990 Schedule L — Transactions with Interested Persons

How 990 Schedule L fits into a repeat PDF workflow

990 Schedule L — Transactions with Interested Persons is listed in the Nonprofit catalog. Reports loans, grants, and business dealings with directors, officers, substantial contributors, and disqualified persons. Treat the blank PDF as the controlled starting point: keep the official layout intact, then add reviewed fields and mappings before using it for live records.

• Template setup: open the blank PDF in DullyPDF, run field detection, and review text boxes, checkboxes, radio groups, dates, and signature areas before saving the template.
• Data fill: map the detected fields to CSV, Excel, JSON, or SQL-backed schema headers so the same reviewed PDF can be filled from repeat records.
• Output paths: download the completed PDF, collect respondent answers with Fill By Link, call API Fill, or route the prepared record into a signature workflow.

The catalog keeps 2 pages, file size, category, and source attribution to irs.gov visible before automation starts, which helps teams confirm they are working from the right official blank form before saving a template.