2023-01-31-accounts

IMPACT REPORT

FINANCIAL YEAR FEB 2022 - JAN 2023

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073 9301 6151

01 ABOUT

A little bit about our humble company

Ozer Umagen is a registered charity that was established in 2018 in response to a heartfelt call for help from the local community. Our mission is to provide essential support services to individuals facing crises of any sort, including physical and mental illness, food poverty, extreme financial difficulties, and disabilities. We are dedicated to making a positive impact on the lives of those in need by offering personalized care packages and creating respite areas in local hospitals to ease the burden of patients and their caregivers.

At the core of our organization is the belief that every individual deserves dignity and care during challenging times. We understand that crises can strike unexpectedly, leaving people vulnerable and in urgent need of assistance.

02

Case Study

Case Study 1: Emma's Journey to Empowerment

Emma, a 28-year-old woman facing a chronic illness that affected her ability to work, found support from Ozer Umagen. The charity provided personalized care,

including access to a hospital respite room and counseling for her mental health. Emma also received a food and entertainment package to ease her financial strain. With the charity's assistance, she experienced improved well-being, regained confidence, and found purpose through volunteering.

Case Study 2: The Smith Family's Path to Stability

The Smith family, led by single mother Sarah, struggled

due to rising living costs and Sarah's disability. Ozer Umagen intervened, providing comprehensive support,

including regular food packages and emotional assistance. With the charity's encouragement, Sarah explored new employment opportunities. The children experienced academic and emotional growth. Ozer Umagen's support led to stability, empowering the family toward financial independence.

These case studies showcase Ozer Umagen's impactful approach of providing material and emotional aid to vulnerable individuals and families, fostering empowerment through volunteering, and addressing rising living costs for those in need.

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OUR MISSION Empowering Lives, Enriching Communities

At Ozer Umagen, our mission is to provide essential assistance and support to vulnerable and disadvantaged individuals, helping them navigate crises and improve their lives by offering comprehensive aid, including material and emotional support. We are committed to aiding people facing various challenges, such as illness, mental health issues, disabilities, special needs, and poverty. Our focus is on enhancing well-being, empowering disadvantaged youth through volunteering, and tackling the impact of rising living costs. As a community-centric charity, we understand the unique needs of our beneficiaries and invite individuals, partners, and volunteers to join us in making a meaningful difference and building a brighter, more inclusive future for all.

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OUR VISION

At Ozer Umagen, our vision is to be a beacon of hope for vulnerable and disadvantaged individuals, guiding them through crises and empowering them to lead fulfilling lives. We are dedicated to supporting people facing various challenges, including illness, mental health issues, disabilities, special needs, and poverty. Our holistic approach revolves around providing material and emotional support to uplift beneficiaries' well-being and foster their overall prosperity.

1. Enhancing Physical and Emotional Wellbeing: Our vision centers on offering comprehensive support to improve the physical and emotional well-being of our beneficiaries.

2. Fostering Confidence and Resilience in Youth: We strongly believe in the potential of disadvantaged young people with learning disabilities or facing other challenges.

3. Addressing the Impact of Rising Living Costs: Our unwavering commitment to our beneficiaries extends to tackling the pressing issue of rising living costs.

PROGRAMS

Breakfast Packages:

Nourishing Individuals in Need

The program aims to provide essential food packages to financially vulnerable beneficiaries impacted by rising living costs. 600 packs will be delivered over 12 weeks, personalized through a preorder form, ensuring maximum benefit. Frequent surveys will ensure packages meet family needs, while disadvantaged youth will volunteer to support the project. The community-driven initiative operates on a voluntary basis, maximizing funding to help those in need.

Kits for Kids in Hospitals: Bringing Joy and Support

Ozer Umagen’s Kits for Kids initiative focuses on children in hospitals. These specially curated packages include food and entertainment items, bringing smiles to young faces and keeping them satiated and stimulated during their hospital stay. Generously funded by Awards for All, this program aims to provide not only essential items but also a sense of joy and support to children in their time of need.

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Crisis Support: Alleviating Financial Hardships

In response to the cost of living crisis, Ozer Umagen has taken proactive steps to support individuals and families facing extreme financial difficulty. We provide free weekly packages filled with essential foods and dry goods, alleviating the effects of this crisis and ensuring that no family goes hungry. Our crisis support program addresses immediate needs and acts as a lifeline for those grappling with financial challenges.

Hospital Respite Rooms:

Recognizing the importance of creating a comforting environment for patients and their families, we have established respite rooms in 10 hospitals across London and beyond. These rooms are fully stocked with refreshments, reading material, and cultural necessities to ease the hospital experience. Thanks to a generous grant from the Screwfix Foundation, we are currently working on refurbishing our heavily used room in Southend Hospital, further enhancing the respite experience for patients and their loved ones.

07

Volunteer Opportunities: Unlocking Potential

At Ozer Umagen, inclusivity lies at the heart of our volunteer program. Through collaboration with local special needs organizations, we have formed a dedicated group of learning disabled individuals who meet weekly to prepare packages. This fosters skills development, social connections, confidence, and an improved quality of life. Our passionate volunteers actively participate in packaging and organizing essential items, playing a crucial role in the success of our programs. By providing meaningful opportunities and an inclusive platform for growth, we are making a difference, one package at a time.

Trips: Creating Memorable Experiences, Enriching Lives

At Ozer Umagen, we believe in providing extraordinary opportunities for individuals facing extreme disadvantage, coming from underprivileged backgrounds. Our volunteer trips and recreational activities are specifically designed to offer them experiences that go beyond their circumstances, opening doors to new horizons and creating lasting memories. These remarkable outings allow our volunteers to develop new skills, forge meaningful connections, and embrace the joy of exploration. We are committed to empowering these individuals and ensuring that they have the chance to thrive and create their own remarkable journeys.

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ACTIVITIES

Crisis Support Workshops

Hospital Respite Food and Entertainment

Rooms Packages

Youth Empowerment Programs

Life Skills Training

Financial Education

Community Events and Outreach

Impact Sharing and Fundraising

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FEEDBACK

Ozer Umagen is a beacon of hope for the vulnerable. Their holistic approach and unwavering support transformed my life during a crisis. With their hospital respite rooms and personalized packages, I found strength and joy amidst challenges. Their vision for a brighter future inspired me to volunteer and make a positive impact. Join hands with Ozer Umagen, and together, let's change lives! - Paul

Ozer Umagen Report and Financial Statements For Year Ending 31 Jan 2023 Charity Number 1177689 (England & Wales)

Ozer Umagen Contents P<e t£gal and Administrative Infonnation Report of the Truslees Statement of Financial Activities Balance Sheet Noies forniing pan of the Balance Sheet Independent Examiner's Report

02er Umagen Trustees 15aak Kohn Isaac Lerner Yoscf Fricdcr F.phrayim Goldstein yeche7.kel Monheit Administation Address l O Rav Pinter Close London N165BF Charity Number 1177689 Banker5 Barclays Bank Pl.C Account No 43445267 Surt Code 20 76 90

Ozer Umagen Report of the Trusees The Trnstees present their annual Report and Financial statements of the Charity for the Year Ending 31 January 2023 The Trustees in office during the year were Mr Isaak Kohn, Mr Issak t£mer. Mr Yosef Frieder, Mr Ephrayim Goldstein and Mr Yechezkel Monheil. No Trnstee nor any person connected with them received any remuneration during the year. Status and Administration The Charity constituted by CIO dated on 26 March 2018 and was registered on 26 March 2018. Charitable Objects The Charity was set up for the Advancement of the Orthodox Jewish Faith and in particular but not exclusively for supporting users, carers and providers about the religious needs of such patients. and providing for the Religious needs of Jewish patients in hospitals or care homes etc. Also the Charity provides advice to staff. service users , carers and providers about the religious needs of such patient$. Reserves Policy The Trustees retain reserves as necessary and where appropriate, consolidate funds in Order to make more substantial grants which they feel to be appropriate. Responsibilities of the Trustees Charity Law requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the Charity as at the Balance sheet date. and of its incomin8 resources, including income and expenditure for the financial year. In preparing those financial statements the Trustees should follow best practice and. Select suitable accounting policies and apply them consislently Make judgements and estimates that are reasonable and prudent Follow applicable accounting standards and the Charities SORP 2008. disclosing and and explaininby any departures in the financial statements d. Prepare the financial statements on the going concem basis unless it is inappropriate to assume that the charity will continue in operation. The Trustees are responsible for maintaining proper accounting records which disclose with

reasonable accuracy at any time the ftnancial position of the charity, and to enable them as Trustees to ensure that the Financial Statements comply with Charity Law. The Trustees are a150 Tesponsible for safeguarding the chaTIty's assets and hence for taking reasonable steps for the detection of fraud and other irregularities. Board of "I"rustees The Members of the board are sei out in Page 2 Approved by the Truslees of Ozer Umagen 31 Novomber 2023 and signed on behalf of all of them Trustee Mr lsaak Kohn

Ozer Umagen Statement of Financial Activities for the Year Ending 31 January 2023 Unrestricted Funds Restricted Funds Note Total 2023 2023 2023 2022 Income and Expenditure Grants and Donations 740 Resources Expended Direct Charitable Expenditure Support Costs 9,571 2,149 22,5 32,071 2,149 141 543 Governance Costs 300 300 Total Resources Expended 685 Net Income ReseThes for Year 10,470 10,470 55 Balance Brouught Forward Balance Carrled Forward 202 202 147 10.672 10,672 202

Ozer Umagen BalAnce Sheet 31 JAnuAry 2023 2023 2022 Current A55ets C4¥h •t bank and ln ￿nd 10.972 202 Totsl Current A55rt5 202 Cr•dlto ruals Represented 8y Unrestrlcte<l Funds 8IF 147 Unrgstylcted Fund5 10.470 10,672 202 The Financial Statements were approved by the Trustees on 31 November 2023 And sigyned on its behalf by Isaak Kohn

Ozer Umagen Notes to the Accounls PrinLipal aLcountin¥ pulicie5 The accounts have been prepared under the historical cost convention in accordance with the Charities Act (Accounts and reports) 2005, and the Financial Reportin Standard for Smaller Entities (effective April 2008} and follow the recommendations in Accoiinting and Re￿)rting by ChAritie8.' Statemenl of Recornmended Practice {Issued October 21KI5 and revised May 2008} Cash Flow The accounts do not include a cash flow statement because the charity as a small reporting entity is exempt from the requirement to prepare such a ststement. Donations and Fund Accountin Donations and grants for activities restricted by donors are tsken to restricted funds if the wishes and conditions of the doTh)r are le8ally binding on the Trustees. Resources Ex ended Resources Expenda ￿ accounted foT on accrual basis. Certain expenditure is apportioned lo cost categyories based on estimated amount attributable to that a¢tivity in the Year. The ir￿0Ve￿ble element of VAT is included with the item of expense to which it relates. l ). Voluntary Income 2023 2022 44990 740

Ozer Umagen 2. Analysis of Total Resources Expended 2023 2023 2023 2022 2022 2022 Cost of Activitles in Furtherance of the Chariy's Objerts Unrestricted Restricted Funds Funds Total Unrestricted Restrirted Funds Funds Total Food Parcels 467 41 17,500 5000 17.967 5.041 Materials and Equipment Progect Management Total Cost of Furtherance of Charltable Oblects 9663 9.663 32,671 10,171 22,500 Support Costs Advertisin8 Office Costs Refreshments 517 288 517 288 228 228 141 141 Telephone Travellln8 Subsciptions Totsl Support Costs 219 219 315 315 525 1.549 525 1,549 684 Governance Costs Accountanry Fees Bank Char8es Total Governance Costs 3(Ll 300 300 300 Total Expendlture 12.020 22,500 34.520 685

Ozer Umagen Independent Examiners Report to the Trustees We report on the financial statements of Ozer Umagen for the Year Ending 31 January 2023 Respective Responsibilities ofTruslees and Reporting Accountanls The Trustees of the charity are responsible for the preparation of the accounts. and they consider the oiidil reqiiirernenl of section 144 of the Charities Act 2011 (The Act) does not apply It is our responsibiliry io state, on Ihe basis of Ihe procedures specified in the General DiieLtIOl)S bFiven by ilie Cliarity Coniinissioners under section 249 ofihe Aci, whether particular mallers have come lo our artention. BRSIS of Independent Examiners Report Our Examination was carried oul in accordance wilh the General Directions given by the Charity Commission An examination includes a review of the accoiinling records kept by Ihe charity and a oiiiparisoii of tlie accoui)Is preseiiled witli Iliose recoi'ds. li also iiicludes coiisideratioi? of any unusual iiems or disclosures in Ihe accounts. and seekinby explanations from you as Ihe trustees concerninb) any such maiters. These procedures provide only the assurance expressed in our opinion. The procedures underthkert do not provide all the evidence that would be required in an audii and consequently we do not exwess an audit opinion on the view given by ihe accounts. Opinion In our opinion, no matter has come 10 our attention: l ) Which gives us reasonable cause to believe that, in any material respect, the requirements a) To keep accounting record5 in accordance with section 130 of the acl, and b) To prepare accounts which accoid with the accounting records and to comply with the accounting requirements of the 2U I l Act have not been met; or 2) To which, in our opinion, attention should be drawn in order lo enable understanding of the accounts to be leached. Signed Date 31 November 2023 Reporting Examlner Naphiolie Padwa 39 Watermint (￿aY London N16 6DN