Schedule L
(Form 990)
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
2021
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) 2021
Schedule L (Form 990) 2021
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) EMANUEL ELIZABETH M FAMILY MEMBER OF FORMER OFFICER NORBY, SUSAN M. 77,720 EMPLOYMENT   No
(2) GORMAN ELLEN K FAMILY MEMBER OF TREASURER/ASST TREASURER GORMAN, PAUL A. 15,718 EMPLOYMENT   No
(3) KENDRICK CONNER D FAMILY MEMBER OF PHYSICIAN KENDRICK M.D., MICHAEL L. 44,502 EMPLOYMENT   No
(4) LAMER MD TIM J FAMILY MEMBER OF PHYSICIAN GAZELKA M.D., HALENA M. 585,122 EMPLOYMENT   No
(5) LARSON MD MARK V FAMILY MEMBER OF TRUSTEE WILLIAMS M.D., AMY W. 742,002 EMPLOYMENT   No
(6) LUETMER MD MARIANNE T FAMILY MEMBER OF FORMER KEY EMPLOYEE LUETMER M.D., PATRICK H. 101,237 EMPLOYMENT   No
(7) MEISSNER MD IRENE FAMILY MEMBER OF FORMER KEY EMPLOYEE MEYER M.D., FREDRIC B. 349,781 EMPLOYMENT   No
(8) MIDTHUN MD DAVID E FAMILY MEMBER OF TRUSTEE WILLIAMS M.D., AMY W. 628,346 EMPLOYMENT   No
(9) NEAL MD LONZETTA FAMILY MEMBER OF TRUSTEE GREENE M.D., EDDIE L. 193,624 EMPLOYMENT   No
(10) PETERS MD MARGOT S FAMILY MEMBER OF PHYSICIAN PETERS M.D., STEVE G. 333,687 EMPLOYMENT   No
(11) SAITO LOFTUS MD YURI A FAMILY MEMBER OF FORMER KEY EMPLOYEE LOFTUS M.D., CONOR G. 379,081 EMPLOYMENT   No
(12) UHLENKAMP NOAH B FAMILY MEMBER OF FORMER OFFICER NORBY, SUSAN M. 39,034 EMPLOYMENT   No
(13) WALD MICHELLE K FAMILY MEMBER OF PHYSICIAN WALD M.D., JOHN T. 69,494 EMPLOYMENT   No
(14) WARNER MD LINDSAY L FAMILY MEMBER OF FORMER KEY EMPLOYEE WARNER M.D., MARK A. 396,303 EMPLOYMENT   No
(15) WARNER MD MARY E FAMILY MEMBER OF FORMER KEY EMPLOYEE WARNER M.D., MARK A. 334,325 EMPLOYMENT   No
(16) WARNER MD MATTHEW A FAMILY MEMBER OF FORMER KEY EMPLOYEE WARNER M.D., MARK A. 571,386 EMPLOYMENT   No
(17) WARNER MD NAFISSEH S FAMILY MEMBER OF FORMER KEY EMPLOYEE WARNER M.D., MARK A. 556,950 EMPLOYMENT   No
(18) WARNER MD PAUL A FAMILY MEMBER OF FORMER KEY EMPLOYEE WARNER M.D., MARK A. 575,804 EMPLOYMENT   No
(19) WIEPERT DANIELA A FAMILY MEMBER OF TRUSTEE LUCCHINETTI M.D., CLAUDIA F. 36,991 EMPLOYMENT   No
(20) WILLIAMSON MD ERIC E FAMILY MEMBER OF VICE CHAIR/CAO-MCHS WILLIAMSON, MARY J. 838,029 EMPLOYMENT   No
(21) RELATED TO SUBSTANTIAL CONTRIBUTOR
  		CONTROLLED ENTITY OF SUBSTANTIAL CONTRIBUTOR 132,990 BUSINESS TRANSACTIONS   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990) 2021


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