Financial statement requirements

  • Organizations must upload their most recent completed financial statements based on their fiscal year-end date and total revenues. 
  • Additional information pertaining to a surplus or deficit will need to be uploaded along with the financial statements, if applicable.
  • Organizations must have at least one year of financial history from their incorporation or charitable registration date based on their organization's fiscal year-end date.
  • Financial statements must be Board approved (draft statements are not accepted).
  • Financial statements must be completed within 12 months of the organization’s most recent fiscal year-end.

While all organizations must meet OTF’s Financial Statement requirements, Municipalities, First Nations, Métis or Inuit communities are not required to submit financial statements with their grant application.

Review all financial statement requirements