Facts of the Case
The present appeals were filed by the Commissioner of Income
Tax (Exemptions), Delhi challenging the order dated 1st November 2019 passed by
the Income Tax Appellate Tribunal (ITAT), Delhi Bench ‘A’. The Tribunal had
dismissed the appeals of the Revenue for Assessment Years 2010–11, 2012–13,
2013–14 and 2014–15.
The respondent, Servants of People Society, is a charitable संस्था engaged
in running a printing press and publishing a newspaper. The income generated
from such activities was utilized for charitable purposes in accordance with
its objectives.
The Revenue contended that the activities of the assessee were
commercial in nature and therefore hit by the proviso to Section 2(15) of the
Income Tax Act, 1961.
Issues Involved
- Whether
the assessee is entitled to exemption under Section 11 of the Income
Tax Act, 1961?
- Whether
the activities of the assessee fall within the ambit of “charitable
purpose” under Section 2(15) despite earning income?
- Whether
income-generating activities automatically render an संस्था as
engaged in trade, commerce or business?
- Whether
the ITAT erred in granting exemption ignoring alleged commercial nature of
activities?
Petitioner’s Arguments (Revenue)
- The
Tribunal erred in granting exemption under Section 11.
- The
assessee’s activities fall under the last limb of Section 2(15), i.e.,
“advancement of any other object of general public utility”.
- The
activities of running a printing press and publishing a newspaper
generated profit and were commercial in nature.
- The
ITAT failed to properly apply the principles laid down in Surat Art
Silk Cloth Manufacturers Association (1980) 121 ITR 1 (SC).
- Income earned through commercial activities cannot be treated as charitable merely because it is applied for charitable purposes.
Respondent’s Arguments (Assessee)
- The
assessee is a charitable institution with no profit motive.
- Income
generated from its activities is entirely applied towards charitable
purposes.
- The
activities are carried out in furtherance of the objects of the संस्था and
not for commercial gain.
- The
assessee has consistently been granted exemption under Sections 11,
10(23C)(vi), and registration under Section 12A.
- Principle
of consistency applies as exemptions were allowed in earlier years.
Court’s Findings / Judgment
The Delhi High Court upheld the order of the ITAT and
dismissed the appeals filed by the Revenue.
Key findings:
- Mere
receipt of fees or income does not mean the assessee is engaged in trade,
commerce, or business.
- The
dominant purpose of the assessee is charitable, and there is no profit
motive.
- The
income generated is applied for charitable purposes, reinforcing the
charitable character.
- The
proviso to Section 2(15) is not attracted in the absence of profit motive.
- The
Court relied on its earlier decision holding that entities carrying out
activities for consideration do not lose charitable status unless profit
distribution is intended.
- No
perversity was found in the findings of the ITAT.
- Appeals
were dismissed as being devoid of merit.
Important Clarification by the Court
- The
proviso to Section 2(15) is meant to exclude entities engaged in business
with a profit motive, not genuine charitable organizations generating
incidental income.
- Application
of income for charitable purposes is a crucial test.
- Consistency
in granting exemption in earlier years strengthens the assessee’s case.
- High
Court’s jurisdiction under Section 100 CPC is limited to substantial
questions of law and does not extend to re-appreciation of facts.
Sections Involved
- Section
2(15) – Definition of Charitable Purpose
- Section
11 – Income from property held for charitable purposes
- Section
12A – Registration of charitable trust
- Section
10(23C)(vi) – Exemption for educational institutions
- Section
80G – Deduction for donations
- Section 100 CPC – Second appeal jurisdiction
Link to download the order -
https://delhihighcourt.nic.in/app/case_number_pdf/2022:DHC:563-DB/MMH11022022ITA262022_204103.pdf
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