Nonprofit · EIN 27-4014193
PRIORY FUND
Tax-exempt · MONTECITO, CA 93108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $801,879 | $1,339,194 | -$537,315 | $16,371,683 | $0 | $16,371,683 |
| December 31, 2023 | 990-PF | $476,761 | $1,153,142 | -$676,381 | $16,929,829 | $0 | $16,929,829 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,266
- Dividends
- $240,934
- Net gain from sales of assets
- $559,679
Expenses
- Grants and similar amounts paid
- $1,012,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $989,823
- Excise tax on investment income
- $8,087
Balance sheet and other
- Total assets, start of year
- $16,929,829
- Total assets, end of year
- $16,371,683
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,371,683
- Fair market value of assets
- $23,291,864
- Qualifying distributions
- $989,823
- Net investment income
- $1,024,769
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN A LAVIDGE 1482 EAST VALLEY ROAD, MONTECITO, CA 93108 | PRESIDENT | 1 | $0 |
| EDWARD J MCKINLEY 1482 EAST VALLEY ROAD, MONTECITO, CA 93108 | TREASURER/SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN A LAVIDGE 1482 EAST VALLEY ROAD, MONTECITO, CA 93108 | PRESIDENT | 1 | $0 |
| EDWARD J MCKINLEY 1482 EAST VALLEY ROAD, MONTECITO, CA 93108 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1482 EAST VALLEY ROAD 678, MONTECITO, CA 93108-1200
- Signed the 990-PF
- EDWARD MCKINLEY, TREASURER/SECRETARY
- Phone
- (805) 565-1413
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-4014193
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $16,371,683
- Income (IRS master file)
- $7,973,487
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $476,761 | $1,153,142 | $16,929,829 | IRS |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about PRIORY FUND
- What is the EIN of PRIORY FUND?
- The employer identification number (EIN) of PRIORY FUND is 27-4014193.
- Is PRIORY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to PRIORY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PRIORY FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PRIORY FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PRIORY FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of PRIORY FUND?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does PRIORY FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $801,879, expenses of $1,339,194 and total assets of $16,371,683 at year end.
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