UNITED STATES ORIENTEERING FEDERATION ENDOWMENT FUND INC.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 STATEMENT OF NET ASSETS AT JUNE 30

 

 

 

 

 

 

 

 

 Assets

 

 

2006

 

2007

 Cash

 

 

 

 

 

 

 Money Market Fund

 

 

 $  10,909.13

 

 $  11,760.67

 Investments

 

 

 

 

 

 

 Mutual Funds at Fair Market Value

 

 

     71,268.26

 

     93,345.65

 

 Total Assets

 

 

     82,177.39

 

   105,106.32

 

 

 

 

 

 

 

 

 Liabilities and Net Assets

 

 

 

 

 

 Liabilities

 

 

 

 

 

 

 USOF Transfers In

 

 

     72,988.00

 

     83,198.00

 

 Payments to USOF

 

 

     (8,438.00)

 

    (11,666.00)

 

 Total Liabilities

 

 

     64,550.00

 

     71,532.00

 Net Assets

 

 

 $  17,627.39

 

 $  33,574.32

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 STATEMENT OF CHANGES IN NET ASSETS FOR THE YEAR ENDED JUNE 30

 

 

 

 

 

 

 

 Investment Income/(Expenses)

 

 

 

 

 

 

 Interest on Money Market Fund

 

 

 $      579.18

 

 $      608.54

 

 Dividends and Capital Gains Distributions

 

 

      1,548.75

 

      3,584.40

 

 Brokerage Commissions/Fees

 

 

          (30.00)

 

                -  

 

 Realized Gains(Losses) on Investments

 

 

      4,535.30

 

                -  

 

 Unrealized Gains(Losses) on Investments

 

 

      1,083.53

 

     11,753.99

 Change in Net Assets

 

 

      7,716.76

 

     15,946.93

 

 

 

 

 

 

 

 Net Assets, Beginning of Year

 

 

      9,910.62

 

     17,627.38

 

 

 

 

 

 

 

 Net Assets, End of Year

 

 

 $  17,627.38

 

 $  33,574.31

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 STATEMENT OF CASH FLOWS FOR THE YEAR ENDED JUNE 30

 

 

 

 

 

 

 

 Cash Flows from Financing Activities

 

 

 

 

 

 

 Transfers in from USOF

 

 

 $    5,200.00

 

 $  10,210.00

 

 Payments to USOF

 

 

     (2,946.00)

 

     (3,228.00)

 

 Net Cash Flow from Financing

 

 

      2,254.00

 

      6,982.00

 Cash Flows from Investing Activities

 

 

 

 

 

 

 Interest and Dividends Received

 

 

      2,127.93

 

      4,192.94

 

 Brokerage Commissions/Fees

 

 

          (30.00)

 

                -  

 

 Dividends Reinvested

 

 

     (1,548.75)

 

     (3,584.44)

 

 Investments (Purchased)Sold

 

 

          (18.68)

 

     (6,739.00)

 

 Net Cash Flow from Investing Activities

 

 

         530.50

 

     (6,130.50)

 

 

 

 

 

 

 

 Net Change in Cash

 

 

      2,784.50

 

         851.50

 

 

 

 

 

 

 

 Cash, Beginning of Year

 

 

8,124.63

 

10,909.13

 

 

 

 

 

 

 

 Cash, End of Year

 

 

 $  10,909.13

 

 $  11,760.63

 

 

 

 

 

 

 

 

 

 

 

 

 

 

See accompanying notes and accountant's report