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Arts, Culture, Humanities : Libraries, Historical Societies and Landmark Preservation

The Royal Oak Foundation

Americans in alliance with the National Trust of England, Wales and Northern Ireland

four stars

92.23

20 West 44th Street Suite 606 New York, NY 10036
tel: (800) 913-6565   Web Site
EIN: 23-7349380

Board Leadership
Lynne L. Rickabaugh
Chairman

CEO
Ian Murray
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 92.23 four stars
  Financial 89.44 three stars
  Accountability & Transparency 97.00 four stars
This rating was published 02/01/2020 and includes data from FY2018, the most recent 990 received at that time.

Founded in 1973, The Royal Oak Foundation is the United States affiliate of The National Trust of England, Wales and Northern Ireland. Royal Oak raises funds for the conservation of historic properties including houses and gardens in Britain and elsewhere and sponsors educational programs which address issues in conservation and preservation. Royal Oak offers lecture programs which address the topics of art, architecture, collections, garden and landscape design, social history and conservation and preservation. Royal Oak also sponsors a biennial competition in the Architectural Arts and promotes scholarship through ICOMOS, Attingham Summer School and now the Damaris Horan Prize Landscape History Fellowship.

Founded in 1973, The Royal Oak Foundation is the United States affiliate of The National Trust of England, Wales and Northern Ireland. Royal Oak raises funds for the conservation of historic properties including houses and gardens in Britain and elsewhere and sponsors educational programs which address issues in conservation and preservation. Royal Oak offers lecture programs which address the topics of art, architecture, collections, garden and landscape design, social history and conservation and preservation. Royal Oak also sponsors a biennial competition in the Architectural Arts and promotes scholarship through ICOMOS, Attingham Summer School and now the Damaris Horan Prize Landscape History Fellowship.

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Financial

three stars

89.44

Accountability & Transparency

four stars

97.00

This rating was published 02/01/2020 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
74.3%
  Administrative Expenses 10.8%
  Fundraising Expenses 14.8%
  Fundraising Efficiency $0.16
  Working Capital Ratio (years) 2.92
  Program Expenses Growth 19.1%
  Liabilities to Assets 2.2%
All data for Financial Performance Metrics calculations was provided by The Royal Oak Foundation on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The Royal Oak Foundation on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
The Royal Oak Foundation (NY) 92.23 four stars
Preservation Virginia (VA) 88.08 three stars
World Monuments Fund (NY) 85.36 three stars
George Washington's Mount Vernon (VA) 89.48 three stars
American Battlefield Trust (DC) 94.17 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,562,368
   Federated Campaigns $0
   Membership Dues $854,092
   Fundraising Events $75,239
   Related Organizations $0
   Government Grants $0
Total Contributions $2,491,699
   Program Service Revenue $367,730
Total Primary Revenue $2,859,429
   Other Revenue $549,566
TOTAL REVENUE $3,408,995
   
EXPENSES  
   Program Expenses $2,971,763
   Administrative Expenses $257,899
   Fundraising Expenses $453,075
TOTAL FUNCTIONAL EXPENSES $3,682,737
   
Payments to Affiliates $0
Excess (or Deficit) for the year $-273,742
   
Net Assets $7,596,071

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Preservation of Historic Sites $1,873,078 63.0%
Lectures and Tours $650,059 21.9%
Membership $448,626 15.1%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-12 02/01/2020 92.23 four stars
2017-12 12/01/2018 84.85 three stars
2016-12 03/01/2018 86.22 three stars
2015-12 04/01/2017 93.06 four stars
2014-12 06/01/2016 91.60 four stars
 
CN 2.0
2014-12 12/22/2015 92.26 four stars
2013-12 07/01/2015 85.60 three stars
2012-12 12/20/2013 87.82 three stars
2011-12 02/01/2013 90.36 three stars
2011-12 12/20/2012 89.18 three stars
2010-12 04/01/2012 88.15 three stars
2009-12 09/20/2011 83.63 three stars
 
CN 1.0
2009-12 02/01/2011 76.70 two stars
2008-12 05/01/2010 89.38 three stars
2007-12 12/17/2008 80.09 three stars
2006-12 12/01/2007 85.68 three stars
2005-12 12/15/2006 79.97 two stars
2004-12 01/01/2006 87.74 three stars
2003-12 02/01/2005 83.14 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 23-7349380
Name in IRS Master File ROYAL OAK FOUNDATION INC
NTEE Code A82
NTEE Classification [Not Provided by IRS]
NTEE Type [Not Provided by IRS]
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (602) Gifts, grants, or loans to other organizations
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date January, 1974
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$173,584 4.71% David Nathans Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
The Royal Oak Foundation (NY) 92.23 four stars
Fort Ticonderoga Association (NY) 92.29 four stars
Connecticut Landmarks (CT) 87.79 three stars
Preservation Virginia (VA) 88.08 three stars
World Monuments Fund (NY) 85.36 three stars

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Charity Contact Info

The Royal Oak Foundation
20 West 44th Street Suite 606
New York, NY 10036
tel: (800) 913-6565
fax: (212) 764-7234
EIN: 23-7349380

Visit Web Site

Board Leadership

Lynne L. Rickabaugh
Chairman

CEO

Ian Murray
Executive Director

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