Public Charity

CLAREMONT INVESTMENT MANAGEMENT COMPANY

CLAREMONT INVESTMENT MANAGEMENT COMPANY is a nonprofit organization categorized as Public Charity based in CLAREMONT, CA. Its most recent IRS filing (2025) reports revenue of $6.4M, expenses of $6.4M, total assets of $1K.

EIN: 823028605 CLAREMONT, CA Single Organization Support NTEE: L11 Latest filing: 2025
Total Revenue$6.4M
Total Expenses$6.4M
Total Assets$1K
Grant Records0
Filing Years2021–2025

Mission

TO MANAGE AND INVEST THE ENDOWMENT AND OTHER FUNDS OF THE SUPPORTED ORGANIZATIONS.

Where $100 goes at Claremont Investment Management Company

How Claremont Investment Management Company divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.

$100 Programs the work itself
<$1 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $100 for programs

$100
Management of investment endowment and other funds of supported organizations
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

CO-CHAIR Abbott Brown
FORMER VICE PRESIDENT Andrew Dorantes
DIRECTOR David Mgrublian
CFO Erin Watkins
DIRECTOR G Jeffrey Records Jr
DIRECTOR Harry T Mcmahon

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $6.4M $6.4M $1K
2024 $5.8M $5.8M $1K
2023 $5.4M $5.4M $1K
2022 $5.6M $5.6M $1K
2021 $4.5M $4.5M $1K

Between 2021 and 2025, reported annual revenue grew from $4.5M to $6.4M (+42%), with total assets most recently reported at $1K.

Interactive year-over-year charts and full filing details available with membership.

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