## **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.| 1 |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.| 2 |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| 3 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. 4 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. 5 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| 6 |||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: 7 |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.| 8 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||||| 9 |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|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |20||||| – 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 **----- Start of picture text -----**
Trustee name Dates acted if not for whole year
**----- End of picture text -----**
## **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 10 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** 11 ## **Declarations** **----- Start of picture text -----**
The trustees declare that they have approved the trustees’ report above.
**----- End of picture text -----**
**----- Start of picture text -----**
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
**----- End of picture text -----**
12 ## **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 13 ||**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**| 14 |**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 £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval
~~26 Jan 2024~~| ||||| ||||| ||||| 15