HomeMy WebLinkAboutRegions 5480003890 June 2014D
REGIONS
REGIONS BANK
ONE INDIANA SQUARE, SUITE 115
INDIANAPOLIS, IN 46204
ICI 1111 11111 11 11 I 1 1 1
CITY OF CARMEL
ATTN: DIANA CORDRAY
CARMEL CITY HALL, THIRD FLOOR
ONE CIVIC SQUARE
CARMEL, IN 46032
SUMMARY OF ASSET POSITION
CCOUNT STATEMENT
ACCOUNT NUMBER: 5480003890
STATEMENT PERIOD: JUNE 01, 2014 THROUGH JUNE 30, 2014
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REGIONS BANK .� ....
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CITY OP CARAMEL,: INDIANA TAXABLE::
ECONONMIC DEVELOPMENT REVEND
BONDS, SERIES 2013 (LEGACY PRO,
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CONSTRUCTION ;FUND CONSTRAC!
54800038.90;:_ :;
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OHNAIEXANDER
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ohnAIexanler>
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Legions cvr
07/01/2014 #21
CASH AND EQUIVALENTS
TAX COST MARKET VALUE PERCENT
74. 15
74. 15 100. 0%
Total
74. 15
74. 15 100. 0%
IMMM
IMEEME
MINIZION
EINEIMENNI
CASH MANAGEMENT
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DISTRIBUTIONS
ACCOUNT STATEMENT
PAGE 2
ACCOUNT NUMBER: 5480003890
STATEMENT PERIOD: JUNE 01, 2014 THROUGH JUNE 30, 2014
CASH SUMMARY
EGINNING BALANCE
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DIVIDENDS.
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RECEIPTS
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CURRENT PERIOD
PRINCIPAL INCOME
CASH CASH
.o0:!
YEAR TO DATE
PRINCIPAL INCOME
COST CASH CASH
7415 0,00
•0.00 0.00
ENSINMENI
INIXEMIEN
NEENNININI
INEENNINEN
INMENNIE
EXPENSES.
°•°° 000 ;; 135,781 70:;;;
0-.00 000 1,783,.469 85:::;:
0.00 000. 000
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0 ao a. 1919,25155
.00 74.15 0:
ENDING BALANCE
DETAIL LISTING OF INCOME ASSETS
COST
0.00 1;:783.544.00
3$.15 0 00
0 .00 0.00
0.00 1.783 469.85
38`15- 000
0.00 000
TOTAL INCOME ASSETS
® DETAIL LISTING OF PRINCIPAL ASSETS
0.00
0.00
0.00 0.00
0.00
DESCRIPTION
CASH AND EQUIVALENTS
617470582
MORGAN STANLEY INSTL LIQUIDITY
FUND TREASURY PORTFOLIO
TOTAL CASH AND EQUIVALENTS
TOTAL PRINCIPAL ASSETS
DETAIL OF TRANSACTIONS
MARKET MARKET EST ANNUAL
VALUE/ PRICE/ INCOME/ CURRENT 0
TAX COST COST PRICE ACCRUED INC YIELD
74.15 1.00 0.02 0.03
74.15 1.00
74.15
74.15
74.15
74.15
0.02 0.03
0.00
0.02
0.00
0.03
PRINCIPAL INCOME
DATE DESCRIPTION CASH CASH
BEGINNING BALANCE
07/01 /2014 #21
COST
0.00 0.00 74.15
GAIN /
LOSS
0302715 - 0047964
A REGIONS ACCOUNT ST TEMENT
PAGE 3
ACCOUNT NUMBER: 5480003890
STATEMENT PERIOD: JUNE 01, 2014 THROUGH JUNE 30, 2014
C DETAIL OF TRANSACTIONS ( CONTINUED )
D
PRINCIPAL INCOME
DATE DESCRIPTION CASH CASH
RECEIPTS
06/18/14 RECEIVED FROM FALCON NEST 51 ,175.59
II /STAR FINANCIAL FUNDS FOR DRAW
#6
0618F2QCZ00C00296906181418FT03
TOTAL RECEIPTS
EXPENSES
06/18/14 PAYMENT OF REQUISITION CROSSROAD
ENGINEERS, PC PAY AFF #6 INV
#14332 RIVER RD RECONSTRUCTION
51,175.59
35,340.00-
06/18/14 PAYMENT OF REQUISITION MANLEY 12,265.20 -
FINISH GRADING PAY AFF #6 INV
#5774 LEGACY FLATS
06/18/14 PAYMENT OF REQUISITION PLATINUM 3,570 39-
PROPERTIES MANAGEMENT CO LLC PAY
AFF #6 INV #146 LEGACY
DEVELOPMENT FEE
TOTAL EXPENSES
ENDING BALANCE
FOR YOUR INFORMATION
COST
GAIN /
LOSS
0.00 0.00 0.00
51,175.59- 0.00
0.00 0.00
0.00 0.00
74.15 0.00
IMPORTANT INFORMATION FOR REGIONS CORPORATE TRUST CUSTOMERS:
INVESTMENT AND INSURANCE PRODUCTS: ARE NOT FDIC INSURED, ARE NOT A DEPOSIT, ARE NOT BANK GUARANTEED, ARE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, MAY GO DOWN IN VALUE, AND ARE NOT A CONDITION OF ANY
BANKING ACTIVITY.
FOR MORE DETAILED INFORMATION REGARDING FEES, PLEASE CONSULT THE FUND PROSPECTUS OR CONTACT YOUR
ADMINISTRATOR.
IMPORTANT DISCLOSURE INFORMATION FOR ALL FLORIDA ACCOUNTS:
AN ACTION FOR BREACH OF TRUST BASED ON MATTERS DISCLOSED IN A TRUST ACCOUNTING OR OTHER WRITTEN REPORT
OF THE TRUSTEE MAY BE SUBJECT TO A SIX MONTH STATUTE OF LIMITATIONS FROM THE RECEIPT OF THE TRUST ACCOUNTING
OR OTHER WRITTEN REPORT. IF YOU HAVE QUESTIONS, PLEASE CONSULT YOUR ATTORNEY.
07/01/2014 #21
IMMEESIMMI
IZEIZIENE
CZEICSEESI
CCOUNT ST TEMENT
PAGE 4
ACCOUNT NUMBER: 5480003890
STATEMENT PERIOD: JUNE 01, 2014 THROUGH JUNE 30, 2014
07/01/2014 #21
0302715 - 0047965
D