The Stella And Alexander Margulies Charitable Trust

Charity Number: 220441

Annual Expenditure: £1.0M

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Quick Stats

  • Annual Giving: £971,230 (2024)
  • Success Rate: Not publicly available
  • Decision Time: Not publicly available
  • Grant Range: Not publicly disclosed
  • Geographic Focus: London and Israel

Contact Details

Address: 27 Berkeley Square, London W1J 6EL

Phone: 020 7343 7200

Email: jill.tyrrell@timeproducts.co.uk

Note: No website available. This trust operates as a private discretionary trust and may not accept unsolicited applications.

Overview

The Stella and Alexander Margulies Charitable Trust was established in 1964 as a charitable trust in the United Kingdom. With an annual expenditure of £971,230 (2024), the trust operates with very broad charitable objectives, granting its six trustees absolute discretion to determine which charitable purposes to support. The trust focuses primarily on education, religion, arts, culture, heritage, science, and health advancement. Its geographic focus includes London and Israel, notably supporting projects through the Jerusalem Foundation including the Israel Museum. The trust is associated with Time Products, a London-based watch and jewelry company, with the trust's correspondence address matching the company headquarters at 27 Berkeley Square. The trust operates without any paid staff, relying entirely on its board of six trustees.

Funding Priorities

Grant Programs

The trust does not operate formal grant programs with published guidelines. Grant-making is conducted at the absolute discretion of the trustees.

Priority Areas

Based on Charity Commission classifications, the trust supports:

  • Education and Training - Supporting educational initiatives and institutions
  • Religion - Religious activities and institutions
  • Arts, Culture, Heritage, and Science - Cultural and artistic projects
  • Health Advancement - Health-related charitable causes
  • General Charitable Purposes - Broad discretionary charitable activities

Beneficiary Groups:

  • Children and young people
  • Other charities and voluntary bodies
  • General public

Geographic Areas:

  • Throughout London
  • Israel

What They Don't Fund

Not publicly disclosed. Given the trust's broad charitable objectives, restrictions are likely determined on a case-by-case basis by trustees.

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Governance and Leadership

The trust is governed by six trustees who serve without remuneration:

  • Martin Paisner CBE MA LLM - Trustee - A leading charity law specialist who was appointed CBE in 2004 for charitable services. Partner at Payne Hicks Beach and serves as trustee for numerous major charitable trusts including The Wolfson Family Charitable Trust and The Maurice Wohl Charitable Foundation. Recognized as a Leading Individual in charity law by The Legal 500 UK 2024.
  • Sir Stuart Anthony Lipton - Trustee - Prominent British property developer knighted in 2000 for services to the Property Industry and the Environment. Co-founder of Stanhope plc and responsible for over 40 million sq ft of development in London including Broadgate and 22 Bishopsgate. Former trustee of the Royal National Theatre and Royal Opera House.
  • Marcus Jonathan Margulies - Trustee - Also operates his own charitable trust, The Marcus Margulies Charitable Trust (registered 2014), with similar geographic focus on Israel.
  • Elliott Goldstein - Trustee (appointed February 2023)
  • Alexander Michael Sorkin - Trustee (appointed October 2011)
  • Leslie Michaels - Trustee

The trust maintains an excellent compliance record with the Charity Commission, with all reporting submitted on time.

Application Process and Timeline

How to Apply

Important: This trust appears to operate as a private discretionary charitable trust. Based on typical practices of UK private charitable trusts with similar structures:

  • The trust likely does not accept unsolicited applications
  • Trustees proactively identify charitable causes and organizations to support
  • Grants are typically made to organizations already known to the trustees or their network
  • There is no published application form, guidelines, or deadline information

Organizations wishing to be considered may contact the trust via the email address provided (jill.tyrrell@timeproducts.co.uk) to inquire whether they accept applications, but should be prepared for the possibility that the trust only supports pre-identified causes.

Decision Timeline

Not publicly available.

Success Rates

Not publicly available. Given the discretionary nature of the trust, success rates for unsolicited applications (if accepted at all) are likely to be very low.

Reapplication Policy

Not publicly disclosed.

Application Success Factors

Given the limited public information about this trust's grant-making practices, the following factors are likely important based on the trust's structure and focus areas:

Alignment with Known Interests:

  • Organizations working in education, particularly those with connections to Israel or Jewish communities
  • Arts and cultural institutions
  • Religious organizations
  • Health-related charities

Geographic Focus:

  • Projects based in London or with London beneficiaries
  • Projects in Israel, particularly those connected to Jerusalem (the trust has supported the Jerusalem Foundation and Israel Museum)

Relationship-Based Grant-Making:

  • Given the presence of prominent trustees with extensive charitable networks, connections to the trustees or their affiliated organizations may be crucial
  • The trust appears to identify beneficiaries proactively rather than responding to applications

Established Organizations:

  • As a discretionary trust, they likely prefer supporting established institutions with proven track records rather than new initiatives

Trust Connection:

  • The association with Time Products (a watch and jewelry company) suggests possible family wealth origins; organizations with connections to the founders' interests or business community may be favored

Key Takeaways for Grant Writers

  • This trust likely does not accept unsolicited applications. It operates with full trustee discretion and proactively identifies beneficiaries.
  • Networking is crucial. With trustees including Martin Paisner CBE (major charity law specialist) and Sir Stuart Lipton (prominent property developer), connections to their networks may be essential.
  • Geographic focus matters. The trust has clear interests in London and Israel, particularly projects connected to Jerusalem.
  • Broad but selective. While charitable objectives are very broad (education, religion, arts, culture, health), the trust makes selective grants at trustees' discretion.
  • Established relationships appear key. The trust's structure and lack of public application processes suggest it works primarily with organizations already known to trustees.
  • Consider the family/business connection. The link to Time Products (watches/jewelry) and the Margulies family interests may influence grant-making focus.
  • If you must reach out, be strategic. Contact should be highly targeted, clearly demonstrate alignment with known interests (education, Israel, arts, culture), and ideally reference a connection to the trustees' network.

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References