Stella and Alexander Margulies Charitable Trust

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Mayfair family trust with £11 million of investments, giving mainly to London arts bodies; gave £708,132 to the Jerusalem Foundation in 2024

Stella and Alexander Margulies Charitable Trust
Type Trust
Logo
Founded 1964-06-10 (registered)
Founder(s)
Dissolved
Registration ID Registered charity 220441
Status
Headquarters 27 Berkeley Square, London, W1J 6EL
Location
Area served Throughout London, Israel
Services
Registration
Key people
Website
Remarks


Stella and Alexander Margulies Charitable Trust (The Stella and Alexander Margulies Charitable Trust) was settled by the late Stella and Alexander Margulies by a trust deed of 30 November 1962 and registered on 10 June 1964; register areas are London and Israel.[1][2] The register lists six trustees – Marcus Jonathan Margulies, Sir Stuart Lipton, Leslie David Michaels, Martin Paisner CBE, Alexander Michael Sorkin and Elliott Goldstein – while the 2025 accounts also name Anthony David Landes. The principal office is 27 Berkeley Square, London W1; the accountants are BDO LLP and the examiner Perrys Audit Ltd (OCR, PDF p.2).[1][2] Investments of £10,970,549 are managed by Navera (formerly Meridiem), Cazenove and Fundsmith. In the year to 5 April 2025 investment income was £131,039, spending £276,527 and grants £212,000 (2024: £901,732); after a net loss on investments of £582,644, funds were £11,033,555 (OCR, PDF p.2, 4, 8–9).[2]

Objects and activities

The charity's registered objects read: "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."[1]

The register describes its activities as: "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"[1]

Register classifications: General Charitable Purposes, Education/training, The Advancement Of Health Or Saving Of Lives, Religious Activities, Arts/culture/heritage/science.[1]

Areas of operation recorded on the register: Throughout London, Israel.[1]

Trustees

Current trustees, with other charities on which the same register trustee ID appears:[1]

Trustees of Stella and Alexander Margulies Charitable Trust (register, October 2026)
Trustee Appointed Chair Other trusteeships
Stuart Anthony Lipton not recorded The Ruth and Stuart Lipton Charitable Trust (266741)
Marcus Jonathan Margulies not recorded —
Leslie Michaels not recorded The Marcus Margulies Charitable Trust (1156856)
Martin Paisner CBE Ma Llm not recorded Devonshire Street Charitable Foundation (1123295); Friends of the Israel Cancer Association (260710); Hadassah Medical Relief Association U.K. (1040848); Janet Wolfson de Botton Charitable Trust (1054068); Morris Leigh Foundation (280695); Teale Charitable Trust (1058734); The American Jewish Joint Distribution Committee (UK ) Trust (327543); The Barnett and Sylvia Shine No 2 Charitable Trust (281821); The Bluston Charitable Settlement (256691); The Cissie Rosefield Charitable Trust (293177); The Denise Cohen Charitable Trust (276439); The Lily and Marcus Sieff Charitable Trust (257824); The Marcus Margulies Charitable Trust (1156856); The Potel Charitable Trust (326513); The Rosenblatt Family Charitable Trust (1084907); The Ruth and Jack Lunzer Charitable Trust (276201); The Schmidt-Bodner Charitable Trust (283014); The Shirley Young Charitable Trust (283841); The Sir Sigmund Sternberg Charitable Foundation (257950); The Stuart Young Foundation (296318); The Sybil Shine Memorial Trust (270025); The Weizmann Institute Foundation (232666); The Wolfson Family Charitable Trust (228382); Worcester College Oxford Endowment Trust (1150037); Yoni Jesner Foundation (1094798)
Alexander Michael Sorkin 2011-10-05 The Kennedy Leigh Charitable Trust (288293); The Marcus Margulies Charitable Trust (1156856)
Elliott Goldstein 2023-02-01 The Marcus Margulies Charitable Trust (1156856)

Historical trustees (UK Government Web Archive)

Trustees shown in archived register pages
Capture date Trustees listed Source
2010-07-07 Martin Paisner; Stuart Anthony Lipton; Alexander Michael Sorkin; Marcus Jonathan Margulies; Leslie David Michaels [3]
2013-05-03 Martin Paisner; Stuart Anthony Lipton; Alexander Michael Sorkin; Marcus Jonathan Margulies; Leslie David Michaels [4]
2014-05-06 Martin Paisner; Stuart Anthony Lipton; Alexander Michael Sorkin; Marcus Jonathan Margulies; Leslie David Michaels [5]
2018-01-03 Martin Paisner; Stuart Anthony Lipton; Alexander Michael Sorkin; Marcus Jonathan Margulies; Leslie David Michaels [6]
2021-07-03 Marcus Jonathan Margulies; Alexander Michael Sorkin (from 05 October 2011) – also trustee of The Kennedy Leigh Charitable Trust, The Marcus Margulies Charitable Trust, Shaare Zedek UK; Martin Paisner CBE Ma Llm – also trustee of Hadassah Medical Relief Association U.K., Yoni Jesner Foundation, The Barnett and Sylvia Shine No 2 Charitable Trust, The American Jewish Joint Distribution Committee (UK ) Trust, The Adler Trust, Devonshire Street Charitable Foundation, The Stuart Young Foundation, The Potel Charitable Trust, The Sir Sigmund Sternberg Charitable Foundation, The Bluston Charitable Settlement, The Sybil Shine Memorial Trust, The Rosenblatt Family Charitable Trust, The Shirley Young Charitable Trust, Janet Wolfson de Botton Charitable Trust, The Ruth and Jack Lunzer Charitable Trust, The Weizmann Institute Foundation, The Adrienne and Leslie Sussman Charitable Trust, The Cissie Rosefield Charitable Trust, The Peter Cruddas Foundation, The Wolfson Family Charitable Trust, The Covenant and Conversation Trust, The Marcus Margulies Charitable Trust, The Edith and Ferdinand Porjes Charitable Trust, Worcester College Oxford Endowment Trust, The Denise Cohen Charitable Trust, The Schmidt-Bodner Charitable Trust, Shaare Zedek UK, The Phillips and Rubens Charitable Trust, The Latchman Family Charitable Trust, The Paisner Charitable Trust; Leslie Michaels – also trustee of The Marcus Margulies Charitable Trust; Stuart Anthony Lipton – also trustee of The Ruth and Stuart Lipton Charitable Trust, Uli Charitable Trust [7]

Finances

Income and expenditure, five most recent reported years
Financial year end Income Expenditure
2021-04-05 £106,767 £679,977
2022-04-05 £88,482 £352,842
2023-04-05 £102,400 £207,823
2024-04-05 £128,479 £971,230
2025-04-05 £131,039 £276,527

Source: register annual-return history.[1]

Archived accounts

Accounts no longer on the live register were found in the UK Government Web Archive:

  • Accounts for the year ended 05/04/2006[8]
  • Accounts for the year ended 05/04/2007[9]
  • Accounts for the year ended 05/04/2008[10]
  • Accounts for the year ended 05/04/2009[11]
  • Accounts for the year ended 05/04/2010[12]
  • Accounts for the year ended 05/04/2011[13]
  • Accounts for the year ended 05/04/2012[14]
  • Accounts for the year ended 05/04/2013[15]
  • Accounts for the year ended 05/04/2014[16]
  • Accounts for the year ended 05/04/2015[17]
  • Accounts for the year ended 05/04/2016[18]
  • Accounts for the year ended 05/04/2017[19]
  • Accounts for the year ended 05/04/2018[20]

Funding in Israel

Israeli partners

No Israeli body is paid directly; the Israel-related grants go to UK charities (OCR, PDF p.11).[2]

Activity beyond the Green Line and support for the IDF

Findings are graded by confidence. "Partner" findings concern the Israeli recipient organisation, not proven use of UK funds.

Evidence of activity beyond the 1949 armistice line
Finding Confidence
No place in Israel is named.[2] Not established

Support for the IDF: No IDF or military funding is stated.[2]

Controversies and regulatory action

  • No Charity Commission inquiry, Official Warning or Gazette insolvency notice naming this charity was found, and its register entry shows no regulatory alert;[21] it is not among the charities named in the Commission's cheque-cashing class-inquiry announcements (May, September and December 2025) or in the September 2026 statement of results.[22][23][24][25] The charities in the Commission's settlements class inquiry (opened August 2026) have not been named, so it is not known whether this charity is among them.[26]
  • Payments to a trustee's firm; trustee-linked grantee. Payne Hicks Beach, in which trustee Martin Paisner has an interest, was paid £3,308 (2024: £8,700); Anthony Landes is a trustee of the Wiener Holocaust Library, which received £25,000 (OCR, PDF p.13).[2]
  • Trustee list differs. Anthony David Landes is named as a trustee in the accounts but not on the register (OCR, PDF p.2).[1][2]

Other registers and records

Scotland and Northern Ireland

No entry was found on the Scottish Charity Register for this charity (register export dated 14 October 2026, searched by name).[27] No entry was found on the Charity Commission for Northern Ireland register (API name searches returned zero results).[28]

The Gazette

Searches of The Gazette notice feeds (all notices, insolvency and company) for the charity's name found no insolvency, winding-up or strike-off notice.[29]

Grants recorded by 360Giving

No grants received or made by this charity are recorded in 360Giving data.[30]

Sanctions screening

The charity's name, its current register trustees, trustees named on archived register pages, trustees and officers named in the accounts read for this profile and (for charitable companies) its Companies House officers were screened against the UK Sanctions List and the OFSI Consolidated List. No match was found. Viatcheslav Moshe Kantor (UK sanctions ID RUS1127) does not appear among this charity's trustees or officers.[31]

Land and property

The register records that the charity does not own or lease land or property.[1] No title registers were purchased; the HM Land Registry interactive search blocked automated access.[32]

Parliament

Hansard exact-phrase searches for "Stella and Alexander Margulies Charitable Trust" returned 0 contributions in total.[33]

Web archive

The UK Government Web Archive holds 2 archived Charity Commission register pages used in this profile (cited in the sections above). The 2021 archived full print showed the status "Charity reporting is up to date (on time)" and "Other regulators: No information available".[7]

See also

External links

  • No current official website.

Notes

  1. ↑ 1.0 1.1 1.2 1.3 1.4 1.5 1.6 1.7 1.8 1.9 Charity Commission for England and Wales, Register of Charities public extract (tables charity, charity_trustee, charity_annual_return_history, charity_area_of_operation, charity_classification, charity_other_names), extract dated 14 October 2026.
  2. ↑ 2.0 2.1 2.2 2.3 2.4 2.5 2.6 2.7 2.8 2.9 Charity Commission, Stella and Alexander Margulies Charitable Trust (220441): accounts and annual returns Register of Charities; latest accounts downloaded 16 October 2026 ("PDF p." = page of the PDF file).
  3. ↑ Register entry 220441, contact and trustees (capture of 20100707) UK Government Web Archive.
  4. ↑ Register entry 220441, contact and trustees (capture of 20130503) UK Government Web Archive.
  5. ↑ Register entry 220441, contact and trustees (capture of 20140506) UK Government Web Archive.
  6. ↑ Register entry 220441, contact and trustees (capture of 20180103) UK Government Web Archive.
  7. ↑ 7.0 7.1 Register entry 220441, full print (capture of 20210703) UK Government Web Archive.
  8. ↑ Stella and Alexander Margulies Charitable Trust accounts, year ended 2006-04-05 UK Government Web Archive (capture of 20110912).
  9. ↑ Stella and Alexander Margulies Charitable Trust accounts, year ended 2007-04-05 UK Government Web Archive (capture of 20110912).
  10. ↑ Stella and Alexander Margulies Charitable Trust accounts, year ended 2008-04-05 UK Government Web Archive (capture of 20110912).
  11. ↑ Stella and Alexander Margulies Charitable Trust accounts, year ended 2009-04-05 UK Government Web Archive (capture of 20140506).
  12. ↑ Stella and Alexander Margulies Charitable Trust accounts, year ended 2010-04-05 UK Government Web Archive (capture of 20140506).
  13. ↑ Stella and Alexander Margulies Charitable Trust accounts, year ended 2011-04-05 UK Government Web Archive (capture of 20140506).
  14. ↑ Stella and Alexander Margulies Charitable Trust accounts, year ended 2012-04-05 UK Government Web Archive (capture of 20140506).
  15. ↑ Stella and Alexander Margulies Charitable Trust accounts, year ended 2013-04-05 UK Government Web Archive (capture of 20140506).
  16. ↑ Stella and Alexander Margulies Charitable Trust accounts, year ended 2014-04-05 UK Government Web Archive (capture of 20160105).
  17. ↑ Stella and Alexander Margulies Charitable Trust accounts, year ended 2015-04-05 UK Government Web Archive (capture of 20160701).
  18. ↑ Stella and Alexander Margulies Charitable Trust accounts, year ended 2016-04-05 UK Government Web Archive (capture of 20200103).
  19. ↑ Stella and Alexander Margulies Charitable Trust accounts, year ended 2017-04-05 UK Government Web Archive (capture of 20200103).
  20. ↑ Stella and Alexander Margulies Charitable Trust accounts, year ended 2018-04-05 UK Government Web Archive (capture of 20200103).
  21. ↑ Charity Commission, Register of Charities, charity overview page (register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/ followed by the organisation number) for each of the 25 batch-15 charities, all retrieved successfully on 16 October 2026 and checked for a "Regulatory alerts" section; none was shown for any of them. Nineteen registered charities showed "Charity reporting is up to date (on time)"; The Kolel Limited showed "up to date (85 days late)" and Practical Compassion for Destitute Children "up to date (2 days late)"; Lionel Black Charitable Trust, Friends of Horim Establishments Tel Aviv and Arad, Prayer for Israel (326132) and The Maurice Wohl Charitable Trust showed "Removed charity".
  22. ↑ Charity Commission, Serious concerns over use of £22 million triggers investigation by charity regulator GOV.UK, 14 May 2025.
  23. ↑ Charity Commission, Regulator opens next phase of investigation into 105 charities connected to company cashing cheques GOV.UK, 1 September 2025.
  24. ↑ Charity Commission, Regulator announces next charities to be investigated as part of inquiry connected to company cashing cheques GOV.UK, 4 December 2025.
  25. ↑ Charity Commission, Regulator concludes investigation into 4 charities as class inquiry continues GOV.UK, 9 September 2026, with Statement of the results of a class inquiry (same date).
  26. ↑ Charity Commission, Charity regulator opens inquiry into charities working in illegal Israeli settlements GOV.UK, 5 August 2026 (a fact-finding statutory class inquiry initially involving 8 charities which "are not being publicly named at this time").
  27. ↑ Office of the Scottish Charity Regulator, Scottish Charity Register download OSCR, export dated 14 October 2026; keyword search of the 25 batch-15 charity names found no matching Scottish registration.
  28. ↑ Charity Commission for Northern Ireland, Register of charities search API CCNI, searched 16 October 2026 (keyword searches for each of the 25 batch-15 charity names returned no matching charity; the only result, for "Donkey", was an unrelated Belfast organisation).
  29. ↑ The Gazette: notices matching 'Margulies Charitable Trust' The Gazette, searched 16 October 2026.
  30. ↑ 360Giving API: grants received by GB-CHC-220441 360Giving, queried 16 October 2026.
  31. ↑ Foreign, Commonwealth and Development Office, UK Sanctions List (CSV); Office of Financial Sanctions Implementation, Consolidated List of Financial Sanctions Targets (ConList.csv). Batch-15 screening covered 227 name strings: the 25 charity names, current register trustees, trustees named on archived register pages, Companies House officers of the three charitable companies and of J. E. Joseph Trustee Company Limited, directors of the dissolved Friends of Horim company (01966551), and trustees, executive-committee members, examiners and other people named in the accounts and sources read for this batch; matching on surname plus forename tokens, reviewed manually. No forename-and-surname match for any person was found; token matches were surname-only coincidences (for example Hassan, Friedman, Cohen and Sabah) or the generic words "Company Limited"; lists downloaded October 2026.
  32. ↑ HM Land Registry, Search for land and property information GOV.UK – the service returned HTTP 403 (bot protection) to automated access in October 2026; no titles were looked up or purchased. Candidate title numbers below come from the free CCOD / OCOD datasets (October 2026 release), not from paid title registers.
  33. ↑ UK Parliament, Hansard search API: contributions matching the exact phrase "Margulies Charitable Trust" Hansard, queried 16 October 2026 (Spoken and Written endpoints; quoted-phrase search).
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