HomeMy WebLinkAbout03/06/10 ???(Agn) Library Fnd Board LIBRARY FOUNDATION BOARD
AGENDA
CITY OF RANCHO CUCAMONGA
ADJOURNED MEETING
5:00 p.m.
June 10, 2003
Rains Room
City of Rancho Cucamonga
10500 Civic Center Drive
Rancho Cucamonga, California 91730
City Councilmembers
William J. Alexander, Mayor
Diane Williams, Mayor Pro Tem
Rex Gutierrez, Councilmember
Robert J. Howdyshell, Councilmember
Donald J. Kurth, M.D., Councilmember
Foundation Boardmembers
Paul Williams, President
Teresa Akahoshi, Boardmember
Stefani Carrasco, Boardmember
Rebecca Davies, Secretary
Gino Filippi, Boardmember
Ruth Leal, Boardmember
Wanda Mitchell, Boardmember
Paula Pachon, Boardmember
Anne Viricel, Boardmember
Ravenel Wimberly, Boardmember
DECLARATION OF POSTING OF AGENDA
VIVIAN GARCIA states and declares as follows:
I presently am, and at all times mentioned herein . have
been, the Administrative Secretary of the Library of Rancho
Cucamonga. Acting in that capacity, on (� i aao3
at I posted a true and correct copy of the meeting
agenda dated (fie_ %�, �d3 at 10500 Civic
Center Drive, Rancho Cucamonga.
I declare under penalty of perjury that the foregoing is
true and correct and that this declaration was executed on
at Rancho Cucamonga.
DEBORAH KAYE CLARK, LIBRARY MANAGER
City of Rancho Cucamonga
BY: ✓ wvo--4 �
Vivian Garcia, Administrative
Secretary
City of Rancho Cucamonga
LIBRARY FOUNDATION BOARD AGENDA
JUNE 99 2003 1
RANCHO
CUCAMONGA
A. CALL TO ORDER
1. Roll Call: Akahoshi , Carrasco , Davies
Filippi , Leal , Mitchell ,
Pachon_, Virciel , Williams
and Wimberly_.
B. CONSENT CALENDAR
The following Consent Calendar items are expected to be routine and
non-controversial. They will be acted upon by the Library Foundation
Board at one time without discussion. Any item may be removed by a
Member or member of the audience for discussion.
1
1. Approval of Minutes: May 12, 2003.
2. Receive and file Treasurer's Report for the month of May, 2003. 5
C. LIBRARY DIRECTOR'S STAFF REPORTS
The following items do not legally require any public testimony,
although the President may open the meeting for public input.
1. Update on Victoria Gardens Cultural Center Project: Oral report by
Deborah Clark, Library Director.
D. BOARD BUSINESS
The following items have been requested by the Library Foundation
Board for discussion. They are not public hearing items, although
the President may open the meeting for public input.
1. Approval of Updated Bylaws: Oral report by Rebecca Davies, Chair 6
of Bylaws Committee.
LIBRARY FOUNDATION BOARD AGENDA
JUNE 99 2003 2
RANCHO
CUCAMONGA
2. Election of Officers for Library Foundation for 2003/04 Fiscal Year. 19
3. Review and Approval of the Library Foundation's Fiscal Year 20
2003/04 Annual Budget.
4. PAL Campaign Reports:
a) PAL Campaign Cabinet Meetings. Oral report by President
Williams and Director Wimberly.
b) Library Foundation Members Campaign Activities
i) Donor prospects for each Foundation Member.
Oral report by Members of contacts made, stories
to share, etc.
5. Library Telethon: Oral reports and/or discussion.
a) Selection of Dates
b) Selection of Hosts
c) Foundation Member involvement in event through committees. 21
Committee list attached for review and/or alteration.
6. Holiday Winery Event. How this annual event will fit into the overall
campaign. Oral report and discussion conducted by President
Williams and Member Filippi.
7. Meeting location during City Hall construction project. Oral report by
Vivian Garcia, Department Secretary.
E. IDENTIFICATION OF ITEMS FOR THE NEXT
MEETING
This is the time for Library Foundation Board to identify the items
they wish to discuss at the next meeting. These items will not be
discussed at this meeting, only identified for the next meeting.
F. PUBLIC COMMUNICATIONS
This is the time and place for the general public to address the
Library Foundation Board. State law prohibits the Board from
addressing any issue not previously included on the Agenda.
LIBRARY FOUNDATION BOARD AGENDA
JUNE 99 2003 3
RANCHO
CUCAMONGA
G. ADJOURNMENT
I, Vivian R. Garcia, Library Administrative Secretary of the City of
Rancho Cucamonga, or my designee, hereby certify that a true,
accurate copy of the foregoing agenda was posted on Friday, June 6,
2003, seventy two (72) hours prior to the meeting per Government
Code 54954.2 at 10500 Civic Center Drive.
R A N C H O C U C A M O N G A
P U B L I C L I B R A R Y
Staff Report
DATE: June 10, 2003
TO: President and Members of the Library Foundation Board
FROM: Deborah Kaye Clark, Library Director
SUBJECT: APPROVAL OF MINUTES
RECOMMENDATION
Approval of the Minutes of May 12, 2003.
BACKGROUND/ANALYSIS
Attached, please find the minutes for the Meeting(s) of the Library Foundation Board
listed above, taken and compiled by Library Administrative Secretary, Vivian Garcia.
FISCAL IMPACT
None.
spectfully submitted,
aLL
Deborah Kaye
Library Director
CITY OF RANCHO CUCAMONGA
RANCHO CUCAMONGA PUBLIC LIBRARY FOUNDATION BOARD
Special Meeting
A. CALL TO ORDER
A special meeting of the Rancho Cucamonga Public Library Foundation Board was held on Monday,
May 12, 2003, in the Tri-Communities Room of the City of Rancho Cucamonga, located at 10500
Civic Center Drive, Rancho Cucamonga, California. The meeting was called to order at 6 p.m.
Present were Boardmembers Carrasco, Davies, Mitchell, Viricel, Williams and Wimberly.
Deborah Clark, Library Director and Vivian Garcia, Senior Administrative Secretary, were also
present.
B. CONSENT CALENDAR
Boardmember Pachon arrived at 6:03 p.m.
B1. Approval of Minutes: April 14, 2003 (Pachon and Viricel abstained).
MOTION: Moved by Boardmember Davies to approve the minutes, seconded by Boardmember
Wimberly. Motion carried, 5-0-3-2 (with Akahoshi, Filippi and Leal absent).
C. LIBRARY DIRECTOR'S STAFF REPORTS
Cl. Update on Bylaws Review: Oral report by Deborah Clark, Library Director.
Deborah Clark, Library Director, stated the city attorney had reviewed the Bylaws.
The Library Foundation Members would like the subcommittee to review the Bylaws,especially the
clause concerning the purpose and use of funds.
MOTION: Moved by Boardmember Mitchell, seconded by Boardmember Pachon for the Bylaws
Subcommittee to review the Library Foundation's Bylaws regarding the purpose of the funds,motion
carried, 5-0-6 (with Akahoshi, Filippi and Leal absent).
The subcommittee consisting ofBoardmembers Davies,Mitchell,Viricel and Williams will meet to
review the Bylaws at a date to be determined.
C2. Update on Victoria Gardens Cultural Center Project: Oral report by Deborah Clark,Library
Director.
Library Foundation Board Minutes
April 14, 2003
Page 2
Deborah Clark, Library Director, updated the Library Foundation Members on the status of the
Victoria Gardens Library.
C3. Library Annual Fund Raising Campaign. Oral report by Library Director, Deborah Clark.
Deborah Clark, Library Director, stated that staff will be sending out letters for the 'Bucks for
Books Campaign" in June, using the Library patron database.
D. BOARD BUSINESS
D1. PAL Campaign Reports:
a) Joint Collaboration Campaign Elements for Review and Action
i) Review of Campaign Name & Logo. Oral report by President Williams
ii) Review of Campaign Budget and Consideration to Transfer$20,000 from the
Library Foundation fund balance to the PAL (Promoting Arts and Literacy)
Campaign Account.
President Williams reviewed the PAL(Promoting Arts and Literacy)Campaign Name and Logo(a
comedy and tragedy mask reading a book)with the Library Foundation Members.
MOTION: Moved by Boardmember Davies to transfer$20,000 from the Library Foundation fund
balance to the PAL Campaign Account, motion carried, 7-0-3 (with Akahoshi, Filippi, and Leal
absent).
Member Pachon left at 6:35 p.m.
b) Library Foundation Members Campaign Activities
i) Starter list of donor prospects for each foundation boardmember.
ii) Library Telethon: oral reports and/or discussion
(1) Selection of dates
(2) Selection of hosts
(3) How the Library Foundation Members can become more involved in
production and during event.
President Williams requested each Library Foundation Member to identify 12 names they would be
willing to solicit for funds.
Deborah Clark,Library Director,stated that Rod Gilfrey was available in April and not in March for
Telethon 2004. She asked the Library Foundation Members for their approval to have the Telethon
in April instead of March.
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Library Foundation Board Minutes
April 14, 2003
Page 3
The Library Foundation Members approved.
Staff will select dates for April, 2004.
Boardmember Davies left at 7 p.m.
President Williams asked for Dlbii(2) Selection of Hosts and Dlbii(3)How the Library Foundation
Members can become more involved in production and during event - items to be returned to the
next meeting.
E. IDENTIFICATION OF ITEMS FOR NEXT MEETING
El. PAL
E2. Telethon 2004
E3. Annual Committees
E4. Holiday Event
F. COMMUNICATIONS FROM THE PUBLIC
None received.
G. ADJOURNMENT
MOTION: Moved by Boardmember Wimberly, seconded by Boardmember Mitchell to adjourn to
Tuesday, June 10, at 6:00 p.m., motion carried, 5-0-6 (with Akahoshi, Davies, Filippi, Leal, and
Pachon absent). The meeting adjourned at 7:10 p.m.
Respectfully submitted,
vGII"a"'-�
Vivian Garcia
Administrative Secretary
Approved:
T H E C I T Y O F
R A N C 11 O C U C A M O N G A
Staff Report
DATE: June 10, 2003
TO: President Williama embers of the Library Foundation Board
FROM: Deborah Kaye Cl k, r Director
SUBJECT: Cash Report— May 2003
CASH REPORT BEGINNING MTD MTD ENDING
June CASH BALANCE REVENUES EXPENDITURES CASH BALANCE
FUND
General $55,307.69 $1,292.02 ($1,506.75) $55,092.96
Children's Books Endowment $40,000.00 $40,000.00
Victoria Gardens Books $83,000.00 $83,000.00
Adult Literacy $12,000.00 $12,000.00
PAL Campaign $0.00 ($20,000.00) ($20,000.00)
Operating Reserve Fund $5,000.00 $5,000.00
TOTAL $195,307.69 $1,292.02 ($21,506.75) $175,092.96
RECONCILIATION
Checking Account Balance 5/31/03 $175,092.96
R A N C H O C U C A M O N G A
P U B L I C L I B R A R Y
Staff Report
DATE: June 10, 2003
TO: President Williams and Members of the Library Foundation
FROM: Deborah Kaye Clark, Library Director
SUBJECT: APPROVAL OF PROPOSED REVISED BYLAWS
RECOMMENDATION:
The subcommittee recommends that the Library Foundation Board approve the
proposed revised Bylaws. Changes are highlighted in italics. (Copy attached)
BACKGROUND:
The Library Foundation Board of Directors discussed rewriting and amending the
organization's bylaws to better reflect the purpose of the organization and to clarify
areas of uncertainty in interpretation. The Foundation Board established a
subcommittee to work with the Library Director to recommend changes for the
Foundation Board to review. The Subcommittee, chaired by Rebecca Davies, met twice
to review and recommend changes to the bylaws.
The attached bylaws, with changes highlighted, represent the efforts of the
subcommittee. Staff recommends the Library Foundation Board amend the current
bylaws, making possible the appointment of four additional Board Members.
FISCAL IMPACT:
None.
0Si cerely,
Deborah Kaye lar
Library Director
BYLAWS OF THE RANCHO CUCAMONGA PUBLIC LIBRARY FOUNDATION
ARTICLE I - NAME AND ADDRESS
SECTION 1. NAME
The name of this corporation shall be the Rancho Cucamonga Public Library Foundation,hereinafter
referred to as the "Foundation".
SECTION 2: CHANGE OF ADDRESS
The address of the principal executive office of the Foundation shall be located at the Rancho
Cucamonga Public Library, 7368 Archibald,Rancho Cucamonga, California,or at such other place
as the Board of Directors hereafter may designate by noting the changed address and effective date
below, and such changes of address shall not be deemed an amendment of these Bylaws:
Dated: 20
Dated: 20
ARTICLE II - PURPOSES AND LIMITATIONS
SECTION 1: PURPOSE
The purpose of the Foundation is to provide support to:
(a) Aid and assist the Rancho Cucamonga Public Library, hereinafter referred to as the
"library", in any manner which will benefit the Library and its programs and which will
improve its potential to provide service to the citizens of the City of Rancho Cucamonga.
(b) Undertake any programs or projects which will serve the purpose stated above and are
deemed appropriate and advisable by the Library Director and the duly appointed
members of the Rancho Cucamonga Public Library Board of Trustees;
(c) Operate exclusively for charitable, literary, or educational purposes, including but not
limited to, merchandising and to soliciting and receiving contributions, gifts,
endowments, or bequests in any negotiable form, banking or investing the receivables,
and distributing these assets for the benefit of the Library;
(d) Encourage understanding and appreciation of the work of the Rancho Cucamonga
Public Library
I
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Library,
To accomplish these purposes the corporation may receive, hold and disburse gifts, bequests, devises
and other funds and may own and maintain or lease suitable real estate and buildings, and any
personal property which is deemed necessary for these purposes; and to enter into, make and
perform and carry out contracts of any kind for any lawful purpose without limit as to amount.
SECTION 2: LIMITATIONS
The Foundation is organized, and at all times shall be operated, exclusively for the benefit of, to
perform the function of, and to carry out the purposes of,the Library,within the meaning of 509(a)
(3) (A) of the Internal Revenue Code of 1954, as amended, the Regulations thereunder, and the
corresponding provision of any applicable future United States Internal Revenue Law and
Regulations, such Code and Regulations hereinafter collectively referred to as the "Code".
In carrying out such purpose,the Foundation shall not,in any manner,be utilized to discharge
the obligation of the City of Rancho Cucamonga,hereinafter to be referred to as the"City",to
bear the expenses of financing the routine operation, maintenance or repair of the Library.
The support, promotion and advancement of the Library afforded by this Foundation is in
addition to,and supplementary to,any budgeting program sponsored by the City,and the use
of this Foundation in the routine operation, maintenance or repair of the Library shall be a
violation of the purposes herein expressed. If the Board of Directors is of the opinion that the
City causes the terms of the Foundation to be violated by causing income of the Foundation to
be used for routine operation, maintenance or repair of the Library, then the Board of
Directors may direct that the income be used for the benefit of library organizations that are
not under the jurisdiction of the City. These organizations must be charitable organizations
under Section 501(c)(3) of the Code and must be consistent with the purpose of the
Foundation.
No part of the Foundation shall inure to the benefit of any private individual,and no part of the direct
or indirect activities of this Foundation shall consist of carrying on propaganda, or otherwise
attempting to influence legislation,or of participating in,or intervening in(including the publication
or distribution of statements), any political campaign on behalf of any candidate for public office.
Notwithstanding any other provision hereof, this Foundation shall not conduct or carry on any
activities not permitted to be conducted or carried on by an organization exempt under Section 501
(c)(3)of the Code or by an organization contributions to which are deductible under Section 170(c)
(2) of such Code.
ARTICLE III - MEMBERSHIP AND SHARES
Seetion 1. The eefperafien shall have no membership.
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SECTION 1: SHARES
The corporation shall not have or issue shares of stock and shall declare no dividends.
ARTICLE IV- MEETINGS
SECTION 1: BROWN ACT REQUIREMENTS
All meetings, regular and special shall be notified, posted and conducted in every way consistent
with the requirements set forth in the Brown Act.
SECTION 2: QUORUM
A majority of the actual number of directors Board constitutes a quorum.
SECTION 3: REGULAR MEETINGS
Annual Meeting of the Foundation. The Board shall conduct an annual meeting in the month of June
for all members of the Foundation. Held at such time and place designated by the Board, at a
minimum, the Board shall present a summary of the events and activities of the year, a Treasurer's
report of the receipts,expenditures, and state of the monies and property of the Foundation,present
and adopt a budget for the upcoming fiscal year and elect the officers of the Board for the ensuing
year.
Other Regular Meetings. Other regular meetings of the Board of Directors shall be held each month
on a day and time agreed upon by the Board of Directors then seated.
SECTION 4: SPECIAL MEETINGS
Authority to Call. Speeicl meetings may be „al!ed at any if ne by a majority of the BE)ard Special
meetings of the Board of Directors for any purpose may be called at any time by the President, the
Vice President, or any two directors.
Notice. Written notice, stating the time and place of any special meeting and its purpose shall be
given to each member of the Board at least four days before such meeting.
Action Without Meeting. Any action required or permitted to be taken by the Board of Directors
may be taken without a meeting, if all members ofthe Board, individually or collectively, consent in
writing to that action. Such action by written consent shall have the same force and effect as a
unanimous vote of the Board of Directors. Such written consent or consents shall be filed with the
minutes of the proceedings of the Board.
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ARTICLE V - BOARD OF DIRECTORS
SECTION 1: POWERS
Authority. The decisions and acts of a majority of the members of the Board of Directors qualified
and serving shall constitute an exercise of the Foundation powers and discretions conferred upon the
Board of Directors and the decisions and acts of such majority of the Board of Directors shall
constitute and be taken as the decisions and acts of the entire Board of Directors.
Rules of Procedure. The Board of Directors may adopt rules of procedures which shall not be
inconsistent with the terms of this Foundation.
Amending of Bylaws. A simple majority of the Board may amend the Bylaws at any meeting.
However, no such amendment or modification shall alter the intention of the Donors that this
Foundation be operated exclusively for charitable,literary and educational purposes,and in a manner
which shall make this Foundation tax exempt and the donations to it deductible from taxable income
to the extent allowed by the provisions of the Code and other applicable legislation and regulations
as they now exist or as they may hereafter be amended. Every amendment or modification of these
bylaws shall be in writing, shall be signed by a majority of the Board of Directors then serving and
shall be delivered to each of the members of the Board then in office and to the Investment Trustee
then in office.
SECTION 2: NUMBER
The total number constituting the Board of Directors shall be eleven (11)no less than 9 and no more
than 21.
The Library Director shall serve as an ex officio member of the Board.
SECTION 3: QUALIFICATIONS OF DIRECTORS
One (1) member of the Board of Directors shall be the elected President of the Library Board of
Trustees or his/her designee from the Library Board of Trustees.
One (1) member of the Board of Directors shall be filled by a member of the Friends of the
Rancho Cucamonga Public Library, appointed by the President of that organization.
The remaining Seven(7)members of the Board of Directors shall be filled by individuals through an
application and selection process and must be ......roved by the T :1...af , Beard e f T^.stew an
appointed by the City Council.
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SECTION 4: TERMS
The terms shall be four(4)years. The terms of office for board members shall be offset so that one-
quarter of the board members would be up for election or re-election each year. Note: to that end
board members were classified by lot so that two of their number go out of office at the end of the
first year,three at the end of one year thereafter,two at the end of two years thereafter,and two at the
end of three years thereafter.
SECTION 5: VACANCIES
All vacancies occurring because of the expiration of terms or for other reasons will be filled by the
appointing body.
SECTION 6: REMOVAL OF DIRECTORS
Directors missing three consecutive meetings, without good cause, may be replaced by a majority
vote of the remaining Directors on the Board and the appointing body asked to appoint a new
candidate to the Board. Any Director of the Library Foundation may be removed at any time by a
majority vote of the entire council.
SECTION 9. All tefms as preseribed- in this -4-44iple shall commence with the organizatienal
mee ing of the Beafd of Direeters and shall expire at the date of the anmial Meeting in June.
SECTION 7. Any change in the number and qualifications of members of the Board of Directors
shall be made only by amendment to these Bylaws.
SECTION 8. STATEMENT OF NON-LIABILITY
No Investment Trustee or member of the Board of Directors shall be answerable for loss in
investments made in good faith. No Investment Trustee or member of the Board of Directors shall
be liable for the acts or omissions of any other member of the Board, or of any accountant, agent,
counsel or custodian selected with reasonable care. Each Investment Trustee or member of the
Board shall be fully protected in acting upon any instrument, certificate, or paper, believed by
him/her to be genuine and to be signed or presented by the proper person or persons and no
Investment Trustee or member of the Board shall be under any duty to make any investigation or
inquiry as to any statement contained in any such writing but may accept the same as conclusive
evidence of the truth and accuracy of the statement therein contained.
SECTION 9. COMPENSATION AND EXPENSES
Compensation. The Board of Directors shall serve without compensation in pursuit oftheir regular
duties. However,Directors and members of committees may receive compensation, if any,for their
services and such reimbursement of expenses, as may be determined by resolution of the Board of
Directors to be just and reasonable.
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ARTICLE VI - OFFICERS
SECTION 1. NUMBER OF OFFICERS
The Board shall elect a President and a Vice President Sesf:etaf-} at the annual meeting.
SECTION 2. TERM OF OFFICE
Their terms of office are one year. Officers may serve for only one term. After that term,one year
must pass before a Director may again assume the same office.
SECTION 3. REMOVAL OF OFFICERS
Officers may be removed from office with or without f9f cause by a majority of the Foundation
Board at any meeting.
SECTION 4. DUTIES OF THE PRESIDENT
The President shall preside at all meetings of the Board and have responsibility for general
supervision of its activities.
The President,with assistance from the Library Director and the Investment Trustee,shall present a
budget for approval of the Board at the annual meeting.
SECTION 5. DUTIES OF THE VICE PRESIDENT
The Vice Seeretait) shall give netiee te all members and shall maintain a peFmanentset s
shall preside at meetings in the absence of the President.
ARTICLE VII - COMMITTEES
SECTION]. COMMITTEES OF DIRECTORS
The Board of Directors may, by resolution adopted by a majority of the directors then in ojf1ce,
designate one or more committees, each consisting of two or more directors, to serve at the pleasure
of the Board.
Such committees may consist ofpersons who are not also members of the board. These additional
committees shall act in an advisory capacity only to the board and shall be clearly titled as
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"advisory"committees.
By a majority vote of its members then in office, the Board may at any time revoke or modify any or
all of the authority so delegated, increase or decrease but not below two (2) the number of its
members, and fill vacancies therein from the members of the Board. The Committee shall keep
regular minutes of its proceedings, cause them to be filed with the corporate records and report the
same to the board from time to time as the board may require.
SECTION 2: EXECUTIVE COMMITTEE
At the discretion of the Board, an Executive Committee may be established by the Board. If so
established it shall be chaired by the President, shall consist of the President, Vice president,
Library Board representative and Friends of the Library representative. The Executive committee
shall have the power to act between meetings of the entire Board, to make recommendations to the
Board, to pay bills, answer legal and taxing authority correspondence, and to accept gifts,
bequeaths, endowments, and donations less than $50,000. Authority remains with the Board and
any interim action must be ratified by the Board at its next meeting.
The Executive Committee, to the extent provided in the resolution of the Board, shall have all the
authority of the Board, except that no committee, regardless of board resolution, may:
(a) Take any final action on matters which, under the Nonprofit Corporation Law of California,
requires approval of the entire Board;
(b) Fill vacancies on the Board of Directors or in any committee;
(c) Amend or repeal Bylaws or adopt new Bylaws;
(d) Amend or repeal any resolution of the Board of Directors which by its express terms is not
so amendable nor repealable;
(e) Appoint any other committees of the Board of Directors or the members of these committees;
(1) Approve any transaction (a) to which the corporation is a party and one or more of the
directors have a material financial interest; or(b)between the corporation and one or more
of its directors or between the corporation or any person in which one or more of its
directors have a material financial interest.
By a majority vote of its members then in office, the Board may at any time revoke or modify any or
all of the authority so delegated, increase or decrease but not below two (2) the number of its
members. The Executive Committee shall keep regular minutes ofits proceedings, cause them to be
filed with the corporate records and report the same to the board from time to time as the board may
require.
ARTICLE VIII - USE OF THE FOUNDATION
SECTION 1. POWERS OF THE BOARD
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The Board of Directors shall have power to apply the Foundation for the purposes set forth in Article
11. In furtherance thereof,the Board of Directors shall have the power and authority and is directed
to distribute the distributable income of the Foundation as they may determine, to the uses and
purposes set forth in Article H.
SECTION 2. DEFINITION OF DISTRIBUTABLE INCOME
Unless the restricted donation provides otherwise, as used in Section 1, "distributable income"
means the total holdings of the Foundation, principle and interest, less $2,500 which will serve as
the minimum holding of the Foundation.
ARTICLE IX - EXECUTION OF INSTRUMENTS, INVESTMENTS, DEPOSITS AND
DONATIONS
SECTION]. EXECUTION OF INSTRUMENTS
The Board of Directors, except as otherwise provided in these Bylaws, may by resolution authorize
any officer or agent of the corporation to enter into any contract or execute and deliver any
instrument in the mane of and on behalf of the corporation, and such authority may be general or
confined to specific instances. Unless so authorized, no officer, agent, or employee shall have any
power or authority to bind the corporation by any contract or engagement or to pledge its credit or
to render it liable monetarily for any purpose or in any amount.
SECTION 2. INVESTMENTS
Investment Trustee. The Finance Director of the City of Rancho Cucamonga shall serve as the
Investment Trustee for the Foundation. He/she shall have the powers and authority set out in Section
2.
Powers and duties of the investment trustee. The powers of the Investment Trustee shall be limited
to investment of the Foundation property and shall have the following discretionary powers:
(a) To hold the principal and all money or property given to the Trustee to invest and
reinvest, unless the deed or legacy of a particular gift or gifts specifically authorizes or requires its
retention and/or use for a specific project.
(b) To invest and reinvest the principal and undistributed income of the Foundation funds on
deposit with the Trustee in such property, real, personal or mixed and in such manner as it shall
deem proper for the growth of capital and the production of income,and from time to time to change
investments as he/she shall deem advisable; to invest in or retain any stocks, shares, bonds, notes,
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obligations, or personal or real property bonds, notes, obligations, or personal or real property
(including without limitation any interest in or obligations of any corporation,association,business
trust, investment trust, common trust fund or investment company) although some or all of the
property so acquired or retained is of a kind or size which but for this express authority would not be
considered proper and although all of the Foundation funds are invested in the securities of one
company. No principal or income,however, shall be loaned,directly or indirectly,to the Investment
Trustee or any member of the Board or to anyone else, corporate or otherwise, who has at any time
made a contribution to this Foundation, nor to anyone except on the basis of an adequate interest
charge and with adequate security.
(c) To sell, lease,or exchange any personal,mixed,or real property, at public auction or by
private contact, for such consideration and on such terms as to credit or otherwise,and to make such
contracts and enter into such undertakings relating to the Foundation property, as it considers
advisable,whether or not such leases or contracts may extend beyond the duration of the Foundation.
(d) To borrow money for such periods, at such rates of interest, and upon such terms as it
considers advisable, and as security for such loans to mortgage or pledge any real or personal
property with or without power of sale; to acquire or hold any real or personal property, subject to
any mortgage or hold any real or personal property, subject to any mortgage or pledge on or of
property acquired or held by this Foundation.
(e) To execute and deliver deeds, assignments, transfers, mortgages, pledges, leases,
covenants,contracts,promissory notes,releases,and other instruments, sealed or unsealed,incident
to any transaction in which it engages.
(f) To vote, to give proxies, to participate in the reorganization, merger or consolidation of
any concern or in the reorganization, merger or consolidation of any concern or in the sale, lease,
disposition, or distribution of its assets; to join with other security holders in acting through a
committee, depositary, voting trustees, or otherwise and in this connection to delegate authority to
such committee, depositary, or trustees and to deposit securities with them or transfer securities to
them; to pay assessments levied on securities or to exercise subscription rights in respect of
securities.
(g) To hold Foundation property without indication of fiduciary capacity but only in the
name of a registered nominee,provided the Foundation property is at all times identified as such on
the books of the Foundation fund;to keep any or all of the Foundation property or funds in anyplace
or places in the United States of America.
SECTION 3. CHECKS AND NOTES
Except as otherwise specifically determined by resolution ofthe Board of Directors, oras otherwise
required by law, checks, drafts, promissory notes, orders for the payment of money, and other
evidence of indebtedness of the corporation shall be signed by the Investment Trustee or his/her
agent and n: w,.. -------- ,.o., ene5 in excess of ccnn unless ....eeifieall .budgeted at the an ff..n
9
rneeting, requires the signature of either the President or the Vice President Seeretavj.
SECTION 4: DEPOSITS
All funds of the corporation shall be deposited from time to time to the credit of the corporation in
such banks, trust companies or other depositories as the Investment Trustee selects.
SECTION 5. ACCEPTANCE OF DONATIONS
General Donations. The Board of Directors may receive donations from the Donors or from any
other source in cash or in other property acceptable to them. All donations so received shall be
deposited with an Investment Trustee by the Board of Directors and thereafter held, managed,
administered and disposed of by the Investment Trustee and the Board of Directors pursuant to the
terms of the Agreement.
Restricted Use Donations. The Board of Directors may accept donations which restrict their uses
and purposes,provided such restrictions are within the uses and purposes set forth in Article 11, and
which limit the time, manner, amount, or other terms of distribution; but, unless otherwise
specifically required,the Board of Directors may mingle such restricted donations with other assets
of the Foundation.
ARTICLE X - CORPORATE RECORDS AND REPORTS
SECTION]. MAINTENANCE OF CORPORATE RECORDS
The corporation shall keep at its principal office:
(a) Minutes of all meetings of directors and of committees of the board, indicating the time and
place of holding such meetings, whether regular or special, how called, the notice given, and
the names of those present and the proceedings thereof-
(b) A copy of the corporation's Articles oflncorporation and Bylaws as amended to date, which
shall be open to inspection by the members, ifany, ofthe corporation at all reasonable times
during office hours.
The corporation shall keep at the office of the Investment Trustee:
(a) Adequate and correct books and records of account, including accounts ofitsproperties and
business transactions and accounts of its assets, liabilities, receipts, disbursements, gains
and losses;
SECTION 1. DIRECTORS'INSPECTION RIGHTS
Every director shall have the absolute right at any reasonable time to inspect and copy all books,
records and documents of every kind.
SECTION 3. REGULAR ACCOUNTING REPORTS
10
The Investment Trustee shall render an accounting of the investment transactions concerning the
Foundation to the Board of Directors at least annually. No person or entity other than the Board of
Directors may require an accounting or bring any action against the Investment Trustees with respect
to the Foundation. The Investment Trustee may at any time initiate legal action or proceedings for
the settlement of its accounts and, except as otherwise required by law, the only necessary party
defendant to such action or proceedings shall be the Board of Directors.
SECTION 4. ANNUAL REPORT
The Board of Directors shall make a report annually of its uses of the Foundation and shall distribute
copies thereof to all members at the regular annual meeting held in June.
ARTICLE XI FISCAL YEAR
The fiscal year of the Foundation shall be from July 1 through June 30th.
ARTICLE XII - TERM OF FOUNDATION
SECTION 1. TERM OF THE FOUNDATION
The Foundation shall continue in perpetuity; it may however,at any time be dissolved and the assets
distributed with the assent of two-thirds of the Board of Directors,the Library Board of Trustees and
the Rancho Cucamonga City Council.
SECTION 2. DISSOLUTION
Upon any such dissolution, the assets of this Foundation shall be distributed exclusively for such
purpose or purposes, as are consistent with the purpose of the Foundation.
ARTICLE XIII - AMENDMENT OF BYLAWS
SECTION 1. AMENDMENT
Subject to any provision of law applicable to the amendment of Bylaws of public benefit nonprofit
corporation, these Bylaws, or any of them, may be altered, amended, or repealed and new Bylaws
adopted by approval of the Board of Directors.
ARTICLE XIV—AMENDMENT OF ARTICLES
SECTION 1. AMENDMENT OF ARTICLES
11
Any amendment of the Articles of Incorporation may be adopted by approval of the Board of
Directors.
SECTION 2. CERTAIN AMENDMENTS
Notwithstanding the above sections of this Article, this corporation shall not amend its Articles of
Incorporation to alter any statement which appears in the original Articles of Incorporation of the
names and addresses of the first directors of this corporation,nor the name and address of its initial
agent,except to correct an error in such statement or to delet such statement after the corporation has
filed a"statement by a Domestic Non-Profit Corporation"pursuant to Section 6210 of the California
Nonprofit Corporation Law.
12
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T H E C I T Y O F
RANCHO CUCAMONGA
Staff Report
DATE: June 10, 2003
TO: President and Members of the Library Foundation
FROM: Deborah Kaye Clark, Library Director
SUBJECT: ELECTION OF OFFICERS FOR LIBRARY FOUNDATION FOR
2003/04 FISCAL YEAR
RECOMMENDATION:
That the Board propose candidates and hold an election to fill the positions of
President and Vice President.
BACKGROUND:
According to the Library Foundation's bylaws, election of officers should be
conducted at the Board's annual meeting held each June. The bylaws call for a
position of President and Secretary.
spectfully submitted,
Deborah Kay CI rk
Library Director
/9
R A N C H O C U C A M O N G A
P U B L I C L I B R A R Y
Staff Report
DATE: June 10, 2003
TO: President Williams and Members of the Library Foundation
FROM: Deborah Kaye Clark, Library Director
SUBJECT: REVIEW AND APPROVAL OF THE LIBRARY FOUNDATION'S FISCAL
YEAR 2003/04 BUDGET
RECOMMENDATION:
Staff recommends that the Foundation review a proposed operating budget for 2003/04
which will be available at the meeting.
BACKGROUND:
The Library Foundation bylaws call for passage of the next fiscal year's budget at the
annual meeting in June. However, due to the recent transfer of funds for expenditures
during the PAL campaign and due to questions that have recently been aired regarding
the logistics of how the Foundations will handle expenditures with all income being
channeled to the PAL campaign, the proposed annual budget will not be available until
night of your Regular Meeting of June 10, 2003.
FISCAL IMPACT:
None.
Sincerely,
41�*rk a C.
Deborah Kay
Library Director
T H E C I T Y O F
R A N C H O C U C A M O N G A
Staff Report
DATE: June 10, 2003
TO: President Williams and the Library Foundation Board of Directors
FROM: Deborah Kaye Clark, Library Director
SUBJECT: TELETHON SUBCOMMITTEES
RECOMMENDATION:
That the Library Foundation Board review the proposed subcommittees for the 2004
Telethon for potential changes and determine on which subcommittees they wish to
serve.
BACKGROUND/ANALYSIS:
Each year prior to Telethon the Foundation Board reviews subcommittees to
determine if all committees are useful and appropriate and if new subcommittees
should be formed. Attached is a list of subcommittees used for past telethons.
FISCAL IMPACT:
None.
Si cerely,
Deborah Kaye rk
Library Director
TELETHON 2002 SUBCOMMITTEES
MAGIC WORD/GIFT FOLLOW UP SUBCOMMITTEE
Members: Patricia Beasley, Foundation Board Member; Gino Filippi, Foundation Board Member; Anne
Viricil,Foundation Board Member; Michelle Perera, staff.
Project: To follow up on initial solicitation letter;to pick up donations from retail outlets;to assist in delivery
of incentives after Telethon.
MARKETING AND PUBLICITY COMMITTEE
Paula Pachon, Foundation Board Member; Anne Viricil, Foundation Board Member; Amy Warshaw,
Foundation Board Member; Deborah Clark, staff.
Project:To promote the Telethon within the business community,to solicit corporate and business sponsors,to
create a timeline, generate a list of publicity print and media publicity opportunities,create press releases and
contact newsmedia for photo opportunities.
PROFESSIONAL ENTERTAINMENT/CELEBRITY GUESTS SUBCOMMITTEE
Members: Paula Pachon, Foundation Member; Patricia Beasley, Foundation Member; Deborah Clark and
Robert Karatsu, staff.
Project: To contact and book professional entertainment and celebrity guests for the Telethon and to line up
show hosts for the broadcast.
SCHOOL INVOLVEMENT SUBCOMMITTEE
Members: Rebecca Davies, Library Foundation Member; Donna Bradshaw, Library Board Member; Joyce
Womack,Library Board Member; Deborah Clark, staff.
Project: To involve the schools in potential fundraising activities,to solicit participation through school bands
and clubs,to maintain contact with PTA I s.
WINERY KICKOFF EVENT SUBCOMMITTEE
Members: Gino Filippi, Foundation Board Member; Deborah Clark and Karye Hood, Staff.
Project: To coordinate logistics of event; plan entertainment; plan author visits.
YOUTH TALENT SUBCOMMITTEE
Members:Rebecca Davies,Foundation Member;Donna Bradshaw,Foundation Member and Joyce Womack,
'Library Board Member; Deborah Clark, staff.
Project: To plan,organize and promote the amateur and youth performance aspect of the Telethon. Involves
recruiting youth talent for the Telethon;finding talent to perform at the Winery Kickoff event;finding talent to
perform at the thank you event in June.
NOTICE OF ADJOURNED MEETING
Notice is hereby given that the Rancho Cucamonga Library Foundation Board at their meeting held
Monday, May 12,2003, adjourned said meeting to Tuesday,June 10, 2003, at the hour of 6 p.m., at
the City of Rancho Cucamonga in the Rains Room. Said adjournment was passed by the following
vote:
AYES: Carrasco, Mitchell, Viricel, Williams and Wimberly
NOES: None
ABSENT: Akahoshi, Davies, Filippi, Leal, Pachon
ABSTAIN: None
Vivian Garcia, Senior Administrative Secretary
Rancho Cucamonga Public Library
May 14, 2003