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The Stock Exchange Benevolent Fund

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.

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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.

Grants

The Stock Exchange Benevolent Fund is a grant-making charity: making grants is its main activity.

Gives grants to
individuals
Grants paid (2025)
£14,882
Who it helps
children and young people, elderly people and people with disabilities
What it supports
the prevention or relief of poverty

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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Areas of Operation

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.

Financial Information

Latest Income
£741,855
Latest Expenditure
£1,155,870

Financial Efficiency

Program Ratio 139.6%
% of income going directly to charitable activities

Higher than 93% of UK Social welfare charities with income £100K to £1M (sample: 288). How is this calculated?

Overall Efficiency 89.6%
% of expenditure going to programs (vs overhead)

Higher than 27% of UK Social welfare charities with income £100K to £1M. How is this calculated?

Administrative Ratio 15.1%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 18% of UK Social welfare charities with income £100K to £1M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £12,750
Charitable Activities £0
Other Trading £0
Investments £729,105
Other Income £0

Expenditure Categories

Charitable Expenditure £1,035,816
Raising Funds £120,054
Governance £54,864
Grants to Institutions £14,882
Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£741,855
£1,155,870£1,035,816£26,481,763£25,481,7632 / 0
2024
£772,538
£1,143,364£1,024,470£24,935,532£24,274,2822 / 0
2023
£803,966
£1,575,750£1,462,282£23,874,336£23,265,0252 / 0
2022
£1,067,534
£1,269,413£1,150,286£25,253,257£24,670,8432 / 0
2021
£725,218
£1,216,727£1,091,521£27,866,814£27,209,4572 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about The Stock Exchange Benevolent Fund

What does The Stock Exchange Benevolent Fund do?

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.

How much income did The Stock Exchange Benevolent Fund report in 2025?

The Stock Exchange Benevolent Fund reported total income of £742k and reported expenditure of £1.16m for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

How efficient is The Stock Exchange Benevolent Fund?

The Stock Exchange Benevolent Fund has a program ratio of 139.6%, meaning that share of its income goes directly to charitable activities. This is higher than 93% of UK Social welfare charities with income £100K to £1M (sample of 288 charities). See our methodology for how this is calculated.

When was The Stock Exchange Benevolent Fund registered as a charity?

The Stock Exchange Benevolent Fund was registered with the Charity Commission for England and Wales on 29 December 1965 as charity number 245430. It has been registered for 61 years.

Who runs The Stock Exchange Benevolent Fund?

The Stock Exchange Benevolent Fund is governed by a board of 8 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Stock Exchange Benevolent Fund operate?

The Stock Exchange Benevolent Fund operates across 2 areas: Scotland and England And Wales.

Is The Stock Exchange Benevolent Fund a registered charity?

Yes — The Stock Exchange Benevolent Fund is a registered charity in England and Wales, charity number 245430.

Details

Contact (address, email, phone)
Registration Date
29 December 1965
Status
Registered

Registry Information

Organisation Number
245430
Charity Number
245430

Trustees

ANDREW MICHAEL IMPEY
JAMIE MATHESON
Also governs 1 other charity
Julian Scott Palfreyman
MICHAEL LILWALL
Nicholas Weston Wells
Richard Killingbeck
RUPERT NIGEL KENDALL BARON
SPENCER OWEN CROOKS

Sectors & Classifications

Data & trust

Register data refreshed
9 November 2026
Report a data issue