SHELTER PROPERTIES IV LIMITED PARTNERSHIP
SC 14D1/A, 1999-08-06
REAL ESTATE
Previous: GENERAL GOVERNMENT SECURITIES MONEY MARKET FUND INC, N-30D, 1999-08-06
Next: ANGELES PARTNERS XI, SC 14D1/A, 1999-08-06



<PAGE>   1
                       SECURITIES AND EXCHANGE COMMISSION
                             WASHINGTON, D.C. 29549

                             ----------------------

                                 AMENDMENT NO. 2
                                (FINAL AMENDMENT)
                                       TO
                                 SCHEDULE 14D-1
               TENDER OFFER STATEMENT PURSUANT TO SECTION 14(d)(1)
                     OF THE SECURITIES EXCHANGE ACT OF 1934
                                       AND
                                  SCHEDULE 13D
                    UNDER THE SECURITIES EXCHANGE ACT OF 1934
                               (AMENDMENT NO. 13)


                              SHELTER PROPERTIES IV
                            (Name of Subject Company)

                             AIMCO PROPERTIES, L.P.
                                    (Bidder)

                      UNITS OF LIMITED PARTNERSHIP INTEREST
                         (Title of Class of Securities)

                                      NONE
                      (CUSIP Number of Class of Securities)



                                 PATRICK J. FOYE
                   APARTMENT INVESTMENT AND MANAGEMENT COMPANY
                     1873 SOUTH BELLAIRE STREET, 17TH FLOOR
                             DENVER, COLORADO 80222
                                 (303) 757-8101
            (Name, Address and Telephone Number of Person Authorized
           to Receive Notices and Communications on Behalf of Bidder)


                                    COPY TO:

                              JONATHAN L. FRIEDMAN
                    SKADDEN, ARPS, SLATE, MEAGHER & FLOM LLP
                           300 SOUTH GRAND, 34TH FLOOR
                          LOS ANGELES, CALIFORNIA 90071
                                 (213) 687-5000

                             ----------------------




<PAGE>   2



                            CALCULATION OF FILING FEE


- --------------------------------------------------------------------------------
Transaction Valuation*     $7,263,009            Amount of Filing Fee: $1,452.60
- --------------------------------------------------------------------------------

*        For purposes of calculating the fee only. This amount assumes the
         purchase of 13,550.39 units of limited partnership interest of the
         subject partnership for $536 per unit. The amount of the filing fee,
         calculated in accordance with Section 14(g)(1)(B)(3) and Rule 0-11(d)
         under the Securities Exchange Act of 1934, as amended, equals 1/50th of
         one percent of the aggregate of the cash offered by the bidder.

[ ]      Check box if any part of the fee is offset as provided by Rule
         0-11(a)(2) and identify the filing with which the offsetting fee was
         previously paid. Identify the previous filing by registration statement
         number or the form or schedule and the date of its filing.


Amount Previously Paid:  $1,452.60       Filing Parties:  AIMCO Properties, L.P.


Form or Registration No.:  Schedule 14D  Date Filed:  July 1, 1999




                         (Continued on following pages)


                                   Page 1 of 6

<PAGE>   3



CUSIP No.   NONE                   14D-1 AND 13D/A


1.       NAME OF REPORTING PERSONS
         S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS

                  AIMCO PROPERTIES, L.P.
                  84-1275621

2.       CHECK THE APPROPRIATE BOX IF A MEMBER OF GROUP
                                                                         (a) [ ]
                                                                         (b) [X]

3.       SEC USE ONLY

4.       SOURCE OF FUNDS

                  WC, BK

5.       (CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO
         ITEMS 2(e) OR 2(f)                                                  [ ]


6.       CITIZENSHIP OR PLACE OF ORGANIZATION

                  Delaware

7.       AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

                  1,633.3

8.       CHECK IF THE AGGREGATE AMOUNT IN ROW (7) EXCLUDES CERTAIN SHARES
                                                                             [ ]


9.       PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (7)

                  3.3%


10.      TYPE OF REPORTING PERSON

                  PN


                                   Page 2 of 6

<PAGE>   4



CUSIP No.  NONE                  14D-1 AND 13D/A


1.       NAME OF REPORTING PERSONS
         S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS

                  AIMCO-GP, INC.


2.       CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
                                                                         (a) [ ]
                                                                         (b) [X]

3.       SEC USE ONLY

4.       SOURCES OF FUNDS

                  Not Applicable

5.       CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO
         ITEMS 2(e) OR 2(f)                                                  [ ]

6.       CITIZENSHIP OR PLACE OF ORGANIZATION

                  Delaware

7.       AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

                  1,633.3

8.       CHECK IF THE AGGREGATE AMOUNT IN ROW (7) EXCLUDES CERTAIN SHARES
                                                                             [ ]

9.       PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (7)

                  3.3%

10.      TYPE OF REPORTING PERSON

                  CO


                                   Page 3 of 6

<PAGE>   5



CUSIP No.  NONE                   14D-1 AND 13D/A


1.       NAME OF REPORTING PERSONS
         S.S. OR I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS

                  APARTMENT INVESTMENT AND MANAGEMENT COMPANY
                  84-129577

2.       CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
                                                                         (a) [ ]
                                                                         (b) [X]

3.       SEC USE ONLY

4.       SOURCES OF FUNDS

                  Not Applicable

5.       CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO
         ITEMS 2(e) OR 2(f)

                                                                             [ ]

6.       CITIZENSHIP OR PLACE OF ORGANIZATION

                  Maryland

7.       AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

                  21,370.3

8.       CHECK IF THE AGGREGATE AMOUNT IN ROW (7) EXCLUDES CERTAIN SHARES

                                                                             [ ]

9.       PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (7)

                  42.7%

10.      TYPE OF REPORTING PERSON

                  CO



                                   Page 4 of 6

<PAGE>   6



       AMENDMENT NO. 2 TO SCHEDULE 14D-1/AMENDMENT NO. 13 TO SCHEDULE 13D

         This Statement (the "Statement") constitutes (a) Amendment No. 2 and
the Final Amemdnent to the initial Schedule 14D-1 of AIMCO Properties, L.P. (the
"AIMCO OP"), relating to AIMCO OP's offer to purchase units of limited
partnership interest ("Units") of Shelter Properties IV (the "Partnership"); and
(b) Amendment No. 13 to the Schedule 13D (the "Schedule 13D") originally filed
with the Securities and Exchange Commission (the "Commission") on May 31, 1995,
by SP IV Acquisition, L.L.C. ("SP IV") and Insignia Financial Group, Inc.
("Insignia"), as amended by (i) Amendment No. 1, filed with the Commission on
June 13, 1995, SP IV and Insignia, (ii) Amendment No. 2, filed with the
Commission on June 21, 1995, by SP IV and Insignia, (iii) Amendment No. 3, filed
with the Commission on SP IV and Insignia, (iv) Amendment No. 4, filed with the
Commission on November 22, 1995, by SP IV and Insignia, (v) Amendment No. 5,
filed with the Commission on June 23, 1997, by SP IV, Market Ventures, L.L.C.
("Market Ventures"), Liquidity Assistance, L.L.C. ("Liquidity Assistance"),
Insignia and Andrew L. Farkas, (vi) Amendment No. 6, filed with the Commission
on July 21, 1998, by Cooper River Properties, L.L.C. ("Cooper River"), Insignia,
Insignia Properties, L.P. ("IPLP"), Insignia Properties Trust ("IPT") and Andrew
L. Farkas, (vii) Amendment No. 7, filed with the Commission on August 18, 1998,
by Cooper River, IPLP, IPT, Insignia and Andrew L. Farkas, (viii) Amendment No.
8, filed with the Commission on August 24, 1998, by Cooper River, IPLP, IPT,
Insignia and Andrew L. Farkas, (ix) Amendment No. 9, filed with the Commission
on September 24, 1998, by Cooper River, IPLP, IPT, Insignia and Andrew L.
Farkas, (x) Amendment No. 10, filed with the Commission on October 26, 1998, by
Cooper River, IPLP,IPT, AIMCO OP, AIMCO-GP, Inc. ("AIMCO- GP") and Apartment
Investment and Management Company ("AIMCO"), (xi) Amendment No. 11, filed with
the Commission on June 2, 1999, by Cooper River, AIMCO/IPT, Inc. ("AIMCO/IPT"),
IPLP, AIMCO OP, AIMCO-GP and AIMCO, and (xii) Amendment No. 12, filed with the
Commission on July 1, 1999, by Cooper River, AIMCO/IPT, IPLP, AIMCO OP, AIMCO-GP
and AIMCO. The item numbers and responses thereto are set forth below in
accordance with the requirements of Schedule 14D-1.

ITEM 6.           INTEREST IN SECURITIES OF THE SUBJECT COMPANY.

         (a) - (b) At 5:00 p.m., New York time, on Friday, July 30, 1999, the
offer expired pursuant to its terms. A total of 1,288.3 Units, representing
approximately 2.5% of the outstanding Units, were validly tendered and not
withdrawn pursuant to the offer. AIMCO OP has accepted for payment all of those
Units at $536 per Unit.




                                   Page 5 of 6

<PAGE>   7


                                    SIGNATURE

         After due inquiry and to the best of my knowledge and belief, I certify
that the information set forth in this statement is true, complete and correct.

Dated:  August 6, 1999




                                             COOPER RIVER PROPERTIES, L.L.C.

                                             By: /s/ Patrick J. Foye
                                                 ------------------------------
                                                  Executive Vice President

                                             AIMCO/IPT, INC.

                                             By: /s/ Patrick J. Foye
                                                 ------------------------------
                                                  Executive Vice President

                                             INSIGNIA PROPERTIES, L.P.

                                             By:  AIMCO/IPT, INC.
                                                  (General Partner)

                                             By:  /s/ Patrick J. Foye
                                                 ------------------------------
                                                  Executive Vice President

                                             AIMCO PROPERTIES, L.P.

                                             By: AIMCO-GP, INC.
                                                  (General Partner)

                                             By: /s/ Patrick J. Foye
                                                 ------------------------------
                                                  Executive Vice President

                                             AIMCO-GP, INC.

                                             By: /s/ Patrick J. Foye
                                                 ------------------------------
                                                  Executive Vice President

                                             APARTMENT INVESTMENT
                                             AND MANAGEMENT COMPANY

                                             By: /s/ Patrick J. Foye
                                                 ------------------------------
                                                  Executive Vice President




                                   Page 6 of 6


© 2022 IncJournal is not affiliated with or endorsed by the U.S. Securities and Exchange Commission