| I. |
Application
of income for charitable or religious purposes |
| 1. |
Amount
of income of the previous year applied to charitable or religious
purposes in India during the year.
|
...........................
|
| 2. |
Whether
the trust/institution has exercised the option under clause (2)
of the Explanation to section 11(1) ? If so, the details of the
amount of income deemed to have been applied to charitable or religious
purposes in India during the previous year.
|
........................... |
| 3. |
Amount
of income |
accumulated
or set apart
|
for
application to charitable or |
|
|
finally
set apart
|
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religious purposes, to the extent it does not exceed 25 %
of income derived from property held under trust wholly/in
part only for such purposes.
|
|
...........................
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| 4. |
Amount
of income eligible for exemption u/s 11(1)(c) (Give details) |
........................... |
| 5. |
Amount
of income, in addition to the amount referred to in item 3 above,
accumulated or set apart for specified purposes under section 11(2).
|
........................... |
| 6. |
Whether
the amount of income mentioned in item 5 above has been invested
or deposited in the manner laid down in section 11(2)(b) ? If so,
the details thereof.
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...........................
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| 7. |
Whether
any part of the income in respect of which an option was exercised
under clause (2) of the Explanation to section 11(1) in any earlier
year is deemed to be income of the previous year under section 11(1B)
? If so, the details thereof.
|
........................... |
| 8. |
Whether,
during the previous year, any part of income accumulated or set
apart for specified purposes under section 11(2) in any earlier-year.
|
........................... |
| |
| (a) |
has
been applied for purposes other than charitable or religious
purposes or has ceased to be accumulated or set apart for
application thereto, or
|
|
.......................... |
| |
| (b) |
has
ceased to remain invested in any security referred to in section
11(2) (b)(i) or deposited in any account referred to in section
11(2)(b)(ii), or section 11(2)(b)(iii), or
|
|
...........................
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| |
| (c) |
has
not been utilised for purposes for which it was accumulated
or set apart during the period for which it is to be accumulated
or set apart during the period for which it was to be accumulated
or set apart, or in the year immediately following the expiry
thereof ? If so, the details thereof.
|
|
........................... |
| |
|
| II. |
Application
or use of income or property for the benefit of persons referred to
in section 13(3) |
| 1.
|
Whether
any part of the income or property of the trust/institution was
lent, or continues to be lent, in the previous year to any person
referred to in section 13(3) (hereinafter referred to in this Annexure
as such person) ? If so, give details of the amount, rate of interest
charged and the nature of security, if any.
|
...........................
|
| 2. |
Whether
any land, building or other property of the trust/institution was
made, or continued to be made, available for the use of any such
person during the previous year ? If so, give details of the property
and the amount of rent or comparison charged, if any.
|
...........................
|
| 3. |
Whether
any payment was made to any such person during the previous year
by way of salary, allowance or otherwise ? If so, give details.
|
........................... |
| 4. |
Whether
the services of the trust/institution were made available to any
such person during the previous year ? If so, give details thereof
together with remuneration or compensation received, if any.
|
........................... |
| 5. |
Whether
any share, security or other property was purchased by or on behalf
of the trust/institution during the previous year from any such
person ? If so, give details thereof together with the consideration
paid.
|
...........................
|
| 6. |
Whether
any share, security or other property was sold by or on behalf of
the trust/institution during the previous year to any such person
? If so, give details thereof together with the consideration received.
|
...........................
|
| 7.
|
Whether
any income or property of the trust/institution was diverted during
the previous year in favour of any such person ? If so, give details
thereof together with the amount of income or value of property
so diverted.
|
...........................
|
| 8. |
Whether
the income or property of the trust/institution was used or applied
during the previous year for the benefit of any such person in any
other manner ? If so, give details.
|
...........................
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| |
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| III. |
Investments
held at any time during the previous year(s) in concerns in which
persons referred to in section 13(3) have substantial interest. |
|
SI.No.
|
Name
and Address of the concern
|
Where
the concern is a company, number and class of shares held
|
Nominal
Value of the investment
|
Income
from the investment
|
Whether
the amount in col. 4 exceeded of the capital of the concern
during previous Year-say, Yes/No
|
|
1
|
2
|
3
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4
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5
|
6
|
| |
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| Total |
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| Place
: .......... |
Signed
|
| Date
: ............ |
Accountant
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