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Nonprofiteer
← 5C CORPORATION

Form 990 for tax year 2022

Filed by 5C CORPORATION.

Totals

Total revenue
$537,026
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$537,026
Other revenue
$0
Total assets, end of year
$6,360,913
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,360,913
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 $537,026 · excluded $537,026

  • 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 $8,209,680 · end of year $6,360,913

  • 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 $8,209,680 · end of year $6,360,913

Mission and programs · 2022

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 2022 return.

Listed in Part VII

  • Alexander C Banker

    VP, Treasurer & Director

    Total calculated
    $1,782,885
    From this org
    $0
    From related orgs
    $1,430,489
    Other
    $352,396
    Hours/week
    1 + 51.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $610,757 related
    Bonus
    $0 + $799,232 related
    Other
    $0 + $20,500 related
    Deferred
    $0 + $315,033 related
    Nontaxable benefits
    $0 + $37,363 related
    Filer's total
    $0 + $1,782,885 related

  • Matthew ST Mendelsohn

    President & Director

    Total calculated
    $1,761,729
    From this org
    $0
    From related orgs
    $1,704,888
    Other
    $56,841
    Hours/week
    1 + 51.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $868,529 related
    Bonus
    $0 + $815,859 related
    Other
    $0 + $20,500 related
    Deferred
    $0 + $34,450 related
    Nontaxable benefits
    $0 + $22,391 related
    Filer's total
    $0 + $1,761,729 related

  • Stephen C Murphy

    Secretary & Director

    Total calculated
    $637,094
    From this org
    $0
    From related orgs
    $550,754
    Other
    $86,340
    Hours/week
    1 + 53.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $530,254 related
    Bonus
    $0
    Other
    $0 + $20,500 related
    Deferred
    $0 + $34,450 related
    Nontaxable benefits
    $0 + $51,890 related
    Filer's total
    $0 + $637,094 related

  • Dean J Takahashi

    Former VP, Treasurer & Director

    Total calculated
    $579,152
    From this org
    $0
    From related orgs
    $529,770
    Other
    $49,382
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $172,539 related
    Bonus
    $0
    Other
    $0 + $357,231 related
    Deferred
    $0 + $21,325 related
    Nontaxable benefits
    $0 + $28,057 related
    Filer's total
    $0 + $579,152 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 2022 AS DESCRIBED BELOW: YALE UNIVERSITY, A RELATED ORGANIZATION, PREVIOUSLY AWARDED A BONUS TO ONE FORMER OFFICER 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. THIS FORMER OFFICER CONTINUES TO RECEIVE EARNINGS RELATED TO PREVIOUSLY AWARDED DEFERRED BONUSES. THE EARNINGS ASSOCIATED WITH THE PREVIOUSLY AWARDED DEFERRED BONUS PAID IN 2022 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 GENERAL NOTES
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.

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 $369,179 · share of assets $5,725,940 · general or managing partner

    Directly controlled by Yale University

  • LAUREL 2008 LP

    Excluded · Investment · NV · 0.4% owned · share of income $166,706 · share of assets $2,269,496 · general or managing partner

    Directly controlled by Fifth Century LP

  • POE LP

    Excluded · Investment · NV · 0.16% owned · share of income $30 · share of assets $2,101,280

    Directly controlled by Fifth Century LP

  • CYR HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $64,943 · share of assets $2,035,723 · general or managing partner

    Directly controlled by Fifth Century LP

  • EASTON 2007 LP

    Excluded · Investment · NV · 0.4% owned · share of income $26,875 · share of assets $1,290,555 · general or managing partner

    Directly controlled by Fifth Century LP

  • BBF I HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $104,733 · share of assets $1,023,339 · general or managing partner

    Directly controlled by Fifth Century LP

  • JPF V HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $4 · share of assets $258,244 · general or managing partner

    Directly controlled by Fifth Century LP

  • NIFL HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $12,546 · share of assets $251,779 · general or managing partner

    Directly controlled by Fifth Century LP

  • PEPF IV HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $3 · share of assets $146,924 · general or managing partner

    Directly controlled by Fifth Century LP

  • TDRC II-A LP

    Excluded · Investment · NV · 0.4% owned · share of income $0 · share of assets $112,739 · general or managing partner

    Directly controlled by Fifth Century LP

  • ECP II HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $49,362 · share of assets $100,752 · general or managing partner

    Directly controlled by Fifth Century LP

  • SP 8 HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $38 · share of assets $78,567 · general or managing partner

    Directly controlled by Fifth Century LP

  • JPS HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $8,216 · share of assets $64,913 · 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 $60,856

    Directly controlled by Fifth Century LP

  • NLVF II HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $22,501 · share of assets $56,733 · general or managing partner

    Directly controlled by Fifth Century LP

  • HEVP II HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $81 · share of assets $38,738 · general or managing partner

    Directly controlled by Fifth Century LP

  • IRIS 2009 LP

    Excluded · Investment · NV · 0.4% owned · share of income -$2,921 · share of assets $33,547 · general or managing partner

    Directly controlled by Fifth Century LP

  • SP II HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $0 · share of assets $33,034 · general or managing partner

    Directly controlled by Fifth Century LP

  • QUINN LP

    Excluded · Investment · NV · 0.16% owned · share of income $42 · share of assets $21,882

    Directly controlled by Fifth Century LP

  • FIF IV (CFA) HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $42 · share of assets $20,875 · general or managing partner

    Directly controlled by Fifth Century LP

  • AEF 6 US HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $28 · share of assets $20,472 · general or managing partner

    Directly controlled by Fifth Century LP

  • YUMA LP

    Excluded · Investment · NV · 0.16% owned · share of income $0 · share of assets $15,761

    Directly controlled by Fifth Century LP

  • RIDGEFIELD VIII LP

    Excluded · Investment · NV · 0.16% owned · share of income $6,638 · share of assets $14,513

    Directly controlled by Fifth Century LP

  • CALVERT VI LP

    Excluded · Investment · NV · 0.16% owned · share of income -$407 · share of assets $14,214

    Directly controlled by Fifth Century LP

  • WYNNWOOD VIII LP

    Excluded · Investment · NV · 0.16% owned · share of income $5,539 · share of assets $13,645

    Directly controlled by Fifth Century LP

  • FRC II HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $16 · share of assets $13,554 · general or managing partner

    Directly controlled by Fifth Century LP

  • BOF HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $9 · share of assets $13,322 · general or managing partner

    Directly controlled by Fifth Century LP

  • HUIDIKOPER LP

    Excluded · Investment · NV · 0.16% owned · share of income -$974 · share of assets $12,927

    Directly controlled by Fifth Century LP

  • KCF HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income -$2,621 · share of assets $12,100 · general or managing partner

    Directly controlled by Fifth Century LP

  • BCVF 2007 HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $23 · share of assets $11,711 · general or managing partner

    Directly controlled by Fifth Century LP

  • RCP II HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $86,659 · share of assets $10,023 · general or managing partner

    Directly controlled by Fifth Century LP

  • BE III HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $7,149 · share of assets $8,932 · general or managing partner

    Directly controlled by Fifth Century LP

  • WOODWAY LP

    Excluded · Investment · NV · 0.16% owned · share of income $13 · share of assets $7,899

    Directly controlled by Fifth Century LP

  • Anaconda LP

    Excluded · Investment · CA · 0.2% owned · share of income -$1,199 · share of assets $7,253

    Directly controlled by Fifth Century LP

  • RCP HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $39,644 · share of assets $6,394 · general or managing partner

    Directly controlled by Fifth Century LP

  • MEP IV HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income -$50 · share of assets $5,251 · general or managing partner

    Directly controlled by Fifth Century LP

  • DENT VI LP

    Excluded · Investment · NV · 0.16% owned · share of income $4 · share of assets $5,132

    Directly controlled by Fifth Century LP

  • WILSON LP

    Excluded · Investment · NV · 0.16% owned · share of income $0 · share of assets $4,348

    Directly controlled by Fifth Century LP

  • SEDGWICK LP

    Excluded · Investment · NV · 0.16% owned · share of income $34,698 · share of assets $4,334

    Directly controlled by Fifth Century LP

  • MACOMB VIII LP

    Excluded · Investment · NV · 0.16% owned · share of income $8 · share of assets $4,043

    Directly controlled by Fifth Century LP

  • HEVP HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $35,159 · share of assets $2,292 · general or managing partner

    Directly controlled by Fifth Century LP

  • ALDERBROOK LP

    Excluded · Investment · NV · 0.16% owned · share of income $411 · share of assets $2,130

    Directly controlled by Fifth Century LP

  • FESSENDEN LP

    Excluded · Investment · NV · 0.16% owned · share of income $2,076 · share of assets $2,049

    Directly controlled by Fifth Century LP

  • EDMUNDS LP

    Excluded · Investment · NV · 0.16% owned · share of income $122 · share of assets $1,683

    Directly controlled by Fifth Century LP

  • GOLDSBORO LP

    Excluded · Investment · NV · 0.16% owned · share of income $0 · share of assets $233

    Directly controlled by Fifth Century LP

  • AVON LP

    Excluded · Investment · NV · 0.16% owned · share of income $2 · share of assets $179

    Directly controlled by Fifth Century LP

  • ORDWAY LP

    Excluded · Investment · NV · 0.16% owned · share of income $0 · share of assets $175

    Directly controlled by Fifth Century LP

  • IVA II HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $3,139 · share of assets $0 · general or managing partner

    Directly controlled by Fifth Century LP

  • NEWINGTON LP

    Excluded · Investment · NV · 0.16% owned · share of income $0 · share of assets $0

    Directly controlled by Fifth Century LP

  • WYNNWOOD II LP

    Excluded · Investment · NV · 0.16% owned · share of income $1,809 · share of assets $0

    Directly controlled by Fifth Century LP

  • WYNNWOOD LP

    Excluded · Investment · NV · 0.16% owned · share of income $5,278 · share of assets $0

    Directly controlled by Fifth Century LP

  • CALVERT LP

    Excluded · Investment · NV · 0.16% owned · share of income $575 · share of assets -$4,782

    Directly controlled by Fifth Century LP

  • WINDOM LP

    Excluded · Investment · NV · 0.16% owned · share of income $263 · share of assets -$8,043

    Directly controlled by Fifth Century LP

  • OM HOLDINGS LP

    Excluded · Investment · NV · 0.4% owned · share of income $2,688 · share of assets -$12,872 · 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
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202441359349304859

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