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HomeMy WebLinkAboutBNY Mellon 683032 August 2012013971 XBNEF504 016:00 BNY MELLON Into Bulk ur liter York Mdlon num. Compgriy, N.h CITY OF CARMEL DIANA CORORAY ONE CIVIC SO CARMEL IN 46032 • • — BNY Mellon has a team of professionals devoted exclusively to arbitrage compliance services for tax - exempt bond issuers and conduit borrowers. For additional information, please contact your Relationship Manager. If you are interested in accessing your Account Statement on -line, please eonlaot your Relationship Manager about our web -based INFORM product. Visit us at www.bnymellon.com Account Overview Account Statement Statement Period 08/01/2012 Through 06131)2012 Account 683032 CITY OF CARMEL REDEVELOPMENT AUTHORITY • COUNTY OPTION INCOME TAX LEASE RENTAL REVENUE REFUNDING BONDS OF 2004 (DEBT SERVICE RESERVE FUND) $27.985.000 (SUCCESSORED FROM FIFTH THIRD BANK) RELATIONSHIP MANAGER: PERETTE RUSSELL 300 N. MERIDIAN STREET - SUITE 910 INDIANAPOLIS, IN 46204 317- 637 -7771 PERETTE.RUSSELL rr RNYMELLON.COM ADMINISTRATIVE CONTACT: JANET WILK 300 N. MERIDIAN STREET SUITE 910 INDIANAPOLIS, IN 46204 317- 637 -7782 JANET. W ILK@BNYMELLON.CCMCM Summary Percent el all Markel Value Investments 1 p0% �J FIXED INCOM 1.00 FIXED INCOME 100% TOTAL OF ALL INVESTMENTS 1.00 of Assets Held Asset Claasilicallon Markel Value Cost Accrued Income Est Annual Income Market Yield FIXED INCOME 1.00 0.00 0.00 0.00 0.00% ACCOUNT TOTALS 1.00 Summary of Cash Transactions 0.00 0.00 0.00 0.00% Transaction Current Period Year -to -Date Category Income Principal Realized Gain3LLOsScs Income Principal OPENING BALANCE 0.00 0.00 0.00 0.00 CLOSING BALANCE 0.00 0.00 D.00 0.00 The above rash transactions summary is provided for intimation proposes only and may tint re lect actual taxable income m deductible expenses as reportable under the Internal Revenue Cade. 0.00 Page 5 of 6 Page 1 of 2 u BNY MELI.ON lank or Wem York Mellon Iles! Crunpany, W A. Statement Period 08!0112012 Through 08/3112012 Account 683032 CARMEL, IN COIT REF 2004 DSR FD Statement of Assets Held Shares f Market Price Market Value Accrued Income Par Value Asset Description Average Cost Cost Esl Annual Income Market Yield FIXED INCOME 1.000 MBIA SURETY BOND 843316(2) DTD. 3118)04 1.00000 1.00 0.00 0.00% CUSIP'. 666059530 0.00000 0.00 0.00 MATURITY DATE: 030612004 RATE: 0.00% Total FIXED INCOME 1.00 0.00 D.Ra% 0.0o 0.00 ACCOUNT TOTALS 1.00 0.00 0.00% 0.00 0.00 Total Market Veins Plus Total Accrued Income 1.00 Statement of Transactions Transaction Realised Date Transaction Description Income Principal Cost Gains /Losses No Transactions This Period Cash and securities set forth on this Account Statement are held by The Bank el New York Mellon, an aligiare o1 The Bank of New York Mallon Trust Company, N A In addition, The Bank of New York Mellon Trust Company, N.A. may utilize subsidiaries and alliliates to provide services and certain products to the Account. Subsidiaries and affiliates may be compensated ler their services and products. The value of securities Set forth on this Account Statement are obtained by The Bank of New York Mellen Trust Company, N.A., from its affiliate, The Bank al New York Mellon which determines such values for Global Corporate Trust an the basis 01 market prices and information obtained by The Bank of New York Mellon from unaffiliated third parties (including independent pricing vendors) ("third party pricing services'). The Baulk of New York Mellon has not verified such market values or information and makes [la assurances as lo the accuracy or correctness al such market values or information or That the market values set forth on this Account Statement reflect the value of he sectirilies Inat can he realized upon the sale el such securities. In addition, the market values for the securities set ronh in this Account Statement may differ from the market prices and intormation tor the same securities used by other business units of The Bank of New York Mellon Trost Company, N.A., The Bank of New Yolk Mellon or their respective subsidiaries or alliliates based upon market prices and information received from other Third party pricing services utilized by such ether business units. Global Corporate Trust dues irol compare its market values with those used by, or reconcile different /market values used by, other business units of The Bank al New York Mellon Trost Company, N.A., 1 he Bank of New York Mellon or their respective strbsidiartes or affiliates. Neither The Bank of New York Mellon If Fist Company, N A. nor The Bank of New York Mellon shall he liable for any loss, damage or expense incurred as a result et or arising from or related to the market values or information provided by third parly pricing services or the differences in market prices or information provided by other thud party pricing Services. Page 6 0l 6 Page 2 of 2 tJ