Claremont Investment Fund
Donations deductibleClaremont Investment Fund's network
7 people4 organisationsi7 people and 4 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Violet dotted lines (11) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 7 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Rossi A Russell Chair | Chair | 2019 | 7 yrs |
| Abbott Brown | Director | 2019 | 7 yrs |
| David G Mgrublian | Director | 2019 | 7 yrs |
| Harry T McMahon | Director | 2019 | 7 yrs |
| John Shrewsberry | Vice-Chair | 2023 | 3 yrs |
| Matthew Ferri | Director | 2020 | 6 yrs |
| Shamit Grover | Director | 2019 | 7 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
5 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Andrew Dorantes | Vice President | since 2019 |
| Erin Watkins | Treasurer | since 2019 |
| James Floyd | President and CEO | since 2019 |
| Matthew Bibbens | Secretary and General Counsel | since 2019 |
| Michael Denny | Vice President | since 2019 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| John Shewsberry | Chair | 1 | $0 | ||
| Rj Romero | Vice-Chair | 1 | $0 | ||
| Abbott Brown | Director | 1 | $0 | ||
| Matthew Ferri | Director | 1 | $0 | ||
| David G Mgrublian | Director | 1 | $0 | ||
| Tyler Mingst | Director | 1 | $0 | ||
| Ken Valach | Director | 1 | $0 | ||
| James Floyd | President and CEO | 1 | $0 | $1.3m | $126k |
| Michael Denny | Vice President (Thru 01/25) | 1 | $0 | $694k | $68k |
| Matthew Bibbens | Secretary | 1 | $0 | $346k | $93k |
| Tristan Gerber | Investment Officer | 1 | $0 | $356k | $48k |
| Erin Watkins | CFO (Thru 12/24) | 1 | $0 | $300k | $49k |
| Andrew Dorantes | Former Vice President | 0 | $0 | $447k | $71k |
About
- Legal name
- Claremont Investment Fund
- EIN
- 823049880
- Address
- 500 E 9th St, Claremont, CA, 91711-5929
- State
- California
- 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... (as filed on the Form 990)
- Activity (NTEE)
- B19 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 9 (IRS master file code)
- Formed
- 2017
- Principal officer
- Clemente Jimenez (as named on the Form 990)
- IRS ruling date
- 1 April 2018
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2023
- IRS Publication 78
- SO (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedPRESCHOOL AND ELEMENTARY SCHOOLChildren's Education Center of ClaremontRelatedEDUCATIONHarvey Mudd CollegeRelatedEDUCATIONClaremont McKenna CollegeRelatedSUPPORTING ORGANIZATIONClaremont Investment Management Company
Longest observed on the filings
≥7years on the filingsRossi A Russell
≥7years on the filingsAbbott Brown
≥7years on the filingsDavid G Mgrublian
≥7years on the filingsHarry T McMahon
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $2.19bn
- Total liabilities
- $536.4m
- Net assets or fund balances
- $1.65bn
- Contributions and grants received
- $0
- Program service revenue
- $0
- Employees
- 0
- Volunteers
- 7