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Energy Heroes
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## Aim
To enable school communities to become models of Energy Efficiency & become the national leader for Educational Energy Saving programmes in schools.
## Objectives:
- To improve data handling and problem solving skills for pupils in Year 5.
- To empower energy users to reduce their fuel bills.
- To encourage a responsible attitude and desire for low carbon living.
- To help communities understand the benefits of reducing CO2 emissions.
- To empower energy users to reduce their fuel bills.
1
||**Contents**|
|---|---|
|1.|Executive summary ............................................................................................................ 3|
|2.|Administrative details ........................................................................................................ 3|
|3.|Objectives and activities .................................................................................................... 4|
||3.1
Description of the purposes of the charity ................................................................. 4|
||3.2
The main activities ...................................................................................................... 5|
|4.|Achievements and performance 2022- 2023 .................................................................... 6|
|5.|Planning for the next 5 years ............................................................................................. 7|
||5.1.1
Community Energy ............................................................................................... 7|
||5.1.2
Super Saver Schools ............................................................................................. 8|
||5.1.3
‘Energy Heroes!’ Teach ....................................................................................... 8|
|6.|Financial review ............................................................................................................... 10|
||6.1
Reserves .................................................................................................................... 10|
||6.2
Principal sources of funding and outgoings .............................................................. 10|
||6.3
Outgoings .................................................................................................................. 10|
||6.4
Remuneration of Trustees ........................................................................................ 10|
||6.5
Financial Status.......................................................................................................... 10|
||6.6
Budget over the 5-year period .................................................................................. 10|
||6.7
Statutory Statements on Liabilities ........................................................................... 11|
|7.|Structure, governance and management ........................................................................ 11|
||7.1
Type of Governing Document ................................................................................... 11|
||7.2
Charitable Objects ..................................................................................................... 11|
||7.3
Statement by Charity Trustees .................................................................................. 11|
||7.4
Our Trustees .............................................................................................................. 12|
||7.1
Our Team ................................................................................................................... 12|
|8.|Statement of Financial Activity ........................................................................................ 12|
||8.1
Responsibilities and Basis of the Report ................................................................... 12|
||8.2
Independent Examiner’s Statement ......................................................................... 12|
|9.|Approval of the Board of Trustees ................................................................................... 12|
_2_
Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2023
## **1. Executive summary**
Building on an initial Department of Energy and Climate Change funded pilot in 2013 in 2 York Schools, we have since developed the programme to reach over 250 schools and 60,000 homes across the UK. Most of these schools have been in the Northeast of England through funding from Northern PowerGrid. The programme has reached national acclaim through a recent award from Community Energy England and through our partnership with Transforming Our World.
The time is right to capitalise on the momentum that has been gained over the past 10 years and become a Charity with a Board of Trustees to guide and advise and we are setting out our plans to expand the programme to reach and empower more pupils.
The Climate Crisis is becoming an increasingly big concern for educators as they grapple with strategies to support students becoming energy literate and agents of sustainable change. At the same time, the energy crisis is having a direct impact on school budgets and activities with school leaders feeling il-equipped to make savings in their energy use.
This year has been a significant year for the Energy Heroes programme, with 10 years of delivery under our belt and an award to recognise the ongoing benefits we provide in reaching, engaging and empowering pupils to deliver impactful change,
## **2. Administrative details**
Charity name: Energy Heroes Charity Registration number: 1200378 Principal address: 53 Ashley Road, Altrincham, WA14 2DP Charity Trustees: Kate Gilmartin, Mark Pendry, Hugh Goulbourne, Amy Shaffery, Mike Gilmartin Charity incorporation date: 15 September 2022: CIO: Foundation model constitution Bank: Unity Bank Online
_3_
Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2023
## **3. Objectives and activities**
## **3.1 Description of the purposes of the charity**
‘Energy Heroes’ is a practically engaging programme teaching children to be ‘energy literate’, a lifelong skill that is the first step in them having energy awareness which is key in tackling the problems of:
- energy efficiency,
- fuel poverty alleviation and
- the challenges of climate change.
## By **educating our children** we can create lasting **behaviour change** in energy
conservation in the same way recycling has become a new social norm in the last 20 years. The programme tackles the following issues.
- _1) Training children to be energy champions within their households and wider communities:_
- a) **Reduce the risk of fuel poverty** by providing communities with the knowledge that enables them to develop new and improved skills and behaviours that save energy and the related costs.
- _2) Assist teachers to use real data within the context of energy and climate change:_
- b) **Raise standards in mathematics** by providing schools with teaching and learning materials that enable them to teach a series of maths lessons that involve the use of real and purposeful data related to energy and climate change.
- c) **Teach children about energy conservation and the benefits of using renewable sources of energy** by providing teachers with relevant teaching and learning materials.
- d) **Tackle climate change** by engaging the whole school community in a comprehensive, fully interactive programme of events and activities.
- 3) _Assist schools to attain wider opportunities related to energy and climate change_ :
- a) **Provide continued professional development for teachers** by modelling a programme of learning that involves the use of data that is immediately relevant to pupils, demonstrate strategies that promote critical thinking and empowers pupils to ‘teach’ in their community. Improves teachers’ subject knowledge of energy and climate change.
- b) **Provide opportunities for community energy groups to engage with their local community** through the participation in a structured programme that offers an opportunity for evaluation of impact and the capacity to reach a wider audience.
- c) **Promote community cohesion** by providing a programme that enables communities to work together to reduce fuel costs and share learning about energy and climate change.
- d) **Save on energy costs** by undertaking a school energy audit and creating an energy efficiency action plan.
_4_
Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2023
## **3.2 The main activities**
The following activities were undertaken to meet our objectives and further our charitable purposes for the public benefit.
The ‘ **Energy Heroes!’** programme was delivered across 30 schools in the Yorkshire and Humber region over the school year 2022 – 2023.
- We l visit schools to teach the first of 6 **‘Energy Heroes!’ maths lessons** to year 5 pupils (teach), deepening their knowledge and understanding of the Climate Crisis.
- • Each Year 5 Class teachers were provided with an **‘Energy Heroes!’ Teacher’s Guide (teach)** to delivering 5 further maths lesson. This guide was accompanied by our goody-bag of information and motivational tools such as T-Shirts stickers, pencils, fridge magnets, class thermometers and posters.
- Year 5 pupils were provided with **5 ‘Energy Heroes!’ Home Energy Challenges over a 6-week period** aimed at developing energy efficiency habits (activities) and 'teaching' other members of their family to do the same. These challenges are outlined in the **Teachers Guide.**
- We conducted an **‘Energy Heroes!’ energy audit** with a group of 6 - 8 pupils in each school, enabling a group of pupils to develop specific skills in relation to collecting data about energy use. From this audit, the school was provided with an **‘Energy Heroes!’ Energy Saving Action Plan.** The Action plan was accompanied by 6 posters that describe various outcomes of the energy audit to be used for an **‘Energy Heroes!’** ‘instant display’ somewhere in the school.
- We delivered an **‘Energy Heroes!’ whole school assembly (engage)** , providing energy efficiency information to all teachers and pupils and launched the **‘Energy Heroes!’** programme.
- We provided **‘Energy Heroes!’ energy saving leaflets (reach)** for all pupils in school and some energy saving information in relation to our visit for the school website/newsletter/social media.
- A proportion of schools took part in a continued programme of support through the delivery of 3 additional **Eco-Club** meetings, facilitated by our **‘Energy Heroes!’** Teacher to enable them to implement, and monitor the **Energy Saving Action Plans** in response to their **‘Energy Heroes!’** energy saving audit.
_5_
Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2023
## **4. Achievements and performance 2022- 2023**
|Activity|Deliverables|
|---|---|
|**Recruit and deliver in schools**
Recruit and deliver the Energy Heroes half day workshop in 30 schools in partnership with
NPG to target schools in areas of high deprivation.|Recruit 30 schools by January
2023.
Deliver to all school by July 2023.|
|**Develop interactive Energy Heroes App**
Working with**_Giki_**to develop an ‘Eco-living’ App for schools to record collective actions
aimed at learning to live more sustainably. This will enable us to track behaviour changes
and measure impact of the programme.|Giki is connected up to Energy
Heroes website.
All Schools inducted to use the
App.|
|**Redesign of Lesson Plans**
We will review and redesign the lesson plans to bring them more up to date with recent
energy data. We will design a more flexible series of lessons and learning activities to allow
teachers to choose from a number of opportunities to teach about energy.|Revised materials for lessons.|
|**Energy Heroes in the Media**
Develop a social media campaign aimed at informing school communities about the effects of
Climate Change, energy saving solutions and opportunities for engagement with community
energy activities. This campaign will aim to raise the profile of Energy Heroes enabling more
schools to have the opportunity to participate in the programme. The campaign will also be
an opportunity for partner organisations to promote their related activities and for Energy
Heroes to become increasingly familiar with resources that can support school communities
to develop their energy literacy.|Social media campaign developed
and monitored.|
|**Resource pack to support the programme**
Purchase stock to assemble 30 kits for schools to use to help them deliver the EH
programme including energy logbooks and a Teachers’ Guide Booklet.
(Kit includes: t-shirts; stickers; fridge magnets; pencils; classroom EH thermometers; energy
tags; pens; fabric EH bag; Y5 letters to parents.)|Resource packs assembled for 30
schools.|
|**Deliver Teacher Training**
In partnership with Giki and NPG, train teachers from 30 schools to deliver the Energy
Heroes Programme. This will be done via one of the following options for all schools: A group
webinar;Face toface group training session;1:1phone/zoomcall.|All schools receive training to
deliver the programme.|
|**Reaching communities**
**Community event**. Support 10 schools to run a community event to further engage families,
residents etc. Extra resources provided (kit) and physical support from EH team and/or NPG
to attend 10 events.
**Energy Heroes Hub Club**. Support 10 schools run a ‘hub club’ to plan and deliver an Energy
Saving campaign in the community. Support includes 3 extra visits to help set up and run the
club.|10 schools receive extra support
to run a Hub Club and Community
Event.|
|**Become a registered Charity**
To continue to develop our capabilities to pursue our purpose, we will register to become a
charity. This will mean we gain valuable benefits such as a formal board of Trustees and a
structure which promotes wider accountability.|Registered as a charity|
|**Monitor, evaluate and review.**
Ongoing monitoring of school recruitment; impact of programme on energy saving and
learning; effectiveness of materials. Develop case studies, ongoing feedback loops and
summative report of impact. Develop better tools to monitor impact on school communities.|Monthly meetings across the
whole team.
Report to funders in March 2022
and July 2023.|
_6_
Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2023
## **5. Planning for the next 5 years**
## **New Project Areas**
In addition to our core offer described above, we propose to develop the programme further in three areas:
- **Community Energy:** Working closely with community energy groups and the NPG Engagement officers.
- **Super Saver Schools:** Deep impact and measurement to explore and understand effectiveness and savings.
- **Energy Heroes Teach:** Creating a vibrant network of teachers who teach effectively about energy efficiency within and beyond the EH programme.
## _**5.1.1 Community Energy**_
We will work alongside **NPG Community liaison officers** and **local Community Energy Group Volunteers** to engage with groups of **schools** (geographically close if possible) who participate in the **‘** Energy Heroes!’ programme. This will deepen the impact of our core offer, taking community members in these schools from ‘reach’ to ‘engage’ and in some cases, ‘teach’.
This activity will support NPG Community liaison officers by providing links to communities through our Core Offer.
This activity will support our Core Offer by bringing in further community energy volunteers and community engagement expertise from NPG Community liaison officers.
We will work with NPG Community liaison officers and Community energy volunteers to develop their role within the Energy Heroes Programme, but we anticipate that activities will include **‘** Energy Heroes!’ Community Energy Events at the school, further school assemblies, ‘Energy Doctor' services for households, printed and digital materials. We investigate and potentially install energy efficiency devices and improvements to the school infrastructure.
It is expected that the NPG Community liaison officers will work with schools for a 6-month period.
We will enhance our work with Community Energy volunteers by engaging with Community Energy Groups. We anticipate that volunteers from these groups will boost activities with schools in partnership with the NPG Community liaison officers. We anticipate that Community Energy Groups may play a particularly vital role in supporting schools to improve their infrastructure through the installation of Solar Panels for example.
**Table 1: Community Energy**
|**Year**|**Energy Heroes**
**Schools**|**NPG Community**
**Energy Champions**|****Community**
**Members engaged**|
|---|---|---|---|
|Year 1|4|2|2,484|
|Year 2|8|4|4,968|
|Year 3|12|6|7,452|
|Year 4|12|6|7,452|
|Year 5|12|6|7,452|
|**Totals**|**48**|**6**|**29,808**|
_7_
Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2023
**These figures are within the figures listed as part of our Core Offer (Table 1), but shown here to highlight the number of community members who will benefit from extra support. According to ONS data, 29,808 community members equates to **12,960 homes.**
## _**5.1.2 Super Saver Schools**_
The purpose of this activity is to monitor and evaluate the effectiveness of the **‘** Energy Heroes!’ Programme, developing case studies to share with similar programmes across the country and to build the strength of the programme overall by identifying strengths and weaknesses of programme design and implementation.
A group of schools, taken from the core group, will receive **intensive support** in response to their initial energy audit to significantly reduce their energy consumption. This will be a rigorous and regular activity in each school led by our **‘** Energy Heroes!’ energy expert and in partnership with the Community Energy Champion. They will work particularly with school business managers, site managers, teachers and pupils to see how 'low we can go?'.
This energy reduction programme will take place over 9 months from October to June and aims to reduce each school's energy consumption by 30%. For each school, a report will be developed to present as case studies to the wider community energy community as well as to other schools in the region.
**Table 2: Super Saver School**
|**Year**|**Super Saver Schools**|
|---|---|
|Year 1|5|
|Year 2|5|
|Year 3|5|
|Year 4|5|
|Year 5|5|
|**Totals**|**25**|
## _**5.1.3 ‘Energy Heroes!’ Teach**_
We will develop a marketing campaign that is aimed at supporting our recruitment of schools, but also to provide teachers with a wide range of teaching and learning activities to deliver.
Working across social media platforms, through **‘** Energy Heroes!’ Teacher Training webinars, by making our website more interactive and by attending other teacher training events across the region and nationally, we aim to provide teachers with the motivation, skills and resources to teach about energy and the climate crisis effectively.
We will create a Professional Learning Network via WhatsApp to stimulate ideas and share resources also. This contribution to the teaching workforce is something we see to be pivotal in terms of the sustainable development of teaching for sustainable futures.
_8_
Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2023
**Table 3:** ‘Energy Heroes!’ **Core offer**
|**Teaching and Learning Programme - Our Core**
**offer**|**Year**|**Schools**|**Teachers**|**Teachers**|**Pupils**|**Pupils**|**Community**
**Members**|**Community**
**Members**|**Total**|
|---|---|---|---|---|---|---|---|---|---|
||||**Teach**|**Engage**|**Teach**|**Engage**|**Engage**|**Reach**||
|First of 6 maths lessons to year 5 pupils (teach).
Teacher’s Guide and goody-bag for each teacher
(teach).
5 Home Energy Challenges (engage) over a 6-
week period for Year 5 pupils.
Energy audit and Energy Saving Action Plan
(teach).
Posters for ‘instant display’ somewhere in the
school (reach).
Whole school assembly (engage) and energy
saving leaflets (reach) for all pupils.
3 additional Eco-Club meetings for 5 schools to
implement Energy Saving Action Plan (teach|1|40|40|440|1,600|9,200|3,200|18,400|32,880|
||2|45|45|495|1,800|10,350|3,600|20,700|36,990|
||3|50|50|550|2,000|11,500|4,000|23,000|41,100|
||4|50|50|550|2,000|11,500|4,000|23,000|41,100|
||4|50|50|550|2,000|11,500|4,000|23,000|41,100|
||5|50|50|550|2,000|11,500|4,000|23,000|41,100|
|**Totals**||**235**|**235**|**2,585**|**9,400**|**54,050**|***18,800**|***108,100**|**193,170**|
|||||||||||
*These figures represent individual members. Using ONS data, we predict that this equates to **55,174 homes.**
**By assuming a 5% reduction on energy usage in the homes we reach, this equates to a total saving of £10,396,750 and a saving of 12,476 tonnes of carbon in homes. These figures are conservative on the basis that ‘reach’ has less impact compared to the homes that we plan to ‘engage’ with and ‘teach’.**
**Working across 235 schools in total, based on a 10% saving on energy bills in 1 YEAR, we calculate a saving of £728,500. We predict that over 5 years, the total saving for schools is likely to be nearer £2,108,000 cumulatively assuming that schools are able to sustain their energy saving measures.** 9
## **6. Financial review**
## **6.1 Reserves**
Energy Heroes’ policy on reserves:
To generate and maintain a level of financial resources which is sufficient:
- To discharge any legal, financial and moral commitments as, or before they become due;
- To preserve the financial viability of the Charity in the event that unforeseen and/or unavoidable circumstance precipitate a short-term fall in its income and/or increase in its expenditure;
The Charity will achieve this by:
- create a pragmatic annual budget to enable it to manage its financial (and other) resources efficiently
- monitor actual financial performance against budget on a regular basis ( _ie:_ at trustees’ meetings) and take appropriate action in the event of material differences between actual and budgeted performance occurring;
- not enter into financial (or other resource) commitments for which the necessary funding is not assured;
## **6.2 Principal sources of funding and outgoings**
Funding is obtained from businesses who would like Energy Heroes to be delivered on their behalf into schools within their areas of interest. This usually comes under their Corporate Social Responsibility agenda.
The main funder over the years has been Northern Power Grid, who have committed to grant support for the programme for the next 5 years of delivery.
Energy Heroes Charity will also look to gain grant funding from other sources, such as ‘Redress’ to expand delivery to other areas identified, but not within the geographic remit of the Northern Power Grid funding.
## **6.3 Outgoings**
The main out goings for the charity are paying for delivery of the programme including time resource and collateral.
## **6.4 Remuneration of Trustees**
All Trustees act in a voluntary capacity and receive no remuneration or other material benefits from their services to the Charity.
## **6.5 Financial Status**
Energy Heroes’ current resources from Northern Power Grid are more than sufficient to meet its outgoings for at least next year.
All the indications are that this will remain the case for the foreseeable future.
## **6.6 Budget over the 5-year period**
10
|**Item**|**Time**
**period**|**Unit**
**Cost**|**Total**|
|---|---|---|---|
|Full time Project Manager|5 years|£35,000|£175,000|
|Project officers 2 x part time|5 years|£18,000|£180,000|
|Consultancy Services|5 years|£5,000|£25,000|
|School teaching and learning materials for 235 schools|5 years|£100|£23,500|
|Marketing and communications|5 years|£3,000|£15,000|
|Travel|5 years|£3,000|£15,000|
|Overheads @15% (Insurance, trustee meetings,
administration, accountancy/Legal, meeting spaces|5 years||£65,025|
|**Total**|||**£498,525**|
## **6.7 Statutory Statements on Liabilities**
The Trustees declare that:
- The charity has given no guarantees where potential liability under the guarantee is outstanding at the date of this statement
- The charity has no debt outstanding at the date of this statement which is owed by the CIO
## **7. Structure, governance and management**
## **7.1 Type of Governing Document**
Constitution – based on the Charity Commission’s model governing document for Foundation Charitable Incorporated Organisations, _ie:_ where the Trustees are the only Members of the charity.
## **7.2 Charitable Objects**
Energy Heroes adopted the Foundation model constitution for a Charitable Incorporated Organisation with the Object:
“To advance the education of the public in the subject of Energy Literacy, Energy Efficiency and Climate emergency mitigation.”
## **7.3 Statement by Charity Trustees**
The Trustees agree that the work undertaken complies with the duty in section 4 of the 2006 Act to have due regard to guidance on public benefit published by the commission in relation to deciding what activities the charity should undertake.
_11_
Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2023
## **7.4 Our Trustees**
There must be at least three charity trustees. The maximum number of trustees is 12.
In accordance with the Constitution, Trustees are appointed or re-appointed for a term of three years by a resolution passed at a properly convened meeting of the charity trustees. In appointing Trustees due consideration is given to ensuring that the Trustees have, between them, the skills and experience necessary to manage the charity effectively and in accordance with charity law.
## **7.1 Our Team**
We propose to continue to support our two excellent **‘** Energy Heroes!’ project officers to develop their skills. We will do this through continued training with partner organisations as well as through our own monitoring and evaluation of performance and outcomes with schools and communities.
To enable the **‘** Energy Heroes!’ programme to evolve, we have recruited a Project Manager to oversee our new project areas and to develop a more rigorous **‘** Energy Heroes!’ monitoring and evaluation programme. Our co-founder Vikki Pendry will continue to provide consultancy services to the Programme and will take a lead on learning from and with similar national and international programmes.
## **8. Statement of Financial Activity**
See attached: Energy Heroes accounts for the year end 31st August 2023
## **8.1 Responsibilities and Basis of the Report**
As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
**8.2 Independent Examiner’s Statement**
Please see annual accounts P13.
## **9. Approval of the Board of Trustees**
The Trustees declare that they have approved the above Annual Report & Statement of Financial Activity.
Signed on behalf of the Trustees
29-2-2024
Kate Gilmartin (Chair of Trustees)
Date:
_12_
Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2023
**Registered Charity Number 1200378**
## **Energy Heroes**
**Annual Report & Financial Statements**
**For The Period Ended**
**31[st] August 2023**
1
## **Energy Heroes Contents For The Period Ended 31[st] August 2023**
|Trustees’ Report ...............................................................................................................................|3 - 12|
|---|---|
|Independent Examiner’s Report .......................................................................................................|13|
|Statement of Financial Activities.........................................................................................................|14|
|Balance Sheet ..................................................................................................................................|15|
|Accounts Approval…………………………………………………………………………………………...|16|
|Notes to the Financial Statements......................................................................................................|17|
2
## **Energy Heroes Trustee Report For The Period Ended 31[st] August 2023**
## **Trustees’ Annual Report for the period**
## **From 15/09/2022 To 31/08/2023**
## **1.** Executive summary
Building on an initial Department of Energy and Climate Change funded pilot in 2013 in 2 York Schools, we have since developed the programme to reach over 250 schools and 60,000 homes across the UK. Most of these schools have been in the Northeast of England through funding from Northern PowerGrid. The programme has reached national acclaim through a recent award from Community Energy England and through our partnership with Transforming Our World.
The time is right to capitalise on the momentum that has been gained over the past 10 years and become a Charity with a Board of Trustees to guide and advise and we are setting out our plans to expand the programme to reach and empower more pupils.
The Climate Crisis is becoming an increasingly big concern for educators as they grapple with strategies to support students becoming energy literate and agents of sustainable change. At the same time, the energy crisis is having a direct impact on school budgets and activities with school leaders feeling il-equipped to make savings in their energy use.
This year has been a significant year for the Energy Heroes programme, with 10 years of delivery under our belt and an award to recognise the ongoing benefits we provide in reaching, engaging and empowering pupils to deliver impactful change,
## **2. Administrative details**
Charity name: Principal address: Charity Trustees:
Charity incorporation date: CIO: Bank:
Energy Heroes 53 Ashley Road, Altrincham, WA14 2DP Kate Gilmartin, Mark Pendry, Hugh Goulbourne, Amy Shaffery, Mike Gilmartin 15 September 2022: Foundation model constitution Unity Bank Online
Charity Registration number: 1200378 Registered Company Number CE030237
3
**Energy Heroes**
**Trustee Report For The Period Ended 31[st] August 2023**
## _**3. Objectives and activities**_
## _**1. Description of the purposes of the charity**_
_‘_ Energy Heroes’ is a practically engaging programme teaching children to be ‘energy literate’, a lifelong skill that is the first step in them having energy awareness which is key in tackling the problems of:
- energy efficiency,
- fuel poverty alleviation and
- the challenges of climate change.
By **educating our children** we can create lasting **behaviour change** in energy conservation in the same way recycling has become a new social norm in the last 20 years. The programme tackles the following issues.
- 1) Training children to be energy champions within their households and wider communities: a) **Reduce the risk of fuel poverty** by providing communities with the knowledge that enables them to develop new and improved skills and behaviours that save energy and the related costs.
- 2) Assist teachers to use real data within the context of energy and climate change:
- b) **Raise standards in mathematics** by providing schools with teaching and learning materials that enable them to teach a series of maths lessons that involve the use of real and purposeful data related to energy and climate change.
- c) **Teach children about energy conservation and the benefits of using renewable sources of energy** by providing teachers with relevant teaching and learning materials.
- d) **Tackle climate change** by engaging the whole school community in a comprehensive, fully interactive programme of events and activities.
- 3) Assist schools to attain wider opportunities related to energy and climate change:
- a) **Provide continued professional development for teachers** by modelling a programme of learning that involves the use of data that is immediately relevant to pupils, demonstrate strategies that promote critical thinking and empowers pupils to ‘teach’ in their community. Improves teachers’ subject knowledge of energy and climate change.
- b) **Provide opportunities for community energy groups to engage with their local community** through the participation in a structured programme that offers an opportunity for evaluation of impact and the capacity to reach a wider audience.
- c) **Promote community cohesion** by providing a programme that enables communities to work together to reduce fuel costs and share learning about energy and climate change.
- d) **Save on energy costs** by undertaking a school energy audit and creating an energy efficiency action plan.
4
Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
**Energy Heroes**
## **Trustee Report For The Period Ended 31[st] August 2023**
## _**2. The main activities**_
The following activities were undertaken to meet our objectives and further our charitable purposes for the public benefit.
The ‘ **Energy Heroes!’** programme was delivered across 30 schools in the Yorkshire and Humber region over the school year 2022 – 2023.
- We l visit schools to teach the first of 6 **‘Energy Heroes!’ maths lessons** to year 5 pupils (teach), deepening their knowledge and understanding of the Climate Crisis.
- Each Year 5 Class teachers were provided with an **‘Energy Heroes!’ Teacher’s Guide (teach)** to delivering 5 further maths lesson. This guide was accompanied by our goody-bag of information and motivational tools such as T-Shirts stickers, pencils, fridge magnets, class thermometers and posters.
- Year 5 pupils were provided with **5 ‘Energy Heroes!’ Home Energy Challenges over a 6- week period** aimed at developing energy efficiency habits (activities) and 'teaching' other members of their family to do the same. These challenges are outlined in the **Teachers Guide.**
- We conducted an **‘Energy Heroes!’ energy audit** with a group of 6 - 8 pupils in each school, enabling a group of pupils to develop specific skills in relation to collecting data about energy use. From this audit, the school was provided with an **‘Energy Heroes!’ Energy Saving Action Plan.** The Action plan was accompanied by 6 posters that describe various outcomes of the energy audit to be used for an **‘Energy Heroes!’** ‘instant display’ somewhere in the school.
- We delivered an **‘Energy Heroes!’ whole school assembly (engage)** , providing energy efficiency information to all teachers and pupils and launched the **‘Energy Heroes!’** programme.
- We provided **‘Energy Heroes!’ energy saving leaflets (reach)** for all pupils in school and some energy saving information in relation to our visit for the school website/newsletter/social media.
- A proportion of schools took part in a continued programme of support through the delivery of 3 additional **Eco-Club** meetings, facilitated by our **‘Energy Heroes!’** Teacher to enable them to implement, and monitor the **Energy Saving Action Plans** in response to their **‘Energy Heroes!’** energy saving audit.
## **4. Achievements and performance 2022- 2023**
|Activity|Deliverables|
|---|---|
|**Recruit and deliver in schools**
Recruit and deliver the Energy Heroes half day workshop in 30 schools in
partnership with NPG to target schools in areas of high deprivation.|Recruit 30 schools by January
2023.
Deliver to all school by July
2023.|
|**Develop interactive Energy Heroes App**
Working with**_Giki_**to develop an ‘Eco-living’ App for schools to record collective
actions aimed at learning to live more sustainably. This will enable us to track
behaviour changes and measure impact of the programme.|Giki is connected up to Energy
Heroes website.
All Schools inducted to use the
App.|
5
Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
**Energy Heroes**
## **Trustee Report For The Period Ended 31[st] August 2023**
**----- Start of picture text -----**
Redesign of Lesson Plans Revised materials for lessons.
We will review and redesign the lesson plans to bring them more up to date with
recent energy data. We will design a more flexible series of lessons and learning
activities to allow teachers to choose from a number of opportunities to teach about
energy.
Energy Heroes in the Media Social media campaign
Develop a social media campaign aimed at informing school communities about the developed and monitored.
effects of Climate Change, energy saving solutions and opportunities for
engagement with community energy activities. This campaign will aim to raise the
profile of Energy Heroes enabling more schools to have the opportunity to
participate in the programme. The campaign will also be an opportunity for partner
organisations to promote their related activities and for Energy Heroes to become
increasingly familiar with resources that can support school communities to develop
their energy literacy.
Resource pack to support the programme Resource packs assembled for
Purchase stock to assemble 30 kits for schools to use to help them deliver the EH 30 schools.
programme including energy logbooks and a Teachers’ Guide Booklet.
(Kit includes: t-shirts; stickers; fridge magnets; pencils; classroom EH
thermometers; energy tags; pens; fabric EH bag; Y5 letters to parents.)
Deliver Teacher Training All schools receive training to
In partnership with Giki and NPG, train teachers from 30 schools to deliver the deliver the programme.
Energy Heroes Programme. This will be done via one of the following options for all
schools: A group webinar; Face to face group training session; 1:1 phone/zoom call.
Reaching communities 10 schools receive extra
Community event . Support 10 schools to run a community event to further engage support to run a Hub Club and
families, residents etc. Extra resources provided (kit) and physical support from EH Community Event.
team and/or NPG to attend 10 events.
Energy Heroes Hub Club . Support 10 schools run a ‘hub club’ to plan and deliver
an Energy Saving campaign in the community. Support includes 3 extra visits to
help set up and run the club.
Become a registered Charity Registered as a charity
To continue to develop our capabilities to pursue our purpose, we will register to
become a charity. This will mean we gain valuable benefits such as a formal board
of Trustees and a structure which promotes wider accountability.
Monitor, evaluate and review. Monthly meetings across the
Ongoing monitoring of school recruitment; impact of programme on energy saving whole team.
and learning; effectiveness of materials. Develop case studies, ongoing feedback Report to funders in March
loops and summative report of impact. Develop better tools to monitor impact on 2022 and July 2023.
school communities.
**----- End of picture text -----**
## **5. Planning for the next 5 years**
## **New Project Areas**
In addition to our core offer described above, we propose to develop the programme further in three areas:
- **Community Energy:** Working closely with community energy groups and the NPG Engagement officers.
- **Super Saver Schools:** Deep impact and measurement to explore and understand effectiveness and savings.
- **Energy Heroes Teach:** Creating a vibrant network of teachers who teach effectively about energy efficiency within and beyond the EH programme.
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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
**Energy Heroes**
## **Trustee Report For The Period Ended 31[st] August 2023**
## **1. Community Energy**
We will work alongside **NPG Community liaison officers** and **local Community Energy Group Volunteers** to engage with groups of **schools** (geographically close if possible) who participate in the **‘Energy Heroes!’** programme. This will deepen the impact of our core offer, taking community members in these schools from ‘reach’ to ‘engage’ and in some cases, ‘teach’.
This activity will support NPG Community liaison officers by providing links to communities through our Core Offer.
This activity will support our Core Offer by bringing in further community energy volunteers and community engagement expertise from NPG Community liaison officers.
We will work with NPG Community liaison officers and Community energy volunteers to develop their role within the Energy Heroes Programme, but we anticipate that activities will include **‘Energy Heroes!’** Community Energy Events at the school, further school assemblies, ‘Energy Doctor' services for households, printed and digital materials. We investigate and potentially install energy efficiency devices and improvements to the school infrastructure.
It is expected that the NPG Community liaison officers will work with schools for a 6-month period. We will enhance our work with Community Energy volunteers by engaging with Community Energy Groups. We anticipate that volunteers from these groups will boost activities with schools in partnership with the NPG Community liaison officers. We anticipate that Community Energy Groups may play a particularly vital role in supporting schools to improve their infrastructure through the installation of Solar Panels for example.
**Table 1: Community Energy**
**----- Start of picture text -----**
Energy Heroes NPG Community **Community Members
Year
Schools Energy Champions engaged
Year 1 4 2 2,484
Year 2 8 4 4,968
Year 3 12 6 7,452
Year 4 12 6 7,452
Year 5 12 6 7,452
Totals 48 6 29,808
**----- End of picture text -----**
**These figures are within the figures listed as part of our Core Offer (Table 1), but shown here to highlight the number of community members who will benefit from extra support. According to ONS data, 29,808 community members equates to **12,960 homes.**
## **2. Super Saver Schools**
The purpose of this activity is to monitor and evaluate the effectiveness of the **‘Energy Heroes!’** Programme, developing case studies to share with similar programmes across the country and to build the strength of the programme overall by identifying strengths and weaknesses of programme design and implementation.
A group of schools, taken from the core group, will receive **intensive support** in response to their initial energy audit to significantly reduce their energy consumption. This will be a rigorous and regular activity in each school led by our **‘Energy Heroes!’** energy expert and in partnership with the
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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
**Energy Heroes**
## **Trustee Report For The Period Ended 31[st] August 2023**
Community Energy Champion. They will work particularly with school business managers, site managers, teachers and pupils to see how 'low we can go?'.
This energy reduction programme will take place over 9 months from October to June and aims to reduce each school's energy consumption by 30%. For each school, a report will be developed to present as case studies to the wider community energy community as well as to other schools in the region.
**Table 2: Super Saver School**
**----- Start of picture text -----**
Year Super Saver Schools
Year 1 5
Year 2 5
Year 3 5
Year 4 5
Year 5 5
Totals 48
**----- End of picture text -----**
## **3. ‘Energy Heroes!’ Teach**
We will develop a marketing campaign that is aimed at supporting our recruitment of schools, but also to provide teachers with a wide range of teaching and learning activities to deliver.
Working across social media platforms, through **‘Energy Heroes!’** Teacher Training webinars, by making our website more interactive and by attending other teacher training events across the region and nationally, we aim to provide teachers with the motivation, skills and resources to teach about energy and the climate crisis effectively.
We will create a Professional Learning Network via WhatsApp to stimulate ideas and share resources also. This contribution to the teaching workforce is something we see to be pivotal in terms of the sustainable development of teaching for sustainable futures.
8
Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
## **Energy Heroes Trustee Report For The Period Ended 31[st] August 2023**
**Table 3:** ‘Energy Heroes!’ **Core offer**
**----- Start of picture text -----**
Community
Teachers Pupils
Members
Teaching and Learning Programme - Our Core offer Year Schools Total
Teach Engage Teach Engage Engage Reach
First of 6 maths lessons to year 5 pupils (teach).
1 40 40 440 1,600 9,200 3,200 18,400 32,880
Teacher’s Guide and goody-bag for each teacher (teach).
5 Home Energy Challenges (engage) over a 6-week period for 2 45 45 495 1,800 10,350 3,600 20,700 36,990
Year 5 pupils.
Energy audit and Energy Saving Action Plan (teach).
Posters for ‘instant display’ somewhere in the school (reach). 3 50 50 550 2,000 11,500 4,000 23,000 41,100
Whole school assembly (engage) and energy saving leaflets
(reach) for all pupils.
4 50 50 550 2,000 11,500 4,000 23,000 41,100
3 additional Eco-Club meetings for 5 schools to implement
Energy Saving Action Plan (teach
4 50 50 550 2,000 11,500 4,000 23,000 41,100
5 50 50 550 2,000 11,500 4,000 23,000 41,100
Totals 235 235 2,585 9,400 54,050 *18,800 *108,100 193,170
**----- End of picture text -----**
*These figures represent individual members. Using ONS data, we predict that this equates to **55,174 homes.**
**By assuming a 5% reduction on energy usage in the homes we reach, this equates to a total saving of £10,396,750 and a saving of 12,476 tonnes of carbon in homes.**
**These figures are conservative on the basis that ‘reach’ has less impact compared to the homes that we plan to ‘engage’ with and ‘teach’. Working across 235 schools in total, based on a 10% saving on energy bills in 1 YEAR, we calculate a saving of £728,500. We predict that over 5 years,** 9 **the total saving for schools is likely to be nearer £2,108,000 cumulatively assuming that schools are able to sustain their energy saving measures.**
**Energy Heroes**
## **Trustee Report For The Period Ended 31[st] August 2023**
## **6. Financial review**
## _**1. Reserves**_
Energy Heroes’ policy on reserves:
To generate and maintain a level of financial resources which is sufficient:
- To discharge any legal, financial and moral commitments as, or before they become due;
- To preserve the financial viability of the Charity in the event that unforeseen and/or unavoidable circumstance precipitate a short-term fall in its income and/or increase in its expenditure;
The Charity will achieve this by:
- create a pragmatic annual budget to enable it to manage its financial (and other) resources efficiently
- monitor actual financial performance against budget on a regular basis ( _ie:_ at trustees’ meetings) and take appropriate action in the event of material differences between actual and budgeted performance occurring;
- not enter into financial (or other resource) commitments for which the necessary funding is not assured;
## _**2. Principal sources of funding and outgoings**_
Funding is obtained from businesses who would like Energy Heroes to be delivered on their behalf into schools within their areas of interest. This usually comes under their Corporate Social Responsibility agenda. The main funder over the years has been Northern Power Grid, who have committed to grant support for the programme for the next 5 years of delivery.
Energy Heroes Charity will also look to gain grant funding from other sources, such as ‘Redress’ to expand delivery to other areas identified, but not within the geographic remit of the Northern Power Grid funding.
## _**3. Outgoings**_
The main out goings for the charity are paying for delivery of the programme including time resource and collateral.
## _**4. Remuneration of Trustees**_
All Trustees act in a voluntary capacity and receive no remuneration or other material benefits from their services to the Charity.
## _**5. Financial Status**_
Energy Heroes’ current resources from Northern Power Grid are more than sufficient to meet its outgoings for at least next year.
All the indications are that this will remain the case for the foreseeable future.
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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
## **Energy Heroes**
## **Trustee Report For The Period Ended 31[st] August 2023**
## _**6. Budget over the 5-year period**_
**----- Start of picture text -----**
Time Unit
Item Total
period Cost
Full time Project Manager 5 years £35,000 £175,000
Project officers 2 x part time 5 years £18,000 £180,000
Consultancy Services 5 years £5,000 £25,000
School teaching and learning materials for 235 schools 5 years £100 £23,500
Marketing and communications 5 years £3,000 £15,000
Travel 5 years £3,000 £15,000
Overheads @15% (Insurance, trustee meetings, administration, 5 years £65,025
accountancy/Legal, meeting spaces
Total £498,525
**----- End of picture text -----**
## _**7. Statutory Statements on Liabilities**_
The Trustees declare that:
- The charity has given no guarantees where potential liability under the guarantee is outstanding at the date of this statement
- The charity has no debt outstanding at the date of this statement which is owed by the CIO
## **7. Structure, governance and management**
## **1. Type of Governing Document**
Constitution – based on the Charity Commission’s model governing document for Foundation Charitable Incorporated Organisations, ie: where the Trustees are the only Members of the charity.
## **2. Charitable Objects**
Energy Heroes adopted the Foundation model constitution for a Charitable Incorporated Organisation with the Object:
“To advance the education of the public in the subject of Energy Literacy, Energy Efficiency and Climate emergency mitigation.”
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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
**Energy Heroes**
## **Trustee Report For The Period Ended 31[st] August 2023**
## **3. Statement by Charity Trustees**
The Trustees agree that the work undertaken complies with the duty in section 4 of the 2006 Act to have due regard to guidance on public benefit published by the commission in relation to deciding what activities the charity should undertake.
## **4. Our Trustees**
There must be at least three charity trustees. The maximum number of trustees is 12.
In accordance with the Constitution, Trustees are appointed or re-appointed for a term of three years by a resolution passed at a properly convened meeting of the charity trustees.
In appointing Trustees due consideration is given to ensuring that the Trustees have, between them, the skills and experience necessary to manage the charity effectively and in accordance with charity law.
## **Our Team**
We propose to continue to support our two excellent **‘Energy Heroes!’** project officers to develop their skills. We will do this through continued training with partner organisations as well as through our own monitoring and evaluation of performance and outcomes with schools and communities.
To enable the **‘Energy Heroes!’** programme to evolve, we have recruited a Project Manager to oversee our new project areas and to develop a more rigorous **‘Energy Heroes!’** monitoring and evaluation programme. Our cofounder Vikki Pendry will continue to provide consultancy services to the Programme and will take a lead on learning from and with similar national and international programmes.
## **8. Approval of the Board of Trustees**
The Trustees declare that they have approved the above Annual Report & Statement of Financial Activity.
Signed on behalf of the Trustees.
Kate Gilmartin (Chair of Trustees)
Date: 15/01/2024
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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
## **Energy Heroes Independent Examiner’s Report For The Period Ended 31[st] August 2023**
I report on the accounts of the charity for the year ended 31 Aug 2023.
## **Responsibilities and basis of report**
As the charity’s trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act).
It is my responsibility to examine the accounts under section 145 of the Act. In carrying out my examination, I have followed the Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Independent Examiner's Statement**
Having completed by examination, I confirm that no matter came to my attention in connection with the examination which gives me cause to believe that in, any material respect:
- accounting records were not kept as required by section 130 of the Act; or
- the accounts do not accord with those records; or
- the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
**Arun Sharma, ACCA Root Accountants Ltd, Sandown House, Sandbeck Way, Wetherby, England, LS22 7DN 15/01/2024**
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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
**Energy Heroes**
## **Statement of Financial Activities (including summary income and expenditure)**
## **For The Period Ended 31[st] August 2023**
## **Charity Number 1200378**
|**2023**
£
**Income**
Grants & Donations
49,938
**Total Income**
**Expenses**
Advertising
699
Contract Labour
41,677
Office Expense
410
Website service
986
Travel and Subsistence
128
Postage
124
Accountancy fees
900
Subscription
500
Bank charges
129
**Total Payments**
Deficit/Surplus of Receipts over Payments
Net Funds at 31 August 2023|£
49,938
45,554|
|---|---|
||4,384|
||4,384|
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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
## **Energy Heroes**
## **Balance Sheet as on 31[st] August 2023**
## **Charity Number 1200378**
|**Funds Reconciliation**
Cash at Bank & in hand 31 August 2022
Surplus/(deficit) this period
Cash at Bank & in hand 31 August 2023
**Bank & Cash Balances**
Bank Account
**Current Liabilities**
Trade Creditor
Accrual|**Unrestricted**
**Funds**
**£**
7,261
(2,877)
4,384|**Restricted**
**Funds**
**Endowment**
**Funds**
**£**
**£**|**Total 2023**
**£**
7,261
(2,877)|
|---|---|---|---|
|||-
-|4,384|
||||7,261|
||||7261|
||||1,977
900|
||||2,877|
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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
**Energy Heroes**
## **Accounts Approval**
## **Charity Number 1200378**
The company was entitled to exemption from audit under s477 of the Companies Act 2006 relating to small companies.
The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.
The trustees acknowledge their responsibilities for complying with the requirements of the Companies Act with respect to accounting records and the preparation of accounts.
These accounts have been prepared in accordance with the provisions applicable to the small companies regime and in accordance with FRS 102 SORP.
**Signed by one or two Trustees on behalf of all the trustees**
## **Date of Approval – 15/01/2024**
16
Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
## **Energy Heroes**
## **Notes to the Accounts for the Period to 31st August 2023**
## **Charity Number 1200378**
## **5. Accounting policy**
- a) Basis of the preparation of the accounts
The accounts have been prepared under the historical cost convention.
The accounts have been prepared in accordance with FRS102 -1A. The Financial Reporting Standard applicable in the UK and Republic of Ireland and the Companies Act 2006 and the requirements of the Statement of Recommended Practice, Accounting and Reporting by Charities.
- b) Income and expenditure have been analysed in the accounts using natural classification.
- c) The charity maintains an unrestricted fund which represents funds which are expendable at the discretion of the trustees in furtherance of the objects of the charity. Unrestricted funds may arise from general donations, grants of a general nature, fees for service provision and payment for service delivery contracts.
Restricted funds may be provided to the charity for particular purposes and may only be spent for the purposes for which they were given. Any balance remaining outstanding on a restricted fund at the end of the year is carried forward as a balance on the fund unless permission has been given by the funder to remove the restriction on the balance outstanding. Restricted funds will arise from grants and donations given to the charity for a specific reason.
- d) The trustees confirm, in accordance with the Charitable Incorporated Organisations (General) Regulations 2012, that at the end the CIO did not have any outstanding guarantees to third parties, nor any debts secured on assets of the CIO.
## **6. Trustee benefits, payments, and expenses**
There were no payments, renumeration or expenses made to the trustees during the period.
17
Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
**Registered Charity Number 1200378**
## **Energy Heroes**
**Annual Report & Financial Statements**
**For The Period Ended**
**31[st] August 2023**
1
## **Energy Heroes Contents For The Period Ended 31[st] August 2023**
|Trustees’ Report ...............................................................................................................................|3 - 12|
|---|---|
|Independent Examiner’s Report .......................................................................................................|13|
|Statement of Financial Activities.........................................................................................................|14|
|Balance Sheet ..................................................................................................................................|15|
|Accounts Approval…………………………………………………………………………………………...|16|
|Notes to the Financial Statements......................................................................................................|17|
2
## **Energy Heroes Trustee Report For The Period Ended 31[st] August 2023**
## **Trustees’ Annual Report for the period**
## **From 15/09/2022 To 31/08/2023**
## **1.** Executive summary
Building on an initial Department of Energy and Climate Change funded pilot in 2013 in 2 York Schools, we have since developed the programme to reach over 250 schools and 60,000 homes across the UK. Most of these schools have been in the Northeast of England through funding from Northern PowerGrid. The programme has reached national acclaim through a recent award from Community Energy England and through our partnership with Transforming Our World.
The time is right to capitalise on the momentum that has been gained over the past 10 years and become a Charity with a Board of Trustees to guide and advise and we are setting out our plans to expand the programme to reach and empower more pupils.
The Climate Crisis is becoming an increasingly big concern for educators as they grapple with strategies to support students becoming energy literate and agents of sustainable change. At the same time, the energy crisis is having a direct impact on school budgets and activities with school leaders feeling il-equipped to make savings in their energy use.
This year has been a significant year for the Energy Heroes programme, with 10 years of delivery under our belt and an award to recognise the ongoing benefits we provide in reaching, engaging and empowering pupils to deliver impactful change,
## **2. Administrative details**
Charity name: Principal address: Charity Trustees:
Charity incorporation date: CIO: Bank:
Energy Heroes 53 Ashley Road, Altrincham, WA14 2DP Kate Gilmartin, Mark Pendry, Hugh Goulbourne, Amy Shaffery, Mike Gilmartin 15 September 2022: Foundation model constitution Unity Bank Online
Charity Registration number: 1200378 Registered Company Number CE030237
3
**Energy Heroes**
**Trustee Report For The Period Ended 31[st] August 2023**
## _**3. Objectives and activities**_
## _**1. Description of the purposes of the charity**_
_‘_ Energy Heroes’ is a practically engaging programme teaching children to be ‘energy literate’, a lifelong skill that is the first step in them having energy awareness which is key in tackling the problems of:
- energy efficiency,
- fuel poverty alleviation and
- the challenges of climate change.
By **educating our children** we can create lasting **behaviour change** in energy conservation in the same way recycling has become a new social norm in the last 20 years. The programme tackles the following issues.
- 1) Training children to be energy champions within their households and wider communities: a) **Reduce the risk of fuel poverty** by providing communities with the knowledge that enables them to develop new and improved skills and behaviours that save energy and the related costs.
- 2) Assist teachers to use real data within the context of energy and climate change:
- b) **Raise standards in mathematics** by providing schools with teaching and learning materials that enable them to teach a series of maths lessons that involve the use of real and purposeful data related to energy and climate change.
- c) **Teach children about energy conservation and the benefits of using renewable sources of energy** by providing teachers with relevant teaching and learning materials.
- d) **Tackle climate change** by engaging the whole school community in a comprehensive, fully interactive programme of events and activities.
- 3) Assist schools to attain wider opportunities related to energy and climate change:
- a) **Provide continued professional development for teachers** by modelling a programme of learning that involves the use of data that is immediately relevant to pupils, demonstrate strategies that promote critical thinking and empowers pupils to ‘teach’ in their community. Improves teachers’ subject knowledge of energy and climate change.
- b) **Provide opportunities for community energy groups to engage with their local community** through the participation in a structured programme that offers an opportunity for evaluation of impact and the capacity to reach a wider audience.
- c) **Promote community cohesion** by providing a programme that enables communities to work together to reduce fuel costs and share learning about energy and climate change.
- d) **Save on energy costs** by undertaking a school energy audit and creating an energy efficiency action plan.
4
Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
**Energy Heroes**
## **Trustee Report For The Period Ended 31[st] August 2023**
## _**2. The main activities**_
The following activities were undertaken to meet our objectives and further our charitable purposes for the public benefit.
The ‘ **Energy Heroes!’** programme was delivered across 30 schools in the Yorkshire and Humber region over the school year 2022 – 2023.
- We l visit schools to teach the first of 6 **‘Energy Heroes!’ maths lessons** to year 5 pupils (teach), deepening their knowledge and understanding of the Climate Crisis.
- Each Year 5 Class teachers were provided with an **‘Energy Heroes!’ Teacher’s Guide (teach)** to delivering 5 further maths lesson. This guide was accompanied by our goody-bag of information and motivational tools such as T-Shirts stickers, pencils, fridge magnets, class thermometers and posters.
- Year 5 pupils were provided with **5 ‘Energy Heroes!’ Home Energy Challenges over a 6- week period** aimed at developing energy efficiency habits (activities) and 'teaching' other members of their family to do the same. These challenges are outlined in the **Teachers Guide.**
- We conducted an **‘Energy Heroes!’ energy audit** with a group of 6 - 8 pupils in each school, enabling a group of pupils to develop specific skills in relation to collecting data about energy use. From this audit, the school was provided with an **‘Energy Heroes!’ Energy Saving Action Plan.** The Action plan was accompanied by 6 posters that describe various outcomes of the energy audit to be used for an **‘Energy Heroes!’** ‘instant display’ somewhere in the school.
- We delivered an **‘Energy Heroes!’ whole school assembly (engage)** , providing energy efficiency information to all teachers and pupils and launched the **‘Energy Heroes!’** programme.
- We provided **‘Energy Heroes!’ energy saving leaflets (reach)** for all pupils in school and some energy saving information in relation to our visit for the school website/newsletter/social media.
- A proportion of schools took part in a continued programme of support through the delivery of 3 additional **Eco-Club** meetings, facilitated by our **‘Energy Heroes!’** Teacher to enable them to implement, and monitor the **Energy Saving Action Plans** in response to their **‘Energy Heroes!’** energy saving audit.
## **4. Achievements and performance 2022- 2023**
|Activity|Deliverables|
|---|---|
|**Recruit and deliver in schools**
Recruit and deliver the Energy Heroes half day workshop in 30 schools in
partnership with NPG to target schools in areas of high deprivation.|Recruit 30 schools by January
2023.
Deliver to all school by July
2023.|
|**Develop interactive Energy Heroes App**
Working with**_Giki_**to develop an ‘Eco-living’ App for schools to record collective
actions aimed at learning to live more sustainably. This will enable us to track
behaviour changes and measure impact of the programme.|Giki is connected up to Energy
Heroes website.
All Schools inducted to use the
App.|
5
Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
**Energy Heroes**
## **Trustee Report For The Period Ended 31[st] August 2023**
**----- Start of picture text -----**
Redesign of Lesson Plans Revised materials for lessons.
We will review and redesign the lesson plans to bring them more up to date with
recent energy data. We will design a more flexible series of lessons and learning
activities to allow teachers to choose from a number of opportunities to teach about
energy.
Energy Heroes in the Media Social media campaign
Develop a social media campaign aimed at informing school communities about the developed and monitored.
effects of Climate Change, energy saving solutions and opportunities for
engagement with community energy activities. This campaign will aim to raise the
profile of Energy Heroes enabling more schools to have the opportunity to
participate in the programme. The campaign will also be an opportunity for partner
organisations to promote their related activities and for Energy Heroes to become
increasingly familiar with resources that can support school communities to develop
their energy literacy.
Resource pack to support the programme Resource packs assembled for
Purchase stock to assemble 30 kits for schools to use to help them deliver the EH 30 schools.
programme including energy logbooks and a Teachers’ Guide Booklet.
(Kit includes: t-shirts; stickers; fridge magnets; pencils; classroom EH
thermometers; energy tags; pens; fabric EH bag; Y5 letters to parents.)
Deliver Teacher Training All schools receive training to
In partnership with Giki and NPG, train teachers from 30 schools to deliver the deliver the programme.
Energy Heroes Programme. This will be done via one of the following options for all
schools: A group webinar; Face to face group training session; 1:1 phone/zoom call.
Reaching communities 10 schools receive extra
Community event . Support 10 schools to run a community event to further engage support to run a Hub Club and
families, residents etc. Extra resources provided (kit) and physical support from EH Community Event.
team and/or NPG to attend 10 events.
Energy Heroes Hub Club . Support 10 schools run a ‘hub club’ to plan and deliver
an Energy Saving campaign in the community. Support includes 3 extra visits to
help set up and run the club.
Become a registered Charity Registered as a charity
To continue to develop our capabilities to pursue our purpose, we will register to
become a charity. This will mean we gain valuable benefits such as a formal board
of Trustees and a structure which promotes wider accountability.
Monitor, evaluate and review. Monthly meetings across the
Ongoing monitoring of school recruitment; impact of programme on energy saving whole team.
and learning; effectiveness of materials. Develop case studies, ongoing feedback Report to funders in March
loops and summative report of impact. Develop better tools to monitor impact on 2022 and July 2023.
school communities.
**----- End of picture text -----**
## **5. Planning for the next 5 years**
## **New Project Areas**
In addition to our core offer described above, we propose to develop the programme further in three areas:
- **Community Energy:** Working closely with community energy groups and the NPG Engagement officers.
- **Super Saver Schools:** Deep impact and measurement to explore and understand effectiveness and savings.
- **Energy Heroes Teach:** Creating a vibrant network of teachers who teach effectively about energy efficiency within and beyond the EH programme.
6
Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
**Energy Heroes**
## **Trustee Report For The Period Ended 31[st] August 2023**
## **1. Community Energy**
We will work alongside **NPG Community liaison officers** and **local Community Energy Group Volunteers** to engage with groups of **schools** (geographically close if possible) who participate in the **‘Energy Heroes!’** programme. This will deepen the impact of our core offer, taking community members in these schools from ‘reach’ to ‘engage’ and in some cases, ‘teach’.
This activity will support NPG Community liaison officers by providing links to communities through our Core Offer.
This activity will support our Core Offer by bringing in further community energy volunteers and community engagement expertise from NPG Community liaison officers.
We will work with NPG Community liaison officers and Community energy volunteers to develop their role within the Energy Heroes Programme, but we anticipate that activities will include **‘Energy Heroes!’** Community Energy Events at the school, further school assemblies, ‘Energy Doctor' services for households, printed and digital materials. We investigate and potentially install energy efficiency devices and improvements to the school infrastructure.
It is expected that the NPG Community liaison officers will work with schools for a 6-month period. We will enhance our work with Community Energy volunteers by engaging with Community Energy Groups. We anticipate that volunteers from these groups will boost activities with schools in partnership with the NPG Community liaison officers. We anticipate that Community Energy Groups may play a particularly vital role in supporting schools to improve their infrastructure through the installation of Solar Panels for example.
**Table 1: Community Energy**
**----- Start of picture text -----**
Energy Heroes NPG Community **Community Members
Year
Schools Energy Champions engaged
Year 1 4 2 2,484
Year 2 8 4 4,968
Year 3 12 6 7,452
Year 4 12 6 7,452
Year 5 12 6 7,452
Totals 48 6 29,808
**----- End of picture text -----**
**These figures are within the figures listed as part of our Core Offer (Table 1), but shown here to highlight the number of community members who will benefit from extra support. According to ONS data, 29,808 community members equates to **12,960 homes.**
## **2. Super Saver Schools**
The purpose of this activity is to monitor and evaluate the effectiveness of the **‘Energy Heroes!’** Programme, developing case studies to share with similar programmes across the country and to build the strength of the programme overall by identifying strengths and weaknesses of programme design and implementation.
A group of schools, taken from the core group, will receive **intensive support** in response to their initial energy audit to significantly reduce their energy consumption. This will be a rigorous and regular activity in each school led by our **‘Energy Heroes!’** energy expert and in partnership with the
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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
**Energy Heroes**
## **Trustee Report For The Period Ended 31[st] August 2023**
Community Energy Champion. They will work particularly with school business managers, site managers, teachers and pupils to see how 'low we can go?'.
This energy reduction programme will take place over 9 months from October to June and aims to reduce each school's energy consumption by 30%. For each school, a report will be developed to present as case studies to the wider community energy community as well as to other schools in the region.
**Table 2: Super Saver School**
**----- Start of picture text -----**
Year Super Saver Schools
Year 1 5
Year 2 5
Year 3 5
Year 4 5
Year 5 5
Totals 48
**----- End of picture text -----**
## **3. ‘Energy Heroes!’ Teach**
We will develop a marketing campaign that is aimed at supporting our recruitment of schools, but also to provide teachers with a wide range of teaching and learning activities to deliver.
Working across social media platforms, through **‘Energy Heroes!’** Teacher Training webinars, by making our website more interactive and by attending other teacher training events across the region and nationally, we aim to provide teachers with the motivation, skills and resources to teach about energy and the climate crisis effectively.
We will create a Professional Learning Network via WhatsApp to stimulate ideas and share resources also. This contribution to the teaching workforce is something we see to be pivotal in terms of the sustainable development of teaching for sustainable futures.
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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
## **Energy Heroes Trustee Report For The Period Ended 31[st] August 2023**
**Table 3:** ‘Energy Heroes!’ **Core offer**
**----- Start of picture text -----**
Community
Teachers Pupils
Members
Teaching and Learning Programme - Our Core offer Year Schools Total
Teach Engage Teach Engage Engage Reach
First of 6 maths lessons to year 5 pupils (teach).
1 40 40 440 1,600 9,200 3,200 18,400 32,880
Teacher’s Guide and goody-bag for each teacher (teach).
5 Home Energy Challenges (engage) over a 6-week period for 2 45 45 495 1,800 10,350 3,600 20,700 36,990
Year 5 pupils.
Energy audit and Energy Saving Action Plan (teach).
Posters for ‘instant display’ somewhere in the school (reach). 3 50 50 550 2,000 11,500 4,000 23,000 41,100
Whole school assembly (engage) and energy saving leaflets
(reach) for all pupils.
4 50 50 550 2,000 11,500 4,000 23,000 41,100
3 additional Eco-Club meetings for 5 schools to implement
Energy Saving Action Plan (teach
4 50 50 550 2,000 11,500 4,000 23,000 41,100
5 50 50 550 2,000 11,500 4,000 23,000 41,100
Totals 235 235 2,585 9,400 54,050 *18,800 *108,100 193,170
**----- End of picture text -----**
*These figures represent individual members. Using ONS data, we predict that this equates to **55,174 homes.**
**By assuming a 5% reduction on energy usage in the homes we reach, this equates to a total saving of £10,396,750 and a saving of 12,476 tonnes of carbon in homes.**
**These figures are conservative on the basis that ‘reach’ has less impact compared to the homes that we plan to ‘engage’ with and ‘teach’. Working across 235 schools in total, based on a 10% saving on energy bills in 1 YEAR, we calculate a saving of £728,500. We predict that over 5 years,** 9 **the total saving for schools is likely to be nearer £2,108,000 cumulatively assuming that schools are able to sustain their energy saving measures.**
**Energy Heroes**
## **Trustee Report For The Period Ended 31[st] August 2023**
## **6. Financial review**
## _**1. Reserves**_
Energy Heroes’ policy on reserves:
To generate and maintain a level of financial resources which is sufficient:
- To discharge any legal, financial and moral commitments as, or before they become due;
- To preserve the financial viability of the Charity in the event that unforeseen and/or unavoidable circumstance precipitate a short-term fall in its income and/or increase in its expenditure;
The Charity will achieve this by:
- create a pragmatic annual budget to enable it to manage its financial (and other) resources efficiently
- monitor actual financial performance against budget on a regular basis ( _ie:_ at trustees’ meetings) and take appropriate action in the event of material differences between actual and budgeted performance occurring;
- not enter into financial (or other resource) commitments for which the necessary funding is not assured;
## _**2. Principal sources of funding and outgoings**_
Funding is obtained from businesses who would like Energy Heroes to be delivered on their behalf into schools within their areas of interest. This usually comes under their Corporate Social Responsibility agenda. The main funder over the years has been Northern Power Grid, who have committed to grant support for the programme for the next 5 years of delivery.
Energy Heroes Charity will also look to gain grant funding from other sources, such as ‘Redress’ to expand delivery to other areas identified, but not within the geographic remit of the Northern Power Grid funding.
## _**3. Outgoings**_
The main out goings for the charity are paying for delivery of the programme including time resource and collateral.
## _**4. Remuneration of Trustees**_
All Trustees act in a voluntary capacity and receive no remuneration or other material benefits from their services to the Charity.
## _**5. Financial Status**_
Energy Heroes’ current resources from Northern Power Grid are more than sufficient to meet its outgoings for at least next year.
All the indications are that this will remain the case for the foreseeable future.
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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
## **Energy Heroes**
## **Trustee Report For The Period Ended 31[st] August 2023**
## _**6. Budget over the 5-year period**_
**----- Start of picture text -----**
Time Unit
Item Total
period Cost
Full time Project Manager 5 years £35,000 £175,000
Project officers 2 x part time 5 years £18,000 £180,000
Consultancy Services 5 years £5,000 £25,000
School teaching and learning materials for 235 schools 5 years £100 £23,500
Marketing and communications 5 years £3,000 £15,000
Travel 5 years £3,000 £15,000
Overheads @15% (Insurance, trustee meetings, administration, 5 years £65,025
accountancy/Legal, meeting spaces
Total £498,525
**----- End of picture text -----**
## _**7. Statutory Statements on Liabilities**_
The Trustees declare that:
- The charity has given no guarantees where potential liability under the guarantee is outstanding at the date of this statement
- The charity has no debt outstanding at the date of this statement which is owed by the CIO
## **7. Structure, governance and management**
## **1. Type of Governing Document**
Constitution – based on the Charity Commission’s model governing document for Foundation Charitable Incorporated Organisations, ie: where the Trustees are the only Members of the charity.
## **2. Charitable Objects**
Energy Heroes adopted the Foundation model constitution for a Charitable Incorporated Organisation with the Object:
“To advance the education of the public in the subject of Energy Literacy, Energy Efficiency and Climate emergency mitigation.”
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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
**Energy Heroes**
## **Trustee Report For The Period Ended 31[st] August 2023**
## **3. Statement by Charity Trustees**
The Trustees agree that the work undertaken complies with the duty in section 4 of the 2006 Act to have due regard to guidance on public benefit published by the commission in relation to deciding what activities the charity should undertake.
## **4. Our Trustees**
There must be at least three charity trustees. The maximum number of trustees is 12.
In accordance with the Constitution, Trustees are appointed or re-appointed for a term of three years by a resolution passed at a properly convened meeting of the charity trustees.
In appointing Trustees due consideration is given to ensuring that the Trustees have, between them, the skills and experience necessary to manage the charity effectively and in accordance with charity law.
## **Our Team**
We propose to continue to support our two excellent **‘Energy Heroes!’** project officers to develop their skills. We will do this through continued training with partner organisations as well as through our own monitoring and evaluation of performance and outcomes with schools and communities.
To enable the **‘Energy Heroes!’** programme to evolve, we have recruited a Project Manager to oversee our new project areas and to develop a more rigorous **‘Energy Heroes!’** monitoring and evaluation programme. Our cofounder Vikki Pendry will continue to provide consultancy services to the Programme and will take a lead on learning from and with similar national and international programmes.
## **8. Approval of the Board of Trustees**
The Trustees declare that they have approved the above Annual Report & Statement of Financial Activity.
Signed on behalf of the Trustees.
Kate Gilmartin (Chair of Trustees)
Date: 15/01/2024
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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
## **Energy Heroes Independent Examiner’s Report For The Period Ended 31[st] August 2023**
I report on the accounts of the charity for the year ended 31 Aug 2023.
## **Responsibilities and basis of report**
As the charity’s trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act).
It is my responsibility to examine the accounts under section 145 of the Act. In carrying out my examination, I have followed the Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Independent Examiner's Statement**
Having completed by examination, I confirm that no matter came to my attention in connection with the examination which gives me cause to believe that in, any material respect:
- accounting records were not kept as required by section 130 of the Act; or
- the accounts do not accord with those records; or
- the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
**Arun Sharma, ACCA Root Accountants Ltd, Sandown House, Sandbeck Way, Wetherby, England, LS22 7DN 15/01/2024**
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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
**Energy Heroes**
## **Statement of Financial Activities (including summary income and expenditure)**
## **For The Period Ended 31[st] August 2023**
## **Charity Number 1200378**
|**2023**
£
**Income**
Grants & Donations
49,938
**Total Income**
**Expenses**
Advertising
699
Contract Labour
41,677
Office Expense
410
Website service
986
Travel and Subsistence
128
Postage
124
Accountancy fees
900
Subscription
500
Bank charges
129
**Total Payments**
Deficit/Surplus of Receipts over Payments
Net Funds at 31 August 2023|£
49,938
45,554|
|---|---|
||4,384|
||4,384|
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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
## **Energy Heroes**
## **Balance Sheet as on 31[st] August 2023**
## **Charity Number 1200378**
|**Funds Reconciliation**
Cash at Bank & in hand 31 August 2022
Surplus/(deficit) this period
Cash at Bank & in hand 31 August 2023
**Bank & Cash Balances**
Bank Account
**Current Liabilities**
Trade Creditor
Accrual|**Unrestricted**
**Funds**
**£**
7,261
(2,877)
4,384|**Restricted**
**Funds**
**Endowment**
**Funds**
**£**
**£**|**Total 2023**
**£**
7,261
(2,877)|
|---|---|---|---|
|||-
-|4,384|
||||7,261|
||||7261|
||||1,977
900|
||||2,877|
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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
**Energy Heroes**
## **Accounts Approval**
## **Charity Number 1200378**
The company was entitled to exemption from audit under s477 of the Companies Act 2006 relating to small companies.
The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.
The trustees acknowledge their responsibilities for complying with the requirements of the Companies Act with respect to accounting records and the preparation of accounts.
These accounts have been prepared in accordance with the provisions applicable to the small companies regime and in accordance with FRS 102 SORP.
**Signed by one or two Trustees on behalf of all the trustees**
## **Date of Approval – 15/01/2024**
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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023
## **Energy Heroes**
## **Notes to the Accounts for the Period to 31st August 2023**
## **Charity Number 1200378**
## **5. Accounting policy**
- a) Basis of the preparation of the accounts
The accounts have been prepared under the historical cost convention.
The accounts have been prepared in accordance with FRS102 -1A. The Financial Reporting Standard applicable in the UK and Republic of Ireland and the Companies Act 2006 and the requirements of the Statement of Recommended Practice, Accounting and Reporting by Charities.
- b) Income and expenditure have been analysed in the accounts using natural classification.
- c) The charity maintains an unrestricted fund which represents funds which are expendable at the discretion of the trustees in furtherance of the objects of the charity. Unrestricted funds may arise from general donations, grants of a general nature, fees for service provision and payment for service delivery contracts.
Restricted funds may be provided to the charity for particular purposes and may only be spent for the purposes for which they were given. Any balance remaining outstanding on a restricted fund at the end of the year is carried forward as a balance on the fund unless permission has been given by the funder to remove the restriction on the balance outstanding. Restricted funds will arise from grants and donations given to the charity for a specific reason.
- d) The trustees confirm, in accordance with the Charitable Incorporated Organisations (General) Regulations 2012, that at the end the CIO did not have any outstanding guarantees to third parties, nor any debts secured on assets of the CIO.
## **6. Trustee benefits, payments, and expenses**
There were no payments, renumeration or expenses made to the trustees during the period.
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Energy Heroes: Trustees’ Annual Report and Financial Statements End of Period August 31[st] 2023