Get Form 1023-ez Streamlined Application For Recognition Of ... - Whitelightfoundation

This guide provides step-by-step instructions for filling out the Form 1023-EZ Streamlined Application for Recognition of Exemption under Section 501(c)(3) of the Internal Revenue Code. It is designed to assist users, regardless of their legal expertise, in completing the form accurately and efficiently online.

Follow the steps to complete your application successfully.

1. Click ‘Get Form’ button to access the application form and open it in the online editor.
2. In Part I, provide your organization's full name, mailing address, and Employer Identification Number (EIN). Ensure the details are accurate to avoid processing delays.
3. Identify a contact person in case additional information is needed. Include their name, telephone number, and any optional fax number.
4. Complete the section on your officers, directors, and/or trustees. List their names, titles, and mailing addresses as per the instructions, making sure to adhere to the limit of five entries unless otherwise specified.
5. In Part II, select your organization's structure: corporation, unincorporated association, or trust. Confirm you have an appropriate organizing document that meets the legal requirements outlined.
6. Provide information on your specific activities in Part III. Enter the 3-character NTEE code that best describes your organization's activities and check all applicable purpose boxes.
7. Address the series of questions regarding your operational compliance with section 501(c)(3) requirements, ensuring you check the appropriate boxes as applicable.
8. In Part IV, classify your organization as either a private foundation or public charity by checking the appropriate boxes based on your funding sources.
9. If reinstating exemption after automatic revocation, complete Part V by checking the relevant box based on your situation.
10. Finally, in Part VI, provide the signature of the authorized person, including their printed name, title, and date of signature. Ensure all information is correct and complete before submission.
11. After completing the form, users can save changes, download, print, or share the completed application in accordance with their organizational processes.

Complete your Form 1023-EZ online today to ensure your organization achieves the necessary tax-exempt status.