Form 13979 - Vita Grant Program Interim / Year End Budget Report - 2009 Page 2
Download a blank fillable Form 13979 - Vita Grant Program Interim / Year End Budget Report - 2009 in PDF format just by clicking the "DOWNLOAD PDF" button.
Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.
Complete Form 13979 - Vita Grant Program Interim / Year End Budget Report - 2009 with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.
Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.
ADVERTISEMENT
1
2
3
4Instructions – Column (B) – Matching
Instructions – Column (A) – VITA
Grant Expenditures
Funds Expenditures
•
•
Line 1
Enter the total actual travel expenses (include airfare, actual
Line 1
Enter the total actual travel expenses (include airfare,
fuel expense, meals, lodging, taxi fares, etc.) of program
actual fuel expense, meals, lodging, taxi fares, etc.) of
administrators (maximum 2) who met with the IRS SPEC
program administrators (maximum 2) who met with the IRS
Territory Coordinators, etc. and/or were required to travel to
SPEC Territory Coordinators, etc. and/or were required to
IRS SPEC Headquarters or the SPEC Territory Office to
travel to IRS SPEC Headquarters or the SPEC Territory
attend an orientation/training session. Cost of travel by
Office to attend an orientation/training session. Cost of travel
commercial transportation must be economy fare, and
by commercial transportation must be economy fare, and
discount rates (excursion and/or “super-saver” fares) should
discount rates (excursion and/or “super-saver” fares) should
be used when applicable. Meals and lodging are limited to the
be used when applicable. Meals and lodging are limited to
applicable government per diem rate in effect at that time.
the applicable government per diem rate in effect at that
time.
•
Note: Orientation meeting may be conducted by a
conference call with the SPEC Territory Manager.
•
•
Line 2
Enter the total actual travel reimbursement for tax law
Line 2
Enter the total actual travel reimbursement for VITA site
training to volunteer Tax Assistors and
training for Tax Assistors and Coordinators/Administrators
Coordinators/Administrators who attend IRS Site
who attend IRS sponsored training courses.
•
Coordinator sponsored training courses.
DO NOT include expenses for any volunteer twice, even
•
DO NOT include expenses for any volunteer twice, even if
if he/she serves in two or more capacities.
•
he/she serves in two or more capacities.
DO NOT include expenses for daily site operations travel;
•
DO NOT include expenses for daily site operations travel;
this is captured on Line 3 of this form.
this is captured on Line 3 of this form.
•
•
Line 3
Enter the total actual travel reimbursement for VITA site
Line 3
Enter the total actual travel reimbursement for VITA site
operations to volunteer Tax Assistors and
operations for Tax Assistors and
Coordinators/Administrators.
Coordinators/Administrators.
•
•
DO NOT include expenses for any volunteer twice, even if
DO NOT include expenses for any volunteer twice, even
he/she serves in two or more capacities.
if he/she serves in two or more capacities.
•
•
DO NOT include expenses for training; this is captured on
DO NOT include expenses for training; this is captured
Line 2 of this form.
on Line 2 of this form.
•
•
Include reimbursements made to volunteers for either actual
Include reimbursements made to volunteers for either actual
expenses incurred or stipends provided to volunteers.
expenses incurred or stipends provided to volunteers.
•
•
Stipends must be designed to relieve the volunteer of
Stipends must be designed to relieve the volunteer of
expense documentation and should be based on expected
expense documentation and should be based on expected
out-of-pocket expenses not on the time engaged in
out-of-pocket expenses not on the time engaged in
volunteer service.
volunteer service.
•
•
Line 4
Total Reimbursement Expenses (ADD Lines 1 - 3).
Line 4
Total Reimbursement Expenses (ADD Lines 1 - 3)
•
•
Line 5
Enter actual contract labor costs, salary costs and/or
Line 5
Enter actual contract labor costs, salary costs and/or hourly
hourly wages and benefits for individuals performing
wages and benefits for individuals performing services for
the VITA program. Positions are limited to Clerical, Site
direct services for the VITA program.
•
DO NOT include indirect salaries for the grant recipient.
Administrator/Site Coordinator, Information Technology (IT)
•
When an employer other than the recipient furnishes the
Support and Instructor.
•
services of an employee to the VITA program, these
In cases where an employee or contractor works on more
services shall be valued at the employee’s regular rate of
than one program only include the portion of the contract
pay (plus benefits but excluding overhead costs) provided
labor, salaries, wages and benefits which are directly related
these services are in the same skill for which the employee
to the VITA program and have been incurred due to the
is normally paid.
VITA program.
•
In cases where an employee or contractor works on more
than one program only include the portion of the contract
labor, salaries, wages and benefits which are directly related
to the VITA program and have been incurred due to the
VITA program.
•
If in-kind contributions are included, provide a brief
explanation on a separate sheet.
•
•
Line 6
Enter actual expenses for general office supplies including
Line 6
Enter actual expenses for general office supplies
pencils, pens, paper. Include postage for the fulfillment of
including pencils, pens, paper. Value assessed to donated
orders for program materials. Only include office supplies
supplies shall be reasonable and shall not exceed the fair
and equipment purchased directly for use in supporting the
market value of the property at the time of the donation.
•
VITA program.
DO NOT include supplies directly attributable to delivery of
•
DO NOT include supplies directly attributable to delivery
e-file. The supplies attributable to e-file are captured on
of e-file. The supplies attributable to e-file are captured on
line 18.
•
line 18.
If in-kind contributions are included, provide a brief
explanation on a separate sheet.
•
•
Line 7
Enter actual expenses incurred for Audit Services. Audit
Line 7
Enter actual expenses incurred for required Audit Services.
requirements applicable to grant recipients are described in
Audit requirements applicable to grant recipients are
OMB Circular A-133, 62 FIR 35278-35302 (June 30, 1997).
described in OMB Circular A-133, 62 FIR 35278-35302
(June 30, 1997).
13979
Catalog Number 51538T
Form
(Rev. 6-2008)
Page 2
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial