2023-03-31-accounts

Trustees’ Annual Report for the period

From 1 April 2022 To 31 March 2023

Charity name: The National HIV Story Trust

Charity registration number: �������

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	�The advancement of education for the public benefit in the subject of the HIV/aids epidemic of the 1980s and 1990s by making available recordings of first-hand testimony of persons affected by the HIV/aids epidemic and other related educational resources and materials in order to improve the knowledge and understanding of such persons’ experiences and HIV/aids. �To promote and protect the health of persons affected by HIV/aids by the provision of grants and donations to charities or charitable organisations providing care and support for such persons.
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	The aims of our charity are to preserve the history of the HIV/AIDS pandemic, remembering the stories of tragedy but also those of love, compassion and humanity. The lessons from the pandemic remain as pertinent today as they did in the 80s/90s. The NHST hopes the 100+ interviews filmed with survivors and victims’ families, partners and medical professionals, will be a voice for those who didn’t survive, a chance to honour those who did, and an education for those who live so freely today because of this generational struggle.

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Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The delivery of this plan ensures that the charity is aligned with guidance issued by the Charities Commission on public benefit.

Additional information (optional)

You may choose to include further statements where relevant about: SORP reference

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers 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	We review our aims, objectives and activities each year, as well as holding regular trustee meetings to review any ongoing expenditure and new activity. This review looks at what we achieved and the outcomes of our work in the previous 12 months. The review looks at the success of each key activity and the benefits they have brought to those groups of people we are set up to help. The review also helps us ensure our aim, objectives and activities remained focused on our stated purposes. We have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing our aim and objectives and in planning our future activities. In particular, the trustees consider how planned activities will contribute to the aims and objectives they have set.

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The Focus of our work
Our main objective continues to be
maintaining and managing our archive of
120+ interviews with people whose lives
have been affected by HIV/Aids, to create
education opportunities. The strategies we
have used to meet these objectives
included:
Transcribing over 150 hours of interviews to
increase the usability and access to our
filmed archive
• Working with the London Metropolitan
Archives to add materials to the
‘Positive History’ archives, of which the
NHST interviews forms the back bone.
Thanks to our joint work, these archives
have become publicly available in 2023
• Securing National Lottery Heritage
Funding, to support the development of
our educational objects on a UK wide
scale telling the stories and history of
HIV/Aids, built on the foundation
resource of our filmed interviews and
collected materials
• Undertake a programme of educational
seminars, focusing on a wide range of
groups from businesses to community
groups - aiming to share our history
with individuals who might not be aware
of it by any other source
To place regular op-ed pieces into
publications to explain the importance of
not forgetting the story of HIV/Aids
• Partnering with the arts to find new
ways to tell the wide range of diverse
stories that we have recorded
Publishing our first audio book (hosted by
Anita Dobson) and distributing 2 series of
Podcasts - to a global audience.
How our activities deliver public benefit

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Our main activities are based on ensuring the stories we have collected are not lost or forgotten, we are there to support people whose lives have been affected by HIV, and we hope that a chance to share experiences will also prove helpful for them. For young people we are keen to ensure that a subject that had so much impact in the 80s and 90s, is explained through personal testimony and that future generations learn that the freedoms and society we have today, came in part through tough times and much sacrifice. Who used and benefited from our services? Our educational objects, mean that we have focused on four main groups. Students, both in secondary and higher education, members of the medical profession wanting to know more about HIV and the treatment paths it instigated, people interested in the arts, and a wider population of people aware of the history of HIV/Aids, but who want to learn more. 2023 was a year of activity limited by the need for economic stability and recovery from the previous pandemic years, but we successful undertook a programme of activity, mainly focusing on corporate presentations to organisations including Just Eat, and the Wellcome Trust. The importance of the transcripted archive continues to be a key resource for students in higher degree level (MA, Msc and PHD) studies in a variety of subjects that touch on HIV/Aids. Access continues to grow, with multiple requests for archive use, and we continue to work tirelessly to ensure that given the sensitive nature of our archive we have undertaken our duty of care and a full process of legal compliance before making the widest archive of material available. The arts continue to use the NHST as a resource of inspiration, clarity and fact checking, and we have supported two playwrights, a radio drama and several authors using our content and our team’s expert knowledge to develop their work.

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Plans for future periods Once again we have been thrilled work with an extraordinary team of volunteers, who undertake all of the roles to make our charity function. We have maintained relationships with our 120+ contributors, we have published articles and op-ed pieces and we have appeared on national television coverage talking about the work that we do. In line with our charity requirements, and with the agreement of our trustees we once again undertook a limited number of additional filmed interviews helping to complete parts of our archive that were missing or underrepresented. Alongside politicians (such as Edwina Curry) and campaigners (Ash Kotak), we felt very honoured to be chosen by two contributors, one a mother who lost her daughter, the second an HIV survivor who brought a considerable photo collection to add to our growing archive. We are excited to continue developing our outreach programme in 2024, and secure more opportunities to engage and educate the public on the story of HIV and AIDS in Britain. ‘The Forgotten History of HIV’ has now been presented to a variety of audiences, including most recently at Just Eat headquarters. Our plans include developing a variety of presentation formats to suit a wide range of groups and communities Fund raising has been a challenge in these difficult financial times, but we have successfully continued with regular monthly fundraising, public events, and support form key donors. We have also been supported by organisations connected to the world of HIV/Aids, including the companies connected to the world of medicine. A key focus of fundraising in 2024 is the delivery of our National Heritage Lottery Fund application - we are appealing for significant funds to grow our educational outreach work and we hope this will develop across the year.

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In terms of the work that is being undertaken to make our full archive available to the general public, the NHST supported funding to the London Metropolitan Archive, has already meant that first test batch of interviews has been trialled, and by early 2023 this will be launched with nearly 100 interviews being fully coded, meta data attached and available on request. This work was accelerated thanks to the NHST receiving grant funding to compile accurate crosschecked transcripts of our filmed interviews.

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

Financial Review

Review of the charity’s financial position at the end of the period	Para 1.21
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The charity has free reserves of £10,024 at 31 March 2023 (2022: £24,037 which has been calculated as the total funds of the charitylessrestrictedfunds. At 31 March

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		2023, the charity had restricted funds of £Nil (2022: £5,148). The charity needs free reserves for its ongoing operations and the trustees are satisfied with the level held.
Amount of reservesheld	Para 1.22
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	A major challenge for us is that fundraising in the current economic climate is a challenge but we are looking to diversify and grow our major donors - we are pleased to have found a new route to connect with appropriate supporters and will be building on this in 2024

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
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46
Other

Structure, Governance and Management

Description of charity’s trusts:

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Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g. unincorporated association, CIO)	Para 1.25	CIO
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	New trustees are interviewed by a panel of trustees and appointed where they have the necessary skills to contribute to the Charity’s governance and strategic development.

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
The charity’s organisational structure and any wider network with which the charity works	Para 1.51
Relationship with any related parties	Para 1.51	Before registering as a charity, the activities of the charity were conducted through a limited company, Two Point Zero Ltd, a company not intended to be profit-making. Trustees Paul Coleman and Nicholas Thorogood were directors of the company. The company incurred costs conducting interviews. These were originally paid by a director unconnected to the charity but Nicholas Thorogood made a loan to the company of £16,000 to repay the departing director. When the charity was registered, the rights of the interviews were transferred to the charity along with the debt and the company was dissolved. The repayment of the loan from Nicholas Thorogood is not constrained by any time period and at 31 March 2023 stands at £14,621. In the year ended 31 March 2023 the Trust reimbursed 3 Trustees a total of £2,295 (2022: 5 Trustees a total of £1,259) for expenses paid by them. These costs were for postage, travel, accommodation, office costs and internet and telephone. No other Related party transactions took place in the year.

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Other

Reference and Administrative details

Charityname	Charityname	TheNational HIVStoryTrust	TheNational HIVStoryTrust	TheNational HIVStoryTrust
Other name the charity uses
Registered charity number		1185923
Charity’s principal address		13 York Villas Brighton BN1 3TS
Names of the charity trustees who manage the charity Trustee name Office (if any) Dates acted if not for whole year 1 Kevin Watson					Nam e of pers on (or body ) entitl ed to appo int trust ee (if any)
	Trustee name		Office (if any)	Dates acted if not for whole year	Nam e of pers on (or body ) entitl ed to appo int trust ee (if any)
	Kevin Watson

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2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19	Nicholas Thorogood
	Erica Piennar
	George Ruiz
	Janet Pimblett
	Julian Ingle
	Paul Coleman
	Dan Costen
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– 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

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Trustee name Dates acted if not for whole year
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Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity Name and objects of the charity on whose behalf the

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assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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 adviser Name Address	Type of adviser Name Address	Type of adviser Name Address
	Independent examiners	Price Bailey LLP	Anglia House, 6 Central Avenue St Andrews Business Park Thorpe St Andrew Norwich Norfolk NR7 0HR
	Bankers	NatWest Bank Plc	27/28 St Peter’s Hill Grantham Lincs NG31 6QG
	Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

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Declarations

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The trustees declare that they have approved the trustees’ report above.
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Signed on behalf of the charity’s trustees
Kevin A Watson
Signature(s)
The National HIV Story Trust (Jan 26,
2024, 10:01am)
Full name(s) Kevin Watson
Position (eg Trustee
Secretary, Chair, etc)
26 Jan 2024
Date
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Independent Examiner's Report to the Trustees of The National HIV Story Trust

I report to the charity trustees on my examination of the accounts of the charity for the year ended 31 March 2023 which are set out on pages 14 to 15.

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 charity’s accounts carried out under section 145 of the 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.

Price Bailey LLP have provided book-keeping services to the Charity. I have applied the FRC’s Revised Ethical Standard.

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 giving me cause to believe that in any material respect:

1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or

2. the accounts do not accord with those records

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:

Helena Wilikinson FCA DChA

Price Bailey LLP

Anglia House, 6 Central Avenue

St Andrews Business Park

Thorpe St Andrew

Norwich

Norfolk

NR7 0HR

26 Jan 2024

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	Charity Name The National HIV Story Trust	Charity Name The National HIV Story Trust	Charity Name The National HIV Story Trust	No (if any) 1185923	No (if any) 1185923	No (if any) 1185923	CC16a
	For the period from	Period start date 01-Apr-22	To		Period end date 31-Mar-23
Section A Receipts and payments
A1 Receipts	Unrestricted funds to the nearest £ 5,081 20,000 2,101 - - - - 27,182 - - - 27,182 1,403 577 5,000 3,180 1,520 1,218 375 369 24,600 367 - 2,394 - - 19 - 7 41,015 - - - 41,015 - 13,833 - 24,037 10,204	Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - 5,148 - - - - - - - 5,148 - - - 5,148 - 5,148 - 5,148 -	Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -		Total funds to the nearest £ 5,081 20,000 2,101 - - - - - 27,182 - - -		Last year to the nearest £
Donations	5,081						2,411
Grant income	20,000						40,000
Tradingincome	2,101						9,084
							-
	-						-
	-						-
	-						-
	-						-
Sub total(Gross income for AR)	27,182						51,495
A2 Asset and investment sales, (see table).
	-
	-						-
Sub total	-						-
Total receipts A3 Payments
					27,182		51,495
					1,403 577 5,000 3,180 1,520 1,218 375 369 29,748 367 - 2,394 - - 19 - 7 46,163 - - - 46,163 - 18,981
Web hosting& computer software	1,403						211
Legal &professional and Insurance	577						22,064
Production costs	5,000						-
Accountancy	3,180						-
Editing	1,520						-
Audio recoording	1,218						-
Sundryexpenses	375						-
Office Equipment	369						7,715
Advertising	24,600						2,145
Postage	367						2,446
Books andjournals	-						498
Travel	2,394						126
Staff training	-						713
Book launch	-						1,767
Bank charges	19						43
Foreign exchange differences	- 7						-
**Sub total **	41,015						37,728
A4 Asset and investment purchases, (see table)
	-
	-
**Sub total **	-						-
Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end
							37,728
	- 13,833	- 5,148	-		- 18,981		13,767
	-	-	-		-		-
	24,037	5,148	-		29,185		15,418
	10,204	-	-		10,204		29,185

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Section B Statement of assets and liabilities at the end of the period	Section B Statement of assets and liabilities at the end of the period	Section B Statement of assets and liabilities at the end of the period
Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds	Details Details Total cash funds (agree balances with receipts and payments account(s)) Trade debtor Cash at bank Details Details Details Loanfrom Trustee Accountancy fees Signature The National HIV Story Trust (Jan 26, ~~2024, 10:01am)~~ Kevin A Watson	Unrestricted funds Restricted funds to nearest £ to nearest £ 10,204 - - - - - 10,204 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ 440 - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) Unrestricted 14,621 Unrestricted 1,800 - - - Print Name Kevin Watson	Endowment funds to nearest £
			-
			-
			-
			-
			OK
			Endowment funds to nearest £
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			-
			-
			-
			-
			-
			Current value (optional)
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			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
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			-
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			-
			-
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			When due (optional)
			Date of approval ~~26 Jan 2024~~

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