We have discussed in our previous blog Ontario Government reduces reporting by charities in Ontario to Ontario Public Guardian and Trustee the reduced reporting requirements for charities operating in Ontario.
A client of ours recently received a notice because they filed certain information with the Ontario Public Guardian and Trustee (OPGT), and it is now not required. Here is a PDF of the OPGT Documents Reporting Requirements as of December 4, 2023.
Here is the text of the Notice from the OPGT:
Reporting Requirements under the Charities Accounting Act as of December 4, 2023
Prior to December 4, 2023, section 1 of the Charities Accounting Act, R.S.O. 1990, c. C.10 (the CAA) required charities and others receiving or holding property for charitable purposes to give written notice to beneficiaries or trustees designated to receive charitable funds in wills or other instruments, and to the Public Guardian and Trustee.
On December 4, 2023, the Less Red Tape More Common Sense Act, 2023 was enacted. That Act amended some of the reporting requirements under s. 1 of the CAA.
As of December 4, 2023, charities and others receiving or holding property for charitable purposes are no longer required to:
•send written notice to the Public Guardian and Trustee, or
•include their articles of incorporation (if the charity is a corporation) in their notice to beneficiaries or trustees under s. 1 of the CAA.
Section 2 of the CAA has not changed. Under s. 2 of the CAA, charities and others receiving or holding property for charitable purposes must produce the documents or information listed at s. 2 of the CAA if asked to do so by the Public Guardian and Trustee.
Office of the Public Guardian and Trustee
Charitable Property Division
595 Bay Street, Suite 800 Toronto ON M5G 2M6
Fax: (416) 326-1969
PGT-Charities@ontario.ca
Online: https://www.ontario.ca/page/charities-ontario