2024-05-07T10:16:28-05:00 2023-12-31 430948710 LATHROP GPM LLP 80 SOUTH 8TH STREET 3100 IDS CENTER MINNEAPOLIS MN 55402 990PF 2023-01-01 863633647 MELVIN R MOOTY & SALLY R MOOTY FOUNDATIO MELV 6516991345 5320 KELSEY TERRACE EDINA MN 55436 PAUL R MOOTY TRUSTEE 6516991345 2024-05-07 1 PAUL MOOTY 999009999 1 JULIE A FROMMELT P01355102 6126323000 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3198544 X 1320 3433 3433 3336 3336 408441 536811 408441 416530 415210 0 0 0 0 0 3264 0 0 3264 1365 0 0 1365 24 0 0 24 4653 0 0 4653 156500 156500 161153 0 0 161153 255377 415210 0 2 -1 -1 25167 199584 199584 1040798 1116761 2998961 1065967 1316344 3198544 5000 0 5000 0 X 1060967 1316344 1060967 1316344 1065967 1316344 1060967 255377 0 1316344 0 1316344 572 SHARES BERKSHIRE HATHAWAY INC CL B D 2023-09-29 199717 14768 184949 184949 600 SHARES BERKSHIRE HATHAWAY INC CL B D 2023-05-22 196962 104529 92433 92433 200 SHARES BERKSHIRE HATHAWAY INC CL B D 2023-11-10 68881 5162 63719 63719 200 SHARES BERKSHIRE HATHAWAY INC CL B D 2023-12-18 71251 3911 67340 67340 408441 5771 0 5771 0 5771 1682 0 0 0 1682 0 4089 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 1 0 0 1 N/A PAUL R MOOTY 6516991345 5320 KELSEY TERRACE EDINA MN 55436 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAUL R MOOTY 5320 KELSEY TERRACE EDINA MN 55436 TRUSTEE 0.25 0 0 0 JEAN MOOTY 5320 KELSEY TERRACE EDINA MN 55436 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 2850847 0 0 2850847 0 0 2850847 42763 2808084 140404 140404 5771 5771 134633 0 134633 0 134633 161153 0 161153 134633 0 0 108484 108484 161153 0 0 0 134633 26520 0 0 135004 0 0 0 0 0 0 0 135004 108484 26520 PAUL R MOOTY JEAN MOOTY X ALZHEIMER'S ASSOCIATION 7900 W 78TH STREET 100 EDINA MN 55439 NONE PUBLIC CHARITY GENERAL OPERATING 10000 ANSLEM HOUSE 720 WASHINGTON AVE SE SUITE 50 MINNEAPOLIS MN 55414 NONE PUBLIC CHARITY GENERAL OPERATING 112500 EDINA CHAMBER OF COMMERCE FOUNDATION 3300 EDINBOROUGH WAY 650 EDINA MN 55435 NONE PUBLIC CHARITY GENERAL OPERATING 9000 EDINA ROTARY FOUNDATION PO BOX 24481 EDINA MN 55424 NONE PUBLIC CHARITY GENERAL OPERATING 12500 LAKE HARRIET YACHT CLUB PO BOX 24164 MINNEAPOLIS MN 55424 NONE PUBLIC CHARITY GENERAL OPERATING 2500 UNIVERSITY OF MINNESOTA FOUNDATION PO BOX 860266 MINNEAPOLIS MN 55486 NONE PUBLIC CHARITY GENERAL OPERATING 10000 156500 0 14 3433 14 3336 18 408441 0 415210 0 415210 0 0 0 0 0 0 0 0 0 0 X X 1 PAUL R MOOTY AND JEAN MOOTY 5320 KELSEY TERRACE EDINA MN 55346 1320 X 1 800 SHARES BERSHIRE HATHAWAY INC. DEL CL B (COST BASIS OF $1,320 USED ON BOOKS) 288476 2023-12-13 LATHROP GPM 3264 0 0 3264 1,020 APPLE INC. 81964 81964 207932 130 MICROSOFT CORP 23863 23863 48885 250 VISA INC. CL A 45836 45836 65088 4,050 BERKSHIRE HATHAWAY INC CL B (BAIRD ACCOUNT) 810100 705571 1444473 2890 BERKSHIRE HATHAWAY INC CL B (MERRILL LYNCH ACCOUNT) 79035 56517 1030747 2,488.856 ARES STRATEGIC 0 67670 67274 2,660.842 BLACKSTONE PRIVATE 0 67670 67133 7,158.12 BLUE OWL CREDIT INCOME 0 67670 67429 ACCOUNT FEES 24 0 0 24 OUTSTANDING CHECKS 5000 0 PAUL R MOOTY AND JEAN MOOTY 5320 KELSEY TERRACE EDINA MN 55436 2022 ESTIMATED EXCISE TAX PAYMENTS 1340 0 0 1340 2022 MN FILING FEE 25 0 0 25