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.
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.
Grants
The Caledonia Investments Charitable Foundation is a grant-making charity: making grants is its main activity.
- Gives grants to
- organisations and individuals
- Total spending (2025)
- £297,241
- Only charities with income over £500,000 file a separate grants figure.
- Who it helps
- other charities or voluntary bodies and other defined groups
- What it supports
- general charitable purposes
As recorded with the Charity Commission. To ask about applying, use the contact details and check the trustees and latest accounts below.
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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.
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Region
Financial Information
Financial Efficiency
Financial Trend
Annual Returns
As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2025 | £301,000 | £297,241 | 0 / 2 | |||
| 2024 | £300,700 | £290,100 | 0 / 5 | |||
| 2023 | £310,000 | £305,957 | 0 / 0 | |||
| 2022 | £290,000 | £326,857 | 0 / 2 | |||
| 2021 | £490,813 | £447,031 | 0 / 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.
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Registry Information
Trustees
Also governs 3 other charities
Also Known As
- The Caledonia Fund
Data & trust
- Register data refreshed
- 2 November 2026
- Methodology
- How metrics are calculated