EFTA00811687.pdf

NOAM & VALERIA CHOMSKY CAROL CHOMSKY BALANCE SHEET Account Account Account Account Titled Number Balance Notes ASSETS Bank Accounts Bank of America - checking Noam & Valerie 0000 7342 8637 24,258 as of Nov 28 2017 _ Bank of America - savings Noam & Valeria 0001 7342 6637 370 as of Nov 28 2017 Bank of America - checking T7 ends In 9281 Harbor One Bank- checking Noam & Valeria 3560300184 14,372 as of Nov 20 2017 Cambridge - savings 77 ?? Rua Unibank ?? ?? Total Bank Accounts 39,000 Brokerage Bainco - IRA Noam Chomsky A2A-950307 2,422,197 as of Feb 28 2018 RMD for 2018 211 725 Bainco - rollover IRA from Carol Chomsky Noam Chomsky A2A-950422 416,035 as of Feb 28 2018 RMD for 2018 = 73,752 Bainco - revocable trust UAD 6/15/67 Noam Chomsky A2A-500094 14,520 as of Feb 28 2018 Bainco - Exempt Marital Trust Carol Chomsky 2,899,507 Dec 31 2017 per Bainco (includes 500k note rec) Bainco - Non Exempt Marital Trust Carol Chomsky 148.820 as of Dec 31 2017 per Balm Total Brokerage 5,901,079 Real Estate 984 Memorial Dive Apt 404 Cambridge MA Noam Chomsky 1,108,784 as of Dec 31 2017 per Bainco 9777 N Korte Lane Tuscon AZ 85704 Valeria Chomsky? Gull Haven Lane LLC VVedfleet home? es on ?? TotalReal Estate ,' ,784 Other Assets 500 NRI, LP per K-1 8.885 capital balance as of Dec 31 2017 (cost 10k) 372 RFID CVT (Tego Coverfible Debt) Noma Chomsky IRA 25.000 as of Dec 31 2017 per Bainco 373 RFID CVT II (Tego Covetable Debt) Noam Chomsky IRA 50,000 as of Dec 31 2017 per Bainco Settlement Funds In DKI Escrow 287.500 Total Other Assets 351,385 TOTAL ASSETS 8,300,248 LJABILITIca Mortgage - AZ n Mortgage - Cambridge lender Boston Private 539.000 as of Dec 31 2017 per BSc° Promissory Note - Cambridge to Carol Marital Trust? 516,000 as of Dec 31 2017 per Bainco Credit Cards - Cid ending in 6990 Other?? Income Taxes Payable 11 0.000 based on 500k RMD at 30% Total LW:Wiles 1,205,000 NET WORTH 7,095,248 EFTA00811687  NOAM & VALERIA CHOMSKY INCOME STATEMENT Account Notes Income Sources Bainco - IRA 211,725 2017 Est 672k 2016 710k 2018 RIAD . 211,725 Bainco - rollover IRA from Carol Chomsky 73,752 RMD for 2018 = 73,752 Social Security MIT Pension 32,206 2016 per Nick Nichols CPA email Royalties 133,614 2016 2015 = 132k Noam Business Income Valeria Business Income Other Income Total Income Sources 451,297 Expenses 984 Memorial Drive Cambridge MA Real estate taxes Maintenance - lawn, pool, etc Utilities - Telephone, Heat AC, Internet Misc other home expenses 9777 N Kate Lane Tuscon AZ Real estate taxes Maintenance - lawn, pool. etc Utilities - Telephone. Heat AC, Internet Misc other home expenses Charity Gifts Groceries Income taxes payable - Federal Income taxes payable - State Insurance Medical Miscellaneous Mortgage Interest Office Rent Personal Care & Clothing Pet Expenses Professional Fees - Accounting Professional Fees - Legal Rent - Gull Haven Lane Travel Total Expenses Net Income (loss) EFTA00811688  Noam and Paleis Chon0v 2015 and partial 1016 Experisk and Travunion Summary 2013 34, 504 2014 $5•552/ 15555,9". IN OUT NET IN OUT NET IManr Pen59... 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SU I ra.— 985« ,51 . 14905; untI, Wener ~ani Aaanta y • DeGre:a IK,~ _____ . .---- )3Ø01 Acc995055Abritra Utdt•Gil tobedso K innox v . Sockkeit0808nicts-Milty U.0 —.....(8.380 031 (3$0.00J_____ 13810 To i*/^/€8535115Y Wek. Met .54a) Ø0g_ 23 To Mom Ownsiy Onsrldas l Tme 0198~80) 01.403 IS) warwri TOK ___..W03031— 44993". To AUCTR (15.030 03) unbosn %XXX Wow 03 Wilars• To DCLOR I150, 1038 onbSe 89_1:CC)* 087 unbpn To KMI* 115001C0) 9518»59 ~Nena Ion 15Ø0 0) Ta.« OM» 545 Man) tiefict4 t 100 Watetat(Nam &vaam) 119,32660) IoN1 13010 40 24.921052 180.898ce (1137213) 75 8unåwlµ (11537 27) (3.43.0:0 "e ROM iq A4 Penanat Care 4 ~dag (9,02275) C2.332138 Pet Comea 4134n_ ..._ thiii_m____. Auto 500598 (7.32580) (445535) 855215• 15S 5 *POL M0721191 Ot3 338..- --- mam* 0085w (061$21 (3.55515) Artmoks 5132-12) (90173) &pin & Nome IBaMvaOMI 11.173 Pa 15.17133) 0,5c• ~se 78060 263.2 P•Anoik" Ik lloolu (1.132 38) Ia») Nats ' 021 88,15030058 (890-501 Rasaco, ma mercianeis (019 nu mat v/ineat ns ~er $140) (6.541 79] (3.21250) Law9195 RE /n 1.4 7901 • (184.339 081 (54059442 - (144.319 MI 04.341p :a1254th Tv 2014 1080 6303526.1858 (NO" 5~4) Mat 113010.00) 111034 UA ()litenn & I.516t15) Men 19201403(N~ 3 Van) 3aM W3014 uw (Por & WW5) Mat Tv 2035 1093 OCT 950 PA5Orr mem 5 van) »int 03~ ir anS3Calert ira ta CC (CC &rommem tle . .. 4 Meert 91(801531 X 3015 1051(51•••5 It5 ca (cc 0535-00001OS TY) CatoMbei Ment Ton. 149.30103) (2640:000) tanimoi yekno%5 CrOtni95 Bric of ~a (7573121 TOO. (21.841•131 C25.531121 PP10(12itlala~ tan SI EFTA00811689  Noam & Valeria Chomsky Income Statement Based on 2016 tax return and 2017 estimated tax return 2016 2017 Estimate Notes Gross Income Interest- Cambridge Savings Bank 1,349 unknown Interest- Boston Private Bank & Trust 25 unknown IRA Distributions 710,000 672.000 actual as of 12/6/17 Pension Distributions 32,206 unknown Social Security 35,721 unknown Noam's Business Income 133,614 98,857 per Anthony Amove as of 12/W17 Valerie's Business Income 1,478 unknown Valerie's Royalties 94,625 unknown Total Gross Income 1.009,018 770,857 Expenses 109,422 Only Anthony's commissions as of 12/6/17 Noam's Business Expenses Valerie's Business Expenses eipt 16,203 62,616 unknown Deductible Medal Expenses 2,971 unknown Real Estate Taxes 5,824 unknown Personal Property Taxes 364 unknown Mortgage Interest 16,469 unknown Gifts to Charity 250 unknown Tax Preparation Fees 8,000 unknown State Income Taxes 38,000 55,000 Federal Income Taxes I39,000 325,000 Personal Expenses unknown unknown Personal Gifts unknown unknown Other expenses not on tax return unknown unknown Total Expenses 436,503 442,616 Net Income 572,515 328,241 EFTA00811690