PERTH AND KINROSS HERITAGE TRUST

• ◆

  7 officer resignations in last 12 months

  Multiple officers have left the board recently — see the People section for who.

Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers

• Turnover

  +7.9%

  £547,447 → £590,471

• Cash

  +22.3%

  £878,539 → £1,074,196

• Net assets

  -20.1%

  £869,900 → £695,399

• Employees

  -16.7%

  6 → 5

  lowest in 6 filed years

• Profit before tax

  -600.4%

  £34,869 → -£174,501

• Wages

  -1.6%

  £142,286 → £140,050

Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers

Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.

Accounting basis

FRS 102

Reporting scope

Standalone (parent only)

Auditor

Morris & Young

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“At the time of approving the financial statements, the trustees have a reasonable expectation that the charitable company has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.”

Significant events

• “In December 2023 the trust produced a revised Strategic Plan, covering 2024-2026, with three objectives: to develop a new community archaeology project; relocate our operational base; and to raise the profile of the trust.”
• “In June 2024 the trust relocated to 8 Bridge Lane, Perth, and in February 2025 the trust appointed a new Community Archaeologist.”
• “Also in February 2025, the trust agreed a new Service Level Agreement with Perth & Kinross Council, to continue delivery of the Planning Archaeology Service over 2026-2028.”
• “The charitable company will complete the Perth City Heritage Fund tranche for 2024-2026, and in September 2025, submit a bid for a further tranche for another 3 or possibly 5 years. and the planning archaeology service for Perth & Kinross Council through the Service Level Agreement until the end of March 2025.”
• “The Trust will continue to deliver Doors Open Days, the Community Heritage Grant Scheme, and Tay Landscape Partnership scheme monitoring, and in addition will develop and deliver a community archaeology project over 2025-26.”
• “In early 2025 the trust began an organisational review to be further progressed over 2025-26. This will include the restructuring of the staff team, and the appointment new trustees.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

17

last 12 months

Capital events

0

last 24 months

Officers appointed

3

last 12 months

Officers resigned

7

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.