2024-03-31-accounts

Trustees’ Annual Report for the period

From 1 April 2023 To

31 March 2024

Charity name: The National HIV Story Trust

Charity registration number: 1185923

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 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

	SORP reference
Policy on grant making	Para 1.38
Policy on social investment including program related investment	Para 1.38
Contribution made by volunteers	Para 1.38
Other

Achievements and Performance

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SORP reference
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Achievements and Performance	Achievements and Performance	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? In a busy and successful year the NHST saw significant growth and worked with both existing and new partners and funders. Plans for future periods Our year started with an award from Gilead to complete an additional 20 transcripts – allowing us to add to our rich archive of material within the London Archives. During Q1 we expanded our team of volunteers, to increase our marketing skills and to bring in new people to further our outreach work into businesses/education presentations. Our external talks included corporate settings, class rooms and we undertook a large event for a major London Investment house. At the end of Q1 we were awarded a National Lottery Heritage Grant of £240,188, which has meant a significant step change in the activities of the charity. This grant has enabled us to creatively develop and launch ‘HIVstory’ - an innovate three-year community outreach programme across the UK - www.hivstory.org.uk - and we are delighted to be partnering with the Royal College of Nursing, London Archives, University of Central London and Newcastle University. This is a landmark programme, designed to raise awareness and understanding of the HIV/AIDS pandemic, with the aim of generating positive social change, particularly with younger generations who may have little or no knowledge of this period of history, and fighting against the stigma still associated with HIV. The project

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will work with our partners to host film screenings, creative workshops, conferences, and heritage focused events, as well as training volunteers in collecting oral histories and using them to share recent social history. As part of this programme we have brought in additional support with a contracted Project manager and a contracted volunteer officer, ensuring we are able to scale up our activities and share our work, In addition, we are also excited that through HIVstory the NHST will offer skills training beyond volunteer communities and will provide the opportunity for three young persons to undertake an apprenticeship in the heritage sector. The size and scale of the project has meant a lot of focus on delivering many different and new activities associated with HIVstory (new websites, supplier contracts, partner agreements etc) and so we have had to work consistently to ensure we continue with our more regular activities. Across 2024 we have captured new interviews and created new online content, as well providing interviews, thought leadership and supported other members of the HIV/Aids community. Across Q1/Q2 we launched a series of podcasts based on stories from our interviewees, and we also worked with a theatrical team to look at creating a new performance based piece again using our interviews as inspiration. During this year we have sadly lost some of our interviewees - an important reminder that if we didn’t archive and record their stories, these would be lost alongside them. Our fundraising efforts continued across the year and culminated in a group of volunteers taking part in the Red Run in London - providing vital funds for our day to day operations and the continued development of our main website and the collecting of video interviews. We are particularly grateful to a number of significant individual donors who have provided funds for special projects, including supporting our launches, our online promotional activity and funding a contractor to focus on our fund raising activities. On the 5th December - in the week of World Aids Day- we launched our first HIVstory exhibition, with one of our partners UCL, at UCL East, Stratford, where more

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than 80 attendees came to see our newly created displays, materials and videos. In terms of growing our archive, alongside our new interviews, we have taken possession of; the Frankie O’Reilly collection of 9000 photographs (taken in the pubs/clubs of the 1980/90s), The Barabara Hathaway Collection - a collection of memories reflecting the life of Barbara’s daughter Denise Hathaway including audio tapes, photos, written material and artwork, The Bridget Samson archive - a collection of leaflets, books and written materials from the 80s and 90s, charting Bridget’s work in HIV education, particularly with a focus on younger generations both in the UK and in Africa, and, ‘Survivors’ a significant collection of original photographs by the internationally acclaimed Dutch photographer Danielle Van Zadelhoff. .

Additional information (optional) You may choose to include further statements where relevant about:

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

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Review of the charity’s Para 1.21
financial position at the end
of the period
Statement explaining the Para 1.22
policy for holding reserves The charity has free reserves of £16,937
stating why they are held at 31 March 2024 (2023: £10,024) which
has been calculated as the total funds of
the charity less restricted funds. At 31
March 2024, the charity had restricted
funds of £6,550 (2023: £Nil). The charity
needs free reserves for its ongoing
operations and the trustees are satisfied
with the level held.
Amount of reserves held Para 1.22
Reasons for holding zero Para 1.22
reserves
Details of fund materially in Para 1.24
deficit
Explanation of any Para 1.23
uncertainties about the
charity continuing as a going
concern
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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

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Structure, Governance and Management

Description of charity’s trusts:
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 2024 stands at £14,621. In the year ended 31 March 2024 the Trust reimbursed 3 Trustees a total of £299 (2023: 5 Trustees a total of £2,295) for

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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. Other

Reference and Administrative details

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Charity name The National HIV Story Trust
Other name the charity uses
Registered charity number 1185923
Charity’s principal address 13 York Villas
Brighton
BN1 3TS
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Names of the charity trustees who manage the charity

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Nam
e of
pers
on
(or
body
Dates acted if not for whole )
Trustee name Office (if any)
year entitl
ed to
appo
int
trust
ee (if
any)
1 Kevin Watson
Nicholas
2
Thorogood
3 Erica Piennar
4 George Ruiz
5 Janet Pimblett
6 Julian Ingle
7 Paul Coleman
8 Dan Costen
9
10
11
12
13
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14
15
16
17
18
19
20
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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

Trustee name Dates acted if not for whole year

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 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

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Additional information (optional)

Names and addresses of advisers (Optional information)

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Type of Name Address
adviser
Independent Price Bailey LLP Anglia House, 6 Central Avenue
examiners 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)
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Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

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Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

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Signature(s) KEVIN WATSON
Mr K Watson (Jan 29, 2025, 5:05pm)
Full name(s) Kevin Watson
Position (eg Trustee
Secretary, Chair, etc)
Date 29 Jan 2025
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Charity Name No (if any)
The National HIV Story Trust 1185923
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01-Apr-23 31-Mar-24
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations 4,039 - - 4,039 5,081
Grant income 6,550 - 6,550 20,000
Trading income 2,666 - - 2,666 2,101
- - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
6,705 6,550 - 13,255 27,182
AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 6,705 6,550 - 13,255 27,182
A3 Payments
Web hosting & computer software 1,075 - - 1,075 1,403
Legal & professional and Insurance 561 - - 561 577
Production costs - - - 5,000
Accountancy 2,676 - - 2,676 3,180
Editing - - - 1,520
Audio recoording - - - 1,218
Sundry expenses - - - 375
Office Equipment - - - 369
Advertising 1,728 - - 1,728 29,748
Postage 237 - - 237 367
Travel 294 - - 294 2,394
Bank charges 18 - - 18 19
Foreign exchange differences 13 - - 13 - 7
Sub total [ 6,602 ] - - 6,602 46,163
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 6,602 - - 6,602 46,163
Net of receipts/(payments) 103 6,550 - 6,653 - 18,981
A5 Transfers between funds - - - - -
A6 Cash funds last year end 10,204 - 10,204 29,185
Cash funds this year end 10,307 6,550 - 16,857 10,204
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Section B Statement of assets and liabilities at	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)) Details Cash at bank Details Details Signature KEVIN WATSON	Unrestricted funds Restricted funds to nearest £ to nearest £ 10,307 6,550 - - - - 10,307 6,550 OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - Fund to which liability relates Amount due (optional) - - 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 29 Jan 2025

Mr K Watson (Jan 29, 2025, 5:05pm)

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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 2024 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:

Aaron Widdows ACA FCCA

Price Bailey LLP

Anglia House, 6 Central Avenue

St Andrews Business Park

Thorpe St Andrew

Norwich

Norfolk

NR7 0HR

Issuer

Price Bailey LLP

Document generated Wed, 29th Jan 2025 16:58:35 GMT

Document fingerprint 39c9a0304458642ad0aaa51dc5f6742f

Parties involved with this document

Document processed

Party + Fingerprint

Wed, 29th Jan 2025 17:05:25 GMT Mr K Watson - Signer (23d59a0c60a397ebd340764ed273d1cf)

Audit history log

Date

Action

Wed, 29th Jan 2025 16:58:35 GMT Wed, 29th Jan 2025 16:58:35 GMT Wed, 29th Jan 2025 16:58:35 GMT

Wed, 29th Jan 2025 17:00:36 GMT Wed, 29th Jan 2025 17:00:36 GMT

Wed, 29th Jan 2025 17:04:50 GMT Wed, 29th Jan 2025 17:04:54 GMT Wed, 29th Jan 2025 17:04:57 GMT Wed, 29th Jan 2025 17:05:25 GMT Wed, 29th Jan 2025 17:05:25 GMT Wed, 29th Jan 2025 17:05:26 GMT

Envelope generated by Yazmin Pettitt5.148.19.153 Document generated with fingerprint 39c9a0304458642ad0aaa51dc5f6742f5.148.19.153 Document generated with fingerprint 725d21d9105b7ca8cbc4c62c526484585.148.19.153 Document emailed to [e-mail]35.179.90.169 Sent the envelope to Mr K Watson ([e-mail]) for signing5.148.19.153

Mr K Watson opened the document email.62.56.28.59 Mr K Watson opened the document email.62.56.28.59 Mr K Watson viewed the envelope62.56.28.59 Mr K Watson signed the envelope62.56.28.59 This envelope has been signed by all parties62.56.28.59 Mr K Watson viewed the envelope62.56.28.59