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HomeMy WebLinkAboutTR-54-95 THE CORPORATION OF THE MUNICIPALITY OF CLARINGTON REPORT Meeting: ENERAL PURPOSE AND ADMINISTRATION COMMITTEE 9� File# �� ►1�� . t°�j Date: July 10, 1995 Res. # By-Law# Report#:__.TR-54 95 File#: I Subject: CASH ACTIVITY REPORT - MAY, 1995 i Recommendations: i It is respectfully recommended that the General Purpose and Administration Committee recommend to Council the following: 1. THAT Report TR-54-95 be received; 2. THAT, in accordance with provision of Chapter M-45, Section 79 (1) of the Municipal Act, R.S.O. 1990, the Treasurer reports to Committee that the cash position of the Municipality of Clarington for the month ended May 31, 1995, is as shown on the attached schedule; and 3. THAT Part "A" of the expenditures for the month of May, 1995, be confirmed. I BACKGROUND AND COMMENT: The attached schedules indicate the Corporation of the Municipality of Clarington's cash transactions, the cash investment position, lot levy information and statistical information for the month ended May 31, 1995 and the comparative information for the month ended May 31, 1994. Respect f submitted, Reviewed by, { a A. Marano, H.BSc.,A.M.C.T., W.H. Stockwell, Treasurer. Chief Administrative Officer. MM/NT/LS/hjl Attachments 714 RECYCLED EA . v FPE q C'ED TLiGNPRRLTEDC RECYCLED PAPER CORPORATION OF THE MUNICIPALITY OF CLARINGTON PART "A" Analysis of Revenue and Expenditures for the Month of May 1995 1995 1994 REVENUE RECEIVED FOR GENERAL OPERATING AND RESERVE FUND PUPOSES: TAX PAYMENTS RECEIVED 1,456,872 1,552,616 UNCONDITIONAL GRANT 108,317 101,801 GRANTS-IN-LIEU: BELL CANADA GRANT-IN-LIEU 203,112 217,524 MUNICIPAL TAX ASSISTANCE 38,758 COIW INFRASTRUCTURE GRANT 24,767 SUBSIDIES: HANDI-TRANSIT SUBSIDY MINISTRY OF TRANSPORTATION 955,300 729,100 LOT LEVIES DEVELOPMENT CHARGES-TOWN 42,921 217,730 REGION DEBENTURE RECOVERABLE GENERAL 420,121 740,879 INTEREST 120,988 147,671 MUN.AFFAIRS-WATERFRONT TRAIL 129,969 DEVELOPMENT CHARGES-REGION/PUC 41,796 299,365 ------------------------ 3,542,921 4,006,686 ------------------------ USE OF FUNDS: PAYROLL 1,048,446 667,551 DEBENTURE CHARGES 529,311 514,389 REGION LEVY SCHOOL BOARD LEVIES GENERAL-INCLUDING CAPITAL FM. 2,072,225 2,267,007 ------------------------ 3,649,982 3,448,946 ------------------------ NET CASH PROVIDED (USED) (107,061) 557,740 BANK NET CASH BANK BANK BALANCE PROVIDED BALANCE BALANCE FINANCIAL POSITION: APR 30/1995 (USED) MAY 31/1995 MAY 31/1994 GENERAL FUND 411,285 (116,784) 294,501 3,268,480 RESERVE FUND 558,329 867,769 1,426,098 178,153 SCOTIACONNECT INVESTMENT ACCOUNT 3,000,000 (2,200,000) 800,000 0 INVESTMENTS (GENERAL + RESERVE FUND) 37,683,855 1,341,954 39,025,809 37,001,822 ------------------------------------------------ 41,653,469 (107,061) 41,546,408 40,448,455 NOTE A: DIFFERENCE IN COMPARISON BETWEEN YEARS DUE TO TIMING DIFFERENCES IN CASH RECEIPT OR PAYMENT. 715 CORPORATION OF THE MUNICIPALITY OF CLARINGTON Continuity of Taxes Receivable for the month of May 1995 APR. 30 PENALTIES & TAXES SUBTOTAL TAX TAX ( MAY 31 I MAY 31 1995 INTEREST BILLED PAYMENTS ADJUSTMENTS I 1995 I 1994 RECEIVABLE ADDED CURRENT YEAR TAXES 3,443,661 3,443,661 (617,832) 12,716 2,838,545 2,760,272 PENALTY AND INTEREST 28,763 43,808 72,571 (13,355) (16.9) 1 59,047 58,058 1994 YEAR TAXES 2,807,136 2,807,136 (110,335) 88,731 2,785,531 ( 2,992,348 PENALTY AND INTEREST 261,047 36,527 297,574 (19,818) (43) 1 277,714 I 318,995 1993 YEAR TAXES 1,579,377 1,579,377 (42,575) 5,299 ( 1,542,100 1,361,199 PENALTY AND INTEREST 277,599 20,070 297,669 (13,523) (68) 1 284,078 262,714 PRIOR TAXES 935,848 935,848 (49,783) 6,234 892,298 615,196 PENALTY AND INTEREST 294,304 12,075 306,379 (10,116) 486 296,750 212,236 - ---------------------------------------------------------------------------i --------------i ----------- -� 9,627,734 112,481 0 9,740,215 (877,337) 113,186 8,976,064 8,581,018 TOTAL TAXES LEVIED (INCLUDING REGION AND SCHOOL BOARDS) 56,782,927 54,951,500 PERCENT OF CURRENT TAXES OUTSTANDING 5.00%1 5.02%1 *Includes refunds, write-offs, 496's, etc. NOTE 1: Tax payments do not tie into Part A due to timing differences since Part A is on a cash basis (ie. difference due to outstanding deposits) rtiy a z H td PART "C" STATISTICAL INFORMATION FOR THE MONTH OF MAY, 1995 Payment Received - Taxes 1,410 Tax Certificates 395 Accounts Payable Cheques Issued I Manuals . # 32165 to 32166 2 Computer # 40163 to 40559 397 Number of Births Registered 36 Number of Deaths Registered 30 i 717 i PART "D" INVESTMENTS OUTSTANDING AS AT MAY 31, 1995 AMOUNT INTEREST TERMS DUE DATE RATE i GENERAL FUND: a) Hong Kong 2,000,000 8.28 101D June 30/95 b) DNS 551,870 7.90 70D June 30/95 e) DNS 2,462,950 7.96 69D June 29/95 d) DNS 905,180 7.96 69D June 29/95 e) DNS 2,000,000 8.00 65D June 30/95 f) DNS 1,985,660 7.53 35D June 15/95 RESERVE FUND: a) CIBC 1,899,800 7.20 401D Sept 15/95 b) CIBC 399,442 7.30 395D Sept 15/95 c) Royal 2,535,219 6.59 360D Aug 24/95 d) TD 375,060 6.76 350D Aug 24/95 e) TD 2,340,650 7.08 351D Aug 24/95 f) Royal 1,878,460 6.69 353D Sept 7/95 g) Montreal 3,201,372 6.70 338D Sept 8/95 h) TD 2,399,239 7.53 446D Jan 8/96 I i) RDC 740,000 7.40 474D Feb 7/96 J) TD 2,699,846 6.23 213D June 1/95 k) CIBC 2,999,579 6.70 255D Aug 7/95 1) RDC 25,000 7.38 J05D Oct 15/95 M) RDC 24,000 10.25 322D Nov 1/95 n) Montreal 2,016,189 8.43 180D July 31/95 o) Wood Gundy 2,210,810 8.90 774D April 11/97 p) Wood Gundy 589,189 8.90 833D June 9/97 4) RBC 250,000 8.00 184D Sept 1/95 r) RBC 215,859 8.50 365D May 1/96 0.75 730D May 1/97 8.075 1095D May 1/98 9.00 1460D May 1/99 e) RBC 999,999 7.70 1718D Feb 6/00 t) RBC 295,000 8.50 9Y May 26/04 U) RBC 601,120 7.95 1366D Feb 20/99 V) Wood Gundy 344,316 7.90 1135D July 13/96 39,025,809 718 i PART 'E' MAY 1995 Develo ment Charges Total Lot Levies Town Region C.H.E.C. 290572 Ontario Ltd. 24,878.00 — 10,262.00 14,616.00 — L.29, C.2 Courtice Plan 40M-1779 Res. Devi. Form#21 51 1-21 51 2 B/P#95-0189,0190 736462 Ontario Ltd, 24,820.00 — 11,520.00 13,300.00 — Pt. L.1 &30 Block 6 B/P#94-0791 Andelwood Homes 12,439.00 — 5,131.00 7,308.00 — B/P#95-0062 R. Smit 1,643.00 — — 1,643.00 — Res. Devi. Form #21502 Wilmot Creek 615.00 — 615.00 — — Lot 758 — 8 Steelhead Lane B/P#95-0214 Steve Devecseri 6,774.00 — 5,131.00 1,643.00 — L.26, C.2 Hancock Rd. B/P#95-0200 R, Rutsma 6,774.00 — 5,131.00 1,643.00 — L.12, C.4 Darlington Res. Devi. Form #21510 B/P#95—0186 D. Thomas 6,774.00 — 5,131.00 1,643.00 — L.31, C.3 Darlington Res. Devi. Form #21520 B/P#95-0221 TOTALS 84,717.00 0.00 42,921.00 41,796.00 0.00 Contributions — Cash—in—Lieu of Parkland Kalee Inv. Ltd. $ 10,000.00 Pt. L.19, C.8 Darlington Plan 18T-89030 Fridel Ltd. 1,497.00 L/D 61/95 Foxhunt Trail Total $ 11,497.00 Contributions — Roads Fridel Ltd. L/D 61/95 Foxhunt Trail $ 675.63 i 719 i