2024-02-21T10:15:54-06:00 2023-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2022-07-01 237349380 THE ROYAL OAK FOUNDATION INC ROYA 2124802889 20 WEST 44TH STREET SUITE 606 NEW YORK NY 100366603 MICHAEL BOYD CHAIRMAN 2124802889 2024-02-20 1 MICHAEL BOYD 999009999 0 CHRIS BELLANDO P00541714 2126972299 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z IAN MURRAY 20 WEST 44TH STREET SUITE 606 NEW YORK NY 100366603 3302532 0 X WWW.ROYAL-OAK.ORG X 1973 NY 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. 19 19 8 19 0 0 2211435 2630263 260021 431660 275560 154418 18665 9978 2765681 3226319 817712 464371 0 0 678470 777113 0 0 358275 679006 872919 2175188 2114403 590493 1111916 7446621 9316602 551964 761169 6894657 8555433 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. 0 0 683552 431660 LECTURES & TOURS:EDUCATIONAL SEMINARS, TOURS, AND LECTURES ON PRESERVATION AND HISTORY OF ARCHITECTURE AND DECORATIVE INTERIORS, HOUSES, AND GARDENS. 29 DIGITAL LECTURES AND TOURS AND 22 IN-PERSON LECTURES WERE HELD FROM JULY 2022 - JUNE 2023. 473596 464371 PRESERVATION 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. 317181 MEMBERSHIP: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. 1474329 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 1 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY IL X X X ORGANIZATION 2124802889 20 WEST 44TH STREET SUITE 606 NEW YORK NY 100366603 MICHAEL BOYD CHAIRMAN 3.00 X X 0 0 0 ROBERT SACKVILLE-WEST VICE-CHAIRMAN 3.00 X X 0 0 0 LAUREN BRISKY TREASURER 1.00 X X 0 0 0 SUSAN OLLILA SECRETARY 1.00 X X 0 0 0 MICHAEL BROWN DIRECTOR 1.00 X 0 0 0 SIR DAVID CANNADINE DIRECTOR (UNTIL 9/2022) 1.00 X 0 0 0 SUSAN CHAPMAN DIRECTOR 1.00 X 0 0 0 CONSTANCE CINCOTTA DIRECTOR 1.00 X 0 0 0 ROBERT C DAUM DIRECTOR (UNTIL 9/2022) 1.00 X 0 0 0 ANNE BLACKWELL ERVIN DIRECTOR (UNTIL 9/2022) 1.00 X 0 0 0 LINDA KELLY DIRECTOR 1.00 X 0 0 0 HILARY MCGRADY DIRECTOR 1.00 X 0 0 0 ERIC NILSON DIRECTOR 1.00 X 0 0 0 GARRETT HARDEE O'NEAL DIRECTOR 1.00 X 0 0 0 ELISE MESLOW RYAN DIRECTOR 1.00 X 0 0 0 SUSAN SAMUELSON DIRECTOR 1.00 X 0 0 0 LAURA TREVELYAN DIRECTOR 1.00 X 0 0 0 RENEE NICHOLS TUCEI DIRECTOR (UNTIL 9/2022) 1.00 X 0 0 0 LYNNE RICKABAUGH DIRECTOR (UNTIL 9/2022) 1.00 X 0 0 0 IAN MURRAY EXECUTIVE DIRECTOR 35.00 X 198896 0 19812 ROB WEINSTEIN UNTIL 112022 DIRECTOR OF FINANCE & ADMINISTRATION 35.00 X 89362 0 14185 288258 0 33997 1 0 1 0 0 797237 140204 1692822 2630263 EDUCATIONAL PROGRAMS 611710 431660 431660 431660 156791 156791 9949 9949 50937 53310 -2373 -2373 -2373 22903 140204 22903 0 MISCELLANEOUS 900099 29 29 29 3226319 431660 0 164396 464371 464371 319913 166418 49660 103835 332597 173017 51629 107951 8490 4416 1318 2756 72341 37631 11230 23480 43772 22770 6795 14207 596 596 21160 21160 4568 4568 13172 6851 2045 4276 67848 65015 2833 157294 77241 31859 48194 7152 7152 29085 15129 4515 9441 18094 18094 LECTURES AND TOURS 369069 369069 MEMBER SERVICES 83015 83015 MISSION RELATED MKTG 48963 34202 0 14761 MERCHANT SERVICE FEES 33337 17342 5175 10820 19566 2857 988 15721 2114403 1474329 281799 358275 189055 92751 126832 201868 47742 383742 12950 22565 100015 104301 270156 228048 71193 42108 6604351 7910701 294483 558566 7446621 9316602 90316 58270 4237 6208 424240 419122 33171 277569 551964 761169 X 5327125 6806416 1567532 1749017 6894657 8555433 7446621 9316602 X 1111916 537265 11595 X 0 1 X 1 0 X 1789522 2006700 2179720 2211435 2630263 10817640 1789522 2006700 2179720 2211435 2630263 10817640 1184025 9633615 87028 199408 150763 129733 166740 733672 4939 1021 7108 29 13097 11564409 1419825 0.83300 0.82020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 167911 5000 23402 196313 200016 -32105 167911 150960 49056 200016 144763 6197 150960 127394 17369 144763 0.57998 0.42002 0 0 60770 60770 0 19253 15848 3405 190133 151430 38703 42108 CHARITABLE REMAINDER TRUSTS RECEIVABLE 239818 SECURITY DEPOSIT 20276 CASH SURRENDER VALUE 45984 OPERATING LEASE RIGHT-OF-USE ASSET 252488 558566 OPERATING LEASE LIABILITY 277569 277569 3775179 537265 11595 548860 3226319 0 3226319 2114403 0 2114403 0 2114403 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 1,251. CHANGE IN VALUE OF INTEREST IN CHARITABLE REMAINDER TRUST 10,344. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANT MAKING 464371 0 0 0 0 0 0 464371 0 464371 EUROPE (INCLUDING ICELAND AND GREENLAND) CONSERVATION & PRESERVATION 407168 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) CONSERVATION & PRESERVATION 8663 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) CONSERVATION & PRESERVATION 35040 WIRE 0 EUROPE (INCLUDING ICELAND AND GREENLAND) CONSERVATION & PRESERVATION 13500 WIRE 0 4 0 0 0 0 0 0 0 PART I, LINE 2: IT IS THE POLICY OF THE ROYAL OAK FOUNDATION BOARD OF DIRECTORS TO REQUIRE ORGANIZATIONS SEEKING GRANTS FROM THE FOUNDATION TO DO SO IN WRITING, IDENTIFYING NEED FOR SUCH GRANTS, AND SPECIFYING THE USE TO WHICH THE GRANT WILL BE PUT. A THOROUGH EXAMINATION OF THE PROJECT FOR WHICH THE GRANT IS SOUGHT IS THEN UNDERTAKEN BY THE BOARD'S FINANCE COMMITTEE, AND ANY FURTHER INFORMATION WHICH THE BOARD DEEMS RELEVANT IS OBTAINED FROM THE APPLICANT BEFORE A DECISION IS MADE. IF THE BOARD ULTIMATELY DECIDES TO SUPPORT A PROJECT, A GRANT WILL BE MADE ON CONDITION THAT THE RECIPIENT AGREES TO USE THE GRANT SOLELY FOR THE PURPOSES SET FORTH IN THE TERMS OF THE GRANT AND ON THE FURTHER CONDITION THAT IT AGREES TO RENDER AN ACCOUNTING TO THE FOUNDATION WITHIN A REASONABLE TIME DETAILING HOW THE FUNDS WERE ACTUALLY SPENT. THE RECIPIENT WILL ALSO BE REQUIRED TO AGREE TO RETURN THE GRANT TO THE FOUNDATION IF IT IS UNABLE TO COMPLY WITH THE CONDITIONS SET FORTH THEREIN. THE LAWS OF THE STATE OF NEW YORK AND OF THE UNITED STATES OF AMERICA GOVERN THE GRANT. PART III ACCOUNTING METHOD: COLONY CLUB 163107 140204 22903 22903 163107 140204 22903 22903 22903 0 X 0 0 0 0 0 0 0 0 0 IAN MURRAY EXECUTIVE DIRECTOR 173896 0 25000 0 0 0 7900 0 11912 0 218708 0 0 0 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 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. FORM 990, PART XI, LINE 9: INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 1,251. CHANGE IN VALUE OF INTEREST IN CHARITABLE REMAINDER TRUST 10,344.