BIRMINGHAM STOCK EXCHANGE BENEVOLENT FUND

Charity Number: 1094405
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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

Income and expenditure

Data for financial year ending 30 September 2023

Total income: £19,010
Total expenditure: £25,504

People

7 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
Where the charity operates:
  • Birmingham City

Governance

Registration history:
  • 30 October 2002: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
CLIVE JOSEPH DUCKITT Chair
None on record
Linsey Ann Ruddell Trustee 13 July 2023
None on record
PAUL SIDNEY WATTS Trustee 30 July 2013
None on record
GERARD KEVIN LOUGHREY Trustee
None on record
JOHN RUSSELL Trustee
LICHFIELD CONDUIT LANDS
Received: On time
MUNICIPAL CHARITIES
Received: On time
HENRY JAMES SAYER CHARITY
Received: On time
PAUL JAMES CUSACK Trustee
CORNERSTONE REGENERATION
Received: On time
ADAM DAVID MARTYN-SMITH Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £17.90k £16.67k £16.26k £19.47k £19.01k
Total expenditure £29.56k £34.42k £28.63k £24.85k £25.50k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 30 September 2023 16 July 2024 On Time
Accounts and TAR 30 September 2023 Not Required
Annual return 30 September 2022 21 February 2023 On Time
Accounts and TAR 30 September 2022 Not Required
Annual return 30 September 2021 21 June 2022 On Time
Accounts and TAR 30 September 2021 Not Required
Annual return 30 September 2020 05 July 2021 On Time
Accounts and TAR 30 September 2020 Not Required
Annual return 30 September 2019 02 June 2020 On Time
Accounts and TAR 30 September 2019 Not Required
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

RULES DATED 1961 AS AMENDED 23/9/14

Charitable objects

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.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
WALKER CRIPS
STOCKBROKERS
126 COLMORE ROW
BIRMINGHAM
B3 3AP
Phone:
02031008120
Email:
No information available
Website:

No information available