CCEW Charity Commission profile

PETER CURZON ORAM CHARITABLE TRUST

Registered charity 1079708 · organisation 3967073

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Other
Registered
6 March 2000
Removed
Not supplied
Financial period
6 April 2024 – 26 August 2025
Latest income
£39,703
Latest expenditure
£32,961
Gift Aid
No
Owns or uses land
No
In administration
No
Insolvent
No
CIO
No

Public contact address: HSBC Trust Company (UK) Limited, 1 The Forum, 2nd Floor, Parkway, Whiteley, FAREHAM

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date
6 April 2024
Fin Period End Date
26 August 2025
Ar Cycle Reference
AR25
Reporting Due Date
26 June 2026
Date Annual Return Received
1 May 2026
Date Accounts Received
1 May 2026
Total Gross Income
£39,703
Total Gross Expenditure
£32,961
Fin Period Start Date
6 April 2023
Fin Period End Date
5 April 2024
Ar Cycle Reference
AR24
Reporting Due Date
5 February 2025
Date Annual Return Received
28 October 2024
Total Gross Income
£20,663
Total Gross Expenditure
£17,396
Fin Period Start Date
6 April 2022
Fin Period End Date
5 April 2023
Ar Cycle Reference
AR23
Reporting Due Date
5 February 2024
Date Annual Return Received
31 January 2024
Total Gross Income
£20,801
Total Gross Expenditure
£116,586
Fin Period Start Date
6 April 2021
Fin Period End Date
5 April 2022
Ar Cycle Reference
AR22
Reporting Due Date
5 February 2023
Date Annual Return Received
24 January 2023
Total Gross Income
£21,946
Total Gross Expenditure
£65,389
Fin Period Start Date
6 April 2020
Fin Period End Date
5 April 2021
Ar Cycle Reference
AR21
Reporting Due Date
5 February 2022
Date Annual Return Received
15 January 2022
Total Gross Income
£24,912
Total Gross Expenditure
£14,937

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
6 April 2024
Fin Period End Date
26 August 2025
Ar Due Date
26 June 2026
Ar Received Date
1 May 2026
Total Gross Income
£39,703
Total Gross Expenditure
£32,961
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
6 April 2023
Fin Period End Date
5 April 2024
Ar Due Date
5 February 2025
Ar Received Date
28 October 2024
Total Gross Income
£20,663
Total Gross Expenditure
£17,396
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
6 April 2022
Fin Period End Date
5 April 2023
Ar Due Date
5 February 2024
Ar Received Date
31 January 2024
Total Gross Income
£20,801
Total Gross Expenditure
£116,586
Grant Making Is Main Activity
Yes
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
6 April 2021
Fin Period End Date
5 April 2022
Ar Due Date
5 February 2023
Ar Received Date
24 January 2023
Total Gross Income
£21,946
Total Gross Expenditure
£65,389
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
6 April 2020
Fin Period End Date
5 April 2021
Ar Due Date
5 February 2022
Ar Received Date
15 January 2022
Total Gross Income
£24,912
Total Gross Expenditure
£14,937
Charity Raises Funds From Public
No
Grant Making Is Main Activity
Yes
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
No
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
0

05 Official extract

Charity Area Of Operation

Geographic Area Type
Country
Geographic Area Description
Hong Kong
Parent Geographic Area Type
Continent
Parent Geographic Area Description
Asia
Welsh Ind
No

06 Official extract

Charity Classification

Classification Code
302
Classification Type
How
Classification Description
Makes Grants To Organisations
Classification Code
206
Classification Type
Who
Classification Description
Other Defined Groups
Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives

07 Official extract

Charity Event History

Charity Name
PETER CURZON ORAM CHARITABLE TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
2000-03-06T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description
WILL PROVED IN THE SUPREME COURT OF HONG KONG 9 MARCH 1981
Charitable 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

09 Official extract

Charity Other Regulators

Regulator Order
1
Regulator Name
Financial Conduct Authority

10 Official extract

Charity Policy

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