2025-08-31-accounts - Energy Heroes

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Registered Charity Number 1200378

Energy Heroes

Annual Report & Financial Statements

For The Year Ended

31[st] August 2025

Energy Heroes Contents For The Year Ended 31[st] August 2025

Trustees’ Report ...............................................................................................................................	3 - 12
Independent Examiner’s Report .......................................................................................................	13
Statement of Financial Activities.........................................................................................................	14
Balance Sheet ..................................................................................................................................	15 - 16
Accounts Approval…………………………………………………………………………………………...	17
Notes to the Financial Statements......................................................................................................	18

Energy Heroes Trustee Report For The Year Ended 31[st] August 2025

Trustees’ Annual Report for the year

From 01/09/2024 To 31/08/2025

1. Executive summary

2024–25 marked another year of growth and consolidation for Energy Heroes, deepening our reach and impact across schools, teachers, and communities. Building on over a decade of experience and recognition as a national leader in educational energy-saving programmes, we continued to deliver measurable impact in energy literacy, behaviour change, and carbon reduction.

Over the year, 45 schools, 45 teachers, and 13,091 pupils participated in the programme, reaching an estimated 39,813 individuals — nearly 3,000 more than projected. Through our Teach, Engage, and Reach framework, participating schools and households achieved an estimated £1.09 million in combined energy cost savings and 1,298 tonnes of CO ₂ e reductions.

Partnerships and collaboration with Northern Powergrid, Solar for Schools, Let’s Go Zero, Ministry for Eco Education (MEE), Sheffield Hallam University, Climate Ambassadors, Climate Education South Yorkshire (SCESY), Rotherham School Improvement Services (ROSIS) and local councils strengthened the programme’s reach and credibility, while our new Superhero Schools initiative set the stage for the next phase of national roll-out.

2. Administrative details

Charity name: Principal address: Charity Trustees:

Charity name: Energy Heroes Principal address: 53 Ashley Road, Altrincham, WA14 2DP Charity Trustees: Kate Gilmartin, Mark Pendry, Hugh Goulbourne, Amy Shaffery, Michael Gilmartin Charity incorporation date: 15 September 2022: CIO: Foundation model constitution Bank: Unity Bank Online Charity Registration number: 1200378 Registered Company Number CE030237

Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2025

Energy Heroes Trustee Report For The Year Ended 31[st] August 2025

3. Objectives and Activities

1. Description of the Charity’s Purpose

Energy Heroes advances education in energy literacy, energy efficiency, and climate change mitigation through an interactive learning programme designed primarily for Year 5 pupils and their wider school communities.

The programme seeks to:

Improve mathematical data-handling and problem-solving skills.
Empower energy users to reduce fuel bills and carbon emissions.
Encourage low-carbon living and sustainable behaviours.
Strengthen community understanding of the energy transition.

2. Main Activities in 2024–25

The Energy Heroes! programme was delivered in 45 schools across Yorkshire, the North East, and the Midlands. Each participating school received a comprehensive education and engagement package including:

Delivery of the first Energy Heroes maths lesson to Year 5 pupils by our trained teachers.
A Teacher’s Guide and goody bag enabling five further lessons to be delivered in class.
A pupil-led Energy Audit and Energy Saving Action Plan .
Whole-school assemblies and energy-saving leaflets for all pupils.
Five Home Energy Challenges to engage families and carers.
Optional Eco-Club sessions in 21 schools to embed learning and develop leadership skills.
• Access to EHTV! — a pupil-led media initiative filming short episodes on energy topics.

These activities combined curriculum learning with community engagement, enabling pupils to become messengers for change in their homes and schools.

4. Achievements and Performance 2024–25

Programme Reach and Impact

		Core Target		Delivered
Schools		45		45	Fully achieved
Pupils taught and engaged		10,350		13,091	Exceeded by 27%
Community members reached		36,990		39,813	Exceeded by 7.6%
Estimated cost savings		£1,091,748	£1,091,748		£919,785 household+£171,963 schools
Estimated CO₂e savings	~1,298 tonnes		—		Households only

Educational Outcomes

1,832 Year 5 pupils taught the first Energy Heroes maths lesson.
45 teachers trained and supported with classroom resources and CPD.
1,832 pupil questionnaires demonstrated increased energy and climate awareness.
9,949 households engaged through pupil-led outreach, newsletters, and displays.

Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2025

Energy Heroes Trustee Report For The Year Ended 31[st] August 2025

Environmental Outcomes

Using Ofgem and Carbon Trust methodologies:

£1.09 million combined annual savings in energy costs.
7.06 GWh estimated household energy saved.
1,298 tonnes of CO ₂ e avoided.

Partnerships and Networks

Formalised partnership with Solar for Schools and joined the Let’s Go Zero coalition.
Collaborated with Ministry of Eco-Education and Climate Ambassadors networks.
Hosted two national webinars:
Primary Maths for the Planet (January 2024)
Sustainable Food in Schools (June 2025)
Established a Professional Learning Network (PLN) via WhatsApp with 153 teacher members.
Presented at Sheffield Hallam University Climate Leaders Conference and TeachMeet CPD session , Green Economy, Climate Education South Yorkshire (SCESY), Bramly Council Cluster and MEE Eco-Ed Yorkshire events.

5. Plans for the Future

Building on the success of this year, the Trustees will focus on three strategic priorities for 2025–26:

1. Superhero Schools

A new, scalable model replacing Super Saver Schools , integrating carbon literacy and school-wide decarbonisation goals with measurable savings and Ofsted-linked outcomes.

2. Deepening Community Energy Engagement

Continue collaboration with Northern Powergrid and local councils to embed community energy literacy and strengthen links to regional retrofit and solar initiatives.

3. Digital Learning and Teacher Network Expansion

Enhance the Energy Heroes Professional Learning Network with online training, digital resources, and short CPD courses to support teachers delivering climate education across the curriculum.

Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2025

Energy Heroes Trustee Report For The Year Ended 31[st] August 2025

6. Financial Review

1. Reserves Policy

Energy Heroes maintains reserves sufficient to:

Discharge existing financial and moral commitments;
Safeguard continuity during funding fluctuations;
Ensure the charity can meet contractual and statutory obligations.

2. Principal Sources of Funding

The main funder remains Northern Powergrid , whose support underpins the majority of school delivery across the North East and Yorkshire. Additional support and in-kind contributions were secured through partner organisations and local authorities.

3. Expenditure

The main outgoings relate to:

Programme delivery staff and training
School resource packs and teaching materials
Travel, events, and communications
Administrative overheads and governance

4. Remuneration of Trustees

All Trustees serve in a voluntary capacity and receive no remuneration or benefits.

5. Financial Position

The charity remains financially sound, with secured funding commitments for 2025–26 and prudent financial management ensuring all obligations can be met.

7. Structure, Governance and Management

Governing Document:

Energy Heroes is governed by a Foundation Charitable Incorporated Organisation (CIO) constitution.

Charitable Object:

“To advance the education of the public in the subject of energy literacy, energy efficiency, and climate emergency mitigation.”

Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2025

Energy Heroes Trustee Report For The Year Ended 31[st] August 2025

Public Benefit Statement:

The Trustees confirm that the charity’s work delivers clear public benefit by:

Enhancing educational attainment and energy awareness among pupils and teachers.
Reducing household energy costs and carbon emissions.
Supporting community energy resilience and climate literacy.

Trustee Appointment:

Trustees are appointed for three-year terms and collectively provide expertise in education, energy, community engagement, and charity governance.

8. Statement of Financial Activity

(To be inserted from independently examined 2024–25 accounts.)

The Trustees are responsible for preparing the accounts in accordance with the Charities Act 2011 and confirm that the financial statements have been independently examined in line with section 145 of the Act.

9. Approval of the Board of Trustees

The Trustees declare that they have approved this Annual Report and the accompanying Statement of Financial Activity for the year ended 31 August 2025.

Signed on behalf of the Trustees,

Kate Gilmartin Chair of Trustees

Date: _03-12-2025______

Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2025

Energy Heroes Trustee Report For The Year Ended 31[st] August 2025

10. Appendix A - Summary of Key Achievements

1. Statistical highlights – Teach, Reach and Engage

Core offer Vs actuals delivered

	Year	Schools	Teachers	Teachers	Pupils	Pupils	Community Members	Community Members	Total
			Teach	Engage	Teach	Engage	Engage	Reach
Core offer	2	45	45	495	1800	10,350	3,600	20,700	36,990
Delivered	2	45	45	495	1832	11,259	3,664	22,518	39,813

Key Highlights

A total of 13,091 pupils across 45 schools were taught and engaged through the Year 5 workshop and whole-school assembly.
1,832 Year 5 pupils participated in the Energy Heroes workshop .
3,664 community members (mainly family members and carers) were engaged through pupils’ home energysaving challenges .
An estimated 22,518 community members were reached with energy-saving advice and awareness activities as a result of the programme.
Overall, the Energy Heroes programme reached 39,813 individuals , including teachers, pupils, and community members - exceeding the projected reach by nearly 3,000 people.

2. Activities

Based on our engagement with 45 schools, we have achieved the following outcomes in our three core activity areas: Teach, Reach and Engage.

	1. Teach
1.1. First of 6 lessons to Year 5 pupils	1832 Year 5 pupilswere taught the first of 6 Energy Heroes maths lessons by our teachers.
1.2. Teacher’s Guide and goody-bag for each teacher	45 Year 5 class teacherswere provided with an ‘Energy Heroes!’ Teacher’s Guide to delivering 5 further maths lessons.

Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2025

Energy Heroes Trustee Report For The Year Ended 31[st] August 2025

1.3. Energy audit and energy saving Action Plan	45 groupsof 4-8 pupils participated in the ‘Energy Heroes!’ Energy Audit.
1.4. 3 Additional sessions, including Eco-Club meetings, for 5 schools to implement Energy Saving Action Plan	47%of participating schools (21 out of 45) engaged in additional face-to-face support through follow-up Energy Heroes visits, including: • Eco-Club sessions • Art workshops • English debating sessions • Drama lessons • Developing and presenting compelling arguments to school management/leadership staff to advocate for change. `o` Crafting persuasive letters to school trusts and leadership, practicing dialogue around sustainability. `o` Designing and delivering presentations for whole-school assemblies, broadening the programme’s impact. • EHTV! `o` Planning, scripting, and filming episodes for ‘Energy Heroes!’ TV (EHTV), offering pupils hands-on experience in media production.
	2. Engage
2.1. 5 Home Energy Challenges over a 6-week period for Year 5pupils	Over a 6-week period,1,832 Year 5 pupilsparticipated in five ‘Energy Heroes!’ Home Energy Challenges.
2.2. Whole school assembly	In addition to the1,832 Year 5 pupils, we engaged further11,259 pupilsthrough the assembly, our additional Energy Heroes activities and by displaying information within the school.
	3.Reach
3.1. Posters for ‘instant display’ somewhere in the school.	We provided45 schoolswith 6 display posters, to accompany the Action Plan.
3.2. Energy saving leaflets for all pupils.	We provided ‘Energy Heroes!’ energy saving leaflets for all pupils in each school.

Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2025

Energy Heroes Trustee Report For The Year Ended 31[st] August 2025

Additional achievements:

Approximately 1,832 pupils completed a questionnaire to assess their knowledge about energy and climate change.
A projected 1,832 pupils have taken part in 4 - 6 maths follow-up lessons based around climate change and energy efficiency.
Approximately, 12,185 pupils attended the Energy Heroes assembly, where they learned about different energy sources, energy delivery, and the importance of reducing energy waste to protect the environment. This figure is slightly lower than the reported total number of pupils “taught” and “engaged”, due to 5 schools requesting KS2-only assemblies because of scheduling constraints.
45 schools took part in the Energy Audit activity, involving approximately 192 Year 5 pupils who stepped into the role of 'Energy Heroes' eco-champions. This hands-on experience empowered pupils to investigate their school’s energy use, identify areas of waste, and lead on promoting more sustainable behaviours. Working alongside peers and staff, they developed practical leadership skills while driving positive change within their school communities.
Approximately, 9,949 households were engaged or reached by the Energy Heroes programme, of which.
1,392 households were engaged through co-ordinated and focused indirect interaction with pupils, teachers and community members, for example: Year 5 pupils teaching parents about energy savings or parental attendance at school assemblies or events.
8,557 households were engaged through indirect interaction with pupils, teachers and community members, for example: leaflets sent home, articles in school newsletters, displays in schools and communities.

3. Carbon, cost and energy savings - Year 2

In the 2024–2025 academic year, the Energy Heroes programme is estimated to have enabled £1,091,748 in combined annual energy cost savings for participating schools and households.

£919,785 - estimated total household cost savings
£179,100 - estimated total school cost savings
£1,098,885 - estimated combined cost savings on household and school fuel bills
1,417,395kgCO2e - estimated combined Carbon savings on household and school fuel bills

Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2025

Energy Heroes Trustee Report For The Year Ended 31[st] August 2025

The table below outlines the methodology and assumptions used to calculate these estimated savings across all participating schools and the households reached through the programme.

Estimated savings 2024/25	Calculation
£919,785- estimated total household cost savings	• Estimated average annual dual-fuel energy bill (medium household) in 2024–25: £1,849, based on Ofgem's price cap as of April–June 2025i(source:Changes to energy price cap between 1 April and 30 June 2025
£179,100- estimated total school cost savings	• The average Primary School spends an estimated £39,800 year on energy. This estimate is calculated based on the average annual energy cost for a primary school in England in 2023/24 of £38,214, plus the predicted 4.1% energy price inflation for the 2024/25 financial year: £38,214 × 1.041 ≈ £39,800 (source:Schools: Energy. Question for Department for Education – 2023/24). • £39,800 spend x 45 schools = £1,791,000 total school expenditure on energy • £1,791,000 x 0.10% behaviour change impact = £179,100
£1,098.885- estimated combined cost savings on household and school fuel bills	• £919,785 household savings + £179,100 school savings = £1,098,885 savings
Energy
7,063,790 kWh-estimated household energy savings	• Medium 3 bedroom/2-3 people household energy consumption a year = 14,200 kWh • 9,949 households = 141,275,800 kWh/yr • 141,275,800 x 0.05% behaviour change impact =7,063,790 kWh
660,000kWh -estimated school energy savings	660,000kWhADD CALCULATIONS IN HERE TO MATCH SECTIONS ABOVE?

Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2025

Energy Heroes Trustee Report For The Year Ended 31[st] August 2025

7,720790kWh -estimated combined energy savings for households and schools	7,720790kWhADD CALCULATIONS IN HERE TO MATCH SECTIONS ABOVE?
Co2e
1,298,344.5kg CO2e-estimated household Co2e savings =	• Medium 3 bedroom/2-3 people household electricity/gas consumption a year = 2,700 kWh/11,500 kWh • Electricity = 0.20707 kg Co2e per kWh (New UK Grid Emissions Factors 2023 - ITPEnergised) • Gas = 0.180kg CO2e per kWh (Source: Ofgem, https://tinyurl.com/ykpcrc77) • 2700 x0.20707 = 540 kg CO2e -electricity • 11,500 x0.180 = 2,070 kg CO2e - gas • 540 + 2070 = 2,610 kg CO2e total / household Co2e • = 2,610x 0.05% behaviour change impact= 130.5 kg CO2e / household savings • 9,949households =1,298,344.5kg CO2e
120,000 kg CO2e -estimated school Co2e savings	120,000 kg CO2e ADD CALCULATIONS IN HERE TO MATCH SECTIONS ABOVE?
1,417,395kgCO2e-estimated combined Co2e savings for households and schools	Total Households and Schools1,417,395kgCO2efor the Energy Heroes programme for 1 year. ADD CALCULATIONS IN HERE TO MATCH SECTIONS ABOVE?

4. Additional activities and networking

Developed the new initiative on Superhero Schools to replace SSS
Networks and partnerships
Let’s Go Zero (LGZ) – new coalition partners
Engaged with the Climate Ambassadors programme, with potential for deeper collaboration next year.Solar for Schools (SfS) – formalised and developed partnership
Local Councils: North Yorks, Rotherham, Leeds, Bramley Cluster
Ministry of Eco-Education (MEE) – initiated and developed close working collaboration.
Sheffield Hallam University and Royal Society Partnership Programme collaboration - contributed to the development of the Tomorrow’s Climate Scientists project.
Fair Warmth/Centre for Energy Equality -contributed to the development of the Fairer Warmth schools app.
Rotherham School Improvement Servies (ROSIS) – strengthened collaboration to support schools in South Yorkshire, resulting in an invitation to present at the ROSIS STEM conference in October 2025.
Partnered with the Ministry of Eco Education and key stakeholders to deliver the Eco-Ed West Yorkshire event at the Hepworth Gallery, including presenting and leading an interactive workshop for educators.
Delivered an educators’ workshop at Sheffield Hallam University’s Climate Leaders Conference.
Ran multiple “Energy Heroes Rap” workshops with over 100 school participants at the Schools' Climate Education South Yorkshire (SCESY) climate conference, in Rotherham.
Presented and hosted a stall at the Green Economy (Yorkshire) event.
Presented at the Sheffield Hallam University TeachMeet CPD session to support sustainability education.
o Ran 2 webinars this year, Primary maths for the planet in January 2024 and Sustainable Food in Schools in June 2025. These had 55 registrations of educational professionals and received very positive feedback.

Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2025

Energy Heroes Trustee Report For The Year Ended 31[st] August 2025

Set up a teacher support WhatsApp group for ongoing CPD and sharing Energy Heroes resources and promotional materials
Compiled and sent an EH newsletter to our Professional Learning Network each term, which now has 153 subscribers.

1 The average household energy bill in the UK during the 2024–25 academic year ranged from £1,734 to £1,928, depending on the quarter. For consistency, we use the most recent cap of £1,849 (April–June 2025) as a representative annual figure, based on Ofgem’s benchmark for a typical dual-fuel household.

Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2025

Energy Heroes Independent Examiner’s Report For The Year Ended 31[st] August 2025

I report on the accounts of the charity for the year ended 31 Aug 2025.

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 03/12/2025

Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2025

Energy Heroes

Statement of Financial Activities (including summary income and expenditure)

For The Year Ended 31[st] August 2025

Charity Number 1200378

2025 £ Income Grants & Donations 100,385 Total Income Expenses Advertising 2,296 Contract Labour 69,012 Office Expense 1,075 Website service 1,024 Travel and Subsistence 69 Postage 1,062 Accountancy fees 1,068 Subscription 321 Bank charges 119 Depreciation 327 Total Payments Deficit/Surplus of Receipts over Payments Net Funds at 31 August 2025	2024 £ £ 101,900 100,385 1,988 68,517 603 932 - 930 900 165 108 344 76,373 24,012 24,012	£ 101,900 74,486
		27,414

		27,414

Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2025

Energy Heroes

Balance Sheet as on 31[st] August 2025

Charity Number 1200378

Funds Reconciliation Cash at Bank & in hand 31 August 2025 Surplus/(deficit) this period Funds Carried Forward Fixed Assets Cost As at 01 September 2024 As at 31 August 2025 Provision As at 01 September 2024 Charge for the year As at 31 August 2025 Net Book Value As at 01 September 2024 As at 31 August 2025	Unrestricted Funds £ 56,594 (4,783) 51,811	Restricted Funds Endowment Funds Total 2025 £ £ £ 56,594 (4,783)	Total 2024 £ 33,833 (2,034) 31,798 Computer Equipment £ 1,650 1,650 343 327 670 980 1,307	Total 2024 £ 33,833 (2,034)
		- - 51,811		31,798

Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2025

Energy Heroes

Balance Sheet as on 31[st] August 2025

Charity Number 1200378

Bank & Cash Balances Bank Account Current Liabilities Trade Creditor Credit Card Accrual	2025 £ 56,594 56,594 755 - 1,008 1,763	2024 £ 33,833
		33,833
		2,429 12 900
		3,341

Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2025

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 – 03/12/2025

Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2025

Energy Heroes

Notes to the Accounts for the Year to 31st August 2025

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 analyzed 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 Organizations (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.
e) Tangible fixed assets are measured at cost less accumulated depreciation and any accumulated impairment losses. Depreciation is provided at rates calculated to write off the cost of the fixed assets, less their estimated residual value, over their expected useful lives on the following bases:

Computer Equipment 25% reducing balance method

6. Trustee benefits, payments, and expenses

There were no payments, renumeration or expenses made to the trustees during the period.

Energy Heroes: Trustees’ Annual Report and Financial Statements End of Year August 31[st] 2025