KAG ADVOCACY CIO
FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2024
CHARITY NUMBER 1154696

KAG ADVOCACY CIO
DIRECTORS, ANNUAL REPORT- Year ended 31 March 2024
The Directors (Trustees) are pleased to present their report with the financial statements of the
charitv for the year ended 31 March 2024. The Directors have adopted the provisions of
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 l January 2015).
Legal and AdmiDlStrative Details
Status
Charitable Incory)orated Organisation registered November 2013
Charity Number 1154696
Principal Address Endeavour House
2 Cambridge Road
Kingston upon Thames
KTI 3JU
Directors
RF 'Jim' Green
John Hallett
Helen Clarke MBE
Kathy Gardner-Brown
Elangco Balendra
Vanya Sharnia
Denholm Hesse
Nairn Salam
Chair
Treasurer
Bankers
The Royal Bank of Scotland
Richmond branch

23A, The Quadrant
Richmond upon Thames
TW9 IDF
Independent Examiner
David Jerram FCA
Staithe House
3 Boyle Farni Road
Thames Ditton
KT7 OTS
The Directors
The directors who served the charity during the year were as follows: _
RF 'Jim' Cyreen
John Hallett
Helen Clarke MBE
Kathy Gardner-Brown
Elangco Balendra
Arinola Ologunleko
Vanya Sharnia
Denholm Hesse
Naim Salam
Chair
I'reasurer
Structure, Governanee and Management
KAG Advocacy CIO (KAG) is governed by a Management Committee (the committee) comprised
of the Directors. who are also the Trustees. They are re-elected by roiation at the Annual General
Meeting (AGM).
Sue Boakes, CEO, has day to day management of KAG and is involved and consulted on all
aspects of KAG'S business, as are staff and volunteers.
Potential Directors are sought by open advertisement or by referral having regard to skills
requirements for the committee. After initial meetings with the CEO, the Chair and the committee
to 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 Cornrnission guidance on the role of the Trustee.

The Management Committee meets once every month as a full committee. In addition, from time
to time it establishes sub committees to look at specific issues- e.g. Quality, Personnel, Marketing,
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 to provide a range of advocacy
services in response to various needs. This office also provides the management and administration
for KAG. and these core costs are funded by management fees from the various proj¢cts.
Achievements and Perforniance
KAG continued to deliver a range of different advocacy services to vulnerable individuals in its
catchment area. This was funded by service level agreements.
The services included:
General Advocacy-. The service provided short to medium tem] advocacy support to
people with mental health problems in order to help them resolve crisis/complex issues.
This involved ensuring that they were fully aware of their rights and provided with all
relevant inforniation. This service w&s provided by both paid and volunteer staff.
Appropriate Adult Service- Provided support to vulnerable detainees in Kingston police
station's custody suite.
Relevant Person's Representative- KAG is commissioned by various local authorities
to act as a person's representative whilst their Deprivation of Liberty Safeguards
authorisation is in place.
Spot Purchase- KAG is COTnrnission¢d by local authorities to provide specific statutory
advocacy roles such as IMCA and Advocacy underthe Care Acl. In addition, for this period
we were sub-contracted by Hestia to provide Advocacy under the Care Act for people
living in Hounslow.
Specialist Advocaey in Hospitals
KAG provided a full range of advocacy services
including the role of the Independent Mental Health Advocacy at the Horton Rehabilitation
Hospital.

KAG also delivered the following projects which were funded by grant making charities.
Mentoring- a project to support vulnerable pcople 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 take 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.
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 advocacy, befriending and support to the residents at
the Royal Star and Garter
Ukrainian Refugees- providing initial advice and integration work to refugees from
Ukraine who have settled into the borough.
Other Income Sources
As an accredited training and assessment centre for the Prince's Trust Qualification, KAG
perfomied these services for other service providers on a fee-paying basis.
Human Resources
In total KAG employed 14 staff, some on a part time basis. All staff were managed by the CEO
with the support of the Management Committee. Staff meetings werc held at regular intervals and
staff members were encouraged to participate fully in the business of KAG.
Volunteers
Key to KAG'S continued success is the involvement of volunteers in all aspects of its operations.
During the year about 12 volunteers worked with KAG principally involved in providing Citizen
Advocacy, Befriending and the Appropriate Adult Service.
Interns
During the year KAG has provided 4 interns from Kingston University, St Mary's ljniversity and
Royal Flolloway Univcrsity each with a 50 hour placement principally working on advocacy and
Appropriate Adult work.

Financial Review
The details are set out in the attached Financial Statements.
Reserve Policy
In the past we had maintained Reserves at a level of approximately 4 months of running costs.
However, since 2017118, in which we have experienced the 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 Thames, the brought forward 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 Management
The Management Committee and the CEO continue to review the risks to which KAG may be
exposed. They implement mcasures and establish systems to miligale the effect of those risks
where appropriate and this includcs reducing overheads.
Future Plans
KAG is looking to extend partnership working to deliver services.
KAG is looking to extend the support and services that it can offer vulnerable people and to seek
the associated funding.
KAG 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 legislation offers opportunities to expand our capabilities and to be awarded new funding.
Statement of Director's Responsibilities
The Directors are responsible for preparing the Report of the Trustees and the financial statements
in accordance with applicable law and Unitcd Kingdom Accounting Standards (United Kingdom
Generally Accepted Accounting Practice). The law applicable to charities in England and Wales,
the Charities Act 201 I, Charity (Accounts and Reports) Regulations 2008 and the provisions of

the trust deed requires the trustees to prepare financial 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 income and expenditure. of the charity for that period. 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 CharÉty 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
financial statements. prepare the financial staternents on the going concern b&sis unless it is
Anappropriate to presume that the charity will continue in business.
The Directors are responsible for keeping proper accounting records, which disclose with
reasonable accuracy at any time, the financial position of the charity at that time and to enable the
Directors to ensure that any statement of accounts prepared by them complies with the Charities
Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions 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. The directors
are responsible for the maintenance and integrity of the charity and financial inforn]ation included
on the charity's website. Legislation in the United Kingdom governing the preparation and
dissemination of the financial statements may differ from legislation in other jurisdictions.
DIRECTORS ANNUAL REPORT for year ended 31 March 2024
Approved by the Directors on 16 October 2024
And signed on their behalf by
Chair of the Trustees

KAG ADVOCACY CIO
STATEMENf OF FINANCIAL ACTivrriES FOR THE YEAR ENDED 31st MARCH 2024
MARCH
MARCH
2023
2024
Restricted Unrestrieted Totsl Funiig
funds
funds
Total Funds
Notes
Income and Endowments
Income from Charitable activilies
Other trdding activities
Income frorn Inveslments
Donations and Legacies
Other Income
Total
15,928
134.239
150.167
169.815
4.028
4,028
3,747
15.928
138267
154,195
173,562
Expenditure
Expenditure on Raising funds
Fundraising trading
Investmenl managernent costs
Expenditure on Charitable a¢tivitie$
Other Expenditure
Total
14,335
14J35
13.636
15.928
129.014
144,942
157,680
15,928
143J49
159277
171,643
Net incomel(e%penditure)
(5,082)
(5,082)
1.919
Transfers
Transfers between funds
Net in¢om¢l{expenditure)
(5.082)
{5,082)
1,919
Total funds brought forward
{18,615)
(18,615)
{20,534)
Total funds carried forward
{23,697)
(23,697)
(18.615)
P*Et 9

KAG .4DVOCACY CIO
B.4L.4ICE SHEET AS AT31ST IMARCH 2024
11.4RCH
2024
l ot81 Funds
I..IRC'H
ole
TLilal Fuii¢J
Flxed 4sset$
I'urreni .4ssets
Ik.h14br
17.199
Toial Current .4ssets
17.199
16.15%
Li•bilitie5
L'reJiii)rN. dThKiuni4 lillinb li Iihin i)r￿. !Lor
40J97
.14.774
ei Curreni ..lsstts
123,6981
Total .4&$eis les$ Liabilitie5
?3.697
Funds
R¥*'.ri¥l¥d iniiimL lund
nr¥%ifiil¥J Iniiim¥' lunJ
ij
123.64)71
Total fund5
.4pproked b! lh¥ Board of t)ireciors on
IfvOct-24
and %ibFned on ils behaifbi
RF ',lim' C*retn
C'hairman
-<_ .
John 114llett
Treasurer
p*wl

KAG Advocacy CIO
INDEPENDENT EXAMINER'S REPORT
I report to the trustees on my examination ofthe financial statements of KAG Advocacy CIO for the year ended
31st March 2024.
The charity's Trustees are responsible forthe preparation of the accounts. The charitys Trustees consider that an
audit is not required for thisyear (under Section 14412) ofthe Charities Act 2011 {the 2011 Act) and that an
independent examination is needed.
INDEPENDENT EXAMINER'S STATEMENT
I confirm that no matters have cometo myattention in connection with the examination which gives me cause to
believe that in, any material respect:
I the accounting records were not kept in accordance with section 130 ofthe Act. and
2 the accounts did not accord with the accounting records; Of
3 the accounts did not complywith the applicable requirements concerning the form and content of accounts
Set out in the Charities {Accounts and Reports) Regulations 2008 otherthan any requirement thatthe accounts
give a 'true and fair, viewwhich is not a matter considered as part of an independent examination.
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 orderto enable a proper understanding of the accounts to be reached.
QdtsL_
DJ Jerram FCA
Staithe House
3 Boyle Farm Road
Thames Ditton
Surrey KT7 OTS
P*gt 11

KAG ADVOCACY CIO
NOTES TO THE ACCOUPUS FOR THE YEAR ENDED 31ST MARCH 2024
l Ae¢outtt5ng poli¢les
al The fiTwKial ststejnents of the chan"ty. which is a public trKnefit entity under fRS 102. have Fttn prepgred
In accordance the Char]'tie5 SORP IFRS 102} A¢¢Ow￿1n8 and lict￿ byChan"ties"
Ststement of Recommended Ptxttce applithle ￿ dJan"t*s swewin8 their wunts in wrdatv with the
FiTMiCta] s￿thd applicable in the UK arxl Republic of ITeland (FRS 102){effKtsve l Janwy 2015y.
FinwK5a] R¢pothg SthTthrd 102 The Fin3T￿l￿1 Reporting Star¥Jard app1￿abk in the UK ￿ Republi¢ of Ireland
{FRS 102) l¢fftctive l January 20151,. and the ChHn"tics Aet 2011 Tr financial statements have been
prepared under the histontsi tost eonveniion. These fir￿181 statelnents have l*en werAted in have been prepAre
In compliance SORP IFRS 102) atyl the financi￿ Sta￿ applic4bie in the UK aryj Rcpublic of Ireland.
bl Basis of accounting
IrKorne and expenditure arc *¢O￿Ted for w an trtcnmls b&%is.
Voluntary iN￿rne. namety dOn￿lor* and irwnt incI￿lIn8￿lrntl￿x￿￿ is
irKluded In fvll In the Ststement of Financthl A￿"¥I￿eS whert ￿¢¢iV￿A.
Gronts are irKI￿d in full in the Staterne￿ of Financ￿ Activitsts for ￿ pr ￿ which tlxy 4yly.
¢1 Fixed Asg¢L8 are forthe wle ￿ of the ¢Fthn"ty In fUlfillu￿ its obj￿￿¥￿ and arecapItslts￿ and depreaata.
Depreciaiion Is Provided to write off the of over its a8tim&ed useful lift. whid) ¢omputeT
Equipment is thrtt ye8rs aThJ five y¢orn The crth of tkne is tfafL*ferrul to ttspecifie restrictrd
where Ilw are depTecia*d
dl Volunteer help and ￿'ftS in kind
The value of any voluntary help ond 81ft3 in kind rettived not in the ￿e1￿mts but 1$
d¢xriW in the re[￿ of the tru5te¢s.
el Management and administration
Managcrncnt and *Jministrntion costs represent extxnditure incurred in managing the
chantys actLVltJes snd in compllance wth ¢on3tittttional aTrJ statutory r4uirements.
n Fund a¢countin8
The chanty majntsjns Vario￿ types of &s foll
Reskneted fi￿d$• These are to be onty for wific or 8reag Of0r￿li0￿
Unrestrictcd Fun&The3¢ arr in¢ome rK¢i%rd for the obJ"¢¢* of the dwj.ty b￿Wthrtrta spe¢ifJ¢ pwpose
81 In wnmon with mwly other organJsaiÈorL4 of oursize and nature. 0ttraee0w￿ts to &&8iSt wryth the
preparntion of fin￿￿1￿ statements
2 Trustees, remuDeratiOD
3 Income from Charitsble a¢¢iviti
Restricied
2024
2023
fuods
funds
Totxl
134.867
i￿795
126.469
15.928
134.867
iSL795
126.469

KAG ADVOCACY CIO
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST MARCII 2024
S Donitions and Lw¢ieJ
Restritkd
Uorutrthd
fullds
2011
fuMd*
TotAI
Total
4m8
3.747
T¢)tsl
028
3.747
6 EJptndltyr¢ oh RfitslDg lllnds
Re*tritted
h*ds
U*res¢Ti¢
2024
2023
Tol•l
Tots
Coye Exrmliture IO% of UDTtSt￿ex￿￿Ijtt￿t
14.335
13.636
Totsl
14.335
14J35
13.636
7 ExpeDdltyr¢ on c.h1n￿b]e at¢ivi¢i
UMrt41Tl¢t•J
2024
Total
2023
Tot41
S•l•nes 8ndNational In5W*t
Rent and rate
lJ.419
120.767
149.107
11.028
193
Telephone
Volunl¢¢T EX￿￿5
¥r*nses Claim. Trnv¢llin8 & otF¢r
Fee5. Contra￿. Publ.&Adv. wom
G85. Li8hiingand Hethn8
Pnntsn8 and Stattonery
otYLcelCotnWer ExF¢n5¢S
sUndrylFwJd￿SJtt￿ Prnfessional
Bank
I￿8￿[AnCe
Ac¢ounw fee
936
7,774
3,173
155
1.3Y4
1,$47
45
96
3.128
768
447S
853
2.034
835
844
l J85
Less'.10 % ¢0# of gerkrthn8 volunthry
114.3351
114J35)
113.6361
Total
15.928
129.014
J44,942
162.389
13

KAG ADVOCACY CIO
TrIOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2024
8 Movement in Funds
Fvnd
Balances
brought
forward
Fund
Balances
carried
fonvard
locoming
Resourees
OutRoing
Resources
FuDds
Unrestricled Funds
(18.615)
138.267
143.349
{23.697)
Restricted Funds
15,928
15,928
Total Funds
(18.615)
1$9,277
(23,6Y71
9 Tangible Flxed Assets
Office
Cost
Computer
Equlpment
Totgl
At l April 2023
Addilions
Disposals
At 31 March 2024
12,593
7.178
19,771
12.593
7.178
19.771
Depreciation
At l April 2023
Charge for the year
12.593
7.177
19,770
At 3 1st March 2024
12.593
7,177
19.770
Net book value
At 31 MARCH 2023 & 202
10 Debtors
2023
2022
Prepayments and Accrued Income
17,199
16,158
14

KAG ADVOCACY CIO
NOTES TO THE ACCOUNTS FOR THE YEAR EPIDED JIKr MARCH 2024
II Crtdit•Yg- f*llin¥ dut *lthib one yeArl
Other CT¢thiors
Bank Over¢Jraft
11gZ7
30270
34.TF4
12 TALqtiOD
13 Fund3
Ullrestritltd
Rt*tri¢ttd fyDds
14 Equal Opporlunities
KAG Advow). CIO crnitted 10 Eyl OFVrfW"kn
IS ltyeothe Ath*1￿1$
1024
21J23
Achie￿7￿￿ for Children (A￿)
61
Arnold Clarke
Brgeknell FoYt# c￿M¢a
Bnstol CC
CAF Gmt
Carnbndge HtyL*t & T8]tr>
Cambndge RoAd
CeDtya] and North West L(th NHS Tn& Ilk￿)
Crowdfvnthn¥
Dorgei Cow)ty Ctym¢il
East Suswx Com CowKLi
Fl$mpsh￿¢ County Coun¢il
FleathTOW Comrnunjty
Kin8slon Chantllblt Fth
LB Brenl
L B Croydryj
L B E￿Ing
T. Fl Hounslow
L B Merton
L B Ne%4tham
L B Tow¢T H￿¢¢$
LB Wand3worth
Ikice31cr Cjty Coth%il
IA)ndon Clltaly3t
ndon lKaThIn￿SF
IA)ndon Learning Ki¢k*art
NHlional Srhizop]tsw
NHS SW
Norfolk County CowKil
Portsmouth City Cow)¢il
ROYRI Bon)ugh of & Ch
Royal Borough of Km8StOD Th*ll
Roya] Star & Ggrtcr
Sola¢¢ Women IiAbynDthI
Southampton City Coun¢il
Southend Borough COW￿11
Stockrth MBC
Sundry
YT*min8
Vo]coabibty Cbeshire We
Wal$u￿barn Care
West Swsex C(xty Ci
WeStsMJ￿er City CowKIl
6.735
105
18.346
13LTh)
9.095
1918
845
250
26.104
1.897
1.745
631
714
818
3.331
497
50
4$
420
3J21
4.309
24.737
3,605
9.766
21121
1.650
1.617
635
é67
1517
1.957
14.475
150.167
1$

KAG ADVOCACY CIO
NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31st MARCH 2024
16 Employee Resourees
The total remuneration paid w&% &8 follows:.
2024
2023
Salaries and wages etc.
Social security costs
Pension Contributions
126,183
7262
741
142,750
5.581
776
134.186
149.107
No employees received emoluments of more than £60,000.
The charity operates a stakeholders pension scheme and makes contributions to this scheme.
p*ge 16