Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2017
Open to Public Inspection
Name of the organization
MAYO CLINIC GROUP RETURN
 
Employer identification number

38-3952644
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 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
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

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? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
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
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2017
Schedule L (Form 990 or 990-EZ) 2017
Page 2
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) ANDERSON KATHLEEN A FAMILY MEMBER OF OFFICER GABRIELSON, SHARON R. 131,255 EMPLOYMENT   No
(2) ANIL STACI M FAMILY MEMBER OF DIRECTOR ANIL M.D., GOKHAM 34,779 EMPLOYMENT   No
(3) BODOH MONICA M FAMILY MEMBER OF DIRECTOR GRENISEN M.D., MARGARET M. 93,939 EMPLOYMENT   No
(4) BUNKERS MD KARI S FAMILY MEMBER OF OFFICER BUNKERS M.D., BRIAN E. 393,701 EMPLOYMENT   No
(5) CHONG CATHERINE FAMILY MEMBER OF KEY EMPLOYEE CHONG M.D., BRIAN W. 73,444 EMPLOYMENT   No
(6) COCHRAN MD JOHN W FAMILY MEMBER OF DIRECTOR GRENISEN M.D., MARGARET M. 228,315 EMPLOYMENT   No
(7) COOPER MD JANE H FAMILY MEMBER OF DIRECTOR COOPER M.D., LESLIE T. 131,912 EMPLOYMENT   No
(8) CRAIG MELINDA G FAMILY MEMBER OF KEY EMPLOYEE CRAIG, JASON E. 56,748 EMPLOYMENT   No
(9) DILLON CORISSA C FAMILY MEMBER OF FKE DILLON, KEVIN R. 10,320 EMPLOYMENT   No
(10) FITZGERALD ROBIN L FAMILY MEMBER OF DIRECTOR FITZGERALD M.D., KEVIN 13,827 EMPLOYMENT   No
(11) FLOM MURPHY MELISSA A FAMILY MEMBER OF OFFICER MURPHY, JOSHUA B. 39,711 EMPLOYMENT   No
(12) GABRIELSON DONALD B FAMILY MEMBER OF OFFICER GABRIELSON, SHARON R. 157,681 EMPLOYMENT   No
(13) GADE MARNE J FAMILY MEMBER OF KEY EMPLOYEE GADE, CHRIS W. 143,643 EMPLOYMENT   No
(14) GALINDEZ BRENDA K FAMILY MEMBER OF OFFICER GALINDEZ JR., PETER 88,854 EMPLOYMENT   No
(15) GRUBER LISA J FAMILY MEMBER OF DIRECTOR GRUBER, JOHN 41,033 EMPLOYMENT   No
(16) HANNA CORTNIE J FAMILY MEMBER OF DIRECTOR CLARK, DIANE 110,776 EMPLOYMENT   No
(17) HANSEN KATHERINE A FAMILY MEMBER OF KEY EMPLOYEE MORRISSEY M.D., JOHN E. 168,277 EMPLOYMENT   No
(18) HERRMANN ANNA L FAMILY MEMBER OF DIRECTOR HERRMANN M.D., MARTIN J. 189,986 EMPLOYMENT   No
(19) HOFFMAN WILLIAM E FAMILY MEMBER OF OFFICER HOFFMAN III, HARRY N. 54,391 EMPLOYMENT   No
(20) HORECKI EMILY K FAMILY MEMBER OF FORMER OFFICER HORECKI M.D., RICHARD J. 31,549 EMPLOYMENT   No
(21) JOHNSON THERESE A FAMILY MEMBER OF FKE JOHNSON M.D., C. DANIEL 143,636 EMPLOYMENT   No
(22) JONES SHANNEN R FAMILY MEMBER OF FKE SCHEFFEL, JEFFREY G. 57,288 EMPLOYMENT   No
(23) JUNGCK LORI A FAMILY MEMBER OF DIRECTOR JUNGCK M.D., MARK C. 17,659 EMPLOYMENT   No
(24) KASZANITS CAITLIN M FAMILY MEMBER OF FKE SCHEFFEL, JEFFREY G. 70,778 EMPLOYMENT   No
(25) KLINE AIMEE R FAMILY MEMBER OF OFFICER GABRIELSON, SHARON R. 116,235 EMPLOYMENT   No
(26) KRUSE BEN MY FAMILY MEMBER OF OFFICER/DIRECTOR KRUSE, JOSEPH J. 93,809 EMPLOYMENT   No
(27) KRUSE NICHOLE J FAMILY MEMBER OF OFFICER/DIRECTOR KRUSE, JOSEPH J. 32,725 EMPLOYMENT   No
(28) KUEHN COURTNEY L FAMILY MEMBER OF OFFICER/DIRECTOR KUEHN, JEFF 69,093 EMPLOYMENT   No
(29) LEWIS MD KRISTYN L FAMILY MEMBER OF FKE SCHEFFEL, JEFFREY G. 28,472 EMPLOYMENT   No
(30) LINDAHL ANNE M FAMILY MEMBER OF DIRECTOR LINDAHL, ROGER A. 62,370 EMPLOYMENT   No
(31) LOMBARDI MD BEVERLY FAMILY MEMBER OF FKE LOMBARDI M.D., JOSEPH M. 118,263 EMPLOYMENT   No
(32) MAYER AMY L FAMILY MEMBER OF FORMER OFFICER BROWN, MARIE E. 97,284 EMPLOYMENT   No
(33) MAYER STANLEY D FAMILY MEMBER OF FORMER OFFICER BROWN, MARIE E. 107,979 EMPLOYMENT   No
(34) MENKOSKY KYLE W FAMILY MEMBER OF DIRECTOR/OFFICER MENKOSKY, PAULA E. 47,026 EMPLOYMENT   No
(35) MOLLING HEATHER M FAMILY MEMBER OF DIRECTOR MOLLING D.O., PAUL E. 107,039 EMPLOYMENT   No
(36) MORICE ELIZABETH M FAMILY MEMBER OF DIRECTOR MORICE M.D., WILLIAM G. 19,699 EMPLOYMENT   No
(37) NORDENG MARY C FAMILY MEMBER OF FKE NORDENG, RODNEY L. 19,409 EMPLOYMENT   No
(38) RITZ WITT ELIZABETH A FAMILY MEMBER OF DIRECTOR WITT M.D., THOMAS J. 40,152 EMPLOYMENT   No
(39) ROBARDS MD CHRISTOPHER B FAMILY MEMBER OF DIRECTOR MCLAUGHLIN M.D., SARAH A. 556,421 EMPLOYMENT   No
(40) ROBB STEPHEN M FAMILY MEMBER OF FORMER OFFICER BROWN, MARIE E. 84,554 EMPLOYMENT   No
(41) SCHOENEMAN MICHAEL S FAMILY MEMBER OF DIRECTOR WALLNER M.D., DIANE E. 320,969 EMPLOYMENT   No
(42) SCHRAMM RYAN D FAMILY MEMBER OF FORMER OFFICER CHRISTIAN, GLENN P. 106,529 EMPLOYMENT   No
(43) SHEPPARD ALAN R FAMILY MEMBER OF DIRECTOR JOHNSON M.D., MARGARET M. 53,689 EMPLOYMENT   No
(44) SMITH MARY J FAMILY MEMBER OF FKE SMITH M.D., A. DON 46,023 EMPLOYMENT   No
(45) SMITH SARA N FAMILY MEMBER OF OFFICER MELVIN, KEVIN B. 98,816 EMPLOYMENT   No
(46) SNEIDERS MD ANN E FAMILY MEMBER OF FKE SNEIDERS M.D., ALEX 263,309 EMPLOYMENT   No
(47) SULLIVAN TERRANCE FAMILY MEMBER OF OFFICER SULLIVAN, MAURITA A. 87,421 EMPLOYMENT   No
(48) TANER MD NILUFER FAMILY MEMBER OF DIRECTOR TANER M.D., BURCIN C. 373,034 EMPLOYMENT   No
(49) TRAUB NICOLE A FAMILY MEMBER OF KEY EMPLOYEE TRAUB M.D., STEPHEN J. 97,238 EMPLOYMENT   No
(50) WALLNER MD LINDA M FAMILY MEMBER OF DIRECTOR WALLNER M.D., DIANE E. 185,242 EMPLOYMENT   No
(51) WELLS SUSAN M FAMILY MEMBER OF DIRECTOR TAUER, PAUL 62,556 EMPLOYMENT   No
(52) KWIK TRIP INC
  		ENTITY MORE THAN 35% OWNED BY SCOTT ZIETLOW, M.D. AND FAMILY MEMBERS 706,661 FUEL PURCHASE-ALL TRANSACTIONS ARE CONDUCTED AT AN ARMS LENGTH BASIS   No
(53) JOHNSON PAMELA O FAMILY MEMBER OF DIRECTOR KOCH, MARK B. 471,519 EMPLOYMENT   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2017


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