Updates/Revisions

The last revision of Prepare Your Own 501(c)(3) application is dated 2020.  Since then, there have been no significant changes to the 501(c)(3) application forms.

The IRS is still using the electronic long-form 1023 dated January, 2020, and the instructions dated January 2020.

The 1023-EZ, initially released in 2014, was revised in April, 2021.  An additional box was added to Part I, Questions 1 to allow applicants to add an "in care of" name to their address.  The instructions were not updated at the time, but new instructions were issued in January of 2023.  Minor changes in the instructions included removal of the address to use to contact the IRS if your late Form 1023-EZ meets one of the exceptions to the "27 month rule," and addition of a link to IRS Publication 4221-PF.  Significantly, the instructions for Part IV of Form 1023-EZ (which in my opinion are incorrect and have led tens of thousands of 1023-EZ applicants to end up wrongly classified as private foundations) have remained unchanged. 

Form 8940, Request for Miscellaneous Changes, was radically changed in mid-2023.  Originally a one-page paper form, Form 8940 is now 46 pages long and can only be filed electronically.

I am currently (winter, 2023) working on a revision to Prepare Your Own.​

Notification
The current revision of Prepare Your Own 501(c)(3) Application is dated 2020.  If you would like to be notified when Prepare Your Own 501(c)(3) Application is revised in the future, please email me at easandc3book@gmail.com and let me know.

Update Policy
If you purchased Prepare Your Own 501(c)(3) Application at full price, you may be entitled to a free copy of the ebook when a new revision is issued as follows:

Original purchase date within 90 days: 
New book is free; email me at easandc3book@gmail.com and tell me the name and/or email address you used when you purchased the book, and the approximate date.  I will email you the new book.

Updates/Revisions