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HomeMy WebLinkAboutBNY Mellon 416037 July 2012• ax 0 BNY MELLON The Hank of Non Yolk Mellon Trull Company. N.A. CITY OF CARMEL Account Statement DIANA CORDRAY 1 CIVIC SO Statement Period 07!0112012 Through 0713112012 CARMEL IN 46032 Account416037 CITY OF CARMEL REDEVELOPMENT COMMISSION CITY OF CARMEL REDEVELOPMENT DISTRICT . TAX INCREMENT REVENUE BONDS SERIES 2004A ,. BNY Mellon has a team of professionals devoted exclusively lo arbitrage - {ILLINOIS STREET PROJECT) • '. compliance services for tax - exempl bond issuers and conduit borrowers. BONO PRINCIPAL AND INTEREST ACCOUNT For additional information, please contact your Relationship Manager. RELATIONSHIP MANAGER; PERETTE RUSSELL If you are interested in accessing your Account Statement on -line, please 300 N. MERIDIAN STREET - SUITE 910 contact your Relationship Manager about our web•based INFORM product. INDIANAPOLIS, IN 46204 317 - 637 -7771 Visit us at www.bnymellon.com PERETTE.RUSSELL@BNYMELLON.COM ADMINISTRATIVE CONTACT:JANET WILK 300 N. MERIDIAN STREET SUITE 910 INDIANAPOLIS, IN 46204 317- 637 -7782 JANET. W ILK @BNYMELLON.COMOM Summary of Assets Held • Asset Clea.ficatlon Market Value Cost Accrued Income Est Annual Income Market Yield No Assets Held Summary of Cash Transactions . - - Current Period Year -to -Date Realized Trenseciloll Category Income Principal G,InefLosses Income Principal OPENING BALANCE 0.00 0.00 0.00 0.00 SALES AND REDEMPTIONS 0.00 458,377.50 0.00 0.00 913,405.00 OTHER CASH ADDITIONS 0.00 458,377.50 0.00 0.00 913,405.00 PAYMENTS ANO WITHDRAWALS 0,00 459,377,50- 0.00 0.00 913,405,00 - PURCHASES 0.00 458,377.50 - 0.00 0.00 913,405.00 - CLOSING BALANCE 0.00 0.00 0.00 9.00 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 Internet Revenue Code. Page 9 of 20 Page 1 of 2 U BNY MELLON Tire Bonk or Neer York Mellon Trust Company, N.A _ Statement of Transactions Statement Period 07/01/2012 Through 07131/2012 Account 416037 CARMEL - ILLINOIS ST 2004 P &I ACCT Transaction Realized Date Transaction Description Income Principal Coal Gaina/Lesses 07!01/12 OPENING BALANCE 0,00 0.O0 0.00 07/12112 Purchase - — 0.00. 458,377.50 458.377.50 0.00 DREYFUS GOVT CASH MGMT AGENCY 6197 458,377,50 SHARES 07/12112 Cash Credit 0,00 458.37750 0.00 0.00 WIRE RECEIVED FROM 13087504111 CARMEL REDEVELOPMENT COMMISSION 177E N MERIDIAN ST STE 500 CARMEL IN 460321938 GLA: 111 -565 TAS. 41G037 TYPE: CARMEL04A ATTN: PERETTE RUSSELL D111 -565 TAX INCREMENT REVENUE BONDS OF 200 4A ILLINOIS ST BANK OF TRNF0F1 2 071 2 04 203 0 0 CRNOIB REGIONS BK B IMAD: 20120712F2OCZO00000357 0702/12 DAILY ENDING BALANCE 0.00 9.00 458,377.50 0.00 07!10/12 Sale 0.00 4158,377.50 458,377.60 - 0.00 DREYPOS GOV'T CASH MCMT AGENCY 8197 459,377.50 SHARES 07/15112 Cash Debil 0.00 458,377.50 - 0.00 0.00 CARMEL04A DS TO BNYLOANS Ale it 250433 TRNDSD1207162141000 07/16/12 DAILY ENDING BALANCE 0.00 , 0.00 0.00 0,00 07/31/12 CLOSING BALANCE 0,00 0.03 Cumulative realized capital gain and loss position Irom 12031/2011 for securities held in principal of account: • Shore Term' 0.00 ' Long Term: 0.00 " ft The above gain and loss position does not include transactions where tax cost information is incomplete or unavailable. 0,00 0.00 Cash and securities set lorth on this Account Statement are held by The Bank of New York Mellon. an ahiliate el The Pank of New York Mellon Trust Company. N.A. In addition. The Sank of New York Mellon Trust Company, N.A. may utilize subsidiaries and alfiliates to provide services and certain products to the Account. Subsidiaries and alliliales may be compensaled for (heir services and products. The valueol securities set forth on This Account Statement are obtained by The Bank of New York Mellon Trust Company. N.A., from its affiliate, The Bank of New York Mellon which determines such values for Giobal Corporate Lust on the basis of markel prices and inlermalion obtained by The Bank of New York Mellon from unaffiliated third pal ties !including independent pricing vendors) ( "third party pricing services "). The Bank al New York Mellon has not verified such market values or Information and makes no assurances as to the accuracy or correctness of such markel values or information or that the market values set forth on Ihis Account Statement rellecl the value of the securities that can be realized upon the sale of such securities. In addition, rho market values tor the securities set forth in This Account Statement may diner tram the market prices and information for the same securities used by other business units of The Bank of New York Mellon Trust Company. N.A., The Bank at New York Mellon or (hair respective subsidiaries or allitiaies based upon market prices and information received from other third party pricing services utilized by such other business units_ Global Corporate Trust does nol compare its markel values with those used by, or reconcile different market values used by, other business units of The Bank al New York Mellon Trusl Company. NA . The Bank al New York Mellon or their respective subsidiaries or alliliales. Neither The Bank of New York Mellon Trust Company, N.A. nor The Bank of New York Mellon shall be liable for any loss. damage or expense incurred as a result at or arising /loin of related lo the markel values or inlormation provided by third party pricing services or the dif ferences in market prices or information provided by other third party pricing services. Page 10 o120 Page 2of 2 n