2014
A New Bard Street Bookstore and Fidelity Investments
In January 2014 the Board prepared to move the bookstore, discussing packing, police help and storage for memorabilia. By April 30 the move to another Bard Street building was essentially complete, and the Board met there. At that meeting it sought a historian and a home for its archives, appointed Betty Starr website chair and allocated website funding. A July notice advertised the bookstore's hours. In July the Board also discussed Elmita Brown's transfer to Gardena and interim staffing at the Library. In October the Friends' tax preparers, Wayland and Vukadinovich, ended their filing service. In November Treasurer George Ceman reported the September transfer of investment assets from Morgan Stanley to Fidelity and proposed a mix of maturities. In December Diane Craig acknowledged a Gazin family gift in memory of Patricia A. Gazin.
Drawn from: Board meeting prepares bookstore relocation; Board meeting confirms bookstore move substantially complete; Bard Street bookstore invitation and hours; Board meeting discusses librarian transition and finances; Tax preparers end annual filing service; Treasurer reports completed transfer to Fidelity; Gazin family memorial gift acknowledgment.
Summary written by Claude from this year's records, for review by the board. Read every year.
2014 at a glance
- Officers
- President Bob Luthardt; Vice president Dorothy Yost; Treasurer George Ceman; Recording secretary Diane Craig (election record)
- Raised and spent
- Raised $21,314 and spent $18,668, including $13,501 for books, programs and equipment for the Library. Treasurer's report
- Held at year end
- $163,586: $27,359 in operating cash and $136,227 in named and invested funds.
- Dues received
- $1,935
From the Treasurer's reports, minutes and newsletters in this archive. The Exhibits chart every year together.
23 records from 2014
Letters and email · January 8, 2014Final 2013 results and investment options
Minutes and agendas · January 22, 2014Board meeting prepares bookstore relocation
Financial records · January 22, 20142013 financial results with skylight annotation
Financial records · January 22, 2014Preliminary 2014 budget and prior-year comparisons
Financial records · April 2014First-quarter operations and budget comparison
Notes · April 2014First-quarter board handout note
Financial records · April 23, 2014First-quarter 2014 interim annual summary
Minutes and agendas · April 30, 2014April board meeting agenda
Minutes and agendas · April 30, 2014Board meeting confirms bookstore move substantially complete
Financial records · June 26, 2014Malone family album loan and return note
Flyers, invitations and programs · July 2014Bard Street bookstore invitation and hours
Financial records · July 15, 2014Second-quarter 2014 operations status
Minutes and agendas · July 16, 2014July board agenda and bookstore notice
Minutes and agendas · July 16, 2014Board meeting discusses librarian transition and finances
Financial records · July 16, 2014Second-quarter Treasurer highlights and Fidelity application
Letters and email · October 20, 2014Tax preparers end annual filing service
Financial records · November 2014Third-quarter operations and budget comparison — 2014
Financial records · November 15, 20142014 transaction ledger through September
Financial records · November 15, 2014Third-quarter annual summary with Fidelity balance
Letters and email · November 17, 2014Treasurer transmits November meeting materials
Minutes and agendas · November 19, 2014Board meeting on budget controls and tax preparation
Financial records · November 19, 2014Treasurer reports completed transfer to Fidelity
Letters and email · December 29, 2014Gazin family memorial gift acknowledgment