Fund Numbers

Fund numbers are used in all billing, purchasing, payments, reimbursements and other financial transactions. Diego has two general funds (one for the lab and one for CDASR) and a handful of project funds. The project-specific funds can only be used for expenses that were explicitly in that project’s budget.

A complete and up-to-date list can be found in the Expenses spreadsheet.These are Diego’s primary fund numbers:

• LATN sundry aka Diego’s sundry: 400514
  • Used for expenses not directly related to a project
  • Used for most office-supply type purchases
• Pierce fund: 400619
  • For CDASR-wide expenses, such as EEG maintenance and supplies
• Placebo R01: 401150
• ELS R01 fund: 401181
• RDoC R01 fund: 401182
• UH Grant: 401185
• REWARD-31 fund: 401206

Other fund numbers exist for grants and awards for junior faculty and postdocs, which can be found in the Expenses file.

Tax-Exempt Status

McLean Hospital is exempt from sales taxes on anything we purchase. This exemption is taken care of automatically for purchases using a standard method such as eBuy or PeopleSoft.  For other purchases, including credit card spending, it is important to make sure the vendor does not add a sales tax.

• The tax-exempt number is 042-697-981
• A copy of the Tax exempt form (ST-5) is located on the server at common\confidential\Expense_tracking
• If you are making an in-store purchase, bring the form to wherever you are buying the item and hand it to the cashier. This is especially worth remembering if you use your own money to purchase something, because McLean will not reimburse you for the sales tax.
• Some online vendors will ask you to contact them by phone to place an order.
• Some online vendors (PhD Posters, for example) allow you to enter the number into the comments section when ordering.