---
title: "Build a grants and restricted-funds table from the accounts and grant deeds"
url: "https://ailawframework.com/practice/not-for-profit-charities-and-associations/build-a-grants-and-restricted-funds-table-from-the-accounts-and-grant-de"
type: "task"
site: "AI Law Framework"
id: "A35-A20260923-3"
practice_area: "Not-for-Profit, Charities & Associations"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Build a grants and restricted-funds table from the accounts and grant deeds

> Extract grant conditions, reporting dates and restricted balances into a table with deed references.

Canonical page: https://ailawframework.com/practice/not-for-profit-charities-and-associations/build-a-grants-and-restricted-funds-table-from-the-accounts-and-grant-de  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Not-for-Profit, Charities & Associations](https://ailawframework.com/practice/not-for-profit-charities-and-associations.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | Extract grant conditions, reporting dates and restricted balances into a table with deed references. |
| What the lawyer must review | Check the grant deed, not the management account label Do not treat restricted funds as general funds |
| Written for / versions | 1 jurisdiction versions below |

## Checking plan

Restricted funds cannot be treated as general. Check the deed, not the management account label.

- What the AI does: Extract grant conditions, reporting dates and restricted balances into a table with deed references.
- What the lawyer does: Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.
- Basis: Suggested checking approach based on the task guidance. Complete the assessment for the actual tool, information and jurisdiction.

## Checks the lawyer makes

1. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
2. Verify every relied-on citation, figure and name against the source document.
3. The responsible lawyer approves the exact version before use.

## Sources

- [Harvey: The In-House Guide to AI for General Counsel, 23 June 2026](https://www.harvey.ai/blog/ai-for-general-counsel) (checked 2026-09-23)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Gift fund compliance checklist for a deductible gift recipient (fund, authority or institution)](https://ailawframework.com/precedents/not-for-profit-charities-and-associations/dgr-gift-fund-compliance-checklist.md) | Checklist | Yellow | Checklist to test whether a DGR’s gift fund meets the ATO’s requirements: rules and winding-up clause, what must and must not be credited, separate records, permitted uses, multiple funds, and… |

Signed-in accounts can read the full text of each one.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/not-for-profit-charities-and-associations/build-a-grants-and-restricted-funds-table-from-the-accounts-and-grant-de/united-states.md) | Yellow |

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*