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
Mandatory for organizations providing scholarships, educational loans, or grants to individuals. Submission and Fees
Required for "successor" organizations to ensure no private benefit was transferred from a predecessor.
Depending on your organization's nature, you may need to attach additional schedules:
For detailed step-by-step requirements, you should review the official IRS Instructions for Form 1023 . Instructions for Form 1023 (Rev. December 2024) - IRS
Payment is required at the time of submission (currently $600 for the full Form 1023 and $275 for Form 1023-EZ).