
## **Trustees’ Annual Report for the period** 

**From:** 15/09/2023 **Period start date   To:** 31/10/2024 **Period end date** 

**Charity name:** KEYWEST FOUNDATION 

## **Charity registration number:** 1204741 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|The charity exists to provide advisory, guidance,<br>and counselling services on matters of interest to<br>individuals and groups, as well as to create<br>platforms for networking and community<br>engagement that promote the upholding of race<br>equality and equal opportunity policies in both<br>private and public sector organisations. It also<br>seeks to empower and advance individuals and<br>groups through training, skills development,<br>education, and capacity building, and to improve<br>quality of life through recreational and leisure<br>activities.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|During the year, the charity organised training<br>sessions and basic skills development<br>workshops to enhance empowerment and<br>advancement.|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The trustees confirm that we have had due<br>regard to the Charity Commission’s guidance on<br>public benefit in planning and carrying out the<br>charity’s activities.|



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

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



## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|We did not undertake activities that directly<br>delivered services to beneficiaries, as no income<br>was received and no expenditure incurred. The<br>trustees focused on maintaining the charity’s<br>governance and administrative readiness, as well<br>as exploring potential funding sources and<br>partnerships. This preparatory work will enable<br>the charity to commence projects and activities<br>that will support its objectives and deliver<br>measurable benefits to beneficiaries and the<br>wider community in the coming financial year.|



**Additional information (optional)** You may choose to include further statements where relevant about: Achievements against Para 1.41 objectives set Performance of fundraising Para 1.41 activities against objectives set Investment performance Para 1.41 against objectives Other 

## **Financial Review** 

|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|We had no income or expenditure during the<br>financial year. The closing bank balance and net<br>assets remained at £0, and there were no<br>outstanding liabilities.|
|---|---|---|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|The charity currently does not hold any reserves<br>due to no income being generated in the period.<br>The trustees’ policy is to build reserves in future<br>years to ensure the charity can meet its<br>objectives and cover unforeseen costs.|
|Amount of reserves held|Para 1.22|£0|
|Reasons for holding zero<br>reserves|Para 1.22|The charity did not receive any income during the<br>period and therefore were unable to set aside<br>any funds as reserves.|
|Details of fund materially in<br>deficit|Para 1.24|There were no funds in deficit during the period.|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|The trustees are confident the charity will<br>continue as a going concern. Plans are in place<br>to seek funding and develop activities in the next<br>financial year to support the charity’s objectives.|





## **Additional information (optional)** 

You may choose to include further statements where relevant about: The charity’s principal Para 1.47 sources of funds (including any fundraising) Investment policy and Para 1.46 objectives including any social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other 

## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Trust Deed|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|The charity is constituted as a Charitable<br>Incorporated Organisation (CIO).|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Trustees are appointed in accordance with the<br>provisions set out in the charity’s governing<br>document. New trustees may be elected by the<br>existing trustees or appointed by [insert name of<br>person/body, if applicable], and serve for [insert<br>term length] before being eligible for<br>reappointment. The governing document also<br>allows for trustees to be co-opted as necessary<br>to fill vacancies or bring specific skills to the<br>board.|
|**Additional information (optional)**<br>You may choose to include further statements||where relevant about:|
|Policies and procedures<br>adopted for the induction and<br>training of trustees|Para 1.51||
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||





## **Reference and Administrative details** 

|Charity name|KEYWEST FOUNDATION|
|---|---|
|Other name the charity uses|N/A|
|Registered charitynumber|1204741|
|Charity’s principal address|7 HIGH SIX GARDENS, BRISTOL BS34 5SS|
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## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20<br> <br> <br>|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20<br> <br> <br>|**Trustee name**|**Office (if any)**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|---|---|---|
|||Barbara Matovu|||||Frederick Monplaisir|
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|||Corporate trustees–names of the directors at the date the report was approved<br>**Director name**<br>Frederick Monplaisir||||||
|||**Director name**||||||
|||Frederick Monplaisir||||||
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Name of trustees holding title to property belonging to the charity 

|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
|Frederick Monplaisir|||





## **Funds held as custodian trustees on behalf of others** 

Description of the assets The charity does not hold any assets on behalf of any other held in this capacity charity. Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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 Name Address adviser Name of chief executive or names of senior staff members (Optional information)** 

## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

N/A 

## **Other optional information** 



## **Declarations** 

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

**Signed on behalf of the charity’s trustees** 

**Signature(s) Full name(s)** BARBARA MATOVU **Position (eg Secretary,** TRUSTEE **Chair, etc) Date** 14 August 2025 

