6. IRS Form 8038-GForm 8038-G Information Return for Tax -Exempt Governmental Obligations
► Under Internal Revenue Code section 149(e) OMB No. 1545-0720
(Rev. November 2000) ► See separate Instructions.
Department of the Treasury Internal Revenue Service Caution: If the issue price is under $100,000, use Form 8038-GC.
9931 1 Rennrtinn Authority If Amended Return. check here ► I-1
1
Issuer's name
2 Issuer's employer identification number
CITY OF KALISPELL, MONTANA
81 ; 6001281
3
Number and street (or P.O. box if mail is not delivered to street address)
Room/suite
4 Report number
312 FIRST AVENUE EAST
3 2005-2
5
City, town, or post office, state, and ZIP code
6 Date of issue
KALISPELL, MT 59903
SEPTEMBER 15, 2005
7
Name of issue
8 CUSIP number
TAX INCREMENT URBAN RENEWAL BONDS, SERIES 2005A (NON-AMT) and 2005B
(AMT)l
48342R AS5
9
Name and title of officer or legal representative whom the IRS may call for more information
10 Telephone number of officer or legal representative
AMY ROBERTSON, FINANCE DIRECTOR
( 406 ) 758-7701
ILM. N1type of Issue (check applicable box(es) and enter the issue price) See instructions and attach schedule
11 ❑ Education . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12 ❑ Health and hospital . . . . . . . . . . . . . . . . . . . . . .
13 ❑ Transportation . . . . . . . . . . . . . . . . . . . . . . . . .
14 ❑ Public safety. . . . . . . . . . . . . . . . . . . . . . . . .
15 ❑ Environment (including sewage bonds) . . . . . . . . . . . . . . . . . .
16 ElHousing . . . . . . . . . . . . . . . . . . . . . . . . . . .
17 ❑ Utilities . . . . . . . . . . . . . . . . . . .
18 ❑✓ Other. Describe ► Urban Renewal Projects
19 If obligations are TANS or RANs, check box ► ❑ If obligations are BANS, check box ► ❑
20 If obligations are in the form of a lease or installment sale, check box ► ❑
11
12
13
14
15
16
17
18
2,000,000
' Description of Obligations. Complete for the entire issue for which this form is being filed.
(a) Final maturity date
(b) Issue price
(c) Stated redemption
price at maturity
(d) Weighted
average maturity
(e) Yield
21 7/1/20
$ 2,000,000
$ 2,000,000
8.477 years
4.1624162 %
M. 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 67,006.25
25 Proceeds used for credit enhancement . . . . . . . . . . . . 25 0
26 Proceeds allocated to reasonably required reserve or replacement fund . . 26 184,875.00
27 Proceeds used to currently refund prior issues . . . . . . . . . 27 0
28 Proceeds used to advance refund prior issues . . . . . . . . . 28 0
29 Total (add lines 24 through 28) . . . . . . . . . . . . . . . . . . . . . . .
30 Nonrefundin proceeds of the issue (subtract line 29 from line 23 and enter amount here) .
22
0
23
2,000,000.00
29
251,881.25
30
1,748,118.75
' Description of Refunded Bonds (Complete this part only for refunding bonds.)
31 Enter the remaining weighted average maturity of the bonds to be currently refunded . . . ► years
32 Enter the remaining weighted average maturity of the bonds to be advance refunded . . . ► years
33 Enter the last date on which the refunded bonds will be called . . . . . . . . . . . ►
34 Enter the dates) the refunded bonds were issued ►
FUMM Miscellaneous
35 Enter the amount of the state volume cap allocated to the issue under section 141(b)(5) 35 0
36a Enter the amount of gross proceeds invested or to be invested in a guaranteed investment contract (see instructions) 36a 0
b Enter the final maturity date of the guaranteed investment contract ►
37 Pooled financings: a Proceeds of this issue that are to be used to make loans to other governmental units 37a 0
b If this issue is a loan made from the proceeds of another tax-exempt issue, check box ► ❑ and enter the name of the
issuer ► and the date of the issue ►
38 If the issuer has designated the issue under section 265(b)(3)(B)(i)(III) (small issuer exception), check box . . . ►
39 If the issuer has elected to pay a penalty in lieu of arbitrage rebate, check box . . . . . . . . . . . . ► ❑
40 If the issuer has identified a hedge, check box ► El. . . . . . . . . . . . . . . . . . . . . . .
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge
andClature
th are true, correct, and complete.
Sign
Here ' ' PAMELA B. KENNEDY, MAYOR
of issuer's authorize epres nta ive Da Type or print name and title
For Paperwork Reduction Act Notice, see page 2 of the lnstr Cat. No. 63773S Form 8038-G (Rev. 11-2000)