The Caledonia Investments Charitable Foundation

Charity Number: 1190612
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £310,000
Total expenditure: £305,957

People

6 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales
  • China
  • Germany
  • Guernsey
  • India
  • Jersey
  • Northern Ireland
  • Scotland
  • United States

Governance

Registration history:
  • 28 July 2020: Standard registration
Organisation type:
Trust
Other names:
  • THE CALEDONIA FUND (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
No policies declared
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
JAMES MICHAEL BEALE CAYZER-COLVIN Chair 01 June 2020
THE MOORVIEW CHARITABLE TRUST
Received: On time
THE CAYZER FAMILY ARCHIVE
Received: On time
SOPHIE HELEN BELL Trustee 12 September 2024
None on record
STEPHANIE HILLARY BECKFORD Trustee 12 September 2024
None on record
BENEDICT JOHN PATRICK ARCHER Trustee 12 September 2024
None on record
Amy Margaret McNeill Trustee 29 September 2022
None on record
ALEXANDER JAMES FRANKLIN WILDMAN Trustee 01 June 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 31/12/2021 31/12/2022 31/12/2023
Total gross income £490.81k £290.00k £310.00k
Total expenditure £447.03k £326.86k £305.96k
Income from government contracts N/A N/A N/A
Income from government grants N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 02 August 2024 On Time
Accounts and TAR 31 December 2023 02 August 2024 On Time Download Open in new window
Annual return 31 December 2022 17 April 2023 On Time
Accounts and TAR 31 December 2022 17 April 2023 On Time Download Open in new window
Annual return 31 December 2021 20 May 2022 On Time
Accounts and TAR 31 December 2021 20 May 2022 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 01 JUN 2020 as amended on 06 Jan 2021

Charitable 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.

Contact information

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

No information available