Instructions 1023 of form-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by completing the Form 1023-EZ Eligibility Worksheet to confirm your eligibility for this streamlined application.
3. In Part I, provide the full name of your organization and its mailing address. Ensure that the Employer Identification Number (EIN) is entered correctly.
4. Proceed to Part II, where you will specify your organizational structure. Indicate whether you are a corporation, unincorporated association, or trust.
5. In Part III, describe your specific activities and mission succinctly. Focus on how these activities align with tax-exempt purposes under section 501(c)(3).
6. Complete Part IV by selecting the appropriate foundation classification based on your funding sources and operational structure.
7. Finally, review all entries for accuracy before electronically signing in Part VI. Ensure that the signature includes the title and date.

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