Civic Intelligence

Helen Marie Lewis Medical Research Foundation

EIN 94-3315538 • Duncan, OK

1605 Timbercreek DrDuncan, OK 73533
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-224%

Higher net margin than 2% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

7th percentile

-24%

Faster asset growth than 7% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

83%

Faster revenue growth than 85% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,645,558

Down $824,989 (-24%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,645,558

Down $824,989 (-24%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin2nd percentile

Revenue

Up

$374,109

Up $170,158 (+83%) from 2023

Expenses

Up

$1,210,653

Up $504,037 (+71%) from 2023

Net Income

Down

-$836,544

Down $333,879 (-66%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $3,525,368Liabilities 2011: $0Net Assets 2011: $3,525,3682011Assets 2012: $3,584,153Liabilities 2012: $12012Assets 2013: $3,617,542Liabilities 2013: $0Net Assets 2013: $3,617,5422013Assets 2014: $3,627,142Liabilities 2014: $0Net Assets 2014: $3,627,1422014Assets 2015: $3,615,562Liabilities 2015: $0Net Assets 2015: $3,615,5622015Assets 2016: $3,621,269Liabilities 2016: $0Net Assets 2016: $3,621,2692016Assets 2017: $3,618,235Liabilities 2017: $0Net Assets 2017: $3,618,2352017Assets 2018: $3,622,712Liabilities 2018: $0Net Assets 2018: $3,622,7122018Assets 2019: $3,915,743Liabilities 2019: $0Net Assets 2019: $3,915,7432019Assets 2020: $3,910,467Liabilities 2020: $0Net Assets 2020: $3,910,4672020Assets 2021: $3,825,892Liabilities 2021: $0Net Assets 2021: $3,825,8922021Assets 2022: $4,022,207Liabilities 2022: $0Net Assets 2022: $4,022,2072022Assets 2023: $3,470,547Liabilities 2023: $0Net Assets 2023: $3,470,5472023Assets 2024: $2,645,558Liabilities 2024: $0Net Assets 2024: $2,645,5582024

Highlighted filing

2024

Assets$2,645,558
Liabilities$0
Net Assets$2,645,558
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2011: $148,6142011Revenue 2012: $215,185Expenses 2012: $156,400Net Income 2012: $58,7852012Revenue 2013: $117,950Expenses 2013: $84,561Net Income 2013: $33,3892013Revenue 2014: $118,818Expenses 2014: $109,218Net Income 2014: $9,6002014Revenue 2015: $106,452Expenses 2015: $118,032Net Income 2015: -$11,5802015Revenue 2016: $101,675Expenses 2016: $95,968Net Income 2016: $5,7072016Revenue 2017: $97,871Expenses 2017: $100,905Net Income 2017: -$3,0342017Revenue 2018: $116,482Expenses 2018: $112,005Net Income 2018: $4,4772018Revenue 2019: $412,573Expenses 2019: $119,542Net Income 2019: $293,0312019Revenue 2020: $126,717Expenses 2020: $131,993Net Income 2020: -$5,2762020Revenue 2021: $126,931Expenses 2021: $38,053Net Income 2021: $88,8782021Revenue 2022: $321,361Expenses 2022: $125,039Net Income 2022: $196,3222022Revenue 2023: $203,951Expenses 2023: $706,616Net Income 2023: -$502,6652023Revenue 2024: $374,109Expenses 2024: $1,210,653Net Income 2024: -$836,5442024

Highlighted filing

2024

Revenue$374,109
Expenses$1,210,653
Net Income-$836,544
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,645,558
Liabilities
$0
Net assets
$2,645,558
Revenue
$374,109
Expenses
$1,210,653
Net income
-$836,544
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.37$1.21$0.84
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.00$3.47$0.20$0.71$0.50
2022Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.32$0.13$0.20
2021Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.13$0.04$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.00$3.91$0.13$0.13$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.92$0.00$3.92$0.41$0.12$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.12$0.11$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.10$0.10$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.10$0.10$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.11$0.12$0.01
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.00$3.63$0.12$0.11$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.12$0.08$0.03
2012Summary only. Only limited summary data is available for this year.$3.58$0.00$0.22$0.16$0.06
2011Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEAN LEWISTrustee-$0--
DORIS M SMITHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Helen Marie Lewis Medical Research
EIN
94-3315538
Phone
9092265212
Address
1605 TIMBERCREEK DR, DUNCAN, OK 73533

Signing Officer

Name
Doris Smith
Title
Trustee
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Hr & Associates Llp
Address
10670 CIVIC CENTER DR STE 200, RANCHO CUCAMONGA, CA 91730
Preparer
Bruce L Hacker CPA
Phone
9094440021
Raw XML Appendix324 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt02844
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02844
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0LPL CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt025292
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt024877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01448568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02733611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0LPL STOCKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0628496
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LPL MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01027991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0114050
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01969
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0254816
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03274
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0119293
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0254816
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02844
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02844
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0363592
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0254816
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0114050
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0114050
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-836544
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02051123
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt03274
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03274
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03274
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt075
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0256785
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0338625
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0246268
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt029146
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt029162
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt05216
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0453
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0363592
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01169135
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt029599
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01210653
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0368224
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0374109
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08135
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt029599
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt049653
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt011882
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0331097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11453405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28042
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt025086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1221182
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt025086
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0356183
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VARIOUS LPL #1016 - S/T NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VARIOUS LPL #1016 - L/T NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2160 SHS CARRIER GLOBAL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc380 SHS OTIS WORLDWIDE CORP
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-09-19
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0250
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04707
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04707
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04707
IRS990PF/DistributableAmountGrp/TotalTaxAmt04707
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01340355
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03470547
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0173779
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03470547
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03470547
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11605 TIMBERCREEK DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DUNCAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DUNCAN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd073533
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01169135
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DORIS LEWIS SMITH
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION FOR CHILDRENS RNI & MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ADVANCING MEDICAL SCIENCE AND IMPROVING HEALTH THROUGH RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROVIDE COUNSELING AND INTERVENTION FOR YOUTH IN TROUBLED CIRCUMSTANCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SERVE CHARITABLE NEEDS TO IMPROVE OKLAHOMA COMMUNITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0WVU FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1OKLAHOMA MEDICAL RESEARCH FOUNDATOI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CALIFORNIA YOUTH SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3COMMUNITY FOUNDATION OF OKLAHOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1825 NE 13TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt223282 MILL CREEK DR STE 130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3801 NW 63RD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MORGANTOWN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LAGUNA HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3OKLAHOMA CITY
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0706152
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0124873
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0181850
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02182010
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01169135
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0706152
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0124873
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0181850
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01169135
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01169135
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02182010
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01012875
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0CA REGISTRY
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt075
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt075
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0250
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FORM 1099 VS BOOK INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LPL INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NONDEDUCTIBLES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt029146
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt029146
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt116
OtherIncreasesSchedule/OtherIncreasesDetail/Amt011805
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0COST BASIS ON SOLD STOCK NOT ON BOOKS
TaxesSchedule/TaxesDetail/Amt0268
TaxesSchedule/TaxesDetail/Amt12948
TaxesSchedule/TaxesDetail/Amt22000
TaxesSchedule/TaxesDetail/Amt3453
TaxesSchedule/TaxesDetail/CategoryTxt02022 FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt12023 FEDERALTAX BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt22024 ESTIMATE
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAX ON INVESTMENTS - LPL #1016
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0268
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt12948
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt22000
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0453
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DORIS SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN MARIE LEWIS MEDICAL RESEARCH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HELE
ReturnHeader/Filer/EIN0943315538
ReturnHeader/Filer/PhoneNum09092265212
ReturnHeader/Filer/USAddress/AddressLine1Txt01605 TIMBERCREEK DR
ReturnHeader/Filer/USAddress/CityNm0DUNCAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073533
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262090282
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HR & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010670 CIVIC CENTER DR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091730
ReturnHeader/PreparerPersonGrp/PhoneNum09094440021
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bruce L Hacker CPA
ReturnHeader/ReturnTs02025-11-17T15:09:59-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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