Education Sector

Trust & Exemption

Strategic structuring and tax exemption advisory for educational societies and trusts, ensuring institutional longevity.

📜 12A & 80G 🌍 FCRA Compliance
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Educational Trust Visual
Trust Services

Statutory & Tax Framework

We help educational institutions navigate the complex regulatory landscape of trust registrations and permanent tax exemptions.

Registration

  • Society / Trust Registration
  • 12A & 80G Registration
  • Section 10(23C) Advisory

Exemption Support

  • Income Tax Exemption Structuring
  • Educational Institution ITR Filing
  • FCRA Compliance Support

Governance

  • Trustee Compliance Advisory
  • Change in Objects Support
  • Dissolution & Re-registration
Tax Excellence

The 12A & 80G Lifecycle

Obtaining a tax exemption is just the first step. Maintaining it requires a rigorous annual compliance framework to ensure that the institution's activities remain within the 'Charitable' scope defined by the Income Tax Act.

Renewal Management

Tracking and managing the 5-year renewal cycles for 12AB and 80G approvals.

Audit-Ready Filings

Ensuring all donations and applications of funds match the statutory filings.

Exemption Visual

FCRA Monitoring Framework

Handling foreign contributions in the education sector requires extreme precision. Our framework ensures 100% adherence to MHA guidelines.

  • Quarterly & Annual FC-4 Filings
  • Utilization Certificate (UC) Management
  • FCRA Bank Account Reconciliation (SBI Main Branch)
Global Funding

Secure Your Foreign Grants

We provide end-to-end liaison and compliance support for institutions receiving foreign donations for research or infrastructure development.

Sustainability

Corpus Fund & Asset Structuring

We help trustees structure 'Corpus Donations' and manage institution assets to ensure long-term financial stability while remaining compliant with investment norms under Section 11(5).

Fund Allocation

Optimizing the 15% accumulation vs 85% application rule.

Asset Protection

Legal structuring for institution land and infrastructure assets.

Renewal Advisory

Proactive handling of provisional to permanent registrations.

Our Method

The Institutional Approach

01

Legal Review

Auditing existing trust deeds and registration documents.

02

Gap Analysis

Identifying missing exemptions or non-compliant activities.

03

Exemption Filing

Filing for 12AB, 80G, or FCRA with technical precision.

04

Ongoing Defense

Monitoring annual application of funds to secure status.

Institutional Excellence

Why Schools & Trusts Trust Us

  • Zero-Cancellation Track Record

    100% success rate in maintaining 12A/80G status for our clients.

  • Specialized Education Focus

    Deep understanding of Section 10(23C) and auxiliary tax rules.

  • Department Representation

    Professional handling of Exemption Commissioner inquiries.

Expertise Overview

K-12 Schools Higher Education Skill Centers Research Trusts
Common Questions

Frequently Asked Questions

What is the validity of 12A and 80G registration?
Registration is now granted for a period of 5 years, after which it must be renewed 6 months before the expiry date.
Can an educational institution have both 12A and 10(23C)?
Yes, institutions can apply for both, but the application of funds rules vary. We help you choose the most beneficial framework.
What happens if we receive anonymous donations?
Anonymous donations are taxable at 30% under Section 115BBC, with certain exceptions. We help you track donor records to minimize this risk.

Secure Your Trust's Tax Legacy

Get expert advisory on exemptions and statutory compliance for your educational institution.

Book an Advisory Session