LISA OAKLEY MEMORIAL FOUNDATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LISA OAKLEY MEMORIAL FOUNDATION (EIN 85-3576605)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-24
- IRS object ID
- 202401509349201225
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-24T12:52:12-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222862548 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George J Smith PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 618 West Avenue Suite S301 | AddressLine1Txt |
| City | Ocean City | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853576605 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA OAKLEY MEMORIAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LISA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 MILLSTONE COURT | AddressLine1Txt |
| City | EGG HARBOR TOWNSHIP | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08234 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL OAKLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6093919522 | PhoneNum |
| Signature | 2024-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | OAKLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | George J Smith | PreparerPersonNm |
| PTIN | P00387691 | PTIN |
| Phone | 6093919522 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | lisaoakleymemorialfoundation.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $66,007 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $18,950 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $190 | InvestmentIncomeAmt |
| Fundraising Gross Income | $46,867 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $20,386 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $26,481 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $45,621 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $49,500 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $485 | OtherExpensesTotalAmt |
| Total Expenses | $49,985 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$4,364 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $17,545 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,181 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,545 | BOYAmt |
| EOY | $13,181 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,545 | BOYAmt |
| EOY | $13,181 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,545 | BOYAmt |
| EOY | $13,181 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Fundraising for cancer research | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Fundraising for next generation cancer research, education, and opportunities through annual golf tournaments and fundraising events. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $49,500 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| PAUL OAKLEY | ||||
| PRESIDENT | 0.00 | $0 | $0 | $0 |
| RYAN OAKLEY | ||||
| VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER OAKLEY | ||||
| SECRETARY | 0.00 | $0 | $0 | $0 |
| MATTHEW OAKLEY | ||||
| TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL OAKLEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 MILLSTONE COURT | AddressLine1Txt |
| City | EGG HARBOR TOWNSHIP | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08234 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6093919522 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $8,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $18,950 | CurrentTaxYearAmt |
| Total | $27,600 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $45,672 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $148,703 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,867 | CurrentTaxYearAmt |
| Total | $241,242 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $8,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,672 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $148,703 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,817 | CurrentTaxYearAmt |
| Total | $268,842 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $268,842 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $190 | CurrentTaxYearAmt |
| Total | $190 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $190 | CurrentTaxYearAmt |
| Total | $190 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,672 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $148,703 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,007 | CurrentTaxYearAmt |
| Total | $269,032 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
| Licensed States | NJ | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf outing | Event1Nm |
| Gross Receipts Event1 | $34,650 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $34,650 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $11,220 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $4,000 | OtherDirectExpensesEvent1Amt |
| Event2 | Beef & Beer | Event2Nm |
| Gross Receipts Event2 | $12,217 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $12,217 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $3,024 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $2,142 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $46,867 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $46,867 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,244 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,142 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $20,386 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $26,481 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| List of grants and similar amounts paid Part I line 10 | Grantee Sydney Kimmel Cancer Center Street 125 S. 9th Street Suite 600 City, State, Zip Philadelphia, PA 19107Relationship None Amount 49,500 |
| Description of other expenses Part I line 16 | Description AmountDomain fee 275Bank fees 60Charitable registration 150 |
Comments