Federal Free Printable Form 1023-EZ (June 2014) for 2017 Federal Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code

It appears you don't have a PDF plugin for this browser. Please use the link below to download 2016-federal-form-1023-ez.pdf, and you can print it directly from your computer.

Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code
Form 1023-EZ (June 2014)

You must complete the Form 1023-EZ Eligibility Worksheet in the Instructions for Form 1023-EZ to determine if you are eligible to file this form. Form 1023-EZ is filed electronically only on Pay.gov. Go to www.irs.gov/form1023ez for additional filing information. 1023-EZ (June 2014) Department of the Treasury Internal Revenue Service Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code a Do OMB No. 1545-0056 not enter social security numbers on this form as it may be made public. about Form 1023-EZ and its separate instructions is at www.irs.gov/form1023. a Information Note: If exempt status is approved, this application will be open for public inspection. Pa y.g ov . Form Check this box to attest that you have completed the Form 1023-EZ Eligibility Worksheet in the current instructions, are eligible to apply for exemption using Form 1023-EZ, and have read and understand the requirements to be exempt under section 501(c)(3). Part I Identification of Applicant 1a Full Name of Organization Employer Identification Number 5 Contact Telephone Number 3 Month Tax Year Ends (MM) d State e Zip Code + 4 4 Person to Contact if More Information is Needed on ly o 2 c City n b Address (number, street, and room/suite). If a P.O. box, see instructions. 6 Fax Number (optional) 7 User Fee Submitted 8 List the names, titles, and mailing addresses of your officers, directors, and/or trustees. (If you have more than five, see instructions.) First Name: Last Name: Title: Street Address: City: First Name: Last Name: Street Address: City: First Name: Last Name: Street Address: City: First Name: Last Name: Street Address: City: First Name: Last Name: Street Address: City: Title: ele c tro nic State: Zip Code + 4: Title: State: Zip Code + 4: Title: State: Zip Code + 4: Title: State: Zip Code + 4: file d Zip Code + 4: is 9 a Organization's Website (if available): b Organization's Email (optional): all y State: Organizational Structure Part II Z 1 To file this form, you must be a corporation, an unincorporated association, or a trust. Check the box for the type of organization. Trust Corporation Unincorporated association Check this box to attest that you have the organizing document necessary for the organizational structure indicated above. (See the instructions for an explanation of necessary organizing documents.) 3 Date incorporated if a corporation, or formed if other than a corporation (MMDDYYYY): 23 -E 2 4 State of incorporation or other formation: 5 Section 501(c)(3) requires that your organizing document must limit your purposes to one or more exempt purposes within section 501(c)(3). 10 Check this box to attest that your organizing document contains this limitation. 6 Section 501(c)(3) requires that your organizing document must not expressly empower you to engage, otherwise than as an insubstantial part of your activities, in activities that in themselves are not in furtherance of one or more exempt purposes. rm Check this box to attest that your organizing document does not expressly empower you to engage, otherwise than as an insubstantial part of your activities, in activities that in themselves are not in furtherance of one or more exempt purposes. Fo 7 Section 501(c)(3) requires that your organizing document must provide that upon dissolution, your remaining assets be used exclusively for section 501(c)(3) exempt purposes. Depending on your entity type and the state in which you are formed, this requirement may be satisfied by operation of state law. Check this box to attest that your organizing document contains the dissolution provision required under section 501(c)(3) or that you do not need an express dissolution provision in your organizing document because you rely on the operation of state law in the state in which you are formed for your dissolution provision. For Paperwork Reduction Act Notice, see the instructions. Catalog No. 66267N Form 1023-EZ (6-2014) You must complete the Form 1023-EZ Eligibility Worksheet in the Instructions for Form 1023-EZ to determine if you are eligible to file this form. Form 1023-EZ is filed electronically only on Pay.gov. Go to www.irs.gov/form1023ez for additional filing information. Page 2 Form 1023-EZ (6-2014) Part III Pa y.g ov . Your Specific Activities 1 Enter the appropriate 3-character NTEE Code that best describes your activities (See the instructions): 2 To qualify for exemption as a section 501(c)(3) organization, you must be organized and operated exclusively to further one or more of the following purposes. By checking the box or boxes below, you attest that you are organized and operated exclusively to further the purposes indicated. Check all that apply. Charitable Scientific Religious Literary Educational Testing for public safety To foster national or international amateur sports competition 3 To qualify for exemption as a section 501(c)(3) organization, you must: • Refrain from supporting or opposing candidates in political campaigns in any way. Prevention of cruelty to children or animals . . Yes No 7 Do you or will you conduct activities or provide grants or other assistance to individual(s) or organization(s) outside the United States? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No 8 Do you or will you engage in financial transactions (for example, loans, payments, rents, etc.) with any of your officers, directors, or trustees, or any entities they own or control? . . . . . . . . . . . . . . . . . . . . Yes Yes Yes No No No Yes No tro nic 6 Do you or will you donate funds to or pay expenses for individual(s)? all y on ly o n • Ensure that your net earnings do not inure in whole or in part to the benefit of private shareholders or individuals (that is, board members, officers, key management employees, or other insiders). • Not further non-exempt purposes (such as purposes that benefit private interests) more than insubstantially. • Not be organized or operated for the primary purpose of conducting a trade or business that is not related to your exempt purpose(s). • Not devote more than an insubstantial part of your activities attempting to influence legislation or, if you made a section 501(h) election, not normally make expenditures in excess of expenditure limitations outlined in section 501(h). • Not provide commercial-type insurance as a substantial part of your activities. Check this box to attest that you have not conducted and will not conduct activities that violate these prohibitions and restrictions. Yes No 4 Do you or will you attempt to influence legislation? . . . . . . . . . . . . . . . . . . . . . . (If yes, consider filing Form 5768. See the instructions for more details.) Yes No 5 Do you or will you pay compensation to any of your officers, directors, or trustees? . . . . . . . . . . . . (Refer to the instructions for a definition of compensation.) Part IV ele c 9 Do you or will you have unrelated business gross income of $1,000 or more during a tax year? . 10 Do you or will you operate bingo or other gaming activities? . . . . . . . . . . . 11 Do you or will you provide disaster relief? . . . . . . . . . . . . . . . . Foundation Classification . . . . . . . . . . . . . . . . . . . . . . . . Part IV is designed to classify you as an organization that is either a private foundation or a public charity. Public charity status is a more favorable tax status than private foundation status. d 1 If you qualify for public charity status, check the appropriate box (1a – 1c below) and skip to Part V below. Check this box to attest that you normally receive at least one-third of your support from public sources or you normally receive at least 10 percent of your support from public sources and you have other characteristics of a publicly supported organization. Sections 509(a)(1) and 170(b)(1)(A)(vi). b Check this box to attest that you normally receive more than one-third of your support from a combination of gifts, grants, contributions, membership fees, and gross receipts (from permitted sources) from activities related to your exempt functions and normally receive not more than one-third of your support from investment income and unrelated business taxable income. Section 509(a)(2). c Check this box to attest that you are operated for the benefit of a college or university that is owned or operated by a governmental unit. Sections 509(a)(1) and 170(b)(1)(A)(iv). Z is file a 23 -E 2 If you are not described in items 1a – 1c above, you are a private foundation. As a private foundation, you are required by section 508(e) to have specific provisions in your organizing document, unless you rely on the operation of state law in the state in which you were formed to meet these requirements. These specific provisions require that you operate to avoid liability for private foundation excise taxes under sections 4941-4945. Fo rm 10 Check this box to attest that your organizing document contains the provisions required by section 508(e) or that your organizing document does not need to include the provisions required by section 508(e) because you rely on the operation of state law in your particular state to meet the requirements of section 508(e). (See the instructions for explanation of the section 508(e) requirements.) Form 1023-EZ (6-2014) You must complete the Form 1023-EZ Eligibility Worksheet in the Instructions for Form 1023-EZ to determine if you are eligible to file this form. Form 1023-EZ is filed electronically only on Pay.gov. Go to www.irs.gov/form1023ez for additional filing information. Form 1023-EZ (6-2014) Part V Page 3 Reinstatement After Automatic Revocation Pa y.g ov . Complete this section only if you are applying for reinstatement of exemption after being automatically revoked for failure to file required annual returns or notices for three consecutive years, and you are applying for reinstatement under section 4 or 7 of Revenue Procedure 2014-11. (Check only one box.) 1 Check this box if you are seeking retroactive reinstatement under section 4 of Revenue Procedure 2014-11. By checking this box, you attest that you meet the specified requirements of section 4, that your failure to file was not intentional, and that you have put in place procedures to file required returns or notices in the future. (See the instructions for requirements.) 2 Check this box if you are seeking reinstatement under section 7 of Revenue Procedure 2014-11, effective the date you are filling this application. Part VI n Signature (Type name of signer) (Type title or authority of signer) F (Date) all y (Signature of Officer, Director, Trustee, or other authorized official) Fo rm 10 23 -E Z is file d ele c tro nic F PLEASE SIGN HERE on ly o I declare under the penalties of perjury that I am authorized to sign this application on behalf of the above organization and that I have examined this application, and to the best of my knowledge it is true, correct, and complete. Printed on recycled paper Form 1023-EZ (6-2014)
Extracted from PDF file 2016-federal-form-1023-ez.pdf, last modified June 2014

More about the Federal Form 1023-EZ Corporate Income Tax TY 2016

We last updated the Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code in May 2017, so this is the latest version of Form 1023-EZ, fully updated for tax year 2016. You can download or print current or past-year PDFs of Form 1023-EZ directly from TaxFormFinder. You can print other Federal tax forms here.


eFile your Federal tax return now

eFiling is easier, faster, and safer than filling out paper tax forms. File your Federal and Federal tax returns online with TurboTax in minutes. FREE for simple returns, with discounts available for TaxFormFinder users!

File Now with TurboTax

Other Federal Corporate Income Tax Forms:

TaxFormFinder has an additional 774 Federal income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form 990 or 990-EZ (Sch A) Public Charity Status and Public Support
Form 941 Employer's Quarterly Federal Tax Return
Form 9465 Installment Agreement Request
Form 1125-A Cost of Goods Sold
990 (Schedule O) Supplemental Information to Form 990 or 990-EZ

Download all  tax forms View all 775 Federal Income Tax Forms


Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 1023-EZ from the Internal Revenue Service in May 2017.

Show Sources >

About the Corporate Income Tax

The IRS and most states require corporations to file an income tax return, with the exact filing requirements depending on the type of company.

Sole proprietorships or disregarded entities like LLCs are filed on Schedule C (or the state equivalent) of the owner's personal income tax return, flow-through entities like S Corporations or Partnerships are generally required to file an informational return equivilent to the IRS Form 1120S or Form 1065, and full corporations must file the equivalent of federal Form 1120 (and, unlike flow-through corporations, are often subject to a corporate tax liability).

Additional forms are available for a wide variety of specific entities and transactions including fiduciaries, nonprofits, and companies involved in other specific types of business.

Historical Past-Year Versions of Federal Form 1023-EZ

We have a total of three past-year versions of Form 1023-EZ in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2016 Form 1023-EZ

Form 1023-EZ (June 2014)

Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code 2015 Form 1023-EZ

Form 1023-EZ (June 2014)

Streamlined Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code 2014 Form 1023-EZ

Form 1023-EZ (June 2014)


TaxFormFinder Disclaimer:

While we do our best to keep our list of Federal Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.

** This Document Provided By TaxFormFinder.org **
Source: http://www.taxformfinder.org/federal/form-1023-ez