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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.

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
£772,538
Latest Expenditure
£1,143,364

Financial Efficiency

Program Ratio 132.6%
% of income going directly to charitable activities

Higher than 95% of UK Social welfare charities with income £100K to £1M (sample: 1815). How is this calculated?

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

Higher than 22% of UK Social welfare charities with income £100K to £1M. How is this calculated?

Administrative Ratio 13.6%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 17% 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 £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

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
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
2020
£627,835
£1,062,602£922,667£24,634,143£24,066,8862 / 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 2024?

The Stock Exchange Benevolent Fund reported total income of £773k and reported expenditure of £1.14m for the financial year ending 2024, 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 132.6%, meaning that share of its income goes directly to charitable activities. This is higher than 95% of UK Social welfare charities with income £100K to £1M (sample of 1815 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

Address
Stock Exchange Benevolent Fund
Salisbury House
Office 787
London Wall
London
EC2M 5QQ
Registration Date
29 December 1965
Status
Registered

Registry Information

Organisation Number
245430
Charity Number
245430

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Trustees

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

Sectors & Classifications

Data & trust

Register data refreshed
14 May 2026
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