Finance Score: 0
Governance Score: -3
Support Score: 0
    • All male board: -3
    • No supporters identified
    Overall GiG Score: -3 ?

    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.
    Analysis by Giving is Great

    Positives:

    • This charity has an endowment fund which generates most of its income

    Regulatory & Governance issues to consider:

    • This charity is not recognised by HMRC for Gift Aid according to its latest published return
    • The Board is completely male

    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 Volun-
    teers
    31/12/22£1,068£1,269£-202£0£25,253£24,671233.220
    31/12/21£725£1,217£-492£0£27,867£27,209268.420
    31/12/20£628£1,063£-435£0£24,634£24,067271.820
    31/12/19£948£1,206£-259£0£26,974£26,416262.820
    31/12/18£870£1,160£-290£0£23,863£23,403242.220
    31/12/17£809£1,106£-297£0£26,134£25,666278.620
    31/12/16£794£1,018£-224£0£24,407£23,942282.120
    31/12/15£726£1,040£-314£55£22,583£22,148255.620
    31/12/14£1,118£1,049£70£34£22,673£22,223254.320
    31/12/13£653£1,070£-418£32£22,486£22,075247.520
    31/12/12£651£990£-338£30£19,952£19,515236.620
    31/12/11£733£1,012£-279£42£18,178£17,741210.520
    31/12/10£502£972£-470£32£19,038£18,635230.120
    31/12/09£669£907£-237£30£17,344£16,949224.320
    31/12/08£691£860£-169£29£15,968£15,563217.320
    31/12/07£658£811£-152£27£19,475£19,071282.220
    31/12/06£1,442£793£649£0£0£0n/a00
    31/12/05£582£730£-147£0£0£0n/a00
    31/12/04£491£748£-256£0£0£0n/a00

    Financial Ratios
    Fundraising Costs/Relevant Income: 0%
    Fundraising Costs/Total Spending: 0%
    Senior Staff Costs/Total Spending: 14%
    Highest pay band: £80,000-£90,000
    Liabilities/Assets: 1%
    Liabilities/Income: 26%
    Unrestricted Funds/Total Funds: 98%
    Reserves/Spending: 233.2 months
    Net Current Assets/Spending: 11 months
    Quick Ratio: 5.1
    Asset Split ?
    Established: 58 years

    www.sebf.co.uk

    admin@sebf.co.uk

    02070975209

    Charity Commission for England and Wales
    UN SDGs
    ?
    Listed activities
    • The Prevention Or Relief Of Poverty
    GiG Classification
    • Poverty relief
    How it operates
    • Makes Grants to Individuals
    Where it operates
    • Scotland, Throughout England And Wales,
    Who it helps
    • Children/Young People
    • Elderly/Old People
    • People With Disabilities
    Who works here?
    • 2 employees

    Who's supporting them? ?

    We have no records of donations from grant makers.

    How is it governed?

    Trustees (7)
    Gender Split
    Based on 6/7 persons

    Legal constitution
    • Charity registered in England & Wales on 29/12/1965, number: 245430
    Gift Aid
    • NOT registered with HMRC for Gift Aid
    Policies in force
    • Complaints handling
    • Conflicting interests
    • Investment
    • Paying staff
    • Risk management
    • Safeguarding vulnerable beneficiaries
    Filing Record
    19 returns made; all on time
    Main office

    Stock Exchange Benevolent Fund
    Salisbury House
    Office 787
    London Wall
    London
    EC2M 5QQ

    Objectives

    THE RELIEF OF CASES OF NEED OR DISTRESS AMONG THE FOLLOWING PERSONS AND CHARITIES: (A) ANY FORMER INDIVIDUAL MEMBER OF THE STOCK EXCHANGE WHO HAS IN THE OPINION OF THE GENERAL COMMITTEE CONDUCTED THEMSELVES IN BUSINESS IN AN UPRIGHT AND HONEST MANNER DURING THEIR YEARS OF MEMBERSHIP. (B) ANY WIFE, HUSBAND, WIDOW, WIDOWER, SON, DAUGHTER, MOTHER, FATHER, BROTHER, SISTER, NEPHEW OR NIECE OF ANY SUCH FORMER MEMBER. (C) ANY OTHER PERSON WHO, IN THE OPINION OF THE GENERAL COMMITTEE HAD DURING THE LIFE OF ANY SUCH FORMER MEMBER BEEN DEPENDENT ON HIM OR HER FOR FINANCIAL SUPPORT. (D) ANY CHARITY WHICH SUPPORTS ANYONE WHO WAS A MEMBER OF OR WAS DIRECTLY EMPLOYED BY OR WORKED FOR A MEMBER FIRM OF ANY UNITED KINGDOM STOCK EXCHANGE OR THEIR DEPENDENTS. IT SHALL BE PERMISSIBLE TO PROVIDE FOR THE RELIEF OF ANY SUCH FORMER MEMBERS OR THEIR DEPENDENTS BY MAKING PAYMENTS DIRECT TO INSTITUTIONS OR SCHOOLS THAT UNDERTAKE TO PROVIDE SERVICES FOR SUCH PERSONS.

    Defined Area of Benefit:

    NOT DEFINED

    Data Sources

    Charity Commission for England and Wales
    CharityBase
    Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

    Tips for Selecting Charities

    Which areas of philanthropy are most effective?
    The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
    Our Top Tips for Philanthropy
    Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
    How to become a Philanthropist
    In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

    Giving is Great