Get Form 1023

Filling out Form 1023, the application for recognition of tax exemption under section 501(c)(3), is an essential step for organizations seeking tax-exempt status. This guide provides a clear, step-by-step approach to completing the form online, ensuring that users can successfully navigate each section with confidence.

Follow the steps to complete your Form 1023 online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the full name of the organization in the designated field, ensuring it matches the legal name registered with the state.
3. Provide the complete address of the organization, including the street address, city, state, and zip code.
4. Indicate the date of application and the date of incorporation. If the organization is not incorporated, specify the type of organization.
5. Answer questions regarding the organization’s previous federal income tax filings and any related entities that have existed in the past.
6. Describe the specific purpose for which the organization was formed, focusing on the charitable activities it will undertake.
7. Clarify the sources of income for the organization, breaking down all anticipated revenue streams.
8. Outline the current and expected activities of the organization, attaching any necessary supplemental information.
9. Complete the financial sections including details on expenditures and budgetary allocations for the upcoming year.
10. Review all sections for accuracy and completeness before submitting the form online.
11. Finally, save your changes, download a copy of the completed form, print it if necessary, or share it with relevant stakeholders.

Begin your application by filling out Form 1023 online today to secure your organization's tax-exempt status.