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the stock exchange benevolent fund

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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.

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 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

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

Trustees

MICHAEL LILWALL
JAMIE MATHESON
DAVID SCOTT
Julian Scott Palfreyman
Richard Killingbeck
ANDREW MICHAEL IMPEY
Robert George Chambers
Nicholas Weston Wells
RUPERT NIGEL KENDALL BARON

Sectors & Classifications