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State-By-State Initial Compliance - Massachusetts

Initial Filings for Massachusetts Nonprofit Organizations

For a general discussion on starting a nonprofit organization, please refer to our article, Starting a Nonprofit Organization.

  1. To Incorporate in Massachusetts

    Submit Articles of Organization to:

    Secretary of State
    Corporations Division
    Commonwealth of Massachusetts
    One Ashburton Place, 17th Floor
    Boston, MA 02108
    Information: (617) 727-2850
    Forms: (617) 727-9440
    Web Site: www.sec.state.ma.us/cor/coridx.htm
    Filing Fee: $35
  2. To Obtain 501(c)(3) Tax-Exempt Status

    Submit Form 1023, Application for Recognition of Exemption to:

    Note new address:
    Internal Revenue Service
    P.O. Box 12192
    Covington, KY 41012-0192
    Information: (800) 829-1040
    Forms: (800) 829-3676
    Web Site: www.irs.gov/charities
    Filing Fee: $750 ($300 if revenues less than $10,000/year)
    Note: User fees will increase for all applications for exemption (Forms 1023, 1024, and 1028) postmarked after January 3, 2010:
    $ 400 for organizations whose gross receipts are $10,000 or less annually over a 4-year period
    $ 850 for organizations whose gross receipts exceed $10,000 annually over a 4-year period
    $ 3,000 for group exemption letters.
    For more information on filing fees and for information on the IRS' new web initiative "Cyber Assistant", see the IRS website.
  3. To Obtain Massachusetts Income Tax and Sales Tax Exemptions

    Submit Massachusetts Department of Revenue Form TA-1 and 501(c)(3) Determination Letter from the IRS to:

    Nonprofit Unit
    Department of Revenue
    Data Integration Bureau
    P.O. Box 7022
    Boston, MA 02204
    Info. & Forms: (617) 887-6960
    Web Site: www.dor.state.ma.us
    Filing Fee: $0
  4. To Register with the Massachusetts Attorney General

    Submit Articles of Organization, Bylaws, IRS Determination Letter and a list of the current officers/directors to:

    Division of Public Charities
    Office of the Attorney General
    Commonwealth of Massachusetts
    One Ashburton Place, Room 1413
    Boston, MA 02108
    Info. & Forms: (617) 727-2200
    Web Site: www.mass.gov/ago
    Filing Fee: $50
    Notes: All charities, as defined by the Massachusetts Attorney General (read their definition of a charity), are required to register.

    Depending upon how long the organization has been in existence, it may be required to file Form PC with its initial registration. Please refer to the Attorney General's website for more information on initial registration.

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