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Tax Exemptions For Charitable And Religious Trusts Under Sections 11 To 13: A Critical Appraisal




Aparna T, BA LLB (Hons), Chettinad School of Law

Darshanram Karthik S, BA LLB (Hons), Chettinad School of Law

Mrs. Jehibha N, Assistant Professor of Law, Chettinad School of Law


ABSTRACT


The Indian Income Tax Act, 1961 accords significant tax exemptions to charitable and religious trusts under Sections 11 to 13, reflecting the legislature’s intent to encourage philanthropy and social welfare. However, the operation of these provisions has often sparked debate over their scope, misuse, and alignment with the principles of equity and fiscal accountability. This paper critically appraises the legal framework governing tax exemptions for charitable and religious trusts, analyzing statutory provisions, judicial interpretations, and administrative practices. It examines the conditions for eligibility, application of income, accumulation rules, and the restrictions imposed on private religious purposes and benefit to specific communities. The study highlights the judicial trend of balancing legislative intent with the prevention of abuse of tax privileges. Drawing from landmark decisions of the Supreme Court and High Courts, it evaluates whether the current framework effectively distinguishes genuine charitable activity from tax avoidance mechanisms. The paper concludes with suggestions for reform aimed at ensuring transparency, accountability, and equitable application of tax exemptions in harmony with public policy objectives.


Keywords: Income Tax Act, 1961, Sections 11–13, charitable trusts, religious trusts, tax exemption, fiscal accountability, judicial interpretation.



Indian Journal of Law and Legal Research

Abbreviation: IJLLR

ISSN: 2582-8878

Website: www.ijllr.com

Accessibility: Open Access

License: Creative Commons 4.0

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All research articles published in The Indian Journal of Law and Legal Research are fully open access. i.e. immediately freely available to read, download and share. Articles are published under the terms of a Creative Commons license which permits use, distribution and reproduction in any medium, provided the original work is properly cited.

 

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The opinions expressed in this publication are those of the authors. They do not purport to reflect the opinions or views of the IJLLR or its members. The designations employed in this publication and the presentation of material therein do not imply the expression of any opinion whatsoever on the part of the IJLLR.

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