Trustees’ Annual Report for the period
From 6[th] April 2024 Period start date To 5[th] April 2025 Period end date
Charity name: ADHD Liberty
Charity registration number: 1197012
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To support ADHD children and adults. To signpost and guide ADHD people who are in difficult circumstances whether that be with the law, school or employment. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Helping people get the right diagnosis. Supporting people in prison who cannot access an ADHD diagnosis. Liaising with the ministry of justice around supporting neurodiversity support managers In Prison. Helping to set up ADHD Support Group's In Prison and Probation. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes trustee notified and confirm confirmed. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | No change from the previous year. We have helped clients in dire situations for example a 13-year-old who had already been arrested and was in an approved school. We tried to help as many people in very difficult circumstances as we can. We always check their financial situation before awarding any grant |
| Policy on social investment including program related investment |
Para 1.38 | None as yet |
| Contribution made by volunteers |
Para 1.38 | Only the CEO works almost full-time promoting the charity. No payment is made for these services. |
| Other |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Work has continued to raise awareness of ADHD in the education system and the criminal justice system specifically. But also in addiction services and homelessness services. We have also raised awareness with Careers services who are working with teenagers who have fallen between the cracks. The same work as before has continued and been done by the same people |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | Very much focused on achieving the aims of the charity. Still focusing on people in the most dire circumstances and need. Very determined to raise awareness of ADHD in the criminal justice system and the education system and all our work this year has been working towards that |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Most funds have come from donations from the public, donations from the CEOs other businesses and a pharmaceutical company who wanted to support |
| Investment performance against objectives |
Para 1.41 | None as yet |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity is in credit and always will be. It does not have an overdraft facility with the bank. It still receives funds from the CEO who donates money from her business to the charity. There will never be a financial issue with the charity because it has no ability to be overdrawn The charity is in a healthy position. Currently the Charity has over £15,000 in it. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Only held to make sure we have money available for emergency cases. And because we have no overdraft and do not ever wish to be in a negative equity position. |
| Amount of reserves held | Para 1.22 | £15,008.67 |
| Reasons for holding zero reserves |
Para 1.22 | Not applicable |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None, the Charity is still in a strong position. |
| Additional information (optional) | Additional information (optional) | Additional information (optional) | |
|---|---|---|---|
| You may choose to include further statements where relevant about: | |||
| One Donation received from a | |||
| pharmaceutical company. There is a | |||
| The charity’s principal | regular monthly donation from one doner | ||
| sources of funds (including | Para 1.47 | ||
| any fundraising) |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | One Donation received from a pharmaceutical company. There is a regular monthly donation from one doner |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | We don’t believe there are any risks that the charity is likely to face. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO – FOUNDATION, Registered 08 Dec 2021 |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Chosen by the CEO in conjunction with any current trustees. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | Monthly, trustee meetings, and all people joining our highly qualified psychiatrists, police, officers, and social workers all already very experienced in this field. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Trustees and ambassadors with plans to take on more volunteers |
| Relationship with any related parties |
Para 1.51 | Working with private and HMPS prisons to help with ADHD incarcerated adults |
| Other |
Reference and Administrative details
| Charity name | ADHD Liberty |
|---|---|
| Other name the charity uses | No other names |
| Registered charity number | 1197012 |
| Charity’s principal address | 12 Jumelle Mews High Wycombe Buckinghamshire HP13 5BU |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| Sarah Jennifer Templeton |
CEO | |||
| Lamin Dibba | ||||
| Alexandra Elizabeth Harvey- Bryn |
||||
| Sean McNicholas | ||||
| Michelle Holloway | ||||
| Joanne Liveston | ||||
| Rachel Mary Bullimore |
||||
| Khaled Mostafa Ibrahim Helmy |
||||
| Georgia Clare Miller |
1stJune 2024 |
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets None held in this capacity Name and objects of the None charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for None safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of | Name | Address |
|---|---|---|
| adviser |
Name of chief executive or names of senior staff members (Optional information)
CEO - Sarah Templeton
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date
ADHD LIBERTY
a Charitable Incorporated Organisation
TRUSTEES’ REPORT AND FINANCIAL STATEMENTS
FOR THE YEAR ENDED 04 April 2025 Registered Charity Number: 1197012
ADHD Liberty 12 Jumelle Mews, High Wycombe Email: sarah@adhdliberty.org
Page 1 of 10
| CONTENTS | |
|---|---|
| - Reference and Administrative Information | 3 |
| - Trustees' Report | 4 |
| - Independent Examiner's Report | 6 |
| - Statement of Financial Activities | 7 |
| - Balance Sheet | 8 |
| - Notes to the Financial Statements | 9 |
Page 2 of 10
REFERENCE AND ADMINISTRATIVE INFORMATION
Chairman: Sarah Templeton
Trustees:
Lamin Dibba Alexandra Harvey-Bryn Sean McNicholas Joanne Liveston Michelle Holloway Rachel Bullimore Khaled Helmy Georgia Miller Charity Registered Number: 1197012
Registered Office: 12 Jumelle Mews, High Wycombe, Bucks, HP13 5BU
Independent Examiner:
Mrs Marina Hunt FCCA Dux Advisory Limited Kennel Club House Gatehouse Way Aylesbury Bucks HP19 8DB
Page 3 of 10
TRUSTEES' REPORT
Objectives and Activities
The object of the CIO is the relief of those with ADHD (Attention Deficit Hyperactivity Disorder) by providing grants to them, their families and those caring for and supporting them in particular, but not exclusively, to receive services such as professional assessment, diagnosis, medication and follow-on psychiatric support.
The main activities are to provide grants, raise awareness, campaign for positive change and to seek equality for ADHD children and adults. Specialising in marginalised members of society, e.g. homeless, ex-offenders and those impacted by addiction.
All trustees have confirmed that they have had regard to the guidance issued by the Charity Commission on public benefit.
Policy on grant making
Applications to be made to the Board, and to be considered on financial means of the applicant, their current mental state, involvement with addiction, the criminal justice system and their risk to themselves and others.
Achievements and performance
The Charity Trustees have been working extremely hard to raise awareness of adult ADHD and childhood ADHD, particularly in homeless, addiction and offending areas. The CEO has given talks on ADHD in Aberdeen and Nice in France for ADHD Europe.
The CEO and trustees have visited homeless charities, addiction charities, schools, Prisons and Probations, in an attempt to raise awareness of ADHD.
Many members of the charity attended the Caroline Flack annual festival in aid of mental health charities.
The CEO has appeared on numerous podcasts and webinars, written articles for newspapers and magazines and released her third book on helping parents understand their ADHD teenagers.
The vast majority of the work the CEO does is unpaid, and she has not taken one penny from the charity. All the work she does to raise awareness is unpaid and she pays for all her own costs.
Achievements against objectives set
More than expected. The charity’s passion has contributed to the new NHS ADHD task force looking into the amount of ADHD in the criminal justice system.
Page 4 of 10
The charity has also joined forces with MP Matt Hancock’s Charity, THE ASSISTED LEARNING FOUNDATION who were pushing for dyslexia screening in schools. Due to ADHD Liberty’s campaigning, he has agreed to change his bill in parliament to a bill that covers all neuro divergency rather than just dyslexia.
Fundraising
Fundraising has started with a JustGiving page. Corporation Tax has already been donated to the charity. There are plans in the year ahead for several fundraising activities.
A lot of time has been invested into setting up the charity, getting the right trustees on board, finding the right ambassadors for the charity, and setting everything up, ready to take on much more campaigning work in future.
Financial Review
The charity is in a healthy financial position. It has no overdraft facilities and will never be in any overdraft position. Currently the charity has over £15,000 in the bank.
Reserves are only held to ensure that the Charity has money available for emergency cases. Also, because there is no overdraft facility the Charity does not want to be in a negative equity position.
Going concern
There are no uncertainties about the Charity continuing as a going concern. The Charity is in a strong position with more trustees. The trustees include two serving police officers, two fully qualified psychiatrists, a social worker and many people with lived or working experience in the field. We are gathering national and even international attention for the work we are doing, and we have an extremely good reputation.
Structure, Governance and Management
The charity is a CIO Foundation, registered 8th December 2021. The Trustees are chosen by the CEO in conjunction with any current trustees.
Signed on behalf of the Trustees:
Sarah Templeton – Chairman
Page 5 of 10
INDEPENDENT EXAMINER'S REPORT
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the period ended 4th April 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”). 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.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
-
the accounting records were not kept in accordance with section 130 of the Charities Act; or
-
• the accounts did not accord with the accounting 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.
Signed: ____ Date: ______
Mrs Marina Hunt FCCA Dux Advisory Limited Kennel Club House Gatehouse Way Aylesbury HP19 8DB
Page 6 of 10
STATEMENT OF FINANCIAL ACTIVITIES
For the Year Ended 04 April 2025
| Recommended categories by activity Notes Income and endowments from: Donations and legacies 2 Total Expenditure on: Charitable activities 3 Total Net income/(expenditure) Net movement in funds Reconciliation of funds: Total funds brought forward Total funds carried forward |
Unrestricted funds £ 18,128 |
Total Funds 2025 Total Funds 2024 £ £ 18,128 24,946 |
|---|---|---|
| 18,128 | 18,128 24,946 |
|
| 21,658 | 21,658 7,036 |
|
| 21,658 | 21,658 7,036 |
|
| (3,530) | (3,530) 17,910 |
|
| (3,530) 19,288 |
(3,530) 17,910 19,288 1,378 |
|
| 15,758 | 15,758 19,288 |
Page 7 of 10
BALANCE SHEET
As at 04 April 2025
| ALANCE SHEET s at 04 April 2025 |
||
|---|---|---|
| Recommended categories by activity Notes Current assets: Debtors 4 Cash at bank and in hand 5 Total current assets Net current assets/(liabilities) Total net assets or liabilities Funds of the Charity Unrestricted funds 6 Restricted income funds 6 Endowment funds 6 Total funds |
Unrestricted funds £ 750 15,008 15,758 15,758 |
Total Funds 2025 Total Funds 2024 £ £ 750 750 15,008 18,538 15,758 19,288 15,758 19,288 |
| 15,758 | 15,758 19,288 |
|
| 15,758 - - |
15,758 19,288 - - - - |
|
| 15,758 | 15,758 19,288 |
The financial statements were approved by the Board on [DD-Month-2025] and signed on its behalf by:
Sarah Templeton Trustee
Page 8 of 10
NOTES TO THE FINANCIAL STATEMENTS
04 April 2025
1. Accounting Policies
1.1 Accounting Policies
The principal accounting policies adopted by the Charity, which is a public benefit entity, in the preparation of the accounts are as follows.
1.2 Basis of preparation
These accounts have been prepared under the historical cost convention, as modified by the inclusion of charitable properties and fixed asset investments and investment properties at valuation. These accounts have been prepared in accordance with “Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)” (effective 1 January 2019) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.
These accounts are presented in pounds sterling and rounded to the nearest pound.
1.3 Going concern
The Trustees have prepared financial projections, taking into consideration the current economic conditions and have, at the time of approving these accounts, a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus they continue to adopt the going concern basis of accounting in preparing the accounts.
2. Income from Donations and Legacies
| Analysis | Unrestricted funds | Total funds 2025 | Total funds 2024 |
|---|---|---|---|
| £ | £ | £ | |
| Donation andgifts | 18,128 | 18,128 | 24,946 |
| Total | 18,128 | 18,128 | 24,946 |
3. Expenditure on Charitable Activities
| Analysis | Total funds 2025 | Total funds 2024 |
|---|---|---|
| £ | £ | |
| Charity running cost | 20,142 | 6,441 |
| Legal/professional fees | 1,516 | 595 |
| Total | 21,658 | 7,036 |
Page 9 of 10
4. Debtors: Amounts falling due within one year
| Analysis | Total funds 2025 | Total funds 2024 |
|---|---|---|
| £ | £ | |
| Other debtors | 750 | 750 |
| Total | 750 | 750 |
5. Cash at bank and in hand
| Analysis | Total funds 2025 | Total funds 2024 |
|---|---|---|
| £ | £ | |
| Cash at bank and on hand | 15,008 | 18,538 |
| Total | 15,008 | 18,538 |
6. Charity funds
6.1 Details of material funds held and movements during the current reporting period
| Fund | Fund | |||||
|---|---|---|---|---|---|---|
| Fund names | balances brought |
Income | Expenditure | Transfers | Gains and losses |
balances carried |
| forward | forward | |||||
| £ | £ | £ | £ | £ | £ | |
| Unrestricted funds |
19,288 | 18,128 | (21,658) | - | - | 15,758 |
| Total | 19,288 | 18,128 | (21,658) | - | - | 15,758 |
6.2 Details of material funds held and movements during the previous reporting period
| Fund names Fund balances brought forward Income £ £ Unrestricted funds 1,378 24,946 |
Expenditure Transfers £ £ (7,036) - |
Gains and losses Fund balances carried forward £ £ - 19,288 |
|---|---|---|
| Total 1,378 24,946 |
(7,036) - |
- 19,288 |
Page 10 of 10
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