THE J AND R MARGULIES CHARITABLE TRUST

Registered charity 1042717 · accounts filings on the Charity Commission register

in accordance with the charities objectives

Objects

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

Area of benefit: NOT DEFINED

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

Causes: Education/training · The Prevention Or Relief Of Poverty · Religious Activities · Economic/community Development/employment · Get email alerts

Registered contact address: Hackney, London, England (from the postcode on the register)

Latest income

£26k

Latest spending

£27k

Registered

1994

Accounts read

FY2025

Financial health, per its FY2025 accounts

The charity reported a net expenditure of £9,300 for the year, resulting in unrestricted funds falling to a deficit of £549. The trustees state that current funding is adequate to support the charity's objects into the foreseeable future, despite the negative net asset position.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Donations and legacies (100% of income)

“The charity's principal sources of funding are donations.” — page 3

Per its FY2025 accounts as filed with the Charity Commission.

Reserves position: below the charity's own stated reserves policy

“It is the policy of the charity that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and six months' expenditure.” — page 3

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 3 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.

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/12/2025

Volunteers: 3
Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2024

Volunteers: 3
Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/12/2023

Volunteers: 3
Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

JOSEPH MARGULIES · trustee of 3 other charities
MAURICE MARGULIES · trustee of 2 other charities
RACHEL MARGULIES

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

Operates in: Barnet · Hackney · Haringey · Israel

Income and spending

Financial year end	Income	Spending
31/12/2025	£26k	£27k
31/12/2024	£11k	£21k
31/12/2023	£79k	£95k
31/12/2022	£152k	£161k
31/12/2021	£142k	£148k

Common questions

Is THE J AND R MARGULIES CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The charity reported a net expenditure of £9,300 for the year, resulting in unrestricted funds falling to a deficit of £549. The trustees state that current funding is adequate to support the charity's objects into the foreseeable future, despite the negative net asset position. Its FY2025 accounts were independently examined.

Who funds THE J AND R MARGULIES CHARITABLE TRUST?

Funders whose own accounts filings name THE J AND R MARGULIES CHARITABLE TRUST as a grant recipient include SONGDALE LIMITED.

Known funders

Grants to this charity found in funders’ own accounts filings.

Funder	Year	Amount	Purpose (as stated by the funder)
SONGDALE LIMITED	FY2023	£5k
SONGDALE LIMITED	FY2022	£4k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with LIMOGES CHARITABLE TRUST.

LIMOGES CHARITABLE TRUST income £69k
THE JAYROSE CHARITABLE TRUST income £60k
MARSHALL AND VIGGARS CHARITABLE TRUST income £32k
THE MERI TRUST income £79k
THE JG CHARITABLE TRUST income £173k
J AND M BRITTON CHARITABLE TRUST income £77k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE J AND R MARGULIES CHARITABLE TRUST	£26k	—	—	below	—	no doubt
LIMOGES CHARITABLE TRUST FY2025	£69k	—	0	within	—	no doubt
THE JAYROSE CHARITABLE TRUST FY2025	£60k	—	0	unclear	—	no doubt
MARSHALL AND VIGGARS CHARITABLE TRUST FY2025	£32k	—	0	unclear	—	no doubt
THE MERI TRUST FY2025	£79k	—	0	unclear	—	no doubt
THE JG CHARITABLE TRUST FY2025	£173k	—	0	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.