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2025-03-31-accounts

Docusign Envelope ID: C1DF05F2-470D-471B-8BD6-ADC8732296D2

CHARITY REGISTRATION NUMBER: SC041529

DUNDEE MUSEUM OF TRANSPORT (SCIO) FINANCIAL STATEMENTS

31 MARCH 2025

BK PLUS AUDIT LIMITED

Chartered certified accountants & statutory auditor

Docusign Envelope ID: C1DF05F2-470D-471B-8BD6-ADC8732296D2

DUNDEE MUSEUM OF TRANSPORT (SCIO)

FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2025

PAGE
Trustees' annual report 1
Independent auditor's report to the members 5
Statement of financial activities 10
Statement of financial position 11
Statement of cash flows 12
Notes to the financial statements 13

Docusign Envelope ID: C1DF05F2-470D-471B-8BD6-ADC8732296D2

DUNDEE MUSEUM OF TRANSPORT (SCIO)

TRUSTEES' ANNUAL REPORT

YEAR ENDED 31 MARCH 2025

The Trustees present their report and the financial statements of Dundee Museum of Transport (‘the Museum’ or ‘the Charity’) for the year ended 31 March 2025.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered charity name Dundee Museum of Transport (SCIO) Charity registration number SC041529 Principal office THE TRUSTEES (Resigned 25 November 2025) (Appointed 12 December 2024) (Appointed 15 August 2024) AUDITOR bk plus Audit Limited Chartered certified accountants & statutory auditor 144 Nethergate Dundee DD1 4EB BANKERS The Royal Bank of Scotland plc 133 Albert Street Dundee DD4 6PR

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DUNDEE MUSEUM OF TRANSPORT (SCIO)

TRUSTEES' ANNUAL REPORT (continued)

YEAR ENDED 31 MARCH 2025

STRUCTURE, GOVERNANCE AND MANAGEMENT

Dundee Museum of Transport was established as a Scottish Charitable Incorporated Organisation (SCIO) on 17 April 2015 and is registered with The Office of the Scottish Charity Regulator (OSCR). The charity had previously operated under the same charity number as an unincorporated charity. The charity is governed under the terms of the constitution.

There are currently approximately 214 members. For a small annual fee, members have voting rights at the AGM, as well as other membership benefits.

RECRUITMENT AND APPOINTMENT OF TRUSTEES

The Trustees have developed an information pack for potential Trustees which includes OSCR guidance for Trustees, and which details the responsibilities and commitment required of the Trustees.

The Trustees do not receive any remuneration for being Trustees but the charity may pay for specialist services delivered by entities controlled by certain Trustees at commercial rates.

OBJECTIVES AND ACTIVITIES

The charity's objectives are as follows:

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DUNDEE MUSEUM OF TRANSPORT (SCIO)

TRUSTEES' ANNUAL REPORT (continued)

YEAR ENDED 31 MARCH 2025

ACHIEVEMENTS AND PERFORMANCE

During the year the museum completed essential repair works to the Maryfield Tram Depot and in doing so undoubtedly secured the physical integrity of the oldest part of the building while wider planning works continued. To this end the museums secured Full Planning Permission for its plans in the spring. This will support the building of further momentum around phase one of the project, the restoration and conservation of the 1901 section of the building, its fit-out and conversion into the museum's new home, now expected to be completed in the first half of 2026.

Further strengthening governance structures, notably with the appointment of a new Treasurer in 2022, will support strong financial planning and management, essential to the advancement of the museum's ambitions.

The current museum operation continued to offer a variety of changing content through its temporary exhibition space and popular weekend events calendar. This included working with a variety of external partners, bringing their vehicles, associated knowledge and passion to thousands of visitors over the year. While not taking a decision to close the museum between November and February lightly this did support the completion of a range of essential repair works over this traditionally quiet period.

Restricted Funds also improved but this was for future projects and the roof work at Maryfield.

The financial future of the charity is secure and it is an exciting time looking forward.

FINANCIAL REVIEW

The results for the year are set out in the Statement of Financial Activities. The charity made a surplus in the year of £460,022 (2024 - £393,109) with total reserves carried forward of £1,341,046 (2024 - £881,025).

RISK MANAGEMENT

The Trustees have assessed the major risks to which the charity is exposed, in particular those related to the operations and finances of the charity, and are satisfied that systems are in place to mitigate exposure to the major risks.

RESERVES POLICY

The Trustees have established a policy whereby the charity's unrestricted funds should represent a minimum of 6 months of operating expenditure. The unrestricted fund at the year end was £134,269 (2024 - £184,361). The Trustees are aware that continued fundraising will be required to meet future expenditure and to comply with the Reserves policy, and are committed to controlling costs and actively seeking new funding.

PLANS FOR FUTURE PERIODS

The year ahead will be a period of continued transition for the museum as it advances detailed plans, and pursues new funding and new resources that will help the museum make the most of its current location while also gradually preparing it to make the move to its new home in Maryfield.

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DUNDEE MUSEUM OF TRANSPORT (SCIO)

TRUSTEES' ANNUAL REPORT (continued)

YEAR ENDED 31 MARCH 2025

TRUSTEES' RESPONSIBILITIES STATEMENT

The Trustees are responsible for preparing the Trustees' Annual Report and the financial statements in accordance with applicable law and United Kingdom Generally Accepted Accounting Practice (UK GAAP).

Law applicable to charities in Scotland requires the Trustees to prepare financial statements for each financial year. Under that law the Trustees have elected to prepare the financial statements in accordance with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards and applicable law). The financial statements are required by law to give a true and fair view of the state of affairs of the charity and of the surplus or deficit of the charity for that year.

In preparing those financial statements, the Trustees are required to:

· select suitable accounting policies and then apply them consistently;

· observe the methods and principles in the Charities SORP;

· make judgements and estimates that are reasonable and prudent;

· state whether applicable accounting standards have been followed, subject to any material departures disclosed and explained in the accounts; and

· prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue its activities.

The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the charity's transactions and disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 (as amended). They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees' annual report was approved on 25 November 2025 and signed on behalf of the Board of Trustees by:

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DUNDEE MUSEUM OF TRANSPORT (SCIO)

INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF DUNDEE MUSEUM OF TRANSPORT (SCIO)

YEAR ENDED 31 MARCH 2025

OPINION

We have audited the financial statements of Dundee Museum of Transport (SCIO) (the 'charity') for the year ended 31 March 2025 which comprise the statement of financial activities, statement of financial position, statement of cash flows and the related notes, including a summary of significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including FRS 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

In our opinion the financial statements:

BASIS FOR OPINION

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the auditor's responsibilities for the audit of the financial statements section of our report. We are independent of the charity in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

CONCLUSIONS RELATING TO GOING CONCERN

In auditing the financial statements, we have concluded that the trustees' use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charity's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.

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DUNDEE MUSEUM OF TRANSPORT (SCIO)

INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF DUNDEE MUSEUM OF TRANSPORT (SCIO) (continued)

YEAR ENDED 31 MARCH 2025

OTHER INFORMATION

The other information comprises the information included in the annual report, other than the financial statements and our auditor’s report thereon. The trustees are responsible for the other information. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

In connection with our audit of the financial statements, our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether there is a material misstatement in the financial statements or a material misstatement of the other information. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

MATTERS ON WHICH WE ARE REQUIRED TO REPORT BY EXCEPTION

In the light of the knowledge and understanding of the charity and its environment obtained in the course of the audit, we have not identified material misstatements in the trustees' report.

We have nothing to report in respect of the following matters in relation to which the Charities Accounts (Scotland) Regulations 2006 (as amended) requires us to report to you if, in our opinion:

RESPONSIBILITIES OF TRUSTEES

As explained more fully in the Trustees' responsibilities statement, the Trustees are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the Trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the Trustees are responsible for assessing the charity's ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the charity or to cease operations, or have no realistic alternative but to do so.

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Docusign Envelope ID: C1DF05F2-470D-471B-8BD6-ADC8732296D2

DUNDEE MUSEUM OF TRANSPORT (SCIO)

INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF DUNDEE MUSEUM OF TRANSPORT (SCIO) (continued)

YEAR ENDED 31 MARCH 2025

AUDITOR'S RESPONSIBILITIES FOR THE AUDIT OF THE FINANCIAL STATEMENTS

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

In identifying and assessing the risk of material misstatement due to non-compliance with laws and regulations we have carried out the following:

· Ensured that the engagement team have the appropriate competence, capabilities and skills to identify or recognise non-compliance with laws and regulations;

· Identified at planning the specific laws and regulations applicable to the entity through discussions with directors and management and through our own knowledge of the sector;

· Focused on the laws and regulations we consider may have a direct effect on the financial statements, including FRS 102, the Companies Act 2006, employment regulation and tax compliance legislation;

· Reviewed the financial statement disclosures and tested these to supporting documentation to assess compliance with applicable laws and regulations;

· Made enquiries of management; and

· Ensured the engagement team remained alert to instances of non-compliance throughout the audit.

In identifying and assessing the risk of material misstatement due to irregularities including fraud, the potential for management bias and the override of controls we have:

· Obtained an understanding at planning of the entity's operations, including the nature of its sources of revenue to understand the types of transactions, account balances, financial disclosures and business risks that may result in risk of material misstatement;

· Made enquiries of management at planning as to where they consider there was a susceptibility to fraud in the business, and their knowledge of any actual, suspected or alleged fraud;

· Vouched balances and reconciling items in key control account reconciliations to supporting documentation;

· Carried out detailed testing, on a sample basis, to verify the completeness, existence and accuracy of transactions and balances, in particular completeness of revenue;

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Docusign Envelope ID: C1DF05F2-470D-471B-8BD6-ADC8732296D2

DUNDEE MUSEUM OF TRANSPORT (SCIO)

INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF DUNDEE MUSEUM OF TRANSPORT (SCIO) (continued)

YEAR ENDED 31 MARCH 2025

We did not identify any matters relating to non-compliance with laws and regulations, or relating to fraud.

Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements or non-compliance with regulation. The risk of not detecting a material misstatement due to fraud is inherently more difficult than detecting those that result from error as fraud may involve intentional concealment, forgery, collusion, omission or misrepresentation. In addition, the further removed any non-compliance with laws and regulations is from the events and transactions reflected in the financial statements, the less likely we would become aware of it.

As part of an audit in accordance with ISAs (UK), we exercise professional judgment and maintain professional scepticism throughout the audit. We also:

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DUNDEE MUSEUM OF TRANSPORT (SCIO)

INDEPENDENT AUDITOR'S REPORT TO THE MEMBERS OF DUNDEE MUSEUM OF TRANSPORT (SCIO) (continued)

YEAR ENDED 31 MARCH 2025

We communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit and significant audit findings, including any significant deficiencies in internal control that we identify during our audit.

USE OF OUR REPORT

This report is made solely to the charity's members, as a body, in accordance with Regulation 10 of the Charities Accounts (Scotland) Regulations 2006. Our audit work has been undertaken so that we might state to the charity's members those matters we are required to state to them in an auditor's report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charity and the charity's members as a body, for our audit work, for this report, or for the opinions we have formed.

25 November 2025

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DUNDEE MUSEUM OF TRANSPORT (SCIO)

STATEMENT OF FINANCIAL ACTIVITIES

YEAR ENDED 31 MARCH 2025

2025 2024
Unrestricted Restricted
funds funds Total funds Total funds
Note £ £ £ £
Income and endowments
Donations, legacies and grants 4 13,803 539,771 553,574 509,658
Other trading activities 5 117,990 117,990 100,614
Investment income 6 1,229 1,229 965
- - - -
Total income 133,022 539,771 672,793 611,237
= = = =
Expenditure
Expenditure on charitable activities 7,8 (183,114) (29,657) (212,771) (218,128)
- - - -
Total expenditure (183,114) (29,657) (212,771) (218,128)
= = = =
- - - -
Net income and net movement in funds (50,092) 510,114 460,022 393,109
= = = =
Reconciliation of funds
Total funds brought forward 184,361 696,663 881,024 487,916
- - - -
Total funds carried forward 134,269 1,206,777 1,341,046 881,025
= = = =

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

The notes on pages 13 to 26 form part of these financial statements.

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DUNDEE MUSEUM OF TRANSPORT (SCIO)

STATEMENT OF FINANCIAL POSITION

31 MARCH 2025

2025 2024
Note £ £ £
FIXED ASSETS
Tangible fixed assets 12 4,036 6,977
Heritage assets 13 813,617 511,611
Investments 14 1 1
- -
817,654 518,589
CURRENT ASSETS
Stocks 15 2,268 1,809
Debtors 16 58,266 42,209
Cash at bank and in hand 490,199 344,894
- -
550,733 388,912
CREDITORS: amounts falling due within one year 17 27,341 26,476
- -
NET CURRENT ASSETS 523,392 362,436
- -
TOTAL ASSETS LESS CURRENT LIABILITIES 1,341,046 881,025
- -
NET ASSETS 1,341,046 881,025
= =
FUNDS OF THE CHARITY
Restricted funds 1,206,777 696,664
Unrestricted funds 134,269 184,361
- -
Total charity funds 20 1,341,046 881,025
= =

These financial statements were approved by the Board of Trustees and authorised for issue on 25 November 2025, and are signed on behalf of the board by:

The notes on pages 13 to 26 form part of these financial statements.

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DUNDEE MUSEUM OF TRANSPORT (SCIO)

STATEMENT OF CASH FLOWS

YEAR ENDED 31 MARCH 2025

STATEMENT OF CASH FLOWS
YEAR ENDED 31 MARCH 2025

2025 2024
£ £
CASH FLOWS FROM OPERATING ACTIVITIES
Net income 460,022 393,109
Adjustments for:
Depreciation of tangible fixed assets 2,941 3,743
Government grant income (39,651) (21,749)
Other interest receivable and similar income (1,229) (965)
Interest payable and similar charges 728 722
Loss on disposal of heritage assets 1,840 700
Accrued expenses 11,102 729
Changes in:
Stocks (459) 667
Trade and other debtors (16,057) 18,074
Trade and other creditors (10,238) 17,247
- -
Cash generated from operations 408,999 412,277
Interest paid (728) (722)
Interest received 1,229 965
- -
Net cash from operating activities 409,500 412,520
= =
CASH FLOWS FROM INVESTING ACTIVITIES
Purchase of tangible assets (1,650)
Purchase of heritage assets (305,006) (334,981)
Proceeds from sale of heritage assets 1,160 32,650
- -
Net cash used in investing activities (303,846) (303,981)
= =
CASH FLOWS FROM FINANCING ACTIVITIES
Government grant income 39,651 21,749
- -
Net cash from financing activities 39,651 21,749
= =
NET INCREASE IN CASH AND CASH EQUIVALENTS 145,305 130,288
CASH AND CASH EQUIVALENTS AT BEGINNING OF YEAR 344,894 214,606
- -
CASH AND CASH EQUIVALENTS AT END OF YEAR 490,199 344,894
= =

The notes on pages 13 to 26 form part of these financial statements.

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DUNDEE MUSEUM OF TRANSPORT (SCIO)

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2025

1. GENERAL INFORMATION

The charity is a public benefit entity and a registered charity in Scotland and is an incorporated SCIO. The address of the principle office is Unit 10 Market Mews, Market Street, Dundee, DD1 3LA.

2. STATEMENT OF COMPLIANCE

These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', the Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (Charities SORP (FRS 102)) and the Charities and Trustee Investment (Scotland) Act 2005 and the Charity Accounts (Scotland) Regulations 2006 (as amended).

3. ACCOUNTING POLICIES

Basis of preparation

The financial statements have been prepared on the historical cost basis.

The financial statements are prepared in sterling, which is the functional currency of the entity.

Going concern

The Trustees consider that, having assessed:

Judgements and key sources of estimation uncertainty

The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and are based on experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.

Fund accounting

Unrestricted funds are available for use at the discretion of the Trustees to further any of the charity's purposes.

Designated funds are unrestricted funds earmarked by the Trustees for particular future project or commitment.

Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal, and fall into one of two sub-classes: restricted income funds or endowment funds.

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DUNDEE MUSEUM OF TRANSPORT (SCIO)

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

3. ACCOUNTING POLICIES (continued)

Incoming resources

All income is included in the Statement of financial activities when entitlement has passed to the charity, it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

Resources expended

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered and is classified under headings of the statement of financial activities to which it relates:

All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs are apportioned between the activities they contribute to on a reasonable, justifiable and consistent basis.

Tangible assets

Tangible assets which were transferred from the unincorporated charity on 17 April 2015 are recorded at their deemed value at that date and subsequently stated at value less any accumulated depreciation and impairment losses. All other tangible assets are initially recorded at cost and subsequently stated at cost less any accumulated depreciation and impairment losses.

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DUNDEE MUSEUM OF TRANSPORT (SCIO)

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

3. ACCOUNTING POLICIES (continued)

Depreciation

Depreciation is calculated so as to write off the cost or valuation of an asset, less its residual value, over the useful economic life of that asset as follows:

Equipment - 4 to 5 years straight line

Heritage assets

Heritage assets measured under the cost model are recognised initially at acquisition cost, and subsequently stated at cost less any accumulated depreciation and impairment losses.

Heritage assets measured under the revaluation model are recorded at fair value less any accumulated impairment losses.

Where information on the cost or value of an asset is not available and cannot be obtained at a cost which is commensurate with the benefits to users of the financial statements, the asset shall not be recognised in the statement of financial position.

Investments

Fixed asset investments are initially recorded at cost and subsequently stated at cost less any accumulated impairment losses.

Stocks

Stocks are measured at the lower of cost and estimated selling price less costs to complete and sell. Cost includes all costs of purchase, costs of conversion and other costs incurred in bringing the stock to its present location and condition.

Government grants

Government grants are recognised at the fair value of the asset received or receivable. Grants are not recognised until there is reasonable assurance that the charity will comply with the conditions attaching to them and the grants will be received.

Where the grant does not impose specified future performance-related conditions on the recipient, it is recognised in income when the grant proceeds are received or receivable. Where the grant does impose specified future performance-related conditions on the recipient, it is recognised in income only when the performance-related conditions have been met. Where grants received are prior to satisfying the revenue recognition criteria, they are recognised as a liability.

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DUNDEE MUSEUM OF TRANSPORT (SCIO)

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

3. ACCOUNTING POLICIES (continued)

Financial instruments

A financial asset or a financial liability is recognised only when the entity becomes a party to the contractual provisions of the instrument.

Basic financial instruments are initially recognised at the amount receivable or payable including any related transaction costs, unless the arrangement constitutes a financing transaction, where it is recognised at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

Current assets and current liabilities are subsequently measured at the cash or other consideration expected to be paid or received and not discounted.

Defined contribution plans

Contributions to defined contribution plans are recognised as an expense in the period in which the related service is provided. Prepaid contributions are recognised as an asset to the extent that the prepayment will lead to a reduction in future payments or a cash refund.

4. DONATIONS, LEGACIES AND GRANTS

Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
DONATIONS
Donations and legacies 7,216 359 7,575
Gift aid 6,587 6,587
GRANTS
Grants receivable 499,761 499,761
Government grant income 39,651 39,651
- - -
13,803 539,771 553,574
= = =
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
DONATIONS
Donations and legacies 4,531 27,921 32,452
Gift aid 6,158 6,158
GRANTS
Grants receivable 12,500 436,799 449,299
Government grant income 21,749 21,749
- - -
44,938 464,720 509,658
= = =

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Docusign Envelope ID: C1DF05F2-470D-471B-8BD6-ADC8732296D2

DUNDEE MUSEUM OF TRANSPORT (SCIO)

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

5. OTHER TRADING ACTIVITIES

OTHER TRADING ACTIVITIES
Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Entrance fees 59,514 59,514 47,993 47,993
Storage fees 30,592 30,592 29,735 29,735
Shop income 6,174 6,174 5,241 5,241
Membership fees 5,471 5,471 3,965 3,965
Souvenirs 11,429 11,429 8,969 8,969
Miscellaneous income 3,003 3,003 75 75
Electricity recharges 1,807 1,807 4,636 4,636
- - - -
117,990 117,990 100,614 100,614
= = = =
INVESTMENT INCOME
Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Bank interest receivable 1,229 1,229 965 965
= = = =

6. INVESTMENT INCOME

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Docusign Envelope ID: C1DF05F2-470D-471B-8BD6-ADC8732296D2

DUNDEE MUSEUM OF TRANSPORT (SCIO)

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

7. EXPENDITURE ON CHARITABLE ACTIVITIES BY FUND TYPE

Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Shop purchases 11,718 14 11,731
Wages and salaries 52,818 6,026 58,844
Property rent and rates 20,000 20,000
Property repairs and maintenance 22,921 1,478 24,399
Advertising 16,570 16,570
Vehicle and restoration costs 2,817 72 2,890
Telephone 1,498 1,498
Office costs 30,599 103 30,702
Depreciation 977 21,964 22,941
Insurance 14,511 14,511
Support costs 8,685 8,685
- - -
183,114 29,657 212,771
= = =
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Shop purchases 22,828 22,829
Wages and salaries 32,369 32,369
Property rent and rates 15,417 15,417
Property repairs and maintenance 6,321 354 6,676
Advertising 18,858 18,858
Vehicle and restoration costs 8,197 544 8,741
Telephone 1,506 1,506
Office costs 52,371 780 53,150
Depreciation 1,538 2,205 3,743
Insurance 9,390 9,390
Support costs 45,450 45,449
- - -
214,245 3,883 218,128
= = =

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Docusign Envelope ID: C1DF05F2-470D-471B-8BD6-ADC8732296D2

DUNDEE MUSEUM OF TRANSPORT (SCIO)

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

8. EXPENDITURE ON CHARITABLE ACTIVITIES BY ACTIVITY TYPE

Activities
undertaken Total funds Total funds
directly Support costs 2025 2024
£ £ £ £
Shop purchases 11,731 11,731 22,829
Wages and salaries 58,844 58,844 32,369
Property rent and rates 20,000 20,000 15,417
Property repairs and maintenance 24,399 24,399 6,676
Advertising 16,570 16,570 18,858
Vehicle and restoration costs 2,890 2,890 8,741
Telephone 1,498 1,498 1,506
Office costs 30,702 30,702 53,150
Depreciation 22,941 22,941 3,743
Insurance 14,511 14,511 9,390
Consultancy fees 3,435 3,435 39,924
Accountancy fees 5,250 5,250 4,215
Other professional fees 1,310
- - - -
204,086 8,685 212,771 218,128
= = = =

9. ANALYSIS OF SUPPORT COSTS

ANALYSIS OF SUPPORT COSTS
Support costs Total 2025 Total 2024
£ £ £
Other professional fees 1,310
Consultancy fees 3,435 3,435 109,595
Auditor's fees 5,250 5,250 5,250
- - -
8,685 8,685 116,155
= = =

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Docusign Envelope ID: C1DF05F2-470D-471B-8BD6-ADC8732296D2

DUNDEE MUSEUM OF TRANSPORT (SCIO)

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

10. STAFF COSTS

The total staff costs and employee benefits for the reporting period are analysed as follows:

2025 2024
£ £
Wages and salaries 57,866 32,159
Employer contributions to pension plans 978 210
- -
58,844 32,369
= =

The average head count of employees during the year was 3 (2024: 2).

No employee received employee benefits of more than £60,000 during the year (2024: Nil).

Key management personnel

The charity considers that its key management personnel comprise the Chief Executive Officer and the Trustees.

company, Xcentuate Limited.

The fees charged reflect amounts approved by the Trustees for remuneration for normal duties as CEO as well as for specific consultancy work undertaken at the Trustees' request in relation to fundraising along with expenses directly related to the consultancy work.

11. TRUSTEE REMUNERATION AND EXPENSES

Trust been paid £20,000 for duties as operations manager. In addition, £475.20 has been p nsion scheme.

No Trustees have claimed expenses or had their expenses met by the charity in the year.

12. TANGIBLE FIXED ASSETS

TANGIBLE FIXED ASSETS
Equipment Total
£ £
Cost
At 1 April 2024 and 31 March 2025 31,037 31,037
= =
Depreciation
At 1 April 2024 24,060 24,060
Charge for the year 2,941 2,941
- -
At 31 March 2025 27,001 27,001
= =
Carrying amount
At 31 March 2025 4,036 4,036
= =
At 31 March 2024 6,977 6,977
= =

- 20 -

Docusign Envelope ID: C1DF05F2-470D-471B-8BD6-ADC8732296D2

DUNDEE MUSEUM OF TRANSPORT (SCIO)

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

13. HERITAGE ASSETS

The land and buildings heritage asset below relates to the Maryfield Tram Depot site. The charity plans to develop the site to allow the Museum collection to be housed there. The exhibition and display items relate to various transport vehicles which are part of the Museum collection. These assets are subject to a programme of maintenance and repairs.

Due to the very long expected lives of heritage assets and due to their nature, value and the need to be protected and preserved, depreciation is not material and is, therefore, not provided.

A third party holds a standard security over the Maryfield tram depot site.

Land and Land and Exhibition and Exhibition and
Buildings Display Items Total
£ £ £
Cost or valuation
At 1 April 2024 441,911 69,700 511,611
Additions 289,206 15,800 305,006
Disposals (3,000) (3,000)
- - -
At 31 March 2025 731,117 82,500 813,617
= = =
Accumulated depreciation
At 1 April 2024 and 31 March 2025
= = =
Carrying amount
At 31 March 2025 731,117 82,500 813,617
= = =
At 31 March 2024 441,911 69,700 511,611
= = =
Five year summary of transactions 2025 2024 2023 2022 2021
£ £ £ £ £
Brought forward 511,611 209,980
63,100
63,100 62,100
Purchases at cost 305,006 334,981
83,530
- -
Donations at valuation - -
63,350
- 1,000
Disposals carrying value (3,000) (33,350) - - -
- - - - -
813,617 511,611
209
980 63,100 63,100
= = = = =

- 21 -

Docusign Envelope ID: C1DF05F2-470D-471B-8BD6-ADC8732296D2

DUNDEE MUSEUM OF TRANSPORT (SCIO)

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

14. INVESTMENTS

INVESTMENTS
Shares in
group
undertakings
£
Cost or valuation
At 1 April 2024 and 31 March 2025 1
=
Impairment
At 1 April 2024 and 31 March 2025
=
Carrying amount
At 31 March 2025 1
=
At 31 March 2024 1
=

All investments shown above are held at valuation.

Dundee Museum of Transport Ltd is a wholly owned subsidiary, incorporated in Scotland. The company was incorporated on 22 December 2015 and has remained dormant since incorporation.

15. STOCKS

2025 2024
£ £
Raw materials and consumables 2,268 1,809
= =
DEBTORS
2025 2024
£ £
Trade debtors 7,619 290
Prepayments and accrued income 21,677 10,027
Other debtors 28,970 31,892
- -
58,266 42,209
= =
CREDITORS: amounts falling due within one year
2025 2024
£ £
Trade creditors 6,962 18,374
Accruals and deferred income 18,517 7,415
Social security and other taxes 1,862 687
- -
27,341 26,476
= =

16. DEBTORS

17. CREDITORS: amounts falling due within one year

- 22 -

Docusign Envelope ID: C1DF05F2-470D-471B-8BD6-ADC8732296D2

DUNDEE MUSEUM OF TRANSPORT (SCIO)

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

18. PENSIONS AND OTHER POST RETIREMENT BENEFITS

Defined contribution plans

The amount recognised in income or expenditure as an expense in relation to defined contribution plans was £978 (2024: £210).

19. GOVERNMENT GRANTS

The amounts recognised in the financial statements for government grants are as follows:

The amounts recognised in the financial statements for government grants are as follows:
2025 2024
£ £
Recognised in income from donations and legacies:
Government grants income 39,651 21,749
= =

20. ANALYSIS OF CHARITABLE FUNDS

Unrestricted funds

Unrestricted funds
At At
1 April 2024 Income Expenditure 31 Mar 2025
£ £ £ £
General funds 184,361 133,022 (183,114) 134,269
= = = =
At At
1 April 2023 Income Expenditure 31 Mar 2024
£ £ £ £
General funds 252,089 146,517 (214,245) 184,361
= = = =

- 23 -

Docusign Envelope ID: C1DF05F2-470D-471B-8BD6-ADC8732296D2

DUNDEE MUSEUM OF TRANSPORT (SCIO)

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

20. ANALYSIS OF CHARITABLE FUNDS (continued)

Restricted funds

Restricted funds
At At
1 April 2024 Income Expenditure 31 Mar 2025
£ £ £ £
Maryfield Tram Depot Fund 35,000 35,000
The Alexander Moncur Trust 3,181 3,181
Museums Galleries Scotland (MGS) 4,160 (1,964) 2,196
The Alexander Moncur Trust 19,616 (30) 19,586
Dundee Rotary 628 628
KickStart Grant
Steps to Sustainability 1,991 (109) 1,882
Sensory Garden 1,272 (1,272)
DCC Grant 7,040 12,500 (12,500) 7,040
Lanarkshire ENT SE Digital Boost 800 (80) 720
Matthew Trust (Volunteer Co-ordinator) 10,000 (6,026) 3,974
MGS (Leadership Programme) 200 (14) 186
MR221091 Overhead Support & Funding 1 1
Northwood (Roof) 40,000 40,000
Northwood 2023 (Roof) 88,644 88,644
Scotmid 190 (162) 28
Swire (Maryfield) 30,000 30,000
Tay Charitable Trust (Roof) 10,000 10,000
Arberbrothock Trust 2,500 2,500
Dundee Historic Trust 39,799 39,799
Evelyn Mudie Trust (Relocation Costs) 2,000 2,000
Maryfield Bricks 27,141 359 27,500
Northwood (Aug 2023) 250,000 (7,500) 242,500
Northwood (Maryfield) 70,000 70,000
Pilkington 2,000 2,000
Robert Barr (Maryfield) 50,000 50,000
NFA Caravan Fund 500 500
DCC (Mar 25) 12,500 12,500
MGS 14,651 14,651
Garfield West 150,000 150,000
Leng Trust 5,000 5,000
National Fund for Acquisitions 10,000 10,000
National Heritage 125,000 125,000
Pilgrim Trust 7,761 7,761
J Larg 2,000 2,000
Wolfson 200,000 200,000
- - - -
696,663 539,771 (29,657) 1,206,777
= = = =

- 24 -

Docusign Envelope ID: C1DF05F2-470D-471B-8BD6-ADC8732296D2

DUNDEE MUSEUM OF TRANSPORT (SCIO)

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

20. ANALYSIS OF CHARITABLE FUNDS (continued)

At At
1 April 2023 Income Expenditure 31 Mar 2024
£ £ £ £
Maryfield Tram Depot Fund 35,000 35,000
The Alexander Moncur Trust 3,181 3,181
Museums Galleries Scotland (MGS) 6,125 (1,964) 4,161
The Alexander Moncur Trust 20,000 (384) 19,616
Dundee Rotary 628 628
KickStart Grant 241 (241)
Steps to Sustainability 2,072 (81) 1,991
Sensory Garden 1,705 (433) 1,272
DCC Grant 7,040 7,040
Lanarkshire ENT SE Digital Boost 800 800
Matthew Trust (Volunteer Co-ordinator) 10,000 10,000
MGS (Leadership Programme) 200 200
MR221091 Overhead Support & Funding 1 1
Northwood (Roof) 40,000 40,000
Northwood 2023 (Roof) 88,644 88,644
Scotmid 190 190
Swire (Maryfield) 30,000 30,000
Tay Charitable Trust (Roof) 10,000 10,000
Arberbrothock Trust 2,500 2,500
Dundee Historic Trust 39,799 39,799
Evelyn Mudie Trust (Relocation Costs) 2,000 2,000
Maryfield Bricks 27,921 (780) 27,141
Northwood (Aug 2023) 250,000 250,000
Northwood (Maryfield) 70,000 70,000
Pilkington 2,000 2,000
Robert Barr (Maryfield) 50,000 50,000
NFA Caravan Fund 500 500
- - - -
235,827 464,720 (3,883) 696,664
= = = =

- 25 -

Docusign Envelope ID: C1DF05F2-470D-471B-8BD6-ADC8732296D2

DUNDEE MUSEUM OF TRANSPORT (SCIO)

NOTES TO THE FINANCIAL STATEMENTS (continued)

YEAR ENDED 31 MARCH 2025

21. ANALYSIS OF NET ASSETS BETWEEN FUNDS

Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Tangible fixed assets 1,837 2,196 4,033
Heritage assets 71,421 742,196 813,617
Investments 1 1
Current assets 88,352 462,384 550,736
Creditors less than 1 year (27,341) (27,341)
- - -
Net assets 134,270 1,206,776 1,341,046
= = =
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Tangible fixed assets 2,315 4,662 6,977
Heritage assets 70,620 440,991 511,611
Investments 1 1
Current assets 137,901 251,011 388,912
Creditors less than 1 year (26,476) (26,476)
- - -
Net assets 184,361 696,664 881,025
= = =
**22. ** ANALYSIS OF CHANGES IN NET DEBT
At
At 1 Apr 2024 Cash flows 31 Mar 2025
£ £ £
Cash at bank and in hand 344,894 145,305 490,199
= = =

23. RELATED PARTIES

During the year, the company received marketing support and services, on commercial terms, from The Malting House, a company related through common ownership and control by one of the Trustees, Wendy Maltman. The total purchases during the year amounted to £13,292 (2024:£15,899). At the year end, the company was due to pay £840 (2024:£1,531).

Details of transactions with the Trustees and key management are disclosed in notes 10 and 11.

24. CONTROLLING PARTY

Dundee Museum of Transport was under the control of the Trustees throughout the current year.

- 26 -