Federal Transactions with Interested Persons

Transactions with Interested Persons
2023 Schedule L (Form 990)
SCHEDULE L
(Form 990)
Department of the Treasury
Internal Revenue Service

Transactions With Interested Persons

2023

Open to Public
Inspection

Employer identification number

Name of the organization

Part I

OMB No. 1545-0047

Complete if the organization answered “Yes” on Form 990, Part IV, line 25a, 25b, 26, 27,
28a, 28b, or 28c; or Form 990-EZ, Part V, line 38a or 40b.
Attach to Form 990 or Form 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only)
Complete if the organization answered “Yes” on Form 990, Part IV, line 25a or 25b; or Form 990-EZ, Part V, line 40b.

1

(a) Name of disqualified person

(b) Relationship between disqualified person and
organization

(c) Description of transaction

(d) Corrected?

Yes

No

(1)
(2)
(3)
(4)
(5)
(6)
2

Enter the amount of tax incurred by the organization managers or disqualified persons during the year
$
under section 4958
. . . . . . . . . . . . . . . . . . . . . . . . . . . .
$
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization . . . . . . . .

3

Part II

Loans to and/or From Interested Persons
Complete if the organization answered “Yes” on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the
organization reported an amount on Form 990, Part X, line 5, 6, or 22.

(a) Name of interested person

(b) Relationship
with organization

(c) Purpose of
loan

(d) Loan to or
from the
organization?
To

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total

Part III

.

(e) Original
principal amount

(f) Balance due

(g) In default? (h) Approved (i) Written
by board or agreement?
committee?
Yes

From

No

Yes

No

Yes

No

. . . . . . . . . . . . . . . . . . . . . . . . . $
Grants or Assistance Benefiting Interested Persons
Complete if the organization answered “Yes” on Form 990, Part IV, line 27.

(a) Name of interested person

(b) Relationship between interested
person and the organization

(c) Amount of
assistance

(d) Type of assistance

(e) Purpose of assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990) 2023

Page 2

Schedule L (Form 990) 2023

Part IV

Business Transactions Involving Interested Persons
Complete if the organization answered “Yes” on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person

(b) Relationship between
interested person and the
organization

(c) Amount of
transaction

(d) Description of transaction

(e) Sharing of
organization’s
revenues?
Yes

No

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L. See instructions.

Schedule L (Form 990) 2023