the stock exchange benevolent fund

The charity supports children and young people, elderly people, and people with disabilities. The Stock Exchange Benevolent Fund is a registered charity whose purpose is the prevention or relief of poverty. It delivers its work by making grants to individuals. The charity is based in London and operates in England And Wales and Scotland.

This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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Activities & Mission

The principle object of the Benevolent Fund continues to be the relief of cases of need or distress among former members of the Stock Exchange and their dependants.

Fundraising

See where The Stock Exchange Benevolent Fund is active and find local fundraising opportunities.

Region

England And Wales

Country

Scotland

Financial Information

Latest Income

£772,538

Latest Expenditure

£1,143,364

Financial Efficiency

Program Ratio 132.6%

% of income going directly to charitable activities

Overall Efficiency 89.6%

% of expenditure going to programs (vs overhead)

Administrative Ratio 13.6%

Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £3,145

Charitable Activities £0

Other Trading £0

Investments £769,393

Other Income £0

Expenditure Categories

Charitable Expenditure £1,024,470

Raising Funds £118,894

Governance £36,611

Grants to Institutions £8,839

Other Expenditure £0

Financial Trend

Annual Returns

Financial Year	Income	Expenditure	Charitable Spending	Net Assets	Reserves	Staff
2024	£772,538	£1,143,364	£1,024,470	£24,935,532	£24,274,282	2 / 0
2023	£803,966	£1,575,750	£1,462,282	£23,874,336	£23,265,025	2 / 0
2022	£1,067,534	£1,269,413	£1,150,286	£25,253,257	£24,670,843	2 / 0
2021	£725,218	£1,216,727	£1,091,521	£27,866,814	£27,209,457	2 / 0
2020	£627,835	£1,062,602	£922,667	£24,634,143	£24,066,886	2 / 0