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 t*rri¢d forward
4240
4240
(23,697)
p*ge 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 B*Dk
Ttstal C'urrent A￿ts
17.lgy
Ll*bllliies
I rLLllilf%.' amounLS lalling duc iiithin
4OJ9-
¢t CurreDt .4ssets
4239
1 ?3.698
Tot*1 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
ch￿1r￿4*11
Jobtt H*lleit
Trn*5urer

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.
I￿oct-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 fiT￿￿1￿ 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¢o￿Iin8 8t￿ Rcportsng by Ckn"ties.'
Statement of Re¢oTtyDet)ded Pr￿ce 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 Fina￿1￿ Re￿ Standard 8pplKable in the UK and Republic of Ire181
IFRS 102) leffeciive l January 20I5y. 8nd tht Chartties A￿2011 Tr finar￿￿81 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 capits1￿d depr￿JabI.
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 incI￿je0 in thexcounts is
ducribtd In the TeFQrt of the
¢) Management and admmistration
Mana8ement and admini￿ratIon 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 m￿nI￿[L% vanous tyFW of &8 follows..
Restrietrd funds- lkne tTt to be us¢d onty for wific p￿r￿ C￿ orus of OF*ration
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 0￿SIze atwl u¥¢ 0ur*eou￿tsto &8SiSt with the
prcpgrntion of financid ststements
2 Trnstets, remuDeration
3 1Dcome from Ch*rit*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 ￿g￿e1c5
Rtstridtd
UNreJtric
2024
futtds
fllnd5
Tot*1
Totsl
l)oll*tiDn$ 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•￿￿n8VoI￿thry 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 f*lliDtduewbthiu
Other CTethtQf5
Il752
11917
Il752
12 T*x*tion
13 Fvndj
UnreJlTiCted
R*AtrtiCted
14 Equ￿ OpportUDitiel
KAG Advow CIOii c¢￿￿btle0 Opptytsm
15 Incom¢
2•24
16
Byxcknell Fornst C(Jw￿￿]
BrisEoI City COW￿1]
Buckn County cou￿1
CAF Or8ni
Combnd8e HOU￿ & Taltm
CFJnbrid8¢ Road
Central NLwth W¢# L(th NHS fM#{H¢rftt•l
CrowdfvDdin8
Dcrbyshirc LOW Cow*l
EE3t Suswx CouNyCourKil
th.vo Ag You Liv¢
H4￿P3hir* C¢wity Cour4￿1
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 TD￿r Ham]¢
LB WAndsworth
L¢ir¢s¢¢TCity Ccxwv￿l
Calalyst
Naknonal Lotttty
Natio￿&1 Schizophmia
NHS Swr¢y Hcattlallds
NHS SWtAmdon
Norfolk CO¢￿ty cou￿￿
Ponsmollth City Cow*il
R¢y#l BOrty￿h of KeDgill8ton& Cb¢l8¢•
Roya] Borou8h ofKuWffi
Royal Si¥& G8rt¢r
Swthtyoji City
Southend CityCO￿lI
Stockport MBC
Sundry
35
1,472
4,691
372
320
3J31
965
62$
759
17.432
)4
135)
1281
{510)
TraiDin8
'Oi¢eabilityChesbire Wr*t
Wftlsin8ham Cty
West Sussex Cow Cow*il
westsni￿St￿C7tyCQts￿I[
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