01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Other
- Registered
- 30 October 2002
- Removed
- Not supplied
- Financial period
- 1 October 2024 – 30 September 2025
- Latest income
- £17,798
- Latest expenditure
- £26,870
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: WALKER CRIPS, STOCKBROKERS, 81 COLMORE ROW, BIRMINGHAM, B3 2AP
02 Activities
What the charity does
The Fund provides an additional source of income to its beneficiaries together with annual Christmas hampers to eligible individuals.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 October 2024
- Fin Period End Date
- 30 September 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 30 July 2026
- Date Annual Return Received
- 5 May 2026
- Total Gross Income
- £17,798
- Total Gross Expenditure
- £26,870
- Fin Period Start Date
- 1 October 2023
- Fin Period End Date
- 30 September 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 30 July 2025
- Date Annual Return Received
- 17 June 2025
- Total Gross Income
- £19,569
- Total Gross Expenditure
- £24,895
- Fin Period Start Date
- 1 October 2022
- Fin Period End Date
- 30 September 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 30 July 2024
- Date Annual Return Received
- 16 July 2024
- Total Gross Income
- £19,010
- Total Gross Expenditure
- £25,504
- Fin Period Start Date
- 1 October 2021
- Fin Period End Date
- 30 September 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 30 July 2023
- Date Annual Return Received
- 21 February 2023
- Total Gross Income
- £19,468
- Total Gross Expenditure
- £24,846
- Fin Period Start Date
- 1 October 2020
- Fin Period End Date
- 30 September 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 30 July 2022
- Date Annual Return Received
- 21 June 2022
- Total Gross Income
- £16,256
- Total Gross Expenditure
- £28,630
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 October 2024
- Fin Period End Date
- 30 September 2025
- Ar Due Date
- 30 July 2026
- Ar Received Date
- 5 May 2026
- Total Gross Income
- £17,798
- Total Gross Expenditure
- £26,870
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 October 2023
- Fin Period End Date
- 30 September 2024
- Ar Due Date
- 30 July 2025
- Ar Received Date
- 17 June 2025
- Total Gross Income
- £19,569
- Total Gross Expenditure
- £24,895
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 October 2022
- Fin Period End Date
- 30 September 2023
- Ar Due Date
- 30 July 2024
- Ar Received Date
- 16 July 2024
- Total Gross Income
- £19,010
- Total Gross Expenditure
- £25,504
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 October 2021
- Fin Period End Date
- 30 September 2022
- Ar Due Date
- 30 July 2023
- Ar Received Date
- 21 February 2023
- Total Gross Income
- £19,468
- Total Gross Expenditure
- £24,846
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 October 2020
- Fin Period End Date
- 30 September 2021
- Ar Due Date
- 30 July 2022
- Ar Received Date
- 21 June 2022
- Total Gross Income
- £16,256
- Total Gross Expenditure
- £28,630
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
05 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Birmingham City
- Parent Geographic Area Type
- Metropolitan Counties
- Parent Geographic Area Description
- West Midlands
- Welsh Ind
- No
06 Official extract
Charity Classification
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
07 Official extract
Charity Event History
- Charity Name
- BIRMINGHAM STOCK EXCHANGE BENEVOLENT FUND
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2002-10-30T00:00:00
08 Official extract
Charity Governing Document
- Governing Document Description
- 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
- NOT DEFINED
09 Official extract
Charity Policy
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Investment
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Risk management