THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST
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
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?
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. Its FY2025 accounts were independently examined.
Charities like this
- TOBY AND REGINA WYLES CHARITABLE TRUST
- MISSES BARRIE CHARITABLE TRUST
- THE A M CHARITABLE TRUST
- THE APELT AND LAZARUS CHARITABLE TRUST
- H & T CLIENTS CHARITABLE TRUST
- TOM AND SHEILA SPRINGER CHARITY
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE STELLA AND ALEXANDER MARGULIES CHARITABLE TRUST | £131k | — | 0 | unclear | — | no doubt |
| TOBY AND REGINA WYLES CHARITABLE TRUST | £449k | — | 0 | unclear | — | no doubt |
| MISSES BARRIE CHARITABLE TRUST | £212k | — | 0 | unclear | — | no doubt |
| THE A M CHARITABLE TRUST | £157k | — | 0 | unclear | — | no doubt |
| THE APELT AND LAZARUS CHARITABLE TRUST | £139k | — | — | unclear | — | no doubt |
| H & T CLIENTS CHARITABLE TRUST | £919k | — | 0 | unclear | — | no doubt |