THE MARCUS MARGULIES CHARITABLE TRUST
Financial health, per its FY2024 accounts
The accounts state that the charity reported a net income surplus of £685,630 for the year ended 5 April 2024, driven by investment gains and increased grant-making activity. Total unrestricted funds increased to £12,692,538, supported by investment portfolios valued at £13,563,086 and cash holdings of £1,113,252. The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
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?
The accounts state that the charity reported a net income surplus of £685,630 for the year ended 5 April 2024, driven by investment gains and increased grant-making activity. Total unrestricted funds increased to £12,692,538, supported by investment portfolios valued at £13,563,086 and cash holdings of £1,113,252. The trustees confirmed there are no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2024 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| GILMOOR BENEVOLENT FUND LIMITED | 1 | £1.0m |
| DILLHAVEN LIMITED | 1 | £71k |
| J & J CHARITABLE TRUST LIMITED | 1 | £17k |
| KTRUST LIMITED | 1 | £12k |