360Giving Data Standard » Technical information » Reference

Reference

This page provides reference information on publishing to the 360Giving Data Standard.

It assumes some technical knowledge.

If you are just getting started with the 360Giving Data Standard, visit the guidance for publishers section.

Data formats

There are two main formats available for representing 360Giving data.

  1. Spreadsheet

    Data placed in a spreadsheet can make use of easy to read, user-friendly column titles, and is ideal for recording one grant per row. This is the most common format that publishers choose. More complex representations of data can also be reported if required.

  2. JSON

    Data in JSON format is ideal for direct use by developers building visualisations and web apps. The JSON should conform to the 360Giving JSON Schemas. Anyone automating the publication of their data from their internal databases or via an API may favour this format. The column titles used in spreadsheet representations of data are derived directly from the 360Giving JSON Schemas.

You can use the 360Giving Data Quality Checker to convert data between these formats, providing structured data for developers, and spreadsheet simplicity if you want to browse, sort and filter data on your desktop.

Spreadsheet format

To produce 360Giving data in a spreadsheet, it is possible to start with an empty spreadsheet and construct the column titles (and any additional sheets), using the information given below. However, for many people, the starting point is the spreadsheet template described below.

Spreadsheet template

For convenience we provide a 360Giving Spreadsheet Template that can be used directly, or adapted to your needs. The spreadsheet template provided is Excel Workbook file type (.xlsx) but may be converted into OpenDocument Spreadsheet file type (.ods) for publication and use if preferred. Comma-separated value file (.csv) versions are also available.

The Excel template is a multi-sheet spreadsheet, and each sheet is described below. The Comma-separated value (CSV) templates correspond to each sheet of the Excel template.

Many data producers will be able to fit all the information about a single grant on one row of a spreadsheet. In fact most data producers do exactly that, and provide a single sheet with many individual grants.

Where data producers have more complex information, for example where a grant has many beneficiary locations, we call this a ‘one to many relationship’. Information about how to create data with One to many relationships is described below.

The 360Giving Spreadsheet template consists of a ‘grants’ sheet which contains the most common data fields and fourteen sheets which cover the Additional fields sections.

The Additional fields section provides details of all other possible fields that can be reported. (These are derived from the 360Giving JSON Schemas).

Meta Sheet

We also provide a version of the 360Giving Spreadsheet Template with the Metadata template included. The ‘Meta’ sheet may be used to publish authoritative metadata about the publisher, the file or dataset. The term we use for this is a ‘data package’. The ‘Meta’ sheet includes sections for:

  • The version of the 360Giving Schema used for the file

  • A list of 360Giving extensions used in the file

  • The title and description of the file

  • The dates when the file was first issued and last modified

  • Information about the publisher such as name, logo, website and identifier

  • Links to access and download the file

  • A link for the open license that applies to the file

You can read further guidance about how to include metadata in your data files in the Metadata guidance.

Title

Description

Type

Required

Grants

array[object]

True

Version

The version of the 360Giving schema used in this package, expressed as major.minor For example: 1.1

string

False

Extensions

An array of strings which refer to 360Giving Extensions in use by this data file. See the 360Giving Extensions guidance for details.

array[string]

False

Title

The title of the 360Giving data package. Should be a human readable version of information contained in the filename of the data and should be unique

string

False

Description

Full description of the information contained in the 360Giving data package.

string

False

Issued

The date that this data package was issued. The date must be written as YYYY-MM-DD, or in full date-time format

string

False

Modified

The date that this data package was last modified. A full date-time format must be used.

string

False

Identifier

A unique identifier for this data package. This should be unique for a particular publisher.

string

False

Publisher:Identifier

The organisation identifier as described by Organisation Identifier Standard

string

False

Publisher:Name

The name of the entity responsible for publishing this data.

string

True

Publisher:Website

URL of the website of the publishing entity.

uri

False

Publisher:Logo

URL of the logo of the publishing entity.

uri

False

Download URL

URL of where this data package can be downloaded.

uri

False

Access URL

URL of the website where this data package can be found.

uri

False

License

A link to the license that applies to the data in this package. A Public Domain Dedication or Open Definition Conformant license is strongly recommended. The canonical URI of the license should be used. Documents linked from this file may be under other license conditions.

uri

False

Grants Sheet

The main ‘grants’ sheet includes sections for:

  • Basic information about the grant;

  • Planned dates for the grant;

  • Details of the recipient organisation or recipient individual;

  • Details of the funding organisation;

  • The location of beneficiaries;

  • Details of the grant programme funding is from;

The main grants sheet also includes fields for including codes to indicate:

  • Grants intended for redistribution

  • The grant purpose and grant reason for grants to individuals

  • The location scope of the grant

For further information read our Guide to codelists.

10 required fields

360Giving Data Standard can be used to publish data about grants awarded to organisations or individuals.

All 360Giving data must include 10 required fields of information, and eight of these are consistent to all types of grantmaking:

  • Identifier

  • Title

  • Description

  • Currency

  • Amount Awarded

  • Award Date

  • Funding Org:Identifier

  • Funding Org:Name

The remaining two required fields are different depending on whether the recipient of the grant is an organisation or an individual.

If the recipient is an organisation:

  • Recipient Org:Identifier

  • Recipient Org:Name

If the recipient is an individual:

  • Recipient Ind:Identifier

  • Recipient Ind:Name

Hint

The fields are titled Recipient Ind:Identifier and Recipient Ind:Name however the data shared about individual recipients is expected to be anonymous, with no personal data included that could allow the recipient to be identified.

Each grant record can have EITHER an organisation OR an individual recipient, not both.

If the recipient is an organisation, in addition to the two required fields there is other useful information that can be shared about the organisation, such as charity and company numbers, website address, postcode, description.

If the recipient is an individual there are no additional fields of information about the individual. However further detail about the grant can be provided using specific codelists: Grant to Individuals Purpose and Grant to Individuals Reason.

For further information read our Guide to codelists.

Grants Sheet Table

Title

Description

Type

Required

Identifier

The unique identifier for this grant. Made up of your 360Giving prefix, and an identifier from your records. See the 360Giving Grant identifier guidance for details.

string

False

Title

A title for this grant activity. This should be under 140 characters long.

string

False

Description

A short description of this grant activity.

string

False

Currency

The currency used in amounts. Use the three-letter currency code from ISO 4217 eg: Use GBP for Pounds Sterling.

string

False

Amount Applied For

Total amount applied for in numbers (do not include commas or currency symbols such as £). If you have provided detailed transaction information on a separate table, this should equal the sum of all the application transactions for this grant.

number

False

Amount Awarded

Total amount awarded in numbers (do not include commas or currency symbols such as £). If you have provided detailed transaction information on a separate table, this should equal the sum of all the award transactions for this grant.

number

False

Amount Disbursed

Total amount disbursed (paid) to this grantee when this record was last updated (in numbers: do not include commas or currency symbols such as £)). If you have provided detailed transaction information on a separate table, this should equal the sum of all the disbursement transactions for this grant.

number

False

Award Date

When the decision to award this grant was made. The date must be written as YYYY-MM-DD, or in full date-time format.

string

False

URL

A URL (Web Address) where further information about this grant can be found. This could point to the website of the recipient organisation, or might link to further details on the funders website.

uri

False

Planned Dates:Start Date

All events should have a start date. Dates must be in YYYY-MM-DD or date-time format. If the month or day are not available, these may be omitted.

string

False

Planned Dates:End Date

An end date for the grant. Dates must be in YYYY-MM-DD or date-time format. If the month or day are not available, these may be omitted.

string

False

Planned Dates:Duration (months)

The duration of the grant, in months. Must be in number format.

number

False

Recipient Ind:Identifier

A unique identifier which identifies the person in the dataset

string

True

Recipient Ind:Name

The Person’s full name or a generic name such as “Individual Recipient”

string

True

To Individuals Details:Primary Grant Reason

A code referring to the reason(s) for a grant to an individual. The value for this field should be drawn from the Grant to Individuals Reason codelist

string

False

To Individuals Details:Secondary Grant Reason

A code referring to the reason(s) for a grant to an individual. The value for this field should be drawn from the Grant to Individuals Reason codelist

string

False

To Individuals Details:Grant Purpose

A code referring to the purpose(s) for a grant to an individual. The value(s) for this field should be drawn from the Grant to Individuals Purpose codelist

array[string]

False

Recipient Org:Identifier

A globally unique identifier for this organisation. This is important to enable data on funders and recipients to be linked up across different grant-makers. The Organisation Identifier Standard guidance explains how to create this ID, based either on the known company or charity number, or upon identifiers held in the grantmaker’s internal systems.

string

True

Recipient Org:Name

Organisation name

string

True

Recipient Org:Charity Number

Registered charity number, if applicable.

string

False

Recipient Org:Company Number

Registered UK company number, if applicable.

string

False

Recipient Org:Street Address

Organisation address building number and street name.

string

False

Recipient Org:City

Organisation address city or town.

string

False

Recipient Org:County

Organisation address county

string

False

Recipient Org:Country

Organisation address country

string

False

Recipient Org:Postal Code

Organisation address postal code.

string

False

Recipient Org:Description

A short description of this organisation and its area of work

string

False

Recipient Org:Web Address

A web address for the Organisation

uri

False

Beneficiary Location:Name

A name for this location.

string

False

Beneficiary Location:Country Code

The 2-character ISO Country Code of the location of this activity. Taken from ISO-3166-1-alpha-2

string

False

Beneficiary Location:Latitude

The latitude of a point location. Using WGS 84 standard, for example 51.501502

number

False

Beneficiary Location:Longitude

The longitude of a point location. Using WGS 84 standard, for example -0.175269

number

False

Beneficiary Location:Geographic Code

A code referring to a geographical area, drawn from an established gazetteer such as the ONS Register of Geographic Codes in the UK. For example, the code for a local authority ward, or parliamentary constituency.

string

False

Beneficiary Location:Geographic Code Type

The type of Geographic Code (geoCode) used (e.g. Ward, Parliamentary Constituency etc.). This value for this field should be drawn from the codelist of geographic code types.

string

False

Funding Org:Identifier

A globally unique identifier for this organisation. This is important to enable data on funders and recipients to be linked up across different grant-makers. The Organisation Identifier Standard guidance explains how to create this ID, based either on the known company or charity number, or upon identifiers held in the grantmaker’s internal systems.

string

True

Funding Org:Name

Organisation name

string

True

Funding Org:Department

The department or sub-unit of this organisation making or receiving the grant.

string

False

Grant Programme:Code

An identifier for this grant programme.

string

False

Grant Programme:Title

The title of this grant programme.

string

False

Grant Programme:URL

A web link to more details of this grant programme.

uri

False

From An Open Call?

Was this grant made as the result of an open call for applications? Values must be ‘Yes’ or ‘No’

string

False

Related Activity

The identifiers of any related activities (e.g. other grants given as part of a multi-grant project)

array[string]

False

Last Modified

When was information on this grant last updated? A full date-time format must be given. Usually this can be generated automatically by the software managing or exporting this data.

date-time

False

Data Source

A web link pointing to the source of this data. This may be an original 360Giving data file, a file from which the data was converted, or an organisation website.

uri

False

For Regrant Type

A code referring to the type of regranting process that this grant represents. The value for this field should be drawn from the Regrant Type codelist

string

False

Location Scope

A code referring to the location scope applicable to this grant. The value for this field should be drawn from the Location Scope codelist.

string

False

Additional fields

The main ‘grants’ sheet only includes the most common information used by most data publishers. For many people this is enough.

The other sheets in the 360Giving Spreadsheet Template provide the details of all the possible fields that can be reported. These sheets serve a dual purpose:

  1. As a way to add more information about the grants

    The column titles in the extra sheets provide a handy mapping from the JSON Schema to a more human readable form, showing us all of the possible fields available in the 360Giving Data Standard.

    You can use any of these column titles on your main ‘grants’ sheet if you wish.

  2. As a way of providing information about One to many relationships

If, when creating your data, you only need a few additional fields from the additional sheets, you can copy them from one sheet to the main ‘grants’ sheet. Any additional sheets that aren’t used can be deleted.

If you have additional data to report that does not fit any of the columns provided in the spreadsheet, it is okay to create your own column titles in order to report it.

Hint

Naming your own columns.

If you are adding your own column titles it is best to use simple titles and to avoid special characters which could cause problems in data reuse.

Using only lowercase and uppercase alphabetical characters (a-z and A-Z), numerical digits (0-9), colons (:), parentheses (( and )) and single spaces will help to avoid problems. Full-stops (.) are known to cause issues and should be avoided. Other characters could be used, but haven’t been fully tested in all possible situations. Contact 360Giving support with further queries about naming your own columns.

Actual Dates

When did this grant activity actually take place. Dates must be in YYYY-MM-DD or date-time format. A date range can include a start date and duration in months, or a start and end date.

Title

Description

Type

Required

Actual Dates:Title

The title of this event

string

False

Actual Dates:Start Date

All events should have a start date. Dates must be in YYYY-MM-DD or date-time format. If the month or day are not available, these may be omitted.

string

False

Actual Dates:End Date

An end date for the grant. Dates must be in YYYY-MM-DD or date-time format. If the month or day are not available, these may be omitted.

string

False

Actual Dates:Duration (months)

The duration of the grant, in months. Must be in number format.

number

False

Actual Dates:Description

A description of this event

string

False

Actual Dates:Last Modified

When was information about this event last modified? A full date-time should be given. Usually this can be generated automatically by the software managing or exporting this data.

date-time

False

Planned Dates

When the recipient organisation intends this activity to take place. A date range can include a start date and duration in months, or a start and end date.

Title

Description

Type

Required

Planned Dates:Title

The title of this event

string

False

Planned Dates:Start Date

All events should have a start date. Dates must be in YYYY-MM-DD or date-time format. If the month or day are not available, these may be omitted.

string

False

Planned Dates:End Date

An end date for the grant. Dates must be in YYYY-MM-DD or date-time format. If the month or day are not available, these may be omitted.

string

False

Planned Dates:Duration (months)

The duration of the grant, in months. Must be in number format.

number

False

Planned Dates:Description

A description of this event

string

False

Planned Dates:Last Modified

When was information about this event last modified? A full date-time should be given. Usually this can be generated automatically by the software managing or exporting this data.

date-time

False

Funding Org

Details of the funder

Title

Description

Type

Required

Funding Org:Identifier

A globally unique identifier for this organisation. This is important to enable data on funders and recipients to be linked up across different grant-makers. The Organisation Identifier Standard guidance explains how to create this ID, based either on the known company or charity number, or upon identifiers held in the grantmaker’s internal systems.

string

True

Funding Org:Name

Organisation name

string

True

Funding Org:Department

The department or sub-unit of this organisation making or receiving the grant.

string

False

Funding Org:Contact Name

The contact person at this organisation.

string

False

Funding Org:Charity Number

Registered charity number, if applicable.

string

False

Funding Org:Company Number

Registered UK company number, if applicable.

string

False

Funding Org:Street Address

Organisation address building number and street name.

string

False

Funding Org:City

Organisation address city or town.

string

False

Funding Org:County

Organisation address county

string

False

Funding Org:Country

Organisation address country

string

False

Funding Org:Postal Code

Organisation address postal code.

string

False

Funding Org:Phone Number

Contact phone number.

string

False

Funding Org:Alternate Name

An alternative name for this organisation (e.g. trading name)

string

False

Funding Org:Email

The email address for this organisation.

string

False

Funding Org:Description

A short description of this organisation and its area of work

string

False

Funding Org:Organisation Type

A description of this organisation

string

False

Funding Org:Web Address

A web address for the Organisation

uri

False

Funding Org:Last Modified

When was the organisation information for this grant last modified? A full date-time should be given. Usually this can be generated automatically by the software managing or exporting this data.

date-time

False

Recipient Org

Details of the recipient of this grant.

Title

Description

Type

Required

Recipient Org:Identifier

A globally unique identifier for this organisation. This is important to enable data on funders and recipients to be linked up across different grant-makers. The Organisation Identifier Standard guidance explains how to create this ID, based either on the known company or charity number, or upon identifiers held in the grantmaker’s internal systems.

string

True

Recipient Org:Name

Organisation name

string

True

Recipient Org:Department

The department or sub-unit of this organisation making or receiving the grant.

string

False

Recipient Org:Contact Name

The contact person at this organisation.

string

False

Recipient Org:Charity Number

Registered charity number, if applicable.

string

False

Recipient Org:Company Number

Registered UK company number, if applicable.

string

False

Recipient Org:Street Address

Organisation address building number and street name.

string

False

Recipient Org:City

Organisation address city or town.

string

False

Recipient Org:County

Organisation address county

string

False

Recipient Org:Country

Organisation address country

string

False

Recipient Org:Postal Code

Organisation address postal code.

string

False

Recipient Org:Phone Number

Contact phone number.

string

False

Recipient Org:Alternate Name

An alternative name for this organisation (e.g. trading name)

string

False

Recipient Org:Email

The email address for this organisation.

string

False

Recipient Org:Description

A short description of this organisation and its area of work

string

False

Recipient Org:Organisation Type

A description of this organisation

string

False

Recipient Org:Web Address

A web address for the Organisation

uri

False

Recipient Org:Last Modified

When was the organisation information for this grant last modified? A full date-time should be given. Usually this can be generated automatically by the software managing or exporting this data.

date-time

False

Beneficiary Location

Information about the location of beneficiaries. Further information about beneficiaries can be provided through classifications.

Title

Description

Type

Required

Beneficiary Location:Identifier

Location identifier

string

False

Beneficiary Location:Name

A name for this location.

string

False

Beneficiary Location:Country Code

The 2-character ISO Country Code of the location of this activity. Taken from ISO-3166-1-alpha-2

string

False

Beneficiary Location:Latitude

The latitude of a point location. Using WGS 84 standard, for example 51.501502

number

False

Beneficiary Location:Longitude

The longitude of a point location. Using WGS 84 standard, for example -0.175269

number

False

Beneficiary Location:Description

A description of this location. This could include details of the element of the activity that takes place here.

string

False

Beneficiary Location:Geographic Code

A code referring to a geographical area, drawn from an established gazetteer such as the ONS Register of Geographic Codes in the UK. For example, the code for a local authority ward, or parliamentary constituency.

string

False

Beneficiary Location:Geographic Code Type

The type of Geographic Code (geoCode) used (e.g. Ward, Parliamentary Constituency etc.). This value for this field should be drawn from the codelist of geographic code types.

string

False

Beneficiary Location:Last Modified

When was this location information last modified? A full date-time should be given. Usually this can be generated automatically by the software managing or exporting this data.

date-time

False

Funding Org:Location

Information about the location of the organisation.

Title

Description

Type

Required

Funding Org:Location:Identifier

Location identifier

string

False

Funding Org:Location:Name

A name for this location.

string

False

Funding Org:Location:Country Code

The 2-character ISO Country Code of the location of this activity. Taken from ISO-3166-1-alpha-2

string

False

Funding Org:Location:Latitude

The latitude of a point location. Using WGS 84 standard, for example 51.501502

number

False

Funding Org:Location:Longitude

The longitude of a point location. Using WGS 84 standard, for example -0.175269

number

False

Funding Org:Location:Description

A description of this location. This could include details of the element of the activity that takes place here.

string

False

Funding Org:Location:Geographic Code

A code referring to a geographical area, drawn from an established gazetteer such as the ONS Register of Geographic Codes in the UK. For example, the code for a local authority ward, or parliamentary constituency.

string

False

Funding Org:Location:Geographic Code Type

The type of Geographic Code (geoCode) used (e.g. Ward, Parliamentary Constituency etc.). This value for this field should be drawn from the codelist of geographic code types.

string

False

Funding Org:Location:Last Modified

When was this location information last modified? A full date-time should be given. Usually this can be generated automatically by the software managing or exporting this data.

date-time

False

Recipient Org:Location

Information about the location of the organisation.

Title

Description

Type

Required

Recipient Org:Location:Identifier

Location identifier

string

False

Recipient Org:Location:Name

A name for this location.

string

False

Recipient Org:Location:Country Code

The 2-character ISO Country Code of the location of this activity. Taken from ISO-3166-1-alpha-2

string

False

Recipient Org:Location:Latitude

The latitude of a point location. Using WGS 84 standard, for example 51.501502

number

False

Recipient Org:Location:Longitude

The longitude of a point location. Using WGS 84 standard, for example -0.175269

number

False

Recipient Org:Location:Description

A description of this location. This could include details of the element of the activity that takes place here.

string

False

Recipient Org:Location:Geographic Code

A code referring to a geographical area, drawn from an established gazetteer such as the ONS Register of Geographic Codes in the UK. For example, the code for a local authority ward, or parliamentary constituency.

string

False

Recipient Org:Location:Geographic Code Type

The type of Geographic Code (geoCode) used (e.g. Ward, Parliamentary Constituency etc.). This value for this field should be drawn from the codelist of geographic code types.

string

False

Recipient Org:Location:Last Modified

When was this location information last modified? A full date-time should be given. Usually this can be generated automatically by the software managing or exporting this data.

date-time

False

Classifications

Information about a classification associated with the grant

Title

Description

Type

Required

Classifications:Vocabulary

A vocabulary used for this classification.

string

False

Classifications:Code

A codelist value in the chosen vocabulary.

string

False

Classifications:Title

The title of this classification.

string

False

Classifications:Description

A description of this classification.

string

False

Classifications:URL

A web link to more details of this classification.

uri

False

Classifications:Last Modified

When was this grant classification information last modified? A full date-time should be given. Usually this can be generated automatically by the software managing or exporting this data.

date-time

False

Funding Type

Information about the type of funding provided by the grant

Title

Description

Type

Required

Funding Type:Vocabulary

A vocabulary used for this classification.

string

False

Funding Type:Code

A codelist value in the chosen vocabulary.

string

False

Funding Type:Title

The title of this classification.

string

False

Funding Type:Description

A description of this classification.

string

False

Funding Type:URL

A web link to more details of this classification.

uri

False

Funding Type:Last Modified

When was this grant classification information last modified? A full date-time should be given. Usually this can be generated automatically by the software managing or exporting this data.

date-time

False

Grant Programme

Information about the grant programme under which the grant was awarded

Title

Description

Type

Required

Grant Programme:Code

An identifier for this grant programme.

string

False

Grant Programme:Title

The title of this grant programme.

string

False

Grant Programme:Description

A description of this grant programme.

string

False

Grant Programme:URL

A web link to more details of this grant programme.

uri

False

Grant Programme:Last Modified

When was the link between this grant and its grant programme last modified? A full date-time should be given. Usually this can be generated automatically by the software managing or exporting this data.

date-time

False

Transactions

The 360Giving Data Standard also allows for the reporting of three types of transactions:

  • commitmentTransaction

  • disbursementTransaction

  • applicationTransaction

These do not currently have the more user friendly human readable titles, but can still be added as spreadsheet columns if needed.

To create the column titles, refer to the 360Giving JSON Schema and use the JSON pointer paths as column titles. e.g. commitmentTransaction/0/id

One to many relationships

Each of the sections of additional fields above can have multiple occurrences for one grant. There are three ways of describing this in a spreadsheet.

Additional sheets

Use the other sheets in the 360Giving Spreadsheet Template. These have the columns described above, plus an extra column at the start for the Identifier of the relevant grant.

For the Funding Org: Location and Recipient Org: Location there is also an extra column for the Identifier of the relevant Funding or Recipient Org.

Numbering

You can describe multiple occurrences within the Grants sheet by having multiple columns. Use :<num>: instead of a :. This imitates JSON Pointer’s approach.

e.g. to have two related documents with their own title and web address:

Related Document:0:Title

Related Document:0:Web Address

Related Document:1:Title

Related:Document:1:Web Address

A Document

http://example.com/adocument

Another Document

http://example.com/anotherdocument

Multiple Rows

There may be cases where you need to release additional information about a grant in a new row, or you can’t update the row where the grant is originally described. In these cases, use the same Identifier for the grant, and place the additional information in a new row under the relevant columns. You should only add new information, because consuming applications may try to merge the information into a single record. So placing contradictory information in fields that cannot have more than one value will result in a validation error.

Original row:

Identifier

Title

… (other columns)

Amount Disbursed

360G-xyztrust-123

An example grant title

The new row:

Identifier

Title

… (other columns)

Amount Disbursed

360G-xyztrust-123

2500

In the second row, the fields which were originally populated with information are left blank so as to avoid conflicts, and the additional information is added to the “Amount Disbursed” column. This means the multiple rows method can only be used to add new data, and it is not suitable for amending data that has already been published.

Field guidance

Field guidance provides further useful information about fields in the 360Giving Data Standard. It provides guidance about the correct data formatting to use and some examples of how to apply the formatting when using spreadsheets.

Dates and times

The 360Giving Data Standard requires you to provide information on when a grant was awarded, and allows you to add details of when a project is taking place, and when you last updated information about aspects of the grant.

There are three different rules for validating dates:

Full dates (Award Dates and Transaction Dates)

The Award Date must provide a full date, including year, month and day in YYYY-MM-DD format (e.g. 2017-04-02 for the 2nd April 2017).

In some cases, award date data exported from grant systems includes the time of the grant, using a date-time format (e.g. 2017-04-02T16:45:00Z - a grant made at 4.45pm).

Note - The time component is never significant in Award Dates or Transaction Dates. Applications should ignore the time component when processing grants data.

Hint

You can set Excel to present a date column in YYYY-MM-DD format using a custom format as described here.

Uncertain dates (Planned Dates and Actual Dates)

Other events in the lifetime of a grant, such as for when the funded activity will take place, may include less specific date information. Funders should aim to be as specific as they can be, but do not need to guess at the particular day or month when an activity will take place if they are not certain or do not yet know.

Dates in the Planned Dates and Actual Dates groups should be provided in YYYY-MM-DD format, but the day or the day can be dropped or on the year provided (e.g. YYYY-MM or YYYY).

For example, if an application only indicates that a project will start in May 2019, then the Planned Dates:Start Date value may be ‘2019-05’.

It is up to users of the data to judge how to interpret dates which only include a year, or year and month. Different applications and analysis may require different judgements.

Date-time (Last Modified dates)

All rows in a 360Giving spreadsheet, and all objects in the JSON structure, can have a Last Modified date.

If used, this must always be in full date-time format so that if multiple updates take place on a single day, consuming applications can work out which version to use.

Hint

You can set Excel to present a date column as a full date-time using the custom format of “yyyy-mm-ddThh:mm:ssZ”. If you also set the formula for the entire column to `=Now()` then this value will be refreshed automatically every time you save the file.

Conformance

In order to conform with the spreadsheet standard:

You must:

  • Read the column definitions carefully and follow the format they request - for example, formatting identifiers and dates according to the standard. Full reference information is provided below.

  • Provide an Identifier for each grant

  • Update the Last Modified date whenever the status of a grant changes

You can:

  • Remove or hide non-required columns that you are not using - although make sure you check for any hidden columns before publishing your data, and always remove rather than hide sensitive information.

  • Re-order the columns so that information is arranged in the way you want

  • Add extra columns to include information you want to share, but that is not covered by the standard. (See additional fields).

  • Move columns in the 360Giving Spreadsheet Template between sheets.

You must not:

  • Add extra rows at the top of the table

  • Change the field names provided by the 360Giving Data Standard

JSON format

The 360Giving Data Standard is defined by a JSON Schema, which details the entities that can be described using the standard, and the properties it recognises.

At the root of the data model is a ‘grant’. Grants have a number of direct properties (e.g. Title, Description, Currency, Amount Awarded etc.) and then a number of related entities, including Organisations (Funder and Recipient) or Individuals (Recipient), Locations (Recipient, Beneficiary, Funder), Classifications, Grant Programmes, and Transactions.

360Giving JSON Schemas

The 360Giving JSON Schemas are the authoritative source of information about the 360Giving Data Standard, and it should always be possible to transform 360Giving data into structured JSON data according to these schemas.

The 360Giving Grant Schema defines the structure of an individual ‘grant’ and the documentation from this is displayed below, or fullscreen here.

When exchanging data about a single grant or any number of grants, those grants need to be packaged into a single JSON file. This is to ensure that the way the grant data may be consumed remains consistent regardless of whether there are 10 grants or 10,000 grants. The 360Giving Package Schema describes how grants are packaged into one file and may be used to publish authoritative metadata about the publisher, the file or dataset (not the grants). Metadata is declared using the fields in the package schema (except for “grants” field, which contains a list of grant data).

In general, most publishers will use a subset of the possible features of the 360Giving Data Standard, but it is designed to accommodate comprehensive data about all stages of a grant process: for a full 360-degree view.

Field names and titles

Each entity, property and relationship in the 360Giving Data Standard Schema and 360Giving Package Schema has both a machine-readable field name and an English language title (apart from Transactions in the 360Giving Data Standard Schema).

The English language titles are important for humans working to make sense of the data in everyday desktop software, and so the Spreadsheet Template and the documentation above makes use of titles as opposed to field names.

The field names are important for computers reading the data, and if other language titles are provided in future, the underlying field names will remain constant.

A mapping between column titles and field names for each schema is given below:

360Giving Package Schema (incorporating Metadata)

Title

Name

Type

Grants

grants

array[object]

Version

version

string

Extensions

extensions

array[string]

Title

title

string

Description

description

string

Issued

issued

string

Modified

modified

string

Identifier

identifier

string

Publisher:Identifier

publisher/identifier

string

Publisher:Name

publisher/name

string

Publisher:Website

publisher/website

uri

Publisher:Logo

publisher/logo

uri

Download URL

downloadURL

uri

Access URL

accessURL

uri

License

license

uri

360Giving Data Standard Schema

Title

Name

Type

Identifier

id

string

Title

title

string

Description

description

string

Currency

currency

string

Amount Applied For

amountAppliedFor

number

Amount Awarded

amountAwarded

number

Amount Disbursed

amountDisbursed

number

Award Date

awardDate

string

URL

url

uri

Planned Dates:Title

plannedDates/0/title

string

Planned Dates:Start Date

plannedDates/0/startDate

string

Planned Dates:End Date

plannedDates/0/endDate

string

Planned Dates:Duration (months)

plannedDates/0/duration

number

Planned Dates:Description

plannedDates/0/description

string

Planned Dates:Last Modified

plannedDates/0/dateModified

date-time

Actual Dates:Title

actualDates/0/title

string

Actual Dates:Start Date

actualDates/0/startDate

string

Actual Dates:End Date

actualDates/0/endDate

string

Actual Dates:Duration (months)

actualDates/0/duration

number

Actual Dates:Description

actualDates/0/description

string

Actual Dates:Last Modified

actualDates/0/dateModified

date-time

Recipient Ind:Identifier

recipientIndividual/id

string

Recipient Ind:Name

recipientIndividual/name

string

To Individuals Details:Primary Grant Reason

toIndividualsDetails/primaryGrantReason

string

To Individuals Details:Secondary Grant Reason

toIndividualsDetails/secondaryGrantReason

string

To Individuals Details:Grant Purpose

toIndividualsDetails/grantPurpose

array[string]

Recipient Org:Identifier

recipientOrganization/0/id

string

Recipient Org:Name

recipientOrganization/0/name

string

Recipient Org:Department

recipientOrganization/0/department

string

Recipient Org:Contact Name

recipientOrganization/0/contactName

string

Recipient Org:Charity Number

recipientOrganization/0/charityNumber

string

Recipient Org:Company Number

recipientOrganization/0/companyNumber

string

Recipient Org:Street Address

recipientOrganization/0/streetAddress

string

Recipient Org:City

recipientOrganization/0/addressLocality

string

Recipient Org:County

recipientOrganization/0/addressRegion

string

Recipient Org:Country

recipientOrganization/0/addressCountry

string

Recipient Org:Postal Code

recipientOrganization/0/postalCode

string

Recipient Org:Phone Number

recipientOrganization/0/telephone

string

Recipient Org:Alternate Name

recipientOrganization/0/alternateName

string

Recipient Org:Email

recipientOrganization/0/email

string

Recipient Org:Description

recipientOrganization/0/description

string

Recipient Org:Organisation Type

recipientOrganization/0/organisationType

string

Recipient Org:Web Address

recipientOrganization/0/url

uri

Recipient Org:Location:Identifier

recipientOrganization/0/location/0/id

string

Recipient Org:Location:Name

recipientOrganization/0/location/0/name

string

Recipient Org:Location:Country Code

recipientOrganization/0/location/0/countryCode

string

Recipient Org:Location:Latitude

recipientOrganization/0/location/0/latitude

number

Recipient Org:Location:Longitude

recipientOrganization/0/location/0/longitude

number

Recipient Org:Location:Description

recipientOrganization/0/location/0/description

string

Recipient Org:Location:Geographic Code

recipientOrganization/0/location/0/geoCode

string

Recipient Org:Location:Geographic Code Type

recipientOrganization/0/location/0/geoCodeType

string

Recipient Org:Location:Last Modified

recipientOrganization/0/location/0/dateModified

date-time

Recipient Org:Last Modified

recipientOrganization/0/dateModified

date-time

Beneficiary Location:Identifier

beneficiaryLocation/0/id

string

Beneficiary Location:Name

beneficiaryLocation/0/name

string

Beneficiary Location:Country Code

beneficiaryLocation/0/countryCode

string

Beneficiary Location:Latitude

beneficiaryLocation/0/latitude

number

Beneficiary Location:Longitude

beneficiaryLocation/0/longitude

number

Beneficiary Location:Description

beneficiaryLocation/0/description

string

Beneficiary Location:Geographic Code

beneficiaryLocation/0/geoCode

string

Beneficiary Location:Geographic Code Type

beneficiaryLocation/0/geoCodeType

string

Beneficiary Location:Last Modified

beneficiaryLocation/0/dateModified

date-time

Funding Org:Identifier

fundingOrganization/0/id

string

Funding Org:Name

fundingOrganization/0/name

string

Funding Org:Department

fundingOrganization/0/department

string

Funding Org:Contact Name

fundingOrganization/0/contactName

string

Funding Org:Charity Number

fundingOrganization/0/charityNumber

string

Funding Org:Company Number

fundingOrganization/0/companyNumber

string

Funding Org:Street Address

fundingOrganization/0/streetAddress

string

Funding Org:City

fundingOrganization/0/addressLocality

string

Funding Org:County

fundingOrganization/0/addressRegion

string

Funding Org:Country

fundingOrganization/0/addressCountry

string

Funding Org:Postal Code

fundingOrganization/0/postalCode

string

Funding Org:Phone Number

fundingOrganization/0/telephone

string

Funding Org:Alternate Name

fundingOrganization/0/alternateName

string

Funding Org:Email

fundingOrganization/0/email

string

Funding Org:Description

fundingOrganization/0/description

string

Funding Org:Organisation Type

fundingOrganization/0/organisationType

string

Funding Org:Web Address

fundingOrganization/0/url

uri

Funding Org:Location:Identifier

fundingOrganization/0/location/0/id

string

Funding Org:Location:Name

fundingOrganization/0/location/0/name

string

Funding Org:Location:Country Code

fundingOrganization/0/location/0/countryCode

string

Funding Org:Location:Latitude

fundingOrganization/0/location/0/latitude

number

Funding Org:Location:Longitude

fundingOrganization/0/location/0/longitude

number

Funding Org:Location:Description

fundingOrganization/0/location/0/description

string

Funding Org:Location:Geographic Code

fundingOrganization/0/location/0/geoCode

string

Funding Org:Location:Geographic Code Type

fundingOrganization/0/location/0/geoCodeType

string

Funding Org:Location:Last Modified

fundingOrganization/0/location/0/dateModified

date-time

Funding Org:Last Modified

fundingOrganization/0/dateModified

date-time

Grant Programme:Code

grantProgramme/0/code

string

Grant Programme:Title

grantProgramme/0/title

string

Grant Programme:Description

grantProgramme/0/description

string

Grant Programme:URL

grantProgramme/0/url

uri

Grant Programme:Last Modified

grantProgramme/0/dateModified

date-time

From An Open Call?

fromOpenCall

string

Funding Type:Vocabulary

fundingType/0/vocabulary

string

Funding Type:Code

fundingType/0/code

string

Funding Type:Title

fundingType/0/title

string

Funding Type:Description

fundingType/0/description

string

Funding Type:URL

fundingType/0/url

uri

Funding Type:Last Modified

fundingType/0/dateModified

date-time

Classifications:Vocabulary

classifications/0/vocabulary

string

Classifications:Code

classifications/0/code

string

Classifications:Title

classifications/0/title

string

Classifications:Description

classifications/0/description

string

Classifications:URL

classifications/0/url

uri

Classifications:Last Modified

classifications/0/dateModified

date-time

Related Document:Identifier

relatedDocument/0/id

string

Related Document:Title

relatedDocument/0/title

string

Related Document:Web Address

relatedDocument/0/url

uri

Related Document:Description

relatedDocument/0/description

string

Related Document:Document Type

relatedDocument/0/documentType

string

Related Document:Last Modified

relatedDocument/0/dateModified

date-time

None

applicationTransaction/0/id

string

None

applicationTransaction/0/transactionDate

string

None

applicationTransaction/0/currency

string

None

applicationTransaction/0/value

number

None

applicationTransaction/0/valueDate

string

None

applicationTransaction/0/description

string

None

applicationTransaction/0/provider

string

None

applicationTransaction/0/recipient

string

None

applicationTransaction/0/dateModified

date-time

None

commitmentTransaction/0/id

string

None

commitmentTransaction/0/transactionDate

string

None

commitmentTransaction/0/currency

string

None

commitmentTransaction/0/value

number

None

commitmentTransaction/0/valueDate

string

None

commitmentTransaction/0/description

string

None

commitmentTransaction/0/provider

string

None

commitmentTransaction/0/recipient

string

None

commitmentTransaction/0/dateModified

date-time

None

disbursementTransaction/0/id

string

None

disbursementTransaction/0/transactionDate

string

None

disbursementTransaction/0/currency

string

None

disbursementTransaction/0/value

number

None

disbursementTransaction/0/valueDate

string

None

disbursementTransaction/0/description

string

None

disbursementTransaction/0/provider

string

None

disbursementTransaction/0/recipient

string

None

disbursementTransaction/0/dateModified

date-time

Related Activity

relatedActivity

array[string]

Last Modified

dateModified

date-time

Data Source

dataSource

uri

For Regrant Type

regrantType

string

Location Scope

locationScope

string

JSON

When data is being generated directly out of a database system, publishers should consider using the JSON schema to provide a JSON file.

Developers may also wish to build their applications of JSON versions of the data.

The 360Giving Data Quality Checker supports conversion of data between the Spreadsheet Template and JSON representations.

Getting further help

This guidance aims to support funders through the 360Giving publishing process. If you can't find the information you need or you have further questions email 360Giving Helpdesk. You can help us improve this guidance by filling out our feedback form.