HomeMy Public PortalAbout5) I.R.S. Form 8038-G.pdfWEISS SEROTA HELFMAN
COLE & BIERMAN
AT THE CROSSROADS OF BUSINESS, GOVERNMENT & THE LAW
Internal Revenue Service Center
Ogden, UT 84201
October 12, 2016
Certified Mail
Return Receipt Requested
7012 0470 0001 3402 8238
Re: $5,668,151.79 Village of Key Biscayne, Florida
Stormwater Utility Refunding & Improvement
Revenue Bonds, Series 2016
Dear Sir or Madam:
Enclosed please find Form 8038-G, Infoiination 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, >4),-.44oLD'-el
Liddia Dunkleberger,
Paralegal
/ed
K:\DOGS\0103\ 096\3AU7015.DOCX
Enclosure as noted.
cc: Jeff DeCarlo, Esq.
2525 Ponce De Leon Blvd., Ste. 700, Coral Gables, FL 33134 1305.854.0800 1 www.wsh-law.com
U.S. Postal Service,.
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orm 3811, July 2013
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Form 8038-G
(Rev'. September 2011)
Department of the Treasury
Internal Revenue Service
Information Return for Tax -Exempt Governmental Obligations
► Under Internal Revenue Code section 149(e)
► See separate instructions.
Caution: If the Issue price is under $100,000, use Form 8038 -GC.
OMB No. 1545-0720
Part I
Reporting Authority
if Amended Return, check here ► 0
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 Mclntrye Street
Room/suite
201
5 Report number (For IRS Use Only)
13 -'-_-
0 City, town, or post office, state, and ZIP code
Key Biscayne, Florida 33149
7 Date of Issue
10/07/2016
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 II 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
5,668,151
79
16
17
18
19 If obligations are TANs or RANs, check only box 19a ► ■
If obligations are RANs, check only box 19b ► ■
20 If obligations are in the form of a lease or installment sale, check box I. ■
Part 111 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
$ 5,668,151.79
$ 5,668,151.79
7.875 years
2.3500
Part IV Uses of Proceeds of Bond Issue (including underwriters' discount)
22 Proceeds used for accrued interest
23 ssue price of entire issue (enter amount from line 21, column (b))
24 Proceeds used for bond issuance costs (including underwriters' discount) . .
24
20,000
22
0
23
5,668,151
79
5,668,151
79
-"
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
5,648,151
79
---
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) . .
29
30
0
escription of Refunded Bonds. Complete this part only for refunding bonds.
31 Enter the remaining weighted average maturity of the bonds to be currently refunded . . . . ► 8.038
32 Enter the remaining weighted average maturity of the bonds to be advance refunded . . . ►
33 Enter the last date on which the refunded bonds will be called (MM/DD/YYYY) ► 10/07/2016
34 Enter the date(s) the refunded bonds were issued ► (MM/DD/YYYY)
For Paperwork Reduction Act Notice, see separate instructions.
01/07/2014
years
years
Cat. No. 63773S Form 8038-G (Rev. 9-2011)
Form B038 -G (Rev. 9-2011) Page 2
Ener 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 IN -
37 Pooled financings: Enter the amount of the proceeds of this issue that are to be used to make loans
to other governmental units
38a If this issue is a loan made from the proceeds of another tax-exempt issue, check box ► 0 and enter the following information:
b Enter the date of the master pool obligation ►
c Enter the EIN of the issuer of the master pool obligation ►
d Enter the name of the issuer of the master pool obligation ►
39 If the issuer has designated the issue under section 265(b)(3)(B)(i)(Ill) (small issuer exception), check box - ► 0
40 If the issuer has elected to pay a penalty in lieu of arbitrage rebate, check box ► ❑
41a If the issuer has identified a hedge, check here ► 0 and enter the following information:
b Name of hedge provider
c Type of hedge ►
d Term of hedge ►
42 If the issuer has superintegrated the hedge, check box ► 0
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 10-
44 If the issuer has established written procedures to monitor the requirements of section 148, check box ► 0
45a If some portion of the proceeds was used to reimburse expenditures, check here ► 0 and enter the amount
of reimbursement 10 -
• Enter the date the official intent was adopted ►
35
N.A.
36a
37
Signature
and
Consent
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 retum information, as necessary to
process thia,rgirum, to the person that I have authorized above.
' Signature
issu authori d represen ative
/77/ '« Mayra P. Lindsay, Mayor
D to Type or print name and title
Paid
Preparer
Use Only
Print/Type preparer's name
Jeffrey DeCarlo
Firm's name ► Weiss Serota Helfman Ce Bierman, P.L.
Preparr s n,ture C
Date
/o %,Zo/(v.
Check ❑ if
self-employed
Firm's EIN ►
PTIN
P01491813
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)