Claremont Investment Fund
500 E 9th St, Claremont, CA · IRS data through FY2025
Revenue, expenses and net assets
Revenue Expenses Net assets
| Tax year | Revenue | Expenses | Net assets |
|---|---|---|---|
| FY2025 | $96,041,180 | $4,883,523 | $1,653,195,404 |
| FY2024 | $65,980,198 | $4,435,989 | $1,504,250,728 |
| FY2023 | $62,107,132 | $4,115,795 | $1,359,681,213 |
| FY2022 | $132,286,956 | $4,227,733 | $1,327,893,290 |
| FY2021 | $29,169,442 | $3,401,082 | $1,376,207,612 |
| FY2020 | $30,350,354 | $2,717,053 | $978,255,166 |
| FY2019 | $19,288,976 | $2,411,825 | $903,853,157 |
| FY2018 | $1,000 | $0 | $1,000 |
| FY2017 | $0 | $0 | $0 |
Form 990 filings
The returns filed by Claremont Investment Fund (EIN 82-3049880), including Form 990 PDFs and e-file data by year, are available in ProPublica's Nonprofit Explorer. The figures on this page come from IRS data files built from those returns.
Where the revenue came from
| Source | Amount | % of revenue |
|---|---|---|
| Contributions & grants | $0 | 0% |
| Program service revenue | $0 | 0% |
| Other revenue | $96,041,180 | 100% |
Where the money was spent
| Category | Amount | % of expenses |
|---|---|---|
| Program services | $0 | 0% |
| Management & general | $4,883,523 | 100% |
| Fundraising | $0 | 0% |
What the numbers show
- Other revenue made up 100% of total revenue in FY2025.
- Program services accounted for 0% of functional expenses, management & general 100%, and fundraising 0%.
- 0% of functional expenses went to program services in FY2025.
- Net assets covered about 4062.3 months of expenses at the end of the reporting year. That puts it in the 100th percentile among 7211 Education organizations in CA.
- Total revenue was higher than 99.1% of 7388 Education organizations in CA.
- Total revenue rose from $0 in FY2017 to $96,041,180 in FY2025. Revenue increased in 6 and decreased in 2 of 8 year-over-year comparisons.
- Revenue covered expenses in each of the 9 reported years, FY2017 to FY2025.
- The highest revenue on record here is $132,286,956 in FY2022.
- Net assets grew from $0 to $1,653,195,404 between FY2017 and FY2025.
- Listed in the IRS Publication 78 data as eligible to receive tax-deductible contributions (supporting organization).
Figures compared against other organizations of the same NTEE program area in the same state. See the methodology page for how these are calculated and the guide to reading nonprofit financials for their limits.
About this organization
CLAREMONT INVESTMENT FUND WAS ORGANIZED TO HOLD AND MANAGE THE ENDOWMENT ASSETS OF CLAREMONT MCKENNA COLLEGE AND THOSE MEMBERS OF THE CLAREMONT COLLEGES THAT MAY BE APPROVED BY THE COLLEGE'S BOARD OF DIRECTORS FROM TIME TO TIME.
IRS status
| Ruling year | 2018 |
| Subsection | 501(c)(3) |
| Classification | Public charity |
| Program area (NTEE) | B19 — Education (in CA) |
| Donations | Listed in the IRS Publication 78 data as eligible to receive tax-deductible contributions (supporting organization). |
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Source: Internal Revenue Service — Exempt Organizations Business Master File (downloaded November 4, 2026), Statistics of Income extracts, Form 990 e-file data, Publication 78 and the Automatic Revocation list. Figures are as reported by the organization; IRS processing may adjust them. This is not a charity rating and not tax advice. Confirm deductibility in IRS Tax Exempt Organization Search.
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