Civic Intelligence

The Royal Oak Foundation Inc

990 • Fiscal year 2022 • EIN 23-7349380

Jul 01, 2021 to Jun 30, 2022 • Filed on Feb 14, 2023

Organization ProfileWWW.ROYAL-OAK.ORG

View Organization Page

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

(212) 480-2889

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.07x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • NTEE A • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

64th percentile

0.20x

Higher debt load relative to revenue than 64% of similar nonprofits.

2022 filings • NTEE A • $5M-$10M nonprofits • Source year 2022

Net Margin

64th percentile

21%

Higher net margin than 64% of similar nonprofits.

2022 filings • NTEE A • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

83rd percentile

$213,195

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2022 filings • NTEE A • $5M-$10M nonprofits • Source year 2022

Asset Growth

21st percentile

-10%

Faster asset growth than 21% of similar nonprofits.

2022 filings • NTEE A • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

27th percentile

-16%

Faster revenue growth than 27% of similar nonprofits.

2022 filings • NTEE A • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$7,446,621

Down $870,354 (-10%) from 2021

Net Assets

Down

$6,894,657

Down $838,243 (-11%) from 2021

Liabilities

Down

$551,964

Down $32,111 (-5.5%) from 2021

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin64th percentile

Revenue

Down

$2,765,681

Down $536,768 (-16%) from 2021

Expenses

Down

$2,175,188

Down $3,818,266 (-64%) from 2021

Net Income

Up

$590,493

Up $3,281,498 (+122%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$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

2022

Assets$7,446,621
Liabilities$551,964
Net Assets$6,894,657
Open 2022 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$2,765,681
Expenses$2,175,188
Net Income$590,493
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 14, 2023
Return Version
2021v4.2
Gross Receipts
$2,908,297
Mission and Program Overview

Mission

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.

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$7,466,459$6,604,351▼ $862,108
Cash and Non-Interest-Bearing Accounts$189,220$189,055▼ $165
Savings and Temporary Cash Investments$101,806$126,832▲ $25,026
Prepaid Expenses and Deferred Charges$64,905$100,015▲ $35,110
Land, Buildings, and Equipment, Net$87,172$71,193▼ $15,979
Pledges and Grants Receivable$53,444$47,742▼ $5,702
Accounts Receivable$7,500$12,950▲ $5,450
Total Assets$8,316,975$7,446,621▼ $870,354
Other Assets Total$346,469$294,483▼ $51,986
Liabilities
Deferred Revenue$319,932$424,240▲ $104,308
Unsecured Notes Loans Payable$121,055--
Accounts Payable and Accrued Expenses$106,387$90,316▼ $16,071
Other Liabilities$36,701$33,171▼ $3,530
Grants Payable-$4,237-
Total Liabilities$584,075$551,964▼ $32,111
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,998,355$5,327,125▼ $671,230
Net Assets With Donor Restrictions$1,734,545$1,567,532▼ $167,013
Total Net Assets Fund Balance$7,732,900$6,894,657▼ $838,243
Total Liabilities and Net Assets / Fund Balance$8,316,975$7,446,621▼ $870,354

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$65,467$331,939$397,406
Leasehold Improvements$0$60,770$60,770
Equipment$5,726$16,722$22,448

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$200,016-▼ $32,105-$167,911
2020$150,960-▲ $49,056-$200,016
2019$144,763-▲ $6,197-$150,960
2018$127,394-▲ $17,369-$144,763
2017$135,954-▼ $8,560-$127,394
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ian MurrayExecutive DirectorFT$175,000$38,195$213,195
Rob WeinsteinDirector of Finance & AdministrationFT$92,000$14,075$106,075

Board Members and Trustees

NameTitle
Lynne RickabaughChairman
Renee Nichols TuceiVice-chairman
Anne Blackwell ErvinDirector
Constance CincottaDirector
Elise Meslow RyanDirector
Hilary McgradyDirector
Laura TrevelyanDirector
Linda KellyDirector
Michael BoydDirector
Michael BrownDirector
Robert C DaumDirector
Robert Sackville-westDirector
Susan ChapmanDirector
Susan OllilaDirector
Susan SamuelsonDirector
Prof Sir David CannadineSecretary
Lauren BriskyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,211,435
Program Service Revenue
$260,021
Investment Income
$275,560
Other Revenue
$18,665
All Other Contributions
$1,393,509
Change in Net Assets
$590,493

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$37,225Fair Market Value
Total Noncash Contributions4$37,225-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,765,681
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,428,736
Total Revenue per Audited Statements
$1,336,945
Total Revenue per Form 990
$2,765,681
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$817,712
Other Expenses$679,006
Salaries, Compensation, and Employee Benefits$678,470
Total Fundraising Expense$310,911
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$817,712--$817,712
Current Officers, Directors, Trustees, and Key Employees$64,055$127,749$128,110$319,914
Other Salaries and Wages$196,463$8,207$42,276$246,946
Occupancy$70,903$42,495$44,293$157,691
Information Technology-$61,252$2,635$63,887
Other Employee Benefits$34,551$5,943$17,162$57,656
Payroll Taxes$19,760$9,277$12,344$41,381
Fees for Services Other-$20,051$15,120$35,171
Fees for Services Accounting-$33,191-$33,191
Other Expenses$11,563$5,429$7,224$24,216
Depreciation Depletion$9,242$4,340$5,774$19,356
Insurance-$15,786-$15,786
Pension Plan Contributions$9,145$933$2,495$12,573
Office Expenses$5,807$2,726$3,628$12,161
All Other Expenses$2,521$1,183$1,575$5,279
Travel-$3,722-$3,722
Fees for Services Legal-$149-$149
Total Functional Expenses$1,521,844$342,433$310,911$2,175,188

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,175,188
Total Expenses per Audited Statements$2,175,188
Total Expenses per Form 990$2,175,188
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$817,712

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$817,712
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$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
Deferred Rent$33,171
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 composed of officers and chairmen of board committees, and has authority of the board except filling director vacancies, fixing of compensation of directors, and amending by-laws or board resolutions.”

Form 990, Part VI, Section A, Line 2

“Directors linda kelly and pamela hull have a family relationship.”

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
Lauren Brisky
Title
Treasurer
Phone
2124802889
Signed
2023-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ian Murray
Formed
1973
Legal Domicile
Ny
Voting Board Members
17
Independent Board Members
17
Employees
7
Volunteers
17

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 1,275. Change in value of interest in charitable remainder trust -53,261.”

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 1,275. Change in value of interest in charitable remainder trust -53,261.”

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1892000
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF FINANCE & ADMINISTRATION
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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0300000
IRS990/GrossReceiptsAmt02908297
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IRS990/IndependentVotingMemberCnt017
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IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02635
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt061252
IRS990/InformationTechnologyGrp/TotalAmt063887
IRS990/InsuranceGrp/ManagementAndGeneralAmt015786
IRS990/InsuranceGrp/TotalAmt015786
IRS990/InvestmentIncomeGrp/ExclusionAmt0118176
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0118176
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07466459
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06604351
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0409431
IRS990/LandBldgEquipBasisNetGrp/BOYAmt087172
IRS990/LandBldgEquipBasisNetGrp/EOYAmt071193
IRS990/LandBldgEquipCostOrOtherBssAmt0480624
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0142616
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0696871
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt07732900
IRS990/NetAssetsOrFundBalancesEOYAmt06894657
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0157384
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0157384
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1376750
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05998355
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05327125
IRS990/NoncashContributionsAmt037225
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt044293
IRS990/OccupancyGrp/ManagementAndGeneralAmt042495
IRS990/OccupancyGrp/ProgramServicesAmt070903
IRS990/OccupancyGrp/TotalAmt0157691
IRS990/OfficeExpensesGrp/FundraisingAmt03628
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02726
IRS990/OfficeExpensesGrp/ProgramServicesAmt05807
IRS990/OfficeExpensesGrp/TotalAmt012161
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0346469
IRS990/OtherAssetsTotalGrp/EOYAmt0294483
IRS990/OtherChangesInNetAssetsAmt0-51986
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt017162
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05943
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt034551
IRS990/OtherEmployeeBenefitsGrp/TotalAmt057656
IRS990/OtherExpensesGrp/Desc0LECTURES AND TOURS
IRS990/OtherExpensesGrp/Desc1MEMBER SERVICES
IRS990/OtherExpensesGrp/Desc2MISSION RELATED MKTG
IRS990/OtherExpensesGrp/Desc3MERCHANT SERVICE FEES
IRS990/OtherExpensesGrp/FundraisingAmt028275
IRS990/OtherExpensesGrp/FundraisingAmt17224
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05429
IRS990/OtherExpensesGrp/ProgramServicesAmt0179455
IRS990/OtherExpensesGrp/ProgramServicesAmt174831
IRS990/OtherExpensesGrp/ProgramServicesAmt225836
IRS990/OtherExpensesGrp/ProgramServicesAmt311563
IRS990/OtherExpensesGrp/TotalAmt0179455
IRS990/OtherExpensesGrp/TotalAmt174831
IRS990/OtherExpensesGrp/TotalAmt254111
IRS990/OtherExpensesGrp/TotalAmt324216
IRS990/OtherLiabilitiesGrp/BOYAmt036701
IRS990/OtherLiabilitiesGrp/EOYAmt033171
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt07108
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07108
IRS990/OtherRevenueTotalAmt07108
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt042276
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08207
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0196463
IRS990/OtherSalariesAndWagesGrp/TotalAmt0246946
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt012344
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09277
IRS990/PayrollTaxesGrp/ProgramServicesAmt019760
IRS990/PayrollTaxesGrp/TotalAmt041381
IRS990/PensionPlanContributionsGrp/FundraisingAmt02495
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0933
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt09145
IRS990/PensionPlanContributionsGrp/TotalAmt012573
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt053444
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt047742
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt064905
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0100015
IRS990/PrincipalOfficerNm0IAN MURRAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0260021
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0260021
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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0826090
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0817712
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 ADMISSIONPRICE FOR U.S. LECTURES AND TOURS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0290241
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IRS990/PYContributionsGrantsAmt02179720
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04714145
IRS990/PYInvestmentIncomeAmt0888178
IRS990/PYOtherExpensesAmt0530540
IRS990/PYOtherRevenueAmt018271
IRS990/PYProgramServiceRevenueAmt0216280
IRS990/PYRevenuesLessExpensesAmt0-2691005
IRS990/PYSalariesCompEmpBnftPaidAmt0748769
IRS990/PYTotalExpensesAmt05993454
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03302449
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0590493
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0260021
IRS990/RoyaltiesRevenueGrp/ExclusionAmt011557
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt011557
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0101806
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0126832
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02211435
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02179720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02006700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01789522
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02491699

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,446,621
Liabilities
$551,964
Net assets
$6,894,657
Revenue
$2,765,681
Expenses
$2,175,188
Net income
$590,493
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