LISA OAKLEY MEMORIAL FOUNDATION: Form 990EZ, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LISA OAKLEY MEMORIAL FOUNDATION (EIN 85-3576605)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202601329349203730
- Schema version
- 2025v4.1
- 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 | 2026-05-12T15:02:11-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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) |
|---|---|---|
| In Care Of | % PAUL OAKLEY | InCareOfNm |
| Business Name Control | LISA | BusinessNameControlTxt |
| Phone | 6093919522 | PhoneNum |
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 | 2026-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE J SMITH | PreparerPersonNm |
| PTIN | P00387691 | PTIN |
| Phone | 6093919522 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $76,833 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $19,857 | ContributionsGiftsGrantsEtcAmt |
| Fundraising Gross Income | $56,976 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $12,355 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $44,621 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $64,478 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $63,600 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $530 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $335 | OtherExpensesTotalAmt |
| Total Expenses | $64,465 | TotalExpensesAmt |
| Excess Or Deficit For Year | $13 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $14,900 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,913 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,900 | BOYAmt |
| EOY | $14,913 | 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 | $14,900 | BOYAmt |
| EOY | $14,913 | 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 | $14,900 | BOYAmt |
| EOY | $14,913 | 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 | Contribution of substantially all of the money raised, net of expenses, to the Jefferson University Hospital Sydney Kimmel Cancer Center. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $63,600 | GrantsAndAllocationsAmt |
| Program Service Expenses | $63,600 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $63,600 | 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 Minus2 Years | $18,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,750 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,857 | CurrentTaxYearAmt |
| Total | $51,557 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $148,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,867 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,760 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,976 | CurrentTaxYearAmt |
| Total | $334,978 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $148,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,510 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,833 | CurrentTaxYearAmt |
| Total | $386,535 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $386,535 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $190 | CurrentTaxYearMinus2YearsAmt |
| Total | $190 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $190 | CurrentTaxYearMinus2YearsAmt |
| Total | $190 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $148,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,007 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,510 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,833 | CurrentTaxYearAmt |
| Total | $386,725 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99950 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99940 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf outing | Event1Nm |
| Gross Receipts Event1 | $56,976 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $56,976 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $9,297 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $3,058 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $56,976 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $56,976 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,297 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,058 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $12,355 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $44,621 | 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 63,600 |
| Description of other expenses Part I line 16 | Description AmountDomain name registration 275New Jersey charitable registration 60 |
Comments