Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
BARRY & MARTIN’S TRUST (Registered Charity No. 1062629)
贝利马丁基金会（慈善注册号 1062629 ）
TWENTY EIGHTH ANNUAL REPORT AND ACCOUNTS
第二十八年度主席报告及财务报表
Period 1 January – 31 December 2024 （2024 年 1 月 1 日 —— 2024 年 12 月 31 日）
Liu Kai and Xiao Chao, leaders of the Yichang Tongxing Social Work Service, Xiao Shang (pathologist) and volunteer Lily, with Trustee Nathalie Gordon
Accounts prepared by: Paul Beadman, FCA, Maple Lodge, Paines Hill, Steeple Aston, Oxfordshire, OX25 4SQ
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
BARRY & MARTIN’S TRUST
Charity Number: Governing Document : Registration Date :
Grants Policy :
Trustees :
Executive Director: China Steering Group:
Advisers: UK
China USA Hong Kong
Legal Adviser in UK:
Registered Office:
Secretary: Treasurer: Bankers:
1062629 Trust Deed dated 3 May1997 3 June 1997
Projects with a strong UK-China-Hong Kong axis devoted to medical care, education and prevention of HIV/Aids
Martin L. Gordon CBE (Chairman Emeritus), Nathalie Gordon (Chair), Eugene Chang, James Lewisohn
Dr Shisong Jiang Zhen Li (Director), Mingfang Song, Yang Jie
Professors Brian Gazzard, Frances Gotch, Clifford Leen, Xiaoning Xu , Dr Beng Goh, Dr John Walsh, Dr Li Xu Macra e, Dr Mike Youle Dr Xu Keyi Dr Damien Lu Aubrey Li, Dr Willy Wong Peter Tustin
91 Clarendon Drive, Putney, London SW15 1AN Email: nathalie@barryandmartin.org - Website: www.barryandmartin.org
Ines Lock
Paul Beadman FCA
CAF Bank Ltd
Kings Hill, West Malling, Kent ME19 4TA
HSBC Bank plc (Banbury branch) 17 Market Place, Banbury, OX16 5ED
Barry & Martin America,
Inc.:
Carol Dauber, Director, Secretary & Treasurer 225 East 73[rd] Street, Apt 2G New York, NY 10021 email: cdauber@nyc.rr.com Other Directors: Benjamin Edelshain, Philip Goodeve, Michael Leigh (Vice-President), Vanessa Ai Hua Li, Noel Sanborn, Rosita Sarnoff,
Advisers: James Chen, John Pull, Dr Tom Warne, Humphrey Wou West Coast Chapter: Linda Lee Assistant Treasurer: Nicholas Opinsky
A group from Barry & Martin America with Martin. Back row: John Pull, Martin Gordon, Carol Dauber; front row: James Chen, Philip Goodeve, Rosita Sarnoff
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
BARRY & MARTIN'S TRUST
ABBREVIATED STATEMENT OF RECEIPTS AND PAYMENTS TEN YEAR SUMMARY TO 31 DECEMBER 2024
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| £ | £ | £ | £ | £ | £ | £ | £ | £ | £ | |
| RECEIPTS | ||||||||||
| Cash donations | 80,465 | 123,657 | 99,670 | 116,149 | 105,425 | 128,744 | 117,123 | 119,813 | 116,940 | 120,388 |
| Tax refund | 1,189 | 2,458 | 2,254 | 2,815 | 3,537 | 4,237 | 23,252 | 2,884 | 3,848 | 3,037 |
| Net dividends and similar | 56,627 | 62,840 | 65,944 | 44,145 | 43,519 | 72,774 | 96,638 | 104,553 | 80,727 | 65,701 |
| Interest | 934 | 3,930 | 972 | - | - | - | - | - | - | |
| TOTAL INCOME | 139,215 | 192,885 | 168,840 | 163,109 | 152,481 | 205,755 | 237,013 | 227,250 | 201,515 | 189,126 |
| OVERHEADS | 20,155 | 19,325 | 18,970 | 20,734 | 17,375 | 17,353 | 12,212 | 11,859 | 10,906 | 10,080 |
| GRANTS FOR | ||||||||||
| CHARITABLE PURPOSES | ||||||||||
| IN CHINA | 112,006 | 139,422 | 138,811 | 121,010 | 151,566 | 138,146 | 126,755 | 51,585 | 130,868 | 121,591 |
Trustee Eugene Chang, (back row, fifth from left), Dr Zhang Jianbo (to his left), with staff and patients at the Peggy Health Centre, Dali
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
CHAIRMAN’S STATEMENT
主席陈述
The Trustees have pleasure in presenting our 28th Annual Report, covering our work in China in 2024. In April of this year, Trustees Eugene Chang and Nathalie Gordon visited seven out of the nine projects in China that we supported in 2024. This has been our first comprehensive visit to our partners across the country since the reopening after the difficult Covid period.
As part of this trip, Eugene and Nathalie both attended the 10[th] National Aids Academic Conference of the Chinese Association of STD and AIDS Prevention a n d Control in Zhuhai, at the invitation of the Association. We were delighted to be welcomed by so many of our former prize-winners and long standing partners and to hear from leaders in the field of HIV from UNAIDS, WHO and from across China. During the conference we presented the 23[rd] Barry & Martin’s Trust prize to Dr Sun Lijun for her leadership and pioneering work in prevention of mother-to-child transmission of HIV. Dr Sun is Director of the outpatient clinic of the Infection Centre of Beijing You’an Hospital, the director of the Beijing STD and AIDS Clinical Diagnosis and Treatment Centre, and the deputy director of the Beijing STD Prevention and Control Institute. Her studies and guidelines for managing HIV in families have been recognised and adopted by Chinese and international authorities and are helping to prevent the spread of HIV through families worldwide.
While the social issues around the transmission of HIV remain sensitive in a Chinese context, the commitment to extend the opportunity for testing to all and to provide the best possible medical care for all those who test positive was clear across all of the NGO and Government groups that we met. While there have been significant improvements in infection rates, drug availability and the level of care, there are still 100,000 new infections a year. The group which produces the highest rate of positive results is now men who are over 50 years old. There are barriers to reaching this group for testing and to provide ongoing medical and social support for the individuals and their families. The 18-24 year old age group have the highest rate of access to testing. Communication channels to support young people in terms of post testing support are more established and used effectively.
Barry & Martin’s Trust provides small, unrestricted grants to NGOs and hospitals who work in a highly regulated context. Throughout our visit, it was emphasised how powerful this flexibility has been to allow our partners to respond to need as it emerges. Being able to provide medication and support to a patient (and their family) without economic means is powerful. While HIV patients receive maximum government health insurance, every patient has to make a contribution in order to access this funding and we have many examples where our funding has allowed patients to make their contribution to release the health insurance to which they are then entitled. HIV positive people in China have access to either locally or internationally produced drugs. There are different costs and side effects associated with different choices and, again, our funding can help a patient choose medication that has the least side effects.
In Nanchang, the flexibility of our funding allowed the Rainbow Group to respond to an invitation to run support and training to HIV positive inmates in the local prison. All prisoners are tested on arrival and for many, this positive result can be a shock and post-test support and medication advice is important.
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
In January, we made the decision for Nathalie to take on the role of Chair of Barry & Martin’s Trust. Martin will remain as a Trustee for the coming year and has, with immediate effect, been appointed Chairman Emeritus. We will continue to work closely together, as a group of four Trustees, to ensure the smooth running of the charity.
Our donors are listed later in this document, and I follow our usual tradition by listing here the donations to Barry & Martin America during 2024:
Barry & Martin America Donors 2024
James and Angela Chen $500 Carol Dauber $500 Martin and Yasuko Edelshain $1,500 Barry Friedberg & Charlotte Moss $5,000 Daniel and Marlene Good $4,000 Pat and Dick Hoffman $300 Linda Lee $500 Michael Leigh $250 Jeffrey and Tondra Lynford $1,000 John Pull $500 Noel Sanborn and Virginia Lee $1,000
Martin Gordon CBE, Chairman Emeritus; Nathalie Gordon, Chair June 2025
Xiao Tan of Nanchang Rainbow Health Consulting Public Health Centre with Yang Qin, Director of Jiangxi Centre for Disease Control, and Wang Fen, chief of Nanxin District CDC, in a live broadcast promoting HIV testing.
Nathalie with the winner of the 23[rd] Barry & Martin 's Prize, Dr Sun Lijun
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
Martin Gordon at Windsor Castle in January 2025 after receiving his CBE from the Princess Royal, accompanied by Trustees James Lewisohn and Nathalie Gordon and Carol Dauber, Director of Barry and Martin America
A mutual support session for people living with HIV in Wuhan, delivered by the Weixian Social Work Centre, supported by the Trust
Eugene with former prizewinner Li Meiying at Guiyang Public Health and Treatment Centre
Yichang peer social work service centre and Yichang Third People’s Hospital doctors participate in AIDS education activities on World AIDS Day
Families and people with AIDS at a Home of Red Ribbon support session led by Wang Kerong, Ditan Hospital, Beijing.
Nathalie and Mike with Tiger, Yang Jie, Mumu and Huang Hongjie, who volunteers with Tiger in Qingdao.
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
Trustees Nathalie Gordon and Eugene Chang at our prize-giving dinner in Zhuhai with our friends and supporters including Director of the National HIV/AIDS Association Dr Hao Yang (to the right of Nathalie); Chief Scientist Han Mengjie (third from left), prize-winner Dr Sun Lijun of You’an Hospital (fourth from left) and Association SecretaryGeneral Wang Xinlun (second from left).
Nathalie and her husband Mike Clarke with the Nanchang Rainbow Health Consulting Public Health Centre. Next to Nathalie is our previous prizewinner Nurse Hu Min Hua. Next to Mike is Dr Chen, who has led the way in promoting the multi-disciplinary treatment of HIV patients in Jiangxi People’s Hospital.
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
BARRY & MARTIN'S TRUST
STATEMENT OF CAPITAL ASSETS AT 31 DECEMBER 2024
| Note Equities & similar at Valuation:- AIA Group Ltd Alphabet Inc Apple Inc AstraZeneca plc Bank of East Asia Ltd BNP Paribas SA BOC Hong Kong (Holdings) Ltd Chugai Pharmaceutical Co Ltd CLP Holdings Ltd Denso Corp 1 Deutsche Post AG Dollar General Corporation DSM-Firmenich AG 2 Emerson Electric Co Home Depot Inc Hong Kong & China Gas Co Ltd 2 HSBC Holdings plc Industrial & Commercial Bank of China Ltd 2 JP Morgan Chase & Co Julius Baer Group Ltd Koninklijke Ahold Delhaize NV Link Real Estate Investment Trust Lonza Group AG 2 L'Oreal SA LVMH Moet Hennessy Louis Vuitton SE McDonald's Corporation Meta Platforms Inc 1 Microsoft Corp Mitsui & Co Ltd 1 MTR Corp Ltd 2 Nestle SA NextEra Energy Inc 2 Norfolk Southern Corp Novo Nordisk A/S 1 Oversea-Chinese Banking Corp Panasonic Holdings Corporation 1 Procter & Gamble Co Roche Holding Ltd Royal Bank of Canada Shell Plc Sony Group Corp Swire Pacific Ltd Class 'A' Swire Properties Ltd Taiwan Semiconductor Manufacturing Co Ltd Telefon Ericsson 'B' Shares Veolia Environnement SA Volkswagen AG Preference Shares 2 Bonds & similar at Valuation:- Algebris Ucits Funds PLC Financial Credit 1 Global Corp Bond Ucits ETF 1 Multicooperation Sicav JB Fixed Income EM Corp 1 Pimco Funds GLB Inv Series PLC Income 1 Premium Selection Ucits ICAV Brandywine GLB Inc 1 Balances:- Tax refundable Expenditure unpaid Bank Accounts: CAF HSBC Julius Baer Julius Baer - Deposits |
£ £ Holding 10320 59,723 740 111,852 390 77,982 440 46,059 7700 7,804 500 24,485 15400 39,495 1925 68,455 8860 59,470 4000 45,006 760 21,355 115 6,962 - 275 27,212 140 43,483 - 6600 51,829 - 235 44,979 230 11,888 2870 74,734 3510 11,852 - 110 31,095 100 52,550 330 76,385 100 46,751 300 100,967 970 46,599 - 700 46,186 - 120 52,472 370 25,610 3080 30,091 8160 68,119 250 33,466 350 78,797 115 11,067 2700 67,237 5000 85,587 4620 33,456 17860 29,043 775 122,210 4240 27,542 2600 58,286 - 1,958,141 600 68,646 35000 159,390 1200 101,508 16000 150,080 1800 147,978 627,602 1,169 (3,730) 44,921 2,943 45,241 1,000 91,544 2,677,287 2024 |
2023 £ 110,749 118,346 76,723 60,420 9,684 35,255 42,595 35,668 87,409 - 38,481 15,996 13,951 27,486 48,933 23,534 63,550 23,025 40,831 13,184 50,273 20,087 21,099 55,844 79,465 126,068 - 132,743 - 25,873 123,973 29,779 22,251 - 30,925 - 37,359 103,694 11,957 129,120 96,999 39,843 36,825 131,348 27,019 34,649 18,892 2,271,905 - 2,456 (3,231) 13,336 25,212 167,843 51,360 256,976 2,528,881 |
|---|---|---|
| 10320 740 390 440 7700 500 15400 1925 8860 4000 760 115 275 140 6600 235 230 2870 3510 110 100 330 100 300 970 700 120 370 3080 8160 250 350 115 2700 5000 4620 17860 775 4240 2600 600 35000 1200 16000 1800 |
Notes
1 Purchased in year
2 Sold in year
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
BARRY & MARTIN'S TRUST
CAPITAL CASH ACCOUNT FOR THE YEAR ENDED 31 DECEMBER 2024
| Capital Cash Account - Opening Balance RECEIPTS Cash donations Income tax recoverable Sales: Equities and similar AIA Group Ltd Alphabet Inc CLP Holdings Ltd DSM-Firmenich AG Hong Kong and China Gas Co Ltd HSBC Holdings plc Industrial & Commercial Bank of China Ltd Koninklijke Ahold Delhaize NV Lonza Group AG McDonald's Corporation Microsoft Corp MTR Corp Ltd Nestle SA NextEra Energy Inc Nvidia Corp Shell Plc Taiwan Semiconductor Manufacturing Co Ltd Volkswagen AG Preference Shares One-off part sale of all Equities PAYMENTS Printing, stationery & postage Telephone, internet & web Wages Portfolio management Accounting charges Bank charges & interest Purchases: Equities and similar Chugai Pharmaceutical Co Ltd Denso Corp Koninklijke Ahold Delhaize NV Meta Platforms Inc Mitsui & Co Ltd Norfolk Southern Corp Novo Nordisk A/S Nvidia Corp Panasonic Holdings Corporation Veolia Environnement SA Purchases: Bonds & similar Units Algebris Ucits Funds PLC Financial Credit Global Corp Bond Ucits ETF Units Multicooperation Sicav JB Fixed Income EM Corp Units Pimco Funds GLB Inv Series PLC Income Units Premium Selection Ucits ICAV Brandywine GLB Inc Income Account deficit Capital Cash Account - Closing Balance Represented by: Tax refund Unpaid expenditure CAF Account HSBC Julius Baer Julius Baer - Deposits |
£ 18,036 14,671 12,741 15,472 23,312 8,378 24,318 90,275 30,234 25,089 17,495 22,743 15,241 37,754 62,663 37,627 63,601 20,209 564,363 32 108 3,000 12,818 3,570 627 20,155 38,238 76,547 125,379 49,585 63,125 50,142 47,739 47,692 77,794 51,911 628,152 68,937 163,313 107,477 155,969 152,860 648,556 54,445 |
£ 256,976 80,465 1,189 1,104,222 1,442,852 1,351,308 91,544 1,169 (3,730) 44,921 2,943 45,241 1,000 91,544 2024 |
2023 £ 192,379 123,657 2,458 197,508 516,002 172 212 3,000 12,448 3,120 373 19,325 167,049 72,652 259,026 256,976 2,456 (3,231) 13,336 25,212 167,843 51,360 256,976 |
|---|---|---|---|
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
BARRY & MARTIN'S TRUST
INCOME ACCOUNT FOR THE YEAR ENDED 31 DECEMBER 2024
| RECEIPTS Dividends and Bond income:- AIA Group Ltd Alphabet Inc Apple Inc AstraZeneca plc Bank of East Asia Ltd BNP Paribas SA BOC Hong Kong (Holdings) Ltd Chugai Pharmaceutical Co Ltd CLP Holdings Ltd Denso Corp Deutsche Post AG Dollar General Corporation Emerson Electric Co Home Depot Inc HSBC Holdings plc JP Morgan Chase & Co Julius Baer Group Ltd Koninklijke Ahold Delhaize NV Link Real Estate Investment Trust L'Oreal SA LVMH Moet Hennessy Louis Vuitton SE McDonald's Corporation Meta Platforms Inc Microsoft Corp Mitsui & Co Ltd Nestle SA NextEra Energy Inc Norfolk Southern Corp Novo Nordisk A/S Nvidia Corp Oversea-Chinese Banking Corp Panasonic Holdings Corporation Procter & Gamble Co Roche Holding Ltd Royal Bank of Canada Shell Plc Sony Corp Swire Pacific Ltd 'A' Shares Swire Properties Ltd Taiwan Semiconductor Manufacturing Co Ltd Telefon Ericsson 'B' Shares Veolia Environnement SA Bonds and similar Interest received Foreign exchange (deficit) / surplus PAYMENTS Grants for Charitable Purposes in China:- The Association of Aids Prevention & Care, Dali, Yunnan Zhang Fujie: B&M Prize 2024 Nanchang Rainbow Health Weixian Social Work Service: Wuhan Yichang Tongxing Social Work Service, Hubei Zunyi City of Love Public Welfare Association Chengdu Tongle Social Work: Chengdu Gay Care Organisation (Wang Xiao Dong) Shenyang Heping District Love Aid Social Work Service: Ma Tiecheng Mudanjiang, Heilongjiang Association of STD AIDS Prevention & Control MOTO (Maisha Outreach Therapy Centre) Tanzania Zelex Youth Skills Centre, Rwenzori, Uganda The Society for Aids Care, Hong Kong April mission to China Aids Ark (Myanmar) INCOME DEFICIT |
£ £ 2,166 290 361 1,331 479 1,915 3,399 666 3,404 553 1,151 182 389 836 5,372 725 443 2,994 1,089 618 947 1,502 98 645 902 1,548 527 839 396 6 2,008 724 565 2,549 334 3,921 469 1,945 2,463 1,628 682 2,690 8,533 64,284 934 (7,657) 57,561 20,000 12,500 12,121 12,000 9,000 9,000 8,000 8,000 7,000 5,000 4,000 2,000 2,385 1,000 112,006 54,445 2024 |
2023 £ 67,201 3,930 (4,361) 66,770 139,422 72,652 |
|---|---|---|
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
BARRY & MARTIN'S TRUST DONATIONS RECEIVED FOR THE YEAR ENDED 31 DECEMBER 2024
| The Mary Kinross Charitable Trust Barry & Martin America Tim Freshwater Trust Anonymous Diederich Framhein Malcolm Barnett & KT Ma Mary Campbell Nick Hayley Stevenson Family Charitable Trust Denis, Hitomi, Emilie Osamu & Masako Nagayama Kenny Wong Ghislaine Baldensperger Hugh & Jane Richardson Stephen & Sheila Clarke Robert Binyon Ralph & Sue Cobham Harley & Nina Irwin Shisong Jiang & Yuhong Zhang Trevor Lloyd Hon. Joanna Roll Christopher Wood Tim Butchard Myoung Il Choi John Moncrieff Peter Tustin Gerald & Lucy Cadogan Nicholas & Sheena Barber Roger Bates Sir Andrew & Lady Burns |
£ 30,000 25,918 10,000 3,000 2,000 1,000 1,000 1,000 1,000 700 500 500 412 400 350 300 300 300 300 200 250 150 120 120 120 120 105 100 100 100 80,465 |
|---|---|
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
Barry and Martin
A quilt made by Barry for Martin during 1995-96; it was unfinished at the time of Barry’s death, after which their good friend Michael Leigh completed it.
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
BARRY & MARTIN’S TRUST (Registered Charity No. 1062629)
贝利马丁基金会（慈善注册号 1062629 ）
TWENTY EIGHTH ANNUAL REPORT AND ACCOUNTS
第二十八年度主席报告及财务报表
Period 1 January – 31 December 2024 （2024 年 1 月 1 日 —— 2024 年 12 月 31 日）
Liu Kai and Xiao Chao, leaders of the Yichang Tongxing Social Work Service, Xiao Shang (pathologist) and volunteer Lily, with Trustee Nathalie Gordon
Accounts prepared by: Paul Beadman, FCA, Maple Lodge, Paines Hill, Steeple Aston, Oxfordshire, OX25 4SQ
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
BARRY & MARTIN’S TRUST
Charity Number: Governing Document : Registration Date :
Grants Policy :
Trustees :
Executive Director: China Steering Group:
Advisers: UK
China USA Hong Kong
Legal Adviser in UK:
Registered Office:
Secretary: Treasurer: Bankers:
1062629 Trust Deed dated 3 May1997 3 June 1997
Projects with a strong UK-China-Hong Kong axis devoted to medical care, education and prevention of HIV/Aids
Martin L. Gordon CBE (Chairman Emeritus), Nathalie Gordon (Chair), Eugene Chang, James Lewisohn
Dr Shisong Jiang Zhen Li (Director), Mingfang Song, Yang Jie
Professors Brian Gazzard, Frances Gotch, Clifford Leen, Xiaoning Xu , Dr Beng Goh, Dr John Walsh, Dr Li Xu Macra e, Dr Mike Youle Dr Xu Keyi Dr Damien Lu Aubrey Li, Dr Willy Wong Peter Tustin
91 Clarendon Drive, Putney, London SW15 1AN Email: nathalie@barryandmartin.org - Website: www.barryandmartin.org
Ines Lock
Paul Beadman FCA
CAF Bank Ltd
Kings Hill, West Malling, Kent ME19 4TA
HSBC Bank plc (Banbury branch) 17 Market Place, Banbury, OX16 5ED
Barry & Martin America,
Inc.:
Carol Dauber, Director, Secretary & Treasurer 225 East 73[rd] Street, Apt 2G New York, NY 10021 email: cdauber@nyc.rr.com Other Directors: Benjamin Edelshain, Philip Goodeve, Michael Leigh (Vice-President), Vanessa Ai Hua Li, Noel Sanborn, Rosita Sarnoff,
Advisers: James Chen, John Pull, Dr Tom Warne, Humphrey Wou West Coast Chapter: Linda Lee Assistant Treasurer: Nicholas Opinsky
A group from Barry & Martin America with Martin. Back row: John Pull, Martin Gordon, Carol Dauber; front row: James Chen, Philip Goodeve, Rosita Sarnoff
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
BARRY & MARTIN'S TRUST
ABBREVIATED STATEMENT OF RECEIPTS AND PAYMENTS TEN YEAR SUMMARY TO 31 DECEMBER 2024
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| £ | £ | £ | £ | £ | £ | £ | £ | £ | £ | |
| RECEIPTS | ||||||||||
| Cash donations | 80,465 | 123,657 | 99,670 | 116,149 | 105,425 | 128,744 | 117,123 | 119,813 | 116,940 | 120,388 |
| Tax refund | 1,189 | 2,458 | 2,254 | 2,815 | 3,537 | 4,237 | 23,252 | 2,884 | 3,848 | 3,037 |
| Net dividends and similar | 56,627 | 62,840 | 65,944 | 44,145 | 43,519 | 72,774 | 96,638 | 104,553 | 80,727 | 65,701 |
| Interest | 934 | 3,930 | 972 | - | - | - | - | - | - | |
| TOTAL INCOME | 139,215 | 192,885 | 168,840 | 163,109 | 152,481 | 205,755 | 237,013 | 227,250 | 201,515 | 189,126 |
| OVERHEADS | 20,155 | 19,325 | 18,970 | 20,734 | 17,375 | 17,353 | 12,212 | 11,859 | 10,906 | 10,080 |
| GRANTS FOR | ||||||||||
| CHARITABLE PURPOSES | ||||||||||
| IN CHINA | 112,006 | 139,422 | 138,811 | 121,010 | 151,566 | 138,146 | 126,755 | 51,585 | 130,868 | 121,591 |
Trustee Eugene Chang, (back row, fifth from left), Dr Zhang Jianbo (to his left), with staff and patients at the Peggy Health Centre, Dali
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
CHAIRMAN’S STATEMENT
主席陈述
The Trustees have pleasure in presenting our 28th Annual Report, covering our work in China in 2024. In April of this year, Trustees Eugene Chang and Nathalie Gordon visited seven out of the nine projects in China that we supported in 2024. This has been our first comprehensive visit to our partners across the country since the reopening after the difficult Covid period.
As part of this trip, Eugene and Nathalie both attended the 10[th] National Aids Academic Conference of the Chinese Association of STD and AIDS Prevention a n d Control in Zhuhai, at the invitation of the Association. We were delighted to be welcomed by so many of our former prize-winners and long standing partners and to hear from leaders in the field of HIV from UNAIDS, WHO and from across China. During the conference we presented the 23[rd] Barry & Martin’s Trust prize to Dr Sun Lijun for her leadership and pioneering work in prevention of mother-to-child transmission of HIV. Dr Sun is Director of the outpatient clinic of the Infection Centre of Beijing You’an Hospital, the director of the Beijing STD and AIDS Clinical Diagnosis and Treatment Centre, and the deputy director of the Beijing STD Prevention and Control Institute. Her studies and guidelines for managing HIV in families have been recognised and adopted by Chinese and international authorities and are helping to prevent the spread of HIV through families worldwide.
While the social issues around the transmission of HIV remain sensitive in a Chinese context, the commitment to extend the opportunity for testing to all and to provide the best possible medical care for all those who test positive was clear across all of the NGO and Government groups that we met. While there have been significant improvements in infection rates, drug availability and the level of care, there are still 100,000 new infections a year. The group which produces the highest rate of positive results is now men who are over 50 years old. There are barriers to reaching this group for testing and to provide ongoing medical and social support for the individuals and their families. The 18-24 year old age group have the highest rate of access to testing. Communication channels to support young people in terms of post testing support are more established and used effectively.
Barry & Martin’s Trust provides small, unrestricted grants to NGOs and hospitals who work in a highly regulated context. Throughout our visit, it was emphasised how powerful this flexibility has been to allow our partners to respond to need as it emerges. Being able to provide medication and support to a patient (and their family) without economic means is powerful. While HIV patients receive maximum government health insurance, every patient has to make a contribution in order to access this funding and we have many examples where our funding has allowed patients to make their contribution to release the health insurance to which they are then entitled. HIV positive people in China have access to either locally or internationally produced drugs. There are different costs and side effects associated with different choices and, again, our funding can help a patient choose medication that has the least side effects.
In Nanchang, the flexibility of our funding allowed the Rainbow Group to respond to an invitation to run support and training to HIV positive inmates in the local prison. All prisoners are tested on arrival and for many, this positive result can be a shock and post-test support and medication advice is important.
4
Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
In January, we made the decision for Nathalie to take on the role of Chair of Barry & Martin’s Trust. Martin will remain as a Trustee for the coming year and has, with immediate effect, been appointed Chairman Emeritus. We will continue to work closely together, as a group of four Trustees, to ensure the smooth running of the charity.
Our donors are listed later in this document, and I follow our usual tradition by listing here the donations to Barry & Martin America during 2024:
Barry & Martin America Donors 2024
James and Angela Chen $500 Carol Dauber $500 Martin and Yasuko Edelshain $1,500 Barry Friedberg & Charlotte Moss $5,000 Daniel and Marlene Good $4,000 Pat and Dick Hoffman $300 Linda Lee $500 Michael Leigh $250 Jeffrey and Tondra Lynford $1,000 John Pull $500 Noel Sanborn and Virginia Lee $1,000
Martin Gordon CBE, Chairman Emeritus; Nathalie Gordon, Chair June 2025
Xiao Tan of Nanchang Rainbow Health Consulting Public Health Centre with Yang Qin, Director of Jiangxi Centre for Disease Control, and Wang Fen, chief of Nanxin District CDC, in a live broadcast promoting HIV testing.
Nathalie with the winner of the 23[rd] Barry & Martin 's Prize, Dr Sun Lijun
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
Martin Gordon at Windsor Castle in January 2025 after receiving his CBE from the Princess Royal, accompanied by Trustees James Lewisohn and Nathalie Gordon and Carol Dauber, Director of Barry and Martin America
A mutual support session for people living with HIV in Wuhan, delivered by the Weixian Social Work Centre, supported by the Trust
Eugene with former prizewinner Li Meiying at Guiyang Public Health and Treatment Centre
Yichang peer social work service centre and Yichang Third People’s Hospital doctors participate in AIDS education activities on World AIDS Day
Families and people with AIDS at a Home of Red Ribbon support session led by Wang Kerong, Ditan Hospital, Beijing.
Nathalie and Mike with Tiger, Yang Jie, Mumu and Huang Hongjie, who volunteers with Tiger in Qingdao.
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
Trustees Nathalie Gordon and Eugene Chang at our prize-giving dinner in Zhuhai with our friends and supporters including Director of the National HIV/AIDS Association Dr Hao Yang (to the right of Nathalie); Chief Scientist Han Mengjie (third from left), prize-winner Dr Sun Lijun of You’an Hospital (fourth from left) and Association SecretaryGeneral Wang Xinlun (second from left).
Nathalie and her husband Mike Clarke with the Nanchang Rainbow Health Consulting Public Health Centre. Next to Nathalie is our previous prizewinner Nurse Hu Min Hua. Next to Mike is Dr Chen, who has led the way in promoting the multi-disciplinary treatment of HIV patients in Jiangxi People’s Hospital.
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
BARRY & MARTIN'S TRUST
STATEMENT OF CAPITAL ASSETS AT 31 DECEMBER 2024
| Note Equities & similar at Valuation:- AIA Group Ltd Alphabet Inc Apple Inc AstraZeneca plc Bank of East Asia Ltd BNP Paribas SA BOC Hong Kong (Holdings) Ltd Chugai Pharmaceutical Co Ltd CLP Holdings Ltd Denso Corp 1 Deutsche Post AG Dollar General Corporation DSM-Firmenich AG 2 Emerson Electric Co Home Depot Inc Hong Kong & China Gas Co Ltd 2 HSBC Holdings plc Industrial & Commercial Bank of China Ltd 2 JP Morgan Chase & Co Julius Baer Group Ltd Koninklijke Ahold Delhaize NV Link Real Estate Investment Trust Lonza Group AG 2 L'Oreal SA LVMH Moet Hennessy Louis Vuitton SE McDonald's Corporation Meta Platforms Inc 1 Microsoft Corp Mitsui & Co Ltd 1 MTR Corp Ltd 2 Nestle SA NextEra Energy Inc 2 Norfolk Southern Corp Novo Nordisk A/S 1 Oversea-Chinese Banking Corp Panasonic Holdings Corporation 1 Procter & Gamble Co Roche Holding Ltd Royal Bank of Canada Shell Plc Sony Group Corp Swire Pacific Ltd Class 'A' Swire Properties Ltd Taiwan Semiconductor Manufacturing Co Ltd Telefon Ericsson 'B' Shares Veolia Environnement SA Volkswagen AG Preference Shares 2 Bonds & similar at Valuation:- Algebris Ucits Funds PLC Financial Credit 1 Global Corp Bond Ucits ETF 1 Multicooperation Sicav JB Fixed Income EM Corp 1 Pimco Funds GLB Inv Series PLC Income 1 Premium Selection Ucits ICAV Brandywine GLB Inc 1 Balances:- Tax refundable Expenditure unpaid Bank Accounts: CAF HSBC Julius Baer Julius Baer - Deposits |
£ £ Holding 10320 59,723 740 111,852 390 77,982 440 46,059 7700 7,804 500 24,485 15400 39,495 1925 68,455 8860 59,470 4000 45,006 760 21,355 115 6,962 - 275 27,212 140 43,483 - 6600 51,829 - 235 44,979 230 11,888 2870 74,734 3510 11,852 - 110 31,095 100 52,550 330 76,385 100 46,751 300 100,967 970 46,599 - 700 46,186 - 120 52,472 370 25,610 3080 30,091 8160 68,119 250 33,466 350 78,797 115 11,067 2700 67,237 5000 85,587 4620 33,456 17860 29,043 775 122,210 4240 27,542 2600 58,286 - 1,958,141 600 68,646 35000 159,390 1200 101,508 16000 150,080 1800 147,978 627,602 1,169 (3,730) 44,921 2,943 45,241 1,000 91,544 2,677,287 2024 |
2023 £ 110,749 118,346 76,723 60,420 9,684 35,255 42,595 35,668 87,409 - 38,481 15,996 13,951 27,486 48,933 23,534 63,550 23,025 40,831 13,184 50,273 20,087 21,099 55,844 79,465 126,068 - 132,743 - 25,873 123,973 29,779 22,251 - 30,925 - 37,359 103,694 11,957 129,120 96,999 39,843 36,825 131,348 27,019 34,649 18,892 2,271,905 - 2,456 (3,231) 13,336 25,212 167,843 51,360 256,976 2,528,881 |
|---|---|---|
| 10320 740 390 440 7700 500 15400 1925 8860 4000 760 115 275 140 6600 235 230 2870 3510 110 100 330 100 300 970 700 120 370 3080 8160 250 350 115 2700 5000 4620 17860 775 4240 2600 600 35000 1200 16000 1800 |
Notes
1 Purchased in year
2 Sold in year
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
BARRY & MARTIN'S TRUST
CAPITAL CASH ACCOUNT FOR THE YEAR ENDED 31 DECEMBER 2024
| Capital Cash Account - Opening Balance RECEIPTS Cash donations Income tax recoverable Sales: Equities and similar AIA Group Ltd Alphabet Inc CLP Holdings Ltd DSM-Firmenich AG Hong Kong and China Gas Co Ltd HSBC Holdings plc Industrial & Commercial Bank of China Ltd Koninklijke Ahold Delhaize NV Lonza Group AG McDonald's Corporation Microsoft Corp MTR Corp Ltd Nestle SA NextEra Energy Inc Nvidia Corp Shell Plc Taiwan Semiconductor Manufacturing Co Ltd Volkswagen AG Preference Shares One-off part sale of all Equities PAYMENTS Printing, stationery & postage Telephone, internet & web Wages Portfolio management Accounting charges Bank charges & interest Purchases: Equities and similar Chugai Pharmaceutical Co Ltd Denso Corp Koninklijke Ahold Delhaize NV Meta Platforms Inc Mitsui & Co Ltd Norfolk Southern Corp Novo Nordisk A/S Nvidia Corp Panasonic Holdings Corporation Veolia Environnement SA Purchases: Bonds & similar Units Algebris Ucits Funds PLC Financial Credit Global Corp Bond Ucits ETF Units Multicooperation Sicav JB Fixed Income EM Corp Units Pimco Funds GLB Inv Series PLC Income Units Premium Selection Ucits ICAV Brandywine GLB Inc Income Account deficit Capital Cash Account - Closing Balance Represented by: Tax refund Unpaid expenditure CAF Account HSBC Julius Baer Julius Baer - Deposits |
£ 18,036 14,671 12,741 15,472 23,312 8,378 24,318 90,275 30,234 25,089 17,495 22,743 15,241 37,754 62,663 37,627 63,601 20,209 564,363 32 108 3,000 12,818 3,570 627 20,155 38,238 76,547 125,379 49,585 63,125 50,142 47,739 47,692 77,794 51,911 628,152 68,937 163,313 107,477 155,969 152,860 648,556 54,445 |
£ 256,976 80,465 1,189 1,104,222 1,442,852 1,351,308 91,544 1,169 (3,730) 44,921 2,943 45,241 1,000 91,544 2024 |
2023 £ 192,379 123,657 2,458 197,508 516,002 172 212 3,000 12,448 3,120 373 19,325 167,049 72,652 259,026 256,976 2,456 (3,231) 13,336 25,212 167,843 51,360 256,976 |
|---|---|---|---|
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
BARRY & MARTIN'S TRUST
INCOME ACCOUNT FOR THE YEAR ENDED 31 DECEMBER 2024
| RECEIPTS Dividends and Bond income:- AIA Group Ltd Alphabet Inc Apple Inc AstraZeneca plc Bank of East Asia Ltd BNP Paribas SA BOC Hong Kong (Holdings) Ltd Chugai Pharmaceutical Co Ltd CLP Holdings Ltd Denso Corp Deutsche Post AG Dollar General Corporation Emerson Electric Co Home Depot Inc HSBC Holdings plc JP Morgan Chase & Co Julius Baer Group Ltd Koninklijke Ahold Delhaize NV Link Real Estate Investment Trust L'Oreal SA LVMH Moet Hennessy Louis Vuitton SE McDonald's Corporation Meta Platforms Inc Microsoft Corp Mitsui & Co Ltd Nestle SA NextEra Energy Inc Norfolk Southern Corp Novo Nordisk A/S Nvidia Corp Oversea-Chinese Banking Corp Panasonic Holdings Corporation Procter & Gamble Co Roche Holding Ltd Royal Bank of Canada Shell Plc Sony Corp Swire Pacific Ltd 'A' Shares Swire Properties Ltd Taiwan Semiconductor Manufacturing Co Ltd Telefon Ericsson 'B' Shares Veolia Environnement SA Bonds and similar Interest received Foreign exchange (deficit) / surplus PAYMENTS Grants for Charitable Purposes in China:- The Association of Aids Prevention & Care, Dali, Yunnan Zhang Fujie: B&M Prize 2024 Nanchang Rainbow Health Weixian Social Work Service: Wuhan Yichang Tongxing Social Work Service, Hubei Zunyi City of Love Public Welfare Association Chengdu Tongle Social Work: Chengdu Gay Care Organisation (Wang Xiao Dong) Shenyang Heping District Love Aid Social Work Service: Ma Tiecheng Mudanjiang, Heilongjiang Association of STD AIDS Prevention & Control MOTO (Maisha Outreach Therapy Centre) Tanzania Zelex Youth Skills Centre, Rwenzori, Uganda The Society for Aids Care, Hong Kong April mission to China Aids Ark (Myanmar) INCOME DEFICIT |
£ £ 2,166 290 361 1,331 479 1,915 3,399 666 3,404 553 1,151 182 389 836 5,372 725 443 2,994 1,089 618 947 1,502 98 645 902 1,548 527 839 396 6 2,008 724 565 2,549 334 3,921 469 1,945 2,463 1,628 682 2,690 8,533 64,284 934 (7,657) 57,561 20,000 12,500 12,121 12,000 9,000 9,000 8,000 8,000 7,000 5,000 4,000 2,000 2,385 1,000 112,006 54,445 2024 |
2023 £ 67,201 3,930 (4,361) 66,770 139,422 72,652 |
|---|---|---|
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
BARRY & MARTIN'S TRUST DONATIONS RECEIVED FOR THE YEAR ENDED 31 DECEMBER 2024
| The Mary Kinross Charitable Trust Barry & Martin America Tim Freshwater Trust Anonymous Diederich Framhein Malcolm Barnett & KT Ma Mary Campbell Nick Hayley Stevenson Family Charitable Trust Denis, Hitomi, Emilie Osamu & Masako Nagayama Kenny Wong Ghislaine Baldensperger Hugh & Jane Richardson Stephen & Sheila Clarke Robert Binyon Ralph & Sue Cobham Harley & Nina Irwin Shisong Jiang & Yuhong Zhang Trevor Lloyd Hon. Joanna Roll Christopher Wood Tim Butchard Myoung Il Choi John Moncrieff Peter Tustin Gerald & Lucy Cadogan Nicholas & Sheena Barber Roger Bates Sir Andrew & Lady Burns |
£ 30,000 25,918 10,000 3,000 2,000 1,000 1,000 1,000 1,000 700 500 500 412 400 350 300 300 300 300 200 250 150 120 120 120 120 105 100 100 100 80,465 |
|---|---|
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Barry & Martin’s Trust – 28th Annual Report & Accounts -贝利马丁基金会 – 第28年度报告和财务报告
Barry and Martin
A quilt made by Barry for Martin during 1995-96; it was unfinished at the time of Barry’s death, after which their good friend Michael Leigh completed it.
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Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees Barry and Martin’s Trust On accounts for the year 31 December 2024 Charity no 1062629 ended (if any) Set out on pages 1-34 (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2024.
Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report 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:
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the accounting records were not kept in accordance with section 130 of the Charities Act; or
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the accounts did not accord with the accounting records; or
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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.
- Please delete the words in the brackets if they do not apply.
Date: 10/07/2025
Signed: Name: Sam Rumens Relevant professional Institute of Chartered Accountants in England and Wales (ICAEW) qualification(s) or body (if any):
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Oct 2018
IER
Address:
Gilmarde House, 47 South Bar Street Banbury, Oxfordshire OX16 9AB
Section B Disclosure
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
2
Oct 2018
IER