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.

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.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

Registered contact address: Westminster, London, England (from the postcode on the register)

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.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/12/2025

Volunteers: 2
Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2024

Volunteers: 5
Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2023

Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

JAMIE 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
UTILITA GIVING	1	£275k
THE CHANDRIS FOUNDATION	1	£6k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with PROSPECT BENEVOLENT FUND.

PROSPECT BENEVOLENT FUND income £36k
Evnia Charitable Trust income £4.7m
LANGLEY FAMILY FOUNDATION income £35k
CRANLEIGH FOUNDATION income £469k
THE DAVID AND CLAUDIA HARDING FOUNDATION income £41k

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
PROSPECT BENEVOLENT FUND FY2025	£36k	—	—	unclear	—	no doubt
Evnia Charitable Trust FY2025	£4.7m	—	0	unclear	—	no doubt
LANGLEY FAMILY FOUNDATION FY2025	£35k	—	0	unclear	—	no doubt
CRANLEIGH FOUNDATION FY2025	£469k	—	0	unclear	—	no doubt
THE DAVID AND CLAUDIA HARDING FOUNDATION FY2025	£41k	—	—	unclear	—	no doubt

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