Charity Review

Issued: May 2016 Expires: May 2018

The Royal Oak Foundation

Accredited Charity
Meets Standards
(212) 480-2889 20 West 44th Street, Suite 606, New York NY 10036
  1. Conclusions
  2. Purpose
  3. Programs
  4. Governance & Staff
  5. Fund Raising
  6. Tax Status
  7. Financial

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


The Royal Oak Foundation 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.

Incorporated: 1973 in 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; reduced admission price for US lectures and tours and National Trust London Partner heritage attractions and museums. 6,900 households were enrolled in membership at the end of 2015.

Education (Lectures and Tours): Events, tours, and lectures on preservation and history of architecture and decorative interiors, houses, and gardens. In 2015, almost 3600 people attended the total of 65 lectures given in 11 cities 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. Full and partial scholarships to the Attingham summer school program which determines eligibility and selection of students. Grants and scholarships totaling $558,650 were made in 2015.

Governance & Staff

Board Chair: Ms. Lynne Rickabaugh, Philanthropist

CEO: Ms. Lori Brittle, Executive Director Compensation:* $37,340 Business Affiliation: The Royal Oak Foundation

Board Size: 30

Staff: 8

* Compensation includes annual salary and, if applicable, benefit plans, expense accounts and other allowances.
Fund Raising
Method(s) used: Direct Mail Appeals Grant Proposals Internet Appeals Planned Giving Arrangements

% of Related Contributions on Fundraising: 18.97%

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.


The following information is based on The Royal Oak Foundation's Audited Financial Statements for the fiscal year ending Wednesday, December 31, 2014.

Source of Funds
Contributions $1,037,563
Membership dues $793,195
Fundraising benefit $232,469
Less: Direct expenses ($70,586)
Educational programs $289,702
Royalty income $38,155
Less: Royalty expenses ($225)
Net investment income $1,040
Increase in cash surrender value of life insurance $1,203
Other income $19,656
Total Income: $2,342,172
Fusion Chart
Program Expenses: $1,759,777
Fundraising Expenses: $391,427
Administrative Expenses: $229,457
Total Expenses: $2,380,661
Income in Excess of Expenses: ($38,489)
Beginning Net Assets: $6,401,441
Ending Net Assets: $6,655,580
Total Liabilities: $64,938
Total Assets: $6,720,518

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Standards Legend

  • Meets Standards IconMeets Standards
  • Standards Not Met IconStandards Not Met
  • Did Not Disclose IconDid Not Disclose
  • Review in Progress IconReview in Progress
  • Unable to Verify IconUnable to Verify

Standard 3: Board Meetings


An organization shall have a minimum of three evenly spaced meetings per year of the full governing body with a majority in attendance, with face-to-face participation. A conference call of the full board can substitute for one of the three meetings of the governing body. For all meetings, alternative modes of participation are acceptable for those with physical disabilities.

The Royal Oak Foundation does not meet meet this standard because:

The organization’s board meetings were not evenly spaced throughout its fiscal year.


Standard 18: Donor Privacy


Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.

The Royal Oak Foundation does not meet meet this standard because:

The charity's website,, does not provide access to the charity's privacy policy..