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Home My WebLink About2021-08-25; Library Board of Trustees; ; Semi-Annual Donation ReportITEM #8 Meeting Date: August 25, 2021 To: Library Board of Trustees From: Debbie Jo McCool, Associate Analyst Staff Contact: Debbie Jo McCool, Associate Analyst debbiejo.mccool@carlsbadca.gov Subject: Semi-Annual Donation Report District: All Recommended Action Receive report. No action needed. Executive Summary/Discussion Associate Analyst Debbie Jo McCool will present the library’s semi-annual donation report for the second half of FY 2020-21 to the Board of Trustees. The report identifies monetary donations deposited into the library’s gifts & bequests special revenue fund and general fund, designated donation requests, and donation activity over time. Next Steps None. Fiscal Analysis None. Public Notification Public notice of this item was posted in keeping with the Ralph M. Brown Act and was available for public viewing and review at least 72 hours before the scheduled meeting date. Exhibits •Semi-annual Library Donation Report 19 of 23 LIBRARY BOARD OF TRUSTEES Staff Report Semi-Annual Library Donation Report Debbie Jo McCool Associate Analyst August 25, 2021 1 {city of Carlsbad TODAY’S PRESENTATION •Report Specifics •Donations Received •Donation Designations •Comparison Over Time •Donation Recognition •Questions 2 {city of Carlsbad REPORT SPECIFICS •Includes monetary gifts from patrons with or without specific designations •Does not include annual donations from support organizations 3 {city of Carlsbad DONATIONS RECEIVED JANUARY 1 TO JUNE 30, 2021 Value Range Contributors Amount $.01 -$99 7 $ 365.83 $100 -$249 1 $ 100.00 $250 -$499 1 $ 300.00 $500 -$999 0 $ 0.00 $1,000 -$4,999 3 $3,867.00 Over $5,000 0 $ 0.00 TOTAL 12 $4,632.83 4 C cityof Carlsbad DONATION DESIGNATIONS $365.83 –Non-specified $1,350.00 –Specified for Library Materials $2,917.00 –Specified for Genealogy Materials 5 {city of Carlsbad COMPARISON OVER TIME –JANUARY 1 TO JUNE 30 Note: FY 2019-20, May 2020, $50,000 Frank S. Sutton Revocable Living Trust donation 6 $60,.000 .. 00 $2,500 $2,000 $50,.000 .. 00 $1,500 $40,.000 .. 00 $1,000 $500 $30,.000 .. 00 $0 $20,.000 .. 00 $10,.000 .. 00 $- FY 2016-17 FY 2017-18 FY 2018-19 FY 2019-20 FY 2020-21 -January February FY 2020-21 - March ■ April May June {city of Carlsbad DONATION RECOGNITION Carlsbad Muni Code 2.08.100 “Delegation of authority to accept donations” •<$5,000 •Department accepts the donation •Donor receives a thank you letter from the department •Donations to purchase materials, a book plate recognizing the donor is placed on the items •>$5,000 •Requires City Council acceptance •Donor is given the option for public recognition at a City Council meeting 7 -- QUESTIONS Thank you to our generous library donors 8 WAYS TO SUPPORT THE LIBRARY Visit: https://library.carlsbadca.gov/our-library/support-us 10 (carlsbad Cit\' I 1il1 ary Our Library Youth Programs Services En Espanol Q Locations & Hours + Library Ca rds Fines & Fees Library Policies Strategic Planning & Mission Library Board of Trustees -Support Us Friends of the Carlsbad Library Carlsbad Library and Arts Foundation North San Diego County Genealogical Society Contact Us Our Library» Support Us Font Size: 1111 II Share & Bookmark .. Feedback Print There are many ways you can support your library and become involved with the library's mission: Support Organizations + Volunteer + Donate Materials (only at Dove Library) + Donate Money + Special Gifts + Donations from Authors + CASH DONATIONS https://library.carlsbadca.gov/our-library/support-us 11 Donate Mo,ney - The library accepts t ax deduct ible donations that w ill only be used t o support libra ry programs and service s or purchase library mat eria ls. Don ations may be made in t he following ways: • PayPal: The Cit y of Carlsbad accept s cred it and debit card donations through PayPal's secured websit e donation service. PayPa l will deduct 30~ plus a 2.9% service fee from each t ransact ion. • By cash: Cash donations ca n be made at any library fac ility. • By check: Donations made by check ca n be dropped off at any library facility or mailed directly t o t he Ca rlsbad City Library at 1775 Dove Lane, Carlsbad, CA 92011. To make a gift through your donor advised fund or t r ust, please cont act yo ur financ ial advi1sor or trust administ ra tor directly for detai1ls. Car lsbad City Library is recogn ized as a qualified charit able organizat ion under IRS Code Sect io n 170(c)(l ). Al l gifts are tax deduct ible t o t he ext ent allowed by law. Th e city's tax ide ntifiica tion number for tax purposes is 95-6004793. SPECIAL GIFTS DONATIONS https://library.carlsbadca.gov/our-library/support-us 12 Spedal Gifts - Monetary donat ions may also be used t o celebrat e a special occasion or remember a loved one. If requested1 a special bookplate wil l be placed in all items purchased with you r donation. (Pav.Pa l donors: t here is a sma ll t ext box if you would like to direct your donat ion or be contacted for addit iona l deta il.) Let thte Ii bra ry know: • A general description of what to buy sucht as children's books, fict ion, nonfiction, CDs, DVDs or aud iobooks1 e-books, etc. • If thte donated item(s} should go to Dove Library, Co le Library or thte Library Learn ing Center • If the donation is in memory or i n celebration of someone • Donor con tact informat ion includ ing name, address and phone numbe r (or email address if through PayPa l). Donations Received ‐ January 1 to June 30, 2021 Value Category Contributors Amount $.01 ‐ $99 7 $365.83 $100 ‐ $249 1 $100.00 $250 ‐ $499 1 $300.00 $500 ‐ $999 0 $0.00 $1000 ‐ $4,999 3 $3,867.00 Over $5,000 0 $0.00 Totals: 12 $4,632.83 Donation Designations Non‐specified: $365.83 Specified: $4,267.00 $1,350 Funding for general library materials $2,917 Funding for genealogy specific materials TOTAL $4,632.83 2nd Half of Fiscal Year FY 2015‐16 FY 2016‐17 FY 2017‐18 FY 2018‐19 FY 2019‐20 FY 2020‐21 January $155.40 $932.67 $377.14 $330.15 $51.52 $150.00 February $1,316.30 $8,154.34 $128.04 $9,065.68 $52.15 $1,150.00 March $39,895.16 $57.20 $170.91 $96.34 $61.55 $50.00 April $52.25 $56.97 $275.55 $4,678.77 $50.00 $1,930.00 May $641.56 $253.53 $53.30 $1,057.18 $50,050.00 $1,137.00 June $5,667.00 $2,861.45 $353.01 $638.87 $195.00 $215.83 Total $47,727.67 $12,316.16 $1,357.95 $15,866.99 $50,460.22 $4,632.83 1st Half of Fiscal Year July to Dec. 31 Totals $4,099.74 $12,474.73 $4,351.81 $865,174.75 $8,671.68 $6,020.00 Fiscal Year Donation Totals $51,827.41 $24,790.89 $5,709.76 $881,041.74 $59,131.90 $10,652.83 Source: IFAS accounts ‐ 0014010‐5651 (General Fund), 1454010‐5651 (Special Revenue ‐ Library Gifts & Bequests) Notes: Funding provided by Friends of the Library, special trusts and endowments managed by Carlsbad Library & Arts Foundation, or any Cultural Arts special revenue accounts. January 2015 to June 30, 2017 ‐ Pre/Post Carlsbad City Library & Cole Library renovation donation activity FY 2018‐19, Oct. 2018, Received one‐time trust donation of $861,163.01 from the Rosemary Falkenstein Estate FY 2019‐20, May 2020, Received one‐time trust donation of $50,000 from the Frank S. Sutton Revocable Living Trust 7/1/2021 Special Revenue donations not included in report: ITEM #8 City of Carlsbad Library Semi‐annual Library Donation Report Period Ending June 30, 2021 Totals Fiscal Activity 20 of 23 C_cityof Carlsbad