Registered Charitable Trust Services in India

Compliance, Renewal, Amendment and Advisory for Registered Charitable Trusts

A charitable trust once registered requires continuous compliance to maintain its legal status, tax exemptions, and regulatory approvals. Obligations include annual accounts submission to the Charity Commissioner, income tax return with Form 10B/10BB audit report, maintaining 12A and 80G registrations, FCRA compliance, and trustee meeting documentation. Non-compliance can result in penalties and cancellation of tax-exempt status. Casela Advisors provides comprehensive compliance advisory and management for registered charitable trusts.

Our Services

Charity Commissioner Compliance

Annual accounts submission — preparation of Balance Sheet, Income & Expenditure Account, and Receipts & Payments Account in the prescribed format, with trustee meeting resolutions for the Charity Commissioner.

Form 10B/10BB Audit Report

Statutory audit and preparation of Form 10B (gross receipts above Rs 5 crore) or Form 10BB (smaller trusts) — mandatory for claiming tax exemption under Section 11/12.

ITR-7 Filing

Income tax return filing in Form ITR-7 — reporting income, expenditure, application of funds, investments, and accumulation of income under Section 11(2).

12A and 80G Renewal

Renewal of 12A and 80G registrations on the required schedule — ensuring continuous tax exemption and donor deduction availability without any gap in registration status.

Trust Deed Amendment

Advisory on and preparation of amendments — for change of objects, addition/removal of trustees, change of registered address, or modifications required by the Charity Commissioner.

FCRA Compliance

Annual FCRA reporting — FC-4 annual return, FCRA account maintenance, utilisation as per FCRA restrictions, and handling of queries from the Ministry of Home Affairs.

Key Benefits

Maintains continuous compliance preventing penalties or cancellation of registrations
Ensures 12A and 80G remain active — protecting tax exemption and donor deductions
Systematic compliance management lets trustees focus on charitable activities
Proactive alerts on upcoming deadlines prevent inadvertent lapses
Expert advisory on accumulation, application, and investment compliance

Why Choose Us?

Deep expertise in charitable trust law, Charity Commissioner, and Income Tax requirements
Systematic annual compliance calendar covering all deadlines
Experience across multiple states and their specific Charity Commissioner requirements
Expert handling of 12A/80G renewal and FCRA compliance
Prompt response to queries from Charity Commissioner or Income Tax Department

Who We Help

Registered charitable trusts requiring ongoing annual compliance management
Trusts with 12A/80G registrations due for renewal
Charitable trusts receiving foreign contributions requiring FCRA compliance
Trusts needing to amend their deed or change trustees
Any charitable trust seeking a professional compliance partner

Need Compliance Support for Your Registered Charitable Trust?

Annual accounts, Form 10B/10BB, ITR-7, 12A/80G renewal, trust deed amendment, and FCRA compliance — complete charitable trust compliance services.