HomeMy WebLinkAboutMINUTES - 09222009 - C.41 (2)RECOMMENDATION(S):
ACCEPT the Librarian's status report on the Wilruss Children's Library Trust for Fiscal
Year 2007-2008 and Fiscal Year 2008-2009.
FISCAL IMPACT:
Balance in fund at the end of FY 2007-2008 $1,745,342
Amount in the fund at the end of FY 2008-2009 $1,723,401
Amount received during FY 2008-2009 $ 56,114
Amount expended during FY 2008-2009 $ 78,055
Amount available for expenditure as of 6/30/09 $ 15,801
Interest was earned in FY 2008-2009 at a rate of 4.464%.
During FY 2008-2009, the principal was invested by the County Treasurer using a laddered
approach with interest rates ranging from 3.81% to 5.00%, and maturity dates ranging from
2008 to 2014 (see Attachment “A”).
The trust principal amount earned interest at a rate of 6.6% in Fiscal Years 1998-99 through
1999-2001. A portion of those earnings have been spent in Fiscal Years 2001-02 through
APPROVE OTHER
RECOMMENDATION OF CNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
Action of Board On: 09/22/2009 APPROVED AS RECOMMENDED OTHER
Clerks Notes:
VOTE OF SUPERVISORS
AYE:John Gioia, District I Supervisor
Gayle B. Uilkema, District II
Supervisor
Mary N. Piepho, District III
Supervisor
Susan A. Bonilla, District IV
Supervisor
Federal D. Glover, District V
Supervisor
Contact: Gail McPartland,
925-927-3204
I hereby certify that this is a true and correct copy of an action taken and entered on the minutes of the
Board of Supervisors on the date shown.
ATTESTED: September 22, 2009
David J. Twa, County Administrator and Clerk of the Board of Supervisors
By: Celicia Nelson, Deputy
cc:
C.42
To:Board of Supervisors
From:Anne Cain, Librarian
Date:September 22, 2009
Contra
Costa
County
Subject:ACCEPT the Librarian's Status Report on the Wilruss Children's Library Trust
2008-09, when interest rates were lower, in order
FISCAL IMPACT: (CONT'D)
to continue the program at the same level of service. The current projection is that funds
will be available to continue program activities at their current level of service through
Fiscal Year 2010-2011.
BACKGROUND:
In 1996, the Contra Costa County Library was advised that it had been named to receive
the proceeds from the Storm’s Living Trust valued at $1,707,600, which had been
established by Mrs. Wilma Storms. Conditions of the trust require that all proceeds from
the trust be placed in a new trust fund (the Wilruss Children’s Library Trust) for the
design and maintenance of programs that promote literacy and a lifelong love of books
and reading in socially and economically disadvantaged areas of Contra Costa County.
Terms of the trust authorize the County Librarian to expend earnings from the trust each
year and to carry over any unspent earnings from the prior years. In no case is the
principal amount to be invaded, other than to pay approved claims against the Storms
Living Trust. There is also a provision for an annual reporting to the Board of
Supervisors on the Wilruss Children’s Library Trust.
Here is a summary of the activities funded in FY 2007-2008 and FY 2008-2009:
Reach Out and Read
In FY 2007-2008 the library continued to partner with county health clinics in Richmond,
Concord, and Pittsburg to find new families and teach the value of early literacy with free
books and encouragement from medical practitioners. The Wilruss Trust provided $5,000
to purchase and distribute the books through the clinics to reach families. The Reach Out
and Read program provided training for their clinical partners to use the books to assess a
child's development and offer support to parents for the practice of language activities
with their children. Over 4,600 books were distributed to promote parent involvement.
Thirty-five medical staff routinely offered anticipatory guidance during well baby
check-ups to make use of the books and training.
In FY 2008-2009 the library used $3,000 of its Wilruss Trust funds to continue these
activities. Funds were used to purchase and distribute over 4,000 age appropriate books to
children and their parents who had well baby check-ups at five of the County health
clinics located in Richmond, Concord and Pittsburg. Thirty clinical pediatric staff
participated in the program by incorporating messages on the importance of talking and
reading to children into well baby checks. Staff gave away the books to support early
literacy activities at home.
Stories To Go
In FY 2007-2008 the Stories to Go program had 50 volunteers on its roster. The
volunteers read to children in preschools in over 45 classrooms and community locations.
The ongoing story time helps preschoolers get ready to read. The group contributed over
2,163 hours of volunteer time and conducted over 1,305 story times. Volunteers used
over 12,000 items of library material throughout the year. Trust Funds provided and
maintained 327 traveling story kits for the program. The library established an ongoing
agreement with the Monument Community Senior Action Team to train volunteers and
promote the program in their neighborhoods.
In FY 2008-2009 the library trained more than 25 new volunteers to read to preschool
children, bringing the total number of volunteers participating in the program to over 62.
Routinely visiting more than 45 preschools and other community locations, volunteers
contributed more than 3,748 hours and delivered more than 2,300 story times. In addition
the library continued its arrangement with the Monument Community Partnership Senior
Action team to train volunteers and conduct story times in apartment buildings, meeting
rooms throughout the Monument Corridor, the First Five Center in Concord, Head Start
classes, and in conjunction with the Mt. Diablo adult Education at English as a Second
Language classes in Concord.
Books To Grow On
This program was originally funded with a $10,000 grant from the First Five Contra
Costa Children’s and Families Commission and allowed the Library to create 84 Books
To Grow On kits. Making these kits available to any library cardholder, they circulated
450 times providing an estimated 850 story times to at least 4,850 children in FY
2008-2009.
This is an increase over FY 2007-2008 when the kits circulated 567 times and served
approximately 2,300 children.
Growing Up With Books
In the past year a team of trained Youth Service Librarians provided parent education via
the Growing Up with Books program, to over 800 parents and daycare providers;
partnering with First Five and the Pittsburg and West Contra Costa School Districts to
identify new parents and reach caregivers. In FY 2008-2009 the team presented 34
training sessions for this population. Coupled with the message that early literacy is
important and needs to be practiced to achieve school readiness, the librarians gave away
over 3,000 books to foster early literacy activities this past fiscal year. These books were
purchased with a grant from the California State Library.
CHILDREN'S IMPACT STATEMENT:
Wilruss Programs fulfill impact statements 1, 2, and 4.
Wilruss Programs fulfill impact statements 1, 2, and 4.
1. Children Ready for Succeeding in School:
The goal of all Wilruss programs is to increase school readiness by encouraging parents
and caregivers to understand and practice early literacy skills.
2. Children and Youth Health and Preparing for a productive adulthood:
All the Wilruss programs foster education and reading which are healthy and important
activities which lead to adulthood.
4. Families that are safe stable and nurturing:
All Wilruss programs promote nurturing in the course of teaching parents and providers
to interact, converse, and
read to children as a healthy and essential part of childhood. This action prompts feelings
of safety and stability
among children.
ATTACHMENTS
Wilruss Trust History
Attachment AWILRUSS TRUST HISTORY AND PROJECTIONActual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Actual Estimated Estimated96-97 97-98 98-99 99-00 00-01 01-02 02-03 03-04 04-05 05-06 06-07 07-08 08-09 09-10 10-118451/740 Beginning Balance 1,707,600$ 1,794,011$ 1,808,662$ 1,888,380$ 2,023,439$ 2,077,002$ 2,059,713$ 1,981,105$ 1,886,869$ 1,828,394$ 1,804,314$ 1,776,120$ 1,745,342$ 1,723,401$ 1,723,087$ 8451/800Amount Received86,986$ 15,111$ 142,866$ 155,629$ 130,286$ 42,603$ 22,909$ 11,668$ 43,787$ 57,097$ 75,905$ 63,171$ 56,114$ 56,000$ 56,000$ 3748/9967 Budgeted Expenditures -$ -$ 80,241$ 91,534$ 81,720$ 113,975$ 109,300$ 131,300$ 126,260$ 78,500$ 81,900 85,422 77,717 56,314 56,000 8451/830Actual Amount Expended(575)$ (460)$ (63,148)$ (20,570)$ (76,723)$ (59,891)$ (101,517)$ (105,904)$ (102,262)$ (81,177)$ (104,099) (93,949) (78,055) (56,314) (56,000)8451/750 Ending Balance 1,794,011$ 1,808,662$ 1,888,380$ 2,023,439$ 2,077,002$ 2,059,713$ 1,981,105$ 1,886,869$ 1,828,394$ 1,804,314$ 1,776,120$ 1,745,342$ 1,723,401$ 1,723,087$ 1,723,087$ Principal 1,707,600$ 1,707,600$ 1,707,600$ 1,707,600$ 1,707,600$ 1,707,600$ 1,707,600$ 1,707,600$ 1,707,600$ 1,707,600$ 1,707,600$ 1,707,600$ 1,707,600$ 1,707,600$ 1,707,600$ Amount Available 86,411$ 101,062$ 180,780$ 315,839$ 369,402$ 352,113$ 273,505$ 179,269$ 120,794$ 96,714$ 68,520$ 37,742$ 15,801$ 15,487$ 15,487$ q:\Trusts\~1207686