Charity Accounts Intelreading the accounts so you don’t have to

PETER CURZON ORAM CHARITABLE TRUST

Registered charity 1079708 · accounts filings on the Charity Commission register

The charity pays the income from the trust fund for the provision of scholarships for further education in the arts, music, study of ceramics and allied subjects, and for furtherance of study in heart surgery, to residents of Hong Kong. The charity awards grants to the Chinese University of Hong Kong for the provison of scholarships in accordance with these objects.

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · Get email alerts

Latest income
£40k
Latest spending
£33k
Registered
2000
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that free reserves increased to £41,162, supported by bank balances of £9,780 and investments valued at £1,147,334 within the expendable endowment fund. The trustees maintain a policy of holding free reserves to cover future needs, opportunities, contingencies, and risks. The independent examiner confirmed that no material matters came to their attention that would hinder a proper understanding of the accounts.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: maintaining a free reserve available to be spent in the furtherance of the charity’s objectives as well as covering future needs, opportunities, contingencies and risks (held: £41k)
“The Trustees pursue a policy of maintaining a free reserve available to be spent in the furtherance of the charity’s objectives as well as covering future needs, opportunities, contingencies and risks.”
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Trustee-connected entity
“HSBC was paid £18,515 for trust administration and investment management fees during the year under review. These fees are authorised under clause 13 of the trust deed.”
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Hong Kong

Income and spending

Financial year endIncomeSpending
26/08/2025£40k£33k
05/04/2024£21k£17k
05/04/2023£21k£117k
05/04/2022£22k£65k
05/04/2021£25k£15k

Common questions

Is PETER CURZON ORAM CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that free reserves increased to £41,162, supported by bank balances of £9,780 and investments valued at £1,147,334 within the expendable endowment fund. The trustees maintain a policy of holding free reserves to cover future needs, opportunities, contingencies, and risks. The independent examiner confirmed that no material matters came to their attention that would hinder a proper understanding of the accounts. Its FY2025 accounts were independently examined.