Undergraduate Investment Club Budget
FY2015 (July 1, 2014 - June 30, 2015)
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: Divya Krishnan (divyak)
Summary
| Requested |
| Expenditures |
$5,250.00 |
| Capital |
$0.00 |
| Revenue |
($0.00) |
| Final |
$5,250.00 |
| Recommended |
| Expenditures |
$5,250.00 |
| Capital |
$0.00 |
| Revenue |
($5,250.00) |
| Final |
$0.00 |
| Final |
| Expenditures |
$5,250.00 |
| Capital |
$0.00 |
| Revenue |
($5,250.00) |
| Debt |
($0.00) |
| Rollover |
($0.00) |
| Total Subsidy |
$0.00 |
| FY15 Starting Balance |
$0.00 |
Income and Revenue
| Object Code |
Requested |
Recommended |
Final |
Description |
| Travel-Hotel and Lodging (+) |
$2,000.00 |
$2,000.00 |
$2,000.00 |
External Case Competitions Fund
-Rutgers Stock Pitch Competition
-Cornell Stock Pitch Competition
-Chicago MidWest Trading Competition
-Rotman Trading Competition
|
| Travel-Airfare Domestic (+) |
$2,000.00 |
$2,000.00 |
$2,000.00 |
External Case Competitions Fund
-Rutgers Stock Pitch Competition
-Cornell Stock Pitch Competition
-Chicago MidWest Trading Competition
-Rotman Trading Competition
|
| Food-Refreshments for Events (+) |
$250.00 |
$250.00 |
$250.00 |
Internal Case Competitions
-Catering and refreshments for judges
|
| Ops-Gifts and Prizes (+) |
$500.00 |
$500.00 |
$500.00 |
Internal Case Competitions
-Portfolio Management Competition
-Stock Pitch Competition
-Trading Competition
-Investment Banking Case Competition
|
| Ops-General Supplies (+) |
$500.00 |
$500.00 |
$500.00 |
Misc.
-Promotional
-Website
-Radio Show
|
| Revenue-Fundraising Income (-) |
$0.00 |
$1,500.00 |
$1,500.00 |
The JFC expects all orgs receiving a JFC subsidy to fundraise to fiscally support their org's initatives. In addition, the JFC will fund hotels and travel with a cap at $150 per hotel room per night per four people, and a total cap of $250 per person traveling for the year.
|
| Revenue-Fundraising Income (-) |
$0.00 |
$0.00 |
$0.00 |
The JFC will fund $100 per semester for food for rush/recruitment, $200 per semester for food at events, $5 per person per semester for food for general body meetings, and $15 per person per event for food at a cultural event, at a cap to 2 events.
|
| Revenue-Membership Dues (-) |
$0.00 |
$3,750.00 |
$3,750.00 |
Just appeal.
|
| Sub-Total |
$5,250.00 |
$0.00 |
$0.00 |
|
By Object Code
| Object Code |
Requested |
Recommended |
Final |
Description |
| Food-Refreshments for Events (+) |
$250.00 |
$250.00 |
$250.00 |
Internal Case Competitions
-Catering and refreshments for judges
|
| Ops-General Supplies (+) |
$500.00 |
$500.00 |
$500.00 |
Misc.
-Promotional
-Website
-Radio Show |
| Ops-Gifts and Prizes (+) |
$500.00 |
$500.00 |
$500.00 |
Internal Case Competitions
-Portfolio Management Competition
-Stock Pitch Competition
-Trading Competition
-Investment Banking Case Competition |
| Revenue-Fundraising Income (-) |
$0.00 |
$1,500.00 |
$1,500.00 |
|
| Revenue-Fundraising Income (-) |
$0.00 |
$0.00 |
$0.00 |
|
| Revenue-Membership Dues (-) |
$0.00 |
$3,750.00 |
$3,750.00 |
|
| Travel-Airfare Domestic (+) |
$2,000.00 |
$2,000.00 |
$2,000.00 |
External Case Competitions Fund
-Rutgers Stock Pitch Competition
-Cornell Stock Pitch Competition
-Chicago MidWest Trading Competition
-Rotman Trading Competition |
| Travel-Hotel and Lodging (+) |
$2,000.00 |
$2,000.00 |
$2,000.00 |
External Case Competitions Fund
-Rutgers Stock Pitch Competition
-Cornell Stock Pitch Competition
-Chicago MidWest Trading Competition
-Rotman Trading Competition |
By Ocode
| Requested |
| Food-Refreshments for Events |
$250.00 |
| Ops-General Supplies |
$500.00 |
| Ops-Gifts and Prizes |
$500.00 |
| Revenue-Fundraising Income |
$0.00 |
| Revenue-Membership Dues |
$0.00 |
| Travel-Airfare Domestic |
$2,000.00 |
| Travel-Hotel and Lodging |
$2,000.00 |
| Recommended |
| Food-Refreshments for Events |
$250.00 |
| Ops-General Supplies |
$500.00 |
| Ops-Gifts and Prizes |
$500.00 |
| Revenue-Fundraising Income |
$1,500.00 |
| Revenue-Membership Dues |
$3,750.00 |
| Travel-Airfare Domestic |
$2,000.00 |
| Travel-Hotel and Lodging |
$2,000.00 |
| Final |
| Food-Refreshments for Events |
$250.00 |
| Ops-General Supplies |
$500.00 |
| Ops-Gifts and Prizes |
$500.00 |
| Revenue-Fundraising Income |
$1,500.00 |
| Revenue-Membership Dues |
$3,750.00 |
| Travel-Airfare Domestic |
$2,000.00 |
| Travel-Hotel and Lodging |
$2,000.00 |
Summary
| Requested |
| Expenditures |
$5,250.00 |
| Capital |
$0.00 |
| Revenue |
($0.00) |
| Final |
$5,250.00 |
| Recommended |
| Expenditures |
$5,250.00 |
| Capital |
$0.00 |
| Revenue |
($5,250.00) |
| Final |
$0.00 |
| Final |
| Expenditures |
$5,250.00 |
| Capital |
$0.00 |
| Revenue |
($5,250.00) |
| Debt |
($0.00) |
| Rollover |
($0.00) |
| Total Subsidy |
$0.00 |
| FY15 Starting Balance |
$0.00 |
