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THE LIGHT DRAGOONSCOLONEL’S APPEAL
To give enduring support to Light Dragoons wounded on operations or
in regimental service, to their families, and to the families of those killed in
the line of duty.
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)Fund/Benchmark 3 months 1 Year 2 YearsColonels Appeal 5.7 16.1 17.7APCIMS Balanced 5.7 18.7 16.3FTSE 100 6.0 22.8 18.8FTSE All World Ex UK 8.8 27.9 20.7FTSE Gilt 3.0 3.6 17.9
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 28 March 2011
Royal Geographical Society Organised by
Paul Gummer and Adam Smith
2 February 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 £6,200Ex LCpl XXXXX £1,210
Benevolence Provided to Date
41 cases - £56,000
Some of those recently assisted:
Tpr XXXXX £6,200Ex LCpl XXXXX £1,210Ex Sgt XXXXX £1,851
Benevolence Provided to Date
41 cases - £56,000
Some of those recently assisted:
Tpr XXXXX £6,200Ex LCpl XXXXX £1,210Ex Sgt XXXX £1,851L/Cpl XXXXX £6,260
Benevolence Provided to Date
41 cases - £56,000
Some of those recently assisted:
Tpr XXXXX £6,200Ex LCpl XXXXX £1,210Ex Sgt XXXX £1,851L/Cpl XXXXX £6,260Mrs XXXXX £9,753
Benevolence Provided to Date
41 cases - £56,000
Some of those recently assisted:
Tpr XXXXX £ 6,200Ex LCpl XXXXX £ 1,210Ex Sgt XXXXX £ 1,851L/Cpl XXXXX £ 6,260Mrs XXXXX £ 9,753Children's Christmas Donations £ 2,000Thirty Five Other cases £28,729
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