KAG Advocacy CIO Annual Report 2021-2022 Charity Reg 1154696 KAG Advocacy CIO Canbury Works Unit 6& 7 Canbury Business Centre Elm Crescent Kingston upon Thames KT2 6JU 02085491028 rights@kag.org.uk www.kagadvocacy.org.uk ## KAG Advocacy is supported by our board of trustees: RF ‘Jim’ Green Chair John Hallett Treasurer Kathy Gardner-Brown Helen Clarke MBE Anne Taylor Mike Todd Veronica Monroy Elangco Balendra Thank you to all the staff, volunteers and trustees for their hard work during the year. ## Report from the CEO Another year with restrictions, however this was another year of great work being undertaken. 2022 began with lockdown still in place but this did not deter us from delivering all our projects and some new ones! During 22 we began a new project called Labyrinth which was to support vulnerable women. In addition a visiting advocacy/ support project was begun at the Royal Star and Garter. Also, for the first time in our history we started a project just for young people aged between 17-25 called Not Just Football. KAG supported the government Kickstart Scheme where we were able to provide employment for 5 young people who were out of work. This was a very worthwhile scheme and we have managed to recruit some of them. During the year KAG had our first Crowdfunding campaign which was very successful as we managed to secure match funding. New funding this year enabled us to provide focus groups for the Kingston Bereavement Services as well as providing a new project working with older people in the community. Our new lines of funding have helped us to deliver new projects and services to vulnerable people and this is important to us as a local charity working with local vulnerable people. Though we have been successful in securing new funding, where our work is paid in arrears this does impact our finances and this is explained further in our Treasurer’s Report. I would like to end the report by saying I am again very proud of all that we have achieved this year and look forward to delivering more projects next year. It goes without saying none of the great work we do can be done was it not for the hard work, dedication and professionalism of the staff and volunteers. I would like to say thank you to all the staff, volunteers and trustees for their hard work and support. Sue Boakes CEO ## Report from the Chair To everyone’s relief, the year began with some easing of the Covid-19 lockdown restrictions which enabled KAG’s staff and volunteers to recommence visits to our clients albeit with some continuing limitations. Sue Boakes, the charity’s CEO, has worked tirelessly during the year not only in managing the charity on a day-to-day basis but also in submitting grant applications for various advocacy related projects. Her success in many grant applications has allowed us to expand our advocacy services into some essential new areas such as helping young people with job coaching, money advice and budgeting. Under the government’s Kickstart work placement scheme KAG provided 6 months of valuable work experience for 5 young unemployed people. This has been so successful that some of these youngsters have now joined us as KAG staff and they have given us a different perspective of vulnerable client’s requirements. Subsequently they have helped to build new services that are complementary to our traditional advocacy services and this has created new opportunities for the charity to broaden its support to a much wider range of clients. During the year the KAG trustees continued to hold their monthly Management Committee meetings on-line which has proved to be a very effective use of time. In September we were pleased to welcome Veronica Monroy as a new trustee and later, in October, we also welcomed Elangco Balendra to the trustee team. All this has helped to put the charity’s finances on a more stable footing by diversifying both our funding sources and our service offerings which should allow us to gradually reduce our reliance on our RBS overdraft and help to build our reserves to ensure the charity can continue to provide essential services to a much wider range of vulnerable clients. However, none of this would be possible without the dedication of our talented staff and volunteers, and we thank them for their excellent work during the year. R F ‘Jim’ Green Chair of the Trustees ## Report from the Treasurer The following pages shows the summarised accounts for 2021/22 . The full audited Financial Statements are available from KAG. During the period covered by this report we were again faced with major disruption due to Covid and its impact on our operations. Despite this we have remained open, often working remotely, to provide services to the community. We continue to seek ways to diversify our income stream and have been successful in deepening our services in neighbouring boroughs and counties. We have also participated in the kick start scheme providing apprenticeships to 2 people and having 4 people under the kick start programme during the year. The detail of the income sources is set out in detail in Note 15 of the full accounts. We have continued to keep costs under constant review and the full benefit of the move to the downsized fully serviced office in Central Kingston is reflected in the accounts. The total income for the year amounted to £129,028 a small increase over the previous year however this was offset by an increase in costs which in total amounted to £139,317 resulting in a deficit for the year of £10,289. We have once again been fortunate in having the continued support of Royal Bank of Scotland, we continue to work to gradually reduce this overdraft, and this support is in place at least until June 2023. Employment costs account for over 84% of total expenditure. The financial statements do not include any amount to recognise the time and skills donated by many volunteers who support KAG 's activities and enable us to deliver our services at low cost to the community and the commissioners. We need to fund the costs of most of our work before receiving payment, however by constant efforts we have again shortened the collection period in respect of invoiced work. John Hallett Treasurer KAG ADVOCACY CIO STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31st MARCH 2022 MARCH 21122 MARCH 2021 Restrlcted funds Unre5trieted Total Funds funds Totsl Total Funds Total Ineome and Endowments Income from Charitable activiiies Other trading activiti& Income from Investsnents Donations and Legacies Other Income Total 36,568 89,901 12fi469 123.081 2.559 2.559 1,195 36,568 92,460 129,028 124,276 Fjxpenditure Expenditure on Raising fi]nds Fundraising trading Tnve%(meni management cosrs Expenditure on Charitable artivities Other Expenditure Total 10,275 10.275 7,937 36.568 92,474 129,042 111,266 36,568 102,749 139,317 119,203 Net incomel(expenditvre) (10.289) 10,289) 5,073 Transfers Transfers between funds Net incomel(expcTrditure) (10.289) {10,289) 5,073 Total funds brought forward (10.245) 110,245} (15,318) Total funds ¢#rri¢d fonvard (20,534) {20.534) 11 OJ45) .4 ARCH MAKI'II •0?? Total F¥*ds ote5 roidl F-unds C-urrent Assct5 Debi Statistics 2021-2022
Focus Group Helpine AA Labyrinth Royal Star
Ind. Visit Money Buddy Horton Befrnding Advocacy
Mentoring Paid Reps Spot Pur
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|**Project**|**Project Description**| |---|---| |**Community**
**Connectors**|Advocacy support on issues such as housing, debt and benefits| |**Connectivity**|Befriendingand connectingolder isolatedpeople to their local community| |**Money Buddy**|Debt work for all vulnerablegroups| |**Mentoring**|Supportingout of work vulnerablepeople back into work or education| |**Royal Star and**
**Garter**|Advocacy and visiting service in the care home| |**Independent**
**Visitors**|Visiting services to care homes in Elmbridge Area for residents who do not
have anyfamilyor friends who can visit| |**Horton Hospital**|IMHA and advocacyservice at Horton Rehabilitation Centre| |**Appropriate Adult**|Provides an Appropriate Adult to vulnerable detainees whilst in Kingston
custody| |**Role of Personal**
**Representative**
**[Paid Rep]**|Provides the independent representation for a person under a DoLS
[Deprivation of Liberty Safeguards]| |**Spot Purchase**|Provide advocacyincludingIMCA,Care Act and IMHA| |**Helpline**|A weeklyhelpline toprovide information and support to vulnerablepeople| |**Focus Groups**|Focus Groups for vulnerable people to provide feedback on Bereavement
Service| |**Labyrinth**|Advocacyand support to vulnerable women| ## Feedback Feedback from some of our clients and referrers: A place to know there are people willing to help you with your problems and get you the help you need I’m just writing to express my gratitude for the support and assistance you’ve been able to give our patient. Their circumstances have much improved as a result of your support and they are in a much calmer and more positive place emotionally. Overall, the support and professional response we get from KAG is much commended and appreciated. Keep up the good work. KAG ADVOCACY CIO FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2022 CHARITY NUMBER 1154696 Sloane Winckless & Co Ltd Chartered Accountants 2 - 4 Stoneleigh Park Road Surrey KT19 OQT KAG ADVOCACY CIO DIRECTORS, ANNUAL REPORT- Year ended 31 March 2022 The trustees are pleased to present their ￿port with the financial statements of the charity for the year ended 31 Mareh 2022. The trustees have adopied the provisions of Accounting and Rep)rting by Charities.. S(atement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Stsndard applicabl¢ in th¢ UK and Republic of Ireland {FRS 102) (effective l January 2015). Legal and Administrative Details Status Charitable Incorporated Organisation registereAJ November 2013 Charity Number 1154696 Principal Addre&8 Canbury Works Units 6+7 Canbury Business Park Elm Crescent Kingston upon Thames KT2 6HU Directors RF 'Jim' Green John Hallelt Kathy Gardner-Brown Anne Taylor Helen Clarke MBE Mike Todd Chair Treasurer Bankers The Royal Bank of Scotland Richmond branch 23A. The Quadrant Richmond UTK)n Thames TW9 IDF Accountants Sloan¢ Winckless & Co Ltd Chartered Accounlants, 2 - 4 Stoneleigh Park Road, Epsom, Surrcy KT19 OQT The Directors The directors who served the charity during the year were as follows:_ RF 'Jim' Green John Halleit Kathy Gardner-Brown Helen Clarke MBE Anne Taylor Mike'l'odd Veronica Monroy Elangco Balendra [appoinied 28110121] Chair Treasurer Structure, Governance. #nd Management KAG Advocacy CIO (KAG) is governed by a management committee (the committee) c4)mprised of Directors, who are also the Trustees. They are re-elected by rotation at the Annual Cjeneral Meeting (AGM). Sue Boakes, CEO, has day to day management of KAG and is involved and consultcd on all aspects of KAG'S business, as are sthtrand volunteers. Potcntial DircctOTS are sought by open advertisement or by referral having regard to skills requircments for the committee. After initial meetings with the CEO, the Chair and the committee lo discuss KAG'S activities new Directors are elected by the committee and must seek re-election at the following AGM. Newly appointed Directors are supplied with induction materials including annual reports and accounts and the Charity Commission guidance on the role of the Trustee. The management committee meets once every month &s a full committee. In addition from time to time it establishes sub committees to look at specific issues - Quality, Personnel. Markeling.. User involvement and Branding. Objects and Activities The objects of KAG are to promote, protect and uphold the rights and interests of vulnerable individuals. KAG operates from its office in Kingston upon Thames io provide a range of advocacy services in response to various needs. This O￿lee also provides the management and administration for KAG and these core ¢osts are funded by management fees from the various projects. Achievemenls and Perforniance KAC. continued to deliver a range of different advo¢a¢y services to vulnerable individuals in its catchment area. This was funded by service level agreements. The services included.. CFeneral Advo¢a¢y-. The service provided short to medium temi advocacy support to people with mental health problems in order to help them resolve crisislcomplex issues. This involved ensuring thai ihey were fully aware of their righis and provided with all relevant information. This service was provided by both paid and volunteer staff Appropriate Adult Service- Provided support io vulnerable detainees in Kingston police station s custody suite Relevant Person's Representative- KAG is commissioned by various local authorities to aci as a person's representative whilst their Deprivation of Liberty Safeguards authorisation is in place. Spot Purehase- KAG is commissioned by local authorities to provide specific statutory advocacy roles such as IMCA and Advocacy under the Care Act. In addition for this period we were sub-contracted by Hestia to provide Advocacy under the Care Act for people living in Hounslow. Specialist Advocacy in Hospitals KAG provided a full range of advocacy services including the role of the Independent Mental Heallh Advocacy at the Horton Rehabilitation Hospital. KAG also delivered the following prOj￿ts which were funded by grant making charities. Mentoring- a project to support vulnernble people back into employment and or education. The support also includes workshops to assist people taking the first steps to work Community Connections- supporting vulnerable isolated older people in the Kingston area to takc a more active role in their community. Benefits- with funding KAG was able to provide two specific Projects, one in Kingston and one in Richmond, to support vulnerable people to apply for universal credit and other welfare benefits. Labyrinth- gpectfic adv(Kacy and supwrt project to support vulnerable women Independent Visitors- providing support to residents in care homes who do not have any family or friends to visit. The role is to enable them to feel part of their new Community and improve their quality of life. Royal StAr and Garter- providing adV0￿y. befriending and support to the residents at the Royal Star and Garter Not Just FootbYdll- project to support young adults with menloring and peer support Other Income Sources As an accredited training and assessment centre for the National Advocacy Qualification and the Prince's Trust Qualification, KAG perfomied these services for other service providers on a fee- paying basis. KAG has also been part of the government Kickstart scheme where KAG have been funded by the govemment to employ young people for six months HumY4n Resource5 In total KACJ employed 14 staff, somc on a part time basis. All staff were mana8ed by the CEO wilh the support of the Management Committee. Staff meetings were held at regular intervals and staff members were encourag￿ to participat¢ fully in th¢ busin¢ss of KAG. Volunteers Key to KAG'S continued succe&8 was the involvemenl of volunteers in all aspects of its business. During the year about 24 volunteers worked with KACJ principally involved in providing Ciiizen Advocacy, Befriending and the Appropriate Adult Service. Financial Review The details are set out in the attached Financial Statements. Reserve Policy In the past we have maintained Reserves at a level of approximately 4 months of running Costs. However. since 2017118, in which we have experience(l ihe effects of the expiry and non-renewal of our Major contract with Surrey County Council and subsequently the contract with the Royal Borough of Kingston upon Tharnes, the brought fon¥ard reserves have largely been extinguished in managing the transition to our reduced scale of operations. We intend to re-build our reserves to the level of 4 months running costs over the coming years. Risk Mg4nagement The Managemeni Committee and the CEO continue to review the risks to which KAG may be exposed. They implement measures and establish systems to mitigate the effect of those risks where appropriate and this includes reducing overheads. Future Plans KAG is looking to extend partnership working to deliver services KAG is lookin8 to extend the support and services that il can ofTer vulnerable people and to seek the associated funding KACJ is looking to extend advocacy provision beyond its current operational geographic areas KAG is looking to develop management systems for full cost recovery We continue to proactively seek out new funding opportunities to meet identified but unmet needs. New legislalion offers opportunities to expand our capabilities and to be awarded new funding, Statement of Director's Responsibilitie5 The Directors are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United Kingdom Accounting SLqndards (United Kingdom Generally Accepted Accounting Practice). The law applicable to charities in England and Wales, the Charities Act 2011. Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed requires the trustees to prcpare financi￿ statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources. including the incorne and expendilure, of the charity for that period. In preparing those financial statements. the tnjstees are required io select suitable accounting policies and then apply them consistently. observe the meth(MJs and principles in the Charity SORP; make judgements and estimates that are re&sonable and pnJd¢Dt" state whether applicable accounting standards have been followed. subject to any material departures disclosed and explained in the rinancial statements. prepare the financial slatements on the going concern basis unless it is inappropriate to presume that the charity will continue business. The Directors are responsible for keeping proper ac¢ounting records, which disclose with reasonable accuracy at any time, the financial position of the charity at that time and io enable the Directors to ensure that any statement of accounts prepared by them complies with the Charities Act 201 I, the Charity (Accounts and Reports) Regulations 2008 and the provistons of the trust deed. 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. Thc dircclors are responsible for the mainienance and intcgriry of the chariiy and financial infomiation included on the charity's website. Legislation in the United Kingdom goveming the prepardlion and dissemination of the financial statements may differ from legislation in other jurisdictions. DIRF.CTORS ANNUAL REPORT foryegr ended 31 March 2022 Approved by the Directors on I g Oa£&￿ t And signed on their behalf by KAG ADV ACY io EP ENT EXAMtNER'S REPORT We report on the fjnancial stat¢m¢nts for the year ended 31 Ma￿h 2022 which are set out on pag¢s to sixteen which hav¢ been prepared under the historical cost convention. ESPEC IVE RE ONSIBILITI S OF THE TRUSTEES AND The charity's Truste¢s are responsible for the prepwation of the accounts. The ¢harity's Trustees consider that an audit is not reqUI￿d for this year (under Section 144(2) of the Charities Act 2011 (the 2011 Aci)) and that an independent examination is needed. li is my responsibility to,.. Examine the accounts lunder Section 145 of the 2011 Act)- To follow the procedures laid down in the General Directions given by th¢ Charity Commissioners (under Section 145(5) of th¢ 2011 Act). and To $tst¢ wheth¢r particular matters have com¢ to my attention. OF fND PEND EXAMfNE My examination was carried out in accordance with the G¢nernl DTrections given by the Charity Commissioner& An examination includes a review of the accounting record5 kept by the charity and a comparison of the accounts presented with those records. It also includes considerntion of any unusual items or disclosures in th¢ accounts, and seeking explanations from the Tru$t¢¢s concerning any such maiters. The procedures undertaken do not provide all the evidence that would be required in an audit and, consequently, no opinion is given as to wh¢th¢r the accounts present a true and fair viw and the report is limited to those matters sel oul in the statement below. tND NDENT XAMNER In connection with my examination, no matter ha5 come to my attention:_ TEM which gives me reasonAbl¢ cause to beli¢vc thaL in any material respect. the reqvirements.'- (a) to keep accounting rffords in accordance with Section 130 of the 2011 Act. and Ib) to prepar¢ accounts which accord with th¢ accounting records and to comply with the A¢￿unting requirements of the 2011 Act have noi been met. or to which, in my opinion. attention should be drawn in order to enable a prop¢r understanding of the accounts to be reached. 24 Stoneleigh Park Road Epsom Surr¢y KT19 OQT SLOANE WTNCKLESS & CO Chartered Accountants KAG ADVOCACY CIO STATEMENT OF FtNANCIAL ACTIVITIES FOR THE YEAR EIYDED 315t MARCH 2022 MARCH 2022 MARCH 2021 Rtstrltttd funds Unrestrleted Total Funds fththds Total Tthl Funds Total Intome *Trd F.Trdowments Incom¢ from Charitable a¢tiviti&q Other trading aciivities Income from Invesiments Donations and Legacies Other Incorne Total 36.568 89.901 12A469 123,081 2,559 2,559 1,195 129,028 124,276 F.xpcnditure Exp¢nditure on Raising Fundraising trading Inve4tment management coms Expenditure on Charitable aclivilies (hher Expenditure Total 10.275 10,27S 7.937 36,568 92.474 129,042 111,266 36,$68 102,749 139J17 119.203 Net incomel(expeTrditure} (JO.289) (10,2891 5,073 Transfers Transfers between funds Net Ineomel{expendSturn} (10.289) (10.2891 5.073 Total funds brought fonv*rd (10245) (10.245) (15.318) Totsl funds ￿TrIed fonv*rd 20.534 10,245 .11: ADI'OCACI. CI() BAI..4NCF. .SHEET ,IS .4T 31ST M.4RCH 2022 MARC MARI-11 ?o?I Tc)lal Fund5 Total Fund5 Filed .44*¢1s Current A55tl$ Debwrs 10 20.7.1S Toi*l Curr¢ni ?0.74 Li*biliii¢ Lr¢diiLYs. amoun15 fallinbTr du¢ ￿lIhi￿ one leor .Yet C-urreTrt Total .4ss¢1% Lbabiliiies IIU.74qI Funds R¥siriilkd inLiJnK' tunds linr¢siricied Income lunds 120.U4) 1102451 Tot¥1 fuThds 711434 ApproiLxl by thL t3oard of l)irvLliir% on 18 rws. The ffj#of a￿% # trort%ferTed kn 4 s￿lf￿ T¢gtrK*d fuTrJ vhere Ihcy ￿¢ depr￿lated d) Volunteer help and gift$ in kind Thc Val￿ of any volutttary help 8ifis in kiTrJ recti¥%d is Tr)t intP* p*wurts ￿ Li d¢s¢TiF¢d in th¢ Twrt of th¢ ¢n¢w. el Mana8¢ment aThd administrati¢ Mana8ement aTrJ admini8tr8l￿￿n eosts represem exr*Thlitwe irtwred in chaTIty % aciivrt￿% in complMrKe Co￿1￿*￿)￿1 Stri￿ Irquire￿￿w% D Fund accourttin8 The cknity maiN&￿ tyT¢s offwth AS folb) Uttestricted F￿a￿ThESe art Tr￿1￿￿ for th¢ Ob￿Cts of the ¢haTity Witho￿ J S￿lf￿ pwpo¥¢ g) In￿￿[￿0￿ wilh marry other0T8arWtK)￿ Six fjr*4 to ￿siSt with prep8r8tion of rm￿￿111 stsiemtrts 2 Try$tees' remuneratio In a¢COTdartt with the charitgs cOr￿￿￿t￿mI ￿£<1¥￿d m retnur*ralh)n orextAxs. 3 Income from Chari¢xble *ctivities R￿tr￿led 2•22 2021 fvnds Totsl 36568 89,9Jl 126 123,081 36J68 89.wl 123,081 KAG ADV(KACY CIO NOTES TO THE ACCOUNTS FOR THE YE4R ETr4TIED 31sr MARCH 1022 5 Donat￿￿$ Ind Leyti¢s Restricted 1S1Ttslr*trd 2•22 Tot•1 2021 lot*1 Doi*titsN$ lod L*yeits 2559 Tothl 59 6 Expendit¥re Raivilli f¥Dd# ResiTlctrd 2•22 Totsl 1021 r•*d• Total C0T¢Ex￿￿dItUr¢ IO%of unr¢sr￿￿dtXFtty]L 10275 10375 7.937 10275 7.93? 7 Expendlture on Ch#rilAbk •¢tivitits Rejtritled Il•rtstritttd 2022 Totsl 2021 To¢DI SDIfir￿S andN4l¥JMI Ir•Jy**¢ Rent rnt¢S Teltptrwe Voluntttr Exrthes ExpensesCla1￿ Tnvellin8& F¢A Contrath. P￿b1.&￿dW. wom I 1shiin81￿J Ile411Tr8 Pnoiin8 ond S¢•i￿r officejcomr￿f¢1 ExF¢A su￿/ FundTh￿ Bank che￿ 117296 92.886 15,042 870 1.076 2.802 lJ14 677 771 I￿24 fj12 lJ97 lJ97 835 686 752 A¢&)￿￿10*¢Y f L￿."10 voIuDtsry ui¢(qi (1027 {IllJ75} Totsl 36J68 92.474 129J42 111266 pw12 KAG ADVOCACY CIO NOTES TO THE ACCOUTr4TS FOR THE YEAR ENDED 31ST MARCH 2022 8 Moveme￿1 ID Fwids Fund Balances brought forward Fund Balances earTied forw*rd Incomimg OutgOlDg R¢50ur¢e5 Funds Unrestricted Funds (10245) 102.749 {20,$341 R¢strithed Funds 36.568 36,568 Total Funds 110.2451 129,028 139,317 120,5341 9 Tangible Flx¢d Assets ffice Cost Computer Equipment Totsl At l April 2021 Additions Disposals At 31 March 2022 12.593 7.178 19.771 12.593 7.178 19,771 Depreciatlon AI l ApTiI 2021 Charge for the 12,593 7.177 19.770 Ai 31 st March 2022 12.593 7,177 19,770 Iyet b￿￿k value At 31 MARCH 2021 At 31 MARCH 2022 10 Debtors 21122 2021 Prepa￿nents and Accrued Inc￿]¢ 11215 pye 13 K4G ADVOCACY CIO NOTESTO THE ACCOUNTS FOR ThE YFAR ENDED 31&r MARCH 21J22 wis 31.75• 31.tsjj 12 T*x*liwk 13 Re#ri¢iedfv• 67 S.S21 LAFL Crmtndoe 1$950 9.163 ¢￿Id 19Re¥wX•E U12 175 E¥ SAwxCrywC4xu￿I 1?.1fy2 Fwds KvAG￿l LBC¥ LBCro) l. B Edini l524 111.t*7 )92 LBM¢nc sji LB5 376 L R L¢￿￿tICitye￿￿iI Sthiwtr 473 416 15*1 L512 Royd SLw& c￿t￿r ni wjkeknTr￿ C*¢ 3J36 3.173 lJ92 120.469 1021 12j.wdi KAG ADVOCACY CIO NOTES TO THE AccouNfs FOR THE YEAR ENDED 31st MARCH 2022 16 F.mployee Resour¢es The t￿al remuneraiion paid was as ftillows'.- 2022 2021 Salaries and wages Sttial security costs Pension Contributions 88.214 4.054 618 92.886 117,286 No employees receiveA emoluments of mcrt ihan £60,000. The charity operates a stakeholders pensicffi scheme and makes contributions to this sch&ne. KAG ADVOCACY CIO FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2022 CHARITY NUMBER 1154696 Sloane Winckless & Co Ltd Chartered Accountants 2 - 4 Stoneleigh Park Road Surrey KT19 OQT KAG ADVOCACY CIO DIRECTORS, ANNUAL REPORT- Year ended 31 March 2022 The trustees are pleased to present their ￿port with the financial statements of the charity for the year ended 31 Mareh 2022. The trustees have adopied the provisions of Accounting and Rep)rting by Charities.. S(atement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Stsndard applicabl¢ in th¢ UK and Republic of Ireland {FRS 102) (effective l January 2015). Legal and Administrative Details Status Charitable Incorporated Organisation registereAJ November 2013 Charity Number 1154696 Principal Addre&8 Canbury Works Units 6+7 Canbury Business Park Elm Crescent Kingston upon Thames KT2 6HU Directors RF 'Jim' Green John Hallelt Kathy Gardner-Brown Anne Taylor Helen Clarke MBE Mike Todd Chair Treasurer Bankers The Royal Bank of Scotland Richmond branch 23A. The Quadrant Richmond UTK)n Thames TW9 IDF Accountants Sloan¢ Winckless & Co Ltd Chartered Accounlants, 2 - 4 Stoneleigh Park Road, Epsom, Surrcy KT19 OQT The Directors The directors who served the charity during the year were as follows:_ RF 'Jim' Green John Halleit Kathy Gardner-Brown Helen Clarke MBE Anne Taylor Mike'l'odd Veronica Monroy Elangco Balendra [appoinied 28110121] Chair Treasurer Structure, Governance. #nd Management KAG Advocacy CIO (KAG) is governed by a management committee (the committee) c4)mprised of Directors, who are also the Trustees. They are re-elected by rotation at the Annual Cjeneral Meeting (AGM). Sue Boakes, CEO, has day to day management of KAG and is involved and consultcd on all aspects of KAG'S business, as are sthtrand volunteers. Potcntial DircctOTS are sought by open advertisement or by referral having regard to skills requircments for the committee. After initial meetings with the CEO, the Chair and the committee lo discuss KAG'S activities new Directors are elected by the committee and must seek re-election at the following AGM. Newly appointed Directors are supplied with induction materials including annual reports and accounts and the Charity Commission guidance on the role of the Trustee. The management committee meets once every month &s a full committee. In addition from time to time it establishes sub committees to look at specific issues - Quality, Personnel. Markeling.. User involvement and Branding. Objects and Activities The objects of KAG are to promote, protect and uphold the rights and interests of vulnerable individuals. KAG operates from its office in Kingston upon Thames io provide a range of advocacy services in response to various needs. This O￿lee also provides the management and administration for KAG and these core ¢osts are funded by management fees from the various projects. Achievemenls and Perforniance KAC. continued to deliver a range of different advo¢a¢y services to vulnerable individuals in its catchment area. This was funded by service level agreements. The services included.. CFeneral Advo¢a¢y-. The service provided short to medium temi advocacy support to people with mental health problems in order to help them resolve crisislcomplex issues. This involved ensuring thai ihey were fully aware of their righis and provided with all relevant information. This service was provided by both paid and volunteer staff Appropriate Adult Service- Provided support io vulnerable detainees in Kingston police station s custody suite Relevant Person's Representative- KAG is commissioned by various local authorities to aci as a person's representative whilst their Deprivation of Liberty Safeguards authorisation is in place. Spot Purehase- KAG is commissioned by local authorities to provide specific statutory advocacy roles such as IMCA and Advocacy under the Care Act. In addition for this period we were sub-contracted by Hestia to provide Advocacy under the Care Act for people living in Hounslow. Specialist Advocacy in Hospitals KAG provided a full range of advocacy services including the role of the Independent Mental Heallh Advocacy at the Horton Rehabilitation Hospital. KAG also delivered the following prOj￿ts which were funded by grant making charities. Mentoring- a project to support vulnernble people back into employment and or education. The support also includes workshops to assist people taking the first steps to work Community Connections- supporting vulnerable isolated older people in the Kingston area to takc a more active role in their community. Benefits- with funding KAG was able to provide two specific Projects, one in Kingston and one in Richmond, to support vulnerable people to apply for universal credit and other welfare benefits. Labyrinth- gpectfic adv(Kacy and supwrt project to support vulnerable women Independent Visitors- providing support to residents in care homes who do not have any family or friends to visit. The role is to enable them to feel part of their new Community and improve their quality of life. Royal StAr and Garter- providing adV0￿y. befriending and support to the residents at the Royal Star and Garter Not Just FootbYdll- project to support young adults with menloring and peer support Other Income Sources As an accredited training and assessment centre for the National Advocacy Qualification and the Prince's Trust Qualification, KAG perfomied these services for other service providers on a fee- paying basis. KAG has also been part of the government Kickstart scheme where KAG have been funded by the govemment to employ young people for six months HumY4n Resource5 In total KACJ employed 14 staff, somc on a part time basis. All staff were mana8ed by the CEO wilh the support of the Management Committee. Staff meetings were held at regular intervals and staff members were encourag￿ to participat¢ fully in th¢ busin¢ss of KAG. Volunteers Key to KAG'S continued succe&8 was the involvemenl of volunteers in all aspects of its business. During the year about 24 volunteers worked with KACJ principally involved in providing Ciiizen Advocacy, Befriending and the Appropriate Adult Service. Financial Review The details are set out in the attached Financial Statements. Reserve Policy In the past we have maintained Reserves at a level of approximately 4 months of running Costs. However. since 2017118, in which we have experience(l ihe effects of the expiry and non-renewal of our Major contract with Surrey County Council and subsequently the contract with the Royal Borough of Kingston upon Tharnes, the brought fon¥ard reserves have largely been extinguished in managing the transition to our reduced scale of operations. We intend to re-build our reserves to the level of 4 months running costs over the coming years. Risk Mg4nagement The Managemeni Committee and the CEO continue to review the risks to which KAG may be exposed. They implement measures and establish systems to mitigate the effect of those risks where appropriate and this includes reducing overheads. Future Plans KAG is looking to extend partnership working to deliver services KAG is lookin8 to extend the support and services that il can ofTer vulnerable people and to seek the associated funding KACJ is looking to extend advocacy provision beyond its current operational geographic areas KAG is looking to develop management systems for full cost recovery We continue to proactively seek out new funding opportunities to meet identified but unmet needs. New legislalion offers opportunities to expand our capabilities and to be awarded new funding, Statement of Director's Responsibilitie5 The Directors are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United Kingdom Accounting SLqndards (United Kingdom Generally Accepted Accounting Practice). The law applicable to charities in England and Wales, the Charities Act 2011. Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed requires the trustees to prcpare financi￿ statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources. including the incorne and expendilure, of the charity for that period. In preparing those financial statements. the tnjstees are required io select suitable accounting policies and then apply them consistently. observe the meth(MJs and principles in the Charity SORP; make judgements and estimates that are re&sonable and pnJd¢Dt" state whether applicable accounting standards have been followed. subject to any material departures disclosed and explained in the rinancial statements. prepare the financial slatements on the going concern basis unless it is inappropriate to presume that the charity will continue business. The Directors are responsible for keeping proper ac¢ounting records, which disclose with reasonable accuracy at any time, the financial position of the charity at that time and io enable the Directors to ensure that any statement of accounts prepared by them complies with the Charities Act 201 I, the Charity (Accounts and Reports) Regulations 2008 and the provistons of the trust deed. 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. Thc dircclors are responsible for the mainienance and intcgriry of the chariiy and financial infomiation included on the charity's website. Legislation in the United Kingdom goveming the prepardlion and dissemination of the financial statements may differ from legislation in other jurisdictions. DIRF.CTORS ANNUAL REPORT foryegr ended 31 March 2022 Approved by the Directors on I g Oa£&￿ t And signed on their behalf by KAG ADV ACY io EP ENT EXAMtNER'S REPORT We report on the fjnancial stat¢m¢nts for the year ended 31 Ma￿h 2022 which are set out on pag¢s to sixteen which hav¢ been prepared under the historical cost convention. ESPEC IVE RE ONSIBILITI S OF THE TRUSTEES AND The charity's Truste¢s are responsible for the prepwation of the accounts. The ¢harity's Trustees consider that an audit is not reqUI￿d for this year (under Section 144(2) of the Charities Act 2011 (the 2011 Aci)) and that an independent examination is needed. li is my responsibility to,.. Examine the accounts lunder Section 145 of the 2011 Act)- To follow the procedures laid down in the General Directions given by th¢ Charity Commissioners (under Section 145(5) of th¢ 2011 Act). and To $tst¢ wheth¢r particular matters have com¢ to my attention. OF fND PEND EXAMfNE My examination was carried out in accordance with the G¢nernl DTrections given by the Charity Commissioner& An examination includes a review of the accounting record5 kept by the charity and a comparison of the accounts presented with those records. It also includes considerntion of any unusual items or disclosures in th¢ accounts, and seeking explanations from the Tru$t¢¢s concerning any such maiters. The procedures undertaken do not provide all the evidence that would be required in an audit and, consequently, no opinion is given as to wh¢th¢r the accounts present a true and fair viw and the report is limited to those matters sel oul in the statement below. tND NDENT XAMNER In connection with my examination, no matter ha5 come to my attention:_ TEM which gives me reasonAbl¢ cause to beli¢vc thaL in any material respect. the reqvirements.'- (a) to keep accounting rffords in accordance with Section 130 of the 2011 Act. and Ib) to prepar¢ accounts which accord with th¢ accounting records and to comply with the A¢￿unting requirements of the 2011 Act have noi been met. or to which, in my opinion. attention should be drawn in order to enable a prop¢r understanding of the accounts to be reached. 24 Stoneleigh Park Road Epsom Surr¢y KT19 OQT SLOANE WTNCKLESS & CO Chartered Accountants KAG ADVOCACY CIO STATEMENT OF FtNANCIAL ACTIVITIES FOR THE YEAR EIYDED 315t MARCH 2022 MARCH 2022 MARCH 2021 Rtstrltttd funds Unrestrleted Total Funds fththds Total Tthl Funds Total Intome *Trd F.Trdowments Incom¢ from Charitable a¢tiviti&q Other trading aciivities Income from Invesiments Donations and Legacies Other Incorne Total 36.568 89.901 12A469 123,081 2,559 2,559 1,195 129,028 124,276 F.xpcnditure Exp¢nditure on Raising Fundraising trading Inve4tment management coms Expenditure on Charitable aclivilies (hher Expenditure Total 10.275 10,27S 7.937 36,568 92.474 129,042 111,266 36,$68 102,749 139J17 119.203 Net incomel(expeTrditure} (JO.289) (10,2891 5,073 Transfers Transfers between funds Net Ineomel{expendSturn} (10.289) (10.2891 5.073 Total funds brought fonv*rd (10245) (10.245) (15.318) Totsl funds ￿TrIed fonv*rd 20.534 10,245 .11: ADI'OCACI. CI() BAI..4NCF. .SHEET ,IS .4T 31ST M.4RCH 2022 MARC MARI-11 ?o?I Tc)lal Fund5 Total Fund5 Filed .44*¢1s Current A55tl$ Debwrs 10 20.7.1S Toi*l Curr¢ni ?0.74 Li*biliii¢ Lr¢diiLYs. amoun15 fallinbTr du¢ ￿lIhi￿ one leor .Yet C-urreTrt Total .4ss¢1% Lbabiliiies IIU.74qI Funds R¥siriilkd inLiJnK' tunds linr¢siricied Income lunds 120.U4) 1102451 Tot¥1 fuThds 711434 ApproiLxl by thL t3oard of l)irvLliir% on 18 rws. The ffj#of a￿% # trort%ferTed kn 4 s￿lf￿ T¢gtrK*d fuTrJ vhere Ihcy ￿¢ depr￿lated d) Volunteer help and gift$ in kind Thc Val￿ of any volutttary help 8ifis in kiTrJ recti¥%d is Tr)t intP* p*wurts ￿ Li d¢s¢TiF¢d in th¢ Twrt of th¢ ¢n¢w. el Mana8¢ment aThd administrati¢ Mana8ement aTrJ admini8tr8l￿￿n eosts represem exr*Thlitwe irtwred in chaTIty % aciivrt￿% in complMrKe Co￿1￿*￿)￿1 Stri￿ Irquire￿￿w% D Fund accourttin8 The cknity maiN&￿ tyT¢s offwth AS folb) Uttestricted F￿a￿ThESe art Tr￿1￿￿ for th¢ Ob￿Cts of the ¢haTity Witho￿ J S￿lf￿ pwpo¥¢ g) In￿￿[￿0￿ wilh marry other0T8arWtK)￿ Six fjr*4 to ￿siSt with prep8r8tion of rm￿￿111 stsiemtrts 2 Try$tees' remuneratio In a¢COTdartt with the charitgs cOr￿￿￿t￿mI ￿£<1¥￿d m retnur*ralh)n orextAxs. 3 Income from Chari¢xble *ctivities R￿tr￿led 2•22 2021 fvnds Totsl 36568 89,9Jl 126 123,081 36J68 89.wl 123,081 KAG ADV(KACY CIO NOTES TO THE ACCOUNTS FOR THE YE4R ETr4TIED 31sr MARCH 1022 5 Donat￿￿$ Ind Leyti¢s Restricted 1S1Ttslr*trd 2•22 Tot•1 2021 lot*1 Doi*titsN$ lod L*yeits 2559 Tothl 59 6 Expendit¥re Raivilli f¥Dd# ResiTlctrd 2•22 Totsl 1021 r•*d• Total C0T¢Ex￿￿dItUr¢ IO%of unr¢sr￿￿dtXFtty]L 10275 10375 7.937 10275 7.93? 7 Expendlture on Ch#rilAbk •¢tivitits Rejtritled Il•rtstritttd 2022 Totsl 2021 To¢DI SDIfir￿S andN4l¥JMI Ir•Jy**¢ Rent rnt¢S Teltptrwe Voluntttr Exrthes ExpensesCla1￿ Tnvellin8& F¢A Contrath. P￿b1.&￿dW. wom I 1shiin81￿J Ile411Tr8 Pnoiin8 ond S¢•i￿r officejcomr￿f¢1 ExF¢A su￿/ FundTh￿ Bank che￿ 117296 92.886 15,042 870 1.076 2.802 lJ14 677 771 I￿24 fj12 lJ97 lJ97 835 686 752 A¢&)￿￿10*¢Y f L￿."10 voIuDtsry ui¢(qi (1027 {IllJ75} Totsl 36J68 92.474 129J42 111266 pw12 KAG ADVOCACY CIO NOTES TO THE ACCOUTr4TS FOR THE YEAR ENDED 31ST MARCH 2022 8 Moveme￿1 ID Fwids Fund Balances brought forward Fund Balances earTied forw*rd Incomimg OutgOlDg R¢50ur¢e5 Funds Unrestricted Funds (10245) 102.749 {20,$341 R¢strithed Funds 36.568 36,568 Total Funds 110.2451 129,028 139,317 120,5341 9 Tangible Flx¢d Assets ffice Cost Computer Equipment Totsl At l April 2021 Additions Disposals At 31 March 2022 12.593 7.178 19.771 12.593 7.178 19,771 Depreciatlon AI l ApTiI 2021 Charge for the 12,593 7.177 19.770 Ai 31 st March 2022 12.593 7,177 19,770 Iyet b￿￿k value At 31 MARCH 2021 At 31 MARCH 2022 10 Debtors 21122 2021 Prepa￿nents and Accrued Inc￿]¢ 11215 pye 13 K4G ADVOCACY CIO NOTESTO THE ACCOUNTS FOR ThE YFAR ENDED 31&r MARCH 21J22 wis 31.75• 31.tsjj 12 T*x*liwk 13 Re#ri¢iedfv• 67 S.S21 LAFL Crmtndoe 1$950 9.163 ¢￿Id 19Re¥wX•E U12 175 E¥ SAwxCrywC4xu￿I 1?.1fy2 Fwds KvAG￿l LBC¥ LBCro) l. B Edini l524 111.t*7 )92 LBM¢nc sji LB5 376 L R L¢￿￿tICitye￿￿iI Sthiwtr 473 416 15*1 L512 Royd SLw& c￿t￿r ni wjkeknTr￿ C*¢ 3J36 3.173 lJ92 120.469 1021 12j.wdi KAG ADVOCACY CIO NOTES TO THE AccouNfs FOR THE YEAR ENDED 31st MARCH 2022 16 F.mployee Resour¢es The t￿al remuneraiion paid was as ftillows'.- 2022 2021 Salaries and wages Sttial security costs Pension Contributions 88.214 4.054 618 92.886 117,286 No employees receiveA emoluments of mcrt ihan £60,000. The charity operates a stakeholders pensicffi scheme and makes contributions to this sch&ne.