The Marcus Margulies Charitable Trust

Analysis

The Marcus Margulies Charitable Trust is a registered charity in England and Wales, based in London. It was registered in April 2014, 12 years ago. Its declared purposes cover general charitable purposes, which this site groups under grant-making and general purposes. Legally it is a charitable trust. It says it makes grants to individuals and makes grants to organisations.

In the financial year ending April 2025, The Marcus Margulies Charitable Trust reported income of £893k and spending of £543k, leaving 39% of income unspent that year. Across the 5 years on record, from April 2021 to April 2025, income grew from £67k to £893k (+1236%), an average of +91% a year. The sharpest change came in the year to April 2025, when income rose by 695%. Over the whole period it spent 648% of the income it received.

Among 5,976 England and Wales charities whose main cause is grant-making and general purposes and that reported income, The Marcus Margulies Charitable Trust sits at the 94th percentile: it is larger than about 94% of them. Against every charity in England and Wales with reported income it ranks in the 93rd percentile. Charities of a similar size with the same main cause include National Association for Voluntary and Community Action (£890k), The Bluston Charitable Settlement (£900k) and Community Action Northumberland (£886k).

In its latest detailed accounts, income came from donations and legacies 84% and investments 16%. Charitable activities took 88% of spending and raising funds 7.1%. Grants to other organisations totalled £477k. Reserves of £13.0m would cover about 275 months of spending at that rate.