For detailed step-by-step requirements, you should review the official IRS Instructions for Form 1023 . Instructions for Form 1023 (Rev. December 2024) - IRS
Depending on your organization's nature, you may need to attach additional schedules:
Must be digitally signed by an authorized officer, director, or trustee. 81023.mp4
You must provide your Articles of Incorporation or Bylaws that include specific "dissolution" and "purpose" clauses required by the IRS.
A detailed narrative description explaining your organization’s strategy, including who will perform the activities, where, and the timeframe. You must provide your Articles of Incorporation or
Mandatory for organizations providing scholarships, educational loans, or grants to individuals. Submission and Fees
The application must be submitted electronically via Pay.gov . Submission and Fees The application must be submitted
Past, current, and projected financial statements (revenues and expenses) for the next three years.