The Caledonia Investments Charitable Foundation

Registered charity 1190612 · accounts filings on the Charity Commission register · 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.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income

£301k

Latest spending

£297k

Registered

2020

Accounts read

FY2025

Financial health, per its FY2025 accounts

The provided document contains only Docusign envelope identifiers and a date, with no financial data, narrative, or accounting statements included.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Discloses 1 of 6 completeness components.

Trustees · trustee networks

JAMES MICHAEL BEALE CAYZER-COLVINchair · trustee of 3 other charities
ALEXANDER JAMES FRANKLIN WILDMAN
Amy Margaret McNeill
BENEDICT JOHN PATRICK ARCHER
SOPHIE HELEN BELL
STEPHANIE HILLARY BECKFORD

Trustee list from the Charity Commission register (current, not historical).

Operates in: China · Germany · Guernsey · India · Jersey · Northern Ireland · Scotland · Throughout England And Wales · United States

Income and spending

Financial year end	Income	Spending
31/12/2025	£301k	£297k
31/12/2024	£301k	£290k
31/12/2023	£310k	£306k
31/12/2022	£290k	£327k
31/12/2021	£491k	£447k

Common questions

Is The Caledonia Investments Charitable Foundation financially healthy?

Per its FY2025 accounts: The provided document contains only Docusign envelope identifiers and a date, with no financial data, narrative, or accounting statements included.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
THE GRACE TRUST	1	£450k
UTILITA GIVING	1	£275k
THE CRUCIBLE FOUNDATION	1	£97k
JOHN SWIRE 1989 CHARITABLE TRUST	1	£52k
THE MERCHANT VENTURERS CHARITY	1	£42k
THE ROGER DE HAAN CHARITABLE TRUST	1	£3k
THE TORY FAMILY FOUNDATION	1	£1k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with Evnia Charitable Trust.

Evnia Charitable Trust income £4.7m
MR AND MRS J A PYE'S CHARITABLE SETTLEMENT income £765k
COMMUNITY FOUNDATION FOR CALDERDALE income £2.8m
THE PAUL AND SHEILA BRADSHAW FOUNDATION income £103k
The Society of Merchant Venturers Youth Endowment Fund income £131k
CALDECOTT FOUNDATION LIMITED income £11.5m

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
The Caledonia Investments Charitable Foundation	£301k	—	—	unclear	—	no doubt
Evnia Charitable Trust FY2025	£4.7m	—	0	unclear	—	no doubt
MR AND MRS J A PYE'S CHARITABLE SETTLEMENT FY2025	£765k	—	—	unclear	—	no doubt
COMMUNITY FOUNDATION FOR CALDERDALE FY2025	£2.8m	—	0	unclear	—	no doubt
THE PAUL AND SHEILA BRADSHAW FOUNDATION FY2025	£103k	—	0	unclear	—	no doubt
The Society of Merchant Venturers Youth Endowment Fund FY2025	£131k	—	0	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.