Undergraduate Investment Club Budget
FY2012 (July 1 2011 - June 30, 2012)
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 | $3,250.00 |
| Capital | $0.00 |
| Revenue | ($750.00) |
| Final | $2,500.00 |
| Recommended | |
|---|---|
| Expenditures | $2,090.00 |
| Capital | $0.00 |
| Revenue | ($1,320.00) |
| Final | $770.00 |
| Final | |
|---|---|
| Expenditures | $2,100.00 |
| Capital | $0.00 |
| Revenue | ($1,320.00) |
| Debt | ($0.00) |
| Rollover | ($0.00) |
| Total Subsidy | $780.00 |
| FY12 Starting Balance | $780.00 |
Revenue
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Agency Funding (-) | $200.00 | $200.00 | $200.00 |
Tepper School Food Allowance |
| Membership and Dues (-) | $150.00 | $420.00 | $420.00 |
Membership dues $10 per person You have 42 active members |
| Agency Funding (-) | $400.00 | $400.00 | $400.00 |
Tepper School sponsor for Trip to NY CME Open Outcry Comeptition |
| Donations/Contributions (-) | $0.00 | $300.00 | $300.00 |
General Fundraising |
| Sub-Total | -$750.00 | -$1,320.00 | -$1,320.00 |
Annual UIC Investment Conference
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Airfare Domestic (+) | $1,100.00 | $500.00 | $500.00 |
Roundtrip Airfare for 4 Speakers from financial industries |
| Advertising Public Relations (+) | $200.00 | $200.00 | $200.00 |
Flyers, banners, pamphlets for Investment Conference |
| Non Travel Business Meals (+) | $100.00 | $100.00 | $100.00 |
Lunch and Dinner for speakers |
| Sub-Total | $1,400.00 | $800.00 | $800.00 |
Club Improvement
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Advertising Public Relations (+) | $40.00 | $40.00 | $40.00 |
General Advertising for events |
| Books (+) | $200.00 | $0.00 | $0.00 |
Prominent books for the UIC library on finance, finance interviews, and famous biographies Not mission critical |
| Internet Services - External (+) | $360.00 | $0.00 | $10.00 |
$30 a month, for website server & database Domain name purchase |
| Advertising Public Relations (+) | $50.00 | $50.00 | $50.00 |
Flyers & banner for activities fair |
| Sub-Total | $650.00 | $90.00 | $100.00 |
General Events
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Refreshments (+) | $200.00 | $200.00 | $200.00 |
Refreshments for general events |
| Books (+) | $200.00 | $200.00 | $200.00 |
Rewards for mock trading/ stock pitch contests |
| Sub-Total | $400.00 | $400.00 | $400.00 |
CME Commodity Challenge NY Open Outcry Competition
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Airfare Domestic (+) | $800.00 | $800.00 | $800.00 |
Travel cost for 4 students going to the competition |
| Sub-Total | $800.00 | $800.00 | $800.00 |
By Object Code
| Object Code | Requested | Recommended | Final | Description |
|---|---|---|---|---|
| Advertising Public Relations (+) | $40.00 | $40.00 | $40.00 | General Advertising for events |
| Advertising Public Relations (+) | $200.00 | $200.00 | $200.00 | Flyers, banners, pamphlets for Investment Conference |
| Advertising Public Relations (+) | $50.00 | $50.00 | $50.00 | Flyers & banner for activities fair |
| Agency Funding (-) | $200.00 | $200.00 | $200.00 | Tepper School Food Allowance |
| Agency Funding (-) | $400.00 | $400.00 | $400.00 | Tepper School sponsor for Trip to NY CME Open Outcry Comeptition |
| Airfare Domestic (+) | $800.00 | $800.00 | $800.00 | Travel cost for 4 students going to the competition |
| Airfare Domestic (+) | $1,100.00 | $500.00 | $500.00 | Roundtrip Airfare for 4 Speakers from financial industries |
| Books (+) | $200.00 | $0.00 | $0.00 | Prominent books for the UIC library on finance, finance interviews, and famous biographies |
| Books (+) | $200.00 | $200.00 | $200.00 | Rewards for mock trading/ stock pitch contests |
| Donations/Contributions (-) | $0.00 | $300.00 | $300.00 | General Fundraising |
| Internet Services - External (+) | $360.00 | $0.00 | $10.00 | $30 a month, for website server & database |
| Membership and Dues (-) | $150.00 | $420.00 | $420.00 | Membership dues $10 per person |
| Non Travel Business Meals (+) | $100.00 | $100.00 | $100.00 | Lunch and Dinner for speakers |
| Refreshments (+) | $200.00 | $200.00 | $200.00 | Refreshments for general events |
By Ocode
| Requested | |
|---|---|
| Advertising Public Relations | $290.00 |
| Agency Funding | $600.00 |
| Airfare Domestic | $1,900.00 |
| Books | $400.00 |
| Donations/Contributions | $0.00 |
| Internet Services - External | $360.00 |
| Membership and Dues | $150.00 |
| Non Travel Business Meals | $100.00 |
| Refreshments | $200.00 |
| Recommended | |
|---|---|
| Advertising Public Relations | $290.00 |
| Agency Funding | $600.00 |
| Airfare Domestic | $1,300.00 |
| Books | $200.00 |
| Donations/Contributions | $300.00 |
| Internet Services - External | $0.00 |
| Membership and Dues | $420.00 |
| Non Travel Business Meals | $100.00 |
| Refreshments | $200.00 |
| Final | |
|---|---|
| Advertising Public Relations | $290.00 |
| Agency Funding | $600.00 |
| Airfare Domestic | $1,300.00 |
| Books | $200.00 |
| Donations/Contributions | $300.00 |
| Internet Services - External | $10.00 |
| Membership and Dues | $420.00 |
| Non Travel Business Meals | $100.00 |
| Refreshments | $200.00 |
Summary
| Requested | |
|---|---|
| Expenditures | $3,250.00 |
| Capital | $0.00 |
| Revenue | ($750.00) |
| Final | $2,500.00 |
| Recommended | |
|---|---|
| Expenditures | $2,090.00 |
| Capital | $0.00 |
| Revenue | ($1,320.00) |
| Final | $770.00 |
| Final | |
|---|---|
| Expenditures | $2,100.00 |
| Capital | $0.00 |
| Revenue | ($1,320.00) |
| Debt | ($0.00) |
| Rollover | ($0.00) |
| Total Subsidy | $780.00 |
| FY12 Starting Balance | $780.00 |