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STOCK EXCHANGE CLERKS FUND

Registered charity 286055 · accounts filings on the Charity Commission register

To provide financial assistance for persons in necessitous circumstances, such persons being former employees of the London Stock Exchange or Member firms of the London Stock Exchange or widows or children of any such person.

Objects

(2.2.1) TO PROVIDE FINANCIAL ASSISTANCE FOR POOR PERSONS IN NECESSITOUS CIRCUMSTANCES SUCH PERSONS BEING ANY ONE OR MORE OF THE FOLLOWING:ANY PERSON THAT IS OR WAS FORMERLY AN EMPLOYEE OF THE LONDON STOCK EXCHANGE OR ANY TITLE USED BY THAT BODY IN THE FUTURE OR A MEMBER FIRM OF THE LONDON STOCK EXCHANGE OR ANY SUCH TITLE THAT MAY BE USED BY THAT BODY IN THE FUTURE OR THE FUND OR THE WIDOW, WIDOWER, CHILD OR CHILDREN (WHETHER INFANTS OR NOT) OF ANY SUCH PERSON.(2.2.2) TO MAKE PAYMENTS BY WAY OF GRANT, SUBSCRIPTION OR DONATION TO AID THE FUNDS OF ANY CHARITABLE HOSPITAL, SANATORIUM, CONVALESCENT HOME, ORPHAN SCHOOL OR ORPHANAGE OR HOME FOR THE ELDERLY OR OTHER INSTITUTIONAL ORGANISATION ESTABLISHED OR TO BE ESTABLISHED FOR THE CARE AND RELIEF OF THE SICK, POOR, CHILDREN AND AGED PROVIDED THAT THE BENEFITS OF SUCH CHARITIES ARE AVAILABLE FOR ANY ONE OR MORE OF THE PERSONS MENTIONED IN SUB-CLAUSE 2.2.1 ABOVE(2.2.3) THE TRUSTEES MUST USE THE INCOME AND MAY USE THE CAPITAL OF THE CHARITY PROMOTING THE OBJECTIVES

Area of benefit: UNDEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · website · Get email alerts

Latest income
£168k
Latest spending
£187k
Registered
1983
Accounts read
FY2024

Financial health, per its FY2024 accounts

The accounts state that total unrestricted funds increased to £1,133,287, up from £1,118,847 in the prior year, driven by a net incoming resource position of £14,440 after charitable expenditures of £194,371 were covered by incoming resources of £165,800 and investment gains. The charity maintains a diversified investment portfolio valued at £1,093,620 and holds current assets including cash and debtors, with minimal current liabilities. The auditors confirmed the appropriateness of the going concern basis with no material uncertainties identified.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Pocknells Audit Limited. Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2025£168k£187k
31/12/2024£166k£194k
31/12/2023£140k£223k
31/12/2022£139k£201k
31/12/2021£135k£207k

Common questions

Is STOCK EXCHANGE CLERKS FUND financially healthy?

Per its FY2024 accounts: The accounts state that total unrestricted funds increased to £1,133,287, up from £1,118,847 in the prior year, driven by a net incoming resource position of £14,440 after charitable expenditures of £194,371 were covered by incoming resources of £165,800 and investment gains. The charity maintains a diversified investment portfolio valued at £1,093,620 and holds current assets including cash and debtors, with minimal current liabilities. The auditors confirmed the appropriateness of the going concern basis with no material uncertainties identified. Its FY2024 accounts were audited by Pocknells Audit Limited.