Beta Equities Inc

  • Stamford, CT
  • Tax-exempt since Sept. 1994
  • EIN: 06-1405019

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a Corporations created to hold titles for property owned by another nonprofit.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Oct.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$85,698
Expenses
$5
Net Income
$85,693
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $85,884
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$186
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Greg Hartch (President & Director) $0 $0 $0
Michael M Pastore (Director/Vp/Secretary) $0 $0 $0
Daniel L Furman (Vp & Secretary) $0 $0 $0
Gregory W Fletcher (Vice President) $0 $0 $0
Leslee Spadone (Vice President) $0 $0 $0
Edward Martinez (Vice President & Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on July 15, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,070,644
Expenses
$27
Net Income
$1,070,617
Net Assets
$3,847,048
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $883,570
82.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $187,074
17.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,873,715
Total Liabilities $26,667
Net Assets $3,847,048
Compensation
Key Employees and Officers Compensation Related Other
Donald W Torey (President & Director) $0 $0 $0
Michael M Pastore (Exec Vp/Secretary/Director) $0 $0 $0
Diego Syrowicz (Executive Vice President) $0 $0 $0
Daniel L Furman (Vp & Assistant Secretary) $0 $0 $0
Gregory W Fletcher (Vice President) $0 $0 $0
Jim E Oldham (Vp & Assistant Treasurer) $0 $0 $0
Leslee Spadone (Vp & Assistant Treasurer) $0 $0 $0
Edward Martinez (Vice President) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 8, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$3,188,952
Expenses
$7,683
Net Income
-$3,196,635
Net Assets
$6,610,185
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,849,699
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$6,038,651
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,630,185
Total Liabilities $20,000
Net Assets $6,610,185
Compensation
Key Employees and Officers Compensation Related Other
Donald W Torey (President & Director) $0 $0 $0
Michael M Pastore (Exec Vp/Secretary/Director) $0 $0 $0
Diego Syrowicz (Executive Vice President) $0 $0 $0
Daniel L Furman (Vp & Assistant Secretary) $0 $0 $0
Gregory W Fletcher (Vice President) $0 $0 $0
Jim E Oldham (Vp & Assistant Treasurer) $0 $0 $0
Leslee Spadone (Vp & Assistant Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,939,882
Expenses
$5,849,209
Net Income
$6,090,673
Net Assets
$12,627,037
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $15,564,403
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,624,521
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,392,646
Total Liabilities $765,609
Net Assets $12,627,037
Compensation
Key Employees and Officers Compensation Related Other
Donald W Torey (President & Director) $0 $0 $0
Michael M Pastore (Exec Vp/Secretary/Director) $0 $0 $0
Diego Syrowicz (Executive Vice President) $0 $0 $0
Daniel L Furman (Vp & Assistant Secretary) $0 $0 $0
Gregory W Fletcher (Vice President) $0 $0 $0
Jim E Oldham (Vp & Assistant Treasurer) $0 $0 $0
Leslee Spadone (Vp & Assistant Treasurer) $0 $0 $0
Ryan Hunter (Vp & Assistant Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 13, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,350,275
Expenses
$8,244,784
Net Income
$5,105,491
Net Assets
$429,152,252
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $35,379,540
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$22,029,265
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $454,392,466
Total Liabilities $25,240,214
Net Assets $429,152,252
Compensation
Key Employees and Officers Compensation Related Other
Donald W Torey (President & Director) $0 $0 $0
Michael M Pastore (Exec Vp/Secretary/Director) $0 $0 $0
Diego Syrowicz (Executive Vice President) $0 $0 $0
Daniel L Furman (Vp & Assistant Secretary) $0 $0 $0
Gregory W Fletcher (Vice President) $0 $0 $0
Jim E Oldham (Vp & Assistant Treasurer) $0 $0 $0
Leslee Spadone (Vp & Assistant Treasurer) $0 $0 $0
Ryan Hunter (Vp & Assistant Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$140,646,391
Expenses
$8,666,461
Net Income
$131,979,930
Net Assets
$540,800,415
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $61,979,161
44.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $78,667,230
55.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $552,120,722
Total Liabilities $11,320,307
Net Assets $540,800,415
Compensation
Key Employees and Officers Compensation Related Other
Donald W Torey (President & Director) $0 $0 $0
Michael M Pastore (Exec Vp/Secretary/Director) $0 $0 $0
Tomas Arlia (Executive Vice President) $0 $0 $0
Brad E Berman (Vice President And Treasurer) $0 $0 $0
Daniel L Furman (Vp & Assistant Secretary) $0 $0 $0
Gregory W Fletcher (Vice President) $0 $0 $0
Peter Raccio (Vp & Assistant Treasurer) $0 $0 $0
Leslee Spadone (Vp & Assistant Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 16, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$141,479,726
Expenses
$49,273,697
Net Income
$92,206,029
Net Assets
$766,615,878
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $33,617,488
23.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $107,862,238
76.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $798,635,638
Total Liabilities $32,019,760
Net Assets $766,615,878
Compensation
Key Employees and Officers Compensation Related Other
Donald W Torey (President & Director) $0 $0 $0
Michael M Pastore (Exec Vp/Secretary/Director) $0 $0 $0
Tomas Arlia (Executive Vice President) $0 $0 $0
Brad E Berman (Vice President And Treasurer) $0 $0 $0
Daniel L Furman (Vp & Assistant Secretary) $0 $0 $0
Gregory W Fletcher (Vice President) $0 $0 $0
Peter Raccio (Vp & Assistant Treasurer) $0 $0 $0
Leslee Spadone (Vp & Assistant Treasurer) $0 $0 $0
Jim Oldham (Vice President Thru July 2013) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 28, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$94,552,342
Expenses
$8,102,692
Net Income
$86,449,650
Net Assets
$641,669,591
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $24,354,176
25.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $70,198,166
74.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $671,718,009
Total Liabilities $30,048,418
Net Assets $641,669,591

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$53,974,995
Expenses
$9,522,787
Net Income
$44,452,208
Net Assets
$488,173,338
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $24,948,264
46.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $29,026,731
53.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $495,666,110
Total Liabilities $7,492,772
Net Assets $488,173,338

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$53,920,330
Expenses
$6,273,722
Net Income
$47,646,608
Net Assets
$542,611,128
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $18,453,649
34.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $35,466,681
65.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $551,898,382
Total Liabilities $9,287,254
Net Assets $542,611,128

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated