Finance Score: -2
Governance Score: -2
Support Score: 0
  • Deficit latest year: -2
  • No PartB
  • No conflicts policy: -1
  • Only 4 Trustees: -1
  • No supporters identified
Overall GiG Score: -4 ?

THE CALEDONIA INVESTMENTS CHARITABLE FOUNDATION 

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.
Analysis by Giving is Great

Regulatory & Governance issues to consider:

  • This charity does not have a Conflict of Interests policy
  • There are only 4 trustees

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Income was lower than spending in the latest year

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income Spending Surplus/
Deficit
Volun-
teers
31/12/22£290,000£326,857£-36,8572
31/12/21£490,813£447,031£43,7820
Highest pay bracket: less than £60,000
Established: 4 years

enquiries@caledonia.com

02078028080

Charity Commission for England and Wales
Listed activities
  • General Charitable Purposes
GiG Classification
  • Other individual and family services
How it operates
  • Makes Grants to Individuals
  • Makes Grants to Organisations
Where it operates
  • China, Germany, Guernsey, India, Jersey, Northern Ireland, Scotland, Throughout England And Wales, United States,
Who it helps
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
Who works here?
  • Unknown number of employees
  • 2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (4)
Current Trustees appointed
Gender Split

Legal constitution
  • Charity registered in England & Wales on 28/07/2020, number: 1190612
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
There are no Policies registered with the Charities Commission
Filing Record
2 returns made; all on time
Main office

Caledonia Investments Plc
CAYZER HOUSE
30 Buckingham Gate
LONDON
SW1E 6NN

Objectives

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.

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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