THE CALEDON TRUST

Registered charity 244868 · accounts filings on the Charity Commission register

Making grants to organisations and individuals in furtherance of the charity's objects

Causes: Disability · The Prevention Or Relief Of Poverty · Religious Activities · Grant history (this charity is a funder) · Get email alerts

Latest income

£3.3m

Latest spending

£2.4m

Registered

1965

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity reported a surplus of incoming resources over expenditure of £883,206 for the year ended 31 December 2025, with total voluntary income reaching £3,255,813. Unrestricted reserves increased to £1,910,343, which the trustees review against anticipated commitments and liquidity requirements. The independent auditor confirmed that the going concern basis of accounting is appropriate with no material uncertainties identified.

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

What the accounts disclose

Reserves policy: sufficient readily available reserves to meet approved commitments and foreseeable expenditure (held: £1.9m)

“The Trust aims to retain sufficient readily available reserves to meet approved commitments and foreseeable expenditure, while continuing to apply its resources actively in furtherance of its charitable purposes.” — page 5

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Azets Audit Services. Discloses 4 of 6 completeness components.

Structured financials (annual return, FY ending 31/12/2025)

Total income

£3.3m

Total spending

£2.4m

Reserves (reported)

£1.9m

Employees

Reported reserves equal ~9.7 months of spending — above the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

FIRMFRAME LTD
SOUTHERN FIDUCIARY LTD

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
31/12/2025	£3.3m	£2.4m
31/12/2024	£1.8m	£1.5m
31/12/2023	£1.2m	£883k
31/12/2022	£714k	£692k
31/12/2021	£450k	£163k

Common questions

Is THE CALEDON TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the charity reported a surplus of incoming resources over expenditure of £883,206 for the year ended 31 December 2025, with total voluntary income reaching £3,255,813. Unrestricted reserves increased to £1,910,343, which the trustees review against anticipated commitments and liquidity requirements. The independent auditor confirmed that the going concern basis of accounting is appropriate with no material uncertainties identified. Its FY2025 accounts were audited by Azets Audit Services.

Who funds THE CALEDON TRUST?

Funders whose own accounts filings name THE CALEDON TRUST as a grant recipient include THE GRACE TRUST.

Known funders

Grants to this charity found in funders’ own accounts filings.

Funder	Year	Amount	Purpose (as stated by the funder)
THE GRACE TRUST	FY2021	£450k

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
EDUCATIONAL OPPORTUNITY FOUNDATION	1	£34k
Army Benevolent Fund	1	£20k
THE ARMY CENTRAL FUND	1	£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE CLEMENCE CHARITABLE TRUST.

THE CLEMENCE CHARITABLE TRUST income £150k
THE WELDON UK CHARITABLE TRUST income £259k
THE ROYAL CALEDONIAN EDUCATION TRUST income £291k
CLYDPRIDE LIMITED income £4.0m
CAREDUCATION TRUST LTD income £133k
THE REGAL TRUST LIMITED income £658k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE CALEDON TRUST	£3.3m	—	0	unclear	—	no doubt
THE CLEMENCE CHARITABLE TRUST FY2026	£150k	—	0	unclear	—	no doubt
THE WELDON UK CHARITABLE TRUST FY2025	£259k	—	0	unclear	—	no doubt
THE ROYAL CALEDONIAN EDUCATION TRUST FY2025	£291k	£70,001 - £80,000	1	unclear	—	no doubt
CLYDPRIDE LIMITED FY2025	£4.0m	—	0	above	—	no doubt
CAREDUCATION TRUST LTD FY2025	£133k	—	0	unclear	—	no doubt

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