Before submitting Form 1023-EZ, recheck the official Eligibility Worksheet, organizing document, activity summary and NTEE code, foundation classification, leadership information, authorized signer, and current electronic-filing requirements.
Official Eligibility Worksheet
Complete every question in the current worksheet. Any Yes answer means the organization must use Form 1023.
Organizing document
Review the necessary document for the organization’s entity type, including its section 501(c)(3) purpose and dissolution treatment.
Activity summary and NTEE code
Review the concrete 250-character activity summary and the three-character NTEE code against the current IRS instructions.
Foundation classification
Review the selected public-charity or private-foundation classification under the current instructions.
Leadership information
Recheck the names, titles, and mailing addresses for the applicable officers, directors, and/or trustees.
Authorized signer
Confirm that an authorized officer, director, or trustee listed in the application will sign electronically with the required title or authority and date.
Electronic-filing prerequisites
Review Pay.gov account access, the current official form, payment method, and the complete application before submission.
Final official-instructions check
Recheck the current IRS instructions and official Pay.gov destination.
Federal eligibility, organizing-document, activity, classification, leadership, signer, and filing requirements verified July 18, 2026; review by August 16, 2026 or sooner if the cited IRS or Pay.gov source changes.