THE J AND R MARGULIES CHARITABLE TRUST

Charity number: 1042717
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

in accordance with the charities objectives

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £78,787
Total expenditure: £94,542

People

3 Trustee(s)

3 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • The Prevention Or Relief Of Poverty
  • Religious Activities
  • Economic/community Development/employment
Who the charity helps:
  • People Of A Particular Ethnic Or Racial Origin
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Barnet
  • Hackney
  • Haringey
  • Israel

Governance

Registration history:
  • 09 December 1994: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

3 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
MAURICE MARGULIES Trustee 06 June 2018
TOMCHAI TORAH B'AM YISROEL (T.T.B.Y.)
Received: On time
FRIENDS OF ASHDOD
Received: On time
RACHEL MARGULIES Trustee 04 June 2015
None on record
JOSEPH MARGULIES Trustee
KEHAL YISROEL D'CHASIDEI GUR
Received: On time
KOLLEL GUR TRUST
Received: On time
THE CHICKEN SOUP SHELTER
Received: On time
SIDE BY SIDE (CHILDREN) LIMITED
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/12/2019 31/12/2020 31/12/2021 31/12/2022 31/12/2023
Total gross income £226.91k £250.40k £141.96k £151.70k £78.79k
Total expenditure £236.10k £194.40k £148.44k £160.89k £94.54k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 31 October 2024 On Time
Accounts and TAR 31 December 2023 31 October 2024 On Time Download Open in new window
Annual return 31 December 2022 26 July 2023 On Time
Accounts and TAR 31 December 2022 26 July 2023 On Time Download Open in new window
Annual return 31 December 2021 27 October 2022 On Time
Accounts and TAR 31 December 2021 27 October 2022 On Time Download Open in new window
Annual return 31 December 2020 21 October 2021 On Time
Accounts and TAR 31 December 2020 21 October 2021 On Time Download Open in new window
Annual return 31 December 2019 19 October 2020 On Time
Accounts and TAR 31 December 2019 19 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 2 NOV 1994 AND AS AMENDED 7 OCTOBER 2003

Charitable objects

1)TO ADVANCE ORTHODOX JEWISH EDUCATION 2)TO ADVANCE THE RELIGION OF THE JEWISH FAITH IN ACCORDANCE WITH THE ORTHODOX PRACTICE 3)THE RELIEF OF POVERTY 4)SUCH OTHER PURPOSES AS ARE RECOGNISED BY THE LAW OF ENGLAND AND WALES AS CHARITABLE

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
82 DARENTH ROAD
LONDON
N16 6ED
Phone:
02088020432
Email:
No information available
Website:

No information available