Nonprofit · EIN 52-7030006
MARION AND HUGH OAKLEY FAMILY FOUNDATION INC
Also known as OAKLEY MARION TTEE
Tax-exempt · WILLIAMSBURG, VA 23188
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $6,912 | $6,357 | $555 | $109,454 | $0 | $109,454 |
| December 31, 2024 | 990-PF | $9,490 | $5,983 | $3,507 | $96,209 | $0 | $96,209 |
| December 31, 2023 | 990-PF | $5,309 | $5,584 | -$275 | $85,330 | $0 | $85,330 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $5,000
- Dividends
- $1,912
Expenses
- Grants and similar amounts paid
- $5,300
- Disbursements for charitable purposes
- $5,300
- Excise tax on investment income
- $12
Balance sheet and other
- Total assets, start of year
- $96,209
- Total assets, end of year
- $109,454
- Total liabilities, end of year
- $0
- Net assets, end of year
- $109,454
- Qualifying distributions
- $5,300
- Net investment income
- $1,912
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JASON OAKLEY 8023 N NODAWAY AVE, KANSAS CITY, MO 64152 | PRESIDENT | 0 | $0 |
| BRIAN KEMMET 234 OAK COURT, SEVERNA PARK, MD 21146 | VICE PRESIDE | 0 | $0 |
| COLLEEN TULL 3506 VININGS NORTH TRAIL SE, SMYRNA, GA 30080 | SECRETARY | 0 | $0 |
| JENNIFER DWIGGINS 5300 NICHOLAS COURT, WILLIAMSBURG, VA 23188 | TREASURER | 0 | $0 |
| WILLIAM OAKLEY 214 SUNCREST BLVD, SAVANNAH, GA 31410 | DIRECTOR | 0 | $0 |
| JEANNE DWIGGINS 603 INDIAN LANE, SALISBURY, MD 21801 | DIRECTOR | 0 | $0 |
| WENDY KEMMET 222 OAK COURT, SEVERNA PARK, MD 21146 | DIRECTOR | 0 | $0 |
| MEGAN OAKLEY 11404 HUNTERS LANDING DRIVE, CHARLOTTE, NC 28273 | DIRECTOR | 0 | $0 |
| KRISTEN KEMMET WINSTANLEY 222 OAK COURT, SEVERNA PARK, MD 21146 | DIRECTOR | 0 | $0 |
| LAUREN OAKLEY 8023 N NODAWAY AVE, KANSAS CITY, MO 64152 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JASON OAKLEY 8023 N NODAWAY AVE, KANSAS CITY, MO 64152 | PRESIDENT | 0 | $0 |
| BRIAN KEMMET 234 OAK COURT, SEVERNA PARK, MD 21146 | VICE PRESIDE | 0 | $0 |
| COLLEEN TULL 3506 VININGS NORTH TRAIL SE, SMYRNA, GA 30080 | SECRETARY | 0 | $0 |
| JENNIFER DWIGGINS 5300 NICHOLAS COURT, WILLIAMSBURG, VA 23188 | TREASURER | 0 | $0 |
| WILLIAM OAKLEY 214 SUNCREST BLVD, SAVANNAH, GA 31410 | DIRECTOR | 0 | $0 |
| JEANNE DWIGGINS 603 INDIAN LANE, SALISBURY, MD 21801 | DIRECTOR | 0 | $0 |
| WENDY KEMMET 222 OAK COURT, SEVERNA PARK, MD 21146 | DIRECTOR | 0 | $0 |
| MEGAN OAKLEY 11404 HUNTERS LANDING DRIVE, CHARLOTTE, NC 28273 | DIRECTOR | 0 | $0 |
| KRISTEN KEMMET WINSTANLEY 222 OAK COURT, SEVERNA PARK, MD 21146 | DIRECTOR | 0 | $0 |
| LAUREN OAKLEY 8023 N NODAWAY AVE, KANSAS CITY, MO 64152 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JASON OAKLEY 8023 N NODAWAY AVE, KANSAS CITY, MO 64152 | PRESIDENT | 0 | $0 |
| BRIAN KEMMET 234 OAK COURT, SEVERNA PARK, MD 21146 | VICE PRESIDE | 0 | $0 |
| COLLEEN TULL 3506 VININGS NORTH TRAIL SE, SMYRNA, GA 30080 | SECRETARY | 0 | $0 |
| JENNIFER DWIGGINS 5300 NICHOLAS COURT, WILLIAMSBURG, VA 23188 | TREASURER | 0 | $0 |
| WILLIAM OAKLEY 214 SUNCREST BLVD, SAVANNAH, GA 31410 | DIRECTOR | 0 | $0 |
| JEANNE DWIGGINS 603 INDIAN LANE, SALISBURY, MD 21801 | DIRECTOR | 0 | $0 |
| WENDY KEMMET 222 OAK COURT, SEVERNA PARK, MD 21146 | DIRECTOR | 0 | $0 |
| MEGAN OAKLEY 11404 HUNTERS LANDING DRIVE, CHARLOTTE, NC 28273 | DIRECTOR | 0 | $0 |
| KRISTEN KEMMET WINSTANLEY 222 OAK COURT, SEVERNA PARK, MD 21146 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5300 NICHOLAS CT, WILLIAMSBURG, VA 23188-1976
- In care of
- % DONALD J PATRICK
- Signed the 990-PF
- JENNIFER DWIGGINS, TREASURER
- Phone
- (410) 726-3251
- Return prepared by
- CATALPA GROVE ACCOUNTING LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 52-7030006
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $109,454
- Income (IRS master file)
- $6,912
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $6,912 | $6,357 | $109,454 | IRS |
| 990-PF | December 2024 | $9,490 | $5,983 | $96,209 | IRS |
| 990-PF | December 2023 | $5,309 | $5,584 | $85,330 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-7030006).
Questions about MARION AND HUGH OAKLEY FAMILY FOUNDATION INC
- What is the EIN of MARION AND HUGH OAKLEY FAMILY FOUNDATION INC?
- The employer identification number (EIN) of MARION AND HUGH OAKLEY FAMILY FOUNDATION INC is 52-7030006.
- Is MARION AND HUGH OAKLEY FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to MARION AND HUGH OAKLEY FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARION AND HUGH OAKLEY FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARION AND HUGH OAKLEY FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARION AND HUGH OAKLEY FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MARION AND HUGH OAKLEY FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does MARION AND HUGH OAKLEY FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $6,912, expenses of $6,357 and total assets of $109,454 at year end.
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