The URL can be used to link to this page

Home My Public Portal About11) I.R.S. Form 8038-G.pdfWEISS SEROTA HELFMAN PASTOHIZA COLE & BONISKE, P.I.. MITCHELL BIERMAN, P.A. NINA L. BONISKE, P.A. MITCHELL J. BURNSTEIN, P.A. JAMIE ALAN COLE, P.A. STEPHEN J. HELFMAN, P.A. GILBERTO PASTORIZA, P.A. MICHAEL S. POPOK. P.A. JOSEPH H. SEROTA, P.A. SUSAN L. TREVARTHEN, P.A. RICHARD JAY WEISS, P.A. DAVID M. WOLPIN, P.A. DANIEL L. ABBOTT LILLIAN M. ARANGO GARY L. BROWN JONATHAN M. COHEN IGNACIO G. DEL VALLE JEFFREY D. DECARLO ALAN K. FERTEL CHAD S. FRIEDMAN ALAN L. GABRIEL DOUGLAS R. GONZALES EDWARD G. GUEDES JOSEPH HERNANDEZ ROGER 5. KOBERT JOSHUA D. KRUT MATTHEW H. MANDEL JOHN J. QUICK ANTHONY L. RECTO BRETT J. SCHNEIDER CLIFFORD A. SCHULMAN MARC SOLOMON LAURA K. WENDELL JAMES E. WHITE ATTORNEYS AT LAW A PROFESSIONAL LIMITED LIABILITY COMPANY INCLUDING PROFESSIONAL ASSOCIATIONS MIAMI-DADE OFFICE 2525 PONCE DE LEON BOULEVARD SUITE 700 CORAL GABLES, FLORIDA 33134 TELEPHONE 305-854-0800 FACSIMILE 305-854-2323 WWW.WSH-LAW.COM BROWARD OFFICE 200 EAST BROWARD BOULEVARD • SUITE 1900 FORT LAUDERDALE, FLORIDA 33301 TELEPHONE 954-763-4242 • FACSIMILE 954-764-7770 Internal Revenue Service Center Ogden, UT 84201 *OF COUNSEL. January 7, 2014 SONJA C. DARBY BROOKE P. DOLARA RAQUEL ELEJABARRIETA• DANIEL A. ESPINO ERIC P. HOCKMAN KELLY RAINS JESSON KAREN LIEBERMAN• JUSTIN D. LUGER JOHANNA M. LUNDGREN MIA R. MARTIN ALEIDA MARTINEZ MOLINA• KATHRYN M. MEHAFFEY ROBERT A. MEYERS• MATTHEW PEARL MARC C. PUGLIESE• CARLOS M. RODRIGUEZ• GAIL D. SEROTA• ALISON F. SMITH* ANTHONY C. SOROKA EDUARDO M. SOTO PABLO A. TAMAYO JOANNA G. THOMSON PETER D. WALDMAN• ALICIA H. WELCH SAMUEL I. ZESKIND Certified Mail Return Receipt Requested 7012 0470 0001 3402 7996 Re: $6,575,000 Village of Key Biscayne Florida Stormwater Utility Refunding and Improvement Revenue Bonds, Series 2013 Dear Sir or Madam: Enclosed please find Form 8038-G, Information Return for Tax -Exempt Governmental Obligations, for the above referenced bond issue. If you have any questions regarding the foregoing, please do not hesitate to contact us. Sincerely, /ed K:\DOGS\01031096136G0128.DOCX Enclosure as noted. Cc: Jeff DeCarlo, Esq. Liddia Dunkleberger, Paralegal 2402 7996 rtr' CERTIFIED MAIL. RECEIPT (Domestic Mail Only; No Insurance Coverage Provided) For delivery intormation visit our webstte arwww.usps.com Postage Certified Fee 1-9 O Return Receipt Fee (Endorsement Required) 7012 0470 Restricted Delivery Fee (Endorsement Required) Total Postage & Fees ohee.0S.G. Postmark Here Sent To Street, Apt. No.; or PO Box No. City, State, ZIP+4 PS Form 3800,: August 2006 SeeRevere for Instructions ■ Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. 133 Print your name and address on the reverse so that we can return the card to you. RI Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: c:Pn-trK S -'�' A. Signature X ❑ Agent 0 Addressee D. Is delivery ress dtfferpnt frgm; Item 1? 0 Yes If YES, ent riff 11v Ed r' t 'o' , 0 No 1`r, w JAN 21. ?014 If 3. Service 14 7 } ertiffed 11A911- b Express Nlaii ❑ Registered .. Retum Receipt for Merchandise ❑ Insured Mail 0 C.O.D. 4. Restricted Delivery? (Extra Fee) 0 Yes 2, Article Number (Transfer from service label) 70 !2 0'170 —(x)0/— -17(i4°2-- S5 PS Form 3811, February 2004 Domestic Return Receipt 102595-02-M-1540 Form 8038—G (Rev. September 2011) Department of the Treasury Internal Revenue Service Information Return for Tax -Exempt Governmental Obligations Part I Reportinu Authori ► Under Internal Revenue Code section 149(e) P. See separate instructions. Caution: if the issue price is under $100,000, use Form 8038 -GC. OMB No. 1545-0720 If Amended Return, check here ► 1 Issuer's name Village of Key Biscayne, Florida 2 Issuer's employer identification number (EIN) 65-0291811 3a Name of person (other than issuer) with whom the IRS may communicate about this return (see instructions) 3b Telephone number of other person shown on 3a 4 Number and street (or P.O. box if mail is not delivered to street address) 88 West Mcintrye Street Room/suite 201 5 Report number (For IRS Use Only) 13 6 City, town, or post office, state, and ZIP code Key Biscayne, Florida 33149 7 Date of issue 01/07/2014 8 Name of issue Stormwater Utility Refunding and Improvement Revenue Bonds, Series 2013 9 CUSIP number N.A. 10a Name and title of officer or other employee of the issuer whom the IRS may call for more information (see instructions) John C. Gilbert, Village Manager 10b Telephone number of officer or other employee shown on 10a (305) 365.5506 Part 11 Type of Issue (enter the issue price). See the instructions and attach schedule. 11 Education 12 Health and hospital 13 Transportation 14 Public safety 15 Environment (including sewage bonds) 16 Housing 17 Utilities 18 Other. Describe ► 11 12 13 14 15 6,575,000 16 17 18 19 If obligations are TANs or RANs, check only box 19a P. ■ If obligations are BANs, check only box 19b ► 1 20 If obligations are in the form of a lease or installment sale, check box ► ■ Part III Description of Obligations. Complete for the entire issue for which this form is being filed. 21 (a) Final maturity date (b) Issue price (c) Stated redemption price at maturity (d) Weighted average maturity (e) Yield 10/01/2030 $ 6,575,000 $ 6,575,000 9.492 years 3.3504 Part IV Uses of Proceeds of Bond Issue (including underwriters' discount) 22 Proceeds used for accrued interest 23 Issue price of entire issue (enter amount from line 21, column (b)) 24 Proceeds used for bond issuance costs (including underwriters' discount) . . 24 75,000 22 0 23 6,575,000 29 3,245,000 25 Proceeds used for credit enhancement 25 0 26 Proceeds allocated to reasonably required reserve or replacement fund 26 0 27 Proceeds used to currently refund prior issues 27 3,170,000 28 Proceeds used to advance refund prior issues 28 0 29 Total (add lines 24 through 28) 30 Nonrefunding proceeds of the issue (subtract line 29 from line 23 and enter amount here) . . 30 3,330,000 Part V 31 32 33 34 Enter the date(s) the refunded bonds were issued IN. (MM/DD/YYYY) For Paperwork Reduction Act Notice, see separate instructions. Description of Refunded Bonds. Complete this part only for refunding bonds. Enter the remaining weighted average maturity of the bonds to be currently refunded . ► Enter the remaining weighted average maturity of the bonds to be advance refunded . 10 - Enter the last date on which the refunded bonds will be called (MM/DD/YYYY) ► 07/18/2011 3.483 01/07/2014 years years Cat. No. 63773S Form 8038-G (Rev. 9-2011) Form 8038-G (Rev. 9-2011) Page 2 Part VI Miscellaneous 35 Enter the amount of the state volume cap allocated to the issue under section 141(b)(5) . . . 36a Enter the amount of gross proceeds invested or to be invested in a guaranteed investment contract (GIC) (see instructions) b Enter the final maturity date of the GIC ► c Enter the name of the GIC provider ► 37 Pooled financings: Enter the amount of the proceeds of this issue that are to be used to make loans to other governmental units If this issue is a loan made from the proceeds of another tax-exempt issue, check box ► ❑ and enter the following information: Enter the date of the master pool obligation ► Enter the EIN of the issuer of the master pool obligation ► Enter the name of the issuer of the master pool obligation ► If the issuer has designated the issue under section 265(b)(3)(B)(i)(III) (small issuer exception), check box ► ❑ If the issuer has elected to pay a penalty in lieu of arbitrage rebate, check box ► ❑ If the issuer has identified a hedge, check here ► ❑ and enter the following information: Name of hedge provider Type of hedge ► Term of hedge ► 38a b c d 39 40 41a b c d 35 N.A. 36a 37 42 If the issuer has superintegrated the hedge, check box ► ❑ 43 If the issuer has established written procedures to ensure that all nonqualified bonds of this issue are remediated according to the requirements under the Code and Regulations (see instructions), check box ► 44 If the issuer has established written procedures to monitor the requirements of section 148, check box ► 45a If some portion of the proceeds was used to reimburse expenditures, check here ► 0 and enter the amount of reimbursement ► b Enter the date the official intent was adopted 10 - Signature and Consent Paid Preparer Use Only Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true correct, and complete. I further declare that I consent to the IRS's disclosure of the issuer's return information, as necessary to p oc= s is return, to person that I have authorized above. Print/Type preparers name Jeffrey DeCarlo 19 3Ii4 thorized representative Date Franklin Caplan, Mayor Type or print name and title Prepay 's sisi ature P totR"aA Firm's name ► Weiss Serota Helfman ole & Boniske, P.L, Date /7/2-‘)/Y Check 0 if self-employed PTIN P01491813 Firm's EIN ► 20.8112403 Firm's address ► 2525 Ponce de Leon Blvd., Suite 700, Coral Gables, FL 33134 Phone no. 305.854.0800 Form 8038-G (Rev. 9-2011)