0001047469-05-006223.txt : 20120626
0001047469-05-006223.hdr.sgml : 20120626
20050311163342
ACCESSION NUMBER: 0001047469-05-006223
CONFORMED SUBMISSION TYPE: 40-17F2
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20050311
DATE AS OF CHANGE: 20050311
EFFECTIVENESS DATE: 20050311
SUBJECT COMPANY:
COMPANY DATA:
COMPANY CONFORMED NAME: AMERICAN SELECT PORTFOLIO INC
CENTRAL INDEX KEY: 0000908785
IRS NUMBER: 411755339
STATE OF INCORPORATION: MN
FISCAL YEAR END: 1130
FILING VALUES:
FORM TYPE: 40-17F2
SEC ACT: 1940 Act
SEC FILE NUMBER: 811-07838
FILM NUMBER: 05675920
BUSINESS ADDRESS:
STREET 1: 800 NICOLLET AVE
STREET 2: US BANK
CITY: MINNEAPOLIS
STATE: MN
ZIP: 55402-3804
BUSINESS PHONE: 6123033381
MAIL ADDRESS:
STREET 1: 800 NICOLLET AVE
STREET 2: US BANK
CITY: MINNEAPOLIS
STATE: MN
ZIP: 55402
FILED BY:
COMPANY DATA:
COMPANY CONFORMED NAME: AMERICAN STRATEGIC INCOME PORTFOLIO INC
CENTRAL INDEX KEY: 0000878930
STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000]
IRS NUMBER: 411705401
STATE OF INCORPORATION: MN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 40-17F2
BUSINESS ADDRESS:
STREET 1: 800 NICOLLET AVE
STREET 2: US BANK
CITY: MINNEAPOLIS
STATE: MN
ZIP: 55402
BUSINESS PHONE: 6123033381
MAIL ADDRESS:
STREET 1: 800 NICOLLET AVE
CITY: MINNEAPOLIS
STATE: MN
ZIP: 55402
40-17F2
1
a2153539z40-17f2.txt
40-17F2
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM N-17f-2
Certificate of Accounting of Securities and Similar
Investments in the Custody of
Management Investment Companies
Pursuant to Rule 17f-2 [17 CFR 270.17f-2]
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1. Investment Company Act File Number: Date examination completed:
811-6404, 811-6640, 811-7444, 811-7838 November 30, 2004
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2. State identification Number:
--------------- --------------- --------------- --------------- --------------- ---------------
AL AK AZ AR CA CO
--------------- --------------- --------------- --------------- --------------- ---------------
CT DE DC FL GA HI
--------------- --------------- --------------- --------------- --------------- ---------------
ID IL IN IA KS KY
--------------- --------------- --------------- --------------- --------------- ---------------
LA ME MD MA MI MN
--------------- --------------- --------------- --------------- --------------- ---------------
MS MO MT NE NV NH
--------------- --------------- --------------- --------------- --------------- ---------------
NJ NM NY NC ND OH
--------------- --------------- --------------- --------------- --------------- ---------------
OK OR PA RI SC SD
--------------- --------------- --------------- --------------- --------------- ---------------
TN TX UT VT VA WA
--------------- --------------- --------------- --------------- --------------- ---------------
WV WI WY PUERTO RICO
--------------- --------------- --------------- ---------------------------------------------------
Other (specify):
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3. Exact name of investment company as specified in registration statement:
American Strategic Income Portfolio Inc. American Strategic Income Portfolio Inc. II,
American Strategic Income Portfolio Inc. III, American Select Portfolio Inc.
--------------------------------------------------------------------------------------------------------------
4. Address of principal executive office (number, street, city, state, zip code):
800 Nicollet Mall
Minnepolis, MN 55402
--------------------------------------------------------------------------------------------------------------
INSTRUCTIONS
This Form must be completed by investment companies that have custody of
securities or similar investments.
INVESTMENT COMPANY
1. All items must be completed by the investment company.
2. Give this Form to the independent public accountant who, in compliance with
Rule 17f-2 under the Act and applicable state law, examines securities and
similar investments in the custody of the investment company.
ACCOUNTANT
3. Submit this Form to the Securities and Exchange Commission and appropriate
state securities administrators when filing the certificate of accounting
required by Rule 17f-2 under the Act and applicable state law. File the
original and one copy with the Securities and Exchange Commission's
principal office in Washington, D.C., one copy with the regional office for
the region in which the investment company's principal business operations
are conducted, and one copy with the appropriate state administrator(s), if
applicable.
THIS FORM MUST BE GIVEN TO YOUR INDEPENDENT PUBLIC ACCOUNTANT
SEC 2198 (11-00)
Report of Independent Registered Public Accounting Firm
The Board of Directors
American Strategic Income Portfolio Inc.
American Select Portfolio Inc.
We have examined management's assertion, included in the accompanying Management
Statement Regarding Compliance With Certain Provisions of the Investment Company
Act of 1940 (the Act), that American Strategic Income Portfolio Inc. and
American Select Portfolio Inc. (referred to collectively as the Funds) complied
with the requirements of subsections (b) and (c) of Rule 17f-2 of the Act as of
November 30, 2004. Management is responsible for the Funds' compliance with
those requirements. Our responsibility is to express an opinion on management's
assertion about the Funds' compliance based on our examination.
Our examination was conducted in accordance with attestation standards
established by the American Institute of Certified Public Accountants and,
accordingly, included examining, on a test basis, evidence about the Funds'
compliance with those requirements and performing such other procedures as we
considered necessary in the circumstances. Included among our procedures were
the following tests performed as of November 30, 2004, and with respect to
agreement of security and similar investment purchases and sales, for the period
from May 31, 2004 (the date of our last examination) through November 30, 2004:
- Count and inspection of underlying documentation of securities and similar
investments in whole loans designated as being held in the vault of U.S.
Bank National Association (the Custodian) in St. Paul, Minnesota.
- Review of underlying documentation maintained by the Custodian for
securities and similar investments in whole loans in transit with the
respective loan servicer organization.
- Confirmation of all securities held by the Federal Reserve Bank of Boston
and the Depository Trust Company in book entry form.
- Reconciliation of confirmation results as to all such securities in whole
loans to the books and records of the Funds and the Custodian.
- Confirmation of all reverse repurchase agreements with brokers/banks and
agreement of underlying collateral with Custodian records.
- Agreement of eight security purchases since our last examination from the
books and records of the Funds to broker confirmations.
We believe that our examination provides a reasonable basis for our opinion. Our
examination does not provide a legal determination on the Funds' compliance with
specified requirements.
In our opinion, management's assertion that the Funds complied with the
requirements of subsections (b) and (c) of Rule 17f-2 of the Act as of November
30, 2004, with respect to securities and similar investments reflected in the
investment accounts of the Funds, is fairly stated, in all material respects.
This report is intended solely for the information and use of management and the
Board of Directors of the Funds and the Securities and Exchange Commission and
is not intended to be and should not be used by anyone other than these
specified parties.
/s/ Ernst & Young LLP
Minneapolis, Minnesota
January 18, 2005
2
Report of Independent Registered Public Accounting Firm
The Board of Directors
American Strategic Income Portfolio Inc. II
American Strategic Income Portfolio Inc. III
We have examined management's assertion, included in the accompanying Management
Statement Regarding Compliance With Certain Provisions of the Investment Company
Act of 1940 (the Act), that the American Strategic Income Portfolio Inc. II and
American Strategic Income Portfolio Inc. III (referred to collectively as the
Funds) complied with the requirements of subsections (b) and (c) of Rule 17f-2
of the Act as of November 30, 2004. Management is responsible for the Funds'
compliance with those requirements. Our responsibility is to express an opinion
on management's assertion about the Funds' compliance based on our examination.
Our examination was conducted in accordance with attestation standards
established by the American Institute of Certified Public Accountants and,
accordingly, included examining, on a test basis, evidence about the Funds'
compliance with those requirements and performing such other procedures as we
considered necessary in the circumstances. Included among our procedures were
the following tests performed as of November 30, 2004, and with respect to
agreement of security and similar investment purchases and sales, for the period
from May 31, 2004 (the date of our last examination) through November 30, 2004:
- Count and inspection of underlying documentation of securities and similar
investments in whole loans designated as being held in the vault of U.S.
Bank National Association (the Custodian) in St. Paul, Minnesota without
prior notice to management.
- Review of underlying documentation maintained by the Custodian for
securities and similar investments in whole loans in transit with the
respective loan servicer organization.
- Confirmation of all securities held by the Federal Reserve Bank of Boston
and the Depository Trust Company in book entry form.
- Reconciliation of confirmation results as to all such securities in whole
loans to the books and records of the Funds and the Custodian.
- Confirmation of all reverse repurchase agreements with brokers/banks and
agreement of underlying collateral with Custodian records.
- Agreement of eight security purchases since our last examination from the
books and records of the Funds to broker confirmations.
We believe that our examination provides a reasonable basis for our opinion. Our
examination does not provide a legal determination on the Fund's compliance with
specified requirements.
In our opinion, management's assertion that the Funds complied with the
requirements of subsections (b) and (c) of Rule 17f-2 of the Act as of November
30, 2004, with respect to securities and similar investments reflected in the
investment accounts of the Funds, is fairly stated, in all material respects.
This report is intended solely for the information and use of management and the
Board of Directors of the Funds and the Securities and Exchange Commission and
is not intended to be and should not be used by anyone other than these
specified parties.
/s/ Ernst & Young LLP
Minneapolis, Minnesota
January 18, 2005
2
Management Statement Regarding Compliance With
Certain Provisions of the Investment Company Act of 1940
February 8, 2005
I, as a member of management of the American Strategic Income Portfolio Inc. and
American Select Portfolio Inc. (referred to collectively as the Funds), am
responsible for complying with the requirements of subsections (b) and (c) of
Rule 17f-2, "Custody of Investments by Registered Management Investment
Companies," of the Investment Company Act of 1940. I am also responsible for
establishing and maintaining effective internal controls over compliance with
those requirements. I have performed an evaluation of the Funds' compliance with
the requirements of subsections (b) and (c) of Rule 17f-2 as of November 30,
2004, and from May 31, 2004 through November 30, 2004.
Based on this evaluation, I assert that the Funds were in compliance with the
requirements of subsections (b) and (c) of Rule 17f-2 of the Investment Company
Act of 1940 as of November 30, 2004, and from May 31, 2004 to November 30, 2004,
with respect to securities and similar investments reflected in the investment
accounts of the Funds.
/s/ Charles Gariboldi
-------------------------
Charles Gariboldi
Treasurer
Management Statement Regarding Compliance With
Certain Provisions of the Investment Company Act of 1940
February 8, 2005
I, as a member of management of the American Strategic Income Portfolio Inc. II
and American Strategic Income Portfolio Inc. III (referred to collectively as
the Funds), am responsible for complying with the requirements of subsections
(b) and (c) of Rule 17f-2, "Custody of Investments by Registered Management
Investment Companies," of the Investment Company Act of 1940. I am also
responsible for establishing and maintaining effective internal controls over
compliance with those requirements. I have performed an evaluation of the Funds'
compliance with the requirements of subsections (b) and (c) of Rule 17f-2 as of
November 30, 2004, and from May 31, 2004 through November 30, 2004.
Based on this evaluation, I assert that the Funds were in compliance with the
requirements of subsections (b) and (c) of Rule 17f-2 of the Investment Company
Act of 1940 as of November 30, 2004, and from May 31, 2004 to November 30, 2004,
with respect to securities and similar investments reflected in the investment
accounts of the Funds.
/s/ Charles Gariboldi
-------------------------
Charles Gariboldi
Treasurer