Net Worth Summary

Comprehensive view of family assets and liabilities across all entities.

As of December 2, 2025
Combined Net Worth
$291,837,970
AV Stock (90%)
$261,994,070
Non-AV Net Worth
$29,843,900
Mike & Becky Total
$95,879,514
Trusts Total
$195,958,456
Total Debt
-$9,621,600

📊 Net Worth by Entity

EntityAV StockNon-AV AssetsTotal Net Worth
Mike & Becky (Personal)$78,394,914$17,484,600$95,879,514
Trusts & Operating Companies$183,599,156$12,359,300$195,958,456
TOTAL$261,994,070$29,843,900$291,837,970

⚠️ Concentration Risk: AV Stock represents ~90% of total family net worth. See Scenario Outlook for diversification planning.

Mike & Becky Total
$95,879,514
AV Stock (82%)
$78,394,914
Non-AV Net Worth
$17,484,600

🎯 AV Stock

$78,394,914
MC AV Units
2,260,486 units @ $26
$58,772,636
RC AV Units
754,703 units @ $26
$19,622,278

💰 Cash & Banking

$110,000
BOA Becky
$100,000
Home Cash
$10,000

🏦 JP Morgan Accounts

$11,081,600
Collins (0000) - Core Account
Various stocks, cash and near cash
$7,280,000
Collins (0004) - Investments
Municipal Bonds - 5%
$1,994,000
Rebecca Collins (5008)
1/3 BTC, MM, S&P
$719,000
Rebecca Collins CMAP (5006)
Municipal Bonds - 5%
$549,000
Michael Collins Madison Collateral (3004)
Treasuries
$526,000
Collins (1803) - MC Checking
$13,600

📝 Notes Receivable from Trusts

$1,950,000
Note from ZRR to MC
For Rooster Run
$250,000
Note from ZRR-A to MC
For Tribune 1502
$1,700,000

📈 Other Investments

$2,147,000
Coinbase (Crypto)
$1,782,000
Schwab
$360,000
Metamask + Alchemix
$5,000

🏦 Retirement Accounts

$559,000
Mike Collins 401(k)
Fidelity
$110,000
Mike Collins Alto IRA
Self-directed 401(k)
$175,000
Rebecca Collins 401(k)
Fidelity
$274,000

See Retirement Accounts for full details

🏠 Real Estate (Personal)

$4,365,000 equity
Bedford House
FMV $2,500,000 | Mortgage -$935,000
$1,565,000
Manhattan Co-Op
FMV $2,800,000 | No Mortgage
$2,800,000

📊 MC/RC Non-AV Summary

Cash & Banking$110,000
JP Morgan Accounts$11,081,600
Notes Receivable$1,950,000
Other Investments$2,147,000
Retirement Accounts$559,000
Real Estate Equity$4,365,000
Less: Debt (Bedford mortgage)-$935,000
Non-AV Net Worth$17,484,600
Trusts Total
$195,958,456
AV Stock (94%)
$183,599,156
Non-AV Net Worth
$12,359,300

🎯 AV Stock - 2010 Collins Innovation Trust

$130,415,064
2010 GST Exempt (A)
4,246,000 AV units @ $26
$110,396,000
2010 GST Taxable (B)
769,964 AV units @ $26
$20,019,064

🎯 AV Stock - 2019 Chesterfield Trust

$53,184,092
2019 GST Exempt (A)
1,800,108 AV units @ $26
$46,802,808
2019 GST Taxable (B)
245,434 AV units @ $26
$6,381,284

💵 Trust Cash at Concord

$100,000
2010 Trust Exempt Cash at Concord
$50,000
2019 Trust Exempt Cash at Concord
$50,000

🏢 Operating Companies (at JP Morgan)

$2,508,600
ZRR Delta (9007)
Flexible investments
$562,000
2019 Trust Exempt (8003)
Family distributions
$378,000
Honeycomb Asset (4003)
Venture deals
$343,000
ZRR Charlie Asset (5007)
Pacassos
$342,000
ZRR Delta (6008)
Crypto
$273,000
2019 Trust Taxable (7000)
Family distributions
$194,000
Honeycomb Bravo (9005)
Collectibles
$142,000
ZRR-Alpha Asset (5004)
Berkeley, Trib, Enfield, Maspeth
$96,000
Other Trust Accounts
2010 Trusts, Grove Street Art, Apiary, ZRR RE
$178,600

🏦 Operating Checking & AV Bonds

$595,600
2025 AV Bond to ZRR-Charlie
$150,000
2024 AV Bond to ZRR-Delta
$250,000
Apiary (7725)
$83,000
Various Entity Checking
ZRR Charlie, ZRR-Alpha, Honeycomb, Grove Street, ZRR Delta
$112,600

🏦 Kids Retirement (via Trusts)

$850,000
Rachel Collins 401(k)
Apiary | via Honeycomb
$283,333
Zach Collins 401(k)
Apiary | via Grove Street
$283,333
Reese Collins 401(k)
Apiary | via Honeycomb
$283,334

See Retirement Accounts for growth projections

🏠 Trust Real Estate

$6,388,400 equity

Total FMV: $15,075,000 | Total Mortgages: -$8,686,600

Tribune Tower 1502
ZRR-Alpha
$1,500,000
Tribune Tower 620
ZRR-Alpha
$1,100,000
Napa
ZRR-Charlie
$910,000
Breckenridge
ZRR-Charlie
$825,000
Berkeley
ZRR-Alpha
$666,000
Maspeth
ZRR-Alpha
$462,400
Lakehouse (Conant)
ZRR
$375,000
Rooster Run
ZRR | Underwater
-$450,000

📊 Trust Non-AV Summary

Trust Cash at Concord$100,000
Operating Cos at JP Morgan$2,508,600
Operating Checking & AV Bonds$595,600
Kids Retirement$850,000
Real Estate Equity$6,388,400
Trust Crypto (~$9M)$9,000,000
Less: Trust Debt-$8,686,600
Non-AV Net Worth$12,359,300