Old Age Home Trust – Registration, Benefits & Compliance Guide

Prepared by: Compacx Support Services Private Limited
πŸ“ž 7702102358


🏒 Business Vision & Social Impact

The proposed Old Age Home Trust is designed to serve as a social enterprise combining care for senior citizens with structured governance, financial transparency, and long-term sustainability. This initiative addresses a growing societal need while enabling tax-exempt status, community goodwill, and employment generation.


βœ… Strategic Business Benefits

🎯 For the Organization / Promoters:

  • Structured charitable entity with long-term community impact

  • Eligible for tax exemptions (12A/80G) to attract CSR & donor funding

  • Trust governance structure allows defined control by trustees

  • Builds reputation as a compliant, purpose-driven entity

πŸ‘΄ For Beneficiaries (Senior Citizens):

  • Secure, hygienic, and elder-friendly living conditions

  • Medical care and 24×7 staff assistance

  • Engaging social life with dignity, routine, and companionship

πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ For Families & Community:

  • Peace of mind for working families

  • Positive brand association for donors & volunteers

  • Employment generation in caregiving and facility operations


πŸ“‹ Legal & Statutory Compliance Checklist

🧾 Entity Formation

  • βœ… Choose Structure: Trust (ideal for philanthropic, non-profit model)

  • βœ… Draft & Register Trust Deed with clear charitable objectives

  • βœ… PAN Application & Bank Account Opening

  • βœ… Appoint minimum two trustees

πŸ›οΈ Mandatory Registrations

  • βœ… Trust Registration with local Sub-Registrar

  • βœ… Apply for 12A (income tax exemption)

  • βœ… Apply for 80G (donor benefit under Income Tax Act)

  • βœ… GST Registration (if revenue from services/sales exceeds threshold)

🏒 Operational Licenses & Permissions

  • πŸ”² Trade License (Municipal Authority)

  • πŸ”² Health Department NOC (for kitchen & sanitation)

  • πŸ”² Fire Safety Certificate

  • πŸ”² Police NOC for resident safety

  • πŸ”² Building Fitness Certificate

  • πŸ”² Registration under Maintenance & Welfare of Parents and Senior Citizens Act, 2007

  • πŸ”² Approval from State Social Welfare Department (if required)


πŸ“Š Financial & Accounting Controls

  • πŸ”Ή Maintain double-entry bookkeeping system

  • πŸ”Ή Conduct annual audit by CA

  • πŸ”Ή File Income Tax Return (ITR-7)

  • πŸ”Ή Maintain Donation Register and Expense Tracker

  • πŸ”Ή Submit Utilization Certificates for grants or CSR funds


πŸ—οΈ Infrastructure & Facility Setup

  • Elder-friendly building with accessible rooms, ramps, grab rails

  • Well-equipped kitchen, dining, and medical rooms

  • Separate space for recreation, prayer, and administration

  • CCTV monitoring, fire safety equipment, backup power supply

  • Visitor management & resident logbook


πŸ‘₯ Human Resource & Staffing

  • Qualified caregivers and nurses with elder care training

  • Support staff: cooks, cleaners, admin & security

  • Resident medical records and emergency protocols to be maintained

  • Mandatory background checks and regular staff training


πŸ“’ Outreach, Promotion & Partnerships

  • Build branding: name, logo, signboard

  • Design brochures, outreach posters, and digital presence (website + social media)

  • Collaborate with CSR partners, hospitals, NGOs, local authorities

  • Engage local youth for volunteering and awareness initiatives


πŸ“˜ Governance & Code of Conduct

πŸ§“ For Residents:

  • Valid ID, medical history, emergency contact at time of admission

  • No alcohol, smoking, or violent behavior

  • Participation in scheduled check-ups & community routines

πŸ‘©β€βš•οΈ For Staff:

  • Uphold dignity and compassion in caregiving

  • Log daily reports (medications, meals, health issues)

  • Follow emergency & hygiene protocols

🏒 For Facility Managers:

  • Ensure timely compliance renewals

  • Resolve grievances within defined timelines

  • Promote continuous improvement via resident feedback

  • Maintain trust meeting records, resolutions, and minutes


🧾 Summary: Why Register as a Trust?

FeatureBenefit
Simple SetupEasier registration with clear charitable objectives
Tax Exemptions12A & 80G eligibility
Asset Lock-InEnsures all assets are used for old-age welfare
GovernanceDefined roles for trustees; annual filings ensure transparency
Public TrustAttracts donations, CSR funds, and goodwill

For end-to-end assistance in Trust formation, legal compliance, documentation, and operations setup, contact:

Compacx Support Services Private LimitedΒ 
πŸ“ž Β 7702102358
πŸ“ Hyderabad | Vijayawada | Chennai

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