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
2020
Open to Public Inspection
Name of the organization
MAYO CLINIC
 
Employer identification number

41-6011702
Part I
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
2
Enter the amount of tax incurred by the 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
(1)  
 
MERIT SCHOLARSHIP 30,000 SCHOLARSHIP  
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2020
Schedule L (Form 990 or 990-EZ) 2020
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) BOIS MD JOHN P FAMILY MEMBER OF TRUSTEE BUSKIRK M.D., STEVEN J. 419,285 EMPLOYMENT   No
(2) BOIS MD MELANIE C FAMILY MEMBER OF TRUSTEE BUSKIRK M.D., STEVEN J. 659,022 EMPLOYMENT   No
(3) EMANUEL ELZABETH M FAMILY MEMBER OF OFFICER UHLENKAMP, SUSAN M. 66,162 EMPLOYMENT   No
(4) GOSTOUT MD CHRISTOPHER J FAMILY MEMBER OF TRUSTEE/VP GOSTOUT M.D., BOBBIE S. 26,533 EMPLOYMENT   No
(5) HARPER SARAH B FAMILY MEMBER OF TRUSTEE HARPER JR., M.D., CHARLES M. 102,942 EMPLOYMENT   No
(6) HAYES MD DAVID L FAMILY MEMBER OF FORMER KEY HAYES M.D., SHARONNE N. 175,756 EMPLOYMENT   No
(7) HAYES MD SHARONNE N FAMILY MEMBER OF FORMER KEY HAYES M.D., DAVID L. 658,773 EMPLOYMENT   No
(8) KAPURCH MD CAITLIN J FAMILY MEMBER OF TRUSTEE HARPER JR., M.D., CHARLES M. 36,843 EMPLOYMENT   No
(9) LAMER MD TIM J FAMILY MEMBER OF FORMER KEY GAZELKA M.D., HALENA M. 584,065 EMPLOYMENT   No
(10) LARSON MD MARK V FAMILY MEMBER OF TRUSTEE WILLIAMS M.D., AMY W. 737,291 EMPLOYMENT   No
(11) LUETMER MD MARIANNE T FAMILY MEMBER OF FORMER KEY LUETMER M.D., PATRICK H. 36,838 EMPLOYMENT   No
(12) MEISSNER MD IRENE FAMILY MEMBER OF FORMER KEY MEYER M.D., FREDRIC B. 336,967 EMPLOYMENT   No
(13) MEYER ILANA E FAMILY MEMBER OF FORMER KEY MEYER M.D., FREDRIC B. 69,973 EMPLOYMENT   No
(14) MIDTHUN MD DAVID E FAMILY MEMBER OF TRUSTEE WILLIAMS M.D., AMY W. 588,971 EMPLOYMENT   No
(15) NEAL MD LONZETTA FAMILY MEMBER OF TRUSTEE GREENE M.D., EDDIE L. 204,547 EMPLOYMENT   No
(16) PETERS MARGOT S FAMILY MEMBER OF KEY EMPLOYEE PETERS M.D., STEVE G. 311,043 EMPLOYMENT   No
(17) SAITO LOFTUS MD YURI A FAMILY MEMBER OF KEY EMPLOYEE LOFTUS M.D., CONOR G. 374,521 EMPLOYMENT   No
(18) UHLENKAMP NOAH FAMILY MEMBER OF OFFICER UHLENKAMP, SUSAN M. 37,159 EMPLOYMENT   No
(19) WALD MICHELLE K FAMILY MEMBER OF KEY EMPLOYEE WALD M.D., JOHN T. 61,635 EMPLOYMENT   No
(20) WARNER MD LINDSAY L FAMILY MEMBER OF FORMER KEY WARNER M.D., MARK A. 301,551 EMPLOYMENT   No
(21) WARNER MD MARY E FAMILY MEMBER OF FORMER KEY WARNER M.D., MARK A. 338,398 EMPLOYMENT   No
(22) WARNER MD MATTHEW A FAMILY MEMBER OF FORMER KEY WARNER M.D., MARK A. 540,548 EMPLOYMENT   No
(23) WARNER MD NAFISSEH S FAMILY MEMBER OF FORMER KEY WARNER M.D., MARK A. 522,351 EMPLOYMENT   No
(24) WARNER MD PAUL A FAMILY MEMBER OF FORMER KEY WARNER M.D., MARK A. 545,061 EMPLOYMENT   No
(25) WILLIAMSON MD ERIC E FAMILY MEMBER OF KEY EMPLOYEE WILLIAMSON, MARY J. 808,756 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) 2020


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