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Form 1023-2026
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- Click ‘Get Form’ to open it in the editor.
- Begin with Part I, Identification of Applicant. Fill in your organization’s full name, mailing address, and Employer Identification Number (EIN). Ensure accuracy as this information is crucial for IRS correspondence.
- Proceed to Part II, Organizational Structure. Indicate whether your organization is a corporation, trust, or unincorporated association. Attach the organizing document that reflects your structure.
- In Part III, Required Provisions in Your Organizing Document, ensure that your purpose clause aligns with section 501(c)(3) requirements. This clause should limit your purposes to charitable activities.
- For Part IV, Narrative Description of Your Activities, provide detailed descriptions of past and planned activities that further your exempt purposes. Be specific about how these activities will be funded.
- Complete Parts V through XI by providing financial data and other required information. Make sure all responses are consistent and detailed to avoid delays in processing.
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