Finance Score: 1

Governance Score: -11

Support Score: 5

Poor Liquidity: -1
Good Reserves: +1Multiple Deficits: -2
Fundraising costs low: +3

Only 4 Trustees: -1
Narrow trustee age band: -2
Very static board: -5
All male board: -3

Overall weighted support: +5

Overall GiG Score: -5

EZRA UMARPEH LIMITED

(1) to relieve poverty, sickness and distress in particular; (2) Providing medical equipment; (3) Providing facilities in hospitals; and (4) Providing patient transport to and from hospitals.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
Spending has increased over the last 3 years relative to the previous period
Fundraising costs are low relative to funds raised

Regulatory & Governance issues to consider:

Why are there only 4 trustees?
Why is the Board completely male?
Why is the Board composition very static and has little diversity in terms of age?

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£628	£791	£-162	£57	£893	£793	12	16	118
31/03/22	*	£392	£601	£-209	n/a	n/a	n/a	n/a	n/a	n/a
31/03/21		£1,051	£589	£462	£117	£1,264	£1,257	25.6	11	193
31/03/20		£580	£562	£18	£31	£802	£761	16.2	13	0
31/03/19		£692	£615	£77	£152	£784	£758	14.8	13	184
31/03/18		£492	£467	£25	n/a	n/a	n/a	n/a	n/a	n/a
31/03/17		£595	£601	£-6	£48	£682	£643	12.8	15	0
31/03/16	*	£1,016	£596	£421	£103	£689	£615	12.4	13	0
31/03/15		£454	£434	£20	n/a	n/a	n/a	n/a	n/a	n/a
31/03/14	*	£458	£427	£31	n/a	n/a	n/a	n/a	n/a	n/a
31/03/13		£315	£300	£15	n/a	n/a	n/a	n/a	n/a	n/a
31/03/12	*	£278	£307	£-29	n/a	n/a	n/a	n/a	n/a	n/a
31/03/11	*	£287	£165	£122	n/a	n/a	n/a	n/a	n/a	n/a
31/03/10		£191	£149	£42	n/a	n/a	n/a	n/a	n/a	n/a
31/03/09		£92	£100	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/08	*	£64	£73	£-8	n/a	n/a	n/a	n/a	n/a	n/a
31/03/07	*	£95	£70	£25	n/a	n/a	n/a	n/a	n/a	n/a
31/03/06		£74	£101	£-26	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£59	£59	£0	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£48	£22	£27	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 9.1%
Fundraising Costs/Total Spending: 7.2%
Highest pay band: Less than £60,000
Liabilities/Assets: 16%
Liabilities/Income: 27%
Unrestricted Funds/Total Funds: 89%
Reserves/Spending: 12 months
Net Current Assets/Spending: -2 months
Quick Ratio: 0.1

Asset Split ?

Balance Sheet History

Established: 24 years

www.ezra-umarpeh.com

admin@ezra-umarpeh.com

02082117999

Charity Commission for England and Wales

Listed activities

The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Other welfare services

How it operates

Makes grants to individuals
Makes grants to organisations
Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

City Bridge Trust	£146,100
CAF	£10,000
DCMS	£9,995
National Lottery Community Fund	£9,850

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - A Breath of Fresh Air
£9,850	04/02/2022	The funding will be used to establish a section of medical equipment for the relief and management of allergic conditions in children and young people. The project aims to support children and young people and their families by providing and ....more The funding will be used to establish a section of medical equipment for the relief and management of allergic conditions in children and young people. The project aims to support children and young people and their families by providing and delivering packs to support them with healthcare issues.
City Bridge Trust - Grant to Ezra Umarpeh
£136,100	17/09/2020 60	£136,100 over five years (£25,600; £24,400; £24,500; £30,750; £30,850) towards the salary of a Home Equipment Delivery Technician (20 hpw), training, and vehicle operation costs.
DCMS - Coronavirus Community Support Fund
£9,995	07/07/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
City Bridge Trust - Grant to Ezra Umarpeh
£10,000	15/05/2020	A grant of £10,000 to fund the essential and urgent costs outlined in the application, so that the organisation can carry on providing support to Londoners.
CAF - Grant to Ezra Umarpeh Ltd
£10,000	30/04/2020 3	Grant to Ezra Umarpeh Ltd to support the organisation through COVID19
National Lottery Community Fund - Home Equipment Delivery Service
£9,900	27/06/2019 12	The funding will be used to purchase a van to deliver assistive equipment to people living with health problems in the local area. The project aims to reduce costs for people who require assistive support at home by delivering the equipment to them.
National Lottery Community Fund - Creating a Volunteer Hub
£10,000	04/06/2018 12	The funding will be used to create a volunteer hub. The project aims to enhance the group's service delivery that supports people from the Jewish community who are experiencing instances of ill health.
National Lottery Community Fund - Assistive Technology Pilot Project
£10,000	22/02/2017 12	This project will purchase new assistive medical technology that will support the needs of people with limited movement or communication problems, improving the support available.
National Lottery Community Fund - Celebrating Ezra Umarpeh's Community Volunteers
£10,000	25/08/2016 12	The organisation will use the funding to host a volunteer dinner. This will enable the organisation to introduce their volunteers to each other, provide support for their work, and celebrate their contribution to the community. Some volunteers work ....more The organisation will use the funding to host a volunteer dinner. This will enable the organisation to introduce their volunteers to each other, provide support for their work, and celebrate their contribution to the community. Some volunteers work in isolation and others are not aware of the full spectrum of services the organisation offers. This is an opportunity for the organisation to bring all of their volunteers together. Staff, trustees and some service users will also be able to attend.
London Catalyst - Ezra Umarpeh - 1
£3,000	23/10/2012	Support for volunteers development and training for medical equipment loan scheme and respite rooms service

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 56-72

ISRAEL SANDERS Appointed: 2003, Occupation: Manager

JACOB M GROSSKOPF Appointed: 2003, Occupation: Director

JOSEPH OSTREICHER Appointed: 2003, Occupation: Fund Raiser

RABBI NATHAN BENJAMIN ECKSTEIN Appointed: 1999, Occupation: Company Director

Legal constitution

Charitable company registered in England & Wales on 19/06/2000, number: 1081176
Registered at Companies House on 16/03/1999, number: 03733589

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR22: 6 days late, AR16: 1 days late, AR14: 1 days late, AR12: 2 days late, AR11: 2 days late, AR08: 5 days late, AR07: 262 days late, AR05: 57 days late, AR04: 29 days late,

Main office

EZRA UMARPEH LTD
16 MANOR ROAD
LONDON
N16 5SA

Objectives

(1) TO RELIEVE POVERTY, SICKNESS AND DISTRESS IN PARTICULAR BUT NOT EXCLUSIVELY BY THE PROVISION OF EQUIPMENT AND FACILITIES IN HOSPITALS;(2) THE ADVANCEMENT OF THE JEWISH FAITH.

Defined Area of Benefit:

NOT DEFINED

Data Sources

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