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The Caledonia Investments Charitable Foundation

Also known as: The Caledonia Fund

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.

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Activities & Mission

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.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Show all 9 areas of operation

Financial Information

Latest Income
£301,000
Latest Expenditure
£297,241

Financial Efficiency

Overall Efficiency 98.8%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 98.8%
Expenditure as % of income

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£301,000
£297,2410 / 2
2024
£300,700
£290,1000 / 5
2023
£310,000
£305,9570 / 0
2022
£290,000
£326,8570 / 2
2021
£490,813
£447,0310 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about The Caledonia Investments Charitable Foundation

What does The Caledonia Investments Charitable Foundation do?

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.

How much income did The Caledonia Investments Charitable Foundation report in 2025?

The Caledonia Investments Charitable Foundation reported total income of £301k and reported expenditure of £297k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

When was The Caledonia Investments Charitable Foundation registered as a charity?

The Caledonia Investments Charitable Foundation was registered with the Charity Commission for England and Wales on 28 July 2020 as charity number 1190612. It has been registered for 6 years.

Who runs The Caledonia Investments Charitable Foundation?

The Caledonia Investments Charitable Foundation is governed by a board of 6 trustees. The chair of trustees is JAMES MICHAEL BEALE CAYZER-COLVIN. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Caledonia Investments Charitable Foundation operate?

The Caledonia Investments Charitable Foundation operates across 9 areas, including China, Germany, Guernsey and 6 others. The full list is shown on its profile.

Is The Caledonia Investments Charitable Foundation a registered charity?

Yes — The Caledonia Investments Charitable Foundation is a registered charity in England and Wales, charity number 1190612.

Details

Address
Caledonia Investments Plc
CAYZER HOUSE
30 Buckingham Gate
LONDON
SW1E 6NN
Registration Date
28 July 2020
Status
Registered

Registry Information

Organisation Number
5160291
Charity Number
1190612

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Trustees

JAMES MICHAEL BEALE CAYZER-COLVIN Chair
Also governs 3 other charities
ALEXANDER JAMES FRANKLIN WILDMAN
Amy Margaret McNeill
BENEDICT JOHN PATRICK ARCHER
SOPHIE HELEN BELL
STEPHANIE HILLARY BECKFORD

Also Known As

  • The Caledonia Fund

Data & trust

Register data refreshed
30 July 2026
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