1 VSI:rj A23-01754 (06-26-2023)
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OFFICE OF THE CITY ATTORNEY
DAWN MCINTOSH, City Attorney
411 West Ocean Boulevard, 9th Floor
Long Beach, CA 90802-4664
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF LONG BEACH ESTABLISHING AN ANNUAL
SPECIAL TAX FOR COMMUNITY FACILITIES DISTRICT
NO. 2007-2 (BELMONT SHORE) FOR FISCAL YEAR 20 23-
2024
WHEREAS, the City Council of the City of Long Beach (hereinafter referred to as the “legislative body”) initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors relating to the levy of a special tax in a community facili ties district, all as authorized pursuant to the terms and provisions of the “Mello-Roos Community Facilities Act of 1982”, being Chapter 2.5, Part 1 of Division 2, Title 5 of the Government Code of the State of California. This Community Facilities District shall hereinafter be referred to as Community Facilities District No. 2007- 2 (Belmont Shore); and
WHEREAS, this legislative body, by ordinance as authorized by Section 53340 of the government code of the State of California, has authorized the levy of a special tax to pay for costs and expenses related to said Community Facilities District, and this legislative body is desirous to establish the specific rate of the special tax to be collected for the next fiscal year; and
WHEREAS, the levy ha d been set at a rate of Twelve Cents ( $0.12) per commercial lot square-foot for Fiscal Years 2006 through 2018; and WHEREAS, the levy had been set at a rate of Fifteen Cents ( $0.15) per commercial lot square-foot for Fiscal Year 2019; and
WHEREAS, the levy had been set at a rate of Fourteen Cents ( $0.14) per commercial lot square-foot for Fiscal Years 2020 through 2023; and WHEREAS, projections to cover operating costs and consultant and trustee RES-23-0100
2 VSI:rj A23-01754 (06-26-2023)
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OFFICE OF THE CITY ATTORNEY
DAWN MCINTOSH, City Attorney
411 West Ocean Boulevard, 9th Floor
Long Beach, CA 90802-4664
fees show a continued rate of Fourteen Cents ($0.14) per commercial lot square-foot and is being recommended for Fiscal Year 2023-2024;
NOW, THEREFORE, the City Council of the City of Long Beach resolves as follows:
Section 1. The above recitals are all true and correct.
Section 2. That the specific rate and amount of the special tax to be collected to pay for the costs and expenses for the next fiscal year (20 23-2024) for Communities Facilities District 2007-2 (the “District”) is hereby determined and established as set forth in Exhibit “A”, attached hereto and incorporated herein.
Section 3. That the rate as set forth above does not exceed the amount as previously authorized by ordinance of this legislative body, and is not in excess of that as previously approved by the qualified electors of the District.
Section 4. The proceeds of the special tax shall be used to pay, in whole or in part, the costs of the following, in the following order of priority:
A. Payment of principal of and interest on any outstanding authorized bonded indebtedness;
B. Necessary replenishment of bond reserve funds or other reserve funds;
C. Payment of costs and expenses of authorized public facilities; D. Repayment of advance and loans, if appropriate.
The proceeds of the special taxes shall be used as set forth above, and shall not be used for any other purpose.
Section 5. The special tax shall be collect ed in the same manner as ordinary ad valorem property taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasona ble administrative costs incurred in collecting any said special tax.
Section 6. All monies above collected shall be paid into the Community 3 VSI:rj A23-01754 (06-26-2023)
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OFFICE OF THE CITY ATTORNEY
DAWN MCINTOSH, City Attorney
411 West Ocean Boulevard, 9th Floor
Long Beach, CA 90802-4664
Facilities District funds, including any bond fund and reserve fund.
Section 7. The Auditor of the County is hereby directed to enter in the next County assessment roll on which taxes will become due, opposite each lot or parcel of land affected in a space marked “ public improvements, special tax” or by any other suitable designation, the installment of the special tax, and for the exact ra te and amount of said tax, reference is made to the attached Exhibit “A”.
Section 8. The County Auditor shall then, at the close of the tax collection period, promptly render to this Agency a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection.
Section 9. This resolution shall take effect immediately upon its adopt ion by the City Council, and the City Clerk shall certify the vote adopting this resolution. ///
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1 I hereby certify that the foregoing resolution was adopted by the City Council 2 of the City of Long Beach at its meeting of July 18
' 2023 by the
3 following vote:
4 5 Ayes: Councilmembers: Zendejas, Duggan, Supernaw, Kerr, Saro, 6 Uranga, Austin, Ricks-Oddie, Allen.
7 8
9 Noes: Councilmembers: None.
10 11 Absent: Councilmembers: None.
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VSl:rj A23-01754 (06-26-2023)
01540984.DOCX
EXHIBIT "A"
City of Long Beach
CFD No. 2007-2 (Belmont Shore)
Final Billing Detail Report for Fiscal Year 2023/24
Owner (1) APN 2023/24 Levy (2)
5324 E 2ND STREET LLC 7245-001-001 $602.00
SCHULEIN JEFFREY M CO TR & SCHULEIN FAMILY TRUST 7245-001-002 1,204.00 TOMORROW PROPERTIES LLC 7245-001-003 602.00
BELMONT 2ND STREET LLC 7245-002-001 1,806.00
ABSTRACT HOLDINGS INC 7245-002-002 602.00
NIKOLAU PAUL AND JOYCE TRS & NIKOLAU FAMILY TRUST 7245-003-001 1,120.00 INNOMINATE LLC 7247-001-001 644.00
INNOMINATE LLC 7247-001-002 658.00
CALYPSO PROPERTIES LLC 7247-001-003 658.00
HOFS HUT RESTAURANTS INC 7247-001-004 658.00
HOROWITZ TIMNA K ET AL TRS & BIK FAMILY LP LESSEES 7247-002-001 2,016.00 JKE PROPERTIES LLC 7247-002-002 672.00
PLH HOLDINGS LLC 7247-003-001 420.00
5006 E 2ND ST LLC 7247-003-002 448.00
MMART 1 LLC 7247-003-003 434.00
5016 E 2ND ST LLC 7247-003-004 434.00
5018 E2 LLC 7247-003-005 952.00
PJ INVESTORS REAL ESTATE LLC 7247-004-001 672.00
NAM ISAKO CO TR & FRANK H C NAM TRUST 7247-004-002 672.00 5116 2ND LLC 7247-004-003 672.00
5116 2ND LLC 7247-004-004 672.00
ZENI SUSAN T TR ET AL & ENGLISH JOHN A 7247-005-046 2,688.00 BAJA FISH TACOS INC 7247-006-001 602.00
BELMONT SHORES LLC AND & TESSER LLC 7247-006-002 602.00 BELMONT EQUITY GROUP LLC 7247-006-003 602.00
SHORE RETAIL PARTNERS LLC 7247-006-004 602.00
5252 E 2ND ST LLC 7247-007-001 1,204.00
GERSCHULTZ STEVEN J CO TR & GERSCHULTZ FAMILY TRUST 7247-007-002 875.00 GERSCHULTZ STEVEN J CO TR & GERSCHULTZ FAMILY TRUST 7247-007-003 329.00 CALYPSO PROPERTIES LLC 7247-008-001 588.00
TRUWEST INVESTMENT GROUP LP 7247-008-002 1,176.00
MMART LLC 7247-008-004 574.00
5300 E 2ND ST LLC 7247-009-001 565.59
COWELL COLONY CAPITAL LP 7247-009-002 596.39
5316 E 2ND STREET LLC 7247-009-003 588.00
5318-20 E 2ND ST LLC 7247-009-004 588.00
MITCHELL LAND AND IMPROVEMENT CO 7249-017-013 805.00
CUTULI DIANA C CO TR & CUTULI GINA M 7249-017-018 1,255.79 DEKK ASSOCIATES 7249-018-029 602.00
HILL RICHARD H CO TR & LOUISE L ZUGG DECD TRUST 7249-018-030 602.00 Slight variances may occur due to rounding
(1) Ownership information taken from 2023/24 preliminary secured roll. (2) Computed at $0.14 per taxable lot square foot.
Copyright © 2013 by NBS Page 1 of 2 05/24/2023 09:40:13AM City of Long Beach
CFD No. 2007-2 (Belmont Shore)
Final Billing Detail Report for Fiscal Year 2023/24
Owner (1) APN 2023/24 Levy (2)
PAPADAKIS LILLIAN G CO TR & STAMATINA BRATSALIS DECD TRUST 7249-018-031 602.00 C SHORE PROPERTIES LLC 7249-018-032 602.00
2ND ST PROFESSIONAL CENTER LLC 7249-019-021 1,162.00
TRUWEST INVESTMENT GROUP LP 7249-019-022 1,176.00
TRUWEST INVESTMENT GROUP LP 7249-022-024 588.00
TAVLARIDES ANGELO J AND MARY TRS & A AND M TAVLARIDES
TRUST 7249-022-025 588.00
MILLAN JUDY & JUDY MILLAN TRUST 7249-022-026 588.00
BEACH HEIGHTS LLC 7249-022-027 268.79
LMC LONG BEACH LLC 7249-022-028 305.19
KHEDR BELMONT SHORES LLC 7249-023-023 2,408.00
HARRIS PROPERTIES 7249-026-023 602.00
HILL ROBERT H & LOUISE L ZUGG DECD TRUST 7249-026-024 293.15 PRSCF LLC 7249-026-025 308.83
WITZLING SANDY & SUSANNA WITZLING TRUST 7249-026-028 1,204.00 200 NIETO LLC 7249-027-022 672.00
SIMS PROPERTIES LLC ET AL & WELGE MICHAEL J 7249-027-023 672.00 TAUCHER CURT AND JACQUELINE TRS & CJT AND PROPERTIES LLC 7249-027-024 672.00
FARMERS AND MERCHANTS TR CO & JANE CLARK MANAGEMENT
TRUST 7249-027-025 672.00
BANK OF AMERICA 7249-030-021 672.00
5101 E2 LLC 7249-030-023 2,016.00
SASAKI FRANCES D & FRANCES SASAKI TRUST 7249-031-022 672.00 KHEDR MANAGEMENT GROUP LLC 7249-031-023 672.00
KHEDR MANAGEMENT GROUP LLC 7249-031-024 672.00
GATH JANICE K & R AND E KRONICK TRUST 7249-031-025 672.00 AMERICAN COMMERCIAL 7249-033-032 672.00
SAS 4901 LLC 7249-033-037 1,313.19
SAS 4901 LLC 7249-033-038 701.39
KHEDR PROPERTIES LLC 7249-034-024 1,302.00
FARMERS AND MERCHANTS BANK OF LONG BEACH 7249-034-029 1,316.00 TROSSEN KENNETH AND JUDITH TRS & TROSSEN FAMILY TRUST 7256-021-012 658.00 TROSSEN KENNETH AND JUDITH TRS & TROSSEN FAMILY TRUST 7256-021-013 658.00 RIVERSIDE PARTNERS LTD NO 100 7256-021-016 1,302.00
MMART 1 LLC ET AL & BOWMAN FAMILY HOLDINGS LLC 7256-021-019 4,370.79 HJM SUNRISE PLAZA LLC 7256-022-001 1,316.00
PARK AND SECOND LLC 7256-022-002 1,302.00
4600 E2 LLC 7256-023-001 1,344.00
EDD INVESTMENT CO 7256-023-002 1,344.00
BOREN LARRY L AND LYNN E TRS & BOREN FAMILY TRUST 7256-024-016 442.81 $68,864.9178 Accounts
Slight variances may occur due to rounding
(1) Ownership information taken from 2023/24 preliminary secured roll. (2) Computed at $0.14 per taxable lot square foot.
Copyright © 2013 by NBS Page 2 of 2 05/24/2023 09:40:13AM