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.

Objects

PROVISION OF SCHOLARSHIPS FOR FURTHER EDUCATION IN THE ARTS MUSIC PAINTING STUDY OF CERAMICS AND ALLIED SUBJECTS AND FOR THE FURTHERANCE OF STUDY IN HEART SURGERY TO RESIDENTS OF THE COLONY OF HONG KONG BUT IN PARTICULAR TO MEMBERS OF THE CHINESE COMMUNITY OF HONG KONG

Area of benefit: HONG KONG

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

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

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

In its annual return the charity told the Commission it is also regulated by: Financial Conduct Authority. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Trustees · trustee networks

• LUDLOW TRUST COMPANY (SOUTHAMPTON) LTD · trustee of 113 other charities

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

Operates in: Hong Kong

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE GRAHAM-DIXON CHARITABLE TRUST.

• THE GRAHAM-DIXON CHARITABLE TRUST income £25k
• THE BARHAM CHARITABLE TRUST income £58k
• THE HAWORTH CHARITABLE TRUST income £147k
• MGS CHARITABLE TRUST income £1.2m
• THE SIR FRANCIS PEMBERTON CHARITABLE TRUST income £39k
• HANSON RESEARCH TRUST income £61k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.