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1023-2026

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  1. Click 'Get Form' to open the 1023 application in the editor.
  2. Begin by filling out Part I, which includes your organization's name and Employer Identification Number (EIN). Ensure that all details match your organizing documents.
  3. Proceed to Part II, where you will confirm your organizational structure. Attach necessary documents like articles of incorporation if applicable.
  4. In Part III, provide required provisions in your organizing document. Clearly state your exempt purposes and ensure they are easily understood.
  5. For Part IV, describe your past, present, and planned activities in detail. Use attachments for supporting materials like brochures or newsletters.
  6. Complete Parts V through XI by providing financial data and confirming user fee payment. Remember to attach any additional schedules that apply to your organization.

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