## The Adam Lewis Effect Foundation - #TALE 

Trustee’s Report 2[nd] October 2020 – 1[st] October 2021 




## Name: The Adam Lewis Effect Foundation CIO 

Charity Number: 1161819 

Registered Address: 41 Vincent Close, Old Hall, Warrington, WA5 8TA 

Chair: Mrs Kim Lewis 

Trustees: Mr Peter Lewis, Mr Neil Lewis, Miss Hannah Quirk, Mr Adam Hardman 

Aim & Purpose: 

THE ADVANCEMENT OF HEALTH AND THE SAVING OF LIVES BY SUPPORTING AND PROMOTING HEALTHY HEARTS IN ORDER TO AVOID OR PREVENT CARDIAC DEATH IN PEOPLE (IN PARTICULAR BUT NOT LIMITED TO THOSE UNDER 35 YEARS OF AGE) IN THE NORTH WEST OF ENGLAND AND, WHERE APPROPRIATE THROUGHOUT THE REST OF THE UNITED KINGDOM. 

Objects: 

- RAISING AWARENESS AND PROVIDING INFORMATON ON SUDDEN CARDIAC DEATH AND ON HEALTHY HEARTS; 

- PROVIDING THE MEANS TO IDENTIFY CARDIAC PROBLEMS THROUGH THE PROVISION OF APPROPRIATE MEDICAL SCREENING AND TESTING; 

- PROVIDING EQUIPMENT AND TRAINING TO ORGANISATIONS INCLUDING, BUT NOT LIMITED TO, DEFIBRILLATOR UNITS; 

- BY PROVIDING SUCH OTHER SUPPORT AND BY SUCH OTHER CHARITABLE MEANS AS THE TRUSTEES DEEM FIT WITH THE AIM OF IMPROVING CARDIAC HEALTH IN PEOPLE OR REDUCING SUDDEN CARDIAC DEATH FOR THE PUBLIC BENEFIT. 




## **Activity Summary** 

## **Infrastructure and Affiliations** 

We continue to work hard to maintain the right infrastructure to engage with an audience to support us. In the last 12 months, our Facebook community has increased by 5%. We have continued to maximise our strong affiliation with Cardiac Risk in the Young – another charity with similar aims to ours. We continue to maintain our established partnership that enables us to host heart screening days, with the screening completed by CRYs screening team. This partnership has enabled us to fund and carry out screening without having to invest in our own equipment and staff. During this financial period, over 97% of our spend has been on funding Heart Screening, with the remaining less than 3% of our spend being on our Just Giving subscription as our main donation service. 

We have maintained strong affiliations with a number of local businesses in and around Warrington, including Unilever, Leigh East ARLFC, Asda, David Lloyd, PS2 Digital, Burtonwood Community Centre, Swagelock, Solvay Interox and M&S Warrington. We have also benefited from establishing our Amazon Smile and Facebook Giving donation services. All of these organisations have made donations, enquired about or held screening and supported our cause in some way. 

The COVID-19 pandemic has affected our fundraising targets, however we are fortunate that as our operating costs are so low, we have been able to continue to trade. We are also fortunate that our pre-booked and pre-paid for Heart Screening events have been postponed and no invested funds have been lost, so screening events carried out in 2021/2022 will be funded by carried-over funds from this year. The pandemic has hindered our efforts to carry out screening and fundraise, but we have been fortunate to have not lost any invested funds. 

## **Donations & Fundraising** 

We have received many generous donations, plus our affiliations with Amazon Smile and Facebook Giving have yielded disbursements. In total we have raised £8,181 in donations (down by £12,941 since last year), which was added to our starting balance of £11,911, despite over 8 months of the year being affected by lockdowns due to the COVID19 pandemic. 

## **Charitable Funding** 

We have continued to invest funds raised by providing free heart screening days in and around Warrington and the North West. All screening is purchased from Cardiac Risk in the Young, by making donations directly to their ‘Adam Lewis Memorial Fund’ at a cost of £50 per head. 

- Credited to CRY AMF 

   - £10,739 (for screenings booked 2021 – 202) 

   - 0 screening Days delivered (all carried over to 2021/2022) 

   - NB – 4 screening dates booked and paid for last year were postpones due to the COVID-19 Pandemic 

## **Investments** 

We continue to operate with maximum efficiency, dedicated to spending as much of our raised funds on Heart Screening as possible. We’re proud to say that this year over 97 pence of every £1 spent has funded heart screening. 

- Infrastructure 

   - Just Giving Subscriptions - £198 




## **Accounts Summary** 

Opening Balance £11,911.25 Total Received £8,181.18 Total Spend £10,955.42 Closing Balance £7,457.00 

## **Future Plans** 

We have a number of future plans, including: 

- Funding of Heart Screening Days 

   - 6 currently booked in for 2021/2022 

- The launch of our Website is still pending 

   - Including our web-store, selling apparel, wrist bands, car stickers etc. 

- The Afternoon Tea Initiative 

   - THIS INITIATIVE IS CURRENTLY ON HOLD DUE TO THE COVID-19 PANDEMIC 

- Continuation of Fundraising 

   - PUBLIC FUNDRAISING WILL COMMENCE AGAIN IN 2022 

   - We continue to drive fundraising through local business donations, Community donations, Facebook Giving, Just Giving and Amazon Smile. 

- New relationships to cultivate 

   - The Cat FM Radio 

   - Warrington Business Exchange 

   - Warrington Schools 

   - The People and Community of Holmes Chapel 

## **Summary** 

We are really proud to have built on the great work done in our fourth year to raise funds to have now benefited over 2700 young people, whilst still keeping costs to a minimum, all of which have set us up for success in starting to achieve our goals. Our plans are simply more of the same. We are eager to return to our fundraising target of £25,000 per year as the sector begins to open up again in the wake of the pandemic. 



THE ADAM LEWIS EFFECT FOUNDATION CIO ANNUAL ACCOUNTS 02.10.20 - 01.10.21 

|**DATE**|**TRANSACTION**|**INCOMING**|**OUTGOING**|**BALANCE**|**WHAT?**|
|---|---|---|---|---|---|
|**02/10/2020 **|**STARTING BALANCE**|||**£11,911.25**||
|16/10/2020|Invoice||£739.42|£11,171.83|CRY ScreeningFee|
|24/10/2020|Donation|£4.75||£11,929.25|Just Giving|
|26/10/2020|Donation||18.00|£11,893.25|Just GivingFee|
|03/11/2020|Donation|£117.32||£11,911.25|Just Giving|
|06/11/2020|Donation|£2,315.36||£11,911.25|Personal Donation|
|11/11/2020|Donation|£28.50||£11,939.75|Just Giving|
|11/11/2020|Donation|£23.66||£11,963.41|Personal Donation|
|25/11/2020|Invoice||18.00|£11,945.41|Just GivingFee|
|15/12/2020|Donation|£30.00||£11,975.41|Personal Donation|
|22/12/2020|Donation|£4.75||£11,980.16|Just Giving|
|24/12/2020|Donation|£19.42||£11,999.58|Just Giving|
|25/12/2020|Invoice||18.00|£11,981.58|Just GivingFee|
|01/01/2021|Donation|£50.00||£12,031.58|Personal Donation|
|25/01/2021|Donation||18.00|£12,013.58|JustGiving|
|25/01/2021|Donation|£280.00||£12,293.58|Personal Donation|
|27/01/2021|Donation|£100.00||£12,393.58|Personal Donation|
|03/02/2021|Donation|£11.87||£12,405.45|Just Giving|
|11/02/2021|Donation|£39.01||£12,444.46|Amazon Smile Disbursement|
|13/02/2021|Donation|£100.00||£12,544.46|Personal Donation|
|17/02/2021|Donation|£50.00||£12,594.46|Personal Donation|
|22/02/2021|Donation|£256.24||£12,850.70|Facebook GivingDisbursement|
|25/02/2021|Invoice||18.00|£12,832.70|Just GivingFee|
|28/02/2021|Invoice CRY||10000.00|£2,832.70|CRY ScreeningFee|
|02/03/2021|Donation|£48.85||£2,881.55|Just Giving|
|04/03/2021|Donation|£410.00||£3,291.55|Facebook GivingDisbursement|
|25/03/2021|Invoice||18.00|£3,273.55|Just GivingFee|
|30/03/2021|Donation|£29.03||£3,302.58|Just Giving|
|01/04/2021|Donation|£2.37||£3,304.95|Just Giving|
|25/04/2021|Invoice||18.00|£3,286.95|Just GivingFee|
|11/05/2021|Donation|£357.20||£3,644.15|Personal Donation|
|24/05/2021|Donation|£44.68||£3,688.83|Amazon Smile Disbursement|
|25/05/2021|Invoice||18.00|£3,670.83|Just GivingFee|
|26/06/2021|Invoice||18.00|£3,652.83|Just GivingFee|
|22/07/2021|Donation|£300.00||£3,952.83|Facebook GivingDisbursement|
|22/07/2021|Invoice||18.00|£3,934.83|Just GivingFee|
|26/07/2021|Donation|£121.22||£4,056.05|Just Giving|
|03/08/2021|Donation|£273.68||£4,329.73|Just Giving|
|04/08/2021|Donation|£30.87||£4,360.60|Just Giving|
|16/08/2021|Donation|£500.00||£4,860.60|Personal Donation|
|17/08/2021|Donation|£47.93||£4,908.53|Amazon Smile Disbursement|
|17/08/2021|Donation|£7.12||£4,915.65|Just Giving|
|17/08/2021|Donation|£66.49||£4,982.14|Just Giving|
|24/08/2021|Donation|£77.68||£5,059.82|Just Giving|
|25/08/2021|Donation||18.00|£5,041.82|Just GivingFee|
|25/08/2021|Donation|£1,003.73||£6,045.55|Facebook GivingDisbursement|
|31/08/2021|Donation|£7.12||£6,052.67|Just Giving|
|31/08/2021|Donation|£1,180.00||£7,232.67|Personal Donation|
|10/09/2021|Donation|£158.05||£7,390.72|Facebook GivingDisbursement|
|21/09/2021|Donation|£67.67||£7,458.39|Just Giving|
|27/09/2021|Invoice||18.00|£7,440.39|Just GivingFee|
|29/09/2021|Donation|£16.61||£7,457.00|Just Giving|
|**01/10/2021 **|**CLOSING BALANCE**|**8181.18**|**£10,955.42**|**£7,457.00**||