Facts of the Case
The assessee, a trust engaged in activities connected with worship and related functions along with certain charitable activities, challenged the order of the Commissioner of Income Tax (Exemption) denying approval under Section 80G of the Income-tax Act, 1961. The Commissioner concluded that a substantial portion of the trust’s expenditure was of a religious nature, thereby rendering the institution ineligible for benefits available to charitable organizations. Aggrieved by the denial, the assessee filed an appeal before the Income Tax Appellate Tribunal.
Issues Involved
- Whether the activities of the assessee-trust qualified as
charitable within the meaning of the Act.
- Whether expenditure incurred on religious activities disentitled
the trust from approval under Section 80G.
- Whether the Commissioner was justified in rejecting the application
on the ground that the trust pursued religious purposes.
Petitioner’s (Assessee’s) Arguments
- The assessee contended that its dominant objectives were charitable
in nature.
- It was argued that the activities carried out benefited the public
at large and were not confined to any particular religious community.
- The assessee maintained that participation in worship or related
activities was open to persons of all castes, creeds, and religions.
- Therefore, the expenditure should not be treated as exclusively religious so as to deny statutory approval.
Respondent’s (Revenue’s) Arguments
- The Revenue supported the findings of the Commissioner (Exemption).
- It was submitted that a significant portion of the trust’s
expenditure related to worship, rituals, and honorarium to priests, which
are inherently religious activities.
- The Department argued that such expenses fall within the scope of
religious purposes and not charitable purposes under Section 80G.
- Consequently, the denial of approval was justified under the
provisions of the Act.
Court Order / Findings (ITAT)
- Activities centered on performance of religious rituals are
inherently religious in nature.
- The fact that persons of all communities may participate does not
change the religious character of the expenditure.
- The statutory conditions for approval under Section 80G were not
satisfied where substantial income was applied for religious purposes.
Important Clarification
The Tribunal clarified that merely because
activities are open to the public or persons of all faiths does not convert
religious activities into charitable ones. For approval under Section 80G, the
dominant purpose must be charitable, and substantial religious expenditure may
disentitle the institution from such benefit.
Link to
download the order –
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