THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST

Registered charity 220441 · accounts filings on the Charity Commission register

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

Objects

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.

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: General Charitable Purposes · Education/training · The Advancement Of Health Or Saving Of Lives · Religious Activities · Arts/culture/heritage/science · Grant history (this charity is a funder) · Get email alerts

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

Financial health, per its FY2025 accounts

The accounts state that total unrestricted funds decreased from £11,762,248 to £11,033,555, driven by a net loss of £728,693 which included significant unrealised investment losses. The trustees confirm there are no material uncertainties regarding the charity's ability to continue as a going concern, noting that investment managers maintain sufficient liquidity for foreseeable needs.

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

What the accounts disclose

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.

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

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

Trustees · trustee networks

• ALEXANDER MICHAEL SORKIN · trustee of 2 other charities
• Elliott Goldstein · trustee of 1 other charity
• Leslie Michaels · trustee of 1 other charity
• MARCUS JONATHAN MARGULIES
• Martin Paisner CBE MA LLM · trustee of 25 other charities
• SIR STUART ANTHONY LIPTON · trustee of 1 other charity

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

Operates in: Israel · Throughout London

Income and spending

Common questions

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.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE J AND R MARGULIES CHARITABLE TRUST.

• THE J AND R MARGULIES CHARITABLE TRUST income £26k
• THE BENITA AND GERALD FOGEL CHARITABLE TRUST income £32k
• THE PAULINE AND HAROLD BERMAN CHARITABLE TRUST income £48k
• THE DIANA AND ALLAN MORGENTHAU CHARITABLE TRUST income £83k
• THE CHARITY OF STELLA SYMONS income £79k
• THE A M CHARITABLE TRUST income £157k

Side by side with its peers

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