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2022-10-31-accounts

Williamson & Priory Friends Annual Report 2021/22

Williamson & Priory Friends Registered Charity Commission no.1166363

Slatey Road, Birkenhead, CH43 4UE friends@williamsonartgallery.org 0151 666 3537 williamsonartgallery.org

2

CONTENTS

Chair’s Report ____ 3 Treasurer’s Report ___ 6 Membership ____ 8 Green Gallery _____ 9 Visits _____ 9 Birkenhead Priory _______ 10

3

CHAIR’S REPORT

Mary Compton-Rickett

At the beginning of our year both sites were still operating under Covid restrictions, limiting numbers of visitors and therefore events, and the Refectory at the Priory remained closed. By the end of our year rules had relaxed sufficiently to allow many events to occur both at the Williamson and at the Priory and regular much loved annual events, such as the Oxton Artists’ winter weekend, had taken place at the Williamson. The very popular Ladybird Exhibition and Emma Rodgers’ wonderful Wunderkammer exhibition gave a buzz to the galleries during the summer months. This had been preceded by the fascinating exhibition over two sites, Williamson and Birkenhead Library, about Birkenhead’s Argyle Theatre. This was the inspiration of and curated by Cathy Warren, who has played such a big part in the life of the Williamson over many years. Well done Cathy, another triumph.

The summer also marked the formal retirement of Colin Simpson, our much loved Director and Curator for nearly 40 years. His request for a departure without fanfare was entirely ignored by staff and Friends and thanks to the huge generosity of individual Friends, we were able to give Colin a piece of sculpture made especially for him by Emma Rodgers.

We continued to send out a monthly newsletter to Friends and were able obtain a good discount in the café; it has been good to see the numbers of café customers rise again.

Funds held by Friends paid for Emma Rodgers’ sculpture now placed in the Green Gallery and we were able to help Niall Hodson, our new Curator, make an important purchase of Della Robbia pottery for the gallery. Jane, our treasurer, and her team have continued to care for the Green Gallery garden. Through his interest in Della Robbia pottery, we were lucky enough to be introduced to Steve Groves. He agreed to take on the role of membership secretary and has brought an enthusiasm and fresh eye to the role.

4

The other activities of the Friends have been slower to restart. Our outside trips proved harder to re-instate. Coach travel remained unattractive to some and too expensive on low numbers. The Sunday Serenades, once a staple in the Williamson summer programme, could not take place. The Williamson remained closed on Sunday, as it still does, and discussions have taken place about other options, such as evening concerts. Our year ended without resolution on this topic, but discussions are still ongoing and include the possibility of some taking place at the Priory. It is good that smaller music events have taken place regularly, especially on Fridays and in the Green Gallery.

The Williamson has put on art classes and workshops for children over the years. This has proved increasingly harder to fund as the tightening of purse strings restricts the ancillary activities of the gallery’s main business. The Friends were asked to help out when funding dried up and we agreed to fund the regular workshops for a while. Towards the end of our

Image: Jonathan Cooper

year, it was felt that this was not sustainable long term and the decision was taken not to renew the agreement with the gallery and instead we offered to support the artist in any funding applications. This offer was accepted and applications are currently being made with our help and support. I am aware that some members have been unhappy that this has resulted in a gap in the provision of these workshops and have expressed those views, some more vociferously than others. I understand this disappointment and I think it is important to remember that the Friends do not exist to independently run activities and provide services at either the Williamson or the Priory, but principally to support the Museum Service. I am hoping that creative solutions can be found.

5

Whilst it is true that children’s activities at the Williamson are currently limited outside the school parties, it is important and heartening to note that some excellent children’s workshops and courses have taken place at the Priory. Anyone who attends the public events such as the fairs there, are likely to see children gathered round a table engaged in the act of creating and having fun.

Image: Samantha Higgins

Image: Samantha Higgins

Cover image: Jonathan Cooper

6

TREASURER’S REPORT

Jane Horton

All our income last year came from membership subscriptions and donations to the Gallery and to the Priory.

The bank now charges £15 per month to maintain our accounts. They also charge 40p per cheque deposited and 0.4% of cash deposited. We can minimise our cost of banking by using lower cost electronic transactions e.g. card acceptance, electronic payments and mobile cheque deposits. We are currently pursuing these.

This year we provided for drop-in workshops and we now provide free wine for all the first night previews.

The Priory volunteers replenished the stock for the shop and continued to maintain the Priory gardens.

We were able to contribute to the purchase of the Della Robbia plate and to provide the sculpture in the Green Gallery Garden. Thanks to generous donations from the friends we also were able to purchase the sculpture for Colin’s retirement gift.

We very much appreciate the ongoing commitment of Friends which enables us to stay financially viable and to offer help to the gallery to provide workshops and community events.

The following table shows a summary of the accounts. If you would like a copy of the full report please request one from the treasurer at friends@williamsonartgallery.org

7

2021 Unrestricted income 2022
£3,080 Gallery donatons £2,535
£5,642 Memberships £5,219
£617 Priory donatons £1,100
Retrementgif £1,005
£9,339 £9,859
Unrestricted spend
£1,041 Admin £1,708
Donatons £20
£494 Gallery purchases
Hostng previews £460
£269 Memberships £50
£348 Priory £541
£5,940 Publicity £1,200
£2,700 Additonal publicity project
Quad Garden £115
Dropin workshops £3,250
£10,792 £7,344
-£1,453 Net income/expenditure £2,515
£22,319 Balance at 1 Nov £20,866
£20,866 Closing balance 31 October £23,381
Restricted income
£0
Restricted spend
Gallery purchases £21,363
Net income/expenditure -£21,363
Balance at 1 Nov £31,663
Closing balance 31 October £10,300

8

MEMBERSHIP

Steve Groves

The Friends had 447 members at the end of 2022, raising £4320 in membership fees. Approximately 85 of these were new members, offsetting the 45 members from 2021 who did not renew their membership.

281 members (63%) paid by bank transfer, the rest with cash or by cheque.

391 members (87%) registered email addresses with us.

75 members (17%) gave a donation on top of their membership fee. Many thanks to those members who thereby raised an additional £1,250, giving a total of £5,570 raised from membership fees and donations.

Overall membership remains down on 2019 pre-pandemic numbers, when 550 members raised a total of around £6,400 in membership fees and donations. However, the number of members paying by bank transfer has increased since then (from around 45%), as has the number of members registering emails (from around 75%).

Postcode distribution of members

Postcode distributon of members
CH41, CH42 & CH43 - Local to the Gallery & Priory 48%
CH60 & CH48 - Deeside of the Wirral 14%
CH44 & CH45 - New Brighton & Wallasey 11%

The remainder of members were spread across other Wirral postcodes. 6% were registered from outside the Wirral.

Look ahead to 2023

In 2023, we are working to enable members to register and renew on-line, while retaining the paper / cash / cheque route for those members who prefer. We will also be making changes to the cost, structure and duration of Friends membership, to be outlined at the 2023 AGM.

Finally, thanks must go to Jules Foster, at the Williamson, for administering the Friends membership over much of 2022, between the previous Membership Secretary and the current.

9

GREEN GALLERY

David Ainsley and Jane Horton

The Green Gallery Garden continues to mature and become an essential element of the Williamson. A group of volunteers from the Friends meets regularly to maintain the garden, weeding and replacing plants damaged by frost. The splendid sculpture by Emma Rodgers, funded by the Friends, has been installed. Together with some smaller sculptures tucked amongst the plants, this further enhances the concept of the courtyard as an outdoor gallery. Some outdoor musical performances took place and it is hoped that more will continue this year, and that the courtyard will continue to provide a quiet outdoor space within the Williamson.

VISITS

Mike Studley

Visits to other galleries and visitor attractions were again suspended due to the aftermath of the pandemic and the lockdowns. However, the intention is to renew the trips in 2023 with visits to Port Sunlight, Norton Priory and Capesthorne Hall.

10

BIRKENHEAD PRIORY

Elaine Heritage

During the pandemic lockdown Birkenhead Priory waited serenely, having witnessed many plagues and wars during the last nine centuries. The Priory’s sandstone structure glistened in sunshine or rain, patiently awaiting the return of good friends and curious visitors. As doors and gates were re-

opened, birdsong was replaced with enthusiastic members of the public, who understood how visitor numbers in various rooms had to be restricted to meet Covid safety regulations. They all said they would be back as soon as restrictions were removed.

Slowly numbers of visitors returned to pre-pandemic levels, and more! The staff at the Priory had posted a photo-a-day with commentary to the Birkenhead Priory website and Facebook, keeping the public and friends in the Priory loop.

By Easter ’22 families were flocking to the site to hunt eggs and complete a quiz which included wildlife and historic observation and enquiry. Parents were delighted by these activities and children engaged readily. Entrance is free to Birkenhead Priory, but donation boxes are available and people appreciated and contributed generously.

Most visitors are struck by the peaceful atmosphere of this Scheduled Monument. Its quiet humility reflecting the lives of the Benedictine monks who built with bare hands and simple tools. The robust Norman arches inspiring awe in the Chapter House and amazement in the Undercroft Museum.

11

Queen Elizabeth II reigned for 70 years and her Jubilee was enthusiastically celebrated at the Priory with music, dance, arts and crafts enjoyed by thousands of visitors who picnicked on the lawns. The staff and volunteers were kept very busy, not least by answering questions about the history of the place. The stones watched on reflecting on the visits of kings and clergy through the centuries.

The Conway Association opened its museum as often as volunteers could make it and council staff opened the Conway room upon special request from the public. The Conway Association had sent a letter of condolence to the Queen after the death of Prince Phillip and were honored with a reply from Buckingham Palace, which took pride of place.

Many detailed plans and preparations went ahead for the “Nourish” fair. The weather intervened, and very high winds and rain wiped it out. The Priory stood firm, as did the staff and volunteers.

Visitors from all over the world came

Image: Samantha Higgins

specifically to see this Priory of St James & St Mary, while some Wirral residents discovered it for the first time, always promising to return now they have found this hidden gem. Staff and volunteers alike took organized groups or individuals on guided tours. Many have left wonderful comments in the visitor’s book.

The staff worked hard to re-open the Priory. They have gradually added many other activities from “Crafternoons” for adults and children, to open-air yoga, and every opportunity is taken to bring music and art into this special place. They are ably assisted by a small team of knowledgeable and dedicated volunteers.

The Priory is a Grade I listed building which puts it into the top 2.5% of historic monuments in the country! And it remains free to visit…

Charity registration number 1166363

WILLIAMSON AND PRIORY FRIENDS

ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 OCTOBER 2022

WILLIAMSON AND PRIORY FRIENDS

LEGAL AND ADMINISTRATIVE INFORMATION

Charity Members Miss. M. Compton-Rickett Mrs. J. Horton Mr. D. Ainsley Mr. C. Simpson Mr. J. Southwood Mrs. C. Whitham Mrs. E. Heritage Mrs P Horner Charity number 1166363 Independent examiner Horner Downey & Company Limited 10 Stadium Court Stadium Road Bromborough Wirral CH62 3RP

WILLIAMSON AND PRIORY FRIENDS

CONTENTS

Page
Charity Members' report 1
Independent examiner's report 2
Statement of financial activities 3
Statement of financial position 4
Notes to the financial statements 5 - 9

WILLIAMSON AND PRIORY FRIENDS

CHARITY MEMBERS' REPORT FOR THE YEAR ENDED 31 OCTOBER 2022

The charity members present their annual report and financial statements for the year ended 31 October 2022.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the charity's [governing document], the Charities Act 2011 and "Accounting and Reporting by Charities: 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)" (effective 1 January 2019).

Objectives and activities

The charity's objects are to promote, support, assist and improve the Williamson Art Gallery and Wirral Museums, and their cultural and educational activities.

The charity members have paid due regard to guidance issued by the Charity Commission in deciding what activities the charity should undertake.

Achievements and performance

Financial review

It is the policy of the charity that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and six month’s expenditure. The charity members consider that reserves at this level will ensure that, in the event of a significant drop in funding, they will be able to continue the charity’s current activities while consideration is given to ways in which additional funds may be raised. This level of reserves has been maintained throughout the year.

The charity members have assessed the major risks to which the charity is exposed, and are satisfied that systems are in place to mitigate exposure to the major risks.

Structure, governance and management

The charity members who served during the year and up to the date of signature of the financial statements were:

Miss. M. Compton-Rickett Mrs. J. Horton Mr. D. Ainsley Mr. C. Simpson Mr. J. Southwood Mrs. C. Whitham Mrs. E. Heritage Mrs P Horner

The charity members' report was approved by the Board of Charity Members.

..............................

Miss. M. Compton-Rickett

Chairman Dated: .........................

.............................. Mrs. J. Horton Treasurer Dated:.........................

WILLIAMSON AND PRIORY FRIENDS

INDEPENDENT EXAMINER'S REPORT

TO THE CHARITY MEMBERS OF WILLIAMSON AND PRIORY FRIENDS

I report to the charity members on my examination of the financial statements of Williamson and Priory Friends (the charity) for the year ended 31 October 2022.

Responsibilities and basis of report

As the charity members of the charity you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (the 2011 Act).

I report in respect of my examination of the charity’s financial statements carried out under section 145 of the 2011 Act. In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner's statement

Your attention is drawn to the fact that the charity has prepared financial statements in accordance with Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice issued on 1 April 2005 which is referred to in the extant regulations but has now been withdrawn.

I understand that this has been done in order for financial statements to provide a true and fair view in accordance with Generally Accepted Accounting Practice effective for reporting periods beginning on or after 1 January 2015.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the financial statements to be reached.

Horner Downey & Company Limited

10 Stadium Court Stadium Road Bromborough Wirral CH62 3RP

Dated: .........................

WILLIAMSON AND PRIORY FRIENDS

STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 31 OCTOBER 2022

Unrestricted
Restricted
Total
Unrestricted
Restricted
funds
funds
funds
funds
2022
2022
2022
2021
2021
Notes
£
£
£
£
£
Income from:
Donations and
legacies
3
7,784
-
7,784
9,339
-
Charitable activities
4
1,000
-
1,000
-
-
Total income
8,784
-
8,784
9,339
-
Expenditure on:
Charitable
activities
Unrestricted Funds
Expenditure
5
7,372
-
7,372
10,833
-
Restricted Funds
Expenditure
5
-
21,308
21,308
-
-
Total charitable
expenditure
7,372
21,308
28,680
10,833
-
Net income/(expenditure)
for the year/
Net movement in funds
1,412
(21,308)
(19,896)
(1,494)
-
Fund balances at 1
November 2021
20,824
31,662
52,486
22,318
31,662
Fund balances at 31
October 2022
22,236
10,354
32,590
20,824
31,662
Total
2021
£
9,339
-
9,339
10,833
-
10,833
(1,494)
53,980
52,486

The statement of financial activities includes all gains and losses recognised in the year.

All income and expenditure derive from continuing activities.

WILLIAMSON AND PRIORY FRIENDS

STATEMENT OF FINANCIAL POSITION

AS AT 31 OCTOBER 2022

2022
Notes
£
Current assets
Cash at bank and in hand
34,087
Current liabilities
9
(1,497)
Net current assets
Income funds
Restricted funds
Unrestricted funds
The financial statements were approved by the Charity Members on ..............
..............................
..............................
Miss. M. Compton-Rickett
Mrs. J. Horton
Chairman
Treasurer
£
32,590
10,354
22,236
32,590
...........
2021
£
52,936
(450)
£
52,486
31,662
20,824
52,486

WILLIAMSON AND PRIORY FRIENDS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 OCTOBER 2022

1 Accounting policies

Charity information

Williamson and Priory Friends is a Charitable Incorporated Organisation (CIO).

1.1 Accounting convention

The financial statements have been prepared in accordance with the charity's [governing document], the Charities Act 2011, FRS 102 “The Financial Reporting Standard applicable in the UK and Republic of Ireland” (“FRS 102”) and the Charities SORP "Accounting and Reporting by Charities: 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)" (effective 1 January 2019). The charity is a Public Benefit Entity as defined by FRS 102.

The charity has taken advantage of the provisions in the SORP for charities not to prepare a Statement of Cash Flows.

The financial statements have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a true and fair view. This departure has involved following the Statement of Recommended Practice for charities applying FRS 102 rather than the version of the Statement of Recommended Practice which is referred to in the Regulations but which has since been withdrawn.

The financial statements are prepared in sterling, which is the functional currency of the charity. Monetary amounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention, [modified to include the revaluation of freehold properties and to include investment properties and certain financial instruments at fair value]. The principal accounting policies adopted are set out below.

1.2 Going concern

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

1.3 Charitable funds

Unrestricted funds are available for use at the discretion of the charity members in furtherance of their charitable objectives.

Restricted funds are subject to specific conditions by donors as to how they may be used. The purposes and uses of the restricted funds are set out in the notes to the financial statements.

Endowment funds are subject to specific conditions by donors that the capital must be maintained by the charity.

1.4 Income

Income is recognised when the charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.

Cash donations are recognised on receipt. Other donations are recognised once the charity has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

Legacies are recognised on receipt or otherwise if the charity has been notified of an impending distribution, the amount is known, and receipt is expected. If the amount is not known, the legacy is treated as a contingent asset.

WILLIAMSON AND PRIORY FRIENDS

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2022

1 Accounting policies

(Continued)

1.5 Expenditure

Resources expended during the year are categorised depending on the charitable activity for which they are incurred. These resources ensure the charity's continuous activity and can be subcategorised further between staffing costs and cost of materials, which are the most prominent resources expended.

1.6 Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

Basic financial assets

Basic financial assets, which include trade and other receivables and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

Basic financial liabilities

Basic financial liabilities, including trade and other payables and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future payments discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Trade payables are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade payables are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

Derecognition of financial liabilities

Financial liabilities are derecognised when the charity’s contractual obligations expire or are discharged or cancelled.

1.7 Employee benefits

The cost of any unused holiday entitlement is recognised in the period in which the employee’s services are received.

Termination benefits are recognised immediately as an expense when the charity is demonstrably committed to terminate the employment of an employee or to provide termination benefits.

2 Critical accounting estimates and judgements

In the application of the charity’s accounting policies, the charity members are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.

WILLIAMSON AND PRIORY FRIENDS

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2022

3 Donations and legacies

Unrestricted
funds
2022
£
Donations and gifts
2,200
Membership fees
5,584
Charitable activities
Unrestricted
Charitable
Income
2022
£
Priory
1,000
Total
2021
£
3,697
5,642
2021
£
-

4 Charitable activities

WILLIAMSON AND PRIORY FRIENDS

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2022

5 Charitable activities

Unrestricted
Funds
Expenditure
Restricted
Funds
Expenditure
2022
2022
£
£
Admin expenses
1,806
-
Membership expenses
-
-
Priory expenses
541
-
Gallery purchases
-
-
Hosting previews expenses
460
-
Publicity
4,450
-
Garden expenses
115
-
Sculpture purchases
-
20,758
Stained glass windows
-
550
7,372
21,308
7,372
21,308
Analysis by fund
Unrestricted funds
7,372
-
Restricted funds
-
21,308
7,372
21,308
For the year ended 31 October 2021
Unrestricted funds
10,833
-
Total
2022
Unrestricted
Funds
Expenditure
2021
£
£
1,806
1,082
-
269
541
-
-
494
460
-
4,450
8,640
115
348
20,758
-
550
-
28,680
10,833
28,680
10,833
7,372
10,833
21,308
-
28,680
10,833
Total
2022
Unrestricted
Funds
Expenditure
2021
£
£
1,806
1,082
-
269
541
-
-
494
460
-
4,450
8,640
115
348
20,758
-
550
-
28,680
10,833
28,680
10,833
7,372
10,833
21,308
-
28,680
10,833
10,833
10,833
10,833
-
10,833

6 Charity Members

None of the charity members (or any persons connected with them) received any remuneration or benefits from the charity during the year.

7 Employees

The average monthly number of employees during the year was:

2022 2021
Number Number
Total - -

There were no employees whose annual remuneration was more than £60,000.

WILLIAMSON AND PRIORY FRIENDS

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 OCTOBER 2022

8 Taxation

The charity is exempt from tax on income and gains falling within section 505 of the Taxes Act 1988 or section 252 of the Taxationof Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects.

9 Current liabilities

Other payables
Accruals and deferred income
Analysis of net assets between funds
Unrestricted
funds
Restricted
funds
2022
2022
£
£
Fund balances at 31
October 2022 are
represented by:
Current assets/(liabilities)
22,236
10,354
22,236
10,354
2022
£
1,005
492
1,497
Total Unrestricted
funds
Restricted
funds
2022
2021
2021
£
£
£
32,590
20,824
31,662
32,590
20,824
31,662
2021
£
-
450
450
Total
2021
£
52,486
52,486

10 Analysis of net assets between funds

11 Related party transactions

There were no disclosable related party transactions during the year (2021 - none).