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The Caledonia Investments Charitable Foundation

RegisteredRegistered charity number 1190612LondonGrant-making and general purposes
Income£301k2025-12-31
Spending£297ksame year
Spent / received98%5-year average
Size in its cause89th pctGrant-making and general purposes
Registered2020Trust
Employees–latest return

Analysis

The Caledonia Investments Charitable Foundation is a registered charity in England and Wales, based in London. It was registered in July 2020, 6 years ago. Its declared purposes cover general charitable purposes, which this site groups under grant-making and general purposes. Legally it is a charitable trust. It says it makes grants to individuals and makes grants to organisations.

In the financial year ending December 2025, The Caledonia Investments Charitable Foundation reported income of £301k and spending of £297k, spending 99% of its income. Across the 5 years on record, from December 2021 to December 2025, income fell from £491k to £301k (-39%), an average of -12% a year. The sharpest change came in the year to December 2022, when income dropped by 41%. Over the whole period it spent 98% of the income it received.

Among 5,976 England and Wales charities whose main cause is grant-making and general purposes and that reported income, The Caledonia Investments Charitable Foundation sits at the 89th percentile: it is larger than about 89% of them. Against every charity in England and Wales with reported income it ranks in the 85th percentile. Charities of a similar size with the same main cause include The Vine Centre (£300k), The Marcia and Andrew Brown Charitable Trust (£301k) and The Monitoring Group Limited (£300k).

Income and spending

£0£123k£245k£368k£491k2021 Income: £490,8132021 Spending: £447,03120212022 Income: £290,0002022 Spending: £326,85720222023 Income: £310,0002023 Spending: £305,95720232024 Income: £300,7002024 Spending: £290,10020242025 Income: £301,0002025 Spending: £297,2412025
IncomeSpending

Where the income comes from

  • Other 100%

In the charity's own words

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.

Similar-sized charities, same cause

CharityLocationIncome
The Vine CentreAldershot£300k
The Marcia and Andrew Brown Charitable TrustLeeds£301k
The Monitoring Group LimitedLondon£300k
The Gateway (Warrington) LtdWarrington£302k