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Why is a grant not appearing on the IRS 990 Grantee Schedule?
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A grant is not appearing on the IRS 990 Grantee Schedule. How could this happen?
Answer:
There are several situations that might cause a grant to be excluded from the report:
- The total approved grants for the time period for this grantee didn't equal or exceed the value in the setup screen (which defaults to $5000).
- There is no value entered on the IRS Data section of the Application tab for Cash Disbursement AND Payment type.
- You chose a Region on the selection screen when you ran the report, but there is either no region code on the grant or the region code on the grant does not match the region you selected.
What does the IRS 990 Default Selection and Assignment tool do?
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