Civic Intelligence

The Royal Oak Foundation Inc

EIN 23-7349380 • 501(c)3 • New York, NY

View Organization Page

Profile

The organization provides americans with an opportunity to reach beyond our borders, connect with our past and join an international community dedicated to preserving and protecting those places in england, wales and northern ireland that make life special.

20 West 44th Street Suite 606New York, NY 10036-6603

www.royal-oak.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.10x

Higher debt load relative to assets than 39% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.24x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Revenue Growth

73rd percentile

21%

Faster revenue growth than 73% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$12,260,927

Up $1,594,153 (+15%) from 2024

Liabilities

Up

$1,170,249

Up $597,836 (+104%) from 2024

Net Assets

Up

$11,090,678

Up $996,317 (+9.9%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin68th percentile

Revenue

Up

$4,891,282

Up $1,443,706 (+42%) from 2024

Expenses

Up

$4,193,634

Up $1,499,372 (+56%) from 2024

Net Income

Down

$697,648

Down $55,666 (-7.4%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2013: $7,303,000Liabilities 2013: $38,861Net Assets 2013: $7,264,1392013Assets 2014: $7,073,538Liabilities 2014: $672,097Net Assets 2014: $6,401,4412014Assets 2015: $6,720,518Liabilities 2015: $64,938Net Assets 2015: $6,655,5802015Assets 2016: $7,549,317Liabilities 2016: $180,216Net Assets 2016: $7,369,1012016Assets 2017: $9,075,863Liabilities 2017: $204,285Net Assets 2017: $8,871,5782017Assets 2018: $7,768,518Liabilities 2018: $172,447Net Assets 2018: $7,596,0712018Assets 2020: $10,274,885Liabilities 2020: $548,650Net Assets 2020: $9,726,2352020Assets 2021: $8,316,975Liabilities 2021: $584,075Net Assets 2021: $7,732,9002021Assets 2022: $7,446,621Liabilities 2022: $551,964Net Assets 2022: $6,894,6572022Assets 2023: $9,316,602Liabilities 2023: $761,169Net Assets 2023: $8,555,4332023Assets 2024: $10,666,774Liabilities 2024: $572,413Net Assets 2024: $10,094,3612024Assets 2025: $12,260,927Liabilities 2025: $1,170,249Net Assets 2025: $11,090,6782025

Highlighted filing

2025

Assets$12,260,927
Liabilities$1,170,249
Net Assets$11,090,678
Open 2025 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2013: $2,878,680Expenses 2013: $1,997,719Net Income 2013: $880,9612013Revenue 2014: $3,398,507Expenses 2014: $3,767,475Net Income 2014: -$368,9682014Revenue 2015: $2,761,577Expenses 2015: $2,380,661Net Income 2015: $380,9162015Revenue 2016: $2,516,508Expenses 2016: $2,028,802Net Income 2016: $487,7062016Revenue 2017: $2,671,418Expenses 2017: $1,974,042Net Income 2017: $697,3762017Revenue 2018: $3,408,995Expenses 2018: $3,682,737Net Income 2018: -$273,7422018Revenue 2020: $2,543,986Expenses 2020: $2,111,444Net Income 2020: $432,5422020Revenue 2021: $3,302,449Expenses 2021: $5,993,454Net Income 2021: -$2,691,0052021Revenue 2022: $2,765,681Expenses 2022: $2,175,188Net Income 2022: $590,4932022Revenue 2023: $3,226,319Expenses 2023: $2,114,403Net Income 2023: $1,111,9162023Revenue 2024: $3,447,576Expenses 2024: $2,694,262Net Income 2024: $753,3142024Revenue 2025: $4,891,282Expenses 2025: $4,193,634Net Income 2025: $697,6482025

Highlighted filing

2025

Revenue$4,891,282
Expenses$4,193,634
Net Income$697,648
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,260,927
Liabilities
$1,170,249
Net assets
$11,090,678
Revenue
$4,891,282
Expenses
$4,193,634
Net income
$697,648
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.3$1.17$11.1$4.89$4.19$0.70
2024Detailed filing. Detailed filing data is available for this year.$10.7$0.57$10.1$3.45$2.69$0.75
2023Detailed filing. Detailed filing data is available for this year.$9.32$0.76$8.56$3.23$2.11$1.11
2022Detailed filing. Detailed filing data is available for this year.$7.45$0.55$6.89$2.77$2.18$0.59
2021Detailed filing. Detailed filing data is available for this year.$8.32$0.58$7.73$3.30$5.99$2.69
2020Detailed filing. Detailed filing data is available for this year.$10.3$0.55$9.73$2.54$2.11$0.43
2018Detailed filing. Detailed filing data is available for this year.$7.77$0.17$7.60$3.41$3.68$0.27
2017Detailed filing. Detailed filing data is available for this year.$9.08$0.20$8.87$2.67$1.97$0.70
2016Detailed filing. Detailed filing data is available for this year.$7.55$0.18$7.37$2.52$2.03$0.49
2015Detailed filing. Detailed filing data is available for this year.$6.72$0.06$6.66$2.76$2.38$0.38
2014Detailed filing. Detailed filing data is available for this year.$7.07$0.67$6.40$3.40$3.77$0.37
2013Detailed filing. Detailed filing data is available for this year.$7.30$0.04$7.26$2.88$2.00$0.88
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 12, 2026
Return Version
2024v5.5
Gross Receipts
$8,715,146
Mission and Program Overview

Mission

The organization seeks 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, for everyone.

Raising funds for conservation of historic properties including houses and gardens in britain and elsewhere, and sponsoring educational programs which address issues in conservation and preservation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,713,172$10,117,807▲ $404,635
Pledges and Grants Receivable$129,227$762,495▲ $633,268
Prepaid Expenses and Deferred Charges$119,275$273,452▲ $154,177
Cash and Non-Interest-Bearing Accounts$190,989$235,993▲ $45,004
Land, Buildings, and Equipment, Net$45,148$44,829▼ $319
Accounts Receivable$31,940$28,962▼ $2,978
Total Assets$10,666,774$12,260,927▲ $1,594,153
Other Assets Total$437,023$797,389▲ $360,366
Liabilities
Deferred Revenue$386,901$562,501▲ $175,600
Other Liabilities$122,201$455,022▲ $332,821
Accounts Payable and Accrued Expenses$56,526$82,945▲ $26,419
Grants Payable$6,785$69,781▲ $62,996
Total Liabilities$572,413$1,170,249▲ $597,836
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,173,681$8,150,962▼ $22,719
Net Assets With Donor Restrictions$1,920,680$2,939,716▲ $1,019,036
Total Net Assets Fund Balance$10,094,361$11,090,678▲ $996,317
Total Liabilities and Net Assets / Fund Balance$10,666,774$12,260,927▲ $1,594,153

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$42,066$221,068$263,134
Leasehold Improvements$0$60,770$60,770
Equipment$2,763$19,314$22,077
Other Assets Org$454,244--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$227,545-▲ $33,490-$261,035
2023$196,313-▲ $31,232-$227,545
2022$167,911$5,000▲ $23,402-$196,313
2021$200,016-▼ $32,105-$167,911
2020$150,960-▲ $49,056-$200,016
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ian MurrayExecutive DirectorFT$175,796$23,675$199,471
Joseph CairlDirector of Finance and AdminFT$98,613$3,917$102,530

Board Members and Trustees

NameTitle
Michael BoydChairman
Robert Sackville-westVice- Chairman
Anne Blackwell ErvinDirector
Constance CincottaDirector
David BealDirector
Eric NilsonDirector
GARRETT HARDEE O'NEALDirector
Hillary McgradyDirector
Lynne RickabaughDirector
Michael BrownDirector
Robert C DaumDirector
Sallie BaileyDirector
Sarah EamesDirector
Elise Meslow RyanDirector (until 07/2024)
Laura TrevelyanDirector (until 07/2024)
Madeline SchachterDirector (until 07/2024)
Susan SamuelsonDirector (until 11/2024)
Susan ChapmanSecretary
Lauren BriskyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,438,041
Program Service Revenue
$477,183
Investment Income
$943,031
Other Revenue
$33,027
All Other Contributions
$2,521,546
Change in Net Assets
$697,648

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,891,282
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$402,963
Total Revenue per Audited Statements
$5,294,245
Total Revenue per Form 990
$4,891,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,327,946
Other Expenses$1,003,994
Salaries, Compensation, and Employee Benefits$861,694
Total Fundraising Expense$349,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$2,304,327--$2,304,327
Other Salaries and Wages$278,400$32,899$79,810$391,109
Current Officers, Directors, Trustees, and Key Employees$65,190$127,820$130,380$323,390
Occupancy$68,821$40,983$38,539$148,343
Other Employee Benefits$42,335$19,820$21,493$83,648
Information Technology-$75,999$2,063$78,062
Payroll Taxes$25,205$11,607$14,921$51,733
Other Expenses$20,055$8,824$11,231$40,110
Depreciation Depletion$19,773$8,700$11,072$39,545
Fees for Services Accounting-$31,112-$31,112
All Other Expenses$4,224$1,859$18,385$24,468
Grants to Domestic Individuals$23,619--$23,619
Insurance-$20,071-$20,071
Office Expenses$6,406$2,817$3,587$12,810
Pension Plan Contributions$8,684$1,199$1,931$11,814
Travel-$10,675-$10,675
Fees for Services Other-$8,453-$8,453
Fees for Services Legal-$7,304-$7,304
Total Functional Expenses$3,434,492$410,142$349,000$4,193,634

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,297,928
Expenses per Audited Statements$4,193,634
Total Expenses per Form 990$4,193,634
Expenses Not Reported on Form 990$104,294
Expenses Not Reported on Financial Statements$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$2,304,327

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumGrant Making-00$2,304,327
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$17,954
Fundraising Gross Income$17,954
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Colony Club$139,468$17,954-$17,954
Total Events$139,468$17,954$17,954$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$455,022
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“Executive committee composition - the board at the annual meeting shall elect an executive committee consisting of three or more trustees by vote of a majority of the entire board. Members of the executive committee shall serve until the next succeeding annual meeting and until their respective successors shall be elected. The board may designate one or more trustees as alternate members of the executive committee, who may replace any absent member or members.”

Form 990, Part VI, Section B, Line 11B

“The 990 was distributed to the full board for review and comment before it was signed and filed.”

Form 990, Part VI, Section B, Line 12C

“Directors are required to sign a policy statement annually to disavow any conflict of interest. Otherwise, if the director has an existing, perceived or potential conflict of interest, he or she must promptly disclose it to the chairman.”

Form 990, Part VI, Section B, Line 15A

“The chairman of the board determines the compensation for the executive director in consultation with the officers. The executive director determines the compensation for all employees. The organization's staff have annual performance reviews with their supervisors. Salary surveys of other comparable ny area not-for-profit organizations are reviewed and considered when setting new salaries or considering increases for all staff, including the executive director.”

Form 990, Part VI, Section C, Line 19

“The organization makes all governing documents, conflict of interest policy and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
The Royal Oak Foundation Inc
EIN
23-7349380
Phone
2124802889
Address
20 WEST 44TH STREET SUITE 606, NEW YORK, NY 10036-6603

Signing Officer

Name
Michael Boyd
Title
Chairman
Phone
2124802889
Signed
2026-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ian Murray
Formed
1973
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
10
Volunteers
15

Preparer

Firm
Lutz and Carr Cpas Llp
Address
551 FIFTH AVENUE SUITE 400, NEW YORK, NY 10176
Preparer
Chris Bellando
Phone
2126972299
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Increase in cash surrender value of life insurance 1,200. Change in value of interest in charitable remainder trust 14,830. Foreign currency exchange gain 18,378.”

Financial Statement Notes

PART V, LINE 4:

“To support the work of the royal oak foundation and provide grants to the national trust of england, wales and n. Ireland.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in the cash surrender value of life insurance 1,200. Change in value of interest in charitable remainder trust 14,830. Foreign currency exchange gain 18,378.”

Raw XML AppendixShowing 400 of 702 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR (UNTIL 11/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR (UNTIL 07/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR (UNTIL 07/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR (UNTIL 07/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR OF FINANCE AND ADMIN
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IRS990/ProgSrvcAccomActy2Grp/Desc0PRESERVATION OF HISTORIC SITES:GRANTS TO SUPPORT PRIORITIES OF THE NATIONAL TRUST AND OTHER PRESERVATION SOCIETIES TO PRESERVE IMPORTANT AND HISTORIC SITES, AND GRANTS TO PRESERVE THE ENVIRONMENT. ALSO INCLUDES FELLOWSHIPS FOR AMERICANS TO STUDY WITH THE NATIONAL TRUST IN THE PRESERVATION OF DECORATIVE OBJECTS AND GARDENS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0MEMBERSHIP:PUBLIC RELATIONS PROGRAM TO MAKE THE GENERAL PUBLIC AWARE OF AND EXPERIENCE THE HISTORIC AND NATURAL SPACES IN ENGLAND, WALES AND NORTHERN IRELAND. FREE ENTRY TO OVER 350 PROPERTIES OF THE NATIONAL TRUST OF ENGLAND, WALES AND NORTHERN IRELAND AND OVER 100 PROPERTIES BELONGING TO THE NATIONAL TRUST FOR SCOTLAND, AND REDUCED ADMISSION PRICE FOR U.S. LECTURES AND TOURS.
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