The Royal Oak Foundation
Meets Standards
Standards For Charity Accountability
Governance
-
Board Oversight
-
Board Size
-
Board Meetings
-
Board Compensation
-
Conflict of Interest
Measuring Effectiveness
-
Effectiveness Policy
-
Effectiveness Report
Finances
-
Program Expenses
-
Fundraising Expenses
-
Accumulating Funds
-
Audit Report
-
Detailed Expense Breakdown
-
Accurate Expense Reporting
-
Budget Plan
Fundraising & Info
-
Truthful Materials
-
Annual Report
-
Website Disclosures
-
Donor Privacy
-
Cause Marketing Disclosures
-
Complaints
The Royal Oak Foundation meets the 20 Standards for Charity Accountability.
Stated Purpose:
The mission of The Royal Oak Foundation
is to raise awareness of and advance the work of the National Trust of England, Wales and Northern Ireland by inspiring support from the United States for the
Trust’s efforts to preserve and protect historic places and spaces—forever, and for everyone.
Year, State Incorporated:
1973, NY
Membership: Public relations program to make the general public aware of and experience the historic and natural spaces in England, Wales, and Northern Ireland - unlimited admission to more than 350 historic sites of outstanding interest and importance in the care of the National Trust of England, Wales, and Northern Ireland and over 600,000 acres of natural landscape; reduced admission price for US lectures and tours. 5,400 households were enrolled in membership at the end of 2024.
Education (Lectures and Tours): Events, tours, and lectures on preservation and history of architecture and decorative interiors, houses, and gardens. In 2024, almost 4,000 people attended a total of 37 unique lectures and 4 tours given in 5 cities, as well as virtually on Zoom, during our Spring and Fall program seasons.
Grants: Grants in support of the National Trust of England, Wales, and Northern Ireland and other preservation societies for the protection and restoration of important and historic sites, as well as grants for landscape and environmental conservation. Grants and scholarships totaling $882,435 were made in 2024.
For the year ended June 30, 2023, The Royal Oak Foundation's program expenses were:
| Educational Programs | $683,552 |
| Grants and Scholarships | $473,596 |
| Membership | $317,181 |
| Total Program Expenses | $1,474,329 |
Chief Executive
Ian Murray, Executive Director
Compensation*
$174,246
Chair of the Board
Michael Boyd, Retired Attorney
Chair's Profession / Business Affiliation
Board Size
16
Paid Staff Size
8
* Compensation includes annual salary and, if applicable, benefit plans, expense accounts and other allowances.
Method(s) Used:
Direct mail appeals, Invitations to fund raising events, Print advertisements (newspapers, magazines, etc.), Grant proposals, Internet, Planned giving arrangements, Cause-related marketing (affinity credit cards, consumer product sales, etc.), Membership appeals
This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.
The following information is based on The Royal Oak Foundation's audited financial statements for the year ended June 30, 2023.
Source of Funds
| Other Revenues | $1,490,683 |
| Membership Dues | $797,237 |
| Contributions | $754,925 |
| Educational Programs | $431,660 |
| Fundraising Benefit | $140,204 |
| Royalty Income | $9,949 |
| Increase in Cash Surrender Value of Life Insurance | $1,251 |
| Net Investment Income | $75 |
| Other | $29 |
| Total Income | $3,626,013 |
Programs: 70% Fundraising: 17% Administrative: 13%
| Total Income | $3,626,013 |
| Total expenses: | $2,114,403 |
| Program expenses | $1,474,329 |
| Fundraising expenses | $358,275 |
| Administrative expenses | $281,799 |
| Other expenses | $0 |
| Income in Excess of Expenses | $1,511,610 |
| Beginning Net Assets | $6,894,657 |
| Other Changes In Net Assets | $149,165 |
| Ending Net Assets | $8,555,432 |
| Total Liabilities | $761,169 |
| Total Assets | $9,316,602 |
An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.
This report is not to be used for fundraising or promotional purposes.
RELATED CONTENT
-
Meets Standards
-
Standards Not Met
-
Did Not Disclose
-
Review in Progress
-
Unable to Verify
Report completed by:
BBB Foundation of Metropolitan New York