Instrumentl eFile Render
Object ID: 202213149349300946 - Rendered 2024-05-05
TIN: 38-3952644
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
21
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
,
MN
554021498
46-4893585
ECONOMIC DEVELOPMENT
MN
501(C)(3)
12-I
MAYO CLINIC
Yes
(2)
MAYO CLINIC
200 FIRST STREET SW
ROCHESTER
,
MN
55905
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)
HORMEL FOUNDATION
329 N MAIN ST SUITE 102L
AUSTIN
,
MN
55912
41-0694716
FUNDRAISING FOUNDATION
MN
501(C)(3)
12-I
N/A
No
(5)
NAEVE HEALTH CARE FOUNDATION
404 WEST FOUNTAIN ST
ALBERT LEA
,
MN
56007
41-1989509
FUNDRAISING FOUNDATION
MN
501(C)(3)
12-III-FI
N/A
No
(6)
THE HIRSH FAMILY FOUNDATION
108 NORTH MAIN STREET
AUSTIN
,
MN
55912
41-1749842
FUNDRAISING FOUNDATION
MN
501(C)(3)
12-I
N/A
No
(7)
DREW FOUNDATION
PO BOX 2578
JACKSONVILLE
,
FL
322032578
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) 2021
Schedule R (Form 990) 2021
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
,
MN
55905
41-0264830
UTILITY
MN
MAYO CLINIC
EXCLUDED
22
No
No
15.950 %
(2)
LATIGO PETROLEUM LLC
PO BOX 14230
ODESSA
,
TX
79768
36-4767494
OIL & GAS EXPLORATION
DE
N/A
No
No
(3)
MAYO CLINIC HEALTHCARE LLP
15 PORTLAND PLACE
LONDON
UK
HEALTHCARE
UK
N/A
No
No
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)
MAYO CLINIC SUPPORT SERVICES TEXAS
200 FIRST STREET SW
ROCHESTER
,
MN
55905
47-1751102
HEALTH SERVICES
TX
N/A
C
Yes
(2)
MAYO CLINIC UK LTD
3 MORE LONDON RIVERSIDE
LONDON
UK
INVESTMENT ACTIVITIES
UK
N/A
C
Yes
(3)
MAYO HOLDING COMPANY
200 FIRST STREET SW
ROCHESTER
,
MN
55905
41-1578020
HOLDING COMPANY
MN
N/A
C
Yes
(4)
MAYO INSURANCE COMPANY LTD
200 FIRST STREET SW
ROCHESTER
,
MN
55905
SELF INSURANCE POOL
CJ
N/A
C
Yes
(5)
MCHS-DECORAH CLINIC PHYSICIANS
907 MONTGOMERY STREET
DECORAH
,
IA
52101
41-1711329
PATIENT CARE - CLINIC
IA
N/A
C
Yes
(6)
RESOUNDANT INC
421 1ST AVE SW SUITE 204W
ROCHESTER
,
MN
55902
46-1661978
MANUFACTURING MEDICAL DEVICE COMPONENT
MN
MFMER
C
3,690,626
5,992,825
60.000 %
Yes
(7)
ROCHESTER AIRPORT COMPANY
200 FIRST STREET SW
ROCHESTER
,
MN
55905
41-0506870
AIRPORT MANAGEMENT
MN
N/A
C
Yes
(8)
SUPERBLOCK 3 PROPERTY OWNERS ASSOCIATION
13400 E SHEA BLVD
SCOTTSDALE
,
AZ
85259
86-0870505
COMMERCIAL PROPERTY OWNERS ASSOCIATION
AZ
MAYO CLINIC ARIZONA
C
93.000 %
Yes
(9)
THE STABILE BUILDING OWNERS' ASSOCIATION
200 FIRST STREET SW
ROCHESTER
,
MN
55905
20-8994499
COMMERCIAL PROPERTY OWNERS ASSOCIATION
MN
N/A
C
Yes
(10)
MC ALLIANCE LTD
200 FIRST STREET SW
ROCHESTER
,
MN
55905
98-1527769
HEALTHCARE AND ADMINISTRATIVE SERVICES
CJ
N/A
C
Yes
(11)
MAYO CLINIC UK 2 LTD
3 MORE LONDON RIVERSIDE
LONDON
UK
INVESTMENT ACTIVITIES
UK
N/A
Yes
(12)
CHARITABLE LEAD TRUST
CHARITABLE TRUST
CA
N/A
T
Yes
(13)
PERPETUAL TRUST
CHARITABLE TRUST
LA
N/A
T
Yes
(14)
PERPETUAL TRUST (2)
CHARITABLE TRUST
MA
N/A
T
Yes
(15)
PERPETUAL TRUST
CHARITABLE TRUST
MO
N/A
T
Yes
(16)
CHARITABLE REMAINDER TRUST
CHARITABLE TRUST
AZ
N/A
T
Yes
(17)
CHARITABLE REMAINDER TRUST
CHARITABLE TRUST
CO
N/A
T
Yes
(18)
CHARITABLE REMAINDER TRUST (7)
CHARITABLE TRUST
FL
N/A
T
Yes
(19)
CHARITABLE REMAINDER TRUST
CHARITABLE TRUST
MA
N/A
T
Yes
(20)
CHARITABLE REMAINDER TRUST (93)
CHARITABLE TRUST
MN
N/A
T
Yes
(21)
CHARITABLE REMAINDER TRUST (4)
CHARITABLE TRUST
NC
N/A
T
Yes
(22)
CHARITABLE REMAINDER TRUST (2)
CHARITABLE TRUST
NV
N/A
T
Yes
(23)
CHARITABLE REMAINDER TRUST
CHARITABLE TRUST
TX
N/A
T
Yes
(24)
PERPETUAL TRUST
CHARITABLE TRUST
ND
MFMER
T
104,400
1,738,558
90.000 %
Yes
(25)
CHARITABLE REMAINDER TRUST
CHARITABLE TRUST
CO
MFMER
T
816,679
100.000 %
Yes
(26)
CHARITABLE REMAINDER TRUST
CHARITABLE TRUST
FL
MFMER
T
998,490
70.000 %
Yes
(27)
CHARITABLE REMAINDER TRUST
CHARITABLE TRUST
IL
MFMER
T
221,656
100.000 %
Yes
(28)
CHARITABLE REMAINDER TRUST
CHARITABLE TRUST
MI
MFMER
T
2,467,375
100.000 %
Yes
(29)
CHARITABLE REMAINDER TRUST (45)
CHARITABLE TRUST
MN
MFMER
T
Yes
(30)
CHARITABLE REMAINDER TRUST (6)
CHARITABLE TRUST
MN
MCHS--SOUTHWEST MINNESOTA REGION
T
Yes
(31)
CHARITABLE REMAINDER TRUST
CHARITABLE TRUST
WI
MCHS--NORTHWEST WISCONSIN REGION INC
T
4,417
100.000 %
Yes
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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
No
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
No
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
3,448,832
GAAP
(2)
CHARTERHOUSE INC
Q
24,201,540
GAAP
(3)
MAYO CLINIC AMBULANCE
M
1,172,439
GAAP
(4)
MAYO CLINIC AMBULANCE
P
1,608,665
GAAP
(5)
MAYO CLINIC AMBULANCE
Q
48,478,109
GAAP
(6)
MAYO CLINIC ARIZONA
C
96,678
GAAP
(7)
MAYO CLINIC ARIZONA
P
3,782,754
GAAP
(8)
MAYO CLINIC ARIZONA
Q
1,868,965,854
GAAP
(9)
MAYO CLINIC ARIZONA
R
3,973,171
GAAP
(10)
MAYO CLINIC FLORIDA
C
150,000,000
GAAP
(11)
MAYO CLINIC FLORIDA
P
24,242,454
GAAP
(12)
MAYO CLINIC FLORIDA
Q
656,841,925
GAAP
(13)
MAYO CLINIC FLORIDA
R
3,704,423
GAAP
(14)
MAYO CLINIC FLORIDA
S
39,564,910
GAAP
(15)
MAYO CLINIC HOSPITAL ROCHESTER
P
10,131,536
GAAP
(16)
MAYO CLINIC HOSPITAL ROCHESTER
Q
1,641,572,183
GAAP
(17)
MAYO CLINIC HOSPITAL ROCHESTER
R
21,892,600
GAAP
(18)
MAYO CLINIC HOSPITAL ROCHESTER
S
404,623
GAAP
(19)
MAYO CLINIC JACKSONVILLE
B
154,152
GAAP
(20)
MAYO CLINIC JACKSONVILLE
P
6,045,291
GAAP
(21)
MAYO CLINIC JACKSONVILLE
Q
1,102,273,167
GAAP
(22)
MAYO CLINIC JACKSONVILLE
R
1,878,486
GAAP
(23)
MAYO CLINIC UK LTD
Q
13,414,633
GAAP
(24)
MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
B
96,678
GAAP
(25)
MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
C
180,607
GAAP
(26)
MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
P
7,266,838,396
GAAP
(27)
MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
Q
16,281,815
GAAP
(28)
MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
R
451,578
GAAP
(29)
MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH
S
31,030,690
GAAP
(30)
MAYO HOLDING COMPANY
Q
593,130
GAAP
(31)
MC ALLIANCE LTD
Q
18,850,228
GAAP
(32)
MCHS AUSTIN FOUNDATION
C
100,225
GAAP
(33)
MCHS DECORAH CLINIC PHYSICIANS
Q
9,490,927
GAAP
(34)
MCHS FAIRMONT
L
712,347
GAAP
(35)
MCHS FAIRMONT
P
208,029
GAAP
(36)
MCHS FAIRMONT
Q
61,787,741
GAAP
(37)
MCHS FAIRMONT
S
3,917,220
GAAP
(38)
MCHS FRANCISCAN MEDICAL CENTER INC
P
206,348
GAAP
(39)
MCHS FRANCISCAN MEDICAL CENTER INC
Q
395,303,194
GAAP
(40)
MCHS FRANCISCAN MEDICAL CENTER INC
R
575,836
GAAP
(41)
MCHS LAKE CITY
L
284,948
GAAP
(42)
MCHS LAKE CITY
Q
27,301,401
GAAP
(43)
MCHS LAKE CITY
S
1,596,556
GAAP
(44)
MCHS NORTHWEST WISCONSIN REGION INC
L
242,415
GAAP
(45)
MCHS NORTHWEST WISCONSIN REGION INC
M
2,248,353
GAAP
(46)
MCHS NORTHWEST WISCONSIN REGION INC
P
5,119,935
GAAP
(47)
MCHS NORTHWEST WISCONSIN REGION INC
Q
761,197,737
GAAP
(48)
MCHS NORTHWEST WISCONSIN REGION INC
R
767,894
GAAP
(49)
MCHS SOUTHEAST MINNESOTA REGION
L
6,334,320
GAAP
(50)
MCHS SOUTHEAST MINNESOTA REGION
M
166,232
GAAP
(51)
MCHS SOUTHEAST MINNESOTA REGION
P
5,304,784
GAAP
(52)
MCHS SOUTHEAST MINNESOTA REGION
Q
445,817,260
GAAP
(53)
MCHS SOUTHEAST MINNESOTA REGION
R
2,642,791
GAAP
(54)
MCHS SOUTHEAST MINNESOTA REGION
S
223,449
GAAP
(55)
MCHS SOUTHWEST MINNESOTA REGION
M
3,292,119
GAAP
(56)
MCHS SOUTHWEST MINNESOTA REGION
P
1,894,203
GAAP
(57)
MCHS SOUTHWEST MINNESOTA REGION
Q
477,028,225
GAAP
(58)
MCHS SOUTHWEST MINNESOTA REGION
R
231,379
GAAP
(59)
MCHS ST JAMES
L
206,040
GAAP
(60)
MCHS ST JAMES
Q
17,173,882
GAAP
(61)
MCHS ST JAMES
S
1,389,694
GAAP
(62)
RESOUNDANT INC
L
583,175
GAAP
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 2021
Schedule R (Form 990) 2021
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) 2021
Additional Data
Software ID:
Software Version: