Annual Report 2015 · Heritage Circle UK Study Day 4 Programs and Lectures 5 Scholarships6 SUPPORT...

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Annual Report 2015 THE ROYAL OAK FOUNDATION

Transcript of Annual Report 2015 · Heritage Circle UK Study Day 4 Programs and Lectures 5 Scholarships6 SUPPORT...

Page 1: Annual Report 2015 · Heritage Circle UK Study Day 4 Programs and Lectures 5 Scholarships6 SUPPORT Grants to National Trust Properties 7-8 Financial Summary 9-10 2015 National Trust

Annual Report 2015

THE ROYAL OAK FOUNDATION

Page 2: Annual Report 2015 · Heritage Circle UK Study Day 4 Programs and Lectures 5 Scholarships6 SUPPORT Grants to National Trust Properties 7-8 Financial Summary 9-10 2015 National Trust

Table of Contents

Letter from the Chairman and the Executive Director 2

EXPERIENCE & LEARN

Membership 3

Heritage Circle UK Study Day 4

Programs and Lectures 5

Scholarships 6

SUPPORT

Grants to National Trust Properties 7-8

Financial Summary 9-10

2015 National Trust Appeal 11

2015 National Trust Appeal Donors 12-13

Royal Oak Foundation Annual Donors 14-16

Legacy Circle 17

Timeless Design Gala Benefit 18

Members 19-20

BOARD OF DIRECTORS & STAFF 22

AN N UAL R E P O RT 2 01 5

Our MissionThe 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.

royal-oak.org

Page 3: Annual Report 2015 · Heritage Circle UK Study Day 4 Programs and Lectures 5 Scholarships6 SUPPORT Grants to National Trust Properties 7-8 Financial Summary 9-10 2015 National Trust

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royal-oak.org

AN N UAL R E P O RT 2 01 5

THE ROYAL OAK FOUNDATIONAmericans in Alliance with the National Trust of England, Wales and Northern Ireland

September 2016 Dear Royal Oak Community: On behalf of the Royal Oak Board of Directors and staff, we express our continued gratitude to you, our loyal community of members, donors and friends, who help sustain the Foundation’s mission to support the National Trust of England, Wales and Northern Ireland. Together, we preserve British history and landscapes and encourage experiences that teach and inspire. It is with pleasure that we present to you the 2015 Annual Report and share highlights from a very full and busy year. We marked our 42nd year as an American affiliate of the National Trust in 2015. Having embarked on a number of changes – from new office space and staff to new programmatic initiatives, we have stayed true to our mission to inspire Americans to learn about, experience, and support places of great historic and natural significance in the UK. While honoring our past, we endeavor to better serve our Anglophile community in the United States. Our 2015 Appeal for the National Trust’s Furniture Research and Publication Project allowed the Trust to grow their staff and appoint Dr. Wolf Burchard as the Royal Oak Paul Mellon Curator of Furniture Research. The 2015 Appeal also enabled a grant to the National Trust that will enhance catalogue entries for all furniture objects across the Trust’s collection making it accessible by researchers, curators and the curious all over the world. Additionally, this project will provide research and photography for a definitive new book, Furniture in National Trust Houses, by the Trust’s celebrated Curator of Furniture, Christopher Rowell. Central to our mission is membership. Through Royal Oak membership, not only do you gain access to the National Trust’s 500 properties, you provide critical financial support for art and antiquities conservation, furniture restoration, academic scholarship and scientific research. In addition, you protect beautiful wild and cultivated landscapes and help develop enriching cultural heritage exhibitions and education programs. As you review this Annual Report, we encourage you to reflect with us on a formative year of change – a year of successes and challenges – and a reminder for us at Royal Oak, we could not do our work without you. Respectfully, Lynne Rickabaugh Lori Brittle Chairman Executive Director

Page 4: Annual Report 2015 · Heritage Circle UK Study Day 4 Programs and Lectures 5 Scholarships6 SUPPORT Grants to National Trust Properties 7-8 Financial Summary 9-10 2015 National Trust

EXPERIENCE & LEARN | Membership

In 2015 we looked more closely at membership retention, and our main focus is continuing to highlight the benefits of being part of our community of history, nature, and preservation enthusiasts. As an investment in our future, a number of Royal Oak Board Members sponsor student memberships at their alma maters for students spending a semester abroad in the UK, so that they might experience the National Trust during their stay.

MEMBERSHIP LOYALTY

Membership Years Number of Households

5-9 907 10-14 611 15-19 510 20-24 357 25-29 413 30+ 2

ANNUAL REPORT 2015

Royal Oak is supported by a steady group of approximately 7,000 members. Members provide important support for our operations, and the fees are fully tax-deductible contributions. We want to help keep our members in touch with what they loved about their visit to the UK and give them ideas for their next trip, whenever that might be. We encourage all members to visit our social media feeds including the blog on our website, Facebook, Instagram, Twitter, and Pinterest. Join our community of enthusiastic Anglophiles!

royal-oak.org

EXPERIENCE & LEARN | 3

Page 5: Annual Report 2015 · Heritage Circle UK Study Day 4 Programs and Lectures 5 Scholarships6 SUPPORT Grants to National Trust Properties 7-8 Financial Summary 9-10 2015 National Trust

EXPERIENCE & LEARN | Heritage Circle UK Study DayThere are various categories of membership ranging from Student & Young Professional to our upper level Heritage Circle memberships. Our Heritage Circle supporters continue to grow, as has our special access offerings for these members.

For instance in 2015, we had our first London Study Day for Heritage Circle members focused on the work of Robert Adam. It was fully subscribed and encouraged a number of people to join or upgrade their memberships.

ANNUAL REPORT 2015

royal-oak.org

EXPERIENCE & LEARN | 4

Page 6: Annual Report 2015 · Heritage Circle UK Study Day 4 Programs and Lectures 5 Scholarships6 SUPPORT Grants to National Trust Properties 7-8 Financial Summary 9-10 2015 National Trust

EXPERIENCE & LEARN | Drue Heinz Lecture Series & Royal Oak Programs

ANNUAL REPORT 2015

For over 25 years, Royal Oak has offered public lecture programs. Royal Oak’s programming has brought some of Britain’s most respected scholars and curators to lecture to audiences across the United States. The lectures highlight significant scholarship and academic research on a wide range of topics regarding British history, architecture and design, decorative arts, and fine arts. With lead funding from the Drue Heinz Trust since 1992, Royal Oak has planned and executed over 1,000 lectures by 200 speakers in 66 U.S. cities.

In 2015 almost 3,600 people attended the total of 65 lectures given in 11 cities during our Spring and Fall program seasons.Highlights of 2015 included Dr. Tracy Borman’s lectures about Thomas Cromwell based on new material in her book, Thomas Cromwell: The Untold Story of Henry VIII’s Most Faithful Servant; the lectures of the Duke of Wellington on the bicentennial of the Battle of Waterloo and the family legacy of Apsley House and Stratfield Saye; and the lectures of Nicholas Ashley-Cooper, 12th Earl of Shaftesbury, relating to ongoing restoration of his family’s seat, St. Giles in Dorset. We presented two fascinating talks involving the Churchills: Dr. Michael Shelden spoke about Sir. Winston’s early life, the subject of his work, Young Titan: The making of Winston Churchill, and Sonia Parnell reviewed the findings of her new book First Lady: The Life and Wars of Clementine Churchill.

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EXPERIENCE & LEARN | 5

Page 7: Annual Report 2015 · Heritage Circle UK Study Day 4 Programs and Lectures 5 Scholarships6 SUPPORT Grants to National Trust Properties 7-8 Financial Summary 9-10 2015 National Trust

ATTINGHAM SUMMER SCHOOL SCHOLARSHIPS

ANNUAL REPORT 2015

Royal Oak awarded $30,000 to the American Friends of Attingham in support of full and partial scholarships for Americans participating in the 2015 Attingham Summer School.

Since its inception in 1952, the Attingham Summer School has hosted numerous American scholars, curators, architects and designers, acquainting them with the architectural and social history of the English country house over several centuries. Royal Oak’s support of over $555,000 to date has enabled over 153 Americans to participate in this program.

royal-oak.org

DAMARIS HORAN PRIZE FOR LANDSCAPE ARCHITECTUREThe Damaris Horan Prize is a biennial residential fellowship with the Trust focused on landscape history and horticulture. Established by The Mudge Foundation and named for Royal Oak’s Executive Director from 1987 to 2003, the Horan Prize provides training and educational opportunities for individuals with a professional interest in the history, management and conservation of historic landscapes and gardens.

The 2015 Damaris Horan Prize was awarded to Justin Kegley of Pearl River, New York. Kegley’s project used cutting-edge drone photography to document Lancelot “Capability” Brown landscapes protected by the National Trust. The footage will ultimately be used in conjunction with the Trust’s development of programs to celebrate the tercentennial of Brown’s birth in 2016.

EXPERIENCE & LEARN | Royal Oak Scholarship Funds

EXPERIENCE & LEARN | 6

Page 8: Annual Report 2015 · Heritage Circle UK Study Day 4 Programs and Lectures 5 Scholarships6 SUPPORT Grants to National Trust Properties 7-8 Financial Summary 9-10 2015 National Trust

575 WANDSWORTH ROADEndowment for educational facility (2010) Architectural conservation (2011)

A LA RONDERepairs to roof and chimney (1992) ASHRIDGE ESTATERestoration of the Icehouse (1976) AVEBURYPurchase of West Kennet Farm (1990-1)Endowment (2006) BARRINGTON COURTEndowment (2005) BELTON HOUSEAcquisition of cabinet, 2 stands and coffer (1984) BIDDULPH GRANGERestoration & conservation of gardens (1986-88)Restoration of Chinese House (1990) BLICKLING ESTATERestoration of Peter the Great Room (1986) Restoration of Document Room (1990)Gardeners’ Apprenticeship (2006)Library (2013) BUCKLAND ABBEYGeneral restoration (1988)Building repair (1989) CALKE ABBEYGeneral restoration (1985)Renovation of interiors (1986)Garden restoration (1988) CANONS ASHBYGeneral restoration (1982) CASTLE COOLERestoration of Regency curtains (2007) CASTLE DROGOPurchase of 5 tapestries (1983)Restoration of roof, walls and windows (2010) CASTLE WARDWardrobe (2007) CHERRYBURNCataloging of Bewick Manuscripts (2007)

CHIRK CASTLEBedroom restoration (1990) Gate restoration (1993)Purchase of hall chairs (2006)

CLANDONConservation of a large-scale painting (2014)

CLOUDS HILLConstruction of security system (1979) CRAGSIDERestoration of greenhouses (2000) CROM ESTATEPlanting trees (1992) CROOME COURTPark restoration (2008)Restoration of sash window door (2009) Restoration of newly acquired house (2010) DUDMASTONRestoration of "The Dingle" (1983)

DYRHAM PARKFacsimile of Blathwayt Atlas (1981) Restoration of festoon curtains (1984)Acquisition of Cornelis de Heem painting (2014)Roof repair and conservation (2014)

FOUNTAINS ABBEY & STUDLEY ROYALMaintenance and restoration of lakes (1984)General restoration and conservation (1985, 1987, 1988, 2003) GIANT’S CAUSEWAYCreation of visitor facilities, interpretation, paths (2010)

GODOLPHINLong-term restoration of castle and gardens (2007) GREAT CHALFIELD MANORConstruction of display case Tropnell's Cartulary (2007)Acquisition of furnishings & books original to house (2012-13) GREENWAYCataloging and conservation of collections (2007)General restoration and conservation (2007-09) HADRIAN'S WALLPurchase of East Bogg Farm (1978) HAM HOUSE AND GARDENConservation of 17th-century wall hangings in the Queen’s Antechamber (2012)

HARDWICK HALLEndowment (1986)Restoration & conservation of Gideon tapestries (2007-10)

HATCHLANDS PARKMaintenance of Cobbe Collection of historic musical instruments (1994) Restoration of piano (2004) HIDCOTE MANOR GARDENEndowment (2002, 2005, 2006)Restoration of gardens (2003, 2007-11) HILL TOPConservation of needlepoint (1991) ICKWORTHRecreation of dining room silver display (2010) IGHTHAM MOTEPublic access (1984)Endowments for continued restoration and preservation (1985, 1996-7, 2006)Structural repairs and building restoration (1981-2, 1987, 1990, 2007) KEDLESTON HALLCollections purchasing (1987-88) General endowment (1987-88)Building repair (1989)State Bed (2012) KINGSTON LACYPurchase of pair of W.J. Bankes watercolors (2014)

KNIGHTSHAYES COURTPurchase of chandelier (1982)Plant conservation program (2006) Horan Prize – Betsy Anderson (2007)General endowment (2009) KNOLERestoration of State Coach (1983)General fund (2004)Conservation of Ballroom (2012-14) LAMB HOUSERecreation of Henry James' study (1985)General fund (1987-88)

LANHYDROCKHoran Prize – Megan Blumstein (2012)

LLYNDY ISAF FARMFarm purchase in honor of the Royal Wedding (2011)Restoration of public footpath (2011)

LYME PARKPurchase of library furniture (1981) Tapestry restoration (2000) MONK'S HOUSERestoration of shed and greenhouse (1982)Purchase of Virginia Woolf's writing table (1983)General fund (1979, 1988) MOUNT STEWARTRestoration of stained glass windows (2007)Horan Prize – Stephanie Bryan (2012)Garden Restoration (2013)Purchase of library collection (2013-14)Conservation West Wing bedrooms/bathrooms (2014)Redecoration of items in West Suite (2014) NOSTELL PRIORY STABLESConservation of stables (2008)Purchase of Hongs Bowl (2008) NUFFIELD COURTGeneral fund (2012)

NYMANS GARDENHoran Prize – Phyllis Odessey (2010)Acquisition/shipping of Oliver Messel painting (2014) OAKHURST COTTAGEStructural repairs (1984) PENRHYN CASTLERegrain ceilings (1990) Roof repair (1993) PLAS NEWYDDGeneral fund (2009) POWIS CASTLEClive Museum (1985-6)General fund (1987) QUARRY BANK MILLRestoration of water wheel (1981) Reconstruction of Apprentice House (1985)General maintenance (2014) SANDHAM MEMORIAL CHAPELRestoration of Stanley Spencer murals (1999) SEATON DELAVAL HALLPreservation of the house (2010, 2013, 2014)General fund (2011-12, 2014) SHEFFIELD PARK GARDENRestoration in honor of the Queen Mother (2001) SHUGBOROUGH ESTATERestoration of the Tower of the Winds (1986) SISSINGHURST CASTLE GARDENGarden conservation (2011)Recruitment recognition (2014) SNOWDONIA NATIONAL PARKLand acquisition (1998)Tree planting in honor of Fiona Reynolds (2012) STANDENPurchase of William Morris furniture, carpet andtapestries (1982) STOWE LANDSCAPE GARDENSTree planting (1992) Restoration of Chinese House (1996)Recreation of route from New Inn to Bellgate Dr. (2009)Horan Prize – Henry Horatio Joyce (2010) STUDLAND BEACH AND NATURE RESERVEConservation of dinosaur prints (1997)

TATTON PARKConservation of architectural drawings (2008)

TEXTILE CONSERVATION STUDIOGeneral fund (2010)

Property-Specific Grants to the National Trust of England, Wales & Northern Ireland 41 Years of Giving

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TY MAWR WYBRNANTRestoration of furnishings (1987)Reconstruction of stone footbridge (1987)Farmhouse restoration (1988) TYNTESFIELDRestoration of house (2002)General fund (2005)Horan Prize – Christina Selvek (2005) WADDESDON MANORGeneral fund (2000) Grant for educational programs (2009) WALLINGTONPurchase of 5 late-18th-century chairs (1979)Conservation of Stable Tower (1983) WASHINGTON OLD HALLRenovation of Lodge (1978) Repair of lead eagles (1985) Structural repairs (1989)Furniture acquisition (1976, 1980) Display collection (1980)Endowment fund (1984, 1989) WEST WYCOMBERepair of lead lions (1981) WESTBURY COURT GARDENRepair of urn and pineapple piers (1984) WHITE CLIFFS OF DOVERSignage for footpaths (2012)New footpath development and maintenance (2013) WIMPOLE ESTATERestoration of South Grand Avenue (1981)Purchase of 100 lime trees (1984)

WIMPOLE HOME FARMConstruction of goat shed (1984)

COUNTRYSIDE & COASTLINE

CORNWALL COASTAL WALKEndowment (1996, 2009) Landscape and coastal conservation (2011, 2013) LAKE DISTRICTEndowment (1987, 1999, 2002)Landscape conservation (1986, 1988, 2010)Restoration of wall at Watendlath (2013)Maintenance of traditional stonework (2014)Land acquisition (2014) NEPTUNE COASTLINE CAMPAIGNProperty acquisition (1982, 1984-88)Endowment (1999-2000, 2004-05, 2014) PEAK DISTRICTMoorland restoration (2010) WALESEndowment to the Fund for Wales (1994, 2006)Gardeners Training (2013)

EDUCATION & LIBRARIES

COUNTRY HOUSE LIBRARIESEndowment (1996-2000, 2002, 2006-2012) MINERVA CAMPAIGNEducation (1996-98)

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New ConstructionGarden Conservation & ScholarshipsLandscape & Coastal ConservationEndowment & General Support

Property AcquisitionAcquisition & Conservationof Fine & Decorative Arts & LibrariesArchitectural Conservation

P

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Page 9: Annual Report 2015 · Heritage Circle UK Study Day 4 Programs and Lectures 5 Scholarships6 SUPPORT Grants to National Trust Properties 7-8 Financial Summary 9-10 2015 National Trust

575 WANDSWORTH ROADEndowment for educational facility (2010) Architectural conservation (2011)

A LA RONDERepairs to roof and chimney (1992) ASHRIDGE ESTATERestoration of the Icehouse (1976) AVEBURYPurchase of West Kennet Farm (1990-1)Endowment (2006) BARRINGTON COURTEndowment (2005) BELTON HOUSEAcquisition of cabinet, 2 stands and coffer (1984) BIDDULPH GRANGERestoration & conservation of gardens (1986-88)Restoration of Chinese House (1990) BLICKLING ESTATERestoration of Peter the Great Room (1986) Restoration of Document Room (1990)Gardeners’ Apprenticeship (2006)Library (2013) BUCKLAND ABBEYGeneral restoration (1988)Building repair (1989) CALKE ABBEYGeneral restoration (1985)Renovation of interiors (1986)Garden restoration (1988) CANONS ASHBYGeneral restoration (1982) CASTLE COOLERestoration of Regency curtains (2007) CASTLE DROGOPurchase of 5 tapestries (1983)Restoration of roof, walls and windows (2010) CASTLE WARDWardrobe (2007) CHERRYBURNCataloging of Bewick Manuscripts (2007)

CHIRK CASTLEBedroom restoration (1990) Gate restoration (1993)Purchase of hall chairs (2006)

CLANDONConservation of a large-scale painting (2014)

CLOUDS HILLConstruction of security system (1979) CRAGSIDERestoration of greenhouses (2000) CROM ESTATEPlanting trees (1992) CROOME COURTPark restoration (2008)Restoration of sash window door (2009) Restoration of newly acquired house (2010) DUDMASTONRestoration of "The Dingle" (1983)

DYRHAM PARKFacsimile of Blathwayt Atlas (1981) Restoration of festoon curtains (1984)Acquisition of Cornelis de Heem painting (2014)Roof repair and conservation (2014)

FOUNTAINS ABBEY & STUDLEY ROYALMaintenance and restoration of lakes (1984)General restoration and conservation (1985, 1987, 1988, 2003) GIANT’S CAUSEWAYCreation of visitor facilities, interpretation, paths (2010)

GODOLPHINLong-term restoration of castle and gardens (2007) GREAT CHALFIELD MANORConstruction of display case Tropnell's Cartulary (2007)Acquisition of furnishings & books original to house (2012-13) GREENWAYCataloging and conservation of collections (2007)General restoration and conservation (2007-09) HADRIAN'S WALLPurchase of East Bogg Farm (1978) HAM HOUSE AND GARDENConservation of 17th-century wall hangings in the Queen’s Antechamber (2012)

HARDWICK HALLEndowment (1986)Restoration & conservation of Gideon tapestries (2007-10)

HATCHLANDS PARKMaintenance of Cobbe Collection of historic musical instruments (1994) Restoration of piano (2004) HIDCOTE MANOR GARDENEndowment (2002, 2005, 2006)Restoration of gardens (2003, 2007-11) HILL TOPConservation of needlepoint (1991) ICKWORTHRecreation of dining room silver display (2010) IGHTHAM MOTEPublic access (1984)Endowments for continued restoration and preservation (1985, 1996-7, 2006)Structural repairs and building restoration (1981-2, 1987, 1990, 2007) KEDLESTON HALLCollections purchasing (1987-88) General endowment (1987-88)Building repair (1989)State Bed (2012) KINGSTON LACYPurchase of pair of W.J. Bankes watercolors (2014)

KNIGHTSHAYES COURTPurchase of chandelier (1982)Plant conservation program (2006) Horan Prize – Betsy Anderson (2007)General endowment (2009) KNOLERestoration of State Coach (1983)General fund (2004)Conservation of Ballroom (2012-14) LAMB HOUSERecreation of Henry James' study (1985)General fund (1987-88)

LANHYDROCKHoran Prize – Megan Blumstein (2012)

LLYNDY ISAF FARMFarm purchase in honor of the Royal Wedding (2011)Restoration of public footpath (2011)

LYME PARKPurchase of library furniture (1981) Tapestry restoration (2000) MONK'S HOUSERestoration of shed and greenhouse (1982)Purchase of Virginia Woolf's writing table (1983)General fund (1979, 1988) MOUNT STEWARTRestoration of stained glass windows (2007)Horan Prize – Stephanie Bryan (2012)Garden Restoration (2013)Purchase of library collection (2013-14)Conservation West Wing bedrooms/bathrooms (2014)Redecoration of items in West Suite (2014) NOSTELL PRIORY STABLESConservation of stables (2008)Purchase of Hongs Bowl (2008) NUFFIELD COURTGeneral fund (2012)

NYMANS GARDENHoran Prize – Phyllis Odessey (2010)Acquisition/shipping of Oliver Messel painting (2014) OAKHURST COTTAGEStructural repairs (1984) PENRHYN CASTLERegrain ceilings (1990) Roof repair (1993) PLAS NEWYDDGeneral fund (2009) POWIS CASTLEClive Museum (1985-6)General fund (1987) QUARRY BANK MILLRestoration of water wheel (1981) Reconstruction of Apprentice House (1985)General maintenance (2014) SANDHAM MEMORIAL CHAPELRestoration of Stanley Spencer murals (1999) SEATON DELAVAL HALLPreservation of the house (2010, 2013, 2014)General fund (2011-12, 2014) SHEFFIELD PARK GARDENRestoration in honor of the Queen Mother (2001) SHUGBOROUGH ESTATERestoration of the Tower of the Winds (1986) SISSINGHURST CASTLE GARDENGarden conservation (2011)Recruitment recognition (2014) SNOWDONIA NATIONAL PARKLand acquisition (1998)Tree planting in honor of Fiona Reynolds (2012) STANDENPurchase of William Morris furniture, carpet andtapestries (1982) STOWE LANDSCAPE GARDENSTree planting (1992) Restoration of Chinese House (1996)Recreation of route from New Inn to Bellgate Dr. (2009)Horan Prize – Henry Horatio Joyce (2010) STUDLAND BEACH AND NATURE RESERVEConservation of dinosaur prints (1997)

TATTON PARKConservation of architectural drawings (2008)

TEXTILE CONSERVATION STUDIOGeneral fund (2010)

Property-Specific Grants to the National Trust of England, Wales & Northern Ireland 41 Years of Giving

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5

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6

18

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TY MAWR WYBRNANTRestoration of furnishings (1987)Reconstruction of stone footbridge (1987)Farmhouse restoration (1988) TYNTESFIELDRestoration of house (2002)General fund (2005)Horan Prize – Christina Selvek (2005) WADDESDON MANORGeneral fund (2000) Grant for educational programs (2009) WALLINGTONPurchase of 5 late-18th-century chairs (1979)Conservation of Stable Tower (1983) WASHINGTON OLD HALLRenovation of Lodge (1978) Repair of lead eagles (1985) Structural repairs (1989)Furniture acquisition (1976, 1980) Display collection (1980)Endowment fund (1984, 1989) WEST WYCOMBERepair of lead lions (1981) WESTBURY COURT GARDENRepair of urn and pineapple piers (1984) WHITE CLIFFS OF DOVERSignage for footpaths (2012)New footpath development and maintenance (2013) WIMPOLE ESTATERestoration of South Grand Avenue (1981)Purchase of 100 lime trees (1984)

WIMPOLE HOME FARMConstruction of goat shed (1984)

COUNTRYSIDE & COASTLINE

CORNWALL COASTAL WALKEndowment (1996, 2009) Landscape and coastal conservation (2011, 2013) LAKE DISTRICTEndowment (1987, 1999, 2002)Landscape conservation (1986, 1988, 2010)Restoration of wall at Watendlath (2013)Maintenance of traditional stonework (2014)Land acquisition (2014) NEPTUNE COASTLINE CAMPAIGNProperty acquisition (1982, 1984-88)Endowment (1999-2000, 2004-05, 2014) PEAK DISTRICTMoorland restoration (2010) WALESEndowment to the Fund for Wales (1994, 2006)Gardeners Training (2013)

EDUCATION & LIBRARIES

COUNTRY HOUSE LIBRARIESEndowment (1996-2000, 2002, 2006-2012) MINERVA CAMPAIGNEducation (1996-98)

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New ConstructionGarden Conservation & ScholarshipsLandscape & Coastal ConservationEndowment & General Support

Property AcquisitionAcquisition & Conservationof Fine & Decorative Arts & LibrariesArchitectural Conservation

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Page 10: Annual Report 2015 · Heritage Circle UK Study Day 4 Programs and Lectures 5 Scholarships6 SUPPORT Grants to National Trust Properties 7-8 Financial Summary 9-10 2015 National Trust

FINANCIAL SUMMARY | 9ANNUAL REPORT 2015

Support and Revenue

Expenses

Contributions

Membership dues

Special events, net of direct expenses

Educational programs

Royalty income

Grants and scholarships

Membership

Programs

Management and general

Fundraising

royal-oak.org

37%

19%

25%

7%

12%

50%

26%

50%

2%

7%

7%

19%

35%

37%

2%

Page 11: Annual Report 2015 · Heritage Circle UK Study Day 4 Programs and Lectures 5 Scholarships6 SUPPORT Grants to National Trust Properties 7-8 Financial Summary 9-10 2015 National Trust

Contributions

Membership dues

Special events, net of direct expenses

Educational programs

Royalty income

Grants and scholarships

Membership

Programs

Management and general

Fundraising

FINANCIAL SUMMARY | 10ANNUAL REPORT 2015

Statement of Activities Statement of Financial Position

royal-oak.org

Year ended December 31, 2015 Revenue, Gains & Support Membership dues 793,195Fundraising benefit 232,469

Educational programs 289,702Royalty income 38,155 Less: royalty expenses (225)Net investment income 1,040Increase in cash surrender value 1,203Other income 19,656 Total Revenue, Gains & Supports $2,342,172

Expenses Program services Grants and scholarships 644,092 Membership 480,854 Programs 634,831 Total Program Services $1,759,777 Supporting Services: Management and general 229,457 Fundraising 391,427 Total Supporting Services $620,884 Total Expenses $2,380,661

Contributions $1,037,563

Less: direct expenses (70,586)

Other Revenue and Expenses Value of charitable remainder trusts (6,132) Contributions - non-operating 199,700Contributions - permanently restricted 62,758 Net investment income 36,302 Total Other Revenue and Expenses 292,628Total Increase (decrease) in net assets 254,139Net Assets, beginning of year 6,401,441Net Assets, End of Year $ 6,655,580

As of December 31, 2015 AssetsCash and cash equivalents $508,865Investments 5,052,053Accounts receivable 11,659Unconditional promises to give Unrestricted Temporarily restricted 284,624Charitable remainder trusts receivable 543,711Prepaid expenses and other assets 25,633Cash surrender value 35,788Security deposit 20,276Property and equipment at cost, net of accumulated depreciation 122,309Contributed works of art 54,000Total Assets $6,720,518 Liabilities and Net assetsLiabilitiesAccounts payable and other current liabilities $32,061Deferred Revenue 10,000Deferred Rent 22,877Total Liabilities 64,938Net assets*Unrestricted Board Designated 4,365,804Unrestricted Operating 1,141,115Permanently Restricted 108,858Temporarily Restricted 1,039,803Total Net Assets 6,655,580Total Liabilities and Net Assets $6,720,518

*Board designated funds in support of the Foundation’s mission include:•Royal Oak Legacy Fund supports the Foundation’s work with the National Trust of England, Wales & Northern Ireland.•Ervin-DesChamps Fund supports urgent conservation and acquisition priorities at the National Trust.•Royal Oak Programs Fund supports the Royal Oak’s national lecture and educational programs in the United States. •Royal Oak Fund supports educational, research and public out-reach priorities at the National Trust.

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61,600

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SUPPORT | 11ANNUAL REPORT 2015

SUPPORT | The National Trust Appeal

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2015 FURNITURE RESEARCH & PUBLICATION

The National Trust is home to nearly 70,000 objects of furniture and frames. Much of this impressive collection has remained undocumented. In 2015 The Royal Oak Foundation, in partnership with the Paul Mellon Centre for Studies in British Arts, helped fund an exhaustive research and cataloguing project for all furniture objects across the National Trust’s collection, and thus making this renowned collection accessible worldwide.

Royal Oak’s appeal raised $165,000 to enhance catalogue entries and publish them via the National Trust Collections online catalogue, an invaluable tool for scholars, curators and collectors. The funds also supported research and pho-tography for a definitive new book, “Furniture in National Trust Houses,” by the Trust’s Curator of Furniture, Christo-pher Rowell, to be published by the Yale University in 2019.

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SUPPORT | The National Trust Appeal Donors$30,000+The Richard A. Karp Charitable Foundation

$10,000+Mr. and Mrs. John D. HupplerMartha Hamilton and I. Wistar Morris IIILynne and Mark Rickabaugh

$5,000+Anne and Dan ErvinMr. and Mrs. Bernard KarrMr. Eric J. Nilson, Mr. S. Jeffrey Mostade and Mr. Varun ShettySusan and William SamuelsonMr. John G. Turner and Mr. Jerry G. Fischer

$2,000+Mr. and Mrs. Willard Bunn IIIJohn Southerton ClarkMs. Susan Ollila

$1,000+Ms. Joan L. BaxterBetsy and Robert BarbanellMr. and Mrs. Edward McCormick Blair, JrMr. Michael A. BoydMr. Allan P. Brabo and Mr. David R. LangtonMs. Priscilla BrewsterJulie and Robert DaumMr. and Mrs. Henry FrankelKatherine and Keith C. KanagaMr. and Mrs. Fred A. KrehbielBarbara Denemark LongMr. and Mrs. Edwin McCarthyMr. Albert S. Messina and Mr. Ken JenningsMs. Charlotte Moss and Mr. Barry FriedbergMr. and Mrs. John E. NashMs. Diane A. NixonPamela L. and Bruce Coleman PerkinsMr. and Mrs. Thomas RussoMr. and Mrs. Richard J. L. SeniorRenee and Alan TuceiMr. William C. VanceJohn and Phillis Warden

$500+Ms. Barbara BryantProf. M. J. ConnollyTracy and Daniel DartMs. Melissa GagenMs. Nicole Alfandre HalbreinerMs. Stella M. HammondMr. and Mrs. Roger HullMrs. Belinda Ann KnochelMr. and Mrs. Scott McClendonMs. Nancy J. MoserMr. and Mrs. James F. PhippardMs. JoAnn Tredennick and Mr. Jack L. MeeksAnonymous (1)

Below $499Mr. and Mrs. Stanford M. AckleyMiss Gail W. AdamsMr. and Mrs. David R. AdlerMr. and Mrs. Louis Appell, Jr.Ms. Leatrice A. ArmstrongMs. Barbara AshbrookMr. and Mrs. Philip T. AshtonMrs. Isobel J. Baade and Ms. Anne BaadeMs. Susan BallenskiProf. and Mrs. Robert BartelsMr. Gregory L. Barton and Mr. William J. BarrettMs. Joy K. BeckerMr. and Mrs. David A. BeldenMrs. W.T. Bennett, Jr.Mrs. Eric A. BlackallMr. and Mrs. Donald G. BlairMs. Josephine C. BlueMr. Louis H. BlumengartenMr. and Mrs. Robert BraitmanMs. Janet A. BranstetterMs. Barrie BrownMr. Paul H. BroyhillMs. Romia BullMs. Dulcie BullMr. and Mrs. John William CaldwellMrs. Marion Oates L. CharlesMr. William P. CieslaMrs. Judy B. ClarkMs. Antoinette CoffeeMrs. Frances ColburnMs. Pamela Collins and

Mr. Andrew GaffneyMr. and Mrs. Lloyd H. ConoverMr. Edward H. CooperMr. and Mrs. George D. CropperMs. Margaret CulbertsonMr. and Mrs. Neal V. FenwickMs. Barbara EberleinMr. Albert F. EmmonsMs. Jan Fairservis and Ms. Jenny FairservisMs. Mary Jean FarringtonMs. Suzanne FedunokMs. Cheryl FieldsMr. Ian J. W. FirthMs. M. J. FischerMr. and Mrs. Kenneth FisherMr. and Mrs. L. Walter FleischerMr. and Mrs. Lawrence A. FrickeMrs. A.E. FrostMs. Marta Gasoi and Mr. Steven PattonMrs. Ralph C. GraberMr. and Mrs. Charles C. Graeber, Jr.Ms. Fayal B. Greene and Mr. David SharpeMr. Robert E. HallMs. Barbara J. HallMr. Esley Ian HamiltonMr. and Mrs. Keith HarperMs. Lauri M. HarperMs. Cheryl D. HarrisMs. Diane L. Hauser-PerezDr. John HeusinkveldMr. Henry M. HieronimusMrs. Jean H. HoldenMrs. Charlotte Hollister and Mr. Donald ClagettMiss Leslie L. HolmesMr. and Mrs. Donald HolstMr. James HoonMr. and Mrs. Brian HopkinsonMr. and Mrs. David HummJames Earl Jewell and Robert P. Berryman, Jr.Mr. Stephen P. JonesMs. Robin Kaiser and Mr. Peter GishMrs. Wanda Kasmedo

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Ms. Katherine KaufmanMr. and Mrs. Michael KellyMs. Jean M. KennettMs. Valerie KingMrs. Victoria KleinMs. M. Sharon LaneMr. Peter LangMrs. Bea Little and Mr. Herbert FreemanMr. and Mrs. Phillip C. LongMs. Heather A. McPhersonMr. and Mrs. Bruce Dean McRitchieMr. Haydn Mearkle and Mr. Bryan YoderMs. Judith B. MooreMiss Margaret F. MooreMr. and Mrs. Michael B. MoranMr. and Mrs. Andrew K. MorrisMrs. Dorothy NeedelmanMr. Shawn NowickiMr. and Mrs. Dennis E. O’BrienMs. Dorinda J. OliverMr. Andrew M. Oman and Mr. Edward HaertelMs. Joy Y. PeelingDr. Brenda E. Perkins and Mr. Mark S. TaylorMr. and Mrs. Nigel PondMs. Julanne PortisMr. John S. RodewigMs. Ellen Marie RooneyMr. Terence Roper and Mr. Robert Churchill

Ms. Lorraine E. SchmidtJoyce and Jim Schnobrich Mr. and Mrs. William J. SeifertMs. Meg Kennedy ShawDr. and Mrs. Jon F. SigurdsonMs. Katherine SingleyMs. Wilma S. SlyoffMrs. Sally Y. SmallMs. Carole R. SmithMr. Joseph Peter Spang IIIMs. Alice M. Spitzer and Mr. Michael S. OwenMs. Sandra C. Steele and Dr. Paul S. GreenfieldMr. James L. SteeleMr. William G. StoutMs. Jan Sweeney and Mr. James B. JacobsMs. Mary P. SymondsMs. Sarah TanenbaumMs. Elizabeth TerryMrs. George I. TreyzMr. and Mrs. Robert H. WahlertDr. and Mrs. J. Giles WainesMrs. Karl I. WallinMs. Charlotte A. WolfeMs. Cynthia W. WoodsMs. Mary Alice WotringMr. and Mrs. Benjamin J. WoznickMr. William Lee Younger, Jr.Dr. William F. Zahner

Anonymous (22)

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Support | Annual DonorsThe Royal Oak gratefully acknowleges the following donors for their contributions from January 1 - December 31, 2015 in support of all aspects of the Foundation’s mission.

ANNUAL REPORT 2015 SUPPORT | 14

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$75,000+Mrs. Henry J. Heinz IIMs. Katherine SingleyThe Steen Trust

$40,000+Anne and Dan ErvinRichard C. Von Hess FoundationAnonymous (1)

$20,000+Estate of Christopher AdlingtonMartha Hamilton and I. Wistar Morris IIIMs. Charlotte Moss and Mr. Barry FriedbergLynne and Mark RickabaughBernard Sabath Trust

$10,000+Betsy and Robert BarbanellMr. Michael A. BoydJulie and Robert DaumJames FriedlanderMr. Thomas M. KellyKravet, Inc.Mr. and Mrs. Chris NielsenMr. and Mrs. Patrick G. RyanSonia Raiziss Giop Charitable FoundationElizabeth Duggal TaghipourMr. John G. Turner and Mr. Jerry G. FischerJohn and Phillis WardenDr. Susan WeberDr. Gaye G. Williams and Mr. John Jones

$5,000+Mr. Michael BrunoJohn Southerton ClarkTracy and Daniel DartMs. Shelley L. Fleetwood and Mr. James J.GusekMr. and Mrs. Roger HullKatherine and Keith C. KanagaJ. Brien Key Revocable TrustChristopher LiGreci and Robert OhlerkingMarian E. Apteckar FoundationMr. Albert S. Messina and Mr. Ken Jennings

Mr. Eric J. Nilson, Mr. S. Jeffrey Mostad and Mr. Varun ShettySusan and William SamuelsonElizabeth and Stanley DeForest ScottMr. and Mrs. Richard J. L. SeniorRenee and Alan TuceiAnonymous (3)

$1,000+Benigno Aguilar and Gerald EricksonMrs. Russell B. AitkenMr. James AmanMrs. Carla BalakgieDr. Leonora M. BallingerMr. and Mrs. Robert A. Bartlett, Jr.Mr. and Mrs. James BayMr. Stein Berre and Mr. Britton SmithMr. Donald A. BestMrs. Friederike BiggsThe Robert & Esther Black Family FoundationThe Reverend Terence BlackburnMs. Nancy BoszhardtMr. and Mrs. Renton Kirkwood Brodie IIISusan and David O. BrownwoodMarjorie L. Bush, M.D.Prof. Sir David Cannadine and Prof. Linda Colley CBEMs. Paula CaravelliMiss Constance M. Cincotta and Mr. Zac R. NudoMr. and Mrs. James L. ClarkeJulio R. Gallo FoundationMr. Stephen C. Cook and Mr. Allan R. MackinnonMr. Mark DixonMr. Jamie DrakeMr. James DruckmanMs. Barbara EberleinDr. G. G EichholzMs. Anne Fairfax EllettMr. Philip EnglishFerguson & Shamamian Architects, LLPMr. James B. GordyMs. Alexa Hampton

Mr. and Mrs. Michael J. HannahMr. and Mrs. David R. HarveyMr. and Mrs. Harlow N. HiginbothamIan and Madeline HooperHuniford Design StudioMs. Ann C. KaplanMr. George KellnerMs. Cathy KincaidLee JofaMs. Silvina LeoneMr. Henry S. Lynn, Jr.Mr. Foster LyonsMr. and Mrs. Ezra P. MagerMallett & Son AntiquesMr. Brian J. McCarthyMr. and Mrs. Edwin McCarthyMs. Constance C. McPheeMr. Charles MiersMarilyn Ross Miles and Stephen Warren Miles Mr. Edward A. Montgomery Jr.Dr. Peter B. Mudge and Ms. Margaret E. MudgeMs. Heidi NitzeMs. Dorinda J. OliverMs. Susan OllilaMr. and Mrs. Robert OwensMr. Alex PapachristidisMs. Melinda PappMs. Josephine Ward PattonPamela L. and Bruce Coleman PerkinsMs. Lynne R. PickensMr. J. Rodney Pleasants and Mr. Steven M. GodwinMiss Jennifer PostMr. and Mrs. Joseph H. ReichMr. Markham RobertsDeborah and Charles RoyceMr. Marc SaccoMs. Jean E. SavageMr. and Mrs. Robert T. SchaffnerMr. Daniel Smargon and Ms. Audrey ViterbiMr. Matthew P. SmythMs. Jennifer A. Allan Soros

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Mrs. Frederick M. StaffordMs. Sandra C. Steele and Dr. Paul S. GreenfieldDr. Robert M. SteinerMrs. Gail M. StoddartMr. and Mrs. Marcus StrockMr. and Mrs. William TaubmanMr. William C. VanceMs. Shelby WhiteMs. Ellen WhitingBunny Williams and John RosselliDr. Jerry WindMr. and Mrs. Frederic G. WithingtonMr. William Lee Younger, Jr.Mr. and Mrs. Klaus P. ZechAnonymous (6)

$500+Mrs. Carol AtkinsonMs. Ying BennsMr. Sam BlountMrs. Suzanne BorlandMs. Myriam L. BransfieldMr. Harold H. Brayman and Ms. Marita OttOlive BroseMs. Rachel BrownsteinMs. Barbara BryantMs. Desiree Caldwell and Mr. William Armitage Ms. Berclee CameronMr. Edward Lee CaveMr. and Mrs. Greg ChildsMr. and Mrs. Donald W. CosgroveMr. Gary CrainMs. Barbara M. DeaconMr. and Mrs. Stephen D. EcclesMs. Miriam EllnerMs. Jill EstermanMs. Geraldine FabrikantMr. Mark Ferguson and Ms. Natalie JacobsMs. Patricia FisherEstate of Margaret C. FlintThe Nomi P. Ghez FoundationMr. and Mrs. John T. GolitzMr. Philip Hewat-JaboorMs. Jane HodgesMrs. Valerie HumphreyMs. Nicola Jackson and Mr. Daniel Hildebrand

Mr. Robert V. JonesMs. Robin Kaiser and Mr. Peter GishMs. Anne W. KennyMrs. Belinda Ann KnochelMr. Frederick Robinson KochMr. James LaForceMrs. William M. LeseJanine LukeMs. Ruth K. LynfordMr. and Mrs. John K. Notz, Jr.Mr. Andrew W. OgletreeMr. David T. OrthweinMrs. Barbara D. OstromMs. Kirsten PeckermanMr. and Mrs. Paul C. PenningtonMr. and Mrs. James F. PhippardMr. and Mrs. L. Paden PrichardMs. Diana QuashaMr. and Mrs. Steven L. ReardenMr. James RixnerTodd Alexander Romano LLCMr. Donald SchermerhornMr. Michael SimonMr. and Mrs. John R. SiragusaMr. and Mrs. Stephen G. SmithMr. and Mrs. Robert K. SteelMs. Mary Lou SteptoeMs. Stephanie StokesMs. Barbara A. TeichertMrs. Diana TottenhamMr. George A ValanosArete Swartz WarrenMrs. Virginia M. Newman YocumMr. and Mrs. Robert YoungAnonymous (2)

$250+Mr. and Mrs. William AdamsMr. David Albenda and Mr. W. Graham WatkinsMs. Ellen L. AsherMr. and Mrs. Edward McCormick Blair, JrRichard Blanton and Candace HaiglerMr. Joseph E. BonnerMs. Nancy BullMr. and Mrs. John BullivantMrs. Kathleen BuoymasterMr. and Mrs. C. Brendan ButlerMr. Alan J. CameronMs. Elizabeth Cohen and Ms. Catherine Dondero

Mr. Tim CorfieldMr. Curt DicamilloMr. Stanley DixonMr. Albert F. EmmonsMr. and Mrs. Richard Picton EvansMr. and Mrs. Danforth P. FalesMs. Jane FergusonMr. and Mrs. L. Walter FleischerMr. and Mrs. Nathaniel T. GoodingMr. and Mrs. James Halpin HillMs. Christina HobbsMrs. Jean H. HoldenJustin Israel Charity Foundation Corp.Mr. Maurice Kawashima and Mr. Richard WunderMr. Matthew KowlesMiss Dorothy KrugMr. and Mrs. Stephen LeavittMr. William L. LeonardMr. Robert B. Loper and Mr. Robert DanceMr. and Mrs. Thomas LydonMr. and Mrs. John McGuireMs. Karen H. MeyerMrs. Jacqueline G. MockMs. Nancy J. MoserMr. Richard G. Peterson and Ms. Ellen FlammMr. and Mrs. Philippe O. PietteMs. Marcia J. RamzyDr. and Mrs. John B. RankMr. Erwin A. Rezelman and Dr. Shima RezelmanMr. Gary SearleMr. and Mrs. Robert L. SimondsMs. Ann E. StringerMrs. Margaret M. SwiftMr. and Mrs. Peter M. TartMr. and Mrs. Michael K. VernierMrs. Winston R. WallinMs. Mary Alice WotringMs. Elizabeth YerkesMr. John YunisAnonymous (2)

We would also like to thank the additional 380 donors who helped support the Royal Oak Foundation’s mission with gifts under $250. Please know that we are grateful for contribu-tions of any amount. Thank you for your support that makes all our work possible.

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Altria Group Inc.American Express Charitable FundAmerican Express FoundationAT&T FoundationBank of America FoundationBNY Mellon Employee CommunityBorden Foundation, Inc.Caterpillar FoundationCelanese Americas FoundationChevron Humankind Matching Gifts ProgramChevronTexaco Matching GiftCorning Inc. FoundationDeutsche Bank Americas Foundation Dominion FoundationEaton CorporationEli Lilly & Co. FoundationExxonMobil FoundationGlaxoSmithKline FoundationGlobal ImpactHoughton Mifflin CompanyING FoundationJ.P. Morgan Chase FoundationJohnson & Johnson Family of Companies Lucent TechnologiesMerrill Lynch & Company Foundation Microsoft Matching Gifts ProgramNike Employee Matching GiftNSTAR FoundationOracle CorporationPfizer Inc.Philip Morris Companies, Inc.Reader’s Digest FoundationReuter America Inc.The Capital Group CompaniesThe Coca-Cola FoundationThe McGraw-Hill Companies, IncUnilever U.S. Foundation Inc.Verizon Foundation

ANNUAL REPORT 2015

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American Friends of AttinghamAmerican Friends of the Georgian GroupArader GalleriesAtlanta Decorative Arts CenterBeverly Hills Women’s ClubBoston AthenaeumThe Churchill CentreThe Clergy SocietyCollege of Arms FoundationCulture Club

The Decorative Arts TrustDecorative Arts Trust of the Memphis Brooks Museum of ArtThe English-Speaking Union, BostonThe English-Speaking Union, ChicagoThe English-Speaking Union, New OrleansThe English-Speaking Union, PhiladelphiaThe English-Speaking Union, San FranciscoThe English-Speaking Union, DCFiloliFREEMAN’SThe Garden Conservancy Historic Royal Palaces, Inc.Holland & CompanyInstitute of Classical Architecture & Art, New YorkInstitute of Classical Architecture & Art, Northern CaliforniaInstitute of Classical Architecture & Art, PhiladelphiaInstitute of Classical Architecture & Art, Southern CaliforniaJane Austen Society of North America, Eastern Pennsylvania RegionJane Austen Society of North America, Metro New York ChapterKathleen Buoymaster Inc. Interior DesignLa Jolla Athenaeum Music & Arts LibraryThe London LibraryLongue Vue House & GardensThe Metropolitan Club, San FranciscoOxford and Cambridge Society of New England, Inc.Oxford University Society, Washington DC BranchThe Pennsylvania Horticultural SocietyPhiladelphia Theological InstitutePreservation Society of CharlestonRizzoliSeaside Home, Studio of Interior Design and ShowroomSir John Soane’s Museum FoundationSpalding Nix Fine Art & Antiques, LLCSt. George’s SocietyThe Trustees of ReservationsThe UCLA Friends of EnglishThe Union League of PhiladelphiaThe Victorian Society of AmericaWashington Decorative Arts ForumWoman’s Athletic Club of ChicagoYale Center for British Art

SUPPORT | Corporate Matching

| In-Kind Donations

SUPPORT | 16

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The Royal Oak Legacy Circle

Mr. Stein Berre and Mr. Britton Smith, New York, NYMr. Robert Cefaratti, Washington DCMs. Sandra Lee Church, San Francisco, CAMr. and Mrs. Richard H. Dilworth, Richmond, VAMr. and Mrs. David Edwards, Hoboken, NJMr. Andrew Eiseman and Mr. Brian Braa, Washington, DCMr. and Mrs. Richard Picton Evans, Suffolk, VAMr. Ronald Lee Fleming, Cambridge, MAMs. Pria Graves and Mr. George Koerner, Palo Alto, CAMs. Irene Grigoriadis and Mr. Stephen Casey, Rancho Santa Fe, CAMr. and Mrs. Ian Hooper, Canaan, NYAnonymous, Ambler, PAMrs. Gail D. Meltzer, Palm Harbor, FLMartha Hamilton and I. Wistar Morris III Villanova, PADr. Sean Sawyer and Mr. Michael V. Susi, New York NYAnnonymous, New York NYMr. and Mrs. John L. Warden, New York NYMr. George K. Weaver, Elizabethtown, PAMr. and Mrs. George F. Wilson, New Brunswick, NJAnonymous, Santa Cruz, CA

Launched in 2014, The Legacy Circle was created to recognize those who wish to remember Royal Oak and the National Trust in their estate plans. Undesignated bequests made to The Foundation will be held in The Royal Oak Legacy Fund, which is a board-designated endowment fund whose earnings support Royal Oak’s work with the National Trust.

2015 Ronald Lee Fleming Legacy Challenge Thank you for helping Royal Oak raise $835,402* with the Ronald Lee Fleming Legacy Challenge to ensure the future of our lecture series. We thank Mr. Ronald Fleming for creating this exciting opportunity to secure an endowment for Royal Oak lectures, as he matched all direct contributions and legacy pledges on a one-to-two ratio up to $500,000.

The money raised will go into the Ronald Lee Fleming Lectures Fund which will continue to accept donations.

*Includes pledges received that have been discounted (per IRS rate) for individuals 69 years of age or younger.

SUPPORT | The Royal Oak Legacy Circle

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SUPPORT | Timeless Design GalaOn October 27th Royal Oak celebrated its 18th annual Timeless Design Gala by honoring Dr. Susan Weber, Founder and Director of Bard Graduate Center, and The Kips Bay Decorator Show House.

Lisa White, Chairman of the National Trust’s Arts Advisory Panel and Editor of the Furniture History Society Journal, presented the 2015 Heritage Award to Dr. Weber, expressing her deep appreciation for Dr. Weber’s support of the study of decorative arts and material culture. Charlotte Moss, a past recipient of the Timeless Design Award and participant in the Kips Bay Decorator Show House, presented the 2015 Timeless Design Award to James Druckman, Chairman of the Kips Bay Boys & Girls Club, in recognition of the Show House’s dedication to groundbreaking design and civic philanthropy.

Royal Oak’s Gala proceeds support its conservation and education mission as the American partner of the National Trust of England, Wales and Northern Ireland.

SUPPORT | 18ANNUAL REPORT 2015

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Patron, Heritage CircleMr. Richard Broyd OBEAnne and Dan ErvinMr. and Mrs. Roger HullMr. Albert S. Messina and Mr. Ken JenningsMartha Hamilton and I. Wistar Morris IIIMr. Eric J. Nilson, Mr. S. Jeffrey Mostade and Mr. Varun ShettyLynne and Mark RickabaughMr. John G. Turner and Mr. Jerry G. Fischer

Guardian, Heritage CircleMr. and Mrs. Willard Bunn IIIMr. John Southerton ClarkMs. Tracey Dedrick and Mr. Alastair MerrickMs. Irene Grigoriadis and Mr. Stephen CaseyMr. Thomas M. KellyMs. Constance C. McPheeMarilyn Ross Miles and Stephen Warren MilesSusan and William SamuelsonMr. and Mrs. Richard J. L. Senior

Steward, Heritage CircleMr. and Mrs. John B.T. Campbell IIIMiss Constance M. Cincotta and Mr. Zac R. NudoJulie and Robert DaumMr. and Mrs. George B. KellyMr. and Mrs. Kenneth B. LundgrenMs. Susan OllilaMr. Erwin A. Rezelman and Dr. Shima RezelmanMr. and Mrs. Thomas RussoMr. Daniel Smargon and Ms. Audrey ViterbiElizabeth Duggal Taghipour

Benefactor, Heritage CircleMary Beth and Christopher AinsleyMrs. Christine AnsbacherThe Honorable Ambassador and Mrs. Victor AsheMr. and Mrs. Herbert F. AspburyPamela J. BakerMrs. Carla BalakgieMr. and Mrs. Robert BarbanellMr. and Mrs. Robert A. Bartlett, Jr.Dr. and Mrs. Humberto P. BautaMs. Ying BennsMr. Michael A. BoydMr. and Mrs. Renton Kirkwood Brodie IIIMr. Charles N. Brower and Ms. Shirley K. KentMr. and Mrs. Ralph S. Brown, Jr.Mr. and Mrs. David O. BrownwoodMrs. Ned BuoymasterProf. Sir David Cannadine and Prof. Linda Colley CBEMs. Barbara EberleinMr. Justin M. Faggioli and Ms. Sandra D. Donnell

Mr. Richard E. FaggioliMrs. Leonard K. FirestoneMr. Richard GaddesMr. James B. GordyMr. and Mrs. John HerdegMs. Margaret Hight and Mr. Harry P. ThompsonMr. and Mrs. Ian HooperMs. Rebecca Jessen and Mr. Tuck ForsythMs. Jeanne M. JonesMr. and Mrs. Keith C. KanagaMr. and Mrs. Ernest KnellBarbara Denemark LongMr. and Mrs. Frederick MeierDr. Charles NicholsMs. Josephine Ward PattonDr. Quinn Peepr and Mr. Michael HaroldMr. and Mrs. Bruce Coleman PerkinsMrs. Marlene PhillipsMrs. Jane H. PooleMrs. Suzanne RheinsteinMr. and Mrs. Ronald J. Rood, Jr.Mr. and Mrs. Charles RoyceMr. and Mrs. Duwayne SaylesMs. Marianne M. SchoelMr. and Mrs. Stanley D. ScottMs. Teresa SeegerMr. and Mrs. Samuel R. Shipley IIIMs. Patricia J. SimpsonMr. and Mrs. Robert L. SimondsMr. and Mrs. Richard Spain Mrs. Frederick M. StaffordMr. James Stambaugh and Ms. Andrea MorrisseyMs. Sandra C. Steele and Dr. Paul S. GreenfieldMs. Brenda Neubauer StrausMr. and Mrs. Marcus StrockMs. Janet K. SutterMr. and Mrs. Charles ThorntonMs. JoAnn Tredennick and Mr. Jack L. MeeksRenee and Alan L. TuceiMr. and Mrs. Kuldar VisnapuuMr. and Mrs. Raymond WeissMr. Brian D. White and Mr. James M. KinneyMr. and Mrs. George F. WilsonMs. Lois S. WolfAnonymous (1)

SponsorMs. Barbara Ann Abeles and Mr. Garett WellsMrs. Russell B. AitkenMs. Ellen L. AsherMs. Janie Bailey and Mr. Michael MusgraveMr. and Mrs. James BayMrs. Diane Martin Bock

The Royal Oak Foundation MembersMr. and Mrs. Ronald CampbellMs. Annette J. Campbell-WhiteMr. and Mrs. Dwight M. ClevelandMr. and Mrs. Douglas CoxDr. and Mrs. Kenneth R. CummingsMs. Barbara M. DeaconLt. Col. and Mrs. Jeffrey S. FarnquistMrs. Charles FleischmannMr. John GilmerMr. and Mrs. P. Frederick KahnMr. and Mrs. Hugh Rice KellyMrs. Belinda Ann KnochelBarbara Shattuck Kohn and A. Eugene KohnMs. Jacquelynn P. LanhamMr. and Mrs. David S. LeeMr. William L. LeonardMr. and Mrs. H. McIlvaine LewisMs. Marcia MacArthurMs. Fleury MackieMr. and Mrs. Harold MarshallMr. and Mrs. Edwin McCarthyMr. and Mrs. Richard C. MeskerMs. Sally Minard and Mr. Norton GarfinkleMs. Joan M. MoranMr. and Mrs. James E. MorrisMr. and Mrs. Erik NicolaysenMr. and Mrs. Paul C. PenningtonMr. and Mrs. Jeffrey PettitMr. and Mrs. Stephen R. PflaumMr. and Mrs. Michael A. PolemisMr. and Mrs. Richard W. RoeckeleinMr. Ronald R. Rogalsky and Ms. M. J. LovelandMr. William R. Sadler and Mr. William S. HicksMr. and Mrs. David G. SantryMs. Ava Seave and Mr. Bruce C. GreenwaldCaptain and Mrs. Joseph B. StarshakMr. and Mrs. John R. TankardMr. and Mrs. Harry A. Thompson IIMr. and Mrs. P. Coleman Townsend, Jr.Mr. and Mrs. Glen R. TraylorMrs. Monica B. VoldstadMr. and Mrs. Richard WareMr. and Mrs. Charles P. WernerMrs. Gail Andrews WhelanMr. and Mrs. Rene R. WoolcottMr. and Mrs. Stephen YanceyMr. and Mrs. Klaus P. ZechAnonymous (3)

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ANNUAL REPORT 2015

Art & DesignDr. and Mrs. John Robert Adams, Jr.Michael Aiduss & Joseph Gandarillas, Jr.Mr. and Mrs. Michael N. AmblerMs. Elizabeth S. AndersonMr. and Mrs. Ralph AnthonyMr. and Mrs. Paul Baker BartleMr. and Mrs. Stephen L. BeckMs. Kathleen Bennett and Mr. Vincent La PagliaMr. and Mrs. Donald G. BlairRichard Blanton and Candace HaiglerMr. Benjamin Bradley and Mr. Bruce WayneMr. Harold H. Brayman and Ms. Marita Ott Dr. Lenna Bright and Mr. Emmett BrightThomas L. Brooks and Clayton N. BledsoeMr. and Mrs. Dickson G. BrownMs. Nancy BullMr. Douglas P. BurtonMs. Catherine Cahill and Mr. William BernhardMr. and Mrs. Miles S. CapronDr. and Mrs. Jan D. CarlineDr. Susan E. Chandler and Mr. Alfred ChandlerRichard R. Clouse and Katharine L. SpaniacMs. Sarah D. Coffin and Mr. Thomas E. O’ConnorMr. and Mrs. Frederick W. CollingsMs. Pamela Collins and Mr. Andrew GaffneyMr. and Mrs. Paul K. CookeMr. and Mrs. Allen R. CrossMr. and Mrs. Paul R. De RosaDr. and Mrs. Robert J. Dell AngeloMr. Robert DennisMr. and Mrs. Richard H. DilworthMr. and Mrs. William M. DreyerMr. and Mrs. Beverly M. DuBose IIIMs. Kristina G. Durr and Mr. J. Barclay Collins IIMs. Anne G. EarhartMs. Audna L. EnglandMr. Marshall ErbMiss Ruth G. Erickson and Mr. Paul T. GoularteMs. Tranda S. FischelisMr. Gregory I. FlowersMs. Dana Rees FolleyMr. and Mrs. Fred FosterMr. and Mrs. Henry FrankelMs. Anne Fredericks and Mr. Marc FasteauMr. and Mrs. Louis A. FriedrichMr. John G. Fritzinger, Jr.Ms. Tammy GalmMr. and Mrs. John C. GardePatricia H. GatesMs. Terry GrantMr. and Mrs. Howard R. HallMr. Robert E. HallMs. Virginia Hamister and Mr. Dick Durfee

Mr. Gregory Healy and Ms. Seren Page-BaileyMs. Ruth S. HoopesMs. Christine Howard and Mr. William J. ChuMr. and Mrs. Patrick HudsonMr. and Mrs. Bradley HusonDr. and Mrs. Kent JacobsMr. and Mrs. John E. JamesMs. Robin Kaiser and Mr. Peter GishMs. Cynthia KasperMr. and Mrs. Roy KaywoodMr. and Mrs. Joseph P. KeithleyMr. and Mrs. Thomas KligermanMr. Thomas F. KnappDr. and Mrs. Barry KohlMs. Lillian E. KraemerMr. Douglas Kruse and Ms. Betty WhelchelMr. Peter C. Lambert and Ms. Linda LotrietColleen and Nicole LandMr. and Mrs. K. Alexander LawrenceMr. and Mrs. Bernadotte LesterMr. Arthur V. Liu and Mr. Colin BaileyDr. and Mrs. Felix E. LopezMr. and Mrs. Hampton Lynch, Jr.Dr. and Mrs. Steven MachMs. Shannon K. MaginnMr. Robert C. MagrishMr. and Mrs. Robert W. MaierMs. Patricia A. MalkinMr. Michael H. Massey and Ms. Sandra OurusoffMr. Patrick J. McCabeMr. and Mrs. Blaine E. McKinleyMr. and Mrs. Brian McLaughlinMr. and Mrs. Robert MeltzerMs. Ann S. MerrittMr. Charles A. Miller III and Mr. Birch CoffeyMs. Francine Coffey MorinMr. and Mrs. James E. MorrisMr. and Mrs. James C. MorphyMr. Richard J. MoylanMr. and Mrs. Robert W. Mustain , Jr.Mr. and Mrs. John E. NashMr. and Mrs. Bradford H. NeedhamMr. and Mrs. Mark W. NicholsMr. and Mrs. Lloyd U. Noland IIIMr. and Mrs. Abraham OferDr. and Mrs. Laurence F. OrbachMr. and Mrs. Paul Bryan ParvisMr. and Mrs. Walter W. Patten, Jr.Ms. Kirsten PeckermanMs. Jean Perkins and Mr. Leland Hutchinson

Ms. Robyn Pocker and Mr. Alan RiceMr. Paulo RibeiroMrs. Karl RiemerMr. and Mrs. Kevin W. RigginsMr. and Mrs. John C. RoachMr. and Mrs. Arthur RosensteinMs. Annadele H. RossMr. Richard Salerni and Mr. Robert VillanovaMr. Paul O. SassonMs. Jean E. SavageKaren Sharf, Ph.D.Ms. Carole ShawMrs. Audrey ShinnRalph Sikes and Bryan PetersMr. and Mrs. J. Donald Shockey, Jr.Mr. Trevor Singleton and Mr. Scott WiersmanMr. Howe K. Sipes IIIMr. and Mrs. William T. Slick, Jr.Mr. James W. SmithMrs. June SmithMr. and Mrs. John H. Smith IVMr. and Mrs. Morton SoslandMr. and Mrs. Robert K. SteelMrs. Rose H. SteinerMs. Mary Lou SteptoeMrs. Gail M. StoddartMr. and Mrs. Peter M. TartMr. and Mrs. Evan K. ThalenbergMr. and Mrs. Carlton F. ThornburyMr. and Mrs. J. Kenneth Timmons Jr.Mr. Nathan TuroffMr. and Mrs. Robert H. WahlertMr. and Mrs. Robert C. WallisMr. John D. Weaver and Ms. Karen L. RossellWebster & Company, Ltd.Mr. David M. WellsMr. Thomas H. Wentz and Mr. James J. WhalenMr. Glenn Withey and Mr. Charles PriceMr. and Mrs. Frederic G. WithingtonMs. Marcia McMinn ZweigAnonymous (1)

The Royal Oak Foundation would also like to thank the additional 5,665 members who helped support the shared mission of the Foundation and the National Trust of England, Wales and Northern Ireland.

Page 22: Annual Report 2015 · Heritage Circle UK Study Day 4 Programs and Lectures 5 Scholarships6 SUPPORT Grants to National Trust Properties 7-8 Financial Summary 9-10 2015 National Trust

THANK YOU FOR SUPPORTING OUR MISSION!

Page 23: Annual Report 2015 · Heritage Circle UK Study Day 4 Programs and Lectures 5 Scholarships6 SUPPORT Grants to National Trust Properties 7-8 Financial Summary 9-10 2015 National Trust

StaffLorraine L. BrittleExecutive Director ( from 10/15)

Sean E. Sawyer, Ph.D.Executive Director (through 5/15)

Marilyn Fogarty Director of Operations & FinanceInterim Executive Director (from 6/15)

Winifred E. CyrusDirector of Member [email protected]

Jan LizzaMember Services Associate [email protected]

Jennie L. McCaheyProgram [email protected]

Kristin SarliAssistant Program [email protected]

Robert DennisProgram & Development [email protected]

Chelcey Berryhill Development & Communications [email protected]

Sam McCann Communications Associate

Jacqueline BascettaExecutive Coordinator & Board Liaison

Jessie WalkerFoundation Volunteer

Mrs. Henry J. Heinz IIHONORARY CHAIRMAN

Lynne L. RickabaughCHAIRMAN

Susan S. SamuelsonVICE CHAIRMAN

Michael A. BoydTREASURER

Renee Nichols TuceiSECRETARY

Betsy S. BarbanellDavid BealStein BerreKathleen K. BuoymasterProf. Sir David N. CannadineJohn Southerton ClarkTracy Williamson Dart Robert C. DaumBarbara EberleinAnne Blackwell ErvinAnne FairfaxDame Helen Ghosh, DCB

Pamela K. HullValerie HumphreyKatherine C. KanagaThomas M. KellyAlbert S. MessinaMarilyn Ross MilesMartha Hamilton MorrisEric J. NilsonTImothy ParkerErwin A. RezelmanElizabeth Duggal Taghipour John L. Warden

Board of Directors

Advisory CouncilEdward A. Montgomery, Jr.CHAIRMAN

Warren DavisMartin D. Drury, CBERichard E. FaggioliRichard GaddesDeborah GageDamaris S. Horan, MBEDame Jennifer Jenkins, DBEThe Viscount NorwichEdwina Sandys, MBESir Angus Stirling

Cover photo: The Music Room at Kedleston Hall, Derbyshire.©National Trust Images/Nadia Mackenzie

Page 24: Annual Report 2015 · Heritage Circle UK Study Day 4 Programs and Lectures 5 Scholarships6 SUPPORT Grants to National Trust Properties 7-8 Financial Summary 9-10 2015 National Trust

THE ROYAL OAK FOUNDATIONAmericans in Alliance with the National Trust of England, Wales and Northern Ireland

Annual Report 2015

The Royal Oak Foundation20 West 44th Street, Suite 606New York NY 10036