Must be digitally signed by an authorized officer, director, or trustee.
Mandatory for organizations providing scholarships, educational loans, or grants to individuals. Submission and Fees
For detailed step-by-step requirements, you should review the official IRS Instructions for Form 1023 . Instructions for Form 1023 (Rev. December 2024) - IRS 81023.mp4
Depending on your organization's nature, you may need to attach additional schedules:
A detailed narrative description explaining your organization’s strategy, including who will perform the activities, where, and the timeframe. Must be digitally signed by an authorized officer,
A shorter, online-only version for small organizations with gross receipts of $50,000 or less and assets of $250,000 or less. Required Documentation
Used by larger organizations or those that do not meet the "EZ" criteria. It is a comprehensive, multi-part document. Instructions for Form 1023 (Rev
You must provide your Articles of Incorporation or Bylaws that include specific "dissolution" and "purpose" clauses required by the IRS.