Arts, Culture, and Humanities

Royal Oak Foundation, Inc.

  • NEW YORK, NY
  • http://www.royal-oak.org

Mission Statement

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

Main Programs

  1. Lectures & Day Tours
  2. Garden Tour
  3. Membership
  4. Grantmaking
  5. Scholarships
Service Areas

Self-reported

International

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. THE FOUNDATION ALSO HAS A COMPREHENSIVE SERIES OF EDUCATIONAL PROGRAMS AND TOURS ENABLING AMERICANS TO LEARN ABOUT BRITISH HISTORY AND PLACES OF HISTORICAL INTEREST.

ruling year

1974

Executive Director

Self-reported

Mr. Sean E Sawyer Ph.D.

Director of Finance & Administration

Self-reported

Ms. Yvonne Raptis

Keywords

Self-reported

nonprofit, National Trust of England, Wales and Northern Ireland, UK historic houses, , UK history, UK landscapes

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EIN

23-7349380

Physical Address

35 WEST 35TH STREET 1200

NEW YORK, 10001 2205

Contact

Cause Area (NTEE Code)

Historical Societies and Related Activities (A80)

Land Resources Conservation (C34)

IRS Filing Requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Programs + Results

How does this organization make a difference?

Overview

Self-reported by organization

Through a comprehensive program of lectures and day tours throughout the USA, and information on travel programs to the UK, The Royal Oak Foundation educates many people about British history, historic houses and gardens, and their preservation. In addition the Foundation fundraises to assist in the preservation of many historically valuable sites in the UK, and gives its members unlimited free access to all sites owned by the National Trust for England, Wales and Northern Ireland.

Programs

Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Program 1

Lectures & Day Tours

More than 80 lectures and tours are held each year throughout the USA enabling Americans to learn about British history, decorative arts, interiors, houses and gardens.

Category

Historic Preservation & Conservation

Population(s) Served

Adults

None

None

Budget

$170,000.00

Program 2

Garden Tour

Once a year members can join a tour to the UK to visit gardens of outstanding beauty and historical significance

Category

None

Population(s) Served

None

None

None

Budget

Program 3

Membership

Membership of the Foundation gives unlimited free access to all National Trust for England, Wales and N. Ireland sites who conserve and protect over 618,000 acres of beautiful countryside - including forests, woods, fens, farmland, downs, moorland and islands - plus 720 miles of coastline. The Trust owns and stewards more than 300 houses, castles and gardens of outstanding interest and historical importance, including many of the world-renowned British country houses.

Category

Historic Preservation & Conservation

Population(s) Served

Adults

None

None

Budget

$679,000.00

Program 4

Grantmaking

The Foundation works in alliance with the National Trust for England, Wales and N. Ireland to conserve houses of historic interest and areas of outstanding natural beauty by raising funds to support this work.

Category

Historic Preservation & Conservation

Population(s) Served

Adults

Children and Youth (infants - 19 years.)

None

Budget

$400,000.00

Program 5

Scholarships

The Foundation supports programs that enable graduate-level students and working professionals to study the historic heritage of England, Wales and N. Ireland through scholarships and fellowships. The Foundation has provided scholarships through The American Friends of Attingham for many years and also organizes a bi-annual research program in the UK through its Damaris Horan prize.

Category

Historic Preservation & Conservation

Population(s) Served

Adults

None

None

Budget

$50,000.00

Charting Impact

Self-reported by organization

Five powerful questions that require reflection about what really matters - results.

  1. What is the organization aiming to accomplish?
    The goals of the Royal Oak Foundation are to enable its members to learn about, experience, and support sites of historic interest and areas of outstanding natural beauty in England, Wales and Northern Ireland.
  2. What are the organization's key strategies for making this happen?
    In order to achieve its goals, the Royal Oak Foundation organizes and promotes educational lectures and day tours throughout the USA, and also promotes tours to the UK. Its members enjoy unlimited free access to all sites owned by the National Trust for England, Wales and Northern Ireland. The Foundation holds annual appeals and fundraising events to support its operations in the USA, and to contribute to the preservation of historically valuable sites and areas of outstanding natural beauty in England, Wales and Northern Ireland. The Foundation follows a strategic plan which is reviewed, discussed and updated several times a year.
  3. What are the organization's capabilities for doing this?
    The Foundation has a dedicated staff and an Executive Director who holds a BA in art history and archeology from Princeton and a Phd in Architectural History from Columbia. The Foundation also has a very involved board comprised of more than 30 dedicated and knowledgeable individuals from various backgrounds including designers, architects, historians and attorneys. The board members regularly attend meetings and programs, travel to the UK with the Foundation, offer invaluable pro-bono advice, and generous financial support. There are 12 active sub-committees of the board which meet four times a year, prior to board meetings. The Finance Committee meets regularly to review the financial health of the organization and work with staff to set an annual operating budget. The Foundation adheres to the annual budget and manages its finances prudently. The Foundation also receives legacies and other planned gifts which have ensured the long-term financial health of the organization, and enabled it to set aside funds for a board-designated endowment out of which annual grants are made to the National Trust of England, Wales and N. Ireland, and for scholarships and fellowships. The Foundation works in partnership with the National Trust for England, Wales and N. Ireland, one of the biggest charities in the world.
  4. How will they know if they are making progress?
    The Royal Oak Foundation tracks its progress by the success and attendance at lectures and tours, the growing number of members, and achieving constantly increasing fundraising and grant-making goals.
  5. What have and haven't they accomplished so far?
    The Royal Oak Foundation has more than 12,000 members residing in every state except Hawaii , and in 2012 held more than 60 lectures and 17 day tours throughout the USA. In 2012/13 the Foundation held its most successful fundraising campaign for a single project ever, raising more than $1 million to refurbish the historic ballroom at Knole, one of the most important, oldest and biggest historic houses in England.
Service Areas

Self-reported

International

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. THE FOUNDATION ALSO HAS A COMPREHENSIVE SERIES OF EDUCATIONAL PROGRAMS AND TOURS ENABLING AMERICANS TO LEARN ABOUT BRITISH HISTORY AND PLACES OF HISTORICAL INTEREST.

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Financials

Financial information is an important part of gauging the short- and long-term health of the organization.

THE ROYAL OAK FOUNDATION INC
Fiscal year: Jan 01-Dec 31
Yes, financials were audited by an independent accountant.

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Operations

The people, governance practices, and partners that make the organization tick.

Royal Oak Foundation, Inc.

Leadership

NEED MORE INFO ON THIS NONPROFIT?

Free: Gain immediate access to the following:
  • Address, phone, website and contact information
  • Forms 990 for 2014, 2013 and 2012
  • Board Chair, Board Co-Chair and Board Members
  • Access to the GuideStar Community
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Executive Director

Mr. Sean E Sawyer Ph.D.

Director of Finance & Administration

Ms. Yvonne Raptis

BIO

Sean Sawyer holds a BA in art history and archeology from Princeton and a Phd in Architectural History from Columbia. He came to Royal Oak in 2010 after three years as the chief administrative officer of the department of History at Columbia, having previously been Executive Director at Wyckoff House in Brooklyn. He has held posts as Adjunct Assistant Professor at Cooper-Hewitt/Parsons, Fordham and Harvard and serves on the board of Dyckman Farmhouse Museum in New York.

STATEMENT FROM THE Executive Director

"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. Established in 1973, Royal Oak has developed a broad base of support across the United States and has produced educational programs designed to increase awareness of the pioneering conservation work of the Trust and the extraordinary character of the places under its stewardship.

Royal Oak’s national program of lectures, the Drue Heinz Lectures, explore the shared cultural heritage of the United States and the United Kingdom and bring renowned scholars and authors to audiences across America. The Foundation also provides scholarships for Americans studying in fields related to the work of the National Trust. Royal Oak membership provides Americans with access to the Trust’s properties and the direct, first-hand experiences of Britain’s cultural heritage and spectacular natural landscapes and coastline.

I invite you to join us on journeys of discovery on both sides of the Atlantic."

Governance

BOARD CHAIR

Mr. Bruce C Perkins

Flather & Perkins

Term: Dec 2012 -

BOARD LEADERSHIP PRACTICES

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices. Self-reported by organization

No

BOARD ORIENTATION & EDUCATION

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?

No

CEO OVERSIGHT

Has the board conducted a formal, written assessment of the chief executive within the past year?

Yes

ETHICS & TRANSPARENCY

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year?

Yes

BOARD COMPOSITION

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?

No

BOARD PERFORMANCE

Has the board conducted a formal, written self-assessment of its performance within the past three years?