Finance Score: -5

Governance Score: -4

Support Score: 0

Multiple Deficits and declines: -5
No PartB

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

No supporters identified

Overall GiG Score: -9

THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST

The objects of the charity are to apply the income and capital of the Trust for charitable purposes as the Trustees shall in their absolute discretion determine

Analysis by Giving is Great

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

Established: 60 years

jill.tyrrell@timeproducts.co.uk

02073437200

Charity Commission for England and Wales

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		£102	£208	£-105	n/a	n/a	n/a	n/a	n/a
05/04/22		£88	£353	£-264	n/a	n/a	n/a	n/a	n/a
05/04/21		£107	£680	£-573	n/a	n/a	n/a	n/a	n/a
05/04/20		£133	£326	£-193	n/a	n/a	n/a	n/a	n/a
05/04/19		£135	£418	£-283	n/a	n/a	n/a	n/a	n/a
05/04/18		£139	£246	£-107	£0	£0	£0	n/a	0
05/04/17		£143	£235	£-92	£0	£0	£0	n/a	0
05/04/16		£139	£484	£-345	£0	£0	£0	n/a	0
05/04/15	*	£172	£193	£-20	£0	£0	£0	n/a	0
05/04/14		£167	£464	£-297	£0	£0	£0	n/a	0
05/04/13	*	£168	£132	£36	£0	£0	£0	n/a	0
05/04/12		£151	£508	£-357	£0	£0	£0	n/a	0
05/04/11		£190	£768	£-578	£0	£0	£0	n/a	0
05/04/10		£231	£767	£-536	£0	£0	£0	n/a	0
05/04/09		£273	£232	£41	£0	£0	£0	n/a	0
05/04/08		£256	£439	£-182	£0	£0	£0	n/a	0
05/04/07		£358	£285	£74	£0	£0	£0	n/a	0
05/04/06	*	£254	£364	£-109	£0	£0	£0	n/a	0
05/04/05	*	£279	£230	£48	£0	£0	£0	n/a	0
05/04/04	*	£298	£321	£-23	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Listed activities

Arts/Culture/Heritage/Science
Education/Training
General Charitable Purposes
Religious Activities
The Advancement Of Health Or Saving Of Lives

How it operates

Makes Grants to Organisations

Where it operates

Israel, Throughout London,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Gender Split

ALEXANDER MICHAEL SORKIN Appointed: 2011, Other trusteeships: THE KENNEDY LEIGH CHARITABLE TRUST, SHAARE ZEDEK UK, THE MARCUS MARGULIES CHARITABLE TRUST,

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

ELLIOTT GOLDSTEIN Appointed: 2023, Other trusteeship: THE MARCUS MARGULIES CHARITABLE TRUST,

LESLIE MICHAELS, Other trusteeship: THE MARCUS MARGULIES CHARITABLE TRUST,

MARCUS JONATHAN MARGULIES

MARTIN PAISNER CBE MA LLM, Other trusteeships: THE WOLFSON FAMILY CHARITABLE TRUST, THE BLUSTON CHARITABLE SETTLEMENT, THE SIR SIGMUND STERNBERG CHARITABLE FOUNDATION, THE PHILLIPS AND RUBENS CHARITABLE TRUST, 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 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, HADASSAH MEDICAL RELIEF ASSOCIATION U.K., JANET WOLFSON DE BOTTON CHARITABLE TRUST, THE ROSENBLATT FAMILY CHARITABLE TRUST, YONI JESNER FOUNDATION, THE PETER CRUDDAS FOUNDATION, DEVONSHIRE STREET CHARITABLE FOUNDATION, SHAARE ZEDEK UK, WORCESTER COLLEGE OXFORD ENDOWMENT TRUST, THE MARCUS MARGULIES CHARITABLE TRUST,

SIR STUART ANTHONY LIPTON, Other trusteeship: THE RUTH AND STUART LIPTON CHARITABLE TRUST,

Legal constitution

Charity registered in England & Wales on 10/06/1964, number: 220441

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investment
Risk management

Filing Record

20 returns made; AR15: 1 days late, AR13: 3 days late, AR06: 1 days late, AR05: 12 days late, AR04: 3 days late,

Main office

27 Berkeley Square
LONDON
W1J 6EL

Objectives

FOR THE CHARITABLE PURPOSES OF SUCH CHARITABLE BODIESORGANISATIONS AND INSTITUTIONS OR SUCH OTHER CHARITABLE PURPOSES OR CHARITABLE OBJECTS IN SUCH PROPORTIONS AND MANNER AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NOT DEFINED

Data Sources