Priory Fund is a private grantmaking foundation based in Montecito, California. Established in 2011, it operates as a 501(c)(3) tax-exempt organization dedicated to philanthropic activities.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$16.4M
-3.3% YoY
Annual Giving
$1.0M
+26.8% YoY
Grant Count
12
+50.0% YoY
Avg Grant Size
$84K
-15.5% YoY
Under IRS private-foundation payout rules, Priory Fund reported a distributable amount of $1.1M for 2024 — the minimum it must pay out in qualifying distributions.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $16.9 million
- Total Revenue: $477,000
- Total Expenses: $1.15 million
- Total Liabilities: $0
Organization Details:
- Tax-exempt status: September 2011
- Employer Identification Number (EIN): 27-4014193
- Primary address: 1482 East Valley Road, Suite 678, Montecito, CA 93108-1200
- State of incorporation: California
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $16,371,683 | $16,929,829 | $16,629,730 |
| Revenue | $801,879 | $476,761 | $587,661 |
| Expenses | $1,339,194 | $1,153,142 | $1,077,075 |
| Qualifying Distributions | $989,823 | $820,067 | $927,750 |
| Net Investment Income | $581,792 | $442,662 | $121,835 |
| Distributable Amount | $1,131,287 | $1,056,575 | $1,003,571 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
48 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Stanford University ($483,000), Fund for Global Human Rights ($110,000), World Central Kitchen ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| YALE UNIVERSITY NEW HAVEN, CT | IN FURTHERANCE OF CHARITABLE PURPOSE | $25,000 |
| WORLD CENTRAL KITCHEN WASHINGTON, DC | IN FURTHERANCE OF CHARITABLE PURPOSE | $100,000 |
| UNIVERSITY OF CALIFORNIA SANTA BARBARA SANTA BARBARA, CA | IN FURTHERANCE OF CHARITABLE PURPOSE | $24,000 |
| UNIVERSITY OF CALIFORNIA REGENTS SANTA BARBARA, CA | IN FURTHERANCE OF CHARITABLE PURPOSE | $100,000 |
| STANFORD UNIVERSITY STANFORD, CA | IN FURTHERANCE OF CHARITABLE PURPOSE | $483,000 |
| MEDECINS SANS FRONETRIERS USA NEW YORK, NY | IN FURTHERANCE OF CHARITABLE PURPOSE | $25,000 |
| HUMAN RIGHTS & BUSINESS AWARD FOUNDATION SANTA FE, NM | IN FURTHERANCE OF CHARITABLE PURPOSE | $50,000 |
| FUND FOR GLOBAL HUMAN RIGHTS WASHINGTON, DC | IN FURTHERANCE OF CHARITABLE PURPOSE | $110,000 |
| FOODBANK OF SANTA BARBARA COUNTY SANTA MARIA, CA | IN FURTHERANCE OF CHARITABLE PURPOSE | $25,000 |
| CHANNEL ISLANDS YOUNG MENS CARPINTERIA, CA | IN FURTHERANCE OF CHARITABLE PURPOSE | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KATHLEEN A LAVIDGE | PRESIDENT | 1 | — |
| EDWARD J MCKINLEY | TREASURER/SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What size grants does Priory Fund award?
In 2024, Priory Fund awarded 12 grants totaling $1.0M — an average of about $84K per grant, based on its IRS Form 990 filings.
How much is Priory Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Priory Fund reported a distributable amount of $1.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Priory Fund's EIN?
Priory Fund's EIN (Employer Identification Number) is 27-4014193. IRS Form 990 filing data is available on this page for 2019–2024.
Explore Open Grants
Browse active grant opportunities in Priory Fund's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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