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Charity Details

 

Phoenix Benevolent

SC048872Registered charity from 28 November 2018
2MB ZIP file, with green, blue and mono style logos
2MB ZIP file, with green, blue and mono style logos
Information about this charity:
Charity Information Operations Annual Submissions Income and Expenditure Charity Trustees
Charity Information:
Address Newton Dee
Newtondee Village
Aberdeen
Postcode AB15 9DX
Website No Link Provided
Regulatory Type Standard
Object:
7.1 The SCIO will promote, advance and further its charitable purposes by making provision for the support (financial or otherwise) of:- 7.1.1 as determined by the Charity Trustees in their sole discretion, Co-Workers or ex-Co- Workers at or past the point of retirement from their working life (which will ordinarily be at the point of reaching the national retirement age); and 7.1.2 in limited circumstances, to be determined from time to time and case by case as appropriate by the Charity Trustees, spouses, civil partners, cohabitants and other dependents of a Co-Worker who have become through old age, sickness, infirmity, poverty or other disadvantage in need of financial support, care, nursing, accommodation and/or anthroposophical, medical or other treatment with all support provided being closely connected to issues of age and based on need without any individual being entitled to support from the SCIO. 7.2 For the purposes of the 2005 Act the following charitable purpose is (i) particularly relevant and (ii) is the charitable purpose identified as applicable from section 7 of the 2005 Act:- 7.2.1 The relief of those in need by reason of age, ill-health, disability, financial hardship or other disadvantage. 7.3 For the purposes of the Taxes Acts the provisions set out in clauses 7.1 and 7.2 shall be read together to ensure the charitable purposes of the SCIO are compliant with the Taxes Acts.
Operations:
What the charity is set up to do and how it does this:
Phoenix Benevolent provides discretionary financial support to co-workers and ex co-workers of Newton Dee who have reached the age of 66 and beyond in recognition of their voluntary status which has prevented them from making full financial provision for their old age.
Charity Status: Active
Constitutional Form: SCIO (Scottish Charitable Incorporated Organisation)
Constitutional Form Date: 28 Nov 2018
Main Operating Location: Aberdeen
Number of Staff: 0
Number of Volunteers: 0
Purposes: "the relief of those in need by reason of age, ill-health, disability, financial hardship or other disadvantage"
Beneficiaries: "Older People"
Types Of Activity Undertaken: "It makes grants, donations or gifts to organisations", "It carries out activities or services itself"
Annual Submissions:
Year End Income Expenditure Annual Return Received Accounts Received Latest Annual Reports and Accounts
31 Mar 2022 £105,300 £63,578 19 Dec 2022 Yes
31 Mar 2023 £223,894 £74,395 21 Dec 2023 Yes
31 Mar 2024 £142,809 £170,096 16 Dec 2024 Yes
31 Mar 2025 £90,553 £151,182 15 Dec 2025 Yes Download
31 Mar 2026 No Annual Information due by 31 Dec 2026
If an annual return has been received on time (within nine months of the Year End Date), the 'Annual Return Received' box is green   . If an annual return is late, the box is red   .
Income and Expenditure:
Charity Trustees:
First Name Last Name
Philip Smith
francis newbatt
Ulrike Mall
Martin Alfred
Hanne thijs
Maria Soto
From 09 March 2026, OSCR is required by law to publish the names of a charity’s trustees as part of its Scottish Charity Register entry. We are also required to publish each charity’s annual report and accounts as received from this date, which may include the names of certain individuals. The only exceptions to publication are where a charity or one of its charity trustees applies for this information to be excluded, and OSCR is satisfied that publishing it would jeopardise the safety or security of a person or premises.

If the charity trustee information on a Register entry appears blank, this may mean that an exemption applies or that the charity has not yet provided the required details to OSCR. Supplying this information will become mandatory as part of future annual submissions.
Copyright

From 30 June 2025, OSCR began collecting charity trustee information through OSCR Online. Providing this information is a legal requirement for all charities. The names of trustees will be published on the Scottish Charity Register from early 2026 to promote transparency and strengthen public trust in the sector.

© Office of the Scottish Charity Regulator 2006. Crown Database Right 2006.

The Scottish Charity Register ("The Register") is subject to Crown database right.

The Scottish Charity Register is licenced under the Open Government Licence v3.0.

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When you use this information under the OGL, you should include the following attribution: © Crown Copyright and database right 2020. Contains information from the Scottish Charity Register supplied by the Office of the Scottish Charity Regulator and licensed under the Open Government Licence v.3.0.

Charity accounts and constitution – what information do we publish?

The Scottish Charity Register contains key information about a charity’s operations and finances. This includes:

  • the names of a charity’s trustees (exemptions apply)
  • its annual report and full accounts, if submitted after 9 March 2026
    (Accounts submitted prior to 9 March 2026 will be redacted, or may not be published, depending on the charity’s income level or legal form.)

These changes are designed to improve transparency across the charity sector in Scotland.

Please note that we accept no responsibility for the functionality, accuracy, or content of external websites. If you experience a technical issue with an external link, you should contact the charity directly.

Under section 23(1)(a) and (b) of the Charities and Trustee Investment (Scotland) Act 2005, you have the right to request the following information directly from the charity:

  • a copy of the charity’s latest statement of accounts
  • a copy of the charity’s constitution
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