B.5. Purpose
     January 1989

Development Policy and Administration Manual 
Chapter V. Requirements for Reporting Gifts
Section B. Reporting Categories and Definitions     
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                                  PURPOSE


This category identifies the intended use of private support as
designated by the donor or grantor.  The classifications within
this category are mutually exclusive; the single definition that
is most descriptive should be used.

Research

This classification applies to private support that is restricted
to scientific, technical, and humanistic investigation, including
salaries and other support of research projects.


Student Financial Aid

This classification is restricted to non-repayable financial aid
to undergraduate or graduate students, including scholarships,
fellowships, awards, prizes, and private support for work-study
students.


Loan Funds

This classification is restricted to funds for loans to under-
graduate or graduate students.


Instruction

This classification is restricted to support of seminars, con-
ferences, lecture programs, and teaching awards, including
salaries, honoraria, and employee benefits.


Operation and Maintenance of Physical Plant

This classification is restricted to support of ongoing operation
of the physical plant, including its buildings and grounds, other
facilities, and equipment.


Property, Buildings, and Equipment

This classification includes gifts and private grants of real and
personal property, including equipment and works of art (except
library materials, see below) for use by the 
PURPOSE

University.  It also covers gifts and private grants that are
restricted by the donor or grantor to purchase buildings, other
facilities, equipment, and land for use by the University; or to
construct or carry out major renovation of buildings and other
facilities; or to retire indebtedness.


Departmental Support:  Unrestricted

This classification covers gifts that are restricted by the donor
to a particular academic division, department, or unit, but
otherwise unrestricted. 


Departmental Support:  Restricted

This classification covers gifts that are restricted by the donor
to a particular academic division, department, or unit, and
further restricted by the donor to a particular purpose for which
no other purpose category is listed, including endowed chairs.


Departmental Support:  Restricted for Agriculture

This classification is used by the Berkeley, Davis, and Riverside
campuses and the Office of the President only.  It covers gifts
and grants that have been given for support of agricultural
research and public service, but excludes instruction and student
financial aid.  The information in this classification was
formerly included in a separate report, the Agricultural Science
Gift and Private Grant Report.

Library

This classification applies to gifts of library materials or
gifts that are restricted to acquire, restore, and preserve
books, periodicals, manuscripts, maps, and related 
materials; to acquire audiovisual and other equipment; or to
support other activities of campus libraries.


Non-Instructional Services

This classification applies to support of non-instructional
services beneficial to individuals and groups external to the
University (e.g., exhibits, museums, and similar facilities). 

                                                                           
Current Operations:  Unrestricted

This classification covers gifts made by the donor for current
use without restriction, regardless of any subsequent administra-
tive designation of purpose.


Endowment:  Unrestricted

This classification covers gifts restricted by the donor for
endowment but otherwise unrestricted by the donor as to use of
endowment income.


Other Restricted Purposes

This classification covers gifts that are restricted by the donor
or grantor, but not otherwise classifiable into any of the above
categories.