Totals
- Total revenue
- $1,075,507
- Total expenses
- $0
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $1,075,507
- Other revenue
- $0
- Total assets, end of year
- $5,794,980
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $5,794,980
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $0
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $1,075,507 · excluded $1,075,507
-
6c · Rental income or loss
real property $0 · personal property $0
-
7c · Gain or loss
securities $0 · other assets $0
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
11g · Fees: other
total $0 · program services $0 · management and general $0 · fundraising $0
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $7,611,541 · end of year $5,794,980
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $7,611,541 · end of year $5,794,980
Mission and programs · 2024
Mission
5C CORPORATION IS A SUPPORTING ORGANIZATION WHOSE PRIMARY EXEMPT PURPOSE IS TO HOLD CERTAIN INVESTMENT ASSETS OF YALE UNIVERSITY.
Activities or mission (Part I)
TO HOLD CERTAIN INVESTMENT ASSETS OF YALE UNIVERSITY.
-
NONE
As filed on the 2024 return.
Listed in Part VII
-
Amelia Chivetta
VP, Treasurer & Director
- Total calculated
- $4,584,829
- From this org
- $0
- From related orgs
- $1,862,086
- Other
- $2,722,743
- Hours/week
- 1 + 51.6 related
Schedule J breakdown matched by us
- Base
- $0 + $719,551 related
- Bonus
- $0 + $1,119,145 related
- Other
- $0 + $23,390 related
- Deferred
- $0 + $2,705,662 related
- Nontaxable benefits
- $0 + $17,081 related
- Filer's total
- $0 + $4,584,829 related
-
Matthew ST Mendelsohn
President & Director
- Total calculated
- $5,384,798
- From this org
- $0
- From related orgs
- $2,736,107
- Other
- $2,648,691
- Hours/week
- 1 + 51.6 related
Schedule J breakdown matched by us
- Base
- $0 + $1,009,585 related
- Bonus
- $0 + $1,703,522 related
- Other
- $0 + $23,000 related
- Deferred
- $0 + $2,605,577 related
- Nontaxable benefits
- $0 + $43,114 related
- Filer's total
- $0 + $5,384,798 related
-
Stephen C Murphy
Secretary & Director
- Total calculated
- $790,478
- From this org
- $0
- From related orgs
- $634,970
- Other
- $155,508
- Hours/week
- 1 + 53.6 related
Schedule J breakdown matched by us
- Base
- $0 + $611,970 related
- Bonus
- $0
- Other
- $0 + $23,000 related
- Deferred
- $0 + $38,910 related
- Nontaxable benefits
- $0 + $116,598 related
- Filer's total
- $0 + $790,478 related
-
John V Ricotta
Vice President (Effective 5/20/25)
- Total calculated
- $4,637,789
- From this org
- $0
- From related orgs
- $1,851,059
- Other
- $2,786,730
- Hours/week
- 1 + 51.6 related
Schedule J breakdown matched by us
- Base
- $0 + $708,914 related
- Bonus
- $0 + $1,119,145 related
- Other
- $0 + $23,000 related
- Deferred
- $0 + $2,743,162 related
- Nontaxable benefits
- $0 + $43,568 related
- Filer's total
- $0 + $4,637,789 related
-
Alexander C Banker
Former VP, Treasurer & Director
- Total calculated
- $4,166,189
- From this org
- $0
- From related orgs
- $4,102,577
- Other
- $63,612
- Hours/week
- 0 + 50.6 related
Schedule J breakdown matched by us
- Base
- $0 + $274,501 related
- Bonus
- $0 + $3,471,799 related
- Other
- $0 + $356,277 related
- Deferred
- $0 + $38,910 related
- Nontaxable benefits
- $0 + $24,702 related
- Filer's total
- $0 + $4,166,189 related
-
Dean J Takahashi
Former VP, Treasurer & Director
- Total calculated
- $1,649,863
- From this org
- $0
- From related orgs
- $1,603,495
- Other
- $46,368
- Hours/week
- 0 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $15,041 related
- Bonus
- $0
- Other
- $0 + $1,588,454 related
- Deferred
- $0 + $14,182 related
- Nontaxable benefits
- $0 + $32,186 related
- Filer's total
- $0 + $1,649,863 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- A LISTED PERSON PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE CALENDAR YEAR 2024 AS DESCRIBED BELOW: YALE UNIVERSITY, A RELATED ORGANIZATION, PREVIOUSLY AWARDED A BONUS TO ONE FORMER OFFICER AND DIRECTOR OF 5C CORPORATION FOR SERVICES AS A YALE UNIVERSITY EMPLOYEE THAT WAS TAXED IN THE YEAR AWARDED AND SUBJECT TO DEFERRED PAYMENT WITH ADJUSTMENTS UPWARD OR DOWNWARD DEPENDING ON PERFORMANCE OF THE YALE UNIVERSITY ENDOWMENT. THE FINAL EARNINGS ASSOCIATED WITH THE PREVIOUSLY AWARDED DEFERRED BONUS WERE PAID IN 2024 AND ARE REFLECTED IN SCHEDULE J, PART II, COLUMN (B)(III).
- Schedule J, Part I LINES 1-3
- BECAUSE THE OFFICERS AND DIRECTORS DO NOT RECEIVE ANY COMPENSATION FROM 5C CORPORATION, LINES 1-3 WERE LEFT BLANK.
- Schedule J, Part II, Column (F) COMPENSATION REPORTED IN PRIOR YEAR FORM 990
- THIS AMOUNT IS ALSO INCLUDED IN COLUMN (E), PART II. IT IS, THEREFORE, DOUBLE REPORTED IN PART II AND DOES NOT REPRESENT ADDITIONAL COMPENSATION.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(c)(3) · Investment · DC
Directly controlled by Yale University
-
Alumni Fund Association of Yale University
501(c)(3) · Encourages and solicits contributions to or for Yale University · CT
Directly controlled by Yale University
-
501(c)(2) · Inactive · CT
Directly controlled by Yale University
-
Charles A Coffin Memorial Fund
501(c)(3) · Supports higher education · CT
Directly controlled by Yale University
-
501(c)(3) · Supports higher education · CO
Directly controlled by Yale University
-
501(c)(3) · Supports higher education · NC
Directly controlled by Yale University
-
501(c)(3) · Supports higher education · DE
Directly controlled by Yale University
-
501(c)(2) · Investment · CT
Directly controlled by Yale University
-
501(c)(2) · investment · CT
Directly controlled by Yale University
-
501(c)(3) · Supports Higher Education · CT
Directly controlled by Yale University
-
Preston J Dunn TR UW FBO Yale University
501(c)(3) · Supports higher education · CT
Directly controlled by Yale University
-
Preston J Dunn Tr UW FBO Yale University 1928 Alumni Fund
501(c)(3) · Supports higher education · CT
Directly controlled by Yale University
-
501(c)(2) · Investment · CT
Directly controlled by Yale University
-
501(c)(3) · Supports artistic programs · CT
Directly controlled by Yale University
-
The Board of Trustees of the Sheffield Scientific School
501(c)(3) · Promotes the study of the physical, natural and mathematical sciences · CT
Directly controlled by Yale University
-
The Center for Inclusive Growth Inc
501(c)(3) · Foster community vitality and economic growth · CT
Directly controlled by Yale University
-
THE CHIEF EXEC LEADERSHIP INST OF THE YALE SCHOOL OF MGMT INC
501(c)(3) · Provides research and peer-driven edu. programs to businesses · DE
Directly controlled by Yale University
-
The Paul Mellon Centre for Studies in British Art
501(c)(3) · Promotes and supports study of British art and architecture
Directly controlled by Yale University
-
Yale Medical Foundation Inc
501(c)(3) · To provide outpatient medical care, to conduct research and support educational activities. · CT
Directly controlled by Yale University
-
Yale Scholarship Fund of Pittsburgh
501(c)(3) · Funds scholarships · PA
Directly controlled by Yale University
-
501(c)(3) · Education, Research, Community Service · CT
Directly controlled by NA
-
Yale University Elizabethan Club Corp
501(c)(3) · Promotes appreciation of literature among membership and community · CT
Directly controlled by Yale University
-
Yale University Press London
501(c)(3) · Publishes serious works
Directly controlled by Yale University
-
Yale University Retiree Health Benefits Coverage Trust
501(c)(3) · 501(a) Trust that Supports Yale University · CT
Directly controlled by Yale University
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
FIFTH CENTURY LP
Excluded · Investment · NV · 0.2% owned · share of income $628,547 · share of assets $5,082,275 · general or managing partner
Directly controlled by Yale University
-
BBF I HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income $72,568 · share of assets $3,460,225 · general or managing partner
Directly controlled by Fifth Century LP
-
POE LP
Excluded · Investment · NV · 0.16% owned · share of income $1,278 · share of assets $1,864,132
Directly controlled by Fifth Century LP
-
CYR HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income $35,416 · share of assets $1,500,053 · general or managing partner
Directly controlled by Fifth Century LP
-
LAUREL 2008 LP
Excluded · Investment · NV · 0.4% owned · share of income $525,181 · share of assets $483,348 · general or managing partner
Directly controlled by Fifth Century LP
-
JPF V HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income $6 · share of assets $257,559 · general or managing partner
Directly controlled by Fifth Century LP
-
EASTON 2007 LP
Excluded · Investment · NV · 0.4% owned · share of income $100,413 · share of assets $163,120 · general or managing partner
Directly controlled by Fifth Century LP
-
PEPF IV HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income $18 · share of assets $146,865 · general or managing partner
Directly controlled by Fifth Century LP
-
ECP II HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income $181,673 · share of assets $75,286 · general or managing partner
Directly controlled by Fifth Century LP
-
SP 8 HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income $22,523 · share of assets $61,733 · general or managing partner
Directly controlled by Fifth Century LP
-
OSCEOLA LP
Excluded · Investment · NV · 0.16% owned · share of income $1 · share of assets $60,690
Directly controlled by Fifth Century LP
-
NLVF II HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income $8,649 · share of assets $54,494 · general or managing partner
Directly controlled by Fifth Century LP
-
JPS HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income $0 · share of assets $45,926 · general or managing partner
Directly controlled by Fifth Century LP
-
HEVP II HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income $399 · share of assets $39,026 · general or managing partner
Directly controlled by Fifth Century LP
-
IRIS 2009 LP
Excluded · Investment · NV · 0.4% owned · share of income $11,493 · share of assets $27,976 · general or managing partner
Directly controlled by Fifth Century LP
-
RCP HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income $46,914 · share of assets $24,956 · general or managing partner
Directly controlled by Fifth Century LP
-
WOODWAY LP
Excluded · Investment · NV · 0.16% owned · share of income $193 · share of assets $22,354
Directly controlled by Fifth Century LP
-
QUINN LP
Excluded · Investment · NV · 0.16% owned · share of income -$1,178 · share of assets $20,263
Directly controlled by Fifth Century LP
-
FRC II HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income $7,119 · share of assets $17,123 · general or managing partner
Directly controlled by Fifth Century LP
-
FIF IV (CFA) HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income $23 · share of assets $17,022 · general or managing partner
Directly controlled by Fifth Century LP
-
YUMA LP
Excluded · Investment · NV · 0.16% owned · share of income $2 · share of assets $15,754
Directly controlled by Fifth Century LP
-
CALVERT VI LP
Excluded · Investment · NV · 0.16% owned · share of income $235 · share of assets $14,726
Directly controlled by Fifth Century LP
-
AEF 6 US HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income -$3,672 · share of assets $13,104 · general or managing partner
Directly controlled by Fifth Century LP
-
BCVF 2007 HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income $149 · share of assets $11,704 · general or managing partner
Directly controlled by Fifth Century LP
-
HUIDIKOPER LP
Excluded · Investment · NV · 0.16% owned · share of income $3,835 · share of assets $11,400
Directly controlled by Fifth Century LP
-
CALVERT LP
Excluded · Investment · NV · 0.16% owned · share of income $359 · share of assets $7,033
Directly controlled by Fifth Century LP
-
KCF HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income $1,732 · share of assets $6,808 · general or managing partner
Directly controlled by Fifth Century LP
-
Anaconda LP
Excluded · Investment · 0.2% owned · share of income -$2,385 · share of assets $6,175
Directly controlled by Fifth Century LP
-
MEP IV HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income $298 · share of assets $4,564 · general or managing partner
Directly controlled by Fifth Century LP
-
DENT VI LP
Excluded · Investment · NV · 0.16% owned · share of income -$550 · share of assets $4,046
Directly controlled by Fifth Century LP
-
BE III HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income -$5,177 · share of assets $3,390 · general or managing partner
Directly controlled by Fifth Century LP
-
WYNNWOOD VIII LP
Excluded · Investment · NV · 0.16% owned · share of income $3,962 · share of assets $3,072
Directly controlled by Fifth Century LP
-
ALDERBROOK LP
Excluded · Investment · NV · 0.16% owned · share of income -$295 · share of assets $2,544
Directly controlled by Fifth Century LP
-
WILSON LP
Excluded · Investment · NV · 0.16% owned · share of income -$2,253 · share of assets $1,561
Directly controlled by Fifth Century LP
-
AVON LP
Excluded · Investment · NV · 0.16% owned · share of income $14 · share of assets $404
Directly controlled by Fifth Century LP
-
RIDGEFIELD VIII LP
Excluded · Investment · NV · 0.16% owned · share of income $7 · share of assets $310
Directly controlled by Fifth Century LP
-
ORDWAY LP
Excluded · Investment · NV · 0.16% owned · share of income $54 · share of assets $226
Directly controlled by Fifth Century LP
-
EDMUNDS LP
Excluded · Investment · NV · 0.16% owned · share of income -$95 · share of assets $198
Directly controlled by Fifth Century LP
-
BOF HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income -$7,359 · share of assets $0 · general or managing partner
Directly controlled by Fifth Century LP
-
FESSENDEN LP
Excluded · Investment · NV · 0.16% owned · share of income $1,722 · share of assets $0
Directly controlled by Fifth Century LP
-
HEVP HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income -$2,806 · share of assets $0 · general or managing partner
Directly controlled by Fifth Century LP
-
WINDOM LP
Excluded · Investment · NV · 0.16% owned · share of income $1,278 · share of assets $0
Directly controlled by Fifth Century LP
-
TDRC II-A LP
Excluded · Investment · NV · 0.4% owned · share of income -$112,863 · share of assets -$62 · general or managing partner
Directly controlled by Fifth Century LP
-
SEDGWICK LP
Excluded · Investment · NV · 0.16% owned · share of income $17,373 · share of assets -$26,030
Directly controlled by Fifth Century LP
-
OM HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income -$3,414 · share of assets -$28,337 · general or managing partner
Directly controlled by Fifth Century LP
-
RCP II HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income $43,869 · share of assets -$69,065 · general or managing partner
Directly controlled by Fifth Century LP
-
NIFL HOLDINGS LP
Excluded · Investment · NV · 0.4% owned · share of income $224,562 · share of assets -$285,685 · general or managing partner
Directly controlled by Fifth Century LP
-
See Part VII
N/A · N/A · CT
Directly controlled by NA
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CONNECTICUT BOOLA INC
C Corporation · INVESTMENT · CT
Directly controlled by NA
-
See PART VII
CT
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 May 2026
- IRS schema version
- 2024v5.1
- Source object
- 202611339349302106
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.