---
# System prepended metadata

title: Application for 501C(3) organization

---

# Application for 501C(3) organization 

## Task List

| Task | Description                                       | Link                                                                                                                                                                                                                                                                                                                                                                                          | Notes |
| ---- | ------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----- |
| 1    | Choose a name                                     | [New York State Department of State](https://www.dos.ny.gov/corps/bus_entity_search.html)                                                                                                                                                                                                                                                                                                     |    JTUNY (Chiao Tung (or Jiao Tong) Universities New York Metropolitan Area Alumni Association)   |
| 2    | Create your mission statement                     |                                                                                                                                                                                                                                                                                                                                                                                               |       |
| 3    | Recruit a board of directors                      |                                                                                                                                                                                                                                                                                                                                                                                               |       |
| 4    | Draft your bylaws                                 |   [Draft](https://hackmd.io/@kBojrlIOQrGW8vr9-AIZAQ/SJo4Jyag2)                                                                                                                                                                                                                                                                                                                                                                                            |       |
| 5    | File the Certificate of Incorporation             | [New York State Department of State](https://dos.ny.gov/certificate-incorporation-domestic-business-corporation)                                                                                                                                                                                                                                                                              |       |
| 6    | Obtain an EIN                                     | [IRS EIN Application](https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online)                                                                                                                                                                                                                                                   |       |
| 7    | Register with the New York State Charities Bureau | [New York State Charities Bureau](https://www.charitiesnys.com/charities_new.html)                                                                                                                                                                                                                                                                                                            |       |
| 8    | Apply for tax-exempt status                       | [IRS Form 1023](https://www.irs.gov/forms-pubs/about-form-1023) / [IRS Form 1024](https://www.irs.gov/forms-pubs/about-form-1024) / [Form CT-247](https://www.tax.ny.gov/pdf/current_forms/ct/ct247.pdf)                                                                                                                                                                                      |       |
| 9    | Set up bank accounts                              |                                                                                                                                                                                                                                                                                                                                                                                               |       |
| 10   | Maintain ongoing compliance                       | [Charitable Organization Registration Statement](https://www.charitiesnys.com/pdfs/char410.pdf) / [IRS Form 990](https://www.irs.gov/forms-pubs/about-form-990) / [IRS Form 990-EZ](https://www.irs.gov/forms-pubs/about-form-990-ez) / [IRS Form 990-N](https://www.irs.gov/charities-non-profits/annual-electronic-filing-requirement-for-small-exempt-organizations-form-990-n-e-postcard) |       |


The JTUNY is established to strengthen the University’s worldwide alumni community and its bonds of fellowship; to sustain the connection between such community and the University; to act as a means through which the alumni can contribute their collective knowledge and perspective to the life of the University; and to develop from the ranks of alumni effective and responsive leadership.



## Other Bylaw Links:

https://ctuaaa.org/about-ctuafa/ctuafa-bylaws/

https://www.alumni.columbia.edu/content/columbia-alumni-association-bylaws