Eligibility Policy

Type: Investment

Target audience: Applicant organization, Grantees, Partners, Staff, Volunteers

Document ID POL-INV-01

Approved by Board

1.0 Definitions

Collaborative application: Two or more organizations with a well-defined relationship applying for funding of a project in which the organizations will work together to achieve a common goal.

Political activity: Activities carried out to support or oppose any political party, elected representative, or candidate for public office.

Flow-through funding: Funding that will be reallocated to a third-party organization. 

Organizations with limited affiliations: Organizations that meet the needs of specific populations, including youth or seniors’ groups, cultural associations and legions.

Religious entities: Organizations established for the observation of religious beliefs, including churches, temples, mosques and synagogues.
 

2.0 Rationale

In order to maintain the highest standards of public accountability, ensure an efficient application process, and provide an opportunity for applicants to self-assess their eligibility, the Ontario Trillium Foundation (OTF) has established eligibility criteria for applicants and activities within the framework of OTF’s governing documents.

3.0 Purpose

This policy defines eligibility for OTF funding and states exclusions from eligibility. 

4.0 Policy

4.1 The Purpose of OTF Grants

OTF grants support the direct provision of programs and services which build healthy and vibrant communities within Ontario, as stated in the mission of OTF. 

OTF grants are intended to supplement rather than duplicate or substitute for any existing sources of funds. OTF grants are made to applicants who will not be dependent on OTF or the Province of Ontario. OTF grants are intended to help finance eligible costs by providing time-limited, results oriented funding that directly supports funded project activities.

4.2 Eligible Applicants

An applicant for an OTF grant must have:

  • a presence and reputation in Ontario;
  • a primary purpose of delivering community programs and services to benefit people in Ontario;
  • a demonstrable capacity to manage and complete the project an OTF grant would support;
  • a demonstrable ability to generate additional resources from the community and other sources;  and
  • the ability to demonstrate that it is an appropriate organization to carry out the proposed project.

Any one of the following organizations may be eligible for funding:

  • a charitable organization or foundation registered with the Canada Revenue Agency
  • an organization incorporated as a not-for-profit corporation;
  • a First Nation or a First Nation library;  or
  • a Metis, Inuit or other Indigenous community.

A municipality with a population of 20,000 or less is eligible to:

  • apply for funding in OTF’s Active People Action Area fostering more active lifestyles, or in OTF’s Inspired People Action Area supporting arts, culture and heritage projects;  and
  • apply for its cultural or recreation agencies, including municipal libraries and museums.

County Library Boards and Local Services Boards serving populations of 20,000 or less are also eligible to apply for funding in the Inspired People or Active People Action Areas.

Organizations with limited affiliations that are registered charities or not-for-profit corporations may be eligible.

Organizations which are religious entities or faith-based groups and are registered charities or not-for-profit corporations may be eligible, provided that the funded programs or services are not religious and do not include a requirement to participate in any dimensions of faith.

A collaboration of two or more organizations may be eligible where the lead organization in the collaboration meets OTF eligibility criteria and accepts responsibility for the application and grant, including financial and reporting accountability.  In addition, all organizations participating in the collaboration must not be organizations engaged in political activity supporting or opposing any political party, elected representative, or candidate for public office, or organizations whose major activities or major resources are used to bring about change in law or government policy.  All organizations participating in the collaboration must be in compliance with OTF’s Anti-Discrimination Policy.  For further information please refer to OTF’s Collaborative Applicants Policy.

All applicants for OTF grants must comply with and agree to continue to comply with the Ontario Human Rights Code , OTF’s Anti-Discrimination Policy, and all legislation applicable to their activities.
 

4.3 Ineligible Applicants

The following are not eligible for OTF grants:

  • individuals;
  • for-profit organizations;
  • organizations engaged in political activity supporting or opposing any political party, elected representative, or candidate for public office
  • organizations whose major activities or major resources are used to bring about change in law or government policy;
  • organizations or agencies established primarily to support or fund ineligible organizations;  and
  • organizations that do not meet the criteria set out in section 4.2 above.

The following, however, may participate in a collaboration among organizations applying for an OTF grant, provided that the lead organization in the collaboration and all participants in the collaboration are in compliance with the provisions of section 4.2 above regarding collaborations:

  • private or corporate foundations and their agencies;
  • agencies of provincial or federal governments;
  • municipalities with populations over 20,000 and their agencies;
  • universities, colleges, schools and hospitals, and their agencies;
  • individuals;  and 
  • for-profit organizations.

4.4 Ineligible Activities

The following activities are not eligible for OTF grants:

  • the duplication of existing funding;
  • costs for which an alternative source of funding is available;
  • the financing of deficits;
  • the purchase or sale of alcohol or cannabis, financing related licenses or permits, or capital renovations or repairs to facilities or spaces used for the purpose of selling alcohol or cannabis;
  • political activities supporting or opposing any political party, elected representative, or candidate for public office;
  • activities for the purpose of bringing about change in law or government policy, including public policy dialogue and development;
  • activities which are religious or include a requirement to participate in any dimensions of faith;
  • capital renovations or repairs of premises used for the purpose of religious observance or practice;
  • general fundraising drives or capital campaigns;
  • the replacement of government funding;
  • organizational core funding or ordinary course expenses such as operating and maintenance costs;
  • activities, programs or services which do not provide a benefit to communities within Ontario; 
  • activities, programs or services carried out or provided outside of Ontario;
  • activities completed, or costs incurred, prior to the approval of an application for an OTF grant;
  • flow-through funding;
  • government mandated positions or activities;  and
  • loans.