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HomeMy WebLinkAboutBNY Mellon 765410 Feb 2015 f BNY MELLON The Bank of New York Mellon Trust Company,N.A. CITY OF CARMEL Account Statement DIANA CORDRAY D CLERK TREASURER Statement Period 02/01/2015 Through 02/28/2015 ONE CIVIC SQUARE CITY HALL CARMEL,IN 46032 Account 765410 CITY OF CARMEL IN REDEVELOPMENT AUTH REDEV AUTH LEASE RENTAL REVENUE BDS x OFD CARRED05-SINKING FUND Go Paperless.Securely access your account online to view your statements. Ask your BUY Mellon contact how we can help you access your accounts,enter CLIENT SERVICE MANAGER:PERETTE STALETOVICH ° your own transactions or submit an audit confirmation online,Also be sure to 300 NORTH MERIDIAN STREET ask how Connect(SM),our new web-based,single sign-on platform can help you INDIANAPOLIS,IN 46204 go papertess. 317/637-7771 PERETTE.STALETOVICH @BNYMELLON.COM Visit us at www.bnymellon.com Account Overview Percent of all Investments Asset Classification Market Value 100% CASH AND SHORT TERM 18.88 100% TOTAL OF ALL INVESTMENTS 18.88 Summary of Assets Held Asset Classification Market Value Cost Accrued Income Est Annual Income Market Yield CASH AND SHORT TERM 18.88 18.88 0.00 0.00 0.00% ACCOUNT TOTALS 18.88 18,88 0.00 0.00 0.00% Summary of Cash Transactions Current Period Year-to-Date Realized Transaction Category Income Principal Gains/Losses Income Principal OPENING BALANCE 0.00 0.00 0.00 0.00 DIVIDENDS 13.17 0.00 0.00 13.17 0.00 SALES AND REDEMPTIONS 0.00 4,279,185.31 0.00 0.00 4,279,185.31 OTHER CASH ADDITIONS 0.00 5.71 0.00 0.00 2,507,149.57 OTHER CASH DISBURSEMENTS 0.00 4,279,185.31 - 0.00 0.00 4,279,185.31 - PURCHASES 0.00 18.88- 0.00 0.00 2,507,162.74- CLOSING BALANCE 0.00 0.00 0.00 0.00 0.00 The above cash transactions summary is provided for information purposes only and may not reflect actual taxable income or deductible expenses as reportable under the Internal Revenue Code. 8 8 ° 3 S U Page 1 of 18 Page 1 of 4 ® BNY MELLON Statement Period 02/01/2015 Through 02/28/2015 Account 765410 The Bank of New York Mellon Trust Company,N.A. CARRED05 SINKING FUND Statement of Assets Held Shares/ Market Price Market Value Accrued Income Par Value Asset Description Average Cost Cost Est Annual Income Market Yield CASH AND SHORT TERM 18.880 DREYFUS GOVT CASH MGMT AGCY 6197 1.00000 18.88 0.00 0.00% CUSIP:X9USDDRMT 1.00000 18.88 0.00 Total CASH AND SHORT TERM 18.88 0.00 0.00% 18.88 0.00 ACCOUNT TOTALS 18.88 0.00 0.00% 18.88 0.00 Total Market Value Plus Total Accrued income 18.88 Statement of Transactions Transaction Realized Date Transaction Description Income Principal Cost Gains/Losses 02/01/15 OPENING BALANCE 0.00 0.00 4,279,185.31 02/02/15 Sale 0.00 4,279,185.31 4,279,185.31 - 0.00 DREYFUS GOVT CASH MGMT AGCY 6197 TRADE DATE 02/02/15 SET/DATE 02/02/15 CUSIP X9USDDRMT 4,279,185.31 SHARES 02/02/15 Cash Debit 0.00 1,093,978.13- 0.00 0.00 BNF:BNYLOANS TRANSTAR DETAIL'JBNF/CARPAC2014: DETAIL•J/DS TO BNYLOANS A/C 250433 REL REF:NONREF A/C WITH:THE BANK OF NEW YORK 02/02/15 Cash Debit 0.00 3,180,000.00- 0.00 0.00 BNF:BNYLOANS TRANSTAR DETAILJBNF/CARRED05-1 : DETAIL)/DS TO BNYLOANS A/C 250433 REL REF:NONREF A/C WITH:THE BANK OF NEW YORK 02/02/15 Cash Debit 0.00 5,207.18- 0.00 0.00 TRANSFER EXCESS LEASE FUNDS TO 765411 02/02/15 DAILY ENDING BALANCE 0.00 0.00 0.00 0.00 02/03/15 Purchase 0.00 18.88- 18.88 0.00 DREYFUS GOVT CASH MGMT AGCY 6197 TRADE DATE 02/03/15 SET/DATE 02/03/15 CUSIP X9USDDRMT 16.88 SHARES 02/03/15 Dividend 13.17 0.00 0.00 0.00 DREYFUS GOVT CASH MGMT AGCY 6197 TRADE DATE 02/03/15 SET/DATE 02/03/15 CUSIP X9USDDRMT 13.17 SHARES 02/03/15 Cash Credit 0,00 5.71 0.00 0.00 TAE9129676541001 INC/DIV 02/03/15 DAILY ENDING BALANCE 0.00 0.00 18.86 0.00 02/28/15 CLOSING BALANCE 0.00 0.00 18.88 0.00 n Cumulative realized capital gain and loss position from 12/31/2014 for securities held in principal of account: Short Term: 0.00* Long Term: 0.00* o •The above gain and loss position does not include transactions where tax cost information is incomplete or unavailable. 3 W 0' CM Page 2 of 18 Page 2 of 4