Carnegie Library - "The Carnegie Formula"

"The Carnegie Formula"

Nearly all of Carnegie's libraries were built according to "The Carnegie Formula", which required matching contributions from the town that received the donation. It must:

  • demonstrate the need for a public library;
  • provide the building site;
  • annually provide ten percent of the cost of the library's construction to support its operation; and,
  • provide free service to all.

Carnegie assigned the decisions to his assistant James Bertram. He created a "Schedule of Questions." The schedule included: Name, status and population of town, Does it have a library? Where is it located and is it public or private? How many books? Is a town-owned site available?

One of the requirements was the willingness of people and government to raise taxes to support the library. Money was not given all at once but disbursed gradually as the project went on. Records were kept on a "Daily Register of Donations." The 1908 Daily register of donations, for example, has 10–20 entries each day. Every day that year, money was disbursed for libraries and church organs in the US and Britain.

The amount of money donated to most communities was based on U.S. Census figures and averaged approximately $2 per person. Many communities were eager for the chance to build public institutions. James Bertram, Carnegie's personal secretary who ran the program, was never without requests.

The impact of Carnegie's library philanthropy was maximized by his timing. His offers came at a peak of town development and library expansion in the US. By 1890, many states had begun to take an active role in organizing public libraries, and the new buildings filled a tremendous need. Interest in libraries was also heightened at a crucial time in their early development by Carnegie's high profile and his genuine belief in their importance.

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