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 |
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
- Program services accounted for 0% of functional expenses, management & general 100%, and fundraising 0%.
- 0% of functional expenses went to program services in FY2025. That is higher than 0% of 581 Education organizations in CA.
- 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.
- Donations are generally tax-deductible (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 | Donations are generally tax-deductible (supporting organization). |
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Source: Internal Revenue Service — Exempt Organizations Business Master File (downloaded September 20, 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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