2015 Ruling 2015-0619281R3 - Qualifying Environmental Trusts for Pipelines -- summary under Subsection 107.3(1)

The NEB has been requiring pipeline companies to set up reclamation trusts to be funded by monthly contributions to the trust made by the pipeline companies based on identifiable charges therefor collected from their customers. CRA provided three quite similar ruling letters indicating that the trust is a qualifying environmental trust, and that the contributions are deductible under s. 20(1)(ss).

The reclamation trust is a discretionary trust whose beneficiaries also include a federal not-for-profit corporation maintaining funds for the reclamation of abandoned pipelines in Canada, a.k.a., the Orphan Pipeline Fund. The trust deed specifies that “distributions from the ACo Reclamation Trust to a Beneficiary or a third party are to be made for the sole purpose of discharging the Beneficiary’s Reclamation Obligations.” CRA ruled that the pipeline company’s reasonable share of income or non-capital of the reclamation trust under s. 107.3(1) for purposes of computing its income and taxable income is 100%.

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