-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, SO2bXn+019tZY10Z4USMYXM8JsI+YANT6RZtHRnHF5TNWa/ZOgGYPp8RmdYc686U wfS9LuePWWajBa99j2Bsxw== 0000929638-96-000214.txt : 19961224 0000929638-96-000214.hdr.sgml : 19961224 ACCESSION NUMBER: 0000929638-96-000214 CONFORMED SUBMISSION TYPE: SC 13D PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 19961223 SROS: NONE GROUP MEMBERS: EGGERT DAGBJARTSSON GROUP MEMBERS: EQUITY RESOURCE GROUP INC ET AL GROUP MEMBERS: JAMES E. BROOKS GROUP MEMBERS: MARK S. THOMPSON SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: KRUPP REALTY LTD PARTNERSHIP V CENTRAL INDEX KEY: 0000721799 STANDARD INDUSTRIAL CLASSIFICATION: REAL ESTATE [6500] IRS NUMBER: 042796207 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D SEC ACT: 1934 Act SEC FILE NUMBER: 005-47451 FILM NUMBER: 96684954 BUSINESS ADDRESS: STREET 1: 470 ATLANTIC AVE CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 6174232233 MAIL ADDRESS: STREET 1: C/O BERKSHIRE REALTY AFFILIATES STREET 2: 470 ATLANTIC AVE CITY: BOSTON STATE: MA ZIP: 02210 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: EQUITY RESOURCE GROUP INC ET AL CENTRAL INDEX KEY: 0001023846 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D BUSINESS ADDRESS: STREET 1: 14 STORY SE CITY: CAMBRIDGE STATE: MA ZIP: 02138 BUSINESS PHONE: 6179518183 MAIL ADDRESS: STREET 1: 14 STORY SE CITY: CAMBRIDGE STATE: MA ZIP: 02138 SC 13D 1 SCHEDULE 13D UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13D UNDER THE SECURITIES AND EXCHANGE ACT OF 1934 Krupp Realty Limited Partnership V (Name of issuer) Limited Partnership Units (Title of class of securities) Not Applicable (CUSIP number) Mark S. Thompson c/o Equity Resources Group, Incorporated, 14 Story Street, Cambridge, Massachusetts 02138 (617) 876-4800 (Name, address and telephone number of person authorized to receive notices and communications) DECEMBER 12, 1996 (Date of event which requires filing of this statement) If the filing person has previously filed a statement on Schedule 13G to report the acquisition which is the subject of this Schedule 13D, and is filing this schedule because of Rule 13d-1(b)(3) or (4), check the following box [ ]. Check the following box if a fee is being paid with the statement [X]. (A fee is not required only if the reporting person: (1) has a previous statement on file reporting beneficial ownership of more than five percent of the class of securities described in Item 1; and (2) has filed no amendment subsequent thereto reporting beneficial ownership of five percent or less of such class.) (See Rule 13d-7.) NOTE: Six copies of this statement, including all exhibits, should be filed with the Commission. See Rule 13d-1(a) for other parties to whom copies are to be sent. *The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page. The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). (Continued on following page(s)) 1. NAMES AND IDENTIFICATION NO. OF REPORTING PERSONS: Equity Resources Group, Incorporated I.R.S.# 04-2723870 James E. Brooks Mark S. Thompson Eggert Dagbjartsson 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (A) [ ] (B) [ ] 3. SEC USE ONLY 4. SOURCE OF FUNDS (SEE INSTRUCTIONS) WC $303,425.00 5. CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(D) OR 2(E) [ ] 6. CITIZENSHIP OR PLACE OF ORGANIZATION Equity Resources Group, Incorporated is a Massachusetts corporation. James E. Brooks is a United States citizen. Mark S. Thompson is a United States citizen. Eggert Dagbjartsson is a United States citizen. NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH: 7. SOLE VOTING POWER None 8. SHARED VOTING POWER 125 Units are held by Equity Resource Cambridge Fund Limited Partnership, a Massachusetts limited partnership, of which Equity Resources Group, Incorporated, James E. Books, Eggert Dagbjartsson and Mark S. Thompson are the general partners (the "Cambridge Fund General Partners"). Voting power with respect to such Units is shared by the Cambridge Fund General Partners as reporting persons in their capacities as general partners of such limited partnership. 20 Units are held by Equity Resource General Fund Limited Partnership, a Massachusetts limited partnership, of which Equity Resources Group, Incorporated, James E. Books, Eggert Dagbjartsson and Mark S. Thompson are the general partners (the "General Fund General Partners"). Voting power with respect to such Units is shared by the General Fund General Partners as reporting persons in their capacities as general partners of such limited partnership. 1,559.5 Units are held by Equity Resource Fund XVII Limited Partnership, a Massachusetts limited partnership, of which Equity Resources Group, Incorporated and Eggert Dagbjartsson are the general partners (the "Fund XVII General Partners"). Voting power with respect to such Units is shared by the Fund XVII General Partners as reporting persons in their capacities as general partners of such limited partnership. 225 Units are held by Equity Resource Fund XIX Limited Partnership, a Massachusetts limited partnership, of which Equity Resources Group, Incorporated and Eggert Dagbjartsson are the general partners (the "Fund XIX General Partners"). Voting power with respect to such Units is shared by the Fund XIX General Partners as reporting persons in their capacities as general partners of such limited partnership. See Item 2 below for other required information. 9. SOLE DISPOSITIVE POWER None 10. SHARED DISPOSITIVE POWER 125 Units are held by Equity Resource Cambridge Fund Limited Partnership, a Massachusetts limited partnership. Dispositive power with respect to such Units is shared by the Cambridge Fund General Partners as reporting persons in their capacities as general partners of such limited partnership. 20 Units are held by Equity Resource General Fund Limited Partnership, a Massachusetts limited partnership. Dispositive power with respect to such Units is shared by the General Fund General Partners as reporting persons in their capacities as general partners of such limited partnership. 1,559.5 Units are held by Equity Resource Fund XVII Limited Partnership, a Massachusetts limited partnership. Dispositive power with respect to such Units is shared by the Fund XVII General Partners as reporting persons in their capacities as general partners of such limited partnership. 225 Units are held by Equity Resource Fund XIX Limited Partnership, a Massachusetts limited partnership. Dispositive power with respect to such Units is shared by the Fund XIX General Partners as reporting persons in their capacities as general partners of such limited partnership. See Item 2 below for other required information. 11. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 125 Units are held by Equity Resource Cambridge Fund Limited Partnership, a Massachusetts limited partnership, of which the reporting persons Equity Resources Group, Incorporated, James E. Books, Eggert Dagbjartsson and Mark S. Thompson are the general partners. 20 Units are held by Equity Resource General Fund Limited Partnership, a Massachusetts limited partnership, of which the reporting persons Equity Resources Group, Incorporated, James E. Books, Eggert Dagbjartsson and Mark S. Thompson are the general partners. 1,559.5 Units are held by Equity Resource Fund XVII Limited Partnership, a Massachusetts limited partnership, of which the reporting persons Equity Resources Group, Incorporated and Eggert Dagbjartsson are the general partners. 225 Units are held by Equity Resource Fund XIX Limited Partnership, a Massachusetts limited partnership, of which the reporting persons Equity Resources Group, Incorporated and Eggert Dagbjartsson are the general partners. See Item 2 below for other required information. 12. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES(SEE INSTRUCTIONS) [ ] 13. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 0.4% are held by Equity Resource Cambridge Fund Limited Partnership, a Massachusetts limited partnership, of which the reporting persons Equity Resources Group, Incorporated, James E. Books, Eggert Dagbjartsson and Mark S. Thompson are the general partners. 0.1% are held by Equity Resource General Fund Limited Partnership, a Massachusetts limited partnership, of which the reporting persons Equity Resources Group, Incorporated, James E. Books, Eggert Dagbjartsson and Mark S. Thompson are the general partners. 4.4% are held by Equity Resource Fund XVII Limited Partnership, a Massachusetts limited partnership, of which the reporting persons Equity Resources Group, Incorporated and Eggert Dagbjartsson are the general partners. 0.6% are held by Equity Resource Fund XIX Limited Partnership, a Massachusetts limited partnership, of which the reporting persons Equity Resources Group, Incorporated and Eggert Dagbjartsson are the general partners See Item 2 below for other required information. 14. TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) Equity Resources Group, Incorporated: CO James E. Brooks: IN Mark S. Thompson: IN Eggert Dagbjartsson: IN Item 1. Security and Issuer. This statement relates to certain limited partnership units (the "Units") of Krupp Realty Limited Partnership V, a Massachusetts limited partnership with its principal executive office at c/o The Berkshire Group, 470 Atlantic Avenue, Boston, MA 02210. Item 2. Identity and Background. (a) The names of the persons filing this statement are Equity Resources Group, Incorporated, a Massachusetts corporation, James E. Brooks, Mark S. Thompson, and Eggert Dagbjartsson, respectively. Equity Resources Group, Incorporated, James E. Brooks, Mark S. Thompson and Eggert Dagbjartsson are the general partners of Equity Resource Cambridge Fund Limited Partnership and Equity Resource General Fund Limited Partnership. Equity Resources Group, Incorporated and Eggert Dagbjartsson are the general partners of Equity Resource Fund XVII Limited Partnership and Equity Resource Fund XIX Limited Partnership. This statement on Schedule 13D is filed on behalf of all such reporting persons. The executive officers and directors of Equity Resources Group, Incorporated are James E. Brooks, Chairman of the Board of Directors and Director, Mark S. Thompson, President and Director, and Eggert Dagbjartsson, Executive Vice President and Director. (b) The business address of each of Equity Resources Group, Incorporated, Mark S. Thompson, James E. Brooks, and Eggert Dagbjartsson, respectively, is 14 Story Street, Cambridge, Massachusetts 02138. (c) Mr. Brooks' principal occupation is Chairman of the Board of Directors of Equity Resources Group, Incorporated. Mr. Thompson's principal occupation is President of Equity Resources Group, Incorporated. Mr. Dagbjartsson's principal occupation is Executive Vice President of Equity Resources Group, Incorporated. (d) During the past five years, none of Equity Resources Group, Incorporated, Mark S. Thompson, James E. Brooks, and Eggert Dagbjartsson, respectively, has been convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors). (e) During the past five years, none of Equity Resources Group, Incorporated, Mark S. Thompson, James E. Brooks, and Eggert Dagbjartsson, respectively, has been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction as a result of which such person was subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws. (f) Mark S. Thompson, James E. Brooks, and Eggert Dagbjartsson are citizens of the United States. Item 3. Source and Amount of Funds or Other Consideration. Equity Resource Cambridge Fund Limited Partnership, Equity Resource General Fund Limited Partnership, Equity Resource Fund XVII Limited Partnership and Equity Resource Fund XIX Limited Partnership, respectively, purchased the Units hereby reported for an aggregate of $303,425.00 cash. The source of such funds was the working capital of these respective limited partnerships. Item 4. Purpose of Transaction. Equity Resource Cambridge Fund Limited Partnership, Equity Resource General Fund Limited Partnership, Equity Resource Fund XVII Limited Partnership and Equity Resource Fund XIX Limited Partnership, respectively, acquired the Units for investment purposes and none of such limited partnerships, or any of the reporting persons has any present plans or proposals that relate to or would result in any of the actions described in Item 4(a)-(j) of the instructions to Schedule 13D. Item 5. Interest in Securities of the Issuer. (a) The reporting persons, in their capacities as general partners of each of Equity Resource Cambridge Fund Limited Partnership, Equity Resource General Fund Limited Partnership, Equity Resource Fund XVII Limited Partnership and Equity Resource Fund XIX Limited Partnership, respectively, beneficially own an aggregate of 1,929.5 Units, representing 5.48% of the Units presently outstanding (the percentages reported in Item 13 do not cumulate to 5.48% because of rounding done pursuant to the instructions to Schedule 13D). (b) The reporting persons, in their capacities as general partners of each of Equity Resource Cambridge Fund Limited Partnership, Equity Resource General Fund Limited Partnership, Equity Resource Fund XVII Limited Partnership and Equity Resource Fund XIX Limited Partnership, respectively, share the power to vote or direct the vote and to dispose of or direct the disposition of all of the 1,929.5 Units referred to in Item 5(a). See Item 2 above for other required information. (c) Not applicable. (d) Not applicable. (e) Not applicable. Item 6. Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer. None. Item 7. Material to be Filed as Exhibits. Exhibit 7.1 Agreement dated as of December 12, 1996, between Equity Resources Group, Incorporated, James E. Brooks, Mark S. Thompson and Eggert Dagbjartsson with respect to the filing of this statement on Schedule 13D. SIGNATURES After reasonable inquiry and to the best of my knowledge and belief, each of the undersigned certifies that the information set forth in this Statement is true, complete, and correct. December 12, 1996 December 12, 1996 ----------------- ----------------- (Date) (Date) EQUITY RESOURCES GROUP, INCORPORATED By /s/ Mark S. Thompson /s/ James E. Brooks __________________________ _________________________________ Mark S. Thompson James E. Brooks, individually President /s/ Mark S. Thompson _________________________________ Mark S. Thompson, individually /s/ Eggert Dagbjartsson _________________________________ Eggert Dagbjartsson, individually EXHIBIT 7.1 AGREEMENT This Agreement dated as of December 12, 1996, is by and among Equity Resources Group, Incorporated, a Massachusetts corporation, James E. Brooks, Mark S. Thompson and Eggert Dagbjartsson, each an individual. Each of the parties may be required to file with the United States Securities and Exchange Commission a statement on Schedule 13D with respect to an aggregate of 1,929.5 units (the "Units") of limited partnership interest in Krupp Realty Limited Partnership V, a Massachusetts limited partnership, held by Equity Resource Cambridge Fund Limited Partnership, Equity Resource General Fund Limited Partnership, Equity Resource Fund XVII Limited Partnership and Equity Resource Fund XIX Limited Partnership, respectively, by reason of the respective parties being the general partners of each of Equity Resource Cambridge Fund Limited Partnership, Equity Resource General Fund Limited Partnership, Equity Resource Fund XVII Limited Partnership and Equity Resource Fund XIX Limited Partnership, as the case may be. Pursuant to Rule 13(d)(1) promulgated under the Securities Exchange Act of 1934, as amended, the parties hereby agree to file a single statement on Schedule 13D on behalf of each of the parties, and hereby further agree to file this Agreement as an exhibit to such statement, as required by such rule. Executed and delivered as of the date first above written. EQUITY RESOURCES GROUP, INCORPORATED By /s/ Mark S. Thompson /s/ James E. Brooks _________________________ _________________________________ Mark S. Thompson James E. Brooks, individually President /s/ Mark S. Thompson __________________________________ Mark S. Thompson, individually /s/ Eggert Dagbjartsson __________________________________ Eggert Dagbjartsson, individually -----END PRIVACY-ENHANCED MESSAGE-----