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EIN 82-3049880

Claremont Investment Fund

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Claremont
State
California
Year formed
2017
Most recent tax filings
2023-06-01
NTEE code, primary
B80: Student Services and Organizations of Students
Description
The Claremont Investment Fund manages and holds the endowment assets of Claremont McKenna College, as well as those of other members of the Claremont Colleges approved by the college's Board of Trustees. It is responsible for the investment assets of both Claremont McKenna College and Harvey Mudd College. The fund is located in Claremont, CA.
Related structure
Claremont Investment Fund is a subordinate organization under Claremont McKenna College (CMC).
Also known as...
Na
Total revenues
$62,107,132
2023
Total expenses
$4,115,795
2023
Total assets
$1,767,485,221
2023
Num. employees
0
2023

Program areas at Claremont Investment Fund

Management of endowment Investment assets for Claremont mckenna college and harvey mudd college.

Personnel at Claremont Investment Fund

NameTitleCompensation
James FloydPresident and Chief Executive Officer$0
Erin WatkinsChief Financial Officer$0
Matthew BibbensSecretary and General Counsel$0
Michael DennyVice President$0
Rossi A RussellChairman$0
...and 1 more key personnel

Financials for Claremont Investment Fund

RevenuesFYE 06/2023
Total grants, contributions, etc.$0
Program services$0
Investment income and dividends$17,640,354
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$44,466,778
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$62,107,132

Form 990s for Claremont Investment Fund

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-14990View PDF
2022-062023-05-12990View PDF
2021-062022-05-16990View PDF
2020-062021-05-26990View PDF
2019-062020-12-29990View PDF
...and 2 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 3, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 22, 2021
Posted financials
Added Form 990 for fiscal year 2019
July 18, 2021
Posted financials
Added Form 990 for fiscal year 2020
July 2, 2021
Updated personnel
Identified 2 new personnel
Nonprofit Types
Grantmaking organizationsSchoolsChapter / child organizationsCharities
Issues
Education
Characteristics
Partially liquidatedOperates internationallyState / local levelTax deductible donationsNo full-time employees
General information
Address
500 E 9th St
Claremont, CA 91711
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Los Angeles County, CA
Phone
(909) 621-8230
IRS details
EIN
82-3049880
Fiscal year end
June
Taxreturn type
Form 990
Year formed
2017
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B80: Student Services and Organizations of Students
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Subordinate organization
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