I’m working with a new individual grantmaking program that will serve some vulnerable populations. Given what is happening at the federal level, I want to make sure I collect a reasonably small amount of information about grantees, while still doing our due diligence. But I don’t know all the places I will be required to report this data, and I don’t want to be caught out down the line and have to follow up with grantees later to ask for it.
Does anyone have any experience exploring this boundary? Do you have a favorite CPA that I could speak with?
I feel like there was some sort of California form where we had to report these, but I can’t find it Googling around…open to any guidance!