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HomeMy WebLinkAboutHuntington 40820000031 Feb 2014 THE HUNTINGTON NATIONAL BANK PO BOX 1558 �p�} COLUMBUS, OH 43216 • HuntmgtON I'I'I!III'rlilll�1i1111 IIIII1IIIIII'llll1lr1h11klilllli1111111 CITY OF CARMEL REDEVEVELOPMENT AUTHORITY ATTN: CINDY SHEEKS DEPUTY CLERK-TREASURER ONE CIVIC SQUARE CARMEL IN 46032-2584 C A S H A C T I V I T Y S T A T E M E N T ACCOUNTING PERIOD FROM 02/01/2014 TO 02/28/2014 ACCOUNT NAME: CITY OF CARMEL REDEV AUTHORITY CTY OPTION INC TAX LEASE RENTAL REV BDS OF 2010 DBT SERV RESV FD ACCOUNT NUMBER: 4082000031 TRUST ADMINISTRATOR: KIMBERLEE WILSON TELEPHONE NUMBER: 317-229-4094 - THE HUNTINGTON FUNDS ARE AFFILIATED WITH THE HUNTINGTON NATIONAL BANK. MUTUAL FUNDS, INCLUDING THE HUNTINGTON FUNDS, ARE NOT INSURED OR GUARANTEED BY THE FEDERAL DEPOSIT INSURANCE CORPORATION OR BY ANY OTHER GOVERNMENT AGENCY OR GOVERNMENT-SPONSORED AGENCY OF THE FEDERAL GOVERNMENT OR THE STATE. * MARKET VALUE AND ESTIMATED INCOME FIGURES ARE NOT GUARANTEED, BUT DO COME FROM RELIABLE SOURCES. FORMAT # 12 form IRMAIL 07(09 4101 Hnnt1ntnn CITY OF CARMEL REDEV AUTHORITY PAGE 1 CTY OPTION INC TAX LEASE RENTAL REV BDS OF 2010 DBT SERV RESV FD ACCOUNT NUMBER 4082000031 CASH STATEMENT FROM 02/01/2014 TO 02/28/2014 SUMMARY OF INCOME CASH ENDING BALANCE LAST ACCOUNTING PERIOD 01/31/2014 $ 0.00 RECEIPTS FOR THIS PERIOD CASH DIVIDENDS 366.90 366.90 ENDING BALANCE THIS ACCOUNTING PERIOD 02/28/2014 $ 366.90 SUMMARY OF PRINCIPAL CASH ENDING BALANCE LAST ACCOUNTING PERIOD 01/31/2014 $ 0.00 DISBURSEMENTS FOR THIS PERIOD PURCHASES 366.90- 366.90- ENDING BALANCE THIS ACCOUNTING PERIOD 02/28/2014 $ 366.90- SUMMARY OF COST VALUE ENDING BALANCE LAST ACCOUNTING PERIOD 01/31/2014 $ 2,569,278.35 ASSETS PURCHASED OR OTHERWISE ACQUIRED 366.90 ENDING BALANCE THIS ACCOUNTING PERIOD 02/28/2014 -COST VALUE- $ 2,569,645.25 TOTAL MARKET VALUE OF ACCOUNT $ 2,569,645.25 IIIIIIIIIII11IIIIIli1E110VIII 0141 Huntington CITY OF CARMEL REDEV AUTHORITY PAGE 2 CTY OPTION INC TAX LEASE RENTAL REV BDS OF 2010 DBT SERV RESV FD ACCOUNT NUMBER 4082000031 SCHEDULE OF TRANSACTIONS FROM 02/01/2014 TO 02/28/2014 POSTING INCOME PRINCIPAL DATE DESCRIPTION CASH CASH COST VALUE ENDING BALANCE LAST STATEMENT $ 0.00 $ 0.00 $ 2,569,278.35 PERIOD 01/31/2014 02/03/2014 DIVIDEND ON HUNTINGTON 366.90 CONSERVATIVE DEPOSIT ACCOUNT - CORPORATE TRUST PLUS PAYABLE 02/01/2014 EFFECTIVE 02/01/2014 NET CASH MANAGEMENT BUYS FOR THE PERIOD DEPOSIT HUNTINGTON CONSERVATIVE 366.90- 366.90 DEPOSIT ACCOUNT - CORPORATE TRUST PLUS ENDING BALANCE THIS STATEMENT $ 366.90 $ (366.90) $ 2,569,645.25 PERIOD 02/28/2014 0001255878 002 004 000 10 5 46032 18,769 el Huntington CITY OF CARMEL REDEV AUTHORITY PAGE 3 CTY OPTION INC TAX LEASE RENTAL REV BDS OF 2010 DBT SERV RESV FD ACCOUNT NUMBER 4082000031 SCHEDULE OF PRINCIPAL ASSETS AS OF FEBRUARY 28, 2014 COST UNIT MARKET % EST YIELD VALUE PRICE VALUE MKT INCOME MKT CERTIFICATES OF DEPOSIT-HUNTINGTON 715,000 HUNTINGTON NATIONAL BANK PUBLIC 715,000.00 100.00 715,000.00 27.8 2,646 0.4 FUNDS CD #07403016568 .37% 06/27/2014 TOTAL 715,000.00 715,000.00 2,646 0.4 CERTIFICATES OF DEPOSIT-OTHER 620,000 FIFTH THIRD BANK PUBLIC FUND CD 620,000.00 100.00 620,000.00 24. 1 3,286 0.5 .53% 12/29/2014 TOTAL 620,000.00 620,000.00 3,286 0.5 CASH MANAGEMENT FUNDS-TAXABLE HUNTINGTON CONSERVATIVE DEPOSIT 1,234,645.25 1,234,645.25 48.0 4,321 0.4 ACCOUNT - CORPORATE TRUST PLUS III 1 I I`III III II II I.III 11i 11 lilt III • Huntington CITY OF CARMEL REDEV AUTHORITY PAGE 4 CTY OPTION INC TAX LEASE RENTAL REV BDS OF 2010 DBT SERV RESV FD ACCOUNT NUMBER 4082000031 SCHEDULE OF PRINCIPAL ASSETS AS OF FEBRUARY 28, 2014 • COST UNIT MARKET % EST YIELD VALUE PRICE VALUE MKT INCOME MKT CASH MANAGEMENT FUNDS-TAXABLE TOTAL 1,234,645.25 1,234,645.25 4,321 0.4 ASSETS 2,569,645.25 2,569,645.25 100.0 10,253 0.4 CASH 366.90- 366.90- 0 TOTAL 2,569,278.35 2,569,278.35 10,253 0001255878 003 004 000 10 5 46032 18,770