Eligibility Policy

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Type: 
Investment
Document ID: 
POL-INV-01
Version: 
1.0
Approved By: 
Board
Date Approved: 
10/01/2001
Date Effective: 
04/01/2015
Date Revised: 
10/30/2014

1.0  RATIONALE

In order to maintain the highest standards of public accountability, ensure an efficient application process, and provide an opportunity for applicants to self-screen, the Ontario Trillium Foundation (OTF) has established eligibility criteria for applicants and activities as outlined in the Memorandum of Understanding with the Government of Ontario. OTF funds are not intended to substitute for existing sources of funds; and will be granted in such a way as to avoid dependency on OTF or the Province of Ontario. 

2.0  PURPOSE

This policy defines eligibility for OTF funding, and outlines exclusions. Funds are provided to eligible applicants delivering interventions that directly align with OTF Priority Outcomes. 

3.0  POLICY

3.1 Eligible Applicants

OTF considers any one of the following organizations eligible for funding:

  • A charitable organization or foundation registered as a charity with the Canada Revenue Agency
  • An organization incorporated as a not-for-profit corporation without share capital in a Canadian jurisdiction
  • A First Nation
  • A Metis, Inuit  or other Indigenous community
  • A municipality with a population of 20,000 or less, or their cultural and recreational agencies for initiatives in the Inspired or Active People action areas
  • A collaboration of two or more organizations, where the lead organization is an eligible organization

In addition, an applying organization must:

  • Provide services in Ontario
  • Comply with all applicable legislation
  • Show evidence of its ability to generate additional resources from the community and other sectors

3.2 Exclusions

OTF will not support the following entities:

  1. Individuals
  2. For-profit organizations
  3. Organizations whose purpose is related to political activity as defined by the Canada Revenue Agency
  4. Private Foundations*
  5. Organizations that discriminate, or that seek to limit the legal rights and activities of people, as per OTF’s Anti-Discrimination Policy
  6. (a) Agencies of provincial or federal governments*

​ (b) Municipalities with populations over 20,000, and their agencies*

 (c) Universities, colleges, schools and hospitals, and their agencies*

*unless they are part of a collaboration of two or more organizations, where the lead organization is an eligible organization

3.3 OTF will not support the following initiatives:

  1. Financing of deficits
  2. Purchase of Alcohol
  3. Political and/or advocacy activities, such as furthering the aims of a political party; promoting a political doctrine; or persuading the public to adopt a particular political view
  4. Religious activities, including capital renovations or repairs for facilities used for the specific purpose of religious observance
  5. Contributions to annual fund drives or capital campaigns
  6. Dollar-for-dollar replacement of government funding
  7. Programs or services outside Ontario
  8. Activities completed or costs incurred before the approval of the request to OTF
  9. Flow-through funding (i.e., funds that will be reallocated to a third party organization)
  10. Discriminatory Activities, as defined by the OTF Anti-Discrimination Policy and the Ontario Human Rights Code

4.0  DEFINITIONS

OTF Priority Outcomes: The tangible results OTF wants to have with its investments and will hold itself accountable for achieving.

Collaborative Applicants: Two or more organizations that jointly submit an application to achieve a common goal where there is mutual benefit, shared decision-making, and accountability to each other and to the communities they serve.

5.0  KEY WORDS

Applicant; Application; Eligibility; Eligible;

6.0  TARGET AUDIENCE(S)

Staff, Volunteers, Applicant Organizations, Grantees, Partners

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