2025-06-06T16:02:33-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 3655 NOBEL DRIVE SUITE 300 SAN DIEGO CA 92122 990PF 2024-01-01 330570710 THE ERIK AND ESE BANCK CLINICAL RESEARCH CENTER ERIK 8582710049 8716 PRODUCTION AVE SAN DIEGO CA 92121 DR RICHARD REID PRESIDENT 8582710049 2025-05-30 1 0 DAVID W CORTNEY P00237024 8585974100 2025-05-30 2024 2025-03-06 01:10:19Z X 11344675 X X 277998 277998 205108 205108 67390 1015453 67006 15000 0 565496 550112 185000 9250 175751 168589 0 168589 99425 2601 96824 12535 4442 8094 50026 0 50026 40177 690 39487 33497 0 47702 0 47702 1179 0 1179 20066 325 19741 658196 17308 607393 0 0 658196 17308 607393 -92700 532804 96284 31052 31052 271204 628154 628154 499609 0 0 3875402 4365155 6330913 3813790 3362758 3282699 1695785 722660 946629 973125 973125 98732 98732 98732 9601650 9458976 11344675 837478 787504 837478 787504 X 0 0 0 0 8764172 8671472 8764172 8671472 9601650 9458976 8764172 -92700 0 8671472 0 8671472 LONG TERM CAPITAL GAIN DISTRIBUTION 2023-01-01 2024-12-31 193304 193304 193304 CENTURYLINK INC 2022-03-31 2024-12-06 41954 48837 -6883 -6883 US TREASURY 2022-12-28 2024-09-30 500000 499615 385 385 CENTURYLINK INC 2013-01-22 2024-10-23 105156 157749 -52593 -52593 CENTURYLINK INC 2013-01-22 2024-10-30 107529 157745 -50216 -50216 CENTURYLINK INC 2013-01-22 2024-12-06 67126 84117 -16991 -16991 67006 7406 0 7406 0 7406 11683 0 0 0 11683 246 4031 4031 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.GUIDESTAR.ORG DR RICHARD REID 8582710049 8516 PRODUCTION AVE SAN DIEGO CA 92121 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT T REID MD 8716 PRODUCTION AVENUE SAN DIEGO CA 92121 TREASURER 40.00 0 0 0 RICHARD T REID PHD 8716 PRODUCTION AVENUE SAN DIEGO CA 92121 PRESIDENT 40.00 185000 50117 0 GERRY HARK 8716 PRODUCTION AVENUE SAN DIEGO CA 92121 DIRECTOR 0.50 0 0 0 KATHRYN BLANKINSHIP 8716 PRODUCTION AVENUE SAN DIEGO CA 92121 DIRECTOR 0.50 0 0 0 TADIMETI RAO PH D 8716 PRODUCTION AVENUE SAN DIEGO CA 92121 DIRECTOR 0.50 0 0 0 JANINE MASON 8716 PRODUCTION AVENUE SAN DIEGO CA 92121 SECRETARY 0.50 0 0 0 THOMAS J KAIDO 4511 JAMESTOWN WAY SAN DIEGO CA 92117 SR. RESEARCH SCIENTI 40.00 0 0 0 ROBERT T REID III 28574 OLD RANCH ROAD SAN DIEGO CA 92082 RESEARCH SCIENTIST 40.00 0 0 0 0 NONE 0 THE SPECIFIC PURPOSE OF THE FOUNDATION IS TO CONDUCT CLINICAL RESEARCH INTO THE TREATMENT AND PREVENTION OF UNCURED DISEASES. 0 0 9770328 365170 0 10135498 0 0 10135498 152032 9983466 499173 499173 7406 7406 491767 0 491767 0 491767 607393 0 607393 491767 0 0 136084 42368 26961 153942 359355 607393 0 0 0 491767 115626 0 0 474981 0 0 0 0 0 0 136084 338897 42368 26961 153942 115626 X 0 0 14 277998 14 205108 18 67390 EXCISE TAX ON INV INCOME REFUND 15000 0 565496 0 565496 0 0 0 0 0 0 0 0 0 0 PAYROLL PROCESSING/ADMIN FEES 7085 354 6731 ACCOUNTING FEES 5450 4088 1363 OFFICE FURNITURE 1994-11-01 2300 2300 SL 10.000000000000 0 0 OFFICE FURNITURE 1994-11-03 1752 1752 SL 10.000000000000 0 0 PICTURES FOR OFFICE 1994-11-29 94 94 SL 10.000000000000 0 0 OFFICE EQUIPMENT 1994-12-09 261 261 SL 10.000000000000 0 0 OFFICE TELEPHONE INSTALLATION 1994-12-21 459 459 SL 10.000000000000 0 0 OFFICE DECORATING SUPPLIES 1994-12-30 150 150 SL 10.000000000000 0 0 FURNISHINGS 1995-06-01 9761 9761 SL 10.000000000000 0 0 EQUIPMENT 1995-06-01 12077 12077 SL 10.000000000000 0 0 FURNITURE 1995-06-01 5954 5954 SL 10.000000000000 0 0 COMPUTERS 1996-09-30 9020 9020 SL 10.000000000000 0 0 OFFICE FURNITURE 1996-11-07 966 966 SL 10.000000000000 0 0 EQUIPMENT 1997-06-30 9738 9738 SL 10.000000000000 0 0 OFFICE FURNITURE 1997-06-30 2676 2676 SL 10.000000000000 0 0 EQUIPMENT 1998-06-30 1216 1216 SL 10.000000000000 0 0 OFFICE FURNITURE 1998-06-30 5934 5934 SL 10.000000000000 0 0 COMPUTER 1999-03-31 1635 1635 SL 10.000000000000 0 0 COMPUTER 1999-09-30 2693 2693 SL 10.000000000000 0 0 LAB EQUIPMENT 2000-01-25 8985 8985 SL 10.000000000000 0 0 LAB EQUIPMENT 2000-10-18 25032 25032 SL 10.000000000000 0 0 LAB EQUIPMENT 2000-12-18 14845 14845 SL 10.000000000000 0 0 COMPUTER EQUIPMENT 2000-12-31 3370 3370 SL 10.000000000000 0 0 LAB EQUIPMENT 2002-07-31 25247 25247 SL 10.000000000000 0 0 LAB EQUIPMENT 2002-04-15 2153 2150 SL 10.000000000000 0 0 COMPUTER 2004-01-31 1938 1938 SL 10.000000000000 0 0 COMPUTER 2004-11-30 2693 2690 SL 10.000000000000 0 0 COMPUTER 2004-05-18 2199 2199 SL 10.000000000000 0 0 COMPUTER 2005-09-30 2341 2341 SL 10.000000000000 0 0 PROJECTOR 2006-10-25 1401 1401 SL 10.000000000000 0 0 OFFICE FURNITURE 2008-01-01 5998 5998 SL 10.000000000000 0 0 LAB BENCHES AND CABINETS 2008-01-01 24689 24684 SL 12.000000000000 0 0 BUILDING 2008-01-01 817501 327008 SL 40.000000000000 20438 0 LAND 2008-01-01 272500 L 0 0 LEASEHOLD IMPROVEMENTS 2008-01-01 59809 23920 SL 40.000000000000 1495 0 ROOF 2008-01-01 28972 11584 SL 40.000000000000 724 0 LAB BENCHES AND CABINETS 2008-01-01 27750 27750 SL 12.000000000000 0 0 STAIRS 2008-01-01 3717 1488 SL 40.000000000000 93 0 LEASEHOLD IMPROVEMENTS 2008-01-01 34685 13872 SL 40.000000000000 867 0 LAB EQUIPMENT -BIOPHOTOMETER 2008-02-15 4294 4291 SL 10.000000000000 0 0 GLASS TABLETOP 2008-02-15 566 566 SL 10.000000000000 0 0 LAB EQUIPMENT 2008-02-06 3680 3680 SL 10.000000000000 0 0 COMPUTER 2008-04-30 1931 1931 SL 10.000000000000 0 0 COMPUTER 2008-12-30 2178 2178 SL 10.000000000000 0 0 LEASEHOLD IMPROVEMENTS 2008-02-09 78250 31133 SL 40.000000000000 1956 0 LEASEHOLD IMPROVEMENTS 2008-02-09 3468 1384 SL 40.000000000000 87 0 LEASEHOLD IMPROVEMENTS 2008-06-20 17473 6773 SL 40.000000000000 437 0 LEASEHOLD IMPROVEMENTS 2008-04-01 19354 7623 SL 40.000000000000 484 0 COMPUTER 2013-06-19 1661 1661 SL 10.000000000000 0 0 COMPUTER 2014-07-05 2163 2052 SL 10.000000000000 108 0 COMPUTER 2014-11-07 3243 2970 SL 10.000000000000 270 0 COMPUTER 2014-12-12 1008 917 SL 10.000000000000 91 0 LAB EQUIPMENT 2014-09-03 5400 5040 SL 10.000000000000 360 0 COMPUTER 2017-09-06 2516 1596 SL 10.000000000000 252 0 COMPUTER 2019-04-07 1621 770 SL 10.000000000000 162 0 LAB EQUIPMENT 2019-07-08 47475 21366 SL 10.000000000000 4748 0 NEW ROOF 2023-10-03 7000 44 SL 40.000000000000 175 0 NEW ROOF 2024-07-06 59992 SL 40.000000000000 750 0 PURSUANT TO CODE SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2),THE ERIK & ESE BANCK CLINICAL RESEARCH CENTER, ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM CORPUS. NON-DIVIDEND INCOME 2024-01 PURCHASED 2024-12 384 COST 0 384 CORPORATE BONDS 3362758 3282699 BLACKROCK GLOBAL GROWTH 686877 972798 NEW PERSPECTIVE FUND 358483 947861 AMERICAN WASHINGTON MUT INVESTORS FUND 450018 1091444 FIDELITY ADVISOR STRATEGIC 650010 894226 FRANKLIN AMERICAN INCOME FUND 980014 1166836 FRANKLIN INCOME 750000 766304 PUBLICLY TRADED SECURITIES 489753 491444 OFFICE FURNITURE 2300 2300 0 OFFICE FURNITURE 1752 1752 0 PICTURES FOR OFFICE 94 94 0 OFFICE EQUIPMENT 261 261 0 OFFICE TELEPHONE INSTALLATION 459 459 0 OFFICE DECORATING SUPPLIES 150 150 0 FURNISHINGS 9761 9761 0 EQUIPMENT 12077 12077 0 FURNITURE 5954 5954 0 COMPUTERS 9020 9020 0 OFFICE FURNITURE 966 966 0 EQUIPMENT 9738 9738 0 OFFICE FURNITURE 2676 2676 0 EQUIPMENT 1216 1216 0 OFFICE FURNITURE 5934 5934 0 COMPUTER 1635 1635 0 COMPUTER 2693 2693 0 LAB EQUIPMENT 8985 8985 0 LAB EQUIPMENT 25032 25032 0 LAB EQUIPMENT 14845 14845 0 COMPUTER EQUIPMENT 3370 3370 0 LAB EQUIPMENT 25247 25247 0 LAB EQUIPMENT 2153 2150 3 COMPUTER 1938 1938 0 COMPUTER 2693 2690 3 COMPUTER 2199 2199 0 COMPUTER 2341 2341 0 PROJECTOR 1401 1401 0 OFFICE FURNITURE 5998 5998 0 LAB BENCHES AND CABINETS 24689 24684 5 BUILDING 817501 347446 470055 LAND 272500 0 272500 LEASEHOLD IMPROVEMENTS 59809 25415 34394 ROOF 28972 12308 16664 LAB BENCHES AND CABINETS 27750 27750 0 STAIRS 3717 1581 2136 LEASEHOLD IMPROVEMENTS 34685 14739 19946 LAB EQUIPMENT -BIOPHOTOMETER 4294 4291 3 GLASS TABLETOP 566 566 0 LAB EQUIPMENT 3680 3680 0 COMPUTER 1931 1931 0 COMPUTER 2178 2178 0 LEASEHOLD IMPROVEMENTS 78250 33089 45161 LEASEHOLD IMPROVEMENTS 3468 1471 1997 LEASEHOLD IMPROVEMENTS 17473 7210 10263 LEASEHOLD IMPROVEMENTS 19354 8107 11247 COMPUTER 1661 1661 0 COMPUTER 2163 2160 3 COMPUTER 3243 3240 3 COMPUTER 1008 1008 0 LAB EQUIPMENT 5400 5400 0 COMPUTER 2516 1848 668 COMPUTER 1621 932 689 LAB EQUIPMENT 47475 26114 21361 NEW ROOF 7000 219 6781 NEW ROOF 59992 750 59242 PAINTINGS & ART OBJECTS 98732 98732 98732 INSURANCE 8352 0 8352 DUES 1115 0 1115 STUDY COSTS - IRB RESEARCH 10274 0 10274 BANK CHARGES 325 325 0 EXCISE TAX ON INV INCOME REFUND 15000 15000 OTHER TAXES AND LICENSES 3616 0 3616 PROPERTY TAX 10192 0 10192 PAYROLL TAX 26369 690 25679