THE MARCUS MARGULIES CHARITABLE TRUST

Registered charity 1156856 · accounts filings on the Charity Commission register

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Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Latest income

£893k

Latest spending

£543k

Registered

2014

Accounts read

FY2025

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.

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

What the accounts disclose

Largest income source: none

“Donations and legacies 2 750,000” — page 8

Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Perrys Audit Limited. Discloses 3 of 6 completeness components.

Structured financials (annual return, FY ending 05/04/2025)

Total income

£893k

Total spending

£543k

Cost of raising funds

£41k

Reserves (reported)

£13.0m

Employees

Per its annual return, largest income source: Donations and legacies (84% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 4.5% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

Elliott Goldstein · trustee of 1 other charity
Leslie Michaels · trustee of 1 other charity
MR MICHAEL SORKIN · trustee of 2 other charities
Marcus Margulies
Martin Paisner CBE MA LLM · trustee of 26 other charities

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

Operates in: Israel · Throughout England And Wales

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

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
GILMOOR BENEVOLENT FUND LIMITED	1	£1.0m
CHAPMAN CHARITABLE TRUST	1	£2k
The Dentons UK and Middle East LLP Charitable Trust	1	£2k
THE EDGAR E LAWLEY FOUNDATION	1	£2k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with M AND M FOUNDATION.

M AND M FOUNDATION income £217k
The Musk-Burton Family Trust income £160k
THE MAURICE MARKS CHARITABLE TRUST income £102k
RICHMOND TRUST FUND income £220k
ST MARGARET'S HOUSE income £1.3m
H M SASSOON CHARITABLE TRUST income £124k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
THE MARCUS MARGULIES CHARITABLE TRUST	£893k	—	unclear	—	no doubt
M AND M FOUNDATION FY2025	£217k	—	unclear	—	no doubt
The Musk-Burton Family Trust FY2025	£160k	—	unclear	—	no doubt
THE MAURICE MARKS CHARITABLE TRUST FY2025	£102k	—	unclear	—	no doubt
RICHMOND TRUST FUND FY2025	£220k	—	above	—	no doubt
ST MARGARET'S HOUSE FY2025	£1.3m	—	unclear	—	no doubt

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