Changeset - 228dc22e03d6
[Not reviewed]
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Bradley Kuhn (bkuhn) - 4 years ago 2017-07-10 15:29:36
bkuhn@ebb.org
GrantLocation: new tag to help w/ 990 Schedule I&F

This new tag, for use in Expense accounts, will assist in collecting
data for filing Form 990 Schedule I (for USA domestic grants) and
Schedule F (for foreign grants).
1 file changed with 16 insertions and 0 deletions:
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npo-ledger-cli-tutorial.md
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@@ -369,6 +369,18 @@ The Program tag is always a string with the same format as a Ledger CLI
 
account (primarily for use with Ledger CLI's `--pivot` and `--group-by`,
 
[as described later](#testing-program-success)).
 

	
 
#### GrantLocation Tag
 

	
 
The `GrantLocation` tag is used to indicate that an expense is a grant.  The
 
value for the tag should indicate the geographical region.  It is recommend
 
that the geographical reason be identified with the
 
[ISO 3166-2](https://en.wikipedia.org/wiki/ISO_3166-2) two letter country
 
code for the country where the grant goes.
 

	
 
This tag is to assist in filing
 
Form 990, [Schedule I](https://www.irs.gov/uac/about-schedule-i-form-990) and
 
[Schedule F](https://www.irs.gov/charities-non-profits/exempt-organizations-annual-reporting-requirements-foreign-activities-form-990-schedule-f-activities-reported).
 

	
 
### Account Type Documentation Requirements
 

	
 
Each account type has different documentation requirements.  Based on the
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@@ -389,6 +401,10 @@ Each `Expenses:` account entry must be tagged with the following tags:
 

	
 
* A [`Program:`](#program-tag) tag.
 

	
 
Expense accounts can have the following optional tag:
 

	
 
* A [`GrantLocation:`](#grantlocation-tag) tag.
 

	
 
#### NEVER CHARGED Payee
 

	
 
The only exception to the standard tagging requirement is when the payee has
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