City of Sacramento
City Council - 5PM Report
915 I Street Sacramento, CA 95814
www.cityofsacramento.org
File ID: 2022-01848 11/15/2022 Consent Item 19.
Bequest-Filomeno Gonzales Trust
File ID: 2022-01848
Location: Citywide
Recommendation: Adopt a Resolution: 1) accepting the bequest from Filomeno Gonzales Trust fbo David in the estimated amount of $196,055; 2) authorizing the City Manager or the City Manager’s designee to execute all documents necessary to implement and secure payment; and 3) authorizing the City Manager or the City Manager’s designee to establish related revenue and expenditure budgets in the Recreation Facility Improvement CIP (L19800200) in the amount of $196,055 (Special Program Donations, Fund 2502) to implement the bequest.
Contact: Stephanie Wilson, Recreation Superintendent, (916) 808-1591 [email protected], Daina Stiles, Administrative Officer, (916) 808-2347, [email protected], Jackie Beecham, Director, (916) 808-3818, [email protected]; Youth Parks and Community Enrichment.
Presenter: None
Attachments:
1-Description/Analysis
2-Resolution
Description/Analysis
Issue Detail: On July 28, 2022, The City was notified by Fremont Bank - Trustee for the Filomeno Gonzales Trust, that Ethel Macleod Hart Senior Center was named as one of the beneficiaries of the Filomeno Gonzales Trust fbo David. Per the Trust Agreement, the City is entitled to 10% of the Trust’s assets. The estimated amount of the bequest to the City is $196,055. The Youth, Parks & Community Enrichment Department’s Older Adult Services Division plans to use the funding to complete ongoing renovations at the Ethel Macleod Hart Senior Center. The Department is requesting to accept the bequest, execute all documents necessary to implement and secure payment, and establish related revenue and expenditure budgets in the Recreation Facility Improvement CIP (L19800200) in the amount of $196,055 (Special Program Donations, Fund 2502)
File ID: 2022-01848 11/15/2022 Consent Item 19.
to implement the bequest.
Policy Considerations: The recommendations contained in this report are consistent with City Council Resolution No. 2010-184, Department of Parks and Recreation Donation and Sponsorship Policy which requires City Council approval to accept and implement Donations greater than $100,000.
Economic Impacts: Not applicable.
Environmental Considerations:
California Environmental Quality Act (CEQA): Under the California Environmental Quality Act (CEQA), continuing administrative activities, such as what is recommended in this report do not constitute a “project” (CEQA Guidelines section 15378(b)(2).) Sustainability: The project has been reviewed for consistency with the goals, policies, and targets of the City’s sustainability goals. The project will advance the goals, policies, and targets of these plans. by improving the health of residents through access to an environment which welcomes and supports Sacramento’s diverse older community, supports their independence, and affirms their dignity. Goals are accomplished by a commitment to positive personal interactions and the highest quality services and activities possible.
Commission/Committee Action: None.
Rationale for Recommendation: The City’s Ethel Macleod Hart Senior Center was included as a beneficiary in the Filomeno Gonzales Trust fbo David and was bequeathed an estimated amount of $196,055. The Youth, Parks & Community Enrichment Department’s Older Adult Services Division plans to use the funding to complete ongoing renovations at the Ethel Macleod Hart Senior Center Financial Considerations: The project will be funded by the bequest received from the Filomneo Gonzales Trust fbo David in the amount of $196,055. The revenue and expenditure budget in the Recreation Facility Improvement CIP (L19800200), will be increased by $196,055. No matching funds are required.
Local Business Enterprise (LBE): Not applicable.
RESOLUTION NO. 2022-
Adopted by Sacramento City Council
[approval date]
Bequest – Filomeno Gonzales Trust
BACKGROUND:
A. On July 28, 2022, the City was notified by Fremont Bank Trustee for the Filomeno Gonzales Trust, that Ethel Macleod Hart Center was named as one of the beneficiaries of the Filomeno Gonzales Trust fbo David.
B. Per the Trust Agreement the City is entitled to 10% of the Trust’s assets. The estimated amount of the bequest to the City is $196,055.
C. The Youth, Parks & Community Enrichment Department’s Older Adult Services Division plans to use the funding to complete ongoing renovations at the Ethel Macleod Hart Senior Center.
D. The Department is requesting authorization to accept the bequest, execute all documents necessary to implement and secure payment, and establish related revenue and expenditure budgets in the Recreation Facility Improvement CIP Project (L19800200) in the amount of $196,055 (Special Program Donations, Fund 2502) to implement the bequest.
BASED ON THE FACTS SET FORTH IN THE BACKGROUND, THE CITY COUNCIL RESOLVES AS FOLLOWS:
Section 1. The City Manager or the City Manager’s designee is authorized to accept the Bequest from Filomeno
Gonzales Trust fbo David.
Section 2. The City Manager or the City Manager’s designee is authorized to execute all documents necessary to
implement and secure payment.
Section 3. The City Manager or the City Manager’s designee is authorized to establish related revenue and expenditure budgets in the Recreation Facility Improvement CIP (L19800200) in the amount of $196,055 (Special Program Donations, Fund 2502) to implement the bequest.