PERTH AND KINROSS HERITAGE TRUST
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Cash
£1.1M
+22.3% vs 2024
Net assets
£695K
-20.1% vs 2024
Employees
5
-16.7% lowest in 6 filed years
Profit before tax
-£175K
-600.4% vs 2024
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
7 officer resignations in last 12 months
Multiple officers have left the board recently — see the People section for who.
Net assets
6-year trend · vs Consumer Discretionary median
Accounts
6-year trend · Δ = latest vs prior filed period · latest reflected 2025-03-31
| Metric | Trend | 2020-03-31 | 2021-03-31 | 2022-03-31 | 2023-03-31 | 2024-03-31 | 2025-03-31 | Δ vs prior |
|---|---|---|---|---|---|---|---|---|
| Turnover | — | — | — | — | £547,447 | £590,471 | +7.9% | |
| Operating profit | — | — | — | — | — | — | — | |
| Profit before tax | — | — | — | — | £34,869 | -£174,501 | -600.4% | |
| Net profit | — | — | — | — | £34,869 | -£174,501 | -600.4% | |
| Cash | — | — | — | — | £878,539 | £1,074,196 | +22.3% | |
| Total assets less current liabilities | — | — | — | — | £869,900 | £695,399 | -20.1% | |
| Net assets | — | — | — | — | £869,900 | £695,399 | -20.1% | |
| Equity | — | — | — | — | £869,900 | £695,399 | -20.1% | |
| Average employees | 8 | 7 | 8 | 8 | 6 | 5 | -16.7% | |
| Wages | — | — | — | — | £142,286 | £140,050 | -1.6% | |
| Directors' remuneration | — | — | — | — | — | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2020-03-31 | 2021-03-31 | 2022-03-31 | 2023-03-31 | 2024-03-31 | 2025-03-31 |
|---|---|---|---|---|---|---|---|
| Net margin | — | — | — | — | 6.4% | -29.6% | |
| Gearing (liabilities / total assets) | — | — | — | — | 33.1% | 50.7% | |
| Current ratio | — | — | — | — | 2.83x | 1.85x |
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.
Audit & accounting basis
- 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
People
6 active · 44 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| ADAMSON, Alexander David | Director | 2025-10-29 | Feb 1965 | British |
| BALLANTINE, Michael | Director | 2018-03-13 | May 1956 | British |
| HALLYBURTON, Irene | Director | 2025-07-30 | May 1970 | British |
| LENNIE, Lindsay Ann, Dr | Director | 2026-04-29 | Dec 1966 | British |
| RYALLS, Gavin David | Director | 2024-09-27 | Jul 1958 | Scottish |
| WILKINS, Margaret Joan | Director | 2017-09-21 | Dec 1952 | British |
Show 44 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| ANGUS, John Cunningham | Secretary | 2000-03-06 | 2000-09-18 |
| BEATON, George Alexander | Secretary | 1988-05-26 | 1996-03-31 |
| INNES, Ian Taylor | Secretary | 1996-04-01 | 2000-03-06 |
| TAYLOR, Gillian Anne | Secretary | 2010-09-09 | 2016-04-01 |
| TAYLOR, Gillian | Secretary | 2000-09-18 | 2002-06-10 |
| WILSON, Robert Andrew Scott | Secretary | 2002-06-10 | 2010-08-31 |
| ARCHIBALD, Myra | Director | 1992-05-13 | 1996-03-31 |
| BEATON, William Morris Young | Director | 1988-05-26 | 2002-09-16 |
| BUTT, Gordon Mitchell | Director | 2017-09-21 | 2020-03-11 |
| COBURN, John Berry, Councillor | Director | 2007-05-16 | 2012-05-23 |
| COWAN, Katherine Ann | Director | 2004-09-22 | 2012-05-23 |
| CUTHBERT, David John Macgregor | Director | 2017-06-22 | 2017-11-14 |
| CUTHBERT, David John Macgregor | Director | 2012-05-23 | 2017-05-04 |
| DONALDSON, Stewart | Director | 2017-05-05 | 2025-10-29 |
| GRAHAM, David | Director | 1988-05-26 | 1990-01-22 |
| GRAHAM, David | Director | — | 1990-01-22 |
| GRAHAM, Lena Jean | Director | — | 1992-05-13 |
| GRIEVE, Neil Forbes | Director | 2017-09-21 | 2023-12-15 |
| HARRIS, William Fergus, Reverend | Director | 1999-06-07 | 2013-12-12 |
| HARRIS, William Fergus, Reverend | Director | 1992-11-23 | 1996-10-04 |
| HENDRY, Susan Alston | Director | 2001-09-17 | 2025-10-29 |
| HULBERT, John Kenneth Macdonald | Director | 1996-04-01 | 2007-05-16 |
| ILLINGWORTH, David | Director | 2017-05-05 | 2024-06-07 |
| ILLSLEY, Robin Edward Frank | Director | 2017-09-21 | 2020-12-09 |
| JACK, Henry Alan, Councillor | Director | 2000-07-27 | 2004-09-22 |
| LEATHER, Russell Alan | Director | 1990-02-22 | 2013-06-06 |
| LIDDELL, Andrew Colin Macduff | Director | 2021-09-27 | 2025-07-30 |
| LINDSAY, Alexander Christie | Director | 2019-06-14 | 2025-10-29 |
| LLOYD, John Edgar, Councillor | Director | 1999-05-19 | 2000-07-27 |
| LONGHORN, Colin Gordon | Director | 2018-03-13 | 2026-04-29 |
| LOVE, Gary | Director | 2023-09-22 | 2026-02-04 |
| MCNEILL, Chris | Director | 2025-07-30 | 2025-08-18 |
| MCNICOL, John | Director | 1992-05-13 | 1996-03-31 |
| MOWATT, Derek George Miller | Director | 1988-05-26 | 1992-11-23 |
| O'MALLEY, Michael | Director | 1996-04-01 | 1999-05-19 |
| O'MALLEY, Michael | Director | — | 1992-05-13 |
| PEARCE, Sarah Elizabeth | Director | 2020-12-11 | 2024-10-16 |
| RAMSAY, Anthony | Director | 1996-09-01 | 1999-06-07 |
| RICE, David Edmund Avington | Director | 2013-09-19 | 2017-09-21 |
| ROSS, James | Director | 1988-05-26 | 1992-06-01 |
| SIMPSON, Mark Anthony | Director | 2013-12-12 | 2018-01-24 |
| WALKER, Gordon | Director | 2014-02-17 | 2017-05-05 |
| WEBSTER, Mark | Director | 1992-06-01 | 2018-03-12 |
| YOUNGER, Carole Anne | Director | 2012-05-23 | 2014-12-11 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 181 total filings
Material constitutional events — rename, articles re-file, resolution
- 2025-05-21 RESOLUTIONS Resolution
- 2025-05-21 MA Memorandum articles
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-05-05 | AP01 | officers | Appoint person director company with name date | |
| 2026-05-04 | TM01 | officers | Termination director company with name termination date | |
| 2026-02-18 | TM01 | officers | Termination director company with name termination date | |
| 2025-11-12 | TM01 | officers | Termination director company with name termination date | |
| 2025-11-12 | AP01 | officers | Appoint person director company with name date | |
| 2025-11-10 | TM01 | officers | Termination director company with name termination date | |
| 2025-11-10 | TM01 | officers | Termination director company with name termination date | |
| 2025-10-15 | AA | accounts | Accounts with accounts type full | |
| 2025-08-18 | TM01 | officers | Termination director company with name termination date | |
| 2025-07-31 | AP01 | officers | Appoint person director company with name date | |
| 2025-07-31 | AP01 | officers | Appoint person director company with name date | |
| 2025-07-31 | TM01 | officers | Termination director company with name termination date | |
| 2025-07-23 | CH01 | officers | Change person director company with change date | |
| 2025-07-23 | CH01 | officers | Change person director company with change date | |
| 2025-06-04 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-05-21 | RESOLUTIONS | resolution | Resolution | |
| 2025-05-21 | MA | incorporation | Memorandum articles | |
| 2024-11-06 | CH01 | officers | Change person director company with change date | |
| 2024-10-21 | TM01 | officers | Termination director company with name termination date | |
| 2024-10-14 | AP01 | officers | Appoint person director company with name date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 14
- Capital events
- 0
- Officers appointed
- 3
- Officers resigned
- 7
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.