE HELEN BELL — appointed Sept. 12, 2024
- STEPHANIE HILLARY BECKFORD — appointed Sept. 12, 2024