Civic Intelligence

Priory Fund

990T • Fiscal year 2021 • EIN 27-4014193

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

Organization Profile
1482 East Valley Road 678Montecito, CA 93108

(805) 565-1413

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2012: $3,593,951Liabilities 2012: $55,802Net Assets 2012: $3,538,1492012Assets 2014: $5,845,943Liabilities 2014: $102,385Net Assets 2014: $5,743,5582014Assets 2015: $12,858,151Liabilities 2015: $0Net Assets 2015: $12,858,1512015Assets 2016: $12,398,116Liabilities 2016: $7,085Net Assets 2016: $12,391,0312016Assets 2017: $12,748,181Liabilities 2017: $0Net Assets 2017: $12,748,1812017Assets 2018: $12,543,980Liabilities 2018: $0Net Assets 2018: $12,543,9802018Assets 2019: $12,012,694Liabilities 2019: $0Net Assets 2019: $12,012,6942019Assets 2020: $14,040,103Liabilities 2020: $0Net Assets 2020: $14,040,1032020Assets 2021: $18,091,517Liabilities 2021: $0Net Assets 2021: $18,091,5172021Assets 2022: $16,629,730Liabilities 2022: $0Net Assets 2022: $16,629,7302022Assets 2023: $16,929,829Liabilities 2023: $0Net Assets 2023: $16,929,8292023Assets 2024: $16,371,683Liabilities 2024: $0Net Assets 2024: $16,371,6832024

Latest loaded filing

2024

Assets$16,371,683
Liabilities$0
Net Assets$16,371,683
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2012: $318,1322012Revenue 2014: $6,890,524Expenses 2014: $296,716Net Income 2014: $6,593,8082014Revenue 2015: $7,692,138Expenses 2015: $577,545Net Income 2015: $7,114,5932015Revenue 2016: $472,395Expenses 2016: $805,286Net Income 2016: -$332,8912016Revenue 2017: $1,343,758Expenses 2017: $841,383Net Income 2017: $502,3752017Revenue 2018: $867,038Expenses 2018: $963,625Net Income 2018: -$96,5872018Revenue 2019: $663,462Expenses 2019: $925,170Net Income 2019: -$261,7082019Revenue 2020: $4,523,992Expenses 2020: $838,206Net Income 2020: $3,685,7862020Revenue 2021: $7,280,804Expenses 2021: $1,122,585Net Income 2021: $6,158,2192021Revenue 2022: $587,661Expenses 2022: $1,077,075Net Income 2022: -$489,4142022Revenue 2023: $476,761Expenses 2023: $1,153,142Net Income 2023: -$676,3812023Revenue 2024: $801,879Expenses 2024: $1,339,194Net Income 2024: -$537,3152024

Latest loaded filing

2024

Revenue$801,879
Expenses$1,339,194
Net Income-$537,315
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Priory Fund
EIN
27-4014193
Phone
8055651413
Address
1482 EAST VALLEY ROAD 678, MONTECITO, CA 93108

Signing Officer

Name
Edward Mckinley
Title
President
Phone
8055651413
Signed
2022-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
Raw XML Appendix85 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt09251
IRS1120ScheduleD/NetCapitalGainAmt09251
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt09251
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt09251
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt02179
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt17072
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0WP XII PARTNERS (CAYMAN INTERNATIONAL) L
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1WP XII PARTNERS (CAYMAN) LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt09251
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt01449
IRS990T/BooksInCareOfDetail/PersonNm0EDWARD MCKINLEY
IRS990T/BooksInCareOfDetail/PhoneNum08055651413
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01482 EAST VALLEY ROAD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MONTECITO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd093108
IRS990T/BookValueAssetsEOYAmt018091517
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ESPenaltyAmt033
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt09251
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-1506
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt07745
IRS990TScheduleA/TotUnrltTrdBusIncmAmt07745
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0NON-UNITARY PASSTHROUGH INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt07745
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt07745
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt01416
IRS990T/TaxLessCreditsAmt01416
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt01416
IRS990T/TotalTaxComputationAmt01416
IRS990T/TotalUBTIAmt06745
IRS990T/TotalUBTIBeforeNOLSpecificAmt07745
IRS990T/TotalUBTIBeforeSection199AAmt07745
IRS990T/TotalUBTIComputedAmt07745
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD MCKINLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08055651413
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PRIORY FUND
ReturnHeader/Filer/BusinessNameControlTxt0PRIO
ReturnHeader/Filer/EIN0274014193
ReturnHeader/Filer/PhoneNum08055651413
ReturnHeader/Filer/USAddress/AddressLine1Txt01482 EAST VALLEY ROAD 678
ReturnHeader/Filer/USAddress/CityNm0MONTECITO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093108
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08215 GREENWAY BOULEVARD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIDDLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053562
ReturnHeader/PreparerPersonGrp/PhoneNum06086628600
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY ANDERSON
ReturnHeader/ReturnTs02022-11-14T07:35:02-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EDWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCKINLEY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
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Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$0.80$1.34$0.54
2023Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.48$1.15$0.68
2022Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$0.59$1.08$0.49
2021Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$7.28$1.12$6.16
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$4.52$0.84$3.69
2019Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.66$0.93$0.26
2018Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.87$0.96$0.10
2017Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$1.34$0.84$0.50
2016Detailed filing. Detailed filing data is available for this year.$12.4$0.01$12.4$0.47$0.81$0.33
2015Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$7.69$0.58$7.11
2014Detailed filing. Detailed filing data is available for this year.$5.85$0.10$5.74$6.89$0.30$6.59
2012Detailed filing. Detailed filing data is available for this year.$3.59$0.06$3.54$0.32