The Stock Exchange Benevolent Fund

Financial Year starting	Financial Year ending	Income	Total Expenditure	Charitable Expenditure
01-Jan-2017	31-Dec-2017	£808,763	£1,105,571	£941,318
01-Jan-2018	31-Dec-2018	£869,777	£1,159,509	£1,028,870
01-Jan-2019	31-Dec-2019	£947,557	£1,206,370	£1,004,272
01-Jan-2020	31-Dec-2020	£627,835	£1,062,602	£922,667
01-Jan-2021	31-Dec-2021	£725,218	£1,216,727	£1,091,521

Financial Year starting	Financial Year ending	Total Income	Voluntary Income	Legacy Income	Endowment Income	Charitable Activity Income	Investment Income	Trading Income	Other Income
01-Jan-2017	31-Dec-2017	£808,763	£100	£0	£0	£0	£808,663	£0	£0
01-Jan-2018	31-Dec-2018	£869,777	£62,119	£61,119	£0	£0	£807,658	£0	£0
01-Jan-2019	31-Dec-2019	£947,557	£0	£0	£0	£0	£947,557	£0	£0
01-Jan-2020	31-Dec-2020	£627,835	£30,891	£29,891	£0	£0	£596,944	£0	£0
01-Jan-2021	31-Dec-2021	£725,218	£0	£0	£0	£0	£725,218	£0	£0

for the general purposes of the benevolent fund and in particular for the benefit of aged members and their wives 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.

Financial Year starting	Financial Year ending	Total Expenditure	Investment Management Costs	Grants to Institutions	Charitable Activities Costs	Governance Costs	Other Costs	Support Costs	Depreciation	Fundraising
01-Jan-2017	31-Dec-2017	£1,105,571	£164,253	£0	£941,318	£31,755	£0	£261,433	£359	£164,253
01-Jan-2018	31-Dec-2018	£1,159,509	£130,639	£101,780	£1,028,870	£30,250	£0	£238,016	£359	£130,639
01-Jan-2019	31-Dec-2019	£1,206,370	£202,098	£100,000	£1,004,272	£0	£0	£258,876	£450	£202,098
01-Jan-2020	31-Dec-2020	£1,062,602	£139,935	£102,000	£922,667	£32,758	£0	£111,493	£142	£139,935
01-Jan-2021	31-Dec-2021	£1,216,727	£125,206	£0	£1,091,521	£26,926	£0	£279,891	£297	£125,206

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