IRS Form 1023 Tax Preparation Guide

IRS Form 1023 Preparation Guide

By Jody Blazek, CPA

Welcome! You have accessed the online companion to Jody Blazek’s IRS Form 1023 Preparation Guide. This site will provide you with PDF files for the 2004 Form 1023 and its components.

These forms are to be used in conjunction with the line-by-line descriptions you’ll find in the book.

Following is a list of the materials that you will find on this site:

• Blank Form 1023
• Form 1023—Hometown Campaign to Clean Up America (filled in example)

In addition to the filled-out forms, we have also provided a number of useful checklists, disclosures, and letters to help you gather the pertinent tax compliance information about your organization.

These include the following:

• Active Project Attachment
• Board Responsibilities Checklist
• Compensation Documentation Procedures
• Disclosures of Non-deductibility
• Financial Planning Checklist
• Internet Disclosure
• Minimal Independent Contractor Agreement
• Minimal Recordkeeping
• Questions To Ask Before Creating a Private Foundation
• State Filing
• Suitability for Tax-Exempt Status