CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the perlod From 16 Octob•r 2024 to 311)oComb•r 2026 Charity name: We8knx STEM Foundatlon Charfty reglstrallon numbèr. 1210504 Objectlves and Actlvlties Summary of the purposes of the charity as sel out in it8 goveming document Pw•1.17 The object of the CIO is to advance the education of children and young people induding (but not limited to) in lats.0n to Science. Technology, Engineering and Mathematics ISTEMI educalion. Such children and young people shall incde in parb'cukqr Ibul shall not be limited to).. lal those aged 7 10 19 years linclusivel old.. Ibl residing in the South of England,. an¢Yor Icl enrollod al UTC Portsmouth or any academy which is part of Wessex Technical Education Trust The CIO was established al the beginning of the period. A business plan has been develoFed in consultation with UTC Portsmouth identifying the key grant making pnorilies for the CIO. Trustees now intend to share Ihe business plan with a ran e of tential funders The trustees have had regard to guidan issued by tha Charity Commission on public benefft Summary ofthe main activities in relalion to those PLtrposes for the public benefit, in particular. the activrties, projects or services idenlthed in the accounts. Statement confirming whether the trustees have had gard lo the guidance issued by the Charity Commission on public benefil P• 1.17 d 1.19 p1.18 Addltlonal Inforniatlon loptlonal You ma choose to include further statements where relevant about.. scfip rolw8nL Policy on grant making Pw•130 Policy on social investment including program related investment P•13
Contribution made by voluntee P•r• 1 38 Other Achlevement8 and Perfonnance scfip rnf•Mnr• Summary of the main achEvements of the charity, idenlfying the difference the chanty's Wofk has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. The CIO was established at the beginning of the period and truslee8 have completed all necessary processes and permissions with Ihe bank, Charity Commission and HMRC. A Jsiness plan has been developed and is being shad with potential funders. Essentl81 policies have been agreed. P•rn 1.20 Addltlonal Inforniallon loptlonal) You ma choose to include further statements where relevant about: Achievements against objects'ves set Pw• 1.41 Perfomiance of fundraising activits'es against objectives Pw• 1.41 Investment perfom)ance against objectives P4rn 1.41 Other
Financial Review Review of the charity's rinancial posits'on al the end of the nod Slalemenl explaining the policy for holding reserves stalin wh the are hekl Amount of reserves held Reasons for holding zero reserves Pw•121 The CIO wa$ funded during the period by donations from Ihe trustees. The surplus foT the nod was £4,660. The trustees intend in due coursa to adopt a fomial re8erve$ policy targeting M months of ralin eXndituT8. Pw•122 P•122 The CIO 18 presently beiw established and reseNes will be retained in accordance with the policy once there is an established pattem of rali ex nditur8 Details of fund materially in deficit Explanation of any uncertainties about the charity contsnuing as a going concem P¥124 Pw•123 There are no unc•rtainties about the charity continuing a$ a going concem. Addhlonal Inforniallon (optlonal> You ma choose lo include furth8r statements vknere relevant about.. The trustees have 8UPPOrted the operations of the CIO during th8 period. The charity's principal sources of funds {in¢luding any fundraising) Pw• 1.47 Investment policy and objectives inCludg any social investment policy adopted Pw• 1.46 A description of the principal risks facing the ¢harity 1.46 Other
Structure, Governance and Management Description of charity's Irvsls Type of goveming documenl Constilulion dated 18 OCtor 2024 last amended on 9 June 2025 How is the chanty consliluled? P•r• 12$ Trustee selection methods including details of any conslilulional provision8 e.g. election to post or name of any person or body entitled to appoint one or more tTuslees P•r• 125 The first charrty IfU8lee8 are Petér Taylor and Dav Joyce. Mr Taykjr has been appointed for an inits'al temi of three years. Mr Joyce ha$ been appointed for an inrtial term of four year5. The Chair of trustees of UTC Portsmouth is an ex- officio trustee Apart from the first charity trustees and ex officio trustee, evèry chanty trustee musl be appointed by a rosolLth'on of the l)oard for a 18 of three years. In sebecting indivKJuals for appointmenl as chanty tnsstees. the board must have regard to the skills. knowledge and experienr* needed for the effedive •Jministralion of the CIO. Additlonal Informatlon loptlonal) You ma choose to include further statements Wre relevant aboul: Policies and procedures adopted for the induction aThJ training of trustees Pw• 1.51 The charity's organisational structure and any wider netsvork with which the charity works P¥• 1.51 Relationship with any related parbes Pwa 1.51 Other Reference and Admlnlstratlve detslls ' charitname other Dame the charit istered chariix number Wessex STEM Foundation 1210504
Charity's principal address UTC Portsmouth. London Road. Portsmouth. P02 9DU, England. Names of the ¢harfty tru•tse who manag• tho charlty Trust nam• Offi Ill•nyl Dat•• •ct•d If not ft>rTl#)l• Treasurer Chair N*m• of p•r•on lor body) •ntitled nt trts• 118n David Joyce Chartes Parker Peter Taylor 5.12.25-31.12.25 UTC PortsrTh)uth 10 12 13 14 15 16 17 18 19 20 Co orate trustees- names of the direct(Ks at the date the re Dlr•¢tor nam• rt was a roved NIA Name of trustees holding titie to propety belonging to th8 chanty Tru•t•• nam• Dat•B •ctsd If not forwhol• Mr NIA
Funds held as custodian trustees on behalf of others Description ol the assets held in this capacity NIA Name and objects of the ¢hanly on whose tehalf the assets a 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 (y•m a58ets Addltlonal Inforniatlon {optlonal) Nam¢8 and •ddrn•$os of advi8¢ra Ioptlonal Inform•llon) Type of Name Addrn advltsr Nam• of ch1 exocullvo or name8 of ••nlor staff Momr9 Iopllonal Informatlon) Exemptions from disclosure Reason for non4isclo$ure of k NIA rscfirnl details Other o tional inforniation
Declarations The trustees declare that they have approved the trustee$. report above. Slgned on behall of the charlty's trustees SIgnaTe(SI Full name(sl Position (eg Secretary, Chair, etc) Peter Taylor Trustee David Joyce TnJsleo Dats Is AfiiL 2oz
CHARIIY COMM15510N IOR INGLIJ4D A140 WALES Rec8lpts and payments accounts CC16a F•rth• p•rlod To Section A Receipts and payments Vnr••irfct•d R•¥trkd knd• luth )dtrn1 Toithl lund• La•tyMr Al R•r AR} AJP Sub tot•1 A4 A••t ahd Irbvmtsmni b tol•l 14•lOf•1PIp•ymlffts) Al C#h fund• •tY••T•d ¢••h thI8r* £££2 CCXX AI Issi
Section B Statement of assets and liabilities al the end of Ihe period R•#irkl•d lund• EndoYrt•t)f lund• t47 t lun ID n•4iMI£ roti¢•sh lun¢l• fvn¢l• lund• D•t*i Oet•i15 CoWla•¥on•ll B4 A•••ts r•t•kn•d lorth• hartty• own Arnounld4• 85 LlabbMII•• Oite Ovol £1 ? 2L Jifil Dk¥lOkn¢• ¢CAX R2atstsm15SI ZtyUY2026