www.Form1023Help.com
Click here to order ebooks

 

Welcome501(c)(3) Pro & ConFAQ - Frequently Asked QuestionsIRS ProcessingIRS Form 1023, Part IIRS Form 1023, Part IIIRS Form 1023, Part IIIIRS Form 1023, Part IVIRS Form 1023, Part VIRS Form 1023, Part VIIRS Form 1023, Part VIIIRS Form 1023, Part VIIIIRS Form 1023, Part IXIRS Form 1023, Part XIRS Form 1023, Part XI
IRS Form 1023, Part IV

Form 1023, Part IV

Page 2 - Part IV - Narrative Description of Your Activities

1. This is the heart of your application.

2. I like to start with the formula:
[Name of organization] was organized exclusively for religious,
charitable, scientific, literary or educational (choose one or more)
purposes. Specifically, [Name of organization] (and then describe in
one sentence what the organization does).

3. If possible, define the problem your organization hopes to solve,
using statistics if available.

4. Try to cover WHO, WHAT, WHEN, WHERE, HOW, etc.

5. Although Form 1023 asks for a description of planned activities,
it is premature to mention activities if your planning has barely
begun. If you cannot adequately describe an activity, the IRS may
have no choice but to say you cannot engage in that activity. You
will have a chance to let the IRS know about any new activities your
organization has started every year when you file the annual Form
990 or 990-EZ.

6. Sometimes it is useful to sprinkle your narrative with a list of
other attachments that describe the activities in greater detail,
such as a mission statement, list of goals and objectives, grant
applications, and so forth.

7. The instructions for Form 1023 say that any alternate names used
for your organization should be explained in your Part IV Narrative.

Prepare Your Own 501(c)(3) Application has seven pages of hints
for writing a good narrative. The supplements for Environmental
Organizations
and Animal Welfare Organizations have actual samples
for those kinds of groups.

Because I am often asked for a sample "Narrative" for Part IV
of Form 1023, I have posted one (for a peace organization) on
www.501c3Book.com.  The sample narrative is available for you to either view
or download.

About Sandy Deja's book, Prepare Your Own 501(c)(3) Application:

...I bought your 501(c)3 book shortly after incorporating PlayWrite,
Inc. It is a great book - clear and spot-on, anticipating all sorts
of questions. We received our 501(c)3 on the first try. I had also
taken a day-long seminar on 501(c)3 prep, which was good. But when I
had a specific question about dealing with a particular issue, that
organization wasn't much help, while you responded within 24 hours
with a solid answer. Thank you!

Bruce
www.playwriteinc.org

For more about Prepare Your Own 501(c)(3) Application
visit www.501c3Book.com

This page last updated November, 2007.