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Home My WebLink About2022-01-26; Library Board of Trustees; ; Semi-Annual Donation Report ITEM #5 Meeting Date: January 26, 2022 To: Library Board of Trustees From: Debbie Jo McCool, Associate Analyst Staff Contact: Debbie Jo McCool, debbiejo.mccool@carlsbadca.gov Subject: Semi-Annual Donation Report District: All Recommended Action None. Executive Summary/Discussion Associate Analyst Debbie Jo McCool will present to the board the library’s semi-annual donation report for the first half of FY 2021-22 (July – December 2021). 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 January 26, 2022 Page 22 of 23 LIBRARY BOARD OF TRUSTEES Staff Report Donations Received ‐ July 1 to Dec. 31, 2021 Value Category Amount Contributors $.01 ‐ $99 $56.00 5 $100 ‐ $249 $125.00 1 $250 ‐ $499 $800.00 3 $500 ‐ $999 $0.00 0 $1000 ‐ $4,999 $2,599.00 2>$5,000 $0.00 0 Totals: $3,580.00 11 Donation Designations Non‐specified: $1,521.00 Specified:$460.00 Purchase library materials for all libraries $1,599.00 Support Genealogy Program $2,059.00 Total $3,580.00 1st Half of Fiscal Year FY 2016‐17 FY 2017‐18 FY 2018‐19 FY 2019‐20 FY 2020‐21 FY 2021‐22 July $10,651.06 $424.16 $83.05 $141.24 $1,070.00 $555.00 August $91.95 $1,601.75 $343.27 $60.87 $50.00 $95.00 September $254.70 $52.20 $54.69 $269.16 $50.00 $55.00 October $156.41 $51.40 $861,735.16 $5,065.52 $250.00 $50.00 November $74.76 $200.80 $74.66 $131.63 $1,250.00 $51.00 December $1,245.85 $2,021.50 $2,883.92 $3,003.26 $3,350.00 $2,774.00 Total $12,474.73 $4,351.81 $865,174.75 $8,671.68 $6,020.00 $3,580.00 2nd Half of Fiscal Year Jan. to June 30 Totals $12,316.16 $1,357.95 $15,866.99 $50,460.22 $4,632.83 ` Annual Donation Totals $24,790.89 $5,709.76 $881,041.74 $59,131.90 $10,652.83 $3,580.00 Source: IFAS accounts ‐ 0014010‐5651 (General Fund), 1454010‐5651 (Special Revenue ‐ Library Gifts & Bequests) Funding provided by Friends of the Library, special trusts and endowments managed by Carlsbad Library & Arts Foundation, and any Cultural Arts special revenue accounts. Notes: 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 1/3/2022 Special revenue donations not included in report: City of Carlsbad Library Semi‐annual Library Donation Report Totals Fiscal Activity ITEM #5January 26, 2022 Page 23 of 23 (._ City of Carlsbad Semi-Annual Library Donation Report Debbie Jo McCool Associate Analyst January 26, 2022 1 CARLSBAD Cl 'TY LI RARY {city of Carlsbad TODAY’S PRESENTATION •Report Specifics •Donations Received •Donation Designations •Comparison Over Time •Donation Recognition •Questions 2 ITEM 5: Semi-Annual Library Donations {city of Carlsbad REPORT SPECIFICS •Includes monetary gifts from patrons with or without specific designations •Does not include annual donations from support organizations 3 ITEM 5: Semi-Annual Library Donations {city of Carlsbad DONATIONS RECEIVED Value Range Amount Contributors $.01 -$99 $ 56 5 $100 -$249 $ 125 1 $250 -$499 $ 800 3 $500 -$999 $ 0 0 $1,000 -$4,999 $ 2,599 2 Over $5,000 $ 0 0 TOTALS $ 3,580 11 4 ITEM 5: Semi-Annual Library Donations ( City of Carlsbad DONATION DESIGNATIONS $1,521 –Non-specified $460 –Purchase Library Materials $1,599 –Support Genealogy Program 5 $3,580 ITEM 5: Semi-Annual Library Donations {city of Carlsbad COMPARISON OVER TIME – 1 ST HALF Note: FY 2018-19, Oct. 2018, $861,163.01, one-time trust donation from the Rosemary Falkenstein Estate 6 ITEM 5: Library Donations $870,000 $867,500 $865,000 $862,500 $860,000 $12,500 $10,000 $7,500 $5,000 $2,500 0 $12,475 $4,352 fY2016-17 FY 2017-18 $3,000 $2,500 $2,000 $865,175 $1,500 $1,000 $500 $0 $8,672 FY 2018-19 FY 2019-20 FY 2020-21 $555 I July $3,580 FY 2021-22 FY 2021-22 $2,774 $95 $55 $50 $51 -- - August September October November December {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 ITEM 5: Library Donations QUESTIONS Thank you to our generous library donors 8 ITEM 5: Library Donations WAYS TO SUPPORT THE LIBRARY Visit: https://library.carlsbadca.gov/our-library/support-us 10 'lCarlsbad ( 1ry I 11)1 ary Our Library Youth Prog1rams Services En Espanol Q Locations & Hours + Library Ca rds Fines & Fees Library Po l ides Strategic Planning & Mission Library Board of Trustees -Support Us Friends of the Carlsbad Library Car lsbad Libra,ry and Arts Foundation North San Diego County Genealog ical Society Contact Us 0 ur Library » Support Us I-ant Size: 1111 II Share & Bookmark i,111 Feedback ~ Print There are many ways you can support your libra ry and become involved with the library's m ission : 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 D,onate Mon,ey - Th e I ibrary accept s t ax deduct ible donatio11s t h at will only be used to support Ii bra ry programs a 11d services or purchase Ii bra ry materia Is. Dona tio11s may be made ii11 the fo llowing ways: • IPaylPa ll: Th e City of Carlsbad accepts cr ed it and debit ca rd do11ations t hrough PayPa l's secu red webs ite donat ion service. Pay Pa I will deduct 30t pl us a 2.9% service fee from each t ransaction. • IBy c,ash : Cash do11ations can be made at any library fac ility. • IBy check: Donations made by check can be dropped off at any library faci lity or mailed direct ly t o the Car lsbad City Library at 1775 Dove Lane, Car lsbad, CA 92011. To make a gift t hrollgh your donor advised fund or trust , please co11tact your financial advisor or t rust admi11·st rator direct ly fo r details. Ca r lsbad City Lib rary iis recogn ized as a qua lified cha ritable organizat ion under IRS Code Section 170(c)(l ). All gifts are tax deductible to t he ext e11t al lowed by law. The city's tax identificat ion number for t ax purposes is 95-6004793. SPECIAL GIFTS DONATIONS https://library.carlsbadca.gov/our-library/support-us 12 Sp,edal Gifts - Mo111eta ry do111at ions may a lso be use d to ce lebrate a specia l occasion or remember a loved 0111e. If requested1 a specia I bookplate will be pla(ed in all items purchased wit h your donatio111 . (PayPal don ors: t here is a sma ll t ext box if you would like to direct your donat ion or be contact ed for addit i1onal det ail.} Let t he library know: • A general description of what to buy such as chi ildren•s books, fiict ion 1 nonfiction, CDs1 DVDs or a ud iobooks, e-books, et c • If t he donated item(s) shou ld go t o Dove Li brary1 Co le Libra ry or t hte Library Lea ming Cen ter • If t hte donat ion is in memory or in ce lebration of someone • Donor cont a(t information includ ing name1 address and phone num ber (o r email address if through PayPa l).