Undergraduate Investment Club Budget
FY2011 (July 1, 2010 - June 30, 2011)
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:
Summary
| Requested | |
|---|---|
| Expenditures | $2,040.00 |
| Capital | $0.00 |
| Revenue | ($500.00) |
| Final | $1,540.00 |
| Recommended | |
|---|---|
| Expenditures | $1,240.00 |
| Capital | $0.00 |
| Revenue | ($500.00) |
| Final | $740.00 |
| Final | |
|---|---|
| Expenditures | $1,240.00 |
| Capital | $0.00 |
| Revenue | ($500.00) |
| Debt | ($0.00) |
| Rollover | ($0.00) |
| Total Subsidy | $740.00 |
| FY11 Starting Balance | $740.00 |
Revenue
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Donations/Contributions (-) | $200.00 | $200.00 | $200.00 |
Tepper Food Allowance |
| Events and Activities (-) | $300.00 | $300.00 | $300.00 |
Fundraisers |
| Sub-Total | -$500.00 | -$500.00 | -$500.00 |
Annual Investment Conference
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Airfare Domestic (+) | $1,100.00 | $500.00 | $500.00 |
Roundtrip Airfare for 4 Speakers from investment banks and Federal Reserve $100-120 per speaker |
| Advertising Public Relations (+) | $120.00 | $120.00 | $120.00 |
Flyers, banners, pamphlets |
| Non Travel Business Meals (+) | $80.00 | $80.00 | $80.00 |
Lunch and Dinner for speakers |
| Sub-Total | $1,300.00 | $700.00 | $700.00 |
Trading Competition
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Capital Software (+) | $250.00 | $250.00 | $250.00 |
Software for trading competition |
| Advertising Public Relations (+) | $40.00 | $40.00 | $40.00 |
Flyers, banners |
| Books (+) | $200.00 | $200.00 | $200.00 |
Prizes for the competition |
| Sub-Total | $490.00 | $490.00 | $490.00 |
Club Improvement Projects
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Books (+) | $200.00 | $0.00 | $0.00 |
Prominent books for the UIC library on finance, finance interviews, and famous biographies not convinced this is necessary |
| Advertising Public Relations (+) | $50.00 | $50.00 | $50.00 |
General Advertisements |
| Sub-Total | $250.00 | $50.00 | $50.00 |
By Object Code
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Advertising Public Relations (+) | $120.00 | $120.00 | $120.00 | Flyers, banners, pamphlets |
| Advertising Public Relations (+) | $40.00 | $40.00 | $40.00 | Flyers, banners |
| Advertising Public Relations (+) | $50.00 | $50.00 | $50.00 | General Advertisements |
| Airfare Domestic (+) | $1,100.00 | $500.00 | $500.00 | Roundtrip Airfare for 4 Speakers from investment banks and Federal Reserve |
| Books (+) | $200.00 | $200.00 | $200.00 | Prizes for the competition |
| Books (+) | $200.00 | $0.00 | $0.00 | Prominent books for the UIC library on finance, finance interviews, and famous biographies |
| Capital Software (+) | $250.00 | $250.00 | $250.00 | Software for trading competition |
| Donations/Contributions (-) | $200.00 | $200.00 | $200.00 | Tepper Food Allowance |
| Events and Activities (-) | $300.00 | $300.00 | $300.00 | Fundraisers |
| Non Travel Business Meals (+) | $80.00 | $80.00 | $80.00 | Lunch and Dinner for speakers |
By Ocode
| Requested | |
|---|---|
| Advertising Public Relations | $210.00 |
| Airfare Domestic | $1,100.00 |
| Books | $400.00 |
| Capital Software | $250.00 |
| Donations/Contributions | $200.00 |
| Events and Activities | $300.00 |
| Non Travel Business Meals | $80.00 |
| Recommended | |
|---|---|
| Advertising Public Relations | $210.00 |
| Airfare Domestic | $500.00 |
| Books | $200.00 |
| Capital Software | $250.00 |
| Donations/Contributions | $200.00 |
| Events and Activities | $300.00 |
| Non Travel Business Meals | $80.00 |
| Final | |
|---|---|
| Advertising Public Relations | $210.00 |
| Airfare Domestic | $500.00 |
| Books | $200.00 |
| Capital Software | $250.00 |
| Donations/Contributions | $200.00 |
| Events and Activities | $300.00 |
| Non Travel Business Meals | $80.00 |
Summary
| Requested | |
|---|---|
| Expenditures | $2,040.00 |
| Capital | $0.00 |
| Revenue | ($500.00) |
| Final | $1,540.00 |
| Recommended | |
|---|---|
| Expenditures | $1,240.00 |
| Capital | $0.00 |
| Revenue | ($500.00) |
| Final | $740.00 |
| Final | |
|---|---|
| Expenditures | $1,240.00 |
| Capital | $0.00 |
| Revenue | ($500.00) |
| Debt | ($0.00) |
| Rollover | ($0.00) |
| Total Subsidy | $740.00 |
| FY11 Starting Balance | $740.00 |