How To Get Forms and Publications

Contents Page Future Developments . . . . . . . . . . . . 1 Overview of Organizations

Described in Section 501(c) (3) . . . . . . . . . . . . . . . . . . . . . 1 General Instructions . . . . . . . . . . . . . 2 Answers . . . . . . . . . . . . . . . . . . . . 3 Purpose of Form . . . . . . . . . . . . . . . 3 What To File . . . . . . . . . . . . . . . . . . 3 When To File . . . . . . . . . . . . . . . . . 4 Filing Assistance . . . . . . . . . . . . . . . 4 Signature Requirements . . . . . . . . . . 4 Authorized Representative . . . . . . . . 4 Public Inspection . . . . . . . . . . . . . . . 5 Foreign Organizations . . . . . . . . . . . 5 Specific Instructions . . . . . . . . . . . . . 6 Part I. Identification of Applicant . . . . . 6 Part II. Organizational Structure . . . . . 6 Part III. Required Provisions in

Your Organizing Document . . . . . 7 Part IV. Your Activities . . . . . . . . . . . . 8 Part V. Compensation and Other

Financial Arrangements . . . . . . 10 Part VI. Financial Data . . . . . . . . . . 11 Part VII. Foundation

Classification . . . . . . . . . . . . . 14 Part VIII. Effective Date . . . . . . . . . . 15 Part IX. Annual Filing

Requirement . . . . . . . . . . . . . 15 Part X. Signature . . . . . . . . . . . . . . 16 Schedule A. Churches . . . . . . . . . . 16 Schedule B. Schools, Colleges,

and Universities . . . . . . . . . . . 17 Schedule C. Hospitals and

Medical Research Organizations . . . . . . . . . . . . . 18 Schedule D. Section 509(a)(3)

Supporting Organizations . . . . . 20 Schedule E. Effective Date . . . . . . . 22 Schedule F. Low-Income Housing . . . 23 Schedule G. Successors to Other

Organizations . . . . . . . . . . . . . 23 Schedule H. Organizations

Providing Scholarships, Fellowships, Educational Loans, or Other Educational Grants to Individuals and Private Foundations Requesting Advance Approval of Individual Grant Procedures . . . . . . . . . . . . . . 23 Appendix A: Sample Conflict of

Interest Policy . . . . . . . . . . . . . 26 Appendix B: States With Statutory

Provisions Satisfying the Requirements of Internal Revenue Code Section 508(e) . . . . . . . . . . . . . . . . . . 28

Contents Page Appendix C: Glossary of Terms . . . . 30 Appendix D: National Taxonomy of

Exempt Entities (NTEE) Codes . . . . . . . . . . . . . . . . . 38 Index . . . . . . . . . . . . . . . . . . . . . 41

Note. Keep a copy of the completed Form 1023 for your permanent records.