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HomeMy WebLinkAboutHuntington 4082000031 Dec 2014 0101 Hunthngt®n 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 12/01/2014 TO 12/31/2014 SUMMARY OF INCOME CASH ENDING BALANCE LAST ACCOUNTING PERIOD 11/30/2014 $ 579.08 RECEIPTS FOR THIS PERIOD CASH DIVIDENDS 560.56 INTEREST 6,079.99 6,640.55 DISBURSEMENTS FOR THIS PERIOD OTHER DISBURSEMENTS 579.08- 579.08- ENDING BALANCE THIS ACCOUNTING PERIOD 12/31/2014 $ 6,640.55 SUMMARY OF PRINCIPAL CASH ENDING BALANCE LAST ACCOUNTING PERIOD 11/30/2014 $ 579.08- RECEIPTS FOR THIS PERIOD SALES AND MATURITIES 620,000.00 FROM OTHER SOURCES 579.08 620,579.08 DISBURSEMENTS FOR THIS PERIOD PURCHASES 626,640.55- 626,640.55- ENDING BALANCE THIS ACCOUNTING PERIOD 12/31/2014 $ 6,640.55- SUMMARY OF COST VALUE ENDING BALANCE LAST ACCOUNTING PERIOD 11/30/2014 $ 2,568,641.38 ASSETS PURCHASED OR OTHERWISE ACQUIRED 626,640.55 ASSETS SOLD OR OTHERWISE DISPOSED OF 620,000.00- ENDING BALANCE THIS ACCOUNTING PERIOD 12/31/2014 -COST VALUE- $ 2,575,281.93 .1 111 II I III IIII 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 .1 iI• i 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 CASH STATEMENT FROM 12/01/2014 TO 12/31/2014 TOTAL MARKET VALUE OF ACCOUNT $ 2,575,281.93 0000315732 002 004 000 10 NO 26,888 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 TRANSACTIONS FROM 12/01/2014 TO 12/31/2014 POSTING INCOME PRINCIPAL DATE DESCRIPTION CASH CASH COST VALUE ENDING BALANCE LAST STATEMENT $ 579.08 $ 579.08- $ 2,568,641.38 PERIOD 11/30/2014 12/01/2014 TRANSFERRED TO PRINCIPAL 579.08- TRANSFERRED FROM INCOME 579.08 DIVIDEND ON HUNTINGTON 560.56 CONSERVATIVE DEPOSIT ACCOUNT - CORPORATE TRUST PLUS PAYABLE 12/01/2014 12/29/2014 INTEREST ON 620,000 UNITS FIFTH 6,079.99 THIRD BANK PUBLIC FUND CD .53% 12/29/2014 PAYABLE 12/29/2014 MATURED 620,000 UNITS FIFTH 620,000.00 620,000.00- THIRD BANK PUBLIC FUND CD .53% 12/29/2014 I IIIIIIII II11IIIIII II1111K • 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 TRANSACTIONS FROM 12/01/2014 TO 12/31/2014 POSTING INCOME PRINCIPAL DATE DESCRIPTION CASH CASH COST VALUE NET CASH MANAGEMENT BUYS FOR THE PERIOD DEPOSIT HUNTINGTON CONSERVATIVE 626,640.55- 626,640.55 DEPOSIT ACCOUNT - CORPORATE TRUST PLUS ENDING BALANCE THIS STATEMENT $ 6,640.55 $ (6,640.55) $ 2,575,281.93 PERIOD 12/31/2014 0000315732 003 004 000 10 NO 26,889 1 Huntington CITY OF CARMEL REDEV AUTHORITY PAGE 5 CTY OPTION INC TAX LEASE RENTAL REV BDS OF 2010 DBT SERV RESV FD ACCOUNT NUMBER 4082000031 SCHEDULE OF PRINCIPAL ASSETS AS OF DECEMBER 31, 2014 COST UNIT MARKET % EST YIELD VALUE PRICE VALUE MKT INCOME MKT CASH MANAGEMENT FUNDS-TAXABLE HUNTINGTON CONSERVATIVE DEPOSIT 2,575,281.93 2,575,281.93 100.0 9,013 0.4 ACCOUNT - CORPORATE TRUST PLUS TOTAL 2,575,281.93 2,575,281.93 9,013 0.4 ASSETS 2,575,281.93 2,575,281.93 100.0 9,013 0.4 CASH 6,640.55- 6,640.55- 0 TOTAL 2,568,641.38 2,568,641.38 9,013