Finance Score: -2

Governance Score: -2

Support Score: 0

Multiple Deficits: -2
No PartB

No conflicts policy: -1
Mainly male board: -1

No supporters identified

Overall GiG Score: -4

BIRMINGHAM STOCK EXCHANGE BENEVOLENT FUND

The Fund provides an additional source of income to its beneficiaries together with annual Christmas hampers to eligible individuals.

Analysis by Giving is Great

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
30/09/22		£19	£25	£-5	n/a	n/a	n/a	n/a	n/a
30/09/21		£16	£29	£-12	n/a	n/a	n/a	n/a	n/a
30/09/20		£17	£34	£-18	n/a	n/a	n/a	n/a	n/a
30/09/19		£18	£30	£-12	n/a	n/a	n/a	n/a	n/a
30/09/18		£17	£28	£-11	£0	£0	£0	n/a	0
30/09/17		£19	£20	£-1	£0	£0	£0	n/a	0
30/09/16		£18	£18	£1	£0	£0	£0	n/a	0
30/09/15		£17	£26	£-9	£0	£0	£0	n/a	0
30/09/14		£17	£22	£-5	£0	£0	£0	n/a	0
30/09/13		£16	£19	£-3	£0	£0	£0	n/a	0
30/09/12		£15	£18	£-3	£0	£0	£0	n/a	0
30/09/11		£14	£16	£-2	£0	£0	£0	n/a	0
30/09/10		£13	£16	£-3	£0	£0	£0	n/a	0
30/09/09		£13	£17	£-4	£0	£0	£0	n/a	0
30/09/08		£14	£18	£-3	£0	£0	£0	n/a	0
30/09/07	*	£15	£18	£-2	£0	£0	£0	n/a	0
30/09/06	*	£13	£17	£-4	£0	£0	£0	n/a	0
30/09/05		£16	£16	£0	£0	£0	£0	n/a	0
30/09/04		£12	£15	£-3	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 22 years

02031008120

Charity Commission for England and Wales

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals

Where it operates

Birmingham City,

Who it helps

Other Defined Groups

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Gender Split

ADAM DAVID MARTYN-SMITH

CLIVE JOSEPH DUCKITT (Chair)

GERARD KEVIN LOUGHREY

LINSEY ANN RUDDELL Appointed: 2023

PAUL SIDNEY WATTS Appointed: 2013

JOHN RUSSELL, Other trusteeships: HENRY JAMES SAYER CHARITY, LICHFIELD CONDUIT LANDS, MUNICIPAL CHARITIES, LICHFIELD ADVANCED MOTORISTS,

PAUL JAMES CUSACK, Other trusteeship: CORNERSTONE REGENERATION,

Legal constitution

Charity registered in England & Wales on 30/10/2002, number: 1094405

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Investment
Risk management

Filing Record

19 returns made; AR07: 0 days late, AR06: 9 days late,

Main office

WALKER CRIPS
STOCKBROKERS
126 COLMORE ROW
BIRMINGHAM
B3 3AP

Objectives

1. THE FUND SHALL BE APPLIED EXCLUSIVELY TO CHARITABLE PURPOSES IN AFFORDING RELIEF OR ASSISTANCE IN DISTRESS: (A) TO FORMER MEMBERS OF THE BIRMINGHAM STOCK EXCHANGE AND TO EMPLOYEES OR FORMER EMPLOYEES OF MIDLANDS BASED SECURITIES FIRMS; (B) TO EX-CLERKS OF MEMBERS OR FORMER MEMBERS; (C) TO EX-OFFICIALS AND EX-CLERKS OF THE BIRMINGHAM STOCK EXCHANGE; AND TO THEIR WIDOWS AND CHILDREN IN EACH CASE. 2. THE FUND SHALL BE USED TO RELIEVE CASES OF NECESSITY AND FOR EDUCATIONAL PURPOSES.

Defined Area of Benefit:

NOT DEFINED

Data Sources