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HomeMy WebLinkAbout2011-04-26 City Council Item No. 04CITY 0F LADE LSIIYOKE DREAM EXTREME. REPORT TO CITY COUNCIL TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL FROM: ROBERT A. BRADY CITY MANAGER DATE: APRIL 26, 2011 SUBJECT: INVESTMENT REPORT - MARCH 2011 Discussion The Investment Report is a listing of all funds invested for the City as of the date shown on the report. Recommendation Receive and file. Prepared By: Nancy L. Lassey Senior Accountant Prepared By: James R. Riley Director of Admi trative Services Approved By: Robert A. Brady City Manager AGENDA ITEM NO. 4 Page 1 of 15 Page 2 of 15 CITY OF LAKE ELSINORE INVESTMENT REPORT OF POOLED CASH AND INVESTMENTS AS OF MARCH 31, 2011 ACTIVE ACCOUNTS Bank of America - General Bank of America - Payroll Bank of America - Flex Benefit Total Active Accounts INVESTMENTS Local Agency Investment Fund CAMP Pool Account U.S. Treasury Bond / Notes Federal Agency Bond / Notes Corporate Notes Sub-total Investments Unrealized Gain/ (Loss) at 6-30-10 per GASB 31(LAIF) Unrealized Gain/ (Loss) at 6-30-10 per GASB 31 (Other) Unrealized Gain/ (Loss) at 6-30-10 per GASB 31 (Total) Total Investments Cashier Drawers #1 & #2 City of Lake Elsinore Petty Cash Fund TOTAL POOLED CASH AND INVESTMENTS I certify that this report accurately reflects all pooled investments and it is in conformity with the investment policy as approved by the City Council on October 12, 2010. A copy of this policy is available in the office of the City Clerk. The pooled investments shown above provide sufficient cash flow liquidity to meet the next six months estimated expenditures. James R. Riley April 13, 2011 Director of Administrative Sewces Date ft,.rW by: N. fassey. &.w Amounun, BANK DEPOSITS OUTSTANG. BOOK BALANCE IN TRANSIT CHECKS BALANCE $9,058,576.70 83,501.60 (1,067,239.78) 8,074,838.52 8,676.04 - (410.17) 8,265.87 15,158.25 15,158.25 9,082,410.99 83,50160 (1,067,649.95) 8,098,262.64 11,365,547.45 - - 11,365,547.45 53,174.83 - - 53,174.83 2,487,871.10 - - 2,487,871.10 7,095,938.25 - - 7,095,938.25 2,019,560.00 2,019,560.00 23,022,091.63 - - 23,022,091.63 28,790.44 - - 28,790.44 237,573.75 - - 237,573.75 266,364.19 266,364.19 23,288,455.82 - - 23,288,455.82 32,370,866.81 83,501.60 (1,067,649.95) 31,386,718.46 300.00 1,000.00 31,388,018.46 Page 3 of 15 CITY OF LAKE ELSINORE LOCAL AGENCY INVESTMENT FUND TRANSACTION SUMMARY FOR THE MONTH ENDING MARCH 31, 2011 Interest Rate Purchase Date Maturity Rate 0.500% Beginning Balance $ 11,365,547.45 Daily Net Increase/Decrease 24-Hour Ending Balance $ 11,365,547.45 Page 4 of 15 CITY OF LAKE ELSINORE POOLED CASH AND INVESTMENTS BY FUND AS OF MARCH 31, 2011 FUND NO FUND NAME AMOUNT 100 General Fund 3,276,384.41 101 Supplemental Law Enforcement Fund 109,349.00 102 Local Law Enforcement Block Grant Fund (2,689.46) 103 Office of Traffic Safety Fund 30,541.85 104 Traffic Offender Fund 129,117.37 105 Misc. General Project Fund 328,048.48 106 Affordable Housing In Lieu Fund 1,090,516.87 107 Developer Agreement Revenue 315,040.92 108 Misc. Grant Fund (127,608.60) 110 State Gas Tax Fund 2,378,933.50 111 TUMF C.I.P. Fund (54,135.32) 112 Transportation Fund 725,456.36 115 Traffic Safety Fund 110,803.57 116 City Hall-Public Works OF Fund 1,071,869.12 117 Community Center DIF Fund 113,229.68 118 Lake Side Facility DIF Fund 231,788.54 119 Animal Shelter OF Fund 295,018.66 120 Camino Del Norte DIF 34,504.03 130 Lighting & Landscape Maintenance Fund (202,209.30) 135 #1 Lighting & Landscape Maintenance Fund 120,435.30 140 Geothermal Fund 18,931.81 150 CO.B.G. Fund (30,369.82) 155 CSA152 N.P.D.E.S. (6,124.41) 201 Street C.I.P. Fund 13,460.95 204 Signal C.I.P. Fund 147,256.65 205 Traffic Impact Fee Fund 3,194,188.04 211 Storm Drain C.I.P. Fund 5,081,818.91 221 Park C.I.P. Fund 290,414.74 231 Library C.I.P. Fund 1,399,426.72 232 City Fire Protection Fund 273,764.41 235 2011 Series A Bonds-Boat Launch Construction Fund 4,528,452.72 254 AD 89-1 Railroad Canyon Rd. Improvement Fund 135,144.35 259 CFD 90-3 Construction Fund 20.45 266 CFD 2004-1 Marintiqu 1,025.60 272 CFD 2005-2 CIP Fund 894.84 351 AD 87-2 Debt Service Fund 51,825.39 352 AD 86-1 Debt Service Fund 89,489.16 353 AD 89-1 Debt Service Fund 69,822.28 356 AD 90-1 Debt Service Fund 5,967.10 357 CFD 2003-2 Canyon Hills 135,709.96 358 CFD 91-2 Debt Service Fund 2,136.82 360 AD 93-1 Debt Service Fund 142,785.86 362 CFD 95-1(96 Srs.E) Debt Service Fund (487.16) 365 CFD 98-1 Summerhill Improvement fund 94,428.13 366 CFD 2004-1 Debt Service Fund 19,348.25 367 CFD 2005-3 Summarily / Laing 2,511.61 368 CFD 2004-2 Vista Lago 117,928.54 369 CFD 2004-3 Rosetta Canyon 134,527.96 370 CFD 2005-x Camino Del Norte 4,338.19 371 CFD 2005-1 Serenity 39,451.59 372 CFD 2005-3 Alberhill Ranch 214,280.59 373 CFD 2005-5 Wasson Canyon 117,478.28 374 CFD 2005-4 Lakeview Villas 45,673.54 375 CFD 2005-1 D. Clurman 6,928.81 376 CFD 2006-3 La Shade (9,677.73) 377 CFD 2006-X Tessam 30,978.67 378 CFD 2007-X TR#31957 47,402.58 379 CFD 2007-X Marina Village 429.33 380 CFD 2006-9 Tuscany W 506.05 381 CFD 2006-10 River LK 43,133.87 382 CFD 2006-9 Trieste 62,366.81 383 CFD 2007-X Canyon Hills 67,341.59 384 CFD 2003-2 SRS 2006A 46,931.94 385 CFD 2004-3 SRS 2006A 14.92 386 CFD 2007-4 Mekenna 16,870.99 387 CFD 2007-5 Red Kite (1,086.67) 388 CFD 2007-6 Holiday 8,690.29 389 CFD 88-3 Series 2008 116,180.75 604 Endowment Trust Fund 11,960.65 605 Public Improvement Trust Fund 625,301.67 606 Mobile Source Air Polution Fund 151,629.52 608 Trust Deposit & Pre Paid Expense 1,719,711.94 610 Kangaroo Rat Trust Fund 2,150.00 611 Developer Agreement Trust Fund 675,310.00 616 Fire Station Trust Fund 17.09 620 Cost Recovery System Fund 987,403.25 631 Lake Destrat Equipment Replacement Fund 146,950.99 650 CFD 2003-1 Law & Fire Service Fund 247,966.25 651 CFD 2006-5 Park, OpnSpc 46,258.58 652 CFD 2007-1 Law & Fire 4,758.60 653 CFD 2009-1 Parks/Lighting 19,670.69 Total Pooled Cash & Investments 31,388,018.46 Page 5 of 15 N O N ti P'1 N f m C v c W c O L V O W t4 R 7 N C g m '0 H C V d E d Y U) 3 O V a'. ~ M O N n ~ ry rvi M ~ n q ti a LL N ti ~ ti M O M M L ~ n y C 7 yQ W A p C A a° f IL a f f U U M n O O m m n o 0 v v ri o 0 f~l Ol N en b .i Olt ti a m of 01 M Q1 n N N tl! ~o o o N O O O O n I C ti 01 Ln ai M o 0 o p M M if v C w N n a N tlF ~ e rn ~ c o' m E Q U H v d O O O N 0 b C 'o u Q U y vl c E U m C t d C on's~v w E y o O M d ~ Y F o IM c o O ~ U V m E N o c C L v i 'O 1~/1 10 O a 7 u v E 0 7 c C d ~ Y F a c o O ~ V V Page 6 of c v tw v w a Iw M O~ fH M co b N W ti d d L A E m C c O O .1 ca N b M ~o n ti .y w O O O O y~ 0 0 o O o O o o ~ ri d 1 d Y R E m c c 0 O W m C > ~ O y~ C N N !A ~ v U in o' A V vii ~ < ~ c 9 n ~ m ~ 'u u v c ~ C C C L f d d ~ V M - G 00 m 7 ~ M r1 n O M ~ v N d d C N i O e E C L O FL a eJ K 0 h O ° ° n ° o ° N i C o o o ~ o v 0 0 0 0 0 0 m All, d O O O N M ~ N AR b c J 0 u Q d 7 N c _o u 4 t S ~ a N W m ~ ' L N ~ h O N -gy m V I- p M 0 ~ U in W c a a U cm Im n c C d c FL O O N J c v ` U U E U d v i Z K y v O o n o o n ~ n o n rn~ p~ n i O Nj o o M M o M v to .ti w G W W O~ ~D n T N b 40F T vmi .ti n O V n ut w M vooin o'er o n M m O O 1~ o n rj O N w p~ o o ri o w o N m m pO N m E rn c !u a o a U N ~ N M M N ff, N C N O C v a~ ~ d d N w a ~ ` ~ w u C n ~ ( n u - N N y ~ J W N ~ C N W ' O c ~ j • ~ d d O H W ~n a w y ~ (A V N C a U N 2 W N W Ip O1 v N W L J ~ N~> j N Q ~j K U' N p > avC+ E E v d E u N y' a m N y ~ NN Z G 10 W N o m d L ' O j VI O O c c O V u m N G1 ¢ Q u u n Y 'o 'M~ Y+ c a m y z u m rn rn a a V U u ' v n. „ N N ; 3page 7 of 15 ~ c> _ J N N N Ej J J J J u 0 r d f W W d d. d J J 0 F N O N N M A f m C v c W L C O F Ul L Y 0 LL 2 L! f O T m C l11 N m ~ 4!1 .y R 01 V1 ci 0 in 0 A O N I~ al O Ln Q m rn ro a+ m o p a+ W m m 01 00 O M M V ti t} O N N N W 00 N N N rl N N O O O O O 0 0 0 ~ o O O O O O O O O n O Y1 Vl O O n N 1~ N ~ O rn m O nm M Lr v m N N N 0 sZ 2 ~ H ~ U C G aN ~ o C C m G W Z Q N ~ 6 c F o v a w v c 23f «4 u°O1<8 O O O O O O d 9 F d c e o N O O ~a V l .y ~ N T N a 0 'o rv V 0 U! 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