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New York BBB Wise Giving Report for
The Royal Oak Foundation

A BBB Accredited charity

 


  • Meets all standards

Expiration Date:
05/2016
Name:
The Royal Oak Foundation
Address:
35 West 35th Street, #1200
New York, NY 10001
Phone:
212-480-2889
Web Site:
Year, State Incorporated:
1973, New York
Affiliates:
None
Stated Purpose:
" Inspires Americans to learn about, experience and support places of great historic and natural significance in the United Kingdom, in partnership with the National Trust of England, Wales and Northern Ireland. "






Evaluation Conclusions
 

              
The Royal Oak Foundation meets the 20 Standards for Charity Accountability.




Programs
 

              
Membership: Public relations program to make the general public aware of and experience the historic and natural spaces in England, Wales and Northern Ireland and over 100 properties belonging to the National Trust for Scotland, and reduced admission price for US lectures and tours. 6,500 households were enrolled in membership at the end of 2013. Education, Lectures & Tours: Events, tours and lectures on preservation and history of architecture and decorative interiors, houses and gardens. 91 lectures and tours were held in 15 different cities throughout the USA in 2013. Grants: Grants to support priorities of the National Trust of England, Wales and Northern Ireland and other preservations societies, to preserve important and historic sites, and grants to preserve the environment. Full and partial scholarships to the Attingham summer school program which determines eligibility and selection of students. Grants and scholarships totaling $300,552 were made in 2013.



Governance
 

              
Chief Executive Officer:
Dr. Sean E. Sawyer, Executive Director
Compensation*:
$170,808
Chair of the Board:
Mr. Bruce Coleman Perkins
Chair's Profession / Business Affiliation:
President, Flather & Perkins Inc.
Board Size:
32
Paid Staff Size:
10



*Compensation includes annual salary and, if applicable, benefit plans, expense accounts, and other allowances.




Fund Raising
 

              
Method(s) Used:


Direct mail appeals, invitations to fund raising events, print advertisements (newspapers, magazines, etc.), grant proposals, internet
Fund raising costs were 20.5% of related contributions. (Related contributions, which totaled $1,091,548, are donations received as a result of fund raising activities.)




Tax Status
 

              
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.




Financial
 

              
The following information is based on Royal Oak Foundation's Audited Financial Statements for the fiscal year ended December 31, 2012.

Source of Funds  

Contributions

$902,453

Membership Dues

615,319

Investment Income, net

439,270

Educational Programs

309,217

Fundraising Benefit

283,997

Royalty Income

61,720

Charitable Remainder Trusts, change in value

25,327

Miscellaneous Income

5,495

Increase in Cash Surrender Value

411

Royalty Expenses

(16,832)

Benefit Expenses

(94,902)

Total Income

$2,531,475

Program Expenses  

Programs

$596,687

Memberships

408,088

Grants & Scholarships

328,437
Total Program Expenses:
Fund Raising Expenses
Administrative Expenses

Total expenses

Income in Excess of Expenses

1,333,212
223,677
167,372

$1,724,261

$807,214




Uses of Funds as a % of Total Expenses


Programs: 77%  Fund Raising: 13%  Administrative 10% 
Roll the cursor over the pie chart to see the dollar amounts.


Beginning net assets $5,047,156
Ending net assets 5,854,370
Total liabilities 151,137

Total assets

$6,005,507






 

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