Public Charity

CLAREMONT INVESTMENT FUND

CLAREMONT INVESTMENT FUND is a nonprofit organization categorized as Public Charity based in CLAREMONT, CA. Its most recent IRS filing (2025) reports revenue of $96.0M, expenses of $4.9M, total assets of $2.2B.

EIN: 823049880 CLAREMONT, CA Support N.E.C. NTEE: B19 Latest filing: 2025
Total Revenue$96.0M
Total Expenses$4.9M
Total Assets$2.2B
Grant Records0
Filing Years2021–2025

Mission

CLAREMONT INVESTMENT FUND (THE "FUND") WAS ORGANIZED TO HOLD AND MANAGE THE ENDOWMENT ASSETS OF CLAREMONT MCKENNA COLLEGE (THE "COLLEGE") AND THOSE MEMBERS OF THE CLAREMONT COLLEGES THAT MAY BE APPROVED BY THE COLLEGE'S BOARD OF DIRECTORS FROM TIME TO TIME. THE FUND'S BROAD OBJECTIVE IS TO PRESERVE AND ENHANCE ITS REAL (INFLATION-ADJUSTED) PURCHASING POWER WHILE PROVIDING A RELATIVELY PREDICTABLE, STABLE, AND CONSTANT (IN REAL TERMS) STREAM OF EARNINGS CONSISTENT WITH THE SPENDING NEEDS OF THE COLLEGE AND PARTICIPATING MEMBERS OF THE CLAREMONT COLLEGES. THE FUND IS AN AFFILIATE OF CLAREMONT MCKENNA COLLEGE.

Officers & Directors

DIRECTOR Abbott Brown
FORMER VICE PRESIDENT Andrew Dorantes
DIRECTOR David G Mgrublian
CFO (THRU 12/24) Erin Watkins
PRESIDENT AND CEO James Floyd
CHAIR John Shewsberry

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $96.0M $4.9M $2.2B
2024 $66.0M $4.4M $2.0B
2023 $62.1M $4.1M $1.8B
2022 $132.3M $4.2M $1.8B
2021 $29.2M $3.4M $1.9B

Between 2021 and 2025, reported annual revenue grew from $29.2M to $96.0M (+229%), with total assets most recently reported at $2.2B.

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

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