What information is requested in Part X of Form 1023?

Part X combines in one place information needed to rule on several related issues:

• Classification of the organization as a private foundation or public charity ; and
• Request for classification as a private operating foundation.

For organizations that are private foundations, Part X secures information needed to verify that organizing documents comply with requirements relating to the private foundation excise taxes.  For organizations requesting public charity status, Part X cross-references required schedules.