KAG ADVOCACY CIO FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2025 CHARITY NUMBER 1154696
KAG ADVOCACY CIO DIRECTORS, ANNUAL REPORT- Year ended 31 March 2025 The Directors (Trustees) are pleased to present their report with the financial statements of the charity for the year ended 31 March 2025. 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 Administrative Details Charitable Incorporated Organisation registered November 2013 Charity Number 1154696 Status 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 Naim Salam Chair Treasurer Bankers The Royal Bank of Scotland Richmond branch
23A. The Quathant 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' Green John Hallctt Helen Clarkc MBE Kathy Gardner-Brown Elangco Balendra Arinola Ologunleko Vanya Shama Denholm Hesse Naim Salam Chair Treasurer Structure, Governance and Management KAG Advocacy CIO (KAG) is govemed by a Management Committee (the committee) comprised of the Directors, who are also the Trus*es. They are re-elected by rotation 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 stsff and volunteers. Potential DirectOTS 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 Commission 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 alld 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 administralion for KAG, and these core costs are funded by management fees from the various projects. Achievements and Perforn)anee 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 term advocacy support to people with mental health problems to help them resolve crises/complex issues. This involved ensuring that they were fully aware of their rights and provided with all relevant information. This service was 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 commissioned by local authorities to provide specific statutory advocacy roles such as IMCA and Advocacy under the Care Act. Specialist Advocacy in Hospitals KAG provided a full range of advocacy services including the role of the Independent Mental Health Advocacy at the Horton Rehabi l itation Hospital.
KAG also delivered the following projects which were funded by grant making charities. Mentoring- a project to support vulnerable 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 take a more active role in their community. Benefits- with funding KAG was able to provide specific projects, to support vulnerable people to apply for universal credit and other welfare benefits and to help manage their debts. Ukrainian Refugees- providing initial advice and integration work to refugees from Ukralne who have settled into the borough. Focus Groups- with funding KAG was able to facilitate focus groups of vulnerable people to obtain their views on experiences of using NHS services and recornmendations they have to improve these services ion the future Other Income Sources As an accredited training and assessment centre for the Prince's Trust Qualification, KAG perfornied these services for other service providers on a fee-paying basis. Human Resources In total KAG employed 13 staff, some on a part tirne basis. All staff were managed by the CEO with the support of the Management Committee. Staff meetings were held at regular intervals and staff members were encouraged to participats 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 13 volunteers worked with KAG principally involved in providing Citizen Advocacy, Befriending and the Appropriate Adult Service. Interns During the year KAG has provided J 5 interns from Kingston University, St Mary, s University and Royal Holloway University 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 KAG no longer benefits from major long tenn contracts and has successfully transited to the new environment of flexibly managing our operating costs with our income base which is more short tem] in nature. During this period of transition we extinguished the previous reserves and for a period had a negative position. We have now successfully rebuilt the reserves to a small positive level and our ambition is to build our reserves to a level of 3 months running costs. Risk Management The Management Committee and the CEO continue to review the Thsks 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 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 DArector's Responsibilities The Directors are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United 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 Ihat period. In preparing those financial statements, the trustees are required to select suitable accounting pol icies
and then apply them consistently; observe the methods and principles in the Charity 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 statements on the going concem basis unless it is inappropriate 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 ljnited Kingdom governing the preparation and dissemination of the financial statements may differ from legislaiion in other jurisdictions. DIRECTORS ANNUAL REPORT for year ended 31 March 2025 Approved by the Directors on 22 October 2025 And signed on their behalf by Chair of the Trustees
KAG ADVOCACY CIO STATEMENT OF FINANCIAL AcrivrrIES FOR THE YEAR ENDED 31st MARCH 2025 MARCH MARCH 2024 2025 Restricted Unrestricted Total Funds No¢eJ funds funds Total Funds IJ)come and Endowments Income from Charitable activities Other trading activities Income from Investments Donations and Legacies Other Income Total 15,882 168.647 184529 150.167 2,224 2324 4,028 15,882 170071 186,753 154.195 Expenditure Expenditure on Raising funds Fundraising trading Investment management costs Expenditure on Charitable activities Other Expenditure Total 14,293 14,293 14,335 15,882 128.641 144523 144,942 15082 142,934 158,816 159,277 Net incomel(expenditure) 27.937 27.937 (5.082) Trnnsferj Transfers between funds Net ineomel(expenditure) 27.937 27.937 {5.082) Totsl funds brought forw8rd (23,697) 123,697) {18,615) Total funds trri¢d forward 4240 4240 (23,697) pge 9
IL4C .4DN'OCACY CIO B.4L&fiCE SHEET AS.4T 31ST_M.4RCH 2025 M4KC=II L,IRi H 20.4 Toial Fund5 TotAI Fund5 Filed .4fise(s C-urrent 4sset% 10 2.727 12264 14.991 17.199 l ¥sh ni BDk Ttstal C'urrent Ats 17.lgy Llbllliies I rLLllilf%.' amounLS lalling duc iiithin 4OJ9- ¢t CurreDt .4ssets 4239 1 ?3.698 Tot1 Assets less LlabiliiitS 4.•40 ?j.(?g1) RL%iriilLd incomc tund Inresirici¢>J inttimk lunds 13 13 4240 12Jth9", ) -roi#l fuDd 4.241) i ) j.l)y7 4ppwi¥d bv Ihe BL)ard ol" Dircciof5 on and signed on Its behxll- hv Rfr 'Jim' Lretn ch1r411 Jobtt Hlleit Trn5urer
INDEPENDENT EXAMINER'S REPORT I report to the trustees on my examination of the financial statements of KAG Advocacy CIO for the year ended 31st March 2025. The chartys Trustees are responsible for the preparation of the accounts. The charivs Trustees consider that an audit is not required forthis year (under Seclion 14412) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed INDEPENDENT EXAMINER'S STATEMENT I conflrm that no matters have come to my attentlon In connectlon wlth the examlnatlon whlch gives me cause to believe that in any material respect: l. the accountingrecords were not kept in accordancewith section 130 of the Act; and 2. the accounts did not accord with the accounting records. or 3. the accounts dld not comply with the applicable requirements concernlng the form and content ot accounts set out in the Charities IAccounts and Reports) Regulations 2008 other than any requirement that the accounts give a'true and fair, viewwhich is not a matter consldered as part of an independent examination. I have no concerns and have come across no other matters In connectlon wtth the examination to which attentlon should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Ioct-25 D J Jerram FCA Staithe House 3 Boyle Farm Road Thames Ditton Surrey 7 OTS Page li
KAG ADVOCACY CIO NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 202S l A¢couttting policies al The fiT1 siatements of the charity. Mthich is a wblLC benefit enlity under FRS 101 Imve prqATtyJ in accordance w]th the Chantie5 SORP IFRS l02)'Ac¢oIin8 8t Rcportsng by Ckn"ties.' Statement of Re¢oTtyDet)ded Prce applicable to chantses preF•rll their CoUl in wrd8[e with Financi81 Rewrtsng St8ThJ8Td applithle tnthe UK aTKI RewNtc of Irelsnd (FRS 102) lefftttsv¢ l January 2015y. Financi8] Reporting StaTthrd 102 Tr Fina1 Re Standard 8pplKable in the UK and Republic of Ire181 IFRS 102) leffeciive l January 20I5y. 8nd tht Chartties A2011 Tr finar81 statemffits have been Prep ullder hisioricai cost convention. Th¢s¢ financial st8trmcnts h&v¢ Fttn Prepared in have bett) prepsrEd in complJan¢¢ wjth SORP {FRS 1021 ar¥J thc firwKia] stsnd8rds applicable in UK Rcwblic of Itcland. b) B&sis of accounting inclth in fvil in the Statemeni of Financial Activitses rtt¢iThl. Grants are irtluded In fvll in the Statttnert of FinarKial Ackn'vitses forth¢ yearto thith apply. c) Fixed Assets •T¢ for thc sole use of the clwity in fulfiUm8 its obj4xtiva¥ are capits1d deprJabI. Depreciation is provided to write off the CO ofexh &49et over its u5¢ful life. which ¢omputeT Equipm¢nt is three years and fixtUrn5 five years. Th¢c051 of th& &8sets is tr8nsfwrgJ kn a srkeific rtstrth fund where they are d¢preethted d) Volunteer hclp And in kind The valu¢ of any volunthry h¢lp 8tfts in kind received is not incIje0 in thexcounts is ducribtd In the TeFQrt of the ¢) Management and admmistration Mana8ement and adminiratIon costs rew¢s¢nt expthdititye m¢UTh in the ¢harity's actlvlties and In compliancc wt)stsiwional 8tKI statutory req¢JiTem¢nts. n Fund accounting The charity mnI[L% vanous tyFW of &8 follows.. Restrietrd funds- lkne tTt to be us¢d onty for wific pr C orus of OFration Unr¢striC] FuthJs-Thue are in¢on¢ Ttteiva4 for the obJe¢ts of the d"ty Imtt Withoui • specific pur g) In common wth rnany other owisatiors of 0SIze atwl u¥¢ 0ureoutsto &8SiSt with the prcpgrntion of financid ststements 2 Trnstets, remuDeration 3 1Dcome from Chrit*bk activities Restritted 2025 2024 f#Rds ds Ttstsl 15.882 168.647 J84S9 150.795 15.882 168,647 184529 150.795 py12
KAG ADVOCACY CIO NOTES TO THE ACCOiJNTS FOR THE YEAR EP4DED 31sr MARCH 21)25 S Dobations •nd ge1c5 Rtstridtd UNreJtric 2024 futtds fllnd5 Tot1 Totsl l)olltiDn$ and Lwei 1224 2224 4.028 Tola] 1224 2.224 4.028 6 Eipendrture 0¢ R•lsltt¥ 2023 2024 fullds Totsl TotAI 14393 14.435 Totsl 14393 14.435 7 V.xpendltyre OD Cb*ril#ble •¢¢iYii Unrtmr 2024 Totsl fu•d¥ Tgt•l S2]aries Nitsonli Imurw Rent and rntcs Tclcphon¢ Voluni¢¢r Expenses ExwJ8es Claim. Trnv¢llÈn8 & rthr Ftt5. Conkn¢L Publ.&Atht. Fyom Ga$. l.i8lktithg 8nd Healing iniingaTrJ SthiiorKry 13.430 519 12Q807 4.674 134J97 5,193 134.186 6,232 1.639 14.751 16J90 1fj848 1.427 146 Surtdryl FuEkn. Profugiotthl Bank Charges IÈL8tsrance 42 375 417 451 95 853 3A75 7$2 836 Accountancy fte 1767J (85ZI 1,539 t."10 %eosEof 8•n8VoIthry itt(Ane {142931 14J9Jl 114J351 15.8r2 128.641 144J22 144.942 13
KAG ADVOCACY CIO NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31ST MARCH 2025 8 Movement in Funds Fund Balances brought forward Fund Balances t#rried forward Oulgoing Resoure Rtsourees Funds Unffstricied Funds (23,697) 170.871 142.934 4240 Restricted funds 15,882 15.882 Total Funds (23.6971 4.240 9 Tangible Flxtd Assets Offiee Cost Computsr Equipment Total Ai l April 2024 Additions Diswjsals At 31 March 2025 12.593 7.178 19,771 12.593 7.178 19.771 Deprtei*¢ion At l April 2024 Charge for the year 12.593 7.177 19.770 At 3 1st March 2025 12.593 7.177 19.770 Net book vAlue AI 31 MARCH 2024 At 31 MARCH 2025 10 Debtors 2O2S 2024 Prepayment5 and Ac¢Yued Income 2.727 17.199 pxge 14
KAG ADVOCACY CIO NOTFS TO THE AccouKfs FOR THE YEAR EPIDED 31sr MARCH 2025 11 Cr¢ditQWJ- {ArtOuDts flliDtduewbthiu Other CTethtQf5 Il752 11917 Il752 12 Txtion 13 Fvndj UnreJlTiCted RAtrtiCted 14 Equ OpportUDitiel KAG Advow CIOii c¢btle0 Opptytsm 15 Incom¢ 2•24 16 Byxcknell Fornst C(Jw] BrisEoI City COW1] Buckn County cou1 CAF Or8ni Combnd8e HOU & Taltm CFJnbrid8¢ Road Central NLwth W¢# L(th NHS fM#{H¢rftt•l CrowdfvDdin8 Dcrbyshirc LOW Cowl EE3t Suswx CouNyCourKil th.vo Ag You Liv¢ H4P3hir C¢wity Cour41 Heoihrow Community FwKi Chwi¢ab]¢ Fw 10$ 726) i5.( 253 1313 15.124 950 1.432 KREC Loul Giwm8 LB Brcnt LBCroy L B Ealin8 L R Hounglow LBM¢rto L B Richmond L B TDr Ham]¢ LB WAndsworth L¢ir¢s¢¢TCity Ccxwvl Calalyst Naknonal Lotttty Natio&1 Schizophmia NHS Swr¢y Hcattlallds NHS SWtAmdon Norfolk CO¢ty cou Ponsmollth City Cowil R¢y#l BOrtyh of KeDgill8ton& Cb¢l8¢• Roya] Borou8h ofKuWffi Royal Si¥& G8rt¢r Swthtyoji City Southend CityCOlI Stockport MBC Sundry 35 1,472 4,691 372 320 3J31 965 62$ 759 17.432 )4 135) 1281 {510) TraiDin8 'Oi¢eabilityChesbire Wrt Wftlsin8ham Cty West Sussex Cow Cow*il westsniStC7tyCQtsI[ 1517 185.342 15Q167
KAG ADVOCACY CIO NOTES TO THE AccouNfs FOR THE YEAR ENDED 31st MARCH 2025 16 Employee Resources The total remuneration paid was as follows'.- 2025 2024 Salaries and wages etc. Social security Costs Pension Contributions 126,029 7,436 832 126,183 7.262 741 134.186 134297 No employees received emoluments of more than £60,000. The charity operates a stakeholders pension scheme and makes contributions to this scheme. page 16