Finance Score: -3

Governance Score: 1

Support Score: 0

Volatile income: -3
No PartB

Only 3 Trustees: -2
Gender balanced board: +3

No supporters identified

Overall GiG Score: -2

THE J AND R MARGULIES CHARITABLE TRUST

in accordance with the charities objectives

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

There are only 3 trustees

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile recently

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		£152	£161	£-9	n/a	n/a	n/a	n/a	n/a	2
31/12/21		£142	£148	£-6	n/a	n/a	n/a	n/a	n/a	2
31/12/20		£250	£194	£56	n/a	n/a	n/a	n/a	n/a	3
31/12/19		£227	£236	£-9	n/a	n/a	n/a	n/a	n/a	3
31/12/18		£191	£151	£41	£0	£0	£0	n/a	0	3
31/12/17		£112	£175	£-63	£0	£0	£0	n/a	0	0
31/12/16		£142	£78	£64	£0	£0	£0	n/a	0	0
31/12/15	*	£171	£253	£-82	£0	£0	£0	n/a	0	0
31/12/14	*	£55	£40	£15	£0	£0	£0	n/a	0	0
31/12/13	*	£31	£33	£-2	£0	£0	£0	n/a	0	0
31/12/12	*	£23	£82	£-59	£0	£0	£0	n/a	0	0
31/12/11	*	£217	£308	£-91	£0	£0	£0	n/a	0	0
31/12/10		£138	£40	£98	£0	£0	£0	n/a	0	0
31/12/09	*	£188	£164	£24	£0	£0	£0	n/a	0	0
31/12/08	*	£73	£80	£-7	£0	£0	£0	n/a	0	0
31/12/07	*	£265	£390	£-125	£0	£0	£0	n/a	0	0
31/12/06	*	£417	£423	£-5	£0	£0	£0	n/a	0	0
31/12/05	*	£211	£356	£-144	£0	£0	£0	n/a	0	0
31/12/04	*	£488	£456	£32	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 29 years

02088020432

Charity Commission for England and Wales

Listed activities

Economic/Community Development/Employment
Education/Training
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Barnet, Hackney, Haringey, Israel,

Who it helps

People Of A Particular Ethnic Or Racial Origin

Who works here?

Unknown number of employees
2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

RACHEL MARGULIES Appointed: 2015

JOSEPH MARGULIES, Other trusteeships: KOLLEL GUR TRUST, KEHAL YISROEL D'CHASIDEI GUR, THE CHICKEN SOUP SHELTER, SIDE BY SIDE (CHILDREN) LIMITED,

MAURICE MARGULIES Appointed: 2018, Other trusteeships: FRIENDS OF ASHDOD, TOMCHAI TORAH B'AM YISROEL (T.T.B.Y.),

Legal constitution

Charity registered in England & Wales on 09/12/1994, number: 1042717

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR15: 196 days late, AR14: 22 days late, AR13: 387 days late, AR12: 734 days late, AR11: 951 days late, AR09: 36 days late, AR08: 41 days late, AR07: 132 days late, AR06: 175 days late, AR05: 196 days late, AR04: 560 days late,

Main office

82 DARENTH ROAD
LONDON
N16 6ED

Objectives

1)TO ADVANCE ORTHODOX JEWISH EDUCATION 2)TO ADVANCE THE RELIGION OF THE JEWISH FAITH IN ACCORDANCE WITH THE ORTHODOX PRACTICE 3)THE RELIEF OF POVERTY 4)SUCH OTHER PURPOSES AS ARE RECOGNISED BY THE LAW OF ENGLAND AND WALES AS CHARITABLE

Defined Area of Benefit:

NOT DEFINED

Data Sources