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HomeMy Public PortalAbout7-IRS Form 8038-G and evidence of filingWEISS SEROTA HELFN_AN COLE Rt BIERMAN AT THE CROSSROADS OF BUSINESS, GOVERNMENT & THE LAW July 11, 2017 Internal Revenue Service Center Ogden, UT 84201 Certified Mail Return Receipt Reauested 7012 0470 0001 3402 8306 Re: $497,343.00 Village of Key Biscayne, Florida Lease Purchase Financing Dear Sir or Madam: Enclosed please find Form 8038-G, Information Return for Tax -Exempt Governmental Obligations, for the above referenced matter. If you have any questions regarding the foregoing, please do not hesitate to contact us. Sincerely, iddia Dunldeberger, Paralegal /ed R:\DOCS\0103\102\3C37401.D0CX Enclosure as noted. cc: Jeff DeCarlo, Esq. 2525 Ponce de Leon Blvd., Suite 700, Coral Gables, FL 33134 1305-854-0800 1 www.wsh-law.com U.S. Postal Service,,, CERTIFIED MAILTr., RECEIPT (Domestic Mail Only; No Insurance Coverage Provided) Postage Certified Fee Return Receipt Fee (Endorsement Required) Restricted Delivery Fee (Endorsement Required) Total Postage & Fees Sent To 1J c t Postmark Here Street, Apt. No.; or PO Box No. City, State, Z(P+4 PS Form 3800, August 2006 See Reverse tor Instructions SENDER: COMPLETE THIS SECTION COMPLETE THIS SECTION ON DELIVERY ■ Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. ■ Print your name and address on the reverse so that we can return the card to you. ® Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: 1P £. .vim Op -)u, fro/ A. Signature X B. Received by (Printed Name) 0 Agent Li Addressee C. Date of Delivery D. Is delivery address different from item 1? 0 Yes If YES,,enter delivery address below: 0 No JUL. 2 2017 3. S rvice.Type Certified Mail° 0 Priority Mail Express"' 0 Registered 0,fieturn Receipt for Merchandise © Insured Mail 0 Collect on Delivery 4. Restricted Delivery? (Extra Fee) 0 Yes 2. Article Number �'! (Transfer from service label) 7 lc2 049,0 ,c0913Y 1 "..2 ��>! PS Form 3811, July 2013 Domestic Return Receipt 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) to. See separate instructions. Caution: If the issue price is under $100,000, use Form 8038 -GC. OMB No. 1545-0720 Part! Reporting Authority 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 W. McIntyre Street Room/suite 5 Report number (For IRS Use Only) 13 I tI 6 City, town, or post office, state, and ZIP code Key Biscayne, FL 33149 7 Date of issue 07/07/2017 8 Name of issue Master Lease Purchase Agreement, Lease Schedule No. 5 9 CUSIP number none 1oa Name and title of officer or other employee of the issuer whom the IRS may call for mere information (see Instructions) John Gilbert, Village Manager 106 Telephone number of officer or other employee shown on 10a 305-365-5514 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 14 497,343 00 15 16 17 18 19 If obligations are TANs or RANs, check only box 19a O. ❑ If obligations are BANs, check only box 19b ► • 20 If obligations are in the form of a lease or installment sale, check box ► ❑ ;. 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 07/0712021 $ 497,343.20 $ N/A 4 Veers 1.53 % Part IV Uses of Proceeds of Bond Issue (including underwriters' discount) 22 Proceeds used for acc ued 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 22 23 497,343 00 25 Proceeds used for credit enhancement 25 26 Proceeds allocated to reasonably required reserve or replacement fund 26 27 Proceeds used to currently refund prior issues 27 28 Proceeds used to advance refund prior issues 28 , 29 Total (add lines 24 through 28) 30 Nonrefunding proceeds of the issue (subtract line 29 from line 23 and enter amount here) . . . 29 30 497,343 00 Part V 31 Enter the remaining weighted average maturity of the bonds to be currently refunded . . . ► 32 Enter the remaining weighted average maturity of the bonds to be advance refunded . . . . 0- 33 Enter the last date on which the refunded bonds will be called (MM/DD/YYYY) 10- 34 Enter the date(s) the refunded bonds were issued ► (MM/DDNYYY) Description of Refunded Bonds. Complete this part only for refunding bonds. For Paperwork Reduction Act Notice, see separate instructions. years years Cat. No. 637735 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 1.41(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 38a If this issue is a loan made from the proceeds of another tax-exempt issue, check box ► Eland 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)(III) (small issuer exception), check box . . ► l] 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 ► ❑ 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 ► ❑ 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 ► El 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 ► ❑ and enter the amount of reimbursement ► b Enter the date the official intent was adopted 10 - Signature and Consent s. natur 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 process this turn, to the person that I have authorized above. 7 f issuer's authorize •: representa e Paid Preparer Use Only Pri Je rey �¢feparer's name eCarlo ype Prepare sigy Lure Firn's,(iame Firri address ► 2525 Ponce de Leon Blvd., Suite 700, Coral Gables, FL 33134 ► Weiss Serota Helfman Col & Bier. an, P.L. John Gilbert, Village Manager Type or print name and title Check ❑ if PTIN self-employed P01491813 Firm's EIN ► 20-8112403 Phone no. 305-854.0800 Form 8038-G (Rev. 9-2011)