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APPLICATION INSTRUCTIONS Rev 9 Oct. 12 AND SCHOLARSHIP APPLICATION Formerly out the application form included at the bottom of these instructions. The form can be downloaded from our website www.ceefoundation.org,
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How to fill out instructions for form 1023

01
To fill out form 1023, follow these steps:
02
Provide basic information about your organization, such as its name, address, and employer identification number (EIN).
03
Indicate the type of organization you are (e.g., public charity, private foundation) and provide details about your purpose and activities.
04
Include information about your assets, income, and expenses, along with any financial transactions with disqualified persons.
05
Explain how you are operated and governed, including details about your officers, directors, and key employees.
06
Fill out Part VI to determine your public support test.
07
Complete Part VII to determine your private foundation status, if applicable.
08
Attach any necessary schedules and supporting documents.
09
Review the completed form to ensure accuracy and completeness before submitting it to the IRS.
10
Sign and date the form, and submit it along with any required fee.

Who needs instructions for form 1023?

01
Nonprofit organizations that seek recognition of their tax-exempt status under section 501(c)(3) of the Internal Revenue Code need instructions for form 1023.

What is Instructions for 1023 (Rev. January 2020) Form?

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Instructions for Form 1023 provide guidance on how to apply for tax-exempt status under section 501(c)(3) of the Internal Revenue Code.
Organizations seeking recognition as a tax-exempt entity under 501(c)(3) must file Form 1023 and its instructions.
To fill out instructions for Form 1023, follow the step-by-step guidance provided in the instructions, including gathering required documents, answering specific questions about the organization's structure and activities, and completing the form accurately.
The purpose of the instructions for Form 1023 is to ensure applicants understand the process for applying for tax-exempt status and comply with IRS requirements.
Information that must be reported includes the organization's mission, governance structure, financial data, activities, and compliance with public support tests.
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