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Caledonia Investments Charitable Foundation Fund

Staff and volunteers from Citizens Advice Cornwall who help people with money and debt advice and training

The Caledonia Investments Charitable Foundation funds community projects in Cornwall and the Isles of Scilly tackling debt, financial planning, and education for low income adults and families.

Your project should focus on early debt intervention, prevention, or support for those already in financial difficulty. It could support improved budgeting skills and mental health outcomes linked to financial stress.

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Requirements Timeline Funded projects Apply Now

Grant Categories:

  • Open
  • Debt management
  • Fuel poverty / financial hardship
Grant open: 17/07/2025
Applications by: 27/08/2025
Decision date: 19/11/2025
Type: Core & project costs
Area: Mid Cornwall, North Cornwall, Penzance, South East Cornwall, Various, West Cornwall / Lizard, West Cornwall / Penwith
Grant value: £5,000-£20,000 although higher or lower awards are available depending on the circumstances. Please note this funding will usually be available for one year but in some circumstances, consideration will be given to multi-year awards for organisations that offer the potential for high impact.

Grant requirements

To apply for a grant your organisation must meet the general Eligibility Criteria. In addition to this, you must also meet the specific criteria of the grant listed below:

Who can apply:

Charities, CICs and community and voluntary groups working in Cornwall or the Isles of Scilly.

What it will support:

Your project should address one of the following themes:
  1. Early intervention: Projects working with a wide community of at-risk individuals and families in the early stages of managing debt, that teach basic financial skills as part of a broader package of support.
  2. Preventative: Projects working with individuals or families identified as being at particular risk of financial adversity with support given through education, training and awareness-raising.
  3. Alleviation: Projects working to provide information, advice and guidance for those already experiencing ongoing financial distress.
As part of your application, we expect to see details of measurable outcomes that you expect will arise from this investment. These could include, but are not limited to:
  • The numbers of individuals in current financial distress you expect to support through debt management plans or other formal debt advice programmes.
  • How your project will help to improve your clients’ mental health and how you will measure these changes.
  • How your project will help families to improve their understanding of basic budgeting practices and their confidence in financial issues, and how this will be measured.

As part of the grant assessment process, we will seek to understand how your project will continue and grow beyond the life of the grant award.

Please note – where funds are being requested towards debt advice, we must receive confirmation of regulation by the Financial Conduct Authority.

  • Projects or activities outside of the listed area.
  • Commercial profit making organisations.
  • Organisations with significant free reserves.
  • Statutory /public sector organisations such as health authorities, schools, hospitals, parish and town councils.
  • Contributions to an endowment, payments of deficit funding or repayment loans.
  • Grant making organisations or bodies who fundraise or distribute grants on behalf of other organisations.
  • Activities or projects which have already happened.
  • Regional offices of national bodies that do not benefit local people.
  • Organisations whose beneficiaries are not people.
  • Organisations or projects intended to influence people’s religious choices or to promote a particular belief.
  • Individuals or projects that help only one individual.
  • The promotion of political causes.

Ready to apply?

If you meet the eligibility criteria and are ready to submit an application, apply at the bottom of this page.

Apply now

Not sure where to start?

If this is your first time applying to us start by reading the Application Process & Guidance. Here you can find useful information and resources to guide you through the application process.

If you’d like to speak to our Outreach Officer you can find contact details at the bottom of this page.

Key dates & decisions

Below are the key dates to note for this grant.
Grant opens 17/07/2025
Applications by 27/08/2025 at 5pm
Panel date 12/11/2025
Decisions confirmed 19/11/2025
Estimated deposit 24/11/2025

Deposit dates can be vary, however grants are typically paid within
10 days of the panel decision.

Grants FAQ

You might have some questions about the application process, check our grants FAQ for answers to common questions.

Start an application

Before starting an application, check your organisation is eligible, and that have your supporting documents ready.

Accessible application submissions: 
If you have additional needs and would like support completing your application, please contact us on 01566 779333 or email us at grants@cornwallfoundation.com

Apply now:

You’ve checked our criteria, found the right grant for you and have all your documents ready so let’s start your application.

Apply now

If you've applied before

You’ve found the right grant so let’s get your application in. When you log into your account you’ll find that key documents are saved along with lots of information you’ve already provided.

Get support applying today

If you aren’t sure if one of our grants is right for you, you can contact our Community Outreach Officer. Shannon can answer your questions and guide you through the process. Book a Grant Support Call.

For questions about this particular grant contact Lucy on the details below.

Lucy DeGlanville

Grants Officer

lucy.deglanville@cornwallfoundation.com

01566 779333