Practice Area

Trust & Society Services

End-to-end professional services to charitable trusts, societies, and non-profit organizations.

Strategic Scope & Purpose

Overview of Our Trust & Society Services Practice

We provide end-to-end professional services to charitable trusts, educational societies, and non-profit organizations. Our team handles registration under Maharashtra laws, Mumbai Public Trust compliance, Charity Commissioner filings, 12A/80G tax exemptions, and statutory audits.

Comprehensive Sub-Services Included6 Modules

1

Trust & Society Registration

Drafting Trust Deeds, Memorandum of Association, and Rules; obtaining registration from the Charity Commissioner and Registrar of Societies.

Deliverables:Registered Trust DeedRegistration Certificate (PTR)Charity Commissioner Sanction
2

Registration under Maharashtra Laws & Mumbai Public Trust

Compliance with local Maharashtra laws, changes in trustees (Change Report Schedule III), and property acquisition permissions under Sec 36.

Deliverables:Change Report FilingsCharity Commissioner ApprovalsTrust Property Register (Schedule I)
3

Income Tax Registration under Sections 12A/12AB & 80G

Filing Form 10A/10AB for provisional and permanent 5-year tax exemptions under Section 12AB and 80G donor deduction eligibility.

Deliverables:Section 12AB Registration OrderSection 80G Approval CertificateCSR-1 Registration
4

Trust & Society Statutory Audit

Statutory audit of accounts under the Bombay Public Trusts Act, verification of donation receipts, corpus funds, and electronic filing of Form 10B/10BB.

Deliverables:Audited Financial StatementsForm 10B / 10BB Audit ReportCharity Commissioner Schedule IX / IX-C Filings
5

Accounting & Financial Statements

Day-to-day bookkeeping, project-wise grant accounting, and preparation of receipts and payments, income and expenditure, and balance sheet.

Deliverables:Annual Financial AccountsDonor Grant Utilization Statements
6

Tax Compliance & Return Filing

Filing annual ITR-7, Form 10BD statement of donations, Form 10BE donor certificates, and TDS compliance for trusts.

Deliverables:ITR-7 Filing AcknowledgmentForm 10BD & 10BE Donor Certificates
Why ASGR and CO

The Firm Advantage

Expertise under the Maharashtra Public Trusts Act and Societies Registration Act
Seamless Section 12A/12AB and 80G tax exemption registrations and renewals
Statutory trust audits with electronic filing of Form 10B / 10BB
Charity Commissioner annual budgeting, account submission, and compliance

Direct partner supervision across all audit checklists and statutory representations.

Initiate Engagement

Request a Consultation for Trust & Society Services

Provide your details below to schedule an introductory conference call or personal meeting at our Mumbai offices.

Connect with Our Partners

Fill out the form below or contact our Mumbai offices directly at +91 93249 76856.

🔒 Confirmed strict non-disclosure & professional confidentiality under ICAI Code of Ethics.