Finance Score: -2

Governance Score: -6

Support Score: 4

Multiple Deficits: -2
No PartB

Very static board: -5
Mainly male board: -1

Large volunteers +3
Overall weighted support: +1

Overall GiG Score: -4

THE ADAM LEWIS EFFECT FOUNDATION

Raising awareness of Sudden Arrhythmic Death Syndrome, and raising funds to support awareness-raising and to fund vital heart-screening for people aged 14 - 35 across the UK.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker

Regulatory & Governance issues to consider:

The Board is predominantly male
The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
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
01/10/23		£16	£20	£-4	n/a	n/a	n/a	n/a	n/a	n/a
01/10/22	*	£12	£2	£9	n/a	n/a	n/a	n/a	n/a	n/a
01/10/21		£8	£11	£-3	n/a	n/a	n/a	n/a	n/a	n/a
01/10/20		£21	£25	£-4	n/a	n/a	n/a	n/a	n/a	n/a
01/10/19		£19	£13	£6	n/a	n/a	n/a	n/a	n/a	n/a
01/10/18	*	£16	£10	£5	n/a	n/a	n/a	n/a	n/a	n/a
01/10/17		£26	£38	£-13	n/a	n/a	n/a	n/a	n/a	n/a
01/10/16		£18	£0	£17	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Established: 9 years

www.facebook.com/theadamlewiseffect

theadamlewiseffect@gmail.com

01925574978

Charity Commission for England and Wales

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Philanthropic intermediaries and voluntarism promotion

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People

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.

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to The Adam Lewis Effect
£3,641	24/10/2020	We provide screenings which detect people at risk from Sudden Arrhythmic Death Syndrome (SADS).

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

ADAM DAVID HARDMAN Appointed: 2015

HANNAH REBECCA HOLLY QUIRK Appointed: 2015

KIM LEWIS (Chair) Appointed: 2015

NEIL PETER LEWIS GDIP Appointed: 2015

PETER DAVID LEWIS Appointed: 2015

Legal constitution

Charity registered in England & Wales on 26/05/2015, number: 1161819

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Internal charity financial controls policy and procedures
Investing charity funds policy and procedures
Safeguarding policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

8 returns made; AR22: 3 days late, AR18: 17 days late,

Main office

41 VINCENT CLOSE
OLD HALL
WARRINGTON
WA5 8TA

Objectives

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, BY: - 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; AND- 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.

Defined Area of Benefit:

NATIONAL