Send Us FeedbackSearch the OUC Website

Gift Purpose Codes

Code Description  Expanded Defintion Y Code Compatible (An additional allowability for entertainment, donor cultivation or personnel recruitment) University Accounting Restrictions
A Scholarships Only A form of financial aid given to students or residents to help pay for their education. Most scholarships are restricted to paying all or part of tuition expenses, though some scholarships also cover room and board. Scholarships are a form of gift aid and do not have to be repaid. Many scholarships are restricted to students in specific courses of study or with academic, athletic, or artistic talent. Scholarships are awarded to aid students with the cost of their education on the basis of academic achievement, financial need, or a combination of the two.   No Restricted to University accounts 770400 - 770499.
A1 Fellowships Only Consistent with the University's definition of fellowships at http://www.cusys.edu/pbs/hrms/ps/downloads/tables/FellowshipJobCodes.pdf. No Restricted to University Job Codes 3200 series and 3110.
A2 Scholarships and associated expenses  Consistent with Code A above as well as costs associated with the scholarship program, such as presentation ceremonies. Yes  
A3 Fellowships and associated expenses  Consistent with Code A1 above as well as costs associated with the fellowship program, such as presentation ceremonies. Yes  
A4 Student Loans A loan is a type of financial aid which must be repaid, with interest. No  
AC Student Compensation and Intern Support Salary and benefit support for students and residents.  May include support for related materials/supplies in conducting services. No Restricted to University Job Codes 4100 thorugh 4300 series.
AO Other student awards and aid, including conferences. Awards or other aid to students and residents which is not financial aid or not required to be used for their cost of education but recognizes their accomplishments. No Restricted to University accounts 770100 - 770199.
AM Student aid and other non-student costs Primarily restricted to purposes consistent with other A-series codes but may also include non-student support such as support for faculty or other program costs. No  
AT Student Travel Assist student and residents with travel costs, generally related to an educational opportunity. No Restricted to University account 700500, 702004, 702104, and 702204.
B Building Construction Construction activity that meets the University's capitalization policy - Items greater than $5,000 with a life of more than one year. No Restricted to transfers to Fund 71 only.
BE Building Construction and Equipment or Furnishings Consistent with Codes B and E. No Restricted to transfers to fund 71 or University accounts 811000 - 811399,  810100 - 810499, 810700 - 810799, 811200 - 811299.
BO Building Construction or maintenance and operations.  This may include building leases, equipment and furnishings. Consistent with Codes B, E and E1 as well as operation, maintenance and lease payments.  Operations are utility and similar on-going costs.  Maintenance are costs related to repairing and refurbishing buildings that do not extend the buidling's life.  Lease payments are rental and similar payments. No  
C Chairs or Professorships - Compensation Only Used to support the salary and benefits of a specific an academic professor or chair.   No Restricted to University Job Codes 1100, 1101, 1200, and 1301.
CR Chairs or Professorships including research support. Consistent with Code C as well as to support the operational costs of the professor/chairs research activities. Yes  
CO Chairs of Professorships incuding other program support. Consistent with Code C as well as to support the operational costs of the professor/chairs program (which is broader than research although may include a research component). Yes  
E Equipment Only Removable fixtures and furnishings activity that meets the University's capitalization policy - Items greater than $5,000 with a life of more than one year. No Restricted to University accounts 810100 - 810499, 810700 - 810799, 811200 - 811299.
ER Equipment to be for research or in a lab. Consistent with Code E but such equipment is restricted for us in research or labs. No  
EO Equipment and Other types of support. Consistent with Code E as well as to support the operational costs of a university program.    
E1 Equipment noncapitalizable Removable fixtures and furnishings activity that have a life of more than one year but generally cost less than $5,000. No  
F Faculty Compensation Only Salary and benefit support for faculty positions which do not meet definition of Chairs or Professorships (see Code C) or resticted to Research (see code RC), includes Lectureships. No Restricted to University Job Codes 1100 through  1500 series.
FS Staff Compensation Only Salary and benefit support for non-faculty positions (classified or professional exempt) not specific to Athletics (see Code TC). No Restricted to University Job Codes 2100 series and classified series.
FR Faculty or Staff Compensation and Research Support Primarily used for purposes consistent with Codes F and FS as well as to support the operational costs of a university research program. Yes  
FT Faculty or Staff Travel Assist faculty and staff with travel costs, generally related to an academic, research or career development opportunity and not specific to Athletics (see Code TT). No Restricted to University accounts 700100 - 700399.
FO Faculty or Staff Compensation and other support, inlcuding awards. Consistent with Codes F and FS as well as to support the operational costs of a university program (which is broader than research although may include a research component). Yes  
L Library Material - includes the acquisition, restoration and preservation of library materials.  This does not include programmatic support or salaries. The acquisition, restoration and preservation of library materials, whether capitalizable or not for formal libraries of the University (not departmental resources).  This does not include programmatic support or salaries. No Restricted to University accounts 790000 - 792499.
L1 Library Material support, but may also include operations Consistent with Code L as well as to support the operational costs of a university library. Yes  
L2 Support of Departmental Library operations General support of departmental libraries including materials and other programmatic support including salaries.     
M Discretionary funds for programmatic support of a campus, school, department or unit. Discretionary funds for programmatic support of a campus, school, department or unit.  Most gifts are restricted to specific organizational units or programs (that are not purely Research see Code R, Atheltics, see Code T or Public Service see Code X) as indicated by the "Benefiting Department and Benefiting Unit Codes" and/or the gift description.   Yes  
O Other Gift restrictions are unique and not adequately described by another category.  The gift agreement excerpt should be consulted. Yes  
O1 Entertainment, Donor Cultivation, and Personnel Recruitment Support for Entertainment, Donor Cultivation, and Personnel Recruitment. Yes  
R General research support. Discretionary funds supporting general research activities. Yes  
RF Research support for a designated faculty member. Supporting research activities of a specific faculty member as indicated by the gift description. Yes  
R1 Research support including patient care. Supporting research activities that include pateient care/treatment. Yes  
R2 Research support for a designated center or lab. Supporting research activities of a specific organizational units or programs as indicated by the gift description. Yes  
R3 Research support - student projects. Supporting research activities performed by students. No  
RC Research support - salaries only. Salary and benefit support for research faculty positions. No Restricted to University Job Codes 1300 series.
RO Research and other designated support. Consistent with Code R as well as to support the operational costs of a university program (which is broader than research). Yes  
SE Special Events Used to account for a Special Event (as defined in the APS dictionary - see http://www.cu.edu/policies/Fiscal/dictionary.html); upon completion of an event the net proceeds are transferred to an appropriate gift FOPPS which reflects the fund-raising/donor restictions in its gift purpose code Yes  
SM UPI Academic Enrichment Funds Discretionary funds supporting school of medicine programsfrom University Physicians Inc. Most gifts are restricted to specific organizational units or programs as indicated by the "Benefiting Department and Benefiting Unit Codes" and/or the gift description.   No  
ST TCH Academic Enrichment Funds Discretionary funds supporting school of medicine programs from the Childrens Hospital. Most gifts are restricted to specific organizational units or programs as indicated by the "Benefiting Department and Benefiting Unit Codes" and/or the gift description.   No  
T Athletics - Programmatic Support. Discretionary funds supporting the general atheltic program. May be restricted to a specific atheltic program as indicated by the gift description. Yes  
TC Athletics - Compensation Only Salary and benefit support for athletic department positions. No Restricted to University Job Codes 2100 series and classified series.
TT Athletics - Travel Only Assist athletic staff and teams with travel costs, generally related to an competitition, recruiting, or career development opportunity. No Restricted to University accounts 700100 - 700399 and 702000 - 702204.
TO Athletics - Other   Yes  
U Gifts for the support of the CU Foundation or the University of Colorado. Discretionary funds under the control over the CU Foundation or University President.  Discretionary funds specific to a university campus or organizational unit use Code M. Yes  
X Public Service and Extension including museums, galleries, collections, community services, campus/student life, career services ROTC, alumni services and cooperative extension services. Discretionary funds for programmatic support of a Public Service and Extension organizational units and programs, including museums, galleries collections, community services, alumni services and cooperative extension services. Most gifts are restricted to specific organizational units or programs as indicated by the "Benefiting Department and Benefiting Unit Codes" and/or the gift description.   Yes  
X1 Public Service - Medical Public Outreach   Yes Can't figure out what this for - delete?
X2 Student Outreach   Yes Can't figure out what this for - delete?
Z Clearing These accounts are used by the University Treasury and other responsible offices to temporarily hold deposits until transferred to the appropriate Gift FOPPS with a gift purpose code consistent with donor purposes. No Should be no expenditures just transfer to other Gift FOPPS or Foundation for redirect of their gifts receveid by the University.

 

Need help?

Finance & Procurement Help Desk

Email:
FinProHelp@cu.edu
Voice:
303.837.2161
Fax:
303.837.2160
Manager:
Leslie.Nittoli@cu.edu