Form 1023-2025

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4.8 out of 5

234 votes

The document is Form 1023, an application for recognition of exemption under Section 501(c)(3) of the Internal Revenue Code. It is used by organizations seeking tax-exempt status as charitable entities. The form requires detailed information about the organization, including its structure, activities, financial data, and compliance with IRS regulations. It includes sections for identifying the applicant, describing organizational structure and activities, providing financial data, and classifying the organization as a public charity or private foundation.

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Click 'Get Form' to open IRS Form 1023 (Rev. January 2020) 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 your application.
Proceed to Part II, Organizational Structure. Select your organization type (e.g., corporation or LLC) and upload necessary documents like articles of incorporation or operating agreements as required.
In Part III, Required Provisions in Your Organizing Document, confirm that your organizing document meets the requirements under section 501(c)(3). Provide specific references to relevant sections.
Continue to Part IV, Your Activities. Describe past and planned activities in detail, addressing how they further your exempt purposes. Include funding sources and percentages of total expenses allocated.
Complete Parts V through VII regarding compensation arrangements and foundation classification. Be thorough in documenting any financial relationships or transactions.
Finally, review all sections for completeness before submitting. You can print, download, and share the completed form directly from our platform.

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Versions	Form popularity	Fillable & printable
2020	4.8 Satisfied (234 Votes)
2017	4.4 Satisfied (68 Votes)
2013	4.2 Satisfied (63 Votes)
2006	4 Satisfied (33 Votes)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How long does it take for Form 1023 to be approved?

If you file Form 1023, the average IRS processing time is 6 months. Processing times of 9 or 12 months are not unheard of.

How much does it cost to file a 1023 with the IRS?

The user fee for Form 1023 is $600. The user fee for Form 1023-EZ is $275. The user fees must be paid through Pay.gov when the application is filed.

What is the difference between a 501c3 and a 1023?

A 501(c)(3) and 1023 are not the same things, but rather complementary of one another. Section 501(c)(3) is part of the Internal Revenue Code that describes how to become tax-exempt status and Form 1023 must be filed in order to achieve that status.

What is a 1023 form used for?

Form 1023 is an application an organization uses for the IRS to issue a determination letter or ruling letter that recognizes an organizations exemption from federal income tax.

What happens if I use Form 1023-EZ and bring in more than $50,000?

In either case, your organization will be on the IRS radar, and it could lose its exempt status entirely. Remember too, you are signing the application under penalty of perjury. If you have any expectation of more than $50,000 in revenue, you would be far wiser to file the full Form 1023 now.

fillable form 1023

Form 1023 pdf Form 1023 instructions Form 1023-EZ Form 1023 PDF 2023 Form 1023-EZ PDF Irs form 1023 IRS 501c3 application Form 1023 printable pay.gov form 1023