Undergraduate Investment Club Budget
FY2013 (July 1 2012 - June 30, 2013)
Our mission is to unite students interested in investment with outstanding educational and practical experience needed for a successful career. The Undergraduate Investment Club of Carnegie Mellon University will help develop students interest in investment by providing extensive opportunities through events and workshops. In order to accomplish our goals, the Undergraduate Investment Club (UIC) will offer a variety of interactive activities. The club will hold stock competitions of its own on campus to give members a preview of the stock market, and helping them prepare for their future investment endeavors. In addition to competitions, UIC will hold Investment Tutorials for anyone interested in learning about the fundamental strategies of investment.
JFC Rep: Grace Heckmann (checkman)
Summary
| Requested | |
|---|---|
| Expenditures | $2,860.00 |
| Capital | $0.00 |
| Revenue | ($600.00) |
| Final | $2,260.00 |
| Recommended | |
|---|---|
| Expenditures | $1,940.00 |
| Capital | $0.00 |
| Revenue | ($1,200.00) |
| Final | $740.00 |
| Final | |
|---|---|
| Expenditures | $1,940.00 |
| Capital | $0.00 |
| Revenue | ($1,200.00) |
| Debt | ($0.00) |
| Rollover | ($0.00) |
| Total Subsidy | $740.00 |
| FY13 Starting Balance | $740.00 |
Income and Revenue
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Agency Funding (-) | $200.00 | $200.00 | $200.00 |
Tepper School Food Allowance |
| Donations/Contributions (-) | $300.00 | $300.00 | $300.00 |
Alumni Fundraising Campaign |
| Membership and Dues (-) | $100.00 | $300.00 | $300.00 |
Membership dues $10/person x 30 members (on orgtracker) |
| Other Sales (-) | $0.00 | $100.00 | $100.00 |
cover lunch and dinner for speakers |
| Other Sales (-) | $0.00 | $300.00 | $300.00 |
general fundraising |
| Sub-Total | -$600.00 | -$1,200.00 | -$1,200.00 |
Investment Conference
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Airfare Domestic (+) | $1,250.00 | $500.00 | $500.00 |
To fund airfare for 5 professional speakers presenting at the annual conference. $250 per speaker same as last year |
| Refreshments (+) | $200.00 | $180.00 | $180.00 |
To fund lunch and refreshments for the 60 estimated conference attendees. lunch: 8 pizzas: $110 soft drinks: $20 refreshments: finger food: $50 soft drinks: $20 |
| Advertising Public Relations (+) | $100.00 | $50.00 | $50.00 |
To fund flyers, banners, and pamphlets advertising the event. |
| Non Travel Business Meals (+) | $100.00 | $100.00 | $100.00 |
To fund lunch and dinner for professional speakers. |
| Sub-Total | $1,650.00 | $830.00 | $830.00 |
Stock Pitch Competition
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Gifts Unallowable (+) | $150.00 | $150.00 | $150.00 |
To fund 1st place award for Annual Stock Pitch Competition |
| Sub-Total | $150.00 | $150.00 | $150.00 |
General Events
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Refreshments (+) | $200.00 | $150.00 | $150.00 |
To fund refreshments at General Body Meetings |
| Advertising Public Relations (+) | $60.00 | $10.00 | $10.00 |
To fund 1. Flyers and posters for the fall semester recruitment drive. 2. Banner for Activities Fair gave you banner last year |
| Sub-Total | $260.00 | $160.00 | $160.00 |
CME Group NY Open Outcry Competition
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Airfare Domestic (+) | $800.00 | $800.00 | $800.00 |
To fund airfare for four students attending the competition. $200 per student |
| Sub-Total | $800.00 | $800.00 | $800.00 |
By Object Code
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Advertising Public Relations (+) | $100.00 | $50.00 | $50.00 | To fund flyers, banners, and pamphlets advertising the event. |
| Advertising Public Relations (+) | $60.00 | $10.00 | $10.00 | To fund 1. Flyers and posters for the fall semester recruitment drive. 2. Banner for Activities Fair |
| Agency Funding (-) | $200.00 | $200.00 | $200.00 | Tepper School Food Allowance |
| Airfare Domestic (+) | $1,250.00 | $500.00 | $500.00 | To fund airfare for 5 professional speakers presenting at the annual conference. $250 per speaker |
| Airfare Domestic (+) | $800.00 | $800.00 | $800.00 | To fund airfare for four students attending the competition. $200 per student |
| Donations/Contributions (-) | $300.00 | $300.00 | $300.00 | Alumni Fundraising Campaign |
| Gifts Unallowable (+) | $150.00 | $150.00 | $150.00 | To fund 1st place award for Annual Stock Pitch Competition |
| Membership and Dues (-) | $100.00 | $300.00 | $300.00 | Membership dues |
| Non Travel Business Meals (+) | $100.00 | $100.00 | $100.00 | To fund lunch and dinner for professional speakers. |
| Other Sales (-) | $0.00 | $100.00 | $100.00 | |
| Other Sales (-) | $0.00 | $300.00 | $300.00 | |
| Refreshments (+) | $200.00 | $180.00 | $180.00 | To fund lunch and refreshments for the 60 estimated conference attendees. lunch: 8 pizzas: $110 soft drinks: $20 refreshments: finger food: $50 soft drinks: $20 |
| Refreshments (+) | $200.00 | $150.00 | $150.00 | To fund refreshments at General Body Meetings |
By Ocode
| Requested | |
|---|---|
| Advertising Public Relations | $160.00 |
| Agency Funding | $200.00 |
| Airfare Domestic | $2,050.00 |
| Donations/Contributions | $300.00 |
| Gifts Unallowable | $150.00 |
| Membership and Dues | $100.00 |
| Non Travel Business Meals | $100.00 |
| Other Sales | $0.00 |
| Refreshments | $400.00 |
| Recommended | |
|---|---|
| Advertising Public Relations | $60.00 |
| Agency Funding | $200.00 |
| Airfare Domestic | $1,300.00 |
| Donations/Contributions | $300.00 |
| Gifts Unallowable | $150.00 |
| Membership and Dues | $300.00 |
| Non Travel Business Meals | $100.00 |
| Other Sales | $400.00 |
| Refreshments | $330.00 |
| Final | |
|---|---|
| Advertising Public Relations | $60.00 |
| Agency Funding | $200.00 |
| Airfare Domestic | $1,300.00 |
| Donations/Contributions | $300.00 |
| Gifts Unallowable | $150.00 |
| Membership and Dues | $300.00 |
| Non Travel Business Meals | $100.00 |
| Other Sales | $400.00 |
| Refreshments | $330.00 |
Summary
| Requested | |
|---|---|
| Expenditures | $2,860.00 |
| Capital | $0.00 |
| Revenue | ($600.00) |
| Final | $2,260.00 |
| Recommended | |
|---|---|
| Expenditures | $1,940.00 |
| Capital | $0.00 |
| Revenue | ($1,200.00) |
| Final | $740.00 |
| Final | |
|---|---|
| Expenditures | $1,940.00 |
| Capital | $0.00 |
| Revenue | ($1,200.00) |
| Debt | ($0.00) |
| Rollover | ($0.00) |
| Total Subsidy | $740.00 |
| FY13 Starting Balance | $740.00 |