THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST
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.
What the accounts disclose
“However the firm Payne Hicks Beach in which M D Paisner has an interest, raised charges for professional services to the amount of £3,308. (2024 - £8,700)” — page 13
“Anthony Landes is a Trustee of the Weiner Holocaust Library. During the year a grant of £25,000 was made to the Weiner Holocaust Library (2024: 20,000) by the Charity.” — page 13
“However the firm Payne Hicks Beach in which M D Paisner has an interest, raised charges for professional services to the amount of £3,308. (2024 - £8,700)” — page 13
“Anthony Landes is a Trustee of the Weiner Holocaust Library. During the year a grant of £25,000 was made to the Weiner Holocaust Library (2024: 20,000) by the Charity.” — page 13
Trustees
- ALEXANDER MICHAEL SORKIN
- Elliott Goldstein
- Leslie Michaels
- MARCUS JONATHAN MARGULIES
- Martin Paisner CBE MA LLM
- SIR STUART ANTHONY LIPTON
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 05/04/2025 | £131k | £277k |
| 05/04/2024 | £128k | £971k |
| 05/04/2023 | £102k | £208k |
| 05/04/2022 | £88k | £353k |
| 05/04/2021 | £107k | £680k |
Common questions
Is THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST financially healthy?
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. Its FY2025 accounts were independently examined.