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Nonprofit · EIN 23-7349380

ROYAL OAK FOUNDATION INC

Tax-exempt · NEW YORK, NY 10036

Financials

$3.2M$2.1M2022$3.4M$2.7M2023$4.9M$4.2M2024
Revenue Expenses · by fiscal year end
Financials of ROYAL OAK FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$4,891,282$4,193,634$697,648$12,260,927$1,170,249$11,090,678
June 30, 2024990$3,447,576$2,694,262$753,314$10,666,774$572,413$10,094,361
June 30, 2023990$3,226,319$2,114,403$1,111,916$9,316,602$761,169$8,555,433
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$3,438,041
Membership dues
$794,981
Program service revenue
$477,183
Investment income
$943,031
Royalties
$20,535
Net gain from sales of assets
$647,800
Other revenue
$33,027

Expenses

Grants and similar amounts paid
$2,327,946
Compensation of officers, directors and key employees
$323,390
Other salaries and wages
$391,109
Salaries, compensation and benefits (total)
$861,694
Professional fundraising fees
$0
Legal fees
$7,304
Accounting fees
$31,112
Occupancy
$148,343
Travel
$10,675
Depreciation
$39,545
Program services (functional)
$3,434,492
Management and general (functional)
$410,142
Fundraising (functional)
$349,000

Balance sheet and other

Total assets, start of year
$10,666,774
Total assets, end of year
$12,260,927
Total liabilities, end of year
$1,170,249
Net assets, end of year
$11,090,678
Land, buildings and equipment
$44,829
Publicly traded securities
$10,117,807
Net assets without donor restrictions
$8,150,962
Net assets with donor restrictions
$2,939,716
Gross receipts
$8,715,146
Employees
10
Volunteers
15
Year formed
1973
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
IAN MURRAYEXECUTIVE DIRECTOR
Officer
35$175,796$23,675
JOSEPH CAIRLDIRECTOR OF FINANCE AND ADMIN
Officer
35$98,613$3,917
MICHAEL BOYDCHAIRMAN
Trustee or director, Officer
3$0$0
ROBERT SACKVILLE-WESTVICE- CHAIRMAN
Trustee or director, Officer
3$0$0
LAUREN BRISKYTREASURER
Trustee or director, Officer
1$0$0
SUSAN CHAPMANSECRETARY
Trustee or director, Officer
1$0$0
SALLIE BAILEYDIRECTOR
Trustee or director
1$0$0
DAVID BEALDIRECTOR
Trustee or director
1$0$0
MICHAEL BROWNDIRECTOR
Trustee or director
1$0$0
SARAH EAMESDIRECTOR
Trustee or director
1$0$0
CONSTANCE CINCOTTADIRECTOR
Trustee or director
1$0$0
ROBERT C DAUMDIRECTOR
Trustee or director
1$0$0
ANNE BLACKWELL ERVINDIRECTOR
Trustee or director
1$0$0
ERIC NILSONDIRECTOR
Trustee or director
1$0$0
GARRETT HARDEE O'NEALDIRECTOR
Trustee or director
1$0$0
6 more people on this return
NameTitleHours / weekCompensation
LYNNE RICKABAUGHDIRECTOR
Trustee or director
1$0
HILLARY MCGRADYDIRECTOR
Trustee or director
1$0
SUSAN SAMUELSONDIRECTOR (UNTIL 11/2024)
Trustee or director
1$0
MADELINE SCHACHTERDIRECTOR (UNTIL 07/2024)
Trustee or director
1$0
LAURA TREVELYANDIRECTOR (UNTIL 07/2024)
Trustee or director
1$0
ELISE MESLOW RYANDIRECTOR (UNTIL 07/2024)
Trustee or director
1$0
990 for the year ended June 30, 2024: 21 people
NameTitleHours / weekCompensationOther / benefits
IAN MURRAYEXECUTIVE DIRECTOR
Officer
35$174,246$16,184
JOSEPH CAIRLDIRECTOR OF FINANCE & ADMIN
Officer
35$24,375$241
MICHAEL BOYDCHAIRMAN
Trustee or director, Officer
3$0$0
ROBERT SACKVILLE-WESTVICE-CHAIRMAN
Trustee or director, Officer
3$0$0
LAUREN BRISKYTREASURER
Trustee or director, Officer
1$0$0
SUSAN CHAPMANSECRETARY
Trustee or director, Officer
1$0$0
SUSAN OLLILA UNTIL 122023SECRETARY
Trustee or director, Officer
1$0$0
MICHAEL BROWNDIRECTOR
Trustee or director
1$0$0
CONSTANCE CINCOTTADIRECTOR
Trustee or director
1$0$0
ROBERT C DAUMDIRECTOR
Trustee or director
1$0$0
SARAH EAMESDIRECTOR
Trustee or director
1$0$0
ANNE BLACKWELL ERVINDIRECTOR
Trustee or director
1$0$0
LINDA KELLY UNTIL 62024DIRECTOR
Trustee or director
1$0$0
HILARY MCGRADYDIRECTOR
Trustee or director
1$0$0
ERIC NILSONDIRECTOR
Trustee or director
1$0$0
GARRETT HARDEE O'NEALDIRECTOR
Trustee or director
1$0$0
ELISE MESLOW RYANDIRECTOR
Trustee or director
1$0$0
SUSAN SAMUELSONDIRECTOR
Trustee or director
1$0$0
LAURA TREVELYANDIRECTOR
Trustee or director
1$0$0
LYNNE RICKABAUGHDIRECTOR
Trustee or director
1$0$0
ROB WEINSTEIN UNTIL 112022DIRECTOR OF FINANCE & ADMINISTRATION
Officer
35$0$0
990 for the year ended June 30, 2023: 21 people
NameTitleHours / weekCompensationOther / benefits
IAN MURRAYEXECUTIVE DIRECTOR
Officer
35$198,896$19,812
ROB WEINSTEIN UNTIL 112022DIRECTOR OF FINANCE & ADMINISTRATION
Officer
35$89,362$14,185
MICHAEL BOYDCHAIRMAN
Trustee or director, Officer
3$0$0
ROBERT SACKVILLE-WESTVICE-CHAIRMAN
Trustee or director, Officer
3$0$0
LAUREN BRISKYTREASURER
Trustee or director, Officer
1$0$0
SUSAN OLLILASECRETARY
Trustee or director, Officer
1$0$0
MICHAEL BROWNDIRECTOR
Trustee or director
1$0$0
SIR DAVID CANNADINEDIRECTOR (UNTIL 9/2022)
Trustee or director
1$0$0
SUSAN CHAPMANDIRECTOR
Trustee or director
1$0$0
CONSTANCE CINCOTTADIRECTOR
Trustee or director
1$0$0
ROBERT C DAUMDIRECTOR (UNTIL 9/2022)
Trustee or director
1$0$0
ANNE BLACKWELL ERVINDIRECTOR (UNTIL 9/2022)
Trustee or director
1$0$0
LINDA KELLYDIRECTOR
Trustee or director
1$0$0
HILARY MCGRADYDIRECTOR
Trustee or director
1$0$0
ERIC NILSONDIRECTOR
Trustee or director
1$0$0
GARRETT HARDEE O'NEALDIRECTOR
Trustee or director
1$0$0
ELISE MESLOW RYANDIRECTOR
Trustee or director
1$0$0
SUSAN SAMUELSONDIRECTOR
Trustee or director
1$0$0
LAURA TREVELYANDIRECTOR
Trustee or director
1$0$0
RENEE NICHOLS TUCEIDIRECTOR (UNTIL 9/2022)
Trustee or director
1$0$0
LYNNE RICKABAUGHDIRECTOR (UNTIL 9/2022)
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
20 W 44TH ST STE 606, NEW YORK, NY 10036-6603
Principal officer (990 for 2024)
IAN MURRAY, 20 WEST 44TH STREET SUITE 606, NEW YORK, NY 100366603
Signed the 990
MICHAEL BOYD, CHAIRMAN
Phone
(212) 480-2889
Return prepared by
LUTZ AND CARR CPAS LLP

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.

990 for the year ended June 30, 2025

Program accomplishments

  • LECTURES & TOURS:EDUCATIONAL SEMINARS, TOURS, AND LECTURES ON PRESERVATION AND HISTORY OF ARCHITECTURE AND DECORATIVE INTERIORS, HOUSES, AND GARDENS. 25 DIGITAL LECTURES AND TOURS AND 13 IN-PERSON LECTURES WERE HELD FROM JULY 2024 - JUNE 2025.
    Expenses $785,329 · revenue $477,183
  • 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.
    Expenses $2,331,589 · grants $2,327,946
  • 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 ADMISSION PRICE FOR U.S. LECTURES AND TOURS.
    Expenses $317,574

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
23-7349380
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1974
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$12,260,927
Income (IRS master file)
$8,715,146

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$4,891,282$4,193,634$12,260,927XML
990June 2024$3,447,576$2,694,262$10,666,774XML
990June 2023$3,226,319$2,114,403$9,316,602XML
990June 2022$2,765,681$2,175,188$7,446,621IRS
990June 2021–––IRS
990June 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7349380).

Questions about ROYAL OAK FOUNDATION INC

What is the EIN of ROYAL OAK FOUNDATION INC?
The employer identification number (EIN) of ROYAL OAK FOUNDATION INC is 23-7349380.
Is ROYAL OAK FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
Are donations to ROYAL OAK FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROYAL OAK FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ROYAL OAK FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROYAL OAK FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of ROYAL OAK FOUNDATION INC?
The 990 for the year ended June 30, 2025 names IAN MURRAY.
Who are the officers and directors of ROYAL OAK FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 21 people; 2 received compensation from the organization, the highest $175,796 (IAN MURRAY, EXECUTIVE DIRECTOR).
How much revenue does ROYAL OAK FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $4,891,282, expenses of $4,193,634 and total assets of $12,260,927 at year end.

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