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**|
|---|---|
11
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.
12
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
1
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
2
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
3
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
5
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.
6
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.
7
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_
8
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_|
|---|---|---|
10
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**|
|---|---|
11
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.
12
## **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:
- 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.
- _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):**
1
**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**