A2Z Filings


1023 Questionnaire for Charitable Organization

We are preparing your 1023 form, in which you ask the IRS to recognize your organization as a 501c3 charity.

In order to fill this form, there is some information we need to pull together. It is easiest for you if you speak to us by calling 561-212-1192 and giving the information. However, there are many people who prefer to answer in writing. Answering in writing actually helps speed up the process.

1) History and Activities:

2) Directors and Special Expenditures:

4) Financial Information:

Since you are seeking recognition as a school, you need to tell us about your plans:

About the school:

If you have been in business already, please supply similar information going back in time. (If you have been in business for a long time, you need to go back in time 5 years, but no more)
Itemize...(For previous years if there are any, or for future years if your corporation is new.)