Get the free Foundation Form 1023 Attachment - Zonta International District 15 - zonta15

Zonkey Club of Saginaw Foundation Saginaw, MI EI 27-2000492 Form 1023 Attachment 1 Part I 7 Representative Mari McKenzie, CPA Form 2848 attached. Part II 1 Articles of Incorporation Articles of Incorporation

How to fill out foundation form 1023 attachment

How to fill out foundation form 1023 attachment:

1. Begin by carefully reviewing the instructions provided with the form. This will give you a clear understanding of the information you need to provide and the format in which it should be presented.
2. Start by providing your organization's name, address, and Employer Identification Number (EIN) at the top of the attachment. Make sure to double-check this information for accuracy.
3. Moving on, provide a description of the specific activities your organization engages in that qualify it for tax-exempt status. Be detailed and concise in explaining how these activities serve a charitable purpose.
4. Include a breakdown of your organization's sources of financial support, such as donations, grants, and fundraising activities. Specify the percentage of income derived from each source.
5. Provide a detailed budget for your organization's current and future financial needs. This should include projected expenses and revenue sources.
6. If your organization plans to conduct any lobbying or political activities, ensure you include a statement outlining the extent and nature of these activities.
7. In the attachment, include any additional information or explanations that support your organization's eligibility for tax-exempt status.
8. Once you have completed and reviewed the attachment, ensure all necessary signatures are included and dated.
9. It is advisable to retain a copy of the completed form and attachment for your records and for any future reference.

Who needs foundation form 1023 attachment?

1. Organizations applying for tax-exempt status under section 501(c)(3) of the Internal Revenue Code need to submit the foundation form 1023 attachment. This includes charitable, religious, educational, scientific, and other types of organizations that want to be recognized as tax-exempt.
2. Additionally, organizations seeking reinstatement of their tax-exempt status after it has been revoked or organizations converting from a different tax-exempt status may also need to submit the foundation form 1023 attachment.

Please note that the information provided here is intended as a general guide and should not be considered legal or tax advice. It is always recommended to consult with a qualified professional or attorney familiar with the specific requirements and regulations pertaining to your organization's situation.

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What is foundation form 1023 attachment?

Foundation form 1023 attachment is a supplemental form that provides additional information about a tax-exempt organization's activities, finances, and governance structure.

Who is required to file foundation form 1023 attachment?

Tax-exempt organizations seeking to obtain or maintain their tax-exempt status under section 501(c)(3) of the Internal Revenue Code are required to file foundation form 1023 attachment.

How to fill out foundation form 1023 attachment?

Foundation form 1023 attachment should be filled out accurately and completely, providing detailed information about the organization's mission, programs, finances, and governance.

What is the purpose of foundation form 1023 attachment?

The purpose of foundation form 1023 attachment is to help the IRS evaluate the organization's eligibility for tax-exempt status and ensure compliance with relevant regulations.

What information must be reported on foundation form 1023 attachment?

Foundation form 1023 attachment typically requires information about the organization's activities, finances, sources of funding, compensation of key employees, and governance structure.