SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE TO/TA
Tender Offer Statement Pursuant to Section 14(d)(1)
of the Securities Exchange Act of 1934
Final Amendment
(Name of Subject Company)
CAPITAL REALTY INVESTORS IV LTD. PARTNERSHIP
A Maryland limited partnership
at $40 Net Per Unit
by
EQUITY RESOURCE WESTON FUND LIMITED PARTNERSHIP,
a Massachusetts limited partnership
Equity Resources Group, Inc.
Eggert Dagbjartsson
Limited Partnership Units
EGGERT DAGBJARTSSON, EXECUTIVE VICE PRESIDENT
Equity Resources Group, Inc.
44 Brattle Street
Cambridge, MA 02138
(617) 876-4800
Calculation of Filing Fee
===============================================================================================
Transaction Valuation* Amount of Filing Fee
$441,000 $35.68
- -----------------------------------------------------------------------------------------------
* For purposes of calculating the filing fee only. This calculation assumes the purchase of
11,025 Units at a purchase price of $40 per Unit in the Partnership.
[x] 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: $88.20 Filing Party: Equity Resource Weston Fund LP
Form of Registration No.: Schedule TO/T Date Filed: June 17, 2003
- -----------------------------------------------------------------------------------------------
===============================================================================================
FINAL AMENDMENT
This Final Amendment amends and supplements the Tender Offer Statement on
Schedule TO (the "Schedule TO") by Equity Resource Weston Fund, Limited
Partnership, a Massachusetts limited partnership, Eggert Dagbjartsson, its
general partner and Equity Resources Group, Inc., its manager (collectively the
"Purchaser") to purchase 11,025 units (the "Units") of limited partnership
interests in Capital Realty Investors IV Ltd. Partnership, a Maryland limited
partnership (the "Partnership"), at $40 for each Unit, net to the seller in
cash, without interest, less the amount of any distributions declared or paid
from any source by the Partnership with respect to the Units after June 17, 2003
(without regard to the record date), upon the terms and subject to the
conditions set forth in the Offer to Purchase (the "Offer to Purchase") and in
the related Agreement of Sale, copies of which are attached hereto as Exhibits
(a)(l) and (a)(3) (which are herein collectively referred to as the "Offer") and
less the $100 transfer fee (per transaction, not per unit) charged by the
general partner of the Partnership. The information in the Offer to Purchase,
including all schedules and annexes thereto, is hereby expressly incorporated
herein by reference in response to all the items of this Statement, except as
otherwise set forth below.
Item 4. Terms of the Transaction
Item 4 of the Schedule TO is hereby amended and supplemented to add the
following paragraph:
The Offer expired at 12:00 Midnight, Eastern Time, on July 17, 2003.
Pursuant to the Offer, the Purchaser has accepted an aggregate of 1,243
Units at a price of $40 per Unit, net to the sellers in cash less the $100
per transaction transfer fee, for an aggregate amount of $35,955.
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 31, 2003 Equity Resource Weston Fund Limited Partnership,
a Massachusetts limited partnership
By: /s/ Eggert Dagbjartsson
-------------------------------
Eggert Dagbjartsson
General Partner
Equity Resources Group, Inc.
A Massachusetts Corporation
By: /s/ Eggert Dagbjartsson
-------------------------------
Eggert Dagbjartsson
Executive Vice President
Eggert Dagbjartsson
By: /s/ Eggert Dagbjartsson
-------------------------------
Eggert Dagbjartsson
EXHIBIT INDEX
Sequential
Exhibit No. Description Page Number
- ------------- ----------------------------------------- -------------
(a)(1) - Offer to Purchase, dated June 17, 2003 * 4-28
(a)(2) - Transmittal letter, dated June 17, 2003 * 29
(a)(3) - Agreement of Sale and Assignment * 30-33
(a)(4) Summary Advertisement * 34
(b) - Not applicable.
(c) - Not applicable.
(d) - Not applicable.
(e) - Not applicable.
(f) - Not applicable.
(g) Not applicable
(h) Not applicable.
* Previously Filed