the royal oak foundation annual report 2014 · particularly trusts & foundations manager sophie...

Annual Report 2014THE ROYAL OAK FOUNDATION

Table of ContentsBoard of Directors, Advisory Council and Board Committees 2

Letter from the Chairman and the Executive Director 3

SUPPORT: Grants and Donors

Grants Awarded

Grants to National Trust Projects 4

Grants to Sponsored Projects 7

Scholarships 8

Donations Received

National Trust Properties 9-14

Support for Royal Oak Foundation 15-16

Licensed Products Program 16

Corporate Matching 17

Royal Oak Sponsored Projects 17

Legacy Circle 2014 18

Timeless Design Gala Benefit 19-20

Heritage Circle 2014 21

EXPERIENCE: Membership 22-23

Travel 24

LEARN: Lectures and Tours 25-27

Programs Support 28

Financial Summary 29-30

ANNUAL REPORT 2014

StaffSean E. Sawyer, Ph.D.Executive Director (through 5/15)[email protected]

Lorraine L. BrittleExecutive Director ( from 10/15)[email protected]

Marilyn Fogarty Director of Operations & FinanceInterim Executive Director (from 6/15)[email protected]

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 [email protected]

Jacqueline Bascetta ( from 10/14)Executive Coordinator &Board Liaison [email protected]

Jessie WalkerFoundation Volunteer

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.

Cover photo: The Temple of Apollo reflected in the lake at Stourhead, Wiltshire, in May.©National Trust Images/Clive Nichols

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Mrs. Henry J. Heinz, IIHONORARY CHAIRMAN

Bruce Coleman PerkinsCHAIRMAN

Lynne L. Rickabaugh VICE CHAIRMAN

Michael A. BoydTREASURER

Prof. Susan S. SamuelsonSECRETARY

EXECUTIVE COMMITTEEBruce Coleman Perkins, ChairDavid C. Beal Michael A. Boyd John Southerton ClarkTracy Williamson DartRobert C. DaumKatherine C. KanagaThomas M. Kelly Lynne L. RickabaughProf. Susan S. SamuelsonJohn L. Warden

DEVELOPMENT COMMITTEELynne L. Rickabaugh, ChairStein Berre Prof. Sir David N. Cannadine Tracy Williamson Dart Barbara Eberlein Valerie M. Humphrey Katherine C. Kanaga Edward A. Montgomery, Jr. Martha Hamilton MorrisElizabeth Duggal Taghipour

FELLOWSHIPS COMMITTEEDavid C. Beal, ChairBetsy BarbanellRonald Lee Fleming Robin HubbardPhyllis OdesseyP. Coleman Townsend, Jr.

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

FINANCE COMMITTEEMichael A. Boyd, ChairRobert C. DaumKatherine C. KanagaThomas M. KellyEdward A. Montgomery, Jr.Lynne L. RickabaughJohn L. Warden

AUDIT COMMITTEERenee Nichols Tucei, ChairStein Berre Katherine C. Kanaga

GRANTS COMMITTEEThomas M. Kelly, ChairDavid C. Beal Michael A. Boyd Robert C. Daum Anne Blackwell Ervin Bruce Coleman Perkins Elizabeth Duggal TaghipourJohn L. Warden

INVESTMENT COMMITTEERobert C. Daum, ChairMichael A. BoydThomas M. KellyProf. Susan S. Samuelson

Valerie M. HumphreySir Simon JenkinsKatherine C. KanagaThomas M. KellyMarilyn Ross MilesMartha Hamilton MorrisElizabeth Duggal Taghipour Renee Nichols TuceiJohn L. WardenBrian D. White

LICENSING COMMITTEEJohn Southerton Clark, ChairTracy Williamson Dart Barbara EberleinAnne Fairfax Suzy W. GroteJ. Rodney Pleasants

MEMBERSHIP COMMITTEEKatherine C. Kanaga, ChairBetsy S. BarbanellJohn Southerton ClarkRobert C. Daum Anne Fairfax Marilyn Ross Miles John L. Warden

NOMINATING COMMITTEEJohn L. Warden, ChairBetsy S. BarbanellDavid C. Beal Prof. Sir David N. Cannadine Valerie M. Humphrey Bruce Coleman Perkins Lynne L. Rickabaugh Prof. Susan S. Samuelson

ANNUAL REPORT 2014 2

Board of Directors & Advisory Council 2014

Board Committees 2014PROGRAMS COMMITTEEBruce Coleman Perkins, ChairKathleen K. Buoymaster John Southerton Clark Anne Blackwell Ervin Marilyn Ross MilesRenee Nichols Tucei John L. Warden Brian D. White

SPECIAL EVENTS COMMITTEETracy Williamson Dart, ChairKathleen K. Buoymaster Robin Hubbard Valerie M. Humphrey Charlotte MossJ. Rodney PleasantsLynne L. RickabaughBritton Smith Greg van Boven Brian D. White

ADVISORY COUNCILEdward A. Montgomery, Jr., CHAIRMAN

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

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October 15, 2015 Dear Members, Supporters and Friends: We are pleased to present The Royal Oak Foundation’s 2014 Annual Report and share the record of our work in advancing our mission to inspire Americans to engage with and support the work of the National Trust of England, Wales and Northern Ireland. Thanks to the generous support of members and donors from across the U.S., our 2014 Appeal for Stourhead significantly surpassed our $100,000 goal, and, together with a special matching grant from the Foundation’s Legacy Fund, produced a grant of $240,000 to preserve and restore key features of Stourhead’s magnificent Picturesque landscape. We extend our special appreciation to our colleagues at the National Trust, particularly Trusts & Foundations Manager Sophie Bennett, and the brilliant team at Stourhead headed by Mike MacCormac, who welcomed our leadership supporters with several truly wonderful visits through the course of the year. The Timeless Design Gala on November 13 honored Viscount Linley and the Institute of Classical Architecture & Art. We were very pleased with the success of our “Mission Possible” charity auction as part of the gala, which did double-duty in raising awareness of our mission and funds to support crucial conservation and education initiatives in partnership with the National Trust. We want to express our great appreciation to our honorees, sponsors and all those who supported the Timeless Design Gala, our signature annual fundraising event. 2014 also saw the continuation and deepening of our membership recruitment efforts at the threshold of National Trust properties. We are pleased to say that we exceeded our goals for this initiative and have increased them for 2015. This is very much a joint effort with our colleagues at the Trust, and its success is a clear sign of the vitality of our partnership. Our membership team also completed initial work on the Foundation’s new database at the end of the year, which paved the way for significant enhancements to our website for the benefit of our members and our mission. Our Drue Heinz Lectures are central to our mission, providing a vehicle for bringing noted speakers on British art, architecture, history and literature to audiences across the U.S. as well as for fostering awareness of the work of the National Trust. We are very grateful to Mrs. Heinz for her vision and commitment to the lectures, now made possible with lead funding from the Drue Heinz Trust for 23 years. Midway through 2014 we launched the Fleming Challenge, a matching grant program sponsored by our longtime supporter, Ronald Lee Fleming, which seeks to raise $1,500,000 to provide an endowment for the lecture series. As we write, we are closing in on that goal, and we are very grateful to Ron for his vision and long-term commitment. In 2014 the Foundation welcomed several new staff members: Jacqueline Bascetta, Chelcey Berryhill, Marilyn Fogarty and Sam McCann. We thank them and their more seasoned colleagues for the contributions they make to our work everyday. We express our appreciation to our colleagues on the Foundation’s Board of Directors for their extraordinary support and commitment. We also thank our colleagues at the National Trust and our partner organizations across the U.S. and the U.K. for all they do, every day, to preserve our built and cultural heritage. Respectfully, Bruce Coleman Perkins Sean E. Sawyer, Ph.D. Chairman Executive Director

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

The Royal Oak Foundation | 20 West 44th Street, Suite 606 | New York NY 10036212.480.2889 | 800.913.6565 | royal-oak.org

Clandon: $46,070

Seaton Delaval Hall : $4,500

Neptune Coastline Campaign: $42,500

Support | Grants AwardedThe Foundation’s Grants Committee, chaired by Thomas M. Kelly, meets twice a year to review donor requests for contributions made for various appeals and projects. The committee evaluates the connection each project has to the Foundation’s mission and recommends grants for approval by the full Board of Directors.

SUPPORT | 4ANNUAL REPORT 2014

NATIONAL TRUST OF ENGLAND, WALES AND NORTHERN IRELAND: $2,030,402

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Mount Stewart Library Acquisition: $41,207

Kingston Lacy: $15,080

Clandon: $46,070

Quarry Bank: $10,000

Lake District: $40,000

Mount Stewart: $450,000

Dyrham Park - Painting Acquisition: $100,000Dyrahm Park: $11,000

Sissinghurst: $5,000

Property Recruitment:

$15,045

Knole: $1,250,000

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

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SPONSORED PROJECTS: $119,700

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The Sponsored Projects Program supports organizations in the United Kingdom whose purpose and mission are allied with the work of the National Trust.

The Charleston Trust: $2,000

The Great Dixter Charitable Trust: $47,500

The Furniture History Society: $29,700

Hall Place, Bexley Heritage Trust, Kent: $2,700

Dr. Johnson’s House: $2,000

The Great Dixter Charitable Trust: $47,500

ATTINGHAM SUMMER SCHOOL SCHOLARSHIPS


Royal Oak awarded $30,000 to the American Friends of Attingham in support of full and partial scholarships for Americans participating in the 2014 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 $525,000 to date has enabled over 145 Americans to participate in this program.

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DAMARIS HORAN PRIZE: LANDSCAPE ARCHITECTURE FELLOWSHIPThe Royal Oak Foundation awarded the 2014 Damaris Horan Prize to Eduard Krakhmalnikov of Minneapolis, Minnesota. Krakhmalnikov’s project involved researching and writing a historic landscape report on the parkland and gardens at the National Trust’s Charlecote Park, Warwickshire. His work focused on the influence of Lancelot “Capability” Brown and will form a basis for the Trust’s development of programs to celebrate the tercentennial of Brown’s birth in 2016.

The Damaris Horan Prize is a biennial residential fellowship with the National Trust of England, Wales and Northern Ireland 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.

Ms. Michele Anstine Assistant CEO/ Director,Read House and Gardens; Chief Program Officer, Delaware Historical Society

Ms. Genevieve CortinovisResearch Assistant,Saint Louis Art Museum

Ms. Ann GlasscockPh.D. candidate, Art History and Material Culture, University of Wisconsin-Madison; Project Assistant, Chipstone Foundation

Mr. Craig JohnsonSite Manager, James J. Hill House, Minnesota Historical Society

Royal Oak Scholarship Fund

Mr. Sequoia MillerAmerican Decorative Arts,Yale University; Curatorial intern

Ms. Laurel PetersonPh.D. candidate, History of Art, Yale UniversityHistory of Art, Yale University

Ms. Christine SpierGallery Teacher,The J. Paul Getty Museum

Ms. Maud Taber-ThomasFine Artist and Portrait PainterTeaching Artist & Instructor, National Gallery of Art & The Yellow Barn at Glen Echo

Left: Eduard Krakhmalnikov in the gardens of the National Trust’s Charlecote Park, Warwickshire. Right: The west, or Entrance front, at Charlecote Park, Warwickshire.

Royal Oak’s 2014 Appeal for StourheadStourhead is among the most historically significant landscape gardens in the world. Henry Hoare II, who designed and laid out the gardens from 1741, was justly named ‘the Magnificent’ for his vision in creating this masterpiece. Stourhead’s architectural features lead the visitor on a journey of discovery and delight around the central lake, with ever-changing vistas along the way. In 2014, Royal Oak supporters helped raise $240,000 for the conservation of three of Stourhead’s most significant features: The Temple of Apollo, The Grotto and the Pinetum. We thank our loyal members for helping us preserve this remarkable world-renowned garden.

The Temple of Apollo and Rhododendrons reflected in the lake at Stourhead, Wiltshire. ©NTPL/Simon Knight


NATIONAL TRUST PROPERTIES

Royal Oak’s 2014 Appeal for Stourhead

LEADERSHIP CAMPAIGN DONORS

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$30,000+The Richard A. Karp Charitable Foundation

$20,000+Martha Hamilton and I. Wistar Morris, IIILynne and Mark Rickabaugh

$10,000+Anne and Dan ErvinMr. and Mrs. John D. Huppler

$5,000+Mr. and Mrs. David R. HarveyMr. and Mrs. Roger HullSuzy GroteShelley L. Fleetwood and James J. GusekJohn Turner and Jerry FischerPamela L. and Bruce Coleman PerkinsJohn and Phillis Warden

$2,000+Stein Berre and Britton SmithEloise BouyeIan and Madeline HooperMr. and Mrs. Kenneth B. LundgrenSusan and William Samuelson

$1,000+Carla BalakgieBetsy and Robert BarbanellProf. Sir David N. Cannadine and Prof. Linda Colley CBEJohn Southerton ClarkTracy and Daniel DartJulie and Robert DaumBarbara EberleinRonald Lee FlemingMr. and Mrs. Howard R. HallIan and Madeline HooperKatherine and Keith C. KanagaMr. and Mrs. Lewis N. Miller, Jr.

Melissa GagenMr. and Mrs. Daniel GarnerJames B. GordyDr. and Mrs. Thomas B. Hall IIIValerie and Peter HumphreyRobert V. JonesThomas A. KligermanMr. and Mrs. Ernest KnellBelinda Ann KnochelMr. and Mrs. Edwin McCarthyBrian J. McCarthyMr. and Mrs. Scott McClendonMr. and Mrs. John E. NashMr. and Mrs. Henry NevilleMarianne M. SchoelBrenda Neubauer StrausNike Employee Matching Gift ProgramJacquelynne P. Lanham Design, Inc.

Edward A. Montgomery, Jr.Roberta SchneidermanRenee and Alan TuceiMr. and Mrs. Stephen K. TylerMr. and Mrs. Christopher M. WeldDr. Gaye G. Williams and Mr. John JonesMr. and Mrs. Klaus P. Zech

$500+Mr. and Mrs. Louis Appell, Jr.The Honorable Victor H. AsheMichael A. BoydAllan P. Brabo and David R. LangtonMr. and Mrs. Donald W. CosgroveFrances M. DulaneyRichard E. FaggioliMr. and Mrs. Henry Frankel

The view of Autumn from the Grotto at Stourhead, Wlitshire.


GENERAL CAMPAIGN DONORS



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Mr. and Mrs. Stanford M. AckleyMr. and Mrs. Basil AcockOpal Adams and Richard DeLongMr. and Mrs. Michael R. AdamsChristopher AdlingtonKirsti Aho and Dale UnderwoodMr. and Mrs. Michael AlexanderMattew D. AllisonLeatrice A. ArmstrongMr. and Mrs. Philip T. AshtonIsobel J. Baade and Anne BaadeMr. and Mrs. Robert A. BallinProf. and Mrs. Robert BartelsJoan L. BaxterPaul BeaufortJoy K. BeckerMr. and Mrs. David A. BeldenMr. and Mrs. Charles BennettLeslie BeranMr. and Mrs. Daniel J. BillsLawrence BlackMr. and Mrs. Donald G. BlairLouis H. BlumengartenMr. and Mrs. Melvin BlumenthalBrenda Margaret BoothSharon E. Boyce and Albert J. WoodallJanet A. BranstetterHelen Bresler and John VerburgMr. and Mrs. John J. BrittonWilliam G. Brown IIIMr. and Mrs. Pierce B. BrowneMr. and Mrs. Robert C. BuengerDulcie BullMr. and Mrs. John William CaldwellMr. and Mrs. Thomas A. CassillyMr. and Mrs. Guyle CavinMary V. Chatfield

William P. CieslaD. Sherman ClarkeMrs. Jack ClopperToni CoffeeMr. and Mrs. Alan ColemanHerbert Coles and June FaitPamela J. Collins and Andrew P. GaffneyPaul ConnerKerstin ConnerBrian D. Cook and Judith S. RobertsonEdward H. CooperMr. and Mrs. George D. CropperDr. and Mrs. Brian John CrossMr. and Mrs. Kevin C. DalyMr. and Mrs. James F. De RocheBarbara M. DeaconDrs. Richard and Barbara DebsDavid L. DetheroJohn F. DeTurk and Heather C. CookCurt DicamilloPatricia DinessJohn and Sharon DobsonProf. Andrew S. Dolkart and Mr. Paris R. BaldacciAlexsana Donne and Jeffrey HartloveCarol Garrett DonohueStephen R. Doran and Judith A. KnightMr. and Mrs. Anthony R. DowdingMr. and Mrs. Clarence B. DrennonJoel L. EkstromMr. and Mrs. John Christopher EnglishMr. and Mrs. Craig EricksonJanet C. EschenlauerMr. and Mrs. Jesse EvansAnne FairfaxMary Jean Farrington

Gloria J. FennerFrederick Noel FergusonNina Beth FinstonIan J. FirthMr. and Mrs. L. Walter FleischerFlorence Bryan FowlkesMr. and Mrs. Lawrence A. FrickeMr. and Mrs. Bruce D. GarrsionDr. Geoffrey J. GilesMr. and Mrs. Richard J. Gookin

King Alfred’s Tower at Stourhead, Wiltshire. Photograph taken by Sean Sawyer





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Mrs. Ralph C. GraberMr. and Mrs. Charles C. Graeber, Jr.Christopher GrantDr. Martha N. Green and Mr. Paul A. GreenMs. J. M. GuardRoger F. Gunn and Oi Ling B. KwanMary Louise GurleyShelagh G. HadleyMr. and Mrs. Robert E. HallEsley Ian HamiltonMr. and Mrs. Alanson D. HegemanRuth HerdMr. and Mrs. John R. HicksMichael HigginsMr. and Mrs. Jonathan E. HillSandra HillJune A. HillikerJean H. HoldenLeslie L. HolmesMr. and Mrs. Charles HoodMr. and Mrs. Brian HopkinsonDr. Stephen R. Hunt and Ms. Cynthia L. MoonJohn Peters IrelanMs. A.P. JamrackMr. and Mrs. Donald E. JansenCheryl C. JohnsonStephen P. JonesMr. and Mrs. Richard T. JonesDr. and Mrs. Jordan L. KaplanThomas M. KellyMr. and Mrs. Michael KellyAlexa A. KempsonJean M. KennettMr. and Mrs. Richard L. Kimball, Jr.Jennifer Lynn KlosDr. and Mrs. Barry KohlGretchen Mills KubasiakAdriana G. Kupper and Louisa Kupper

Mr. and Mrs. Wilbur LarkinMr. and Mrs. Peter LarsonMr. and Mrs. Richard LavoieMr. and Mrs. David S. LeeDr. Fulton DeWitt Lewis III and Mr. Neal RhoneyMr. and Mrs. Paul LewisHelen LofstromCynthia LoitschMr. and Mrs. Phillip C. LongThomas Lonsway and Faith MaukVirginia Mackey and Stephanie McKeanRonald E. Magill and Philip G. CorrellDr. and Mrs. W. Steven MarkProf. and Mrs. Floyd W. MartinMr. and Mrs. David John MartinJohn R. Maslen and Sylvia J. ChappellMr. and Mrs. J. C. MathewsJames E. McCartneyLeslie McCauley and Karl Forsyth

Megan McCormickMr. and Mrs. John P. McDowellMr. and Mrs. David W. McGibbonHeather A. McPhersonHaydn Mearkle and Bryan YoderMarilyn Ross Miles and Stephen Warren MilesEdward J. Montana, Jr.Mr. and Mrs. Robert M. MontgomeryMr. and Mrs. Edward MoosMr. and Mrs. Michael B. MoranMr. and Mrs. Charles C. MorehouseMr. and Mrs. Andrew K. MorrisCheri C. Murrell and Paul HarmonDelbridge and Esther NarronDr. and Mrs. Curtis N. NelsonMr. and Mrs. Michael NicolaisDiane A. NixonBarbara L. NoyesMr. and Mrs. Dennis E. O’BrienChristopher LiGreci and Robert Ohlerking

Apollo with view of Flora at Stourhead, Wiltshire.





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The classical river god statue, c18th, by Henry Cheere, in the Grotto at Stourhead, Wiltshire.

Dorinda J. OliverJudy OrthweinRichard OwensMr. and Mrs. John PadmosMr. and Mrs. Thomas PallanPaul H. PangraceProf. Carole PatemanJosephine Ward PattonJoy Y. PeelingDr. Brenda E. Perkins and Mr. Mark S. TaylorRichard G. Peterson and Ellen FlammSusan PetschekWilliam A. Phillips and Russell ClarkThelma B. PlayerMr. and Mrs. Nigel PondDr. and Mrs. Timothy PrattDavid V. ReesePeter J. RegnaAnne E. Riley and Wilma WabnitzMr. and Mrs. Milton W. RohwerSylvia RortvedtAnnadele H. RossMagda A. SalvesenDiane Schafer and Jeffrey SteinMr. and Mrs. David SchaffJon ScheerDrs. Timothy and Anne Schenz Lorraine E. SchmidtJanet E. Seabock and Matthew T. TerribileP. Jocelyn Secker-WalkerKaren Sharf, Ph.D.David L. ShermanMrs. John R. ShumanWilma S. SlyoffSally Y. SmallCarole R. SmithMartha M. Snider and Robert L. NonemakerEllen M. StaelinMary Lou Steptoe

William Walker SturmDr. Sean Sawyer and Mr. Michael V. SusiMary P. SymondsMrs. Ralph J. SzygendaElizabeth TerryMr. and Mrs. Jonathan William ThomasMr. and Mrs. Charles ThorntonJohn W. TylerSamuel E. UrmeyMr. and Mrs. Craig VanekMr. and Mrs. John Martin VaughanJeannette VossDr. and Mrs. J. Giles WainesMaxine Houghton WallinDr. Kay J. Walter

John D. Weaver and Karen L. RossellBruce D. Weingarten Brian D. White and James M. KinneyDr. Calhoun Winton and Ms. Cynthia S. PutnamCharlotte A. WolfeGilbert Woolley and Carole SimonCharlotte Worthy and William MinceyMary Alice WotringJuliet WurrWilliam Lee Younger, Jr.Dr. William F. Zahner


Buckland AbbeyDorcas Newkirk

Canons Ashby HouseProf. Sylvia Kasey Marks

Cornwall Coastal WalksDulcie BullProf. and Mrs. Vincent L. Sorrell

Country House LibrariesProf. Sylvia Kasey MarksLynne ScammahornJoseph Peter Spang IIIAnn Stringer

Dyrham ParkStein Berre and Britton SmithMichael A. BoydJohn Southerton ClarkJulie and Robert DaumBarbara EberleinAnne and Dan ErvinAnne FairfaxRonald Lee FlemingSuzy GroteKatherine and Keith C. KanagaMarilyn Ross Miles and Stephen Warren MilesMartha Hamilton and I. Wistar Morris, IIIPamela L. and Bruce Coleman PerkinsLynne and Mark RickabaughSusan and William SamuelsonElizabeth Duggal TaghipourAlan and Renee TuceiJohn and Phillis Warden Brian D. White and James M. Kinney

Giant’s CausewayNancy Bare Davis

Hardwick HallVictoria Naegele

Hill TopRachel Kline

Horseshoe Bat AppealGloria J. Fenner

KnoleJohn AnaniaJoan L. BaxterCurt DicamilloMr. and Mrs. Michael KellyMr. and Mrs. William StudierMr. and Mrs. James WesnerDr. William F. Zahner

Lake DistrictMr. and Mrs. Stephen D. EcclesMr. and Mrs. Robert L. LoganDavid Miltenberger and Jeanne JoslinAlice M. Spitzer and Michael S. Owen

Lamb HouseMary Anderson Cooper

Mount Stewart GardensAlice M. Spitzer and Michael S. OwenThe John and Elizabeth Lauritzen Foundation

National TrustRobert CefarattiPeter J. Holland and Dolores Saluppo

SUPPORT RECEIVED FOR OTHER NATIONAL TRUST PROPERTIES

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Neptune CoastlineMelody L. Allen and Jeffrey Vale

Northern IrelandMr. and Mrs. Nicholas W. Gillham

NymansSandra Lee Church

Prior Park Landscape GardenProf. Sylvia Kasey Marks

Quarry Bank MillJohn Jones

Seaton Delaval HallThe Katherine K. Lippitt FoundationMr. and Mrs. Robert P. Sowler

Sissinghurst Castle GardenRachel Kline

Templetown MausoleumStein Berre and Britton SmithTracy and Daniel DartMelissa GagenSuzy GroteKatherine and Keith C. KanagaThomas A. KligermanBrian J. McCarthyMartha Hamilton and I. Wistar Morris, III

Yorkshire CoastSally and David Mikkelsen

Left: Templetown Mausoleum, Templepatrick, County Antrim. Right: View of Woody Bay, North Devon through the trees.

Support | DonorsThis list represents donors providing support for all aspects of the Foundation’s work and includes contributions received from January 1 - December 31, 2014. Due to space limitations, we are unable to list by name gifts under $250. Please know that we are grateful for contributions of any amount. Thank you for your support that makes all our work possible.

ROYAL OAK FOUNDATION GENERAL SUPPORT

ANNUAL REPORT 2014 SUPPORT | 15

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$75,000+Estate of Dr. Donald GalfondMrs. Henry J. Heinz, II

$20,000+Martha Hamilton and I. Wistar Morris, IIICharlotte Moss and Barry Friedberg

$10,000+Mr. Richard Broyd OBEChristie’sJohn Southerton ClarkJulie and Robert DaumSonia Raiziss Giop Charitable FoundationBarbara EberleinAnne and Dan ErvinMr. and Mrs. Roger HullRichard A. Karp Charitable FoundationThomas M. KellyKravet, Inc.Marilyn Ross Miles and Stephen Warren MilesLynne and Mark RickabaughSusan and William SamuelsonThe J.M. Kaplan FundElizabeth Duggal TaghipourThe Prairie FoundationJohn Turner and Jerry Fischer

$5,000+Betsy and Robert BarbanellStein Berre and Britton SmithFriederike K. Biggs and the late Jeremy BiggsMichael A. BoydProf. Sir David N. Cannadine and Prof. Linda Colley CBEAnne FairfaxReinaldo and Carolina HerreraKeith KroegerMarian E. Apteckar FoundationMichael H. Massey and Sandra OurusofEric J. Nilson and S. Jeffrey MostadePamela L. and Bruce Coleman Perkins

J. Rodney Pleasants and Steve GodwinDr. Marsha S.S. Rider and Mr. Antony RiderMr. and Mrs. Glen R. TraylorRenee and Alan TuceiJohn and Phillis Warden

$1,000+Mercedes BassDavid BealMrs. Stephen Bechtel, Jr.Mr. Donald A. BestThe Reverend Terence BlackburnPriscilla BrewsterMr. and Mrs. Renton Kirkwood Brodie, IIISusan S. and David O. BrownwoodMario BuattaMarjorie L. Bush, M.D.Alexandra CalligerosMr. and Mrs. Richard E. CarterAlexandra ChampalimaudJulio R. Gallo FoundationTracy and Daniel DartJusitn M. Faggioli and Sandra DonnellRichard E. FaggioliFerguson & Shamamian Architects, LLPSuzy GroteMrs. Roger HanahanJonathan HoggIan and Madeline HooperMartin Horner and Shea SoucieRobin HubbardThomas Jayne and Richmond EllisKatherine and Keith C. KanagaAnn C. KaplanJoseph P. and Nancy F. KeithleyThomas A. KligermanPhillip John LiederbachChristopher LiGreci and Robert OhlerkingMr. and Mrs. Angus MacbethMr. and Mrs. Richard D. MannPeter Marino

Brian J. McCarthyAlbert S. Messina and Ken JenningsMrs. Stanley R. MillerEdward A. Montgomery, Jr.Dr. Peter B. Mudge and Ms. Margaret E. MudgeChantal O’SullivanDorinda J. OliverPeter Parham and Frances BrodskyJosephine Ward PattonPeter PennoyerMr. and Mrs. Joseph H. ReichMr. and Mrs. Timothy C. RobinsonDeborah and Charles RoyceDr. Caroline E. Rubinstein and Mr. Phillip WinegarMr. and Mrs. Camillo SantomeroMr. and Mrs. David G. SantryJean E. SavageMr. and Mrs. Duwayne SaylesBradley SchnellerElizabeth F. and Stanley Deforest ScottGail M. StoddartIliana StrausMr. and Mrs. Rodman Ward, Jr.Mr. and Mrs. Ronald WeintraubBunny Williams and John RosselliWilliam Lee Younger, Jr.

$500+American Express FoundationMr. and Mrs. Eugene AtkinsonMr. and Mrs. Rick BatemanHarold H. Brayman and Marita OttDr. Olive BroseMr. Richard ButtonMr. and Mrs. David EdwardsDr. G. G. EichholzMrs. Charles FleischmannMrs. Valerie HumphreyJeanne M. JonesAnne W. KennyBelinda Ann Knochel


ROYAL OAK FOUNDATION GENERAL SUPPORT

The plasterwork ceiling and inlaid floor of the upper room in the Temple of the Winds at Mount Stewart House, Co Down, Northern Ireland

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THE ROYAL OAK FOUNDATION COLLECTION LICENSED PRODUCTS PROGRAM

Launched in 2004, The Royal Oak Foundation’s licensing program produces royalty income to support our work with the National Trust. The elements of the Collection are inspired by the properties and collections of the National Trust as well as the British tradition of country living. The Royal Oak Foundation Collection is a registered trademark.

Wolfram KoeppeWilliam L. LeonardFoster LyonsCharles MiersSally Minard and Norton GarfinkleCheryl NadelhofferMr. and Mrs. Henry NevilleDavid T. OrthweinMr. and Mrs. Paul C. PenningtonMr. and Mrs. Steven L. ReardenJ. Thomas Savage, Jr.Mr. and Mrs. Gerald SavitskyFrances SchultzMolly K. SmithMr. and Mrs. Stephen G. SmithMr. and Mrs. John R. TankardAdrian TaylorBarbara A. TeichertDr. John M. Templeton, Jr. and Dr. Josephine TempletonDr. Patricia Troncoso and Dr. William C. PughArete Swartz WarrenMary N. YoungMr. and Mrs. Robert Young

$250+ David Albenda and W. Graham WatkinsEllen L. AsherMr. and Mrs. Philip T. AshtonSuzanne Bakshian and Vincent ChiappinelliJoan L. BaxterRichard L. Blanton and Candace H. HaiglerJoseph BonnerMarcia E. BrocklebankMr. and Mrs. Coleman BurkeLee ButtalaCatherine Cahill and William BernhardLoretta A. Cheswick

Mr. and Mrs. James L. ClarkeSusan Davis and Keith CrandellDr. and Mrs. Robert J. Dell AngeloAlta DeVivoMarianne and Katherine DowlingMr. and Mrs. Richard Picton EvansMr. and Mrs. L. Walter FleischerPatrick Folan and William BiondolinoMr. and Mrs. Jeremy FosterRichard GaddesMr. Thomas W. Gibb and Mr. Robert LindgrenMr. and Mrs. Thomas S. HansenMr. and Mrs. Keith HarperSturtevant and Christina HobbsJean H. HoldenMr. and Mrs. Brian HopkinsonChristine Howard and William J. ChuJennifer HuntleyRobin Kaiser and Peter GishMaurice M. Kawashima and Richard P. WunderRobert Loper and Robert DanceDr. and Mrs. Felix E. LopezMr. and Mrs. Patrick MackayMr. and Mrs. John McGuireMr. and Mrs. James E. MorrisMr. and Mrs. Lloyd NolandPhyllis OdesseyKirsten PeckermanMarcia J. RamzyWendy A. ReidBarbara RobinsonBrian RoseJessica RoseDr. and Mrs. Thomas SaulMr. and Mrs. Robert T. SchaffnerMr. and Mrs. Anthony R. Smith

Mr. and Mrs. Robert K. SteelDr. Sean Sawyer and Mr. Michael V. SusiMr. and Mrs. Michael SyngeMr. and Mrs. James TremanteMr. and Mrs. Kuldar VisnapuuTimothy Van Dam and Robert WagnerMr. and Mrs. Robert H. WahlertMaxine Houghton WallinMr. and Mrs. John Woods

CORPORATE MATCHING

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 Program


ROYAL OAK SPONSORED PROJECTS

Bexley Heritage TrustStellar Solutions Foundation

Dr. Johnson’s HouseProf. Sylvia Kasey MarksPaul T. RuxinJoseph Stockwell, Jr.

The Charleston TrustRobert ArcherMr. and Mrs. William Bardell

The Furniture History SocietyDoyle New YorkDr. Carol FloresJack HintonCarlton HobbsMr. and Mrs. Clinton R. HowellPeter LangMelinda PappMr. and Mrs. John A. WerwaissWilliam Lee Younger, Jr.

The Great Dixter Charitable TrustThe Pimco FoundationDr. Marla C. AngermeierAnne H. BassDavid BichunskyAlice F. BickersEleanor BriggsGioia Thomas BrowneAmy Winsor BurnesAllen BushLinda Cobb and William R. CobbMary Anderson CooperCatherine CoxSusan DrewsHelen du ToitMarta Gasoi and Steven PattonMichael B. GordonPria Graves and George KoernerJohn Gwynne and Mikel FolcarelliMr. and Mrs. William P. Hallman, Jr.Dr. and Mrs. William H. Hathaway, MD

Susan M. HeringR. Sidney JonesDr. Kyle W. LandtClare B. Le BrunCheryl Winter LewyMary Ann McLeodLynden B. MillerSusan W. PaineAlice ReillyBarbara Paul Robinson, Esq.Cathy RoweJoan SozenAlice M. Spitzer and Michael S. OwenMarco P. StufanoNancy Lee SweetMartha Doerr ToppinMish TworkowskiDeborah Wiles

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ChevronTexaco Matching GiftCorning Inc. FoundationDeutsche Bank Americas Foundation Dominion FoundationEaton CorporationEli Lilly & Co. FoundationExxonMobil FoundationGlaxoSmithKline FoundationGlobal Impact

NSTAR 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

Furniture History Society website

Houghton Mifflin CompanyING FoundationJ.P. Morgan Chase FoundationJohnson & Johnson Family of CompaniesLucent TechnologiesMerrill Lynch & Company FoundationMicrosoft Matching Gifts ProgramNike Employee Matching Gift

Bexley Heritage Trust. Flickr Usr Gabludlow - Sue Kellerman


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The Royal Oak Legacy Circle

Robert Cefaratti | Washington, DCSandra Church | San Francisco, CARichard Dilworth | Richmond, VAChristine Edwards | Hoboken, NJPria Graves | Palo Alto, CAMartha Hamilton & I. Wistar Morris III | Villanova, PA Diana Mackie | Ambler, PASean Sawyer | New York, NYAvice & George Wilson | New Brunswick, NJJoan Zimmerman | Santa Cruz, CA Members as of September 2014

Legacy CircleLaunched in 2014, The Royal Oak Legacy Circle was created to recognize those who wish to remember Royal Oak and the National Trust of England, Wales & Northern Ireland 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. Benefits of membership in The Royal Oak Legacy Circle include invitations for annual special events in association with our U.S. lecture series, or the National Trust as appropriate, and recognition in our print and digital publications.

CREATE YOUR LEGACYWITH ROYAL OAK

THE ROYAL OAK FOUNDATIONAmericans in Alliance with the National Trust of

England, Wales & Northern Ireland

In 2014, Royal Oak began promoting the new Legacy Circle across all communication platforms with the Legacy brochure (left). The initiative generated excitement among dedicated members and includes the list above. This core group of donors will help Royal Oak seed the fund to benefit projects throughout the National Trust of England, Wales and Northern Ireland.

Timeless Design GalaOn November 13, 2014, The Royal Oak Foundation held its 17th Timeless Design & Gala Benefit at the Essex House in New York City. Proceeds of the gala support the Foundation’s programs in the United States and its work with the National Trust of England, Wales and Northern Ireland.

The 2014 Timeless Design Award: David Armstrong-Jones, Viscount Linley of Nymans. The son of Princess Margaret and Lord Snowdon, Linley’s creative ability was nurtured from an early age. He developed an avid interest in wood-working as a student, which led to his first LINLEY collection, launched in 1985. His work continues to be beautifully made by hand with distinctly British sophistication, charm and inventiveness. In 2006, Lord Linley became Chairman of Christie’s UK, where he is responsible for leading the Chairman’s office and working with Christie’s specialists to develop business and client relationships both in the UK and internationally.


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(top to bottom; L to R): Gala Co-Chair Tracy Dart, Peter Lyden, Viscount Linley and Executive Director Sean Sawyerl Reinaldo Herrera, Viscountess and Viscount Linley l Suzanne Santry, Mark Ferguson and Natalie Jacobs l Viscount Linley and Gala Co-Chair Charlotte Moss

The 2014 Heritage Award : Institute of Classical Architecture & Art . The Institute plays a significant role in the advancement of the Classical tradition in architecture, urbanism and the allied arts. Like the National Trust and Royal Oak, the organizations preserve and make accessible some of the greatest examples of neo-Classical architecture and fine and decorative arts, as well as educating professional and wider audiences.

HONORARY GALA CHAIRHis Excellency Sir Peter Westmacott and Lady Westmacott

GALA CO-CHAIRSTracy Williamson DartCharlotte Moss

HONORARY COMMITTEEMercedes T. BassMr. and Mrs. Jeremy BiggsMario BuattaDick ButtonNina CampbellAdele Chatfield-TaylorLord and Lady Bruce DundasBarbara Eberlein Anne FairfaxMelissa GagenPatrick Gallagher

Martha Hamilton and I. Wistar Morris IIICharlotte Moss and Barry FreidbergMr. and Mrs. Stephen MilesAlain and Elizabeth D. TaghipourJohn G. Turner and Jerry Fischer

PHILANTHROPISTS &CONNOISSEURSMr. and Mrs. Robert BarbanellMr. Stein Berre and Mr. Britton SmithAnne FairfaxThomas KellyMr. Thomas A. KligermanAnn Kriken MannMr. and Mrs. Bruce Coleman PerkinsRenee and Alan Tucei

CORPORATE PARTNERSChristie’sEberlein Design Consultants Ltd. Kravet, Inc. Rizzoli New York

Alexa HamptonMrs. Henry J. Heinz, IIHugh HenryMr. and Mrs. Reinaldo HerreraAshley HicksThomas JayneWolfram KoeppeChristorpher Rodrigues CBEPeter MarionThomas MesselDavid MlinaricSuzanna SantryLady Henrietta Spencer-ChurchillBlaine TrumpHarriet WeintraubBunny Williams

DINNER CHAIRSMichael A. BoydJulie and Bob DaumMr. and Mrs. Daniel M. Ervin


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(top to bottom; L to R): Lady Dundas, Bruce Schnitzer, Alexandra Champalimaud lFriederike and the late Jeremy Biggs l Royal Oak Director Barbara Eberlein lEssex House Ballroom


Heritage Circle 2014Royal Oak’s Heritage Circle membership program was created for individuals who wish to provide leadership support for the Foun-dation on an annual basis. We extend special thanks to the generous members of our premium membership group, which offers the highest level of benefits throughout England, Wales and Northern Ireland.

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Heritage Circle – PatronsMr. Richard Broyd OBEMartha Hamilton and I. Wistar Morris, IIILynne and Mark RickabaughJohn G. Turner and Jerry G. Fisher

Heritage Circle – GuardiansMr. and Mrs. Willard Bunn, IIIJohn Southerton ClarkAnne and Dan ErvinPamela K. and Roger HullConstance C. McPhee

Heritage Circle – StewardsMr. and Mrs. James BriceMr. and Mrs. John B.T. Campbell IIIJulie and Robert DaumMr. and Mrs. George B. KellyDr. Charles W. NicholsSusan OllilaMr. and Mrs. Thomas RussoSusan and William SamuelsonDaniel Smargon and Audrey ViterbiElizabeth Duggal Taghipour

Heritage Circle – BenefactorsChristine AnsbacherThe Honorable Victor H. Ashe and Mrs. AsheMr. and Mrs. Herbert F. AspburyBetsy and Robert BarbanellMr. and Mrs. Robert A. Bartlett, Jr.Dr. and Mrs. Humberto P. BautaMichael A. BoydMr. and Mrs. Renton Kirkwood Brodie IIIMr. and Mrs. Ralph S. Brown, Jr.

Susan S. and David O. BrownwoodMrs. Ned BuoymasterProf. Sir David N. Cannadine and Prof. Linda Colley CBEBarbara EberleinRichard E. FaggioliRichard GaddesJames B. GordyJudy and John HerdegMargaret Hight and Harry P. ThompsonSheryll Jackman and Caylee J. PinsonneaultRebecca Jessen and Tuck ForsythJeanne M. JonesThomas M. KellyMr. and Mrs. Ernest KnellAnonymousMr. and Mrs. Kenneth B. LundgrenMr. and Mrs. Frederick MeierMarilyn Ross Miles and Stephen Warren MilesJosephine Ward PattonPamela L. and Bruce Coleman PerkinsJane H. PooleSuzanne RheinsteinAnonymousDeborah and Charles RoyceMr. and Mrs. Duwayne SaylesMarianne M. SchoelElizabeth F. and Stanley Deforest ScottTeresa SeegerMr. and Mrs. Samuel R. Shipley IIIPatricia J. SimpsonMrs. Frederick M. Stafford

Heritage Circle members on the “ Glorious Gardens & Landscapes: Garden Tour” through Wiltshire & Somerset.

James Stambaugh and Andrea MorrisseyBrenda Neubauer StrausMr. and Mrs. Marcus StrockJoAnn Tredennick and Jack L. MeeksRenee and Alan TuceiMr. and Mrs. Kuldar VisnapuuMr. and Mrs. Raymond WeissBrian D. White and James M. KinneyAvice and George WilsonLois S. Wolf

EXPERIENCE | 22ANNUAL REPORT 2014

Experience | Membership2014 proved to be a robust year for membership. Revenue reached an all-time high of $728,000; this represents an increase of 6.5% over 2013. The number of annually renewable member-households grew by 12% to 6,500. The bulk of this growth came from new memberships, which were up 29% over 2013. We attribute this increase to a surge in recruitment at National Trust properties as well as a stronger web presence and improved social media communica-tion. Our search engine traffic grew by 35%, our social media audiences increased by 50% and email communica-tion with supporters became more frequent and fruitful, with open rates comfortably above the industry average.

Royal Oak continues to have members domiciled in all 50 states, as well as 11 countries around the world. A significant proportion of our members, however, reside on the east and west coasts of the United States, with New York and California producing approximately 19% of all member-households. We are proud to report that 105 member-households are Armed Forces personnel living overseas.

In 2014, we continued our efforts to increase recruitment at National Trust properties in the UK. The Royal Oak Newsletter was made readily available to all properties through the Trust’s distribution system; along with our “American Visitors” membership leaflet, the Newsletter is one of the primary tools used by recruiters at the sites when engaging American visitors.

Throughout the year, we worked closely with our consultant, Alex Youel of Your Membership Matters, and our colleagues at the Trust, focusing on recruitment of Americans at properties in the London and Southeast Region of the Trust, where foreign visitor numbers are highest. In the spring, Director of Member Services Winifred Cyrus and Executive Director Sean Sawyer attended the annual Recruiters’ Conference for the South East Region, and visited 14 key properties in the region to discuss strategy with recruitment staff. Specific targets were set for the top 20 visited properties, and an overall goal of 400 memberships was established (an increase over the 309 memberships generated in 2013). The results of our efforts exceeded our expectations with a total of 433 memberships recruited at National Trust sites by the end of 2014. A goal of 500 memberships has been set for 2015.

Lisa Edinborough, Visitor Experience and Enterprise Manager (far left) with Jan Lizza, Winifred Cyrus and Sean Sawyer (far right), and two members of the Visitor Reception staff at Hidcote, one of the most successful properties for The Royal Oak Foundation membership recruitment.

(far left) Sue Webb, Visitor Services Team Leader, and General Manager Hester Liakos with several members of the recruiting staff at Sissinghurst, the property that recruited the most Royal Oak members in 2013.

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EXPERIENCE | 23

Experience | Membership

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ANNUAL REPORT 2014

Since its inception, Royal Oak has been able to strengthen its mission with the support of thousands of members who share our passion for the history and culture of Great Britain and the unparalleled work of the National Trust. One measure of this support is reflected in the annually renewable memberships that have been sustained without interruption for years – decades in some cases. In fact, 12% of those house-holds have been with us for 20 years or more. That’s what we call loyalty!

NUMBERS OF MEMBERS BY CATEGORY

MEMBERSHIP LOYALTY

Individual (30%)

Dual (37%)

Family (7%)

Student/Young Professional (6%)

Conservator (7%)

Art & Design (2%)

Sponsor (.6%)

Heritage Circle (1%)

Life (9.4%)

Membership Years Number of Households

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

EXPERIENCE | 24ANNUAL REPORT 2014

Experience | TravelJUST GO! HOLIDAYSIn 2014 Royal Oak continued its partnership with Just Go! Holidays, a motor coach tour company that specializes in tours around the UK and much of continental Europe. These tours provided Royal Oak members with a customized, moderately-priced travel opportunity to discover iconic National Trust country houses and gardens.

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Welsh Castles, Charming

Cheshire & the Beatles

27th July to 4th Aug.

Black and white Tudor manor, Little Moreton

Hall.

Society Stories: Downton Abbey to Jane Austen31st Aug. to 6th Sept.

National Trust’s , The Vyne, a red bricked Tudor manor.

The Garden of England & Artistic

Retreats of the South Coast

25th to 31st May

Rudyard Kipling’s Bateman house and

garden, Sussex.

Brideshead Visited: Northern England’s Mansions1st to 9th JuneThe eastern end of Fountains Abbey, North Yorkshire, a Cistercian community of monks from the twelfth century until the Dissolution in 1539.

ACADEMIC ARRANGEMENTS ABROADAcademic Arrangements Abroad is The Royal Oak Foundation’s luxury travel partner, offering privileged access to extraordinary places in more than 50 countries. Royal Oak collaborates closely with Academic Arrangements to plan enriching and memorable travel experiences for our members and friends. Academic Arrangement’s rich resources of museum curators, professors and diplomats provide knowledgable insights and special access to dramatic destinations.

Sicily by Sea: Art Treasures & Ancient Temples10th to 18th October

History & Gardens of the Caribbean:

Roundtrip Antigua Aboard Sea Cloud II

12th to 18th January

Learn | Lectures and Tours Royal Oak’s Lectures and Tours are the Foundation’s primary vehicle for fostering a greater awareness of the work of the National Trust among Americans and, more broadly, enhancing the appreciation of Anglo-American cultural heritage.

Launched in 1975 and made possible by lead funding from The Drue Heinz Trust since 1992, Royal Oak’s Drue Heinz Lectures bring well-known and respected scholars, curators and authors to speak to audiences around the United States on topics in British history, architecture, decorative and fine arts, and literature.

LEARN | 25

NEW YORK | NEW YORK

THE VERY REVEREND DR. ROBERT WILLISA Canterbury Tale: The Cathedral RevealedFebruary 26

DR. ANNA WHITELOCKElizabeth’s Bedfellows: An Intimate History of the Queen’s CourtMarch 3

ANNE DE COURCYThe Fishing Fleet: Husband Hunting in the RajMarch 24

GARETH WILLIAMSHidden Gems: Shropshire Country HousesApril 2

THE HONORABLE SIMON HOWARDCastle Howard—300 Years of Tradition and ChangeApril 10

SEEDS FOR THOUGHT GARDEN LECTURE: HUGH CAVENDISH, BARON CAVENDISH OF FURNESSA Time to Plant: Life and Gardening at HolkerApril 15

MARK PURCELLA Lord’s Library: Treasures from Anglesey AbbeyApril 30

DR. LUCY WORSLEYA Very British Murder: The Story of a National ObsessionMay 5

ANNUAL REPORT 2014

ANNE SEBBAA Nation’s Literary Love Affair: The London LibraryMay 19

CLARISSA CLIFFORD, BARONESS CLIFFORD OF CHUDLEIGHUgbrooke: A Robert Adam Country House RestoredOctober 7

SINCLAIR MCKAYThe Lost World of Bletchley ParkOctober 16

DR. TESSA MURDOCHTreasures of the Royal Courts: Tudors, Stuarts and the Russian TsarsOctober 21

KIM WILSONAt Home with Jane AustenOctober 29

JEREMY MUSSONThe Drawing Room: English Country House DecorationNovember 4

IAN COXRoyal Retreats: The Holiday Homes of Queen Victoria & the Prince ConsortNovember 10

JAMES PEILLA Line Unbroken: Inheriting an English Country HouseNovember 19

CALIFORNIA | LOS ANGELES

JEREMY MUSSONThe Drawing Room: English Country House DecorationMarch 17

ANNE SEBBA“That Woman”: The Life of Wallis SimpsonMay 21


DR. SEAN E. SAWYERTales of Loss and Redemption: The Country House in the National TrustNovember 18

CALIFORNIA | SAN DIEGO

JEREMY MUSSONCelebrating the English Country House Interior: Patriotism, Patronage and PrideMarch 18

ROBERT SACKVILLE-WESTThe Sackvilles at Knole: The Disinherited September 23


DRUE HEINZ LECTURES

Sinclair McKay lecturing in Boston on “The Lost World of Bletchley Park.”

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LEARN | 26

CALIFORNIA | SAN FRANCISCO

ANNE SEBBA“That Woman”: The Life of Wallis SimpsonMay 22

ROBERT SACKVILLE-WESTThe Sackvilles at Knole: The Disinherited September 22



CALIFORNIA | WOODSIDE

JEREMY MUSSONFrom Fish to Fowl: Sporting Life at the English Country HouseMarch 19

DISTRICT COLUMBIA | WASHINGTONMARK PURCELLA Lord’s Library: Treasures from Anglesey AbbeyMay 1




GEORGIA | ATLANTA

DR. LUCY WORSLEYAn 18th-Century Royal Residence: Kensington PalaceMay 14



ANNUAL REPORT 2014

ILLINOIS | CHICAGO



SEEDS FOR THOUGHT GARDEN LECTURE: HUGH CAVENDISH, BARON CAVENDISH OF FURNESSA Time to Plant: Life & Gardening at HolkerApril 17


ROBERT SACKVILLE-WEST, 7TH BARON SACKVILLEThe Sackvilles at Knole: The DisinheritedSeptember 25


KIM WILSONAt Home with Jane AustenNovember 20

LOUISIANA | NEW ORLEANS


JUDITH TANKARDGertrude Jekyll and the Country House GardenOctober 18

MASSACHUSETTS | BOSTON




KIM WILSONAt Home with Jane AustenSeptember 29



MASSACHUSETTS | IPSWICH

MARK PURCELL“A Great Number of Useful Books”: The Country House LibraryApril 23

KIM WILSONAt Home with Jane AustenSeptember 30

DRUE HEINZ LECTURES

Royal Oak members with Director, John Clark (far right) at the Millennium Gate Museum’s Winston Churchill ex-hibition, Atlanta, GA

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LEARN | 27

PENNSYLVANIA | PHILADELPHIA

THE VERY REVEREND DR. ROBERT WILLISA Canterbury Tale: The Cathedral RevealedFebruary 27



GARETH WILLIAMSHidden Gems: Shropshire Country HousesApril 1


SEEDS FOR THOUGHT GARDEN LECTURE:HUGH CAVENDISH, BARON CAVENDISH OF FURNESSA Time to Plant: Life and Gardening at HolkerApril 14


ANNUAL REPORT 2014

DRUE HEINZ LECTURESDR. LUCY WORSLEYA Very British Murder: The Story of a National ObsessionMay 6



DR. TESSA MURDOCHTreasures of the Royal Courts: Tudors, Stuarts and the Russian TsarsOctober 23


IAN COXRoyal Retreats: The Holiday Homes of Queen Victoria & the Prince ConsortNovember 6


SOUTH CAROLINA | CHARLESTON

THE VERY REVEREND DR. JOHN HALLWestminster Abbey – For Ever NewOctober 30

TENNESSEE | MEMPHIS


TOURSNEW YORK | NEW YORK

Venturella Studio: Stained Glass RestorationSTUDIO VISIT March 28

The Croome Court Tapestries and Ratti Textile CenterBEHIND THE SCENES April 3

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A Designer’s VisionPRIVATE PASSIONS April 16

West Village WALKING TOUR April 25

Songs for the Sovereign: Music in the Court of Elizabeth IMUSIC PERFORMANCE April 30

Down Town AssociationPRIVATE TOUR May 2

Gilded New YorkEXHIBITION TOUR May 7

The SoHo Historic DistrictWALKING TOUR May 16

Marks of Genius: Treasures from the Bodleian LibraryEXHIBITION TOUR September 12

Brooklyn Heights: The South SideWALKING TOUR October 3

Battery Park City: Lower Manhattan RenaissanceWALKING TOUR October 17

The Explorers ClubPRIVATE TOUR October 30

Cora Ginsburg: Antique Costumes and TextilesPRIVATE TOUR November 7

Private Collection VisitPRIVATE PASSIONS November 12

British Council Art CollectionPRIVATE TOUR November 20

PHILADELPHIA | PENSYLVANIA

Downton Abbey Meets du PontDAY TOUR April 4

ATLANTA | GEORGIA

The Art of Diplomacy: Winston Churchill and the Pursuit of PaintingEXHIBITION TOUR November 7

(L to R): RO Director Valerie Humphrey, Drayton Hall Trustee Chair Stephen F. Gates, Pres. and ED George W. McDaniel (now retired), The Very Reverend Dr. John Hall, Dean of Westminster Abbey; RO Director Anne B. Ervin; Acting Pres. and ED of Drayton Hall Carter C. Hudgins and Director of Programs Jennie McCahey at Drayton Hall in Charleston, SC.

LEARN | 28ANNUAL REPORT 2014

SUPPORT For the 2014 lecture season, Royal Oak is pleased to have worked with the following organizations: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 ClubThe 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

royal-oak.org

LEAD FUNDINGDrue Heinz Trust

PROGRAMS SUPPORTAnonymous (1)Marian Meaker Apteckar Foundation

LECTURE ADOPTIONAnonymous (4)The Reverend Terence BlackburnMr. and Mrs. Kirkwood Brodie, IIIMr. and Mrs. Daniel DartDr. and Mrs. Daniel M. ErvinMartha Hamilton and I. Wistar Morris IIIMr. and Mrs. Richard G. LioneDiana J. MackieMr. Albert Messina and Mr. Ken JenningsThe Philadelphia Theological InstituteMr. Robert Ohlerking and Mr. Christopher LiGreciSoucie Horner Ltd. Architectural Interiors and DesignThe Stoddart FamilyMr. and Mrs. Glen R. TraylorMr. William Lee Younger

PROGRAM GIFTS-IN-KINDArader Galleries, New York and San FranciscoAtlanta Decorative Arts CenterBank of AmericaBetsy and Robert BarbanellBonhamsKathleen Buoymaster Inc. Interior DesignJohn Southerton ClarkDr. & Mrs. Daniel M. ErvinRichard FaggioliRonald Lee FlemingFREEMAN’SJames B. GordyHolland & CompanyIan and Madeline HooperBrian Allen and Steven HorschMarilyn and Stephen MilesSpalding Nix Fine Art & Antiques, LLCJ. Rodney Pleasants & Steve GodwinPreservation Society of CharlestonSusan S. SamuelsonSeaside Home, Studio of Interior DesignElizabeth and Alain TaghipourRenee and Alan TuceiJohn & Phillis Warden

(L to R): Victor and Cristull Hasson with lecturer Jeremy Musson and Royal Oak Director Kathleen Buoymaster at Sea-side Home, Studio of Interior Design in La Jolla, CA.

FINANCIAL SUMMARY | 29ANNUAL REPORT 2014

Statement of Activities Statement of Financial Position

royal-oak.org

Year ended December 31, 2014 Revenue, Gains & Support Membership dues 727,591Fundraising benefit 234,804

Charitable remainder trusts 373,401Educational programs 57,426Royalty income Less: royalty expenses (5,148)Net investment gain 65,617Increase in cash surrender value 1,514Miscellaneous 16,086 Total Revenue, Gains & Supports $2,148,152 Expenses Program services Grants and scholarships 917,031 Membership 467,658 Programs 630,063 Supporting Services Management and general 189,492 Fundraising 308,253 Total Supporting Services $497,745 Total Expenses $2,512497 Increase (decrease) in Net Assets before other Revenues and Expenses (364,345)

Contributions $769,281

Less: direct expenses (92,420)

Other Revenue and Expenses Value of charitable remainder trusts (7,351) Contributions - non-operating 404,689Contributions - permanently restricted 46,100 Knole grant and expenses (1,254,878)Net investment income 259,087Contributed works of art 54,000 Total Other Revenue and Expenses (498,353)Total Increase (decrease) in net assets (862,698)Net Assets, beginning of year 7,264,139Net Assets, End of Year $ 6,401,441

As of December 31, 2014 AssetsCash and cash equivalents $871,319Investments 5,128,700Accounts receivable 13,730Unconditional promises to give Unrestricted 19,559 Temporarily restricted 80,000Charitable remainder trusts receivable 583,906Prepaid expenses and other assets 36,038Cash surrender value 34,585Security deposit 29,108Property and equipment at cost, net of accumulated depreciation 222,593Total Assets $7,073,538

Liabilities and Net assetsLiabilitiesAccounts payable and other current liabilities $34,597Grants payable 626,000 Deferred Revenue 11,500Total Liabilities 672,097Net assets*Unrestricted Board Designated 4,520,274Unrestricted Operating 1,071,518Temporarily Restricted 763,549Permanently Restricted 46,100Total Net Assets 6,401,441Total Liabilities and Net Assets $7,073,538

*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.

Statement of Financial Position

FINANCIAL SUMMARY | 30ANNUAL REPORT 2014

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%

The Royal Oak Foundation20 West 44th Street, Suite 606

New York NY 10036212.480.2889 | 800.913.6565 | royal-oak.org

the royal oak foundation annual report 2014 · particularly trusts & foundations manager sophie...

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