THE MARCUS MARGULIES CHARITABLE TRUST
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Objects
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.
Financial health, per its FY2025 accounts
The accounts state that the charity reported an income surplus of £311,643 for the year ended 5 April 2025, with total unrestricted funds increasing to £13,004,181. The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. The charity maintains a reserves policy where no minimum level of resources is considered required.
What the accounts disclose
“Donations and legacies 2 750,000” — page 8
Policies the charity declares
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 05/04/2025
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2024
- Grant-making is its main activity
Self-declared on the annual return for the financial year ending 05/04/2023
- Grant-making is its main activity
Structured financials (annual return, FY ending 05/04/2025)
Trustees
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £893k | £543k |
| 05/04/2024 | £112k | £865k |
| 05/04/2023 | £73k | £94k |
| 05/04/2022 | £56k | £56k |
| 05/04/2021 | £67k | £6.2m |
Common questions
Is THE MARCUS MARGULIES CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported an income surplus of £311,643 for the year ended 5 April 2025, with total unrestricted funds increasing to £13,004,181. The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. The charity maintains a reserves policy where no minimum level of resources is considered required. Its FY2025 accounts were audited by Perrys Audit Limited.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| QUARTET COMMUNITY FOUNDATION | 1 | £40k |
| HIGHWAY ONE TRUST | 1 | £35k |
| DOLPHIN SOCIETY | 1 | £16k |
| LORD BARNBY'S FOUNDATION | 1 | £12k |
| SONGDALE LIMITED | 1 | £9k |
| THE WO STREET CHARITABLE FOUNDATION | 1 | £5k |
| OVE ARUP PARTNERSHIP CHARITABLE TRUST | 1 | £3k |
| COUNTY OF GLOUCESTERSHIRE COMMUNITY FOUNDATION | 1 | £3k |
Charities like this
- THE MAURICE MARKS CHARITABLE TRUST
- MS FOUNDATION LIMITED
- THE MARY AND MARGARET CHARITY
- THE J AND R MARGULIES CHARITABLE TRUST
- THE MAURICE FRY CHARITABLE TRUST
- THE MARGOT AND JULIAN LEW CHARITABLE TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE MARCUS MARGULIES CHARITABLE TRUST | £893k | — | 0 | unclear | — | no doubt |
| THE MAURICE MARKS CHARITABLE TRUST | £102k | — | 0 | unclear | — | no doubt |
| MS FOUNDATION LIMITED | £46k | — | 0 | above | — | no doubt |
| THE MARY AND MARGARET CHARITY | £50k | — | 0 | unclear | — | no doubt |
| THE J AND R MARGULIES CHARITABLE TRUST | £26k | — | — | below | — | no doubt |
| THE MAURICE FRY CHARITABLE TRUST | £49k | — | 0 | unclear | — | no doubt |