Get Form 1023 - The Lawrence Foundation - Thelawrencefoundation

Filling out the Form 1023 is an important step for organizations seeking tax-exempt status under Section 501(c)(3) of the Internal Revenue Code. This guide provides clear and concise instructions to help users complete the form accurately and efficiently.

Follow the steps to complete the form online successfully.

1. Press the ‘Get Form’ button to access the application and open it in the editor for completion.
2. Fill in Part I, which includes the identification of the applicant. Provide the full name of the organization, employer identification number (if applicable), address, and contact information for the representative person. Ensure that all details match the organizing documents.
3. In Part II, detail the organization's activities and operational information. Describe each activity, its purpose, when it was initiated, and who will conduct the activity. Include sources of financial support and any fundraising initiatives.
4. Complete Part III, which involves answering questions regarding technical requirements. Indicate if the application is being filed within the required timeline and address any exceptions noted.
5. Fill out Part IV with the organization's financial data. This includes the statement of revenues and expenses, as well as the balance sheet. Ensure that all figures are accurate and reflect the organization’s financial status.
6. Review the completed form for accuracy. Ensure all required attachments, such as the organizing documents and any necessary schedules, are included before submission.
7. Save your changes, then download, print, or share the completed form as necessary. Ensure that the application is sent to the appropriate address as per the instructions provided.

Start filling out your Form 1023 online now to secure your organization's tax-exempt status.