Finance Score: 2

Governance Score: 9

Support Score: 4

Strong growth: +2

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +4

Overall GiG Score: 15

ENERGIZE SHROPSHIRE TELFORD AND WREKIN

Sport development advice / guidance - facilities and participation schemesKnowledge and information services - sports participation and opportunitiesCommissioning / grant aiding providers to deliver activityTraining and education services - to sports / physical activity providers Award programmes - eg Coach / Volunteer of the Year etc

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Over half the Board have joined recently

Established: 12 years

www.energizestw.org.uk

info@energizestw.org.uk

01743297191

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£1,304	£1,084	£220	£0	£436	£286	3.2	13	0
31/03/22		£938	£887	£51	£0	£215	£215	2.9	11	0
31/03/21		£554	£528	£26	£0	£164	£154	3.5	11	0
31/03/20		£612	£557	£54	£0	£138	£138	3	14	62
31/03/19		£580	£586	£-6	£0	£84	£78	1.6	16	99
31/03/18		£575	£531	£44	£0	£90	£84	1.9	14	0
31/03/17	*	£646	£672	£-26	£0	£46	£39	0.7	12	0
31/03/16		£582	£560	£22	£0	£147	£140	3	12	0
31/03/15		£566	£552	£14	£5	£124	£121	2.6	10	0
31/03/14		£511	£481	£30	£5	£110	£108	2.7	8	0
31/03/13		£312	£232	£81	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 34%
Liabilities/Income: 17%
Unrestricted Funds/Total Funds: 66%
Reserves/Spending: 3.2 months
Net Current Assets/Spending: 5 months
Quick Ratio: 2.7

Asset Split ?

Listed activities

Amateur Sport
Education/Training
Recreation
The Advancement Of Health Or Saving Of Lives

How it operates

Acts as an umbrella or resource body
Makes Grants to Organisations
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Shropshire, Telford & Wrekin,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

13 employees

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Sport England - Together Fund - Phase 4
£183,161	09/03/2022	The focus of this programme of work is to help reduce the negative impact of COVID-19 and the widening of the inequalities in sport and physical activity. Target audiences are: Lower Socio-Economic ....more The focus of this programme of work is to help reduce the negative impact of COVID-19 and the widening of the inequalities in sport and physical activity. Target audiences are: Lower Socio-Economic Groups, Culturally Diverse Communities, Disabled People and People with Long-Term Health Conditions (LTHC).
Sport England - Moving Communities
£8,108	02/02/2022	Support the network of Active Partnerships in building their detailed understanding of the participation in leisure facilities, to support their focus on inactive people and under represented groups.
Sport England - B2022 Commonwealth Games: National Legacy
£29,500	21/09/2021 10	Funding under Sport England's Commonwealth Games 2022 (Legacy) funding programme for a Revenue project titled B2022 Commonwealth Games: National Legacy. This project is a Exercise & Fitness ....more Funding under Sport England's Commonwealth Games 2022 (Legacy) funding programme for a Revenue project titled B2022 Commonwealth Games: National Legacy. This project is a Exercise & Fitness project, with a focus on younger beneficiaries.
Sport England - Opening School Facilities Phase 2
£91,542	12/03/2021 1	Funding under Sport England's Opening School Facilities funding programme for a Revenue project titled Opening School Facilities Phase 2. This project lists its main activity as Sport and Physical ....more Funding under Sport England's Opening School Facilities funding programme for a Revenue project titled Opening School Facilities Phase 2. This project lists its main activity as Sport and Physical Activity
DCMS - ALB-Sport England-Opening School Facilities Phase 2
£91,542	12/03/2021	Funding under Sport England's Opening School Facilities funding programme for a Revenue project titled Opening School Facilities Phase 2. This project lists its main activity as Sport and Physical ....more Funding under Sport England's Opening School Facilities funding programme for a Revenue project titled Opening School Facilities Phase 2. This project lists its main activity as Sport and Physical Activity.
Sport England - Active Partnerships Funding 21-24
£436,024	07/12/2020 18	Funding under Sport England's Active Partnerships Funding 21-24 funding programme for a Revenue project titled Active Partnerships Funding 21-24. This project lists its main activity as Sport ....more Funding under Sport England's Active Partnerships Funding 21-24 funding programme for a Revenue project titled Active Partnerships Funding 21-24. This project lists its main activity as Sport participation and capacity building
Sport England - Active Partnerships Funding 21-24
£8,000	09/09/2020 18	Funding under Sport England's COVID-19 Rollover Funding: Active Partnerships Funding 21-24 funding programme for a Revenue project titled Active Partnerships Funding 21-24. This project lists its ....more Funding under Sport England's COVID-19 Rollover Funding: Active Partnerships Funding 21-24 funding programme for a Revenue project titled Active Partnerships Funding 21-24. This project lists its main activity as Sport participation and capacity building
DCMS - ALB-Sport England-COVID-19 Rollover Funding: Active Partnerships Funding 21-24
£8,000	09/09/2020	Funding under Sport England's COVID-19 Rollover Funding: Active Partnerships Funding 21-24 funding programme for a Revenue project titled Active Partnerships Funding 21-24. This project lists its ....more Funding under Sport England's COVID-19 Rollover Funding: Active Partnerships Funding 21-24 funding programme for a Revenue project titled Active Partnerships Funding 21-24. This project lists its main activity as Sport participation and capacity building.
Sport England - Primary Role 2018-21
£100,000	31/05/2020 30	Funding under Sport England's Primary Role 2018-21 funding programme for a Revenue project titled Primary Role 2018-21. This project lists its main activity as Sport participation and capacity ....more Funding under Sport England's Primary Role 2018-21 funding programme for a Revenue project titled Primary Role 2018-21. This project lists its main activity as Sport participation and capacity building
Sport England - Satellite Clubs
£86,906	06/02/2020 42	Funding under Sport England's Satellite Clubs funding programme for a Revenue project titled Satellite Clubs. This project is a Sport participation and capacity building project, with a focus on ....more Funding under Sport England's Satellite Clubs funding programme for a Revenue project titled Satellite Clubs. This project is a Sport participation and capacity building project, with a focus on younger beneficiaries.
DCMS - ALB-Sport England-CSP School Sport
£6,600	21/11/2019	Funding under Sport England's School Games funding programme for a Revenue project titled CSP School Sport. This project is a Sport participation and capacity building project, with a focus on ....more Funding under Sport England's School Games funding programme for a Revenue project titled CSP School Sport. This project is a Sport participation and capacity building project, with a focus on younger beneficiaries.
Sport England - CSP School Sport
£85,865	12/09/2019 35	Funding under Sport England's School Games funding programme for a Revenue project titled CSP School Sport. This project is a Sport participation and capacity building project, with a focus on ....more Funding under Sport England's School Games funding programme for a Revenue project titled CSP School Sport. This project is a Sport participation and capacity building project, with a focus on younger beneficiaries.
Sport England - CSP School Sport
£14,600	02/08/2019 35	Funding under Sport England's CSP School Sport funding programme for a Revenue project titled CSP School Sport. This project is a Sport participation and capacity building project, with a focus on ....more Funding under Sport England's CSP School Sport funding programme for a Revenue project titled CSP School Sport. This project is a Sport participation and capacity building project, with a focus on younger beneficiaries.
DCMS - ALB-Sport England-CSP School Sport
£8,000	02/08/2019	Funding under Sport England's CSP School Sport funding programme for a Revenue project titled CSP School Sport. This project is a Sport participation and capacity building project, with a focus on ....more Funding under Sport England's CSP School Sport funding programme for a Revenue project titled CSP School Sport. This project is a Sport participation and capacity building project, with a focus on younger beneficiaries.
Sport England - Local Workforce Development
£75,000	29/05/2019 35	Funding under Sport England's Local Workforce Development funding programme for a Revenue project titled Local Workforce Development. This project lists its main activity as Sport participation and ....more Funding under Sport England's Local Workforce Development funding programme for a Revenue project titled Local Workforce Development. This project lists its main activity as Sport participation and capacity building
Sport England - Governance Support 2019 (Chair Recruitment)
£5,000	22/03/2019 0	Funding under Sport England's NGB Governance Support 2018-19 funding programme for a Revenue project titled Governance Support 2019 (Chair Recruitment). This project lists its main activity as Sports ....more Funding under Sport England's NGB Governance Support 2018-19 funding programme for a Revenue project titled Governance Support 2019 (Chair Recruitment). This project lists its main activity as Sports Development
DCMS - ALB-Sport England-Governance Support 2019 (Chair Recruitment)
£5,000	22/03/2019	Funding under Sport England's NGB Governance Support 2018-19 funding programme for a Revenue project titled 'Governance Support 2019 (Chair Recruitment)'. This project lists its main activity as ....more Funding under Sport England's NGB Governance Support 2018-19 funding programme for a Revenue project titled 'Governance Support 2019 (Chair Recruitment)'. This project lists its main activity as Sports Development.
Sport England - Satellite Clubs
£73,704	05/02/2019 42	Funding under Sport England's Satellite Clubs funding programme for a Revenue project titled Satellite Clubs. This project is a Sport participation and capacity building project, with a focus on ....more Funding under Sport England's Satellite Clubs funding programme for a Revenue project titled Satellite Clubs. This project is a Sport participation and capacity building project, with a focus on younger beneficiaries.
Sport England - CSP School Sport
£85,865	31/10/2018 35	Funding under Sport England's CSP School Sport funding programme for a Revenue project titled CSP School Sport. This project is a Sport participation and capacity building project, with a focus on ....more Funding under Sport England's CSP School Sport funding programme for a Revenue project titled CSP School Sport. This project is a Sport participation and capacity building project, with a focus on younger beneficiaries.
Sport England - CSP School Sport
£8,000	04/10/2018 35	Funding under Sport England's CSP School Sport funding programme for a Revenue project titled CSP School Sport. This project is a Sport participation and capacity building project, with a focus on ....more Funding under Sport England's CSP School Sport funding programme for a Revenue project titled CSP School Sport. This project is a Sport participation and capacity building project, with a focus on younger beneficiaries.
DCMS - ALB-Sport England-CSP School Sport
£8,000	04/10/2018	Funding under Sport England's CSP School Sport funding programme for a Revenue project titled 'CSP School Sport'. This project is a Sport Participation and Capacity Building project, with a focus on ....more Funding under Sport England's CSP School Sport funding programme for a Revenue project titled 'CSP School Sport'. This project is a Sport Participation and Capacity Building project, with a focus on younger beneficiaries.
Sport England - Primary Role 2018-21
£585,000	21/06/2018 30	Funding under Sport England's Primary Role 2018-21 funding programme for a Revenue project titled Primary Role 2018-21. This project lists its main activity as Sport participation and capacity ....more Funding under Sport England's Primary Role 2018-21 funding programme for a Revenue project titled Primary Role 2018-21. This project lists its main activity as Sport participation and capacity building
Sport England - Local Workforce Development
£40,000	29/05/2018 35	Funding under Sport England's Local Workforce Development funding programme for a Revenue project titled Local Workforce Development. This project lists its main activity as Sport participation and ....more Funding under Sport England's Local Workforce Development funding programme for a Revenue project titled Local Workforce Development. This project lists its main activity as Sport participation and capacity building
Sport England - CSP School Sport
£85,865	19/12/2017 12	Funding under Sport England's CSP School Sport funding programme for a Revenue project titled 'CSP School Sport'. This project is a Sport participation and capacity building project, with a focus on ....more Funding under Sport England's CSP School Sport funding programme for a Revenue project titled 'CSP School Sport'. This project is a Sport participation and capacity building project, with a focus on younger beneficiaries.
Sport England - CSP School Sport
£85,865	19/12/2017 35	Funding under Sport England's CSP School Sport funding programme for a Revenue project titled CSP School Sport. This project is a Sport participation and capacity building project, with a focus on ....more Funding under Sport England's CSP School Sport funding programme for a Revenue project titled CSP School Sport. This project is a Sport participation and capacity building project, with a focus on younger beneficiaries.
Sport England - CSP Funding 2014-17
£120,000	24/10/2017 47	Funding under Sport England's CSP Funding 2014-17 funding programme for a Revenue project titled CSP Funding 2014-17. This project lists its main activity as Sport participation and capacity building
Sport England - Satellite clubs
£110,128	12/10/2017 6	Funding under Sport England's Satellite Clubs funding programme for a Revenue project titled 'Satellite clubs'. This project is a Sport participation and capacity building project, with a focus on ....more Funding under Sport England's Satellite Clubs funding programme for a Revenue project titled 'Satellite clubs'. This project is a Sport participation and capacity building project, with a focus on younger beneficiaries.
Sport England - Satellite Clubs
£110,128	12/10/2017 42	Funding under Sport England's Satellite Clubs funding programme for a Revenue project titled Satellite Clubs. This project is a Sport participation and capacity building project, with a focus on ....more Funding under Sport England's Satellite Clubs funding programme for a Revenue project titled Satellite Clubs. This project is a Sport participation and capacity building project, with a focus on younger beneficiaries.
Sport England - CSP School Sport
£8,000	03/10/2017 35	Funding under Sport England's CSP School Sport funding programme for a Revenue project titled CSP School Sport. This project is a Sport participation and capacity building project, with a focus on ....more Funding under Sport England's CSP School Sport funding programme for a Revenue project titled CSP School Sport. This project is a Sport participation and capacity building project, with a focus on younger beneficiaries.
DCMS - ALB-CSP School Sport
£8,000	03/10/2017	[Placeholder]
Sport England - CSP Funding 2014-17
£8,000	17/11/2016 47	Funding under Sport England's CSP Funding 2014-17 funding programme for a Revenue project titled CSP Funding 2014-17. This project lists its main activity as Sport participation and capacity building
Sport England - CSP Funding 2014-17
£245,721	26/05/2016 47	Funding under Sport England's CSP Funding 2014-17 funding programme for a Revenue project titled CSP Funding 2014-17. This project lists its main activity as Sport participation and capacity building
Sport England - CSP Funding 2014-17
£26,000	09/08/2014	Funding under Sport England's CSP Funding 2014-17 funding programme for a Revenue project titled 'CSP Funding 2014-17'. This project lists its main activity as Sport Participation and Capacity ....more Funding under Sport England's CSP Funding 2014-17 funding programme for a Revenue project titled 'CSP Funding 2014-17'. This project lists its main activity as Sport Participation and Capacity Building.
Sport England - CSP Funding 2014-17
£1,680,005	22/04/2014	Funding under Sport England's CSP Funding 2014-17 funding programme for a Revenue project titled 'CSP Funding 2014-17'. This project lists its main activity as Sport participation and capacity ....more Funding under Sport England's CSP Funding 2014-17 funding programme for a Revenue project titled 'CSP Funding 2014-17'. This project lists its main activity as Sport participation and capacity building.
Sport England - Energize Shropshire Telford & Wrekin CSP Funding 2011/2015
£918,037	06/05/2011	Funding under Sport England's Community Programme funding programme for a Revenue project titled 'Energize Shropshire Telford & Wrekin CSP Funding 2011/2015'. This project lists its main activity ....more Funding under Sport England's Community Programme funding programme for a Revenue project titled 'Energize Shropshire Telford & Wrekin CSP Funding 2011/2015'. This project lists its main activity as Sport participation and capacity building.
Sport England - Energize Shropshire Telford & Wrekin CSP Funding 2011/2015
£104,947	28/04/2011	Funding under Sport England's CSP Funding 2011/2015 funding programme for a Revenue project titled 'Energize Shropshire Telford & Wrekin CSP Funding 2011/2015'. This project lists its main ....more Funding under Sport England's CSP Funding 2011/2015 funding programme for a Revenue project titled 'Energize Shropshire Telford & Wrekin CSP Funding 2011/2015'. This project lists its main activity as Sport Participation and Capacity Building.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 35-69

KALPNA PARKASH Appointed: 2022, Occupation: Head Equity, Diversity & Inclusion

LINDA ANN COLLINS-IZQUIERDO Appointed: 2016, Occupation: Registered Nurse

LIZA FREUDMANN Appointed: 2022, Occupation: Marketing & Comms Director

PAUL HAVENHAND Appointed: 2024, Occupation: Managing Director

RAY SHELDON (Chair) Appointed: 2012, Occupation: Projects Manager

RICHARD SMITH Appointed: 2020, Occupation: Strategic Asset Manager

ROBIN PRITCHARD Appointed: 2022, Occupation: Retired

SARAH EVANS Appointed: 2022, Occupation: Community Enterprise Coordinator

VICTORIA SUGDEN Appointed: 2022, Occupation: Charity Director

Legal constitution

Charitable company registered in England & Wales on 27/06/2012, number: 1147861
Registered at Companies House on 11/05/2012, number: 08066413

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

11 returns made; AR17: 2 days late,

Main office

The Guildhall
Frankwell Quay
SHREWSBURY
SHROPSHIRE
SY3 8HQ

Objectives

THE OBJECTS OF THE CHARITY ARE TO PROMOTE COMMUNITY PARTICIPATION IN HEALTHY RECREATION FOR THE BENEFIT OF THE INHABITANTS OF SHROPSHIRE, TELFORD AND WREKIN AND THE SURROUNDING AREA AND IN PARTICULAR TO PROVIDE, OR TO ASSIST IN PROVIDING, AND TO PROMOTE:-(1) PUBLIC FACILITIES, AMENITIES, EQUIPMENT AND SERVICES FOR HEALTHY RECREATION;(2) FACILITIES AND SERVICES FOR RECREATIONAL, SPORTING OR OTHER LEISURE TIME OCCUPATION IN THE INTERESTS OF SOCIAL WELFARE FOR THE PUBLIC AT LARGE OR THOSE WHO BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, FINANCIAL HARDSHIP OR SOCIAL AND ECONOMIC CIRCUMSTANCES, HAVE NEED OF SUCH FACILITIES AND SERVICES;(3) THE IMPROVEMENT AND PRESERVATION OF GOOD HEALTH AND WELL-BEING THROUGHPARTICIPATION IN HEALTHY RECREATION;(4) EDUCATION, TRAINING AND COACHING COURSES WHICH PROMOTE PHYSICAL HEALTH AND FITNESS.

Data Sources