## 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:
- 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. 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:
- 16.03.24 (Burtonwood Community Centre)
- 17.03.24 (Burtonwood Community Centre)
- 29.06.24 (Great Sankey Neighbourhood Hub)
- 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.
- Catering for a Fundraising event - £2,625.00
- 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:
- Funding of Heart Screening Days
- 4 currently booked in for 2024/2025
- Continuation of Fundraising
- We continue to drive fundraising through local business donations, fundraising events, Community donations, Facebook Giving, Just Giving and Amazon Smile.
- 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|DGriffiths|
||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|Just Giving
BalanceforCartering
Just Giving
Just Giving
Just Giving
Just Giving
BurtonwoodEvent|
||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||