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Home My WebLink About2025-08-27; Library Board of Trustees; 04; Semi-Annual Donation ReportMeeting Date: Aug. 27, 2025 To: Library Board of Trustees From: Debbie Jo McCool, Management Analyst Staff Contact: Debbie Jo McCool, Management Analyst debbiejo.mccool@carlsbadca.gov, 442-339-2012 Subject: Semi-Annual Donation Report District: All Recommended Action Receive the semi-annual donation report for the last six months of fiscal year 2024-25. Executive Summary Management Analyst Debbie Jo McCool will present the library’s semi-annual donation report for the second half of fiscal year 2024-25 (January to June 2025). The report summarizes donations to the library, designated donation requests and donation activity over time. Explanation & Analysis None. Fiscal Analysis The donations for this reported period augment the Library & Cultural Arts Department's operating budget, allowing for purchase of additional library materials and support of library programs and services for the community that otherwise might not be possible. Next Steps None. Environmental Evaluation The proposed action is not a “project” as defined by CEQA Section 21065 and CEQA Guidelines Section 15378(b)(5) and does not require environment review under CEQA Guidelines Section 15060(c)(3) and 15061(b)(3), because the proposed action to report on the library’s semi-annual donations is an organizational or administrative government activity that does not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment. Any subsequent action or direction stemming from the proposed action may require preparation of an environmental document in accordance with CEQA or CEQA Guidelines. Exhibits 1.Semi-annual donation report LIBRARY BOARD OF TRUSTEES Aug. 27, 2025 Item #4 Page 1 of 2 Staff Report Donations Received - January 1 to June 30, 2025 Value Category Amount Contributors $.01 - $99 $137.06 9 $100 - $249 $500.00 4 $250 - $499 $300.00 1 $500 - $999 $0.00 0 $1,000 - $4,999 $6,630.29 3 Over $5,000 $40,000.00 1 Totals: $47,567.35 18 Donation Designations Non-specified:$1,527.35 Specified:$46,040.00 $525 Purchase books $1,015 Genealogy related subscriptions $4,500 2025 TGIF Concerts in the Parks POP-UP art program $40,000 Percussion instruments Carlsbad Sculpture Garden project TOTAL $47,567.35 FY 2020-21 FY 2021-22 FY 2022-23 FY 2023-24 FY 2024-25 January $150.00 $1,222.00 $1,035.41 $0.00 $0.00 February $1,150.00 $50.00 $1.00 $25.00 $1,177.00 March $50.00 $85.00 $0.00 $1,513.01 $1,120.35 April $1,930.00 $597.84 $45.00 $30,010.05 $100.00 May $1,137.00 $142.46 $1,003.00 $421.38 $407.00 June $215.83 $1,373.79 $27,180.64 $0.00 $44,763.00 Total $4,632.83 $3,471.09 $29,265.05 $31,969.44 $47,567.35 1st Half of Fiscal Year July to Dec. 31 Totals $6,020.00 $3,580.00 $11,594.38 $74,597.84 $391,666.89 $10,652.83 $7,051.09 $40,859.43 $106,567.28 $439,234.24 Source: Finance Enterprise - L&CA General Fund, L&CA Special Revenue Accounts Support Agencies Annual Funding FY 2023-24 FY 2024-25 FY 2025-26 Friends of the Carlsbad Library (FOL) $ 65,000 $ 100,000 $ 100,000 Carlsbad Friends of the Arts (FOA) $ 35,000 $ 35,000 $ 25,000 Carlsbad Library & Arts Foundation (CLAF) $ 105,000 $ 165,000 $ 195,116 Total $ 205,000 $ 300,000 $ 320,116 Notes: FY 2022-23, June 2023, Received final disbursement of $25,016.35 from Rosemary Falkenstein Estate FY 2023-24, August 2023, Received one-time donation of $70,000 from George & Constance Krell FY 2023-24, April 2024, Received one-time donation of $30,000 from George & Constance Krell FY 2024-25, July 2024, Received one-time donation of $387,114.89 from Joyce Gammon Trust Estate 8/1/2025 Fiscal Year One-Time Donation Totals 2nd Half of Fiscal Year Fiscal Activity City of Carlsbad Library Semi-Annual Donation Report Period Ending June 30, 2025 Totals Exhibit 1 Aug. 27, 2025 Item #4 Page 2 of 2 C'cityof Carlsbad Semi-Annual Donation Report Debbie Jo McCool, Management Analyst Library & Cultural Arts Department August 27, 2025 1 CARLSBAD CITY LI RARY {city of Carlsbad PRESENTATION OVERVIEW •Report Specifics •Donations Received •Donation Designations •Comparison Over Time •Donation Recognition •Questions 2 ITEM 4: Donations {city of Carlsbad REPORT SPECIFICS •Includes monetary gifts with or without specific designations – January 1 to June 30, 2025 •Funding from support organizations 3 ITEM 4: Donations {city of Carlsbad DONATIONS RECEIVED Value Ranges Range Totals # Contributors $.01 - $99 $137.06 9 $100 - $249 $500.00 4 $250 - $499 $300.00 1 $500 - $999 $0 0 $1,000 - $4,999 $6,630.29 3 > $5,000 $40,000.00 1 TOTALS $ $47,567.35 18 4 ITEM 4: Donations ( City of Carlsbad .00 DONATION DESIGNATIONS Non-Specified: $1,527.35 Specified: $46,040.00 5 $47,567.35 ITEM 4: Donations $1,527.35 $525.00 $1,015.00 $4,500.00 $40,000.00 – Non-specified – Purchase books – Genealogy & Carlsbad History – TGIF – POP-UP art program – Percussion instruments ~-- A ~_ -- ® Pe P UP=.3__~-- ~ {city of Carlsbad 6 ITEM 4: Donations Unspecified DONATION DESIGNATIONS CHILDREN’S PROGRAM STORAGE Portable sound system {city of Carlsbad 7 ITEM 4: Donations Specified DONATION DESIGNATIONS GENEALOGY & CARLSBAD HISTORY Subscriptions CHILDREN’S BOOKS TGIF POP-UP arts postcard art 3D Pen artwork Guitar art Community Garden poster Family friendly art & More…… Clothespin puppets {city of Carlsbad COMPARISON OVER TIME Notes: FY 2022-23, June 2023, Received final disbursement of $25,016.35 from Rosemary Falkenstein Estate FY 2023-24, April 2024, Received one-time donation of $30,000 from George & Constance Krell FY 2024-25, June 2025, Received one-time donation of $40,000 from Carlsbad Library & Arts Foundation 8 ITEM 4: Donations $50,000 $45,000 $40,000 $35,000 $30,000 $25,000 $20,000 $15,000 $10,000 $5,000 $- $4,632.83 FY 2020-21 January to June Year vs. Year Activity $29,265.05 $3,471.09 -FY 2021-22 FY 2022-23 $47,567.35 $31,969.44 FY 2023-24 FY 2024-25 $50,000 $45,000 $40,000 $35,000 $30,000 $25,000 $20,000 $15,000 $10,000 $5,000 $0 January to June 2025 Monthly Activity $44,763 $1,120 $100 January $1,177 Sf ---~~---:~~--~~==~Mav April March February June {city of Carlsbad SUPPORT ORGANIZATIONS ANNUAL DONATIONS Organizations FY 2023-24 FY 2024-25 FY 2025-26 Friends of the Carlsbad Library (FOL)$65,000 $100,000 $100,000 Carlsbad Library & Arts Foundation (CLAF)$105,000 $165,000 $195,116 Carlsbad Friends of the Arts (FOA)$35,000 $35,000 $25,000 TOTAL $205,000 $300,000 $320,116 9 ITEM 4: Donations II ( City of Carlsbad 10 ITEM 4: Donations Specified ANNUAL DONATION DESIGNATIONS •Schulman Auditorium Cultural Programming •Library Materials •Programs & services at Library Learning Center •William D. Cannon Art Gallery •And more ….. •TGIF Concert series •Cultural arts activities •And more ….. •Children, teens and technology programming •Carlsbad Reads Together •Summer Reading Program •Winter Reading Challenge •HUB supplies •Books, publications, eBook & audiobook & steaming services • And more ..... CARLSBAD FRIENDS 10:E ARTS {city of Carlsbad DONATION RECOGNITION Carlsbad Municipal Code 2.08.100 “Delegation of authority to accept donations” <$5,000 •City Manager accepts donations on behalf of the city •Department staff will acknowledge and recognize the donors for their gifts •Donors will receive a thank you letter from department director •If requested, a bookplate will be placed in items purchased with a donation to celebrate a special occasion or remember a loved one •Donors can be recognized on the department’s webpage for donations > $250 (Bronze, Silver & Gold levels) >$5,000 •Includes all recognition as listed in above category •City Council acceptance through staff report/resolution •Optional – donor may receive public recognition at a City Council meeting 11 ITEM 4: Donations { City of Carlsbad LIBRARY & CULTURAL ARTS DONORS 12 ITEM 4: Donations Visit: https://library.carlsbadca.gov/our-library/support-us/library-donors > $5,000 = $1,000 to $4,999 = $250 to $999 Thank You to Our Li bra ry & Cu ltu ra I Arts Donors eedba ck • Sh a re & Boo!k m airk Font Size: a • Thank you t o the generous organizations and community members who haves I pported Libra ry & Cultural Arts prog rams and serv ices. Their donations provide a gift to the whole comm nity and are used to promote the department 's mission to pirovide community members of all ages with convenien t access t o high qua lity resources and services to inform and emich i1111div idual and community life. Gold Level + Silver Level + Bronze Level + Learl"I how you can SUP-P-Ort the Car lsbad City Library today. {city of Carlsbad Thank You 13 ITEM 4: Donations { City of Carlsbad 14 WAYS TO SUPPORT THE LIBRARY Visit: https://library.carlsbadca.gov/our-library/support-us 15 {carlsbad 1.1ty L1b1 ai1 Our Library Read-Listen-View Programs Services En Espanol Q + Library Account + Using Our Library + Library Administration -Support Us & Volunteer Carlsbad Friends of the Arts Carlsbad Library and Arts Foundation Friends of the Carlsbad Library North San Diego County Genealogical Society Library & Cultural Arts Donors Library Volunteer Program Our Library» Support Us & Volunteer Font Size: D ■ D Share & Bookmark .. Feedback ~ Print There are ma ny ways you can support your library and become in vo lved with the library's mission: Support Organizations + Volunteer + Donate Materials + Donate Money + Special Gifts + Donations from Authors + CASH DONATIONS https://library.carlsbadca.gov/our-library/support-us 16 Donate Money - The library accepts tax deductible donations to support library programs and serv ices or purc hase library materia ls. Do nations may be made in t he following ways : • PayPal: The City of Carlsbad accepts cred it and debit card donations through PayPal's secured website donation service . PayPa l wil I deduct 30c plus a 2.9% service fee from each tra nsaction. • By cash: Cash donations ca n be made at any li brary facility. • By check: Donatiio ns made by check ca n be dropped off at any libra ry facility or mailed d irect ly to t he Ca rlsbad City Liibrary at 1775 Dove Lane, Carlsbad, CA 92011. To make a gift through your donor advised fund or trust, please co ntact your fina ncial advisor or trust ad ministrator directly for details. Carlsbad City Library is recognized as a qualified cha ritable organization u nder IRS Code Section 170(c)(1). All gifts are tax deductible to the extent allowed by law. The city's tax ide nt ificatio n number for tax purposes is 95-6004793. Ca rlsbad City Library accepts donations per CitY. of Carlsbad Gift Accepta nce and Recog ni tion Policy.,_ SPECIAL GIFTS DONATIONS https://library.carlsbadca.gov/our-library/support-us 17 Special Gifts - Monetary donations may also be used to ce lebrate a specia l occasiion or re member a loved one. llf req uested, a spec ial bookplate wil l be placed in all items purchased with you r donation .. (Pav.Pa l donors: there is a smal l text box if yo u wou ld liike to direct your donation or be contacted for additiona l detaiil.} Let t he library know: • A general description of wha t t o buy such as children's books, fiction, nonfiction, CDs, DVDs o r audiobooks, e-books, etc. • If the donated item(s) shou Id go to Dove Library, Cole Lib rary or t he Library Learning Ce nter • If the donation iis in memory or in celebration of someone • Donor co ntact information iinclud ing name, add ress and phone numbe r {or email address if throug h PayPal). Car lsbad City Library accepts donatio ns per CitY. of Ca rllsbad Gift AcceP-ta nce and Recog ni tion Po licy..,,