HomeMy WebLinkAbout2023-01-25; Library Board of Trustees; ; Semi-Annual Donation Report
Jan. 25, 2023 ITEM 5 1 of 2
Meeting Date: Jan. 25, 2023
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 first six months of FY 2022-23.
Executive Summary/Discussion
Management Analyst Debbie Jo McCool will present the library’s semi-annual donation report
for the first half of FY 2022-23 (July to December 2022). 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
1. Semi-Annual Library Donation Report
LIBRARY BOARD OF TRUSTEES
Staff Report
Donations Received ‐ July 1 to Dec. 31, 2022
Value Category Amount Contributors
$.01 ‐ $99 $255.38 17
$100 ‐ $249 $300.00 2
$250 ‐ $499 $0.00 0
$500 ‐ $999 $0.00 0
$1000 ‐ $4,999 $6,039.00 5
>$5,000 $5,000.00 1
Totals: $11,594.38 25
Donation Designations
Non‐Specified: $1,205.38
Specified:$1,000.00 Support Dove Library children's programs & purchase books
$1,050.00 Support films in the Ruby G. Schulman Auditorium
$3,039.00 Support genealogy programs and services
$5,300.00 Purchase library materials for all libraries
$10,389.00
Total $11,594.38
1st Half of Fiscal Year FY 2017‐18 FY 2018‐19 FY 2019‐20 FY 2020‐21 FY 2021‐22 FY 2022‐23
July $424.16 $83.05 $141.24 $1,070.00 $555.00 $53.25
August $1,601.75 $343.27 $60.87 $50.00 $95.00 $105.00
September $52.20 $54.69 $269.16 $50.00 $55.00 $5,140.13
October $51.40 $861,735.16 $5,065.52 $250.00 $50.00 $51.00
November $200.80 $74.66 $131.63 $1,250.00 $51.00 $1,056.00
December $2,021.50 $2,883.92 $3,003.26 $3,350.00 $2,774.00 $5,189.00
Total $4,351.81 $865,174.75 $8,671.68 $6,020.00 $3,580.00 $11,594.38
2nd Half of Fiscal Year
Jan. to June 30 Totals $1,357.95 $15,866.99 $50,460.22 $4,632.83 $3,471.09
Annual Donation Totals $5,709.76 $881,041.74 $59,131.90 $10,652.83 $7,051.09
Source: Finance Enterprise ‐ 0014010‐5651 (General Fund), 1454010‐5651 (Special Revenue ‐ Library Gifts & Bequests)
e.g. Friends of the Library, special trusts and endowments managed by Carlsbad Library & Arts Foundation,
and 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
1/12/2023
Support agency donations reported during budget.
City of Carlsbad Library
Semi‐Annual Library Donation Report
Totals
Fiscal Activity
EXHIBIT 1
Jan. 25, 2023 ITEM 5 Page 2 of 2
(_ City of
Carlsbad
Semi-Annual Library
Donation Report
Debbie Jo McCool
Management Analyst
Jan. 25, 2023
1
CARLSBAD Cl 'TY LI RARY
{city of
Carlsbad
PRESENTATION OVERVIEW
•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 with or without specific
designations
•Excludes annual donations from support
organizations
3
ITEM 5: Semi-Annual Library Donations
{city of
Carlsbad
DONATIONS RECEIVED
Value Range Donation Amount Contributors
$.01 -$99 $ 255.38 17
$100 -$249 $ 300.00 2
$250 -$499 --
$500 -$999 --
$1,000 -$4,999 $ 6,039.00 5
>$5,000 $ 5,000.00 1
TOTALS $ 11,594.38 25
4
ITEM 5: Semi-Annual Library Donations
( City of
Carlsbad
$1,205.38
DONATION DESIGNATIONS
$1,205.38 –Non-Specified
$10,389.00 –Specified
5
$11,594.38
ITEM 5: Semi-Annual Library Donations
$1,205.38 –Non-Specified
$1,000.00 –Dove Children’s
$1,050.00 –Films in Schulman Auditorium
$3,039.00 –Genealogy Programs & Services
$5,300.00 –Library Materials
{city of
Carlsbad
COMPARISON OVER TIME
Note: FY 2018-19, Oct. 2018, One-time trust $861,163 donation, Rosemary Falkenstein Estate 6
ITEM 5: Semi-Annual Library Donations
$4,352
$8,672
$6,020
$3,580
$11,594
$865,175
0
$2,500
$5,000
$7,500
$10,000
$12,500
$860,000
$862,500
$865,000
$867,500
$870,000
FY 2017-18 FY 2018-19 FY 2019-20 FY 2020-21 FY 2021-22 FY 2022-23
July to December
Year vs. Year Activity
$53 $105
$5,140
$51
$1,056
$5,189
$0
$1,000
$2,000
$3,000
$4,000
$5,000
$6,000
July August September October November December
July to December 2022
Monthly Activity
- I
{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 –Gold, Silver & Bronze levels
>$5,000
•Requires City Council acceptance
•Donor is given the option for public recognition at a City Council meeting
7
ITEM 5: Semi-Annual Library Donations
LIBRARY & CULTURAL ARTS DONORS
8
ITEM 5: Semi-Annual Library Donations
Visit: https://library.carlsbadca.gov/our-library/support-us/library-donors
Gold Level >$5,000
Silver Level = $1,000 - $4,999
Bronze Level = $250 - $999
QUESTIONS
Thank you to our generous donors
9
ITEM 5: Semi-Annual Library Donations
WAYS TO SUPPORT THE LIBRARY
Visit: https://library.carlsbadca.gov/our-library/support-us
11
(carlsbad c.,ry L1b1 a11 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
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There are many ways you can support yo ur library and become involved 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
12
Donate Money -
The lib rary accepts tax deduct ible donations to support li brary progra ms and se rv ices or pu rchase library ma terials.
Donations may be made in t he foll owing ways:
• PayPa l: The City of Carlsbad accepts cred it and debit ca rd donat ions through Pa yPa l's secu red website donation
service. PayPa l wil l deduct 30c plus a 2.9% se rvice fee from eac h 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 li brary facility or maiil ed d irect ly to t he Ca rlsbad City
Liib rary at 1775 Dove Lane, Carl sbad, CA 92011.
To make a gift through yo ur do nor advised fund or t rust, please contact you r fina ncial adviso r or trust ad miniistrator
directly for details.
Ca rlsbad City Lib rary is recog ni zed as a qualified cha ritable organiza t ion u nde r IRS Code Section 170(c)(1). All gifts are tax
deduct ible to t he extent all owed by law. The city's tax ide nt ificat ion num be r fo r tax pu rposes is 95-6004793.
Ca rlsbad City Lib rary accepts donations pe r City of Carllsbad Gift AcceP-ta nce and Recog ni tion Policy.._
SPECIAL GIFTS DONATIONS
https://library.carlsbadca.gov/our-library/support-us
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Specia I Gifts -
Monetary donations may a lso be used to ce lebrate a special occasiion or re member a loved one. If req uested, a spec ial
boo kplate wil l be placed i1n all items purchased with you r donation. (Pav.Pa l donors: t here is a smal l text box if yo u wou ld
liike to d irect your donation or be co ntacted for additional detaiil.)
Let t he library know:
• A general description of what to 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 the Library Learning Ce nter
• If the donatio n iis in memory or in celebration of so meone
• Donor co ntact information inc luding name, add ress a nd phone numbe r {or email address if throug h PayPal).
Car lsbad City Library accepts donations per City: of Ca rll sbad Gift AcceP-ta nce and Recog ni tion Po licy_.