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 inc￿de 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
p￿1.18
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 sha￿d 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
eX￿ndituT8.
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 inClud￿g 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 OCto￿r 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 W￿re 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
' charit￿name
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>rT*l#)l•
Treasurer
Chair
N*m• of p•r•on lor body) •ntitled
nt tr￿ts•
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•$os of advi8¢ra Ioptlonal Inform•llon)
Type of
Name
Addrn
advltsr
Nam• of ch￿1 exocullvo or name8 of ••nlor staff Mom￿r9 Iopllonal Informatlon)
Exemptions from disclosure
Reason for non4isclo$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
SIgna￿Te(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
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