Marion and Hugh Oakley Family

WILLIAMSBURG, VA EIN: 52-7030006

Marion and Hugh Oakley Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILLIAMSBURG, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $96K in total assets. In 2024, it awarded 4 grants totaling $5K. Net investment income was $111.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$96K

+12.7% YoY

Annual Giving

$5K

+19.0% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$1K

+19.0% YoY

Under IRS private-foundation payout rules, Marion and Hugh Oakley Family reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.

About Marion and Hugh Oakley Family

Based on IRS filings

Marion and Hugh Oakley Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILLIAMSBURG, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $96K in total assets. In 2024, it awarded 4 grants totaling $5K. Net investment income was $111.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

AtlantaCaryCharlotteEdgewaterFreeholdHagerstownNew YorkNorcrossOwassoPhoenixSalisburySan JoseWhite Plains

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$14K$19K20202021202220232024
Metric202420232022
Total Assets$96,209$85,330$71,057
Revenue$9,490$5,309$11,916
Expenses$5,983$5,584$15,999
Qualifying Distributions$5,000$4,359$5,400
Net Investment Income$111
Distributable Amount$4,468$3,851$4,286

Giving Over Time

Total grant dollars and number of grants per year

$0$1K$3K$4K$5K4 grants20203 grants20215 grants20224 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

FREEHOLD TOWNSHIP HERITA…$2KHOPE & LIFE OUTREACH$2KHELPING MAMAS$2KARUNDEL RIVER FOOUNDATION$500

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Freehold Township Heritage Society ($1,500), Hope & Life Outreach ($1,500), Helping Mamas ($1,500).

RecipientPurposeAmount
ARUNDEL RIVER FOOUNDATION EDGEWATER, MDPROTECT SOUTH WEST & RHODES RIVERS$500
FREEHOLD TOWNSHIP HERITAGE SOCIETY FREEHOLD, NJPERSERVE, PROTECT & PROMOTE HISTORY$1,500
HOPE & LIFE OUTREACH SALISBURY, MDPROVIDING MEAL & SHELTER TO HOMELESS$1,500
HELPING MAMAS NORCROSS, GAPROVIDING ASSISTANCE TO MOTHERS$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JASON OAKLEYPRESIDENT
BRIAN KEMMETVICE PRESIDE
COLLEEN TULLSECRETARY
JENNIFER DWIGGINSTREASURER
WILLIAM OAKLEYDIRECTOR
JEANNE DWIGGINSDIRECTOR
WENDY KEMMETDIRECTOR
MEGAN OAKLEYDIRECTOR
KRISTEN KEMMET WINSTANLEYDIRECTOR
LAUREN OAKLEYDIRECTOR

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Marion and Hugh Oakley Family?

Marion and Hugh Oakley Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILLIAMSBURG, VA. It holds $96K in total assets as of 2024.

How large is Marion and Hugh Oakley Family?

As of 2024, Marion and Hugh Oakley Family holds $96K in total assets with $9K in annual revenue. It awarded 4 grants totaling $5K in 2024.

Where does Marion and Hugh Oakley Family operate?

Marion and Hugh Oakley Family has awarded grants in Arizona, California, Georgia, Maryland, North Carolina, New Jersey, New York, Oklahoma.

What size grants does Marion and Hugh Oakley Family award?

In 2024, Marion and Hugh Oakley Family awarded 4 grants totaling $5K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Marion and Hugh Oakley Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Marion and Hugh Oakley Family reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Marion and Hugh Oakley Family's EIN?

Marion and Hugh Oakley Family's EIN (Employer Identification Number) is 52-7030006. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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