SHELTER PROPERTIES V LIMITED PARTNERSHIP
SC 14D1/A, 1999-07-30
REAL ESTATE
Previous: ELECTRONIC ARTS INC, S-8, 1999-07-30
Next: COMPAQ COMPUTER CORP, 8-K, 1999-07-30



<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. 14)


                              SHELTER PROPERTIES V
                           (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)


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



<PAGE>   2



                           CALCULATION OF FILING FEE

- -------------------------------------------------------------------------------
Transaction Valuation*   $7,197,571            Amount of Filing Fee: $1,439.51

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

*        For purposes of calculating the fee only. This amount assumes the
         purchase of 13,230.83 units of limited partnership interest of the
         subject partnership for $544 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:  $1,439.51      Filing Parties:  AIMCO Properties, L.P.


Form or Registration No.: Schedule 14D  Date Filed:  July 8, 1999




                         (Continued on following pages)



                                  Page 2 of 9

<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

                  1,343

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


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

                  2.6%


10.      TYPE OF REPORTING PERSON

                  PN


                                  Page 3 of 9

<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

                  1,343

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

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

                  2.6%

10.      TYPE OF REPORTING PERSON

                  CO


                                  Page 4 of 9

<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

                  INSIGNIA PROPERTIES, L.P.


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

                  22,861

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

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

                  43.5%

10.      TYPE OF REPORTING PERSON

                  PN

                                  Page 5 of 9

<PAGE>   6



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


1.       NAME OF REPORTING PERSONS
         I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)

                  AIMCO/IPT, INC.

2.       CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

                                                             (a)  [ ]
                                                             (b)  [X]

3.       SEC USE ONLY



4.       SOURCE OF FUNDS

                  Not Applicable

5.       CHECK BOX 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

                  22,861

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

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

                  43.5%

10.      TYPE OF REPORTING PERSON

                  CO


                                  Page 6 of 9

<PAGE>   7



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

                  24,204

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

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

                  46.1%

10.      TYPE OF REPORTING PERSON

                  CO


                                  Page 7 of 9

<PAGE>   8



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


                  This Statement (the "Statement") constitutes (a) Amendment
No. 2 and the Final Amendment 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 V (the
"Partnership"); and (b) Amendment No. 14 to the Schedule 13D (the "Schedule
13D") originally filed with the Securities and Exchange Commission (the
"Commission") on May 31, 1995, by Insignia Financial Group, Inc. ("Insignia")
and SP V Acquisition, L.L.C. ("SP V"), as amended by (i) Amendment No. 1, filed
with the Commission on June 14, 1995, by Insignia and SP V, (ii) Amendment No.
2, filed with the Commission on June 21, 1995, by Insignia and SPIA, (iii)
Amendment No. 3, filed with the Commission on July 12, 1995 by Insignia and SP
V, (iv) Amendment No. 4, filed with the Commission on November 22, 1995, by
Insignia and SP V, (v) Amendment No. 5, filed with the Commission on April 25,
1997, by Insignia, Insignia Properties, L.P. ("IPLP"), SP V, Insignia
Properties Trust ("IPT") and Andrew L. Farkas, (vi) Amendment No. 6, filed with
the Commission on June 20, 1997, by Insignia, IPLP, IPT and Andrew L. Farkas,
(vii) Amendment No.7, filed with the Commission on July 21, 1998, by Cooper
River Properties, L.L.C. ("Cooper River"), Insignia, IPLP, IPT and Andrew L.
Farkas, (viii) Amendment No. 8, filed with the Commission on August 18, 1998,
by Cooper River, Insignia, IPLP, IPT and Andrew L. Farkas, (ix) Amendment No.
9, filed with the Commission on August 24, 1998, by Cooper River, Insignia,
IPLP, IPT and Andrew L. Farkas, (x) Amendment No. 10, filed with the Commission
on September 24, 1998, by Cooper River, Insignia, IPLP, IPT and Andrew L.
Farkas, (xi) Amendment No. 11, 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"), (xii) Amendment No. 12,
filed with the Commission on June 10, 1999, by Cooper River, AIMCO/IPT, Inc.
("AIMCO/IPT"), IPLP, AIMCO OP, AIMCO-GP and AIMCO, and (xiii) Amendment No. 13,
filed with the Commission on July 8, 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 Wednesday, July 14, 1999, the
offer expired pursuant to its terms. A total of 834 Units, representing
approximately 1.6% 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 $544 per Unit..



                                  Page 8 of 9

<PAGE>   9


                                   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:  July 30, 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 9 of 9



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