SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2020
Open to Public Inspection
Name of the organization
MAYO CLINIC GROUP RETURN
 
Employer identification number

38-3952644
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)DESTINATION MEDICAL CENTER EDA
50 SOUTH SIXTH STREET SUITE 1500

MINNEAPOLIS,MN554021498
46-4893585
ECONOMIC DEVELOPMENT MN 501(C)(3) 12-I MAYO CLINIC
 
Yes
 
(2)MAYO CLINIC
200 FIRST STREET SW

ROCHESTER,MN55905
41-6011702
PATIENT CARE - CLINIC MN 501(C)(3) 10 N/A
 
No
(3)MAYO CLINIC STIFTUNG
60486 FRANKFURT AM MAIN
FRANKFURT    
GM
FUNDRAISING FOUNDATION GM     MFMER
 
Yes
 
(4)MILES AND SHIRLEY FITERMAN ENDOWMENT FUND FOR DIGESTIVE DISEASES
200 FIRST STREET SW

ROCHESTER,MN55905
41-2020392
SUPPORT RESEARCH, PRACTICE & EDUCATION MN 501(C)(3) 12-I MAYO CLINIC
 
Yes
 
(5)HORMEL FOUNDATION
329 N MAIN ST SUITE 102L

AUSTIN,MN55912
41-0694716
FUNDRAISING FOUNDATION MN 501(C)(3) 12-I N/A
 
No
(6)NAEVE HEALTH CARE FOUNDATION
404 WEST FOUNTAIN ST

ALBERT LEA,MN56007
41-1989509
FUNDRAISING FOUNDATION MN 501(C)(3) 12-III-FI N/A
 
No
(7)THE HIRSH FAMILY FOUNDATION
108 NORTH MAIN STREET

AUSTIN,MN55912
41-1749842
FUNDRAISING FOUNDATION MN 501(C)(3) 12-I N/A
 
No
(8)DREW FOUNDATION
PO BOX 2578

JACKSONVILLE,FL322032578
59-6669745
CHARITABLE TRUST FL 501(C)(3) 12-I N/A
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) FRANKLIN HEATING STATION

200 FIRST STREET SW
ROCHESTER,MN55905
41-0264830
UTILITY MN MAYO CLINIC
 
EXCLUDED -17,028 8,014,731   No     No 15.950 %
(2) LATIGO PETROLEUM LLC

PO BOX 14230
ODESSA,TX79768
36-4767494
OIL & GAS EXPLORATION DE N/A
                 
(3) MAYO CLINIC HEALTHCARE LLP

15 PORTLAND PLACE
LONDON    
UK
HEALTHCARE UK N/A
                 








Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) BWL HOLDINGS INC

1209 ORANGE STREET
WILMINGTON,DE19801
47-2413749
OIL & GAS EXPLORATION DE N/A
C       Yes  
(2) BAIN CAPITAL CREDIT CLO 2017-2 LTD

PO BOX 1093 GT QUEENSGATE HOUSE S
GRAND CAYMAN    
CJ
INVESTMENT ACTIVITIES CJ N/A
C       Yes  
(3) MAYO CLINIC SUPPORT SERVICES TEXAS

200 FIRST STREET SW
ROCHESTER,MN55905
47-1751102
HEALTH SERVICES TX N/A
C       Yes  
(4) MAYO CLINIC UK LTD

3 MORE LONDON RIVERSIDE
LONDON    
UK
INVESTMENT ACTIVITIES UK N/A
C       Yes  
(5) MAYO HOLDING COMPANY

200 FIRST STREET SW
ROCHESTER,MN55905
41-1578020
HOLDING COMPANY MN N/A
C       Yes  
(6) MAYO INSURANCE COMPANY LTD

200 FIRST STREET SW
ROCHESTER,MN55905
SELF INSURANCE POOL CJ N/A
C       Yes  
(7) MCHS-DECORAH CLINIC PHYSICIANS

907 MONTGOMERY STREET
DECORAH,IA52101
41-1711329
PATIENT CARE - CLINIC IA N/A
C       Yes  
(8) RESOUNDANT INC

421 1ST AVE SW SUITE 204W
ROCHESTER,MN55902
46-1661978
MANUFACTURING MEDICAL DEVICE COMPONENT MN MFMER
 
C 3,494,554 4,965,221 60.000 % Yes  
(9) ROCHESTER AIRPORT COMPANY

200 FIRST STREET SW
ROCHESTER,MN55905
41-0506870
AIRPORT MANAGEMENT MN N/A
C       Yes  
(10) SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION

13400 E SHEA BLVD
SCOTTSDALE,AZ85259
86-0870505
COMMERCIAL PROPERTY OWNERS ASSOCIATION AZ MAYO CLINIC ARIZONA
 
C     93.000 % Yes  
(11) THE STABILE BUILDING OWNERS' ASSOCIATION

200 FIRST STREET SW
ROCHESTER,MN55905
20-8994499
COMMERCIAL PROPERTY OWNERS ASSOCIATION MN N/A
C       Yes  
(12) MC ALLIANCE LTD

200 FIRST STREET SW
ROCHESTER,MN55905
98-1527769
HEALTHCARE AND ADMINISTRATIVE SERVICES CJ N/A
C       Yes  
(13) MAYO CLINIC UK 2 LTD

3 MORE LONDON RIVERSIDE
LONDON    
UK
INVESTMENT ACTIVITIES UK N/A
        Yes  
(14) CHARITABLE LEAD TRUST

 
 
CHARITABLE TRUST CA N/A
T       Yes  
(15) PERPETUAL TRUST

 
 
CHARITABLE TRUST LA N/A
T       Yes  
(16) PERPETUAL TRUST (2)

 
 
CHARITABLE TRUST MA N/A
T       Yes  
(17) PERPETUAL TRUST

 
 
CHARITABLE TRUST MO N/A
T       Yes  
(18) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST AZ N/A
T       Yes  
(19) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST CO N/A
T       Yes  
(20) CHARITABLE REMAINDER TRUST (7)

 
 
CHARITABLE TRUST FL N/A
T       Yes  
(21) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST MA N/A
T       Yes  
(22) CHARITABLE REMAINDER TRUST (89)

 
 
CHARITABLE TRUST MN N/A
T       Yes  
(23) CHARITABLE REMAINDER TRUST (4)

 
 
CHARITABLE TRUST NC N/A
T       Yes  
(24) CHARITABLE REMAINDER TRUST (2)

 
 
CHARITABLE TRUST NV N/A
T       Yes  
(25) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST TX N/A
T       Yes  
(26) PERPETUAL TRUST

 
 
CHARITABLE TRUST ND MFMER
 
T 104,400 1,891,182 90.000 % Yes  
(27) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST CO MFMER
 
T   773,716 100.000 % Yes  
(28) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST FL MFMER
 
T   960,834 70.000 % Yes  
(29) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST IL MFMER
 
T   221,623 100.000 % Yes  
(30) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST MI MFMER
 
T   2,360,076 100.000 % Yes  
(31) CHARITABLE REMAINDER TRUST (49)

 
 
CHARITABLE TRUST MN MFMER
 
T       Yes  
(32) CHARITABLE REMAINDER TRUST (6)

 
 
CHARITABLE TRUST MN MCHS--SOUTHWEST MINNESOTA REGION
 
T       Yes  
(33) CHARITABLE REMAINDER TRUST

 
 
CHARITABLE TRUST WI MCHS--NORTHWEST WISCONSIN REGION INC
 
T   4,839 100.000 % Yes  
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) CHARTERHOUSE INC

P 3,233,666 GAAP
(2) CHARTERHOUSE INC

Q 23,054,934 GAAP
(3) FRANKLIN HEATING STATION

P 883,356 GAAP
(4) FRANKLIN HEATING STATION

Q 44,127,601 GAAP
(5) MAYO CLINIC AMBULANCE

M 999,721 GAAP
(6) MAYO CLINIC AMBULANCE

P 1,516,430 GAAP
(7) MAYO CLINIC AMBULANCE

Q 51,905,541 GAAP
(8) MAYO CLINIC AMBULANCE

S 60,676 GAAP
(9) MAYO CLINIC ARIZONA

P 2,287,789 GAAP
(10) MAYO CLINIC ARIZONA

Q 1,580,383,749 GAAP
(11) MAYO CLINIC ARIZONA

R 3,914,134 GAAP
(12) MAYO CLINIC FLORIDA

L 121,814 GAAP
(13) MAYO CLINIC FLORIDA

M 87,830 GAAP
(14) MAYO CLINIC FLORIDA

P 23,531,738 GAAP
(15) MAYO CLINIC FLORIDA

Q 567,998,872 GAAP
(16) MAYO CLINIC FLORIDA

R 1,015,549 GAAP
(17) MAYO CLINIC FLORIDA

S 33,286,732 GAAP
(18) MAYO CLINIC HOSPITAL - ROCHESTER

L 84,778 GAAP
(19) MAYO CLINIC HOSPITAL - ROCHESTER

M 94,314 GAAP
(20) MAYO CLINIC HOSPITAL - ROCHESTER

P 10,013,306 GAAP
(21) MAYO CLINIC HOSPITAL - ROCHESTER

Q 1,421,485,765 GAAP
(22) MAYO CLINIC HOSPITAL - ROCHESTER

R 20,638,916 GAAP
(23) MAYO CLINIC HOSPITAL - ROCHESTER

S 96,664 GAAP
(24) MAYO CLINIC JACKSONVILLE

P 2,963,332 GAAP
(25) MAYO CLINIC JACKSONVILLE

Q 952,278,077 GAAP
(26) MAYO CLINIC JACKSONVILLE

R 2,033,167 GAAP
(27) MAYO CLINIC UK LTD

Q 25,457,621 GAAP
(28) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

P 6,344,620,985 GAAP
(29) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

Q 15,447,486 GAAP
(30) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

R 166,050 GAAP
(31) MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH

S 29,624,913 GAAP
(32) MAYO HOLDING COMPANY

Q 1,544,818 GAAP
(33) MCHS-AUSTIN FOUNDATION

C 241,997 GAAP
(34) MCHS-DECORAH CLINIC PHYSICIANS

Q 9,196,503 GAAP
(35) MCHS-FAIRMONT

L 639,160 GAAP
(36) MCHS-FAIRMONT

P 114,229 GAAP
(37) MCHS-FAIRMONT

Q 56,872,429 GAAP
(38) MCHS-FAIRMONT

S 3,704,786 GAAP
(39) MCHS-FRANCISCAN MEDICAL CENTER INC

P 121,134 GAAP
(40) MCHS-FRANCISCAN MEDICAL CENTER INC

Q 356,446,199 GAAP
(41) MCHS-FRANCISCAN MEDICAL CENTER INC

R 433,671 GAAP
(42) MCHS-LAKE CITY

L 346,565 GAAP
(43) MCHS-LAKE CITY

Q 27,995,860 GAAP
(44) MCHS-LAKE CITY

S 1,357,778 GAAP
(45) MCHS-NORTHWEST WISCONSIN REGION INC

L 64,135 GAAP
(46) MCHS-NORTHWEST WISCONSIN REGION INC

M 1,746,494 GAAP
(47) MCHS-NORTHWEST WISCONSIN REGION INC

P 277,460 GAAP
(48) MCHS-NORTHWEST WISCONSIN REGION INC

Q 688,212,439 GAAP
(49) MCHS-NORTHWEST WISCONSIN REGION INC

R 751,349 GAAP
(50) MCHS-PHARMACY & HOME MEDICAL INC

S 157,343 GAAP
(51) MCHS-SOUTHEAST MINNESOTA REGION

L 5,267,267 GAAP
(52) MCHS-SOUTHEAST MINNESOTA REGION

M 216,035 GAAP
(53) MCHS-SOUTHEAST MINNESOTA REGION

P 3,080,696 GAAP
(54) MCHS-SOUTHEAST MINNESOTA REGION

Q 408,718,355 GAAP
(55) MCHS-SOUTHEAST MINNESOTA REGION

R 2,136,668 GAAP
(56) MCHS-SOUTHEAST MINNESOTA REGION

S 205,677 GAAP
(57) MCHS-SOUTHWEST MINNESOTA REGION

M 2,737,628 GAAP
(58) MCHS-SOUTHWEST MINNESOTA REGION

P 1,979,683 GAAP
(59) MCHS-SOUTHWEST MINNESOTA REGION

Q 427,945,192 GAAP
(60) MCHS-SOUTHWEST MINNESOTA REGION

R 331,392 GAAP
(61) MCHS-SOUTHWEST MINNESOTA REGION

S 179,243 GAAP
(62) MCHS-ST JAMES

L 153,266 GAAP
(63) MCHS-ST JAMES

Q 15,853,636 GAAP
(64) MCHS-ST JAMES

S 1,232,594 GAAP
(65) RESOUNDANT INC

L 555,201 GAAP
Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) 2020

Additional Data


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