Published

Grant / Donation

vr.wm-eco-030 · wm-eco-030-grant-donation

Represent a governed non-exchange contribution specification family with mandatory grant-award and donation-or-gift profiles so agents can understand parties, award decisions, agreements, restrictions, values, disbursement and use bindings, funded work, results, reporting and remedies without confusing an award with a transfer, expenditure, outcome, tax benefit or closeout.

World Models Society, people and institutions SOC.ECO.GNT

Bundle → Layer → Finding → Questions Classifiers What it is Why it exists Distinguishing features What robots and AI may and may not do Moral aspects Owners Links to other meta-models Identity and identifiers Direct properties Recognition Capabilities and actions Hazards and failure modes Standards and interfaces Context of use Sources

Bundle → Layer → Finding → Questions Filled

6 bundles · 12 layers · 24 findings · 72 questions

Identity, classification, parties and standing Groups grant or donation context for identity, classification, parties and standing.

Contribution identity, subtype, form and version

Groups source-qualified grant or donation context for contribution identity, subtype, form and version.

Grant or donation ID, profile, version, status and master system

Records grant or donation id, profile, version, status and master system as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish grant or donation id, profile, version, status and master system? identity
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on grant or donation id, profile, version, status and master system, for which purpose and under what authority? spatial
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify grant or donation id, profile, version, status and master system? evidence

Grant-award versus donation, gift, cash, in-kind, service and rights discriminator

Records grant-award versus donation, gift, cash, in-kind, service and rights discriminator as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish grant-award versus donation, gift, cash, in-kind, service and rights discriminator? classification
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on grant-award versus donation, gift, cash, in-kind, service and rights discriminator, for which purpose and under what authority? provenance
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify grant-award versus donation, gift, cash, in-kind, service and rights discriminator? quality

Funder, donor, recipient, beneficiary and intermediary standing

Groups source-qualified grant or donation context for funder, donor, recipient, beneficiary and intermediary standing.

Grantor, donor, sponsor, recipient, donee and beneficiary roles

Records grantor, donor, sponsor, recipient, donee and beneficiary roles as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish grantor, donor, sponsor, recipient, donee and beneficiary roles? relationship
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on grantor, donor, sponsor, recipient, donee and beneficiary roles, for which purpose and under what authority? ownership
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify grantor, donor, sponsor, recipient, donee and beneficiary roles? validation

Pass-through, fiscal sponsor, implementer, subrecipient, partner and auditor roles

Records pass-through, fiscal sponsor, implementer, subrecipient, partner and auditor roles as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish pass-through, fiscal sponsor, implementer, subrecipient, partner and auditor roles? authority
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on pass-through, fiscal sponsor, implementer, subrecipient, partner and auditor roles, for which purpose and under what authority? authority
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify pass-through, fiscal sponsor, implementer, subrecipient, partner and auditor roles? security

Origin, decision, agreement, purpose and restrictions Groups grant or donation context for origin, decision, agreement, purpose and restrictions.

Solicitation, application, pledge, award and acceptance boundaries

Groups source-qualified grant or donation context for solicitation, application, pledge, award and acceptance boundaries.

Opportunity, appeal, solicitation, application, nomination and pledge reference

Records opportunity, appeal, solicitation, application, nomination and pledge reference as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish opportunity, appeal, solicitation, application, nomination and pledge reference? composition
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on opportunity, appeal, solicitation, application, nomination and pledge reference, for which purpose and under what authority? requirement
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify opportunity, appeal, solicitation, application, nomination and pledge reference? privacy

Selection, award decision, notice, acceptance, agreement and amendment

Records selection, award decision, notice, acceptance, agreement and amendment as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish selection, award decision, notice, acceptance, agreement and amendment? lifecycle
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on selection, award decision, notice, acceptance, agreement and amendment, for which purpose and under what authority? constraint
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify selection, award decision, notice, acceptance, agreement and amendment? retention

Purpose, eligibility, restriction, condition and cost sharing

Groups source-qualified grant or donation context for purpose, eligibility, restriction, condition and cost sharing.

Purpose, earmark, eligibility, restriction, prohibited use and independence

Records purpose, earmark, eligibility, restriction, prohibited use and independence as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish purpose, earmark, eligibility, restriction, prohibited use and independence? constraint
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on purpose, earmark, eligibility, restriction, prohibited use and independence, for which purpose and under what authority? process
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify purpose, earmark, eligibility, restriction, prohibited use and independence? access

Condition, milestone, matching, co-funding, cost share, indirect cost and exception

Records condition, milestone, matching, co-funding, cost share, indirect cost and exception as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish condition, milestone, matching, co-funding, cost share, indirect cost and exception? requirement
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on condition, milestone, matching, co-funding, cost share, indirect cost and exception, for which purpose and under what authority? event
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify condition, milestone, matching, co-funding, cost share, indirect cost and exception? exception

Value, commitment, disbursement, use and financial boundaries Groups grant or donation context for value, commitment, disbursement, use and financial boundaries.

Amount, currency, valuation, commitment, obligation and balance

Groups source-qualified grant or donation context for amount, currency, valuation, commitment, obligation and balance.

Ceiling, committed, obligated, disbursed, received, spent, recognized, refunded and available amount

Records ceiling, committed, obligated, disbursed, received, spent, recognized, refunded and available amount as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish ceiling, committed, obligated, disbursed, received, spent, recognized, refunded and available amount? measurement
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on ceiling, committed, obligated, disbursed, received, spent, recognized, refunded and available amount, for which purpose and under what authority? measurement
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify ceiling, committed, obligated, disbursed, received, spent, recognized, refunded and available amount? interoperability

Currency, exchange rate, cash, in-kind, fair value and valuation uncertainty

Records currency, exchange rate, cash, in-kind, fair value and valuation uncertainty as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish currency, exchange rate, cash, in-kind, fair value and valuation uncertainty? quality
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on currency, exchange rate, cash, in-kind, fair value and valuation uncertainty, for which purpose and under what authority? evidence
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify currency, exchange rate, cash, in-kind, fair value and valuation uncertainty? decision

Tranche, payment, expenditure, procurement, payroll and asset bindings

Groups source-qualified grant or donation context for tranche, payment, expenditure, procurement, payroll and asset bindings.

Schedule, tranche, milestone, drawdown, payment, transfer, receipt and reconciliation reference

Records schedule, tranche, milestone, drawdown, payment, transfer, receipt and reconciliation reference as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish schedule, tranche, milestone, drawdown, payment, transfer, receipt and reconciliation reference? process
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on schedule, tranche, milestone, drawdown, payment, transfer, receipt and reconciliation reference, for which purpose and under what authority? quality
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify schedule, tranche, milestone, drawdown, payment, transfer, receipt and reconciliation reference? identity

Eligible cost, expenditure, allocation, procurement, payroll, asset and tax reference

Records eligible cost, expenditure, allocation, procurement, payroll, asset and tax reference as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish eligible cost, expenditure, allocation, procurement, payroll, asset and tax reference? relationship
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on eligible cost, expenditure, allocation, procurement, payroll, asset and tax reference, for which purpose and under what authority? validation
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify eligible cost, expenditure, allocation, procurement, payroll, asset and tax reference? classification

Funded work, results, reporting and monitoring Groups grant or donation context for funded work, results, reporting and monitoring.

Activity, workplan, deliverable, output, outcome and indicator

Groups source-qualified grant or donation context for activity, workplan, deliverable, output, outcome and indicator.

Project, activity, workplan, budget line, deliverable and dependency reference

Records project, activity, workplan, budget line, deliverable and dependency reference as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish project, activity, workplan, budget line, deliverable and dependency reference? composition
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on project, activity, workplan, budget line, deliverable and dependency reference, for which purpose and under what authority? security
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify project, activity, workplan, budget line, deliverable and dependency reference? composition

Output, outcome, impact, indicator, baseline, target, measurement and causal limit

Records output, outcome, impact, indicator, baseline, target, measurement and causal limit as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish output, outcome, impact, indicator, baseline, target, measurement and causal limit? evidence
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on output, outcome, impact, indicator, baseline, target, measurement and causal limit, for which purpose and under what authority? privacy
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify output, outcome, impact, indicator, baseline, target, measurement and causal limit? relationship

Reporting, review, monitoring, findings and corrective action

Groups source-qualified grant or donation context for reporting, review, monitoring, findings and corrective action.

Financial, performance, compliance, progress, final and publication report

Records financial, performance, compliance, progress, final and publication report as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish financial, performance, compliance, progress, final and publication report? requirement
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on financial, performance, compliance, progress, final and publication report, for which purpose and under what authority? retention
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify financial, performance, compliance, progress, final and publication report? state

Review, acceptance, site visit, audit finding, exception and corrective-action reference

Records review, acceptance, site visit, audit finding, exception and corrective-action reference as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish review, acceptance, site visit, audit finding, exception and corrective-action reference? validation
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on review, acceptance, site visit, audit finding, exception and corrective-action reference, for which purpose and under what authority? access
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify review, acceptance, site visit, audit finding, exception and corrective-action reference? lifecycle

Lifecycle, change, remedy, closeout and donation safeguards Groups grant or donation context for lifecycle, change, remedy, closeout and donation safeguards.

Award change, suspension, termination, closeout, refund and recapture

Groups source-qualified grant or donation context for award change, suspension, termination, closeout, refund and recapture.

Draft, selected, awarded, accepted, active, suspended, terminated, expired, closed and superseded state

Records draft, selected, awarded, accepted, active, suspended, terminated, expired, closed and superseded state as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish draft, selected, awarded, accepted, active, suspended, terminated, expired, closed and superseded state? state
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on draft, selected, awarded, accepted, active, suspended, terminated, expired, closed and superseded state, for which purpose and under what authority? exception
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify draft, selected, awarded, accepted, active, suspended, terminated, expired, closed and superseded state? temporal

Amendment, no-cost extension, scope change, unspent balance, refund, clawback and recapture

Records amendment, no-cost extension, scope change, unspent balance, refund, clawback and recapture as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish amendment, no-cost extension, scope change, unspent balance, refund, clawback and recapture? exception
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on amendment, no-cost extension, scope change, unspent balance, refund, clawback and recapture, for which purpose and under what authority? interoperability
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify amendment, no-cost extension, scope change, unspent balance, refund, clawback and recapture? spatial

Donation acceptance, anonymity, recognition, return and tax evidence

Groups source-qualified grant or donation context for donation acceptance, anonymity, recognition, return and tax evidence.

Gift acceptance, refusal, return, failed appeal, conditionality and trustee decision

Records gift acceptance, refusal, return, failed appeal, conditionality and trustee decision as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish gift acceptance, refusal, return, failed appeal, conditionality and trustee decision? decision
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on gift acceptance, refusal, return, failed appeal, conditionality and trustee decision, for which purpose and under what authority? decision
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify gift acceptance, refusal, return, failed appeal, conditionality and trustee decision? provenance

Donor anonymity, dedication, recognition, acknowledgement, quid pro quo and tax profile

Records donor anonymity, dedication, recognition, acknowledgement, quid pro quo and tax profile as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish donor anonymity, dedication, recognition, acknowledgement, quid pro quo and tax profile? privacy
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on donor anonymity, dedication, recognition, acknowledgement, quid pro quo and tax profile, for which purpose and under what authority? identity
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify donor anonymity, dedication, recognition, acknowledgement, quid pro quo and tax profile? ownership

Governance, provenance, time, access and interoperability Groups grant or donation context for governance, provenance, time, access and interoperability.

Source, evidence, quality, conflict, time and retention

Groups source-qualified grant or donation context for source, evidence, quality, conflict, time and retention.

Source, actor, activity, derivation, evidence quality, confidence, conflict and history

Records source, actor, activity, derivation, evidence quality, confidence, conflict and history as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish source, actor, activity, derivation, evidence quality, confidence, conflict and history? provenance
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on source, actor, activity, derivation, evidence quality, confidence, conflict and history, for which purpose and under what authority? classification
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify source, actor, activity, derivation, evidence quality, confidence, conflict and history? authority

Opportunity, decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge time

Records opportunity, decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge time as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish opportunity, decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge time? temporal
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on opportunity, decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge time, for which purpose and under what authority? composition
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify opportunity, decision, award, acceptance, effective, transfer, observation, reporting, ingestion and knowledge time? requirement

Ownership, access, validation, retention and loss-aware projection

Groups source-qualified grant or donation context for ownership, access, validation, retention and loss-aware projection.

Owner, steward, purpose, authority, access, segregation, exception, audit, retention and tombstone

Records owner, steward, purpose, authority, access, segregation, exception, audit, retention and tombstone as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish owner, steward, purpose, authority, access, segregation, exception, audit, retention and tombstone? access
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on owner, steward, purpose, authority, access, segregation, exception, audit, retention and tombstone, for which purpose and under what authority? relationship
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify owner, steward, purpose, authority, access, segregation, exception, audit, retention and tombstone? constraint

Profile, schema, classifier, currency, conformance and loss-aware projection

Records profile, schema, classifier, currency, conformance and loss-aware projection as source-qualified grant or donation context while program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain independently identifiable.

Which stable contribution, grant, donation, revision, agreement, funded-work and external-master identities plus mandatory subtype establish profile, schema, classifier, currency, conformance and loss-aware projection? interoperability
Who funds, donates, sponsors, receives, benefits, passes through, implements, approves, observes, audits, challenges or may rely on profile, schema, classifier, currency, conformance and loss-aware projection, for which purpose and under what authority? state
Which amount type, currency, valuation, rule, evidence, method, version, period, event time, observation time, uncertainty, correction history and projection loss qualify profile, schema, classifier, currency, conformance and loss-aware projection? process

Classifiers Filled

Family: World Models
Category: Society, people and institutions
Entry kind: aggregate
Navigation path: NAV.SOC.ECO.GNT
Domain: SOC.ECO.GNT
Industry: Cross-industry
Tags: grantdonationsoc.eco.gnt

What it is Filled

Owns contribution identity, mandatory grant-award versus donation-or-gift discriminator, revisions, profiles and states; cash, in-kind, service, asset, data and rights forms; grantor, donor, sponsor, recipient, donee, beneficiary, fiscal sponsor, pass-through, intermediary, implementer, subrecipient, partner, reviewer and auditor role bindings; opportunity, appeal, solicitation, application, nomination, pledge, selection, award decision, notice, acceptance, agreement and amendment references; purpose, earmark, eligibility, restriction, prohibited use, condition, milestone, matching, co-funding, cost-share, indirect-cost and exception assertions; ceiling, committed, obligated, disbursed, received, spent, recognized, refunded and available amount assertions; currency, exchange rate, fair value and valuation uncertainty; tranche, drawdown, payment, transfer, receipt, reconciliation, eligible-cost, expenditure, procurement, payroll, asset and tax references; funded project, activity, workplan, budget line, deliverable and dependency bindings; output, outcome, impact, indicator, baseline, target, measurement and causal-limit assertions; financial, performance, compliance, progress and final report bindings; monitoring, review, site visit, audit finding, corrective action, amendment, extension, suspension, termination, unspent balance, refund, clawback, recapture and closeout assertions; donation acceptance, refusal, return, failed appeal, anonymity, dedication, recognition, acknowledgement and quid-pro-quo context; distinct clocks, provenance, privacy, access, retention, validation and loss-aware projections. External program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records masters remain authoritative.

In scope

Contribution identity, grant and donation subtypes, forms, parties, opportunity and application references, award, acceptance, agreement, purpose, restrictions, conditions, values and schedules
Disbursement and use bindings, funded work, results, indicators, reporting, monitoring, lifecycle, remedies, donation safeguards, clocks, provenance, access, retention, validation and projections

Out of scope

Owning Program, Campaign, Appeal, Application, Party, Project, Agreement, Bank Account, Payment, Procurement, Payroll, Invoice, Tax, Accounting Ledger, Asset, Dataset, Indicator, Evaluation, Dispute, Audit or Records masters
Treating grant and donation as one undifferentiated instance type, or treating application, award, agreement, commitment, obligation, disbursement, receipt, expenditure, result, report acceptance, tax benefit, refund and closeout as mutually proving states
Autonomous award, pledge acceptance, agreement, restriction waiver, cost approval, payment, tax conclusion, disclosure, clawback, return or destruction

Why it exists Filled

Distinguishing features Filled

Discriminates a grant award, which carries conditions and reporting duties, from a donation or gift given without consideration.
Differs from procurement, a loan, an investment or a sponsorship, where the provider receives goods, repayment, return or publicity.
Keeps award, acceptance, commitment, disbursement, use and closeout as separate states, so an award is not money received.
Holds restrictions on use as part of the contribution, while the funded programme and project are separate masters.

What robots and AI may and may not do Filled

Must not

Make an award, accept a pledge or sign a grant agreement.
Waive or reinterpret a donor or grantor restriction.
Move funds, approve costs or issue a refund or clawback.
Issue a tax receipt or tax conclusion without authority.
Disclose the identity of an anonymous donor or a vulnerable beneficiary.

Only with a human decision

Awarding, accepting or declining a grant or donation.
Approving reports, cost changes or no-cost extensions.
Deciding on refund, return or clawback.

May

Register an application outcome, award or donation with its source documents.
Track restrictions, eligible costs, reporting deadlines and indicators.
Reconcile disbursements and expenditure against the award.
Draft progress and financial reports for human review.

Moral aspects Filled

Donor and beneficiary data can expose identity, beliefs or vulnerability and must be minimised.
Restricted funds must be used as the donor intended; diversion breaks trust and may be unlawful.
Gifts from certain sources can create conflicts of interest or reputational and money-laundering risks.
Allocation decisions affect which communities receive help, so criteria should be fair and transparent.

Who is affected

Donors and grantors
Recipients and implementing organisations
Beneficiaries and communities served
Public and tax authorities

Owners Filled

Steward

Dimension owner, namespace authority, accountable funder or donor and delegated grants, fundraising, program, finance, legal, privacy, tax, audit and records authorities

Roles

Funder, grantor or donor: Own purpose, source of contribution, award or gift authority, restrictions and accountable decisions.
Recipient or donee: Own acceptance, implementation, use, reporting and return obligations under applicable terms.
Program and grants steward: Own award boundary, eligibility, amendments, monitoring, exceptions and closeout coordination.
Finance and valuation steward: Own amount types, currencies, valuation bases, flow bindings, cost rules and reconciliation boundaries.
Results and reporting steward: Own reporting framework, indicators, evidence, quality, uncertainty and causal limits.
Legal, privacy, tax and risk authority: Own jurisdiction, due diligence, restrictions, anonymity, disclosure, tax-profile and remedy review.
Interoperability and records steward: Own mappings, conformance, projection loss, audit, legal hold and disposition policy.

Links to other meta-models Filled

references

WM-POL-012 - Resolve the provisional Public Benefit / Program parent signal without granting containment or cascade mutation authority.
Program, Campaign, Application, Party, Project, Agreement, Payment, Procurement, Payroll, Tax, Ledger, Asset, Dataset, Evaluation, Dispute, Audit and Records models - Resolve external identity, authority, activity, transaction, accounting, evidence and governance records without duplicating their lifecycles.

aligned

Grants.gov, 2 CFR Part 200, EU Financial Regulation, IATI and 360Giving - Project version-pinned public-grant, aid and philanthropy records with declared semantic loss.
Charity Commission, IRS, IAS 20, OECD DAC, ISO 4217, RFC 3339, PROV-O, DQV, ODRL and OpenAPI 3.1.1 - Project donation, tax, accounting, development-finance, currency, temporal, provenance, quality, policy and API views without claiming universal law or conformance.

neighbor

WM-POL-012 Public Benefit / Program - The unified registry supplies a provisional parent signal only. A program defines public-purpose eligibility and delivery; this model defines one contribution instrument and its conditions without a settled containment edge.
Grant award versus donation or gift - They share non-exchange contribution governance but remain mandatory discriminated profiles. A grant normally carries an award instrument and performance conditions; a donation or gift is freely given and may carry compatible restrictions.
Procurement, contract, loan, investment, sponsorship and benefit - Exchange acquisition, repayment, ownership return, promotional consideration and entitlement are distinct boundaries and must not be reclassified as a grant or donation merely because value moves.
Payment, expenditure, accounting, tax and result evidence - The contribution binds source-qualified external records. Award state never proves transfer, eligible use, accounting recognition, tax treatment, output, outcome or causality.
Public-grant, aid, philanthropy, accounting, tax and interoperability standards - Each covers a jurisdiction, sector, transaction, disclosure or reporting facet; every mapping is version-pinned, profile-qualified and loss-declaring.

parent

WM-POL-012

What else AI and robots need to interact with it Filled

Sources Filled

The Grant Lifecycle - Grants.gov
Award Phase - Grants.gov
Grant Reporting - Grants.gov
Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards - United States Electronic Code of Federal Regulations
Financial rules applicable to the general budget of the Union - European Union
IATI Standard - International Aid Transparency Initiative
What is IATI - International Aid Transparency Initiative
Results information - International Aid Transparency Initiative
Budgets and transactions - International Aid Transparency Initiative
360Giving Data Standard technical reference - 360Giving
Decide what information to publish - 360Giving
About our Data Standard - 360Giving
Accepting, refusing and returning donations to your charity - Charity Commission for England and Wales
Due diligence, monitoring and end use of charitable funds - Charity Commission for England and Wales
Charitable organizations: substantiation and disclosure requirements - United States Internal Revenue Service
Charitable Contributions: Substantiation and Disclosure Requirements - United States Internal Revenue Service
IAS 20 Accounting for Government Grants and Disclosure of Government Assistance - IFRS Foundation
Glossary of statistical terms and concepts of development finance - Organisation for Economic Co-operation and Development
ISO 4217 currency codes - International Organization for Standardization
Date and Time on the Internet: Timestamps - Internet Engineering Task Force
PROV-O: The PROV Ontology - World Wide Web Consortium
Data Quality Vocabulary - World Wide Web Consortium
ODRL Information Model 2.2 - World Wide Web Consortium
OpenAPI Specification 3.1.1 - OpenAPI Initiative

Open questions

Canonically adjudicate the WM-POL-012 parent signal and register relations to program, campaign, application, party, project, agreement, payment, procurement, payroll, tax, ledger, asset, dataset, evaluation, dispute, audit and records models.
Evaluate whether grant-award and donation-or-gift implementations require separate canonical models while preserving this contribution family as an assembly.
Create public, private, foundation, corporate, aid, research, education, arts, health, emergency, individual, scholarship, prize, matching, recurring, in-kind, planned-giving and crowdfunding profiles.
Benchmark and conformance-test eligibility, cost, indirect-cost, matching, valuation, currency, transaction, result, reporting, refund, clawback, recapture and closeout mappings.
Validate jurisdiction, charity, public-award, tax, accounting, privacy, procurement, payroll, asset, audit, donor-intent, beneficiary-safety and records policies.
Pin exact external releases and obtain independent grants, philanthropy, legal, finance, tax, accounting, privacy, audit, results and data-governance review before promotion beyond reviewable-draft assurance.
Claude and Grok each timed out on one bounded attempt; no independent external result was admitted.
WM-POL-012 is only a provisional parent signal and the frozen relation ledger contains no settled WM-ECO-030 edge.
Public, private, foundation, corporate, aid, research, education, arts, health, emergency, individual, scholarship, prize, matching, recurring, in-kind, planned-giving and crowdfunding profiles need separate validation.
Accounting recognition, tax deductibility, public-award law, charity law, indirect costs, procurement, payroll, assets, exchange rates and audit rules remain adopting-Dimension profiles.
Every Grants.gov, eCFR, EU, IATI, 360Giving, Charity Commission, IRS, IFRS, OECD, ISO, RFC, PROV, DQV, ODRL and OpenAPI mapping needs exact release pins and conformance tests.

Machine files

Card as JSON Specification AGENTS.md Source Card backlog vercy.card/1

Provenance

world-models research · reviewable-draft

Built from: models/wm-eco-030-grant-donation/spec.yaml, ver-cy/world-models/card-supplements/wm-eco-030-grant-donation.json