Selected IRS Forms and Publications

The forms and instructions listed below are stored as Adobe Acrobat PDF files. You will need the free Adobe Acrobat Viewer program before you can view or print them.

The redesigned Form 990 and related forms for 2008 can be found here.

• IRS Forms 1023 & 1024

  Must be filed with the IRS by an organization to obtain recognition of its 501(c) status, which exempts qualifying organizations from federal and local taxes. The 1023 must be used by organizations applying for 501(c)(3) status; the 1024 is used by all others.
  
  Current Form 1023
  Current Form 1024
  
  The September 1998 version of the Form 1023 is available using the link below.

  File: 1023.pdf

• IRS form 990

  Used by charitable organizations to provide the IRS with legally-required financial information.
  
  

  Forms	Instructions
  1992	1992
  1993	1993
  1994	1994
  1995	1995
  1996	1996
  1997	1997
  1998	1998
  1999	1999
  2000	2000
  2001
  2002	2002

• IRS Form 990, Schedule A

  Must be filed by organizations whose gross receipts are normally $25,000 or more.
  
  

  Forms	Instructions
  1992	1992
  1993	1993
  1994	1994
  1995	1995
  1996	1996
  1997	1997
  1998	1998
  1999	1999
  2000	2000
  2002	2002

• IRS form 990-PF

  Must be filed by private foundations.
  
  

  Forms	Instructions
  1992	1992
  1993	1993
  1994	1994
  1995	1995
  1996	1996
  1997	1997
  1998	1998
  1999	1999
  2000	2000
  2002	2002

• IRS Form 990-EZ

  (Short Form Return of Organization Exempt From Income Tax) may be filed instead of Form 990 only if the organization's gross receipts during the year are less than $100,000 and its total assets at the end of the year are less than $250,000.
  
  

  Forms	Instructions
  1992	1992
  1993	1993
  1994	1994
  1995	1995
  1996	1996
  1997	1997
  1998	1998
  1999	1999
  2000	2000
  2002	2002

• IRS Form 990-T

  The unrelated business income tax form.
  
  Used by charitable organizations to provide the IRS with legally-required financial information.
  
  

  Forms	Instructions
  1996	1996
  1997	1997
  1998	1998
  1999	1999
  	2000
  2001
  2002	2002

• IRS Form 4506-A

  Used to request a copy of an exempt organization's return or exemption application. Charges do apply.
  
  Current form

• IRS Form 5768

  Used for organizations reporting lobbying expenditures under section 501(h).
  
  Current form

  File: f5768_04.pdf

• IRS Form 941

  Employer's Quarterly Federal Tax Return
  
  2000 Form

• IRS Form SS-4

  Application for Employer Identification Number (EIN) - This must be completed before completing the Form 1023 or 1024 applications.
  
  Current form
  Instructions

• IRS Publication 557

  "Tax-Exempt Status For Your Organization"

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