The Adam Lewis Effect Foundation - #TALE
Trustee’s Report 2[nd] October 2023 – 1[st] October 2024
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:
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RAISING AWARENESS AND PROVIDING INFORMATON ON SUDDEN CARDIAC DEATH AND ON HEALTHY HEARTS;
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PROVIDING THE MEANS TO IDENTIFY CARDIAC PROBLEMS THROUGH THE PROVISION OF APPROPRIATE MEDICAL SCREENING AND TESTING;
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PROVIDING EQUIPMENT AND TRAINING TO ORGANISATIONS INCLUDING, BUT NOT LIMITED TO, DEFIBRILLATOR UNITS;
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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. 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. However, economic pressures have meant that the cost of screening events has now increased, meaning that we need to raise more funds in order to provide the same level of support. During this financial period, over 91% of our spend has been on funding Heart Screening, with the remaining less than 9% of our spend being on our Just Giving subscription and some small investments made in setting up fundraising events.
The cost of screening events has increased exponentially over the last few years. Originally charged at £3500, the cost has gradually doubled – each event now costs us £7000.
We have maintained strong affiliations with a number of local businesses in and around Warrington, including Unilever, Leigh East ARLFC, the Parish of Holmes Chapel, Asda, David Lloyd, PS2 Digital, Burtonwood Community Centre, Swagelock, Solvay Interox, M&S Warrington and a new alliance with Venturi Cardiology, a private heart clinic in Warrington. We have also benefited from 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.
This period we have also benefited from a National Lottery Awards for All grant of £19,500, which will fund 3 heart screening events in the next period (Oct ‘24 – Oct ‘25).
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 £22,959 in donations, Fundraising Activity and Grants, which was added to our starting balance of £14,952. This is also a 39% increase in fundraising from the previous year, demonstrating steady growth.
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 £65 - £70 per head. This year we donated a total of £29,500 to the Memorial Fund. Heart screening events carried out:
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16.03.24 (Burtonwood Community Centre)
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17.03.24 (Burtonwood Community Centre)
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29.06.24 (Great Sankey Neighbourhood Hub)
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30.06.24 (Great Sankey Neighbourhood Hub)
All funding paid to Cardiac Risk in the Young this year is to secure heart screening days in the next financial year, of which 4 events have been booked.
Investments
We continue to operate with maximum efficiency, dedicated to spending as much of our raised funds on Heart Screening as possible. This year, we invested around 8.6% of our raised funds back into fundraising activity and operational costs, meaning that over 91p of every £1 raised will be spent on proving Heart Screening events within our community.
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Catering for a Fundraising event - £2,625.00
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Just Giving Subscriptions - £162
Accounts Summary
Opening Balance £14,952.00 Total Received £22,959.00 Total Spend £32,288.00 Closing Balance £5,623.00
Future Plans
We have a number of future plans, including:
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Funding of Heart Screening Days
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4 currently booked in for 2024/2025
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Continuation of Fundraising
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We continue to drive fundraising through local business donations, fundraising events, Community donations, Facebook Giving, Just Giving and Amazon Smile.
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We plan to apply for a further TNL Awards for All in 2026 and Virgin Unite in 2026 to support our fundraising for screening efforts.
Summary
We are really proud to have built on the great work done in our seventh year to raise funds to have now benefited over 4000 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 continue re-building towards our annual fundraising target of £28,000 per year so that we may continue to offer a minimum of 4 screening events per year.
| onth | Date | Source | lncome | Expend | Balance | lnformation | |
|---|---|---|---|---|---|---|---|
| Oct-2304/1012023Donation LGIlO/2O23EventFR 23/L012023Donation 24/L012023Donation |
1,1.87 656.65 249.91, 51.88 |
1,4,964 15,621. L5,870 1.5,922 |
Just Giving GardenParty Just Giving Face Book |
||||
| 25/ 10/2023lnvoice/Fee 25/10/2023Donation Nov-2301/11,12023 Donation Dec-2304/1212023Donation 06/L2/2023Donation |
37.98 51.51 L9.42 1,000 |
18 | 15,904 L5,942 1.5,994 16,013 17,013 |
Just Giving Just Giving Just Giving Just Giving BurtonwoodBeerFest |
|||
| 1,1,/L2/2023 | Donation | 5,000 | 72,0L3 | Keith Stocker | |||
| L2/1212023 L2/12/2023 |
Donation Donation |
4.75 5 |
22,019 22,023 |
Just Giving KLewis |
|||
| 13/1212023 | Donation | 235 | 22,258 | PenkethPanthers | |||
| L4/L2/2023 | Donation | 2 | 22,260 | Evalon | |||
| 15/12/2023 | Donation | 50 | 22,31"0 | PenkethPanthers | |||
| Jan-24 | 27/12/2023 2711212023 O9lO1,/2024 18lAU2O24 |
lnvoice/Fee Donation Donation lnvoice/Fee |
19.42 4.75 |
0.@ 18 |
22,292 22,311 22,31.6 22,316 |
Just Giving JustGiving JustGiving Avalon |
|
| L9/01,/2024 | tickets | L75 | 22,497 | KLewis | |||
| 20/Ot/2024 | tickets | L75 | 22,666 | JEvans | |||
| 2t/oL/2O24 | tickets | 350 | 23,0L6 | PCarroll | |||
| 24/Ot/2024 24/O1,/2024 |
tickets tickets |
70 775 |
23,086 23,261. |
GHughes KLewis |
|||
| 25/Ot/2024 | Invoice/Fee | 18 | 23,243 | JustGiving | |||
| 261O1,/2024 | Tickets | 35 | 23,278 | GBoyd | |||
| 3O/OL | 2O24 | Tickets | 140 | 23,418 | |||
| Le/ou2024 | 2A | 23,438 | Donation | ||||
| Feb-24 | 02/02/2074 | Payment | 3s0 | 23,789 | TicketSales | ||
| O5lO2/2024 | Payment | 490 | 24,278 | TicketSales | |||
| 06/02/2024 0710212024 24/02/2024 |
Donation Donation Payment |
L?-.87 498.7L 385 |
24,290 24,789 25,174 |
JustGiving JustGiving TicketSales |
|||
| Mar-24 | 27/02/2024 28/02/2024 O4 |
B/2A24 07/O3/2024 LLl03/2024 12/03/2024 13/03/2024 |
Donation lnvoice Donation Donation Donation Donation Donation |
104.s 9.61 7A 107.31 2.37 2038 |
2625 | 25,278 22,653 22,663 22,733 22,840 22,842 24,880 |
|
| L9/0312024Donation 20/03/2074ScreeningCost |
37.99 | 10000 | 24,978 !4,9L8 |
Just Giving CRY |
|||
| 2s/A312024 | Raffle | 400 | 15,318 | Raffle | |||
| 25/03/2024 26/0312024 |
Invoice/Fee Donation |
131.43 | 18 | 15,300 15,432 |
Just Giving Just Giving |
| 26103/2024 | Fund Raiser | 68s | 16,L77 | Raffle | ||
|---|---|---|---|---|---|---|
| Apr-24 | 02/a412024 o2l04/2024 |
Donation Donation |
19.42 20.18 |
16,136 16,156 |
JustGiving Just Giving |
|
| lOl04/2024 | Donation | 4.75 | 1.6,L61_ | Just Giving | ||
| L6/04/2024 | Donation | 68.27 | 16,230 | Just Giving | ||
| L8/04/2024 | lnvoice/Fee | L.23 | L6,228 | Avilon | ||
| 19/04/2024 | Grant | L9500 | 35,728 | LotteryFunding | ||
| 20/O412024 | Donation | 2540 | 38,268 | Keith Stocker | ||
| 22/04/2024 | Donation | 68.27 | 38,337 | Just Giving | ||
| 2s/a4/2024 | lnvoice/Fee | 18 | 38,319 | Just Giving | ||
| 2s/a412024 | ScreeningCost | 10000 | 28,319 | CRY | ||
| 26/A412024 30/O4l2OZ4 |
ScreeningCost Donation |
2L.37 | 9500 | 18,819 18,840 |
CRY Just Giving |
|
| 30/04/2024 | Donation | 116.31 | 18,956 | Just Giving | ||
| May-24 | 01/osl2a24 a8losl2024 |
Donation Donation |
24 13.06 |
18,980 18,993 |
Just Giving Just Giving |
|
| B/As/2024 | Donation | 386 | L9,379 | Just Giving | ||
| 2LlOsl2024 | Donation | 93.81 | 19,473 | Just Giving | ||
| 28/Osl7A24 | lnvoicefFee | L8 | 19,455 | Just Giving | ||
| 29lOs/2024 | Donation | 395.3 | 19,850 | JustGiving | ||
| Jun-24 | 01/06/2024 03/0612024 |
Donation Donation |
LLs.L7 97.3 |
19,965 20,063 |
JustGiving justGiving |
|
| Jul-24 | 03/07/2024 | Donation | LO3.27 | 20,166 | Just Giving | |
| 08/0712024 | Donation | 58.66 | 20,225 | Just Giving | ||
| 10107/2024 | Donation | 18.98 | 20,244 | Just Giving | ||
| L5/0712024 | Donation | L4.25 | 20,258 | Just Giving | ||
| 2sla7/2024 | lnvoice/Fee | 18 | 20,240 | Just Giving | ||
| 2910712024 | Donation | 92'.79 | 20,333 | Just Giving | ||
| Aug-24 | 06lo8l2024 27/08/2024 |
Donation lnvoice/Fee |
L4.25 | 18 | 20,347 2A329 |
Just Giving Just Giving |
| Sep-24 | 73/09/2024 2s/os/2024 |
Donation lnvoice/Fee |
250 | 18 | 20,57E 20,561 |
MasonicLodge Just Giving |
| 06/08/2024 | Donation | t4.25 | 20,575 | Just Giving | ||
| 37911.33 | 32288.27 | s623.06 |