CSR Funding Eligibility Checker

Is your NGO ready for CSR funding and Form CSR-1 filing?

This guided screen checks the same five practical gates the standalone tool already used: legal registration, 12A and 80G status, operating track record, documentation quality, and prior CSR exposure.

India only 5-step screening Printable report
What this tool checks
EntityTrust, society, or Section 8 registration
Tax12A and 80G readiness for CSR-1
Track3-year operating history and proof
PitchDocumentation and prior CSR credibility
How it works
A focused CSR-1 readiness interview, not a generic NGO quiz.

The page keeps the original checker logic intact and simply presents it inside the native Lexemer tool shell.

Five short steps with one verdict at the end.
Separates hard blockers from fixable readiness gaps.
Adds a filing guide and printable summary.
Your answers
No answers yet. Start with the entity question to build your CSR-1 readiness snapshot.
Complete the first two steps to see whether this looks close to CSR-1 filing readiness or still needs groundwork.
Verdict guide

The tool now also reflects the public-trust wording, the Section 10(23C) tax route, and the Rule 4 exceptions where the 3-year track record does not apply.

EligiblePrimary gates look clear
Almost thereFixable gaps remain
Not yet eligibleCore blockers still exist
Step 1 of 5
Entity
1
Legal registration status
Tax
2
12A, 80G, or 10(23C)
Age
3
Track record and exceptions
Proof
4
Documentation strength
CSR
5
Past CSR handling

Legal identity comes first.

CSR funds can only flow through implementing entities that fit the recognized legal forms under the CSR framework.

Q1
Is your NGO legally registered in India?
Pick the structure that best matches the current registered position of the organization.
Why this matters: Rule 4(1) works through Section 8 companies, registered public trusts, and registered societies in the permitted framework. Private trusts do not fit that route.

Tax registrations are the next gate.

The tax route can run through 12A plus 80G, and the rule text also recognizes the Section 10(23C) exemption route.

Q2
Which tax-exemption route best fits your organization today?
Choose the closest current status for the organization.
2022 Rule 4 wording: the implementing-agency rule was widened to also refer to entities exempted under section 10(23C). This tool now treats that as an alternative tax route to the older 12A-plus-80G path.

Now test the operating history.

The 3-year track record requirement is a major issue for independent implementing agencies, but Rule 4 also contains important exceptions.

Q3
How long has your organization been in operation?
Choose the closest operating-age band for the organization.
Track-record note: this 3-year screen mainly applies to independent implementing agencies under Rule 4(1)(d), not every type of CSR vehicle.
Q3B
Which Rule 4 setup best describes this entity?
This matters because the company-established, government-established, and statutory-body routes do not behave exactly the same on track record and tax screens.
Rule 4 nuance: the 3-year condition is mainly tied to the independent outside-agency route. Government-established and statutory bodies also need to be read separately on the tax-registration question.

Documentation decides how credible the story looks.

Even where legal eligibility exists, companies usually ask for proof that the NGO has done relevant work and can survive due diligence.

Q4
Can you document your past activities in the specific CSR area you intend to work in?
Think about annual reports, audit reports, impact records, and evidence tied to the relevant Schedule VII area.
Practical point: The original tool flags documentation strength because CSR committees typically run due diligence before empanelling an NGO.

Past CSR handling is a credibility booster.

This final question is advisory in the original logic, but it still helps sharpen the practical readiness picture.

Q5
Has your NGO previously received or managed CSR funds from any Indian company?
This is not the statutory gate, but it can influence how easy it is to win corporate trust.
Step 1 of 5
Your CSR-1 assessment

Eligible

Generated today Eligible

Eligibility checklist

What this likely means

Step-by-step filing guide

Useful actions

Printing keeps the current verdict, checklist, and filing steps together as a compact internal note or client handout.

About Form CSR-1

Practical notes How to read the CSR funding eligibility result Read notes

The result checks whether the NGO appears ready for the CSR-1 and donor-screening conversation. It does not mean a company must fund the project or that due diligence is complete.

What the checker screens

The tool focuses on the common eligibility and readiness points that come up before an NGO approaches corporate CSR teams.

  • Entity type, registration standing and basic statutory identity.
  • CSR-1, tax exemption, 80G position and activity track record.
  • Governance records, financial reporting and project documentation quality.

How donors may use this

Corporate CSR teams usually look beyond eligibility. They also ask whether the NGO can explain the project, spend trail, beneficiary records and reporting rhythm clearly.

  • Keep a project note, budget, outcome plan and past work proof ready.
  • Match objects in founding documents with the proposed CSR activity.
  • Prepare board, tax, bank and audit documents before outreach.

Before relying on it

If a live grant depends on the result, confirm the current filing position and supporting documents before sending the NGO profile to a company.

  • Check CSR-1 acknowledgement and tax approval validity.
  • Review any related-party, conflict or political-activity sensitivity.
  • Keep donor reporting responsibilities clear before accepting funds.

Note: This is a CSR-1 and donor-readiness screen, not a funding assurance. Confirm current filings, tax approvals, project eligibility and donor due diligence before relying on the result.