Finance Score: -5

Governance Score: -1

Support Score: 0

Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Dynamic board: +3
All male board: -3

No supporters identified

Overall GiG Score: -6

THE MARCUS MARGULIES CHARITABLE TRUST

Not yet active

Analysis by Giving is Great

Positives:

The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board is completely male

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 and on several occasions in recent years less than spending

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
05/04/23		£73	£94	£-22	n/a	n/a	n/a	n/a	n/a
05/04/22		£56	£56	£0	n/a	n/a	n/a	n/a	n/a
05/04/21		£67	£6,223	£-6,156	n/a	n/a	n/a	n/a	n/a
05/04/20?		£182	£36	£146	n/a	n/a	n/a	n/a	n/a
31/12/18	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/17	*	£14,905	£0	£14,905	£0	£14,905	£14,905	INF	0
31/12/16		£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/15	*	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/12/14	*	£0	£0	£0	£0	£0	£0	NAN	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 10 years

07710576063

Charity Commission for England and Wales

Listed activities

General Charitable Purposes

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Israel, Throughout England And Wales,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

MARCUS MARGULIES Appointed: 2019

ELLIOTT GOLDSTEIN Appointed: 2023, Other trusteeship: THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST,

LESLIE MICHAELS Appointed: 2014, Other trusteeship: THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST,

MR MICHAEL SORKIN Appointed: 2014, Other trusteeships: THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST, THE KENNEDY LEIGH CHARITABLE TRUST, SHAARE ZEDEK UK,

MARTIN PAISNER CBE MA LLM Appointed: 2014, Other trusteeships: TRUSTEES OF THE LONDON CLINIC LIMITED, THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST, THE WOLFSON FAMILY CHARITABLE TRUST, THE BLUSTON CHARITABLE SETTLEMENT, THE LILY AND MARCUS SIEFF CHARITABLE TRUST, THE SIR SIGMUND STERNBERG CHARITABLE FOUNDATION, THE PHILLIPS AND RUBENS CHARITABLE TRUST, FRIENDS OF THE ISRAEL CANCER ASSOCIATION, THE SYBIL SHINE MEMORIAL TRUST, THE ADRIENNE AND LESLIE SUSSMAN CHARITABLE TRUST, THE PAISNER CHARITABLE TRUST, THE RUTH AND JACK LUNZER CHARITABLE TRUST, THE DENISE COHEN CHARITABLE TRUST, THE TRUST FOR THE STUDY OF SOCIAL TRAUMA AND THE CARE AND TREATMENT OF SURVIVORS, MORRIS LEIGH FOUNDATION, THE BARNETT AND SYLVIA SHINE NO 2 CHARITABLE TRUST, THE SCHMIDT-BODNER CHARITABLE TRUST, THE SHIRLEY YOUNG CHARITABLE TRUST, THE ADLER TRUST, THE CISSIE ROSEFIELD CHARITABLE TRUST, THE STUART YOUNG FOUNDATION, THE POTEL CHARITABLE TRUST, THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (UK ) TRUST, THE LATCHMAN FAMILY CHARITABLE TRUST, OHEL SARAH UK, HADASSAH MEDICAL RELIEF ASSOCIATION U.K., JANET WOLFSON DE BOTTON CHARITABLE TRUST, TEALE CHARITABLE TRUST, NEW ISRAEL FUND, THE ROSENBLATT FAMILY CHARITABLE TRUST, YONI JESNER FOUNDATION, THE PETER CRUDDAS FOUNDATION, DEVONSHIRE STREET CHARITABLE FOUNDATION, SHAARE ZEDEK UK, THE BRITISH LIBRARY TRUST, WORCESTER COLLEGE OXFORD ENDOWMENT TRUST, THE MAURICE AND VIVIENNE WOHL PHILANTHROPIC FOUNDATION,

ANTHONY DAVID LANDES Appointed: 2023, Occupation: Non-Executive Director, Other trusteeships: THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST, The Wiener Holocaust Library,

Legal constitution

Charity registered in England & Wales on 29/04/2014, number: 1156856

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures

Filing Record

9 returns made; AR18: 137 days late, AR17: 502 days late, AR15: 205 days late, AR14: 570 days late,

Main office

27 Berkeley Square
LONDON
W1J 6EL

Objectives

THE OBJECTS OF THE CHARITY ARE TO ADVANCE, PROMOTE OR CARRY OUT SUCH CHARITABLE PURPOSES AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.CHARITABLE PURPOSES ARE DEFINED IN THE TRUST DEED AS PURPOSES WHICH ARE CHARITABLE IN ACCORDANCE WITH THE LAW OF ENGLAND AND WALES.

Data Sources

Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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