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THE LIGHT DRAGOONS COLONEL’S APPEAL. Total Raised. £888,097. Finances. Money Raised £868,000 Money Pledged£ 20,000 Brewin Dolphin£644,000 Lloyds TSB Bond£ 85,000 Gift Aid awaited£ 10,000 Expenses£ 53,000 Benevolence£ 56,000 Total£868,000. Where From.

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THE LIGHT DRAGOONS COLONEL’S APPEAL

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THE LIGHT DRAGOONSCOLONEL’S APPEAL


Total Raised

£888,097


Finances

  • Money Raised £868,000

  • Money Pledged£ 20,000

  • Brewin Dolphin£644,000

  • Lloyds TSB Bond£ 85,000

  • Gift Aid awaited£ 10,000

  • Expenses£ 53,000

  • Benevolence£ 56,000

    Total£868,000


Where From

  • Charitable Trusts and Organisations£288,542.00

  • Events £265,019.00

  • Personal Donations£231,439.00

  • Virgin Giving Site£ 57,650.00

  • Gift Aid and Investment£ 45,447.00


Brewin Dolphin Valuation and Performance

  • Cash Invested£644,161

  • Current Value£730,401

    Performance (Total % Return to 7/5/13)


Brewin Dolphin How cash has been invested?

  • Liaising closely with the F&GP.

  • Using collective funds (no in-house funds)

  • Best ideas from Brewin Dolphin strategy and collective fund research team

  • Meeting managers face to face on a regular basis

  • Keeping costs to a minimum – institutional rates


The Fantastic Support from Various Trusts

Whitbread

Balmain

Childwick

Winston Churchill Britain at War Museum Trust


The Cheltenham Ball

  • Organised by Dr John and Fiona Disney


Boxing - 5 March 2011LD v Norfolk


Captain James Kayll and team rowing the Indian Ocean April-July 2011


Captain Guy Disney Walking With The Wounded 23 March - 26 April 2011


Colonel Ewen Cameron and Major Neil Cross - Great North Ride 28March 2011


Royal Geographical Society Organised by Paul Gummer and Adam Smith 2February 2012


The Charge of the Light Dragoons Organised by Toby Ward with the help of Barnsley and Newcastle Committees 9 - 10 June 2012


The Regimental Wives Club Calendar for 2013


The Barnsley Fashion Shows 2012


Dr Alice Burridge opens

her garden from 2011-2013


Benevolence Provided to Date

£56,000


Benevolence Provided to Date

41 cases - £56,000

Some of those recently assisted:

Tpr XXXXX£6,200


Benevolence Provided to Date

41 cases - £56,000

Some of those recently assisted:

Tpr XXXXX£6,200

Ex LCpl XXXXX£1,210


Benevolence Provided to Date

41 cases - £56,000

Some of those recently assisted:

Tpr XXXXX£6,200

Ex LCpl XXXXX£1,210

Ex Sgt XXXXX£1,851


Benevolence Provided to Date

41 cases - £56,000

Some of those recently assisted:

Tpr XXXXX£6,200

Ex LCpl XXXXX£1,210

Ex Sgt XXXX£1,851

L/Cpl XXXXX £6,260


Benevolence Provided to Date

41 cases - £56,000

Some of those recently assisted:

Tpr XXXXX£6,200

Ex LCpl XXXXX£1,210

Ex Sgt XXXX£1,851

L/Cpl XXXXX £6,260

Mrs XXXXX £9,753


Benevolence Provided to Date

41 cases - £56,000

Some of those recently assisted:

Tpr XXXXX£ 6,200

Ex LCpl XXXXX£ 1,210

Ex Sgt XXXXX£ 1,851

L/Cpl XXXXX £ 6,260

Mrs XXXXX £ 9,753

Children's Christmas Donations£ 2,000

Thirty Five Other cases £28,729


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