2026-09-21T10:21:12-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990PF 2025-01-01 872083897 THE SOUTHERN CALIFORNIA SOCIETY FOR THE HISTORY OF MEDICINE SOUT 3102488668 625 FAIR OAKS AVE 260 SOUTH PASADENA CA 91030 GIDEON MANNING PRESIDENT 3102488668 2026-09-18 1 PATRICIA J MAYER P00188643 8586271400 2025 X X X 181965 X X 4297 4297 672 13572 672 4969 4969 0 0 0 870 0 870 4170 0 4170 650 150 500 956 0 956 11912 0 11912 18558 150 18408 0 0 18558 150 18408 -13589 4819 3277 2078 2078 172255 179887 179887 175532 181965 181965 0 0 X 175532 181965 175532 181965 175532 181965 175532 -13589 20022 181965 0 181965 CAPITAL GAIN/LOSS P 2025-01-01 2025-12-31 13572 12900 672 672 672 67 0 67 0 67 0 0 0 0 0 0 67 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 SOCALHISTMED.ORG GIDEON MANNING 3102488668 625 FAIR OAKS AVE 260 SOUTH PASADENA CA 91030 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GIDEON MANNING 625 FAIR OAKS AVE STE 260 SOUTH PASADENA CA 91030 PRESIDENT 0.25 0 0 0 RUSSEL JOHNSON 625 FAIR OAKS AVE STE 260 SOUTH PASADENA CA 91030 SECRETARY 0.10 0 0 0 MARIO MOLINA 625 FAIR OAKS AVE STE 260 SOUTH PASADENA CA 91030 TREASURER 0.10 0 0 0 DEEPTHIMAN GOWDA 625 FAIR OAKS AVE STE 260 SOUTH PASADENA CA 91030 BOARD MEMBER 0.05 0 0 0 MONIQUE KORNELL 625 FAIR OAKS AVE STE 260 SOUTH PASADENA CA 91030 BOARD MEMBER 0.05 0 0 0 LISA MIX 625 FAIR OAKS AVE STE 260 SOUTH PASADENA CA 91030 BOARD MEMBER 0.05 0 0 0 MEGAN ROSENBAUM 625 FAIR OAKS AVE STE 260 SOUTH PASADENA CA 91030 BOARD MEMBER 0.05 0 0 0 PETER ROSENBERG 625 FAIR OAKS AVE STE 260 SOUTH PASADENA CA 91030 BOARD MEMBER 0.05 0 0 0 WILLIAM SCHUBERT 625 FAIR OAKS AVE STE 260 SOUTH PASADENA CA 91030 BOARD MEMBER 0.05 0 0 0 PAMELA SCHAFF 625 FAIR OAKS AVE STE 260 SOUTH PASADENA CA 91030 BOARD MEMBER 0.05 0 0 0 TAMARA C VENIT-SHELTON 625 FAIR OAKS AVE STE 260 SOUTH PASADENA CA 91030 BOARD MEMBER 0.05 0 0 0 ELIZABETH O'BRIEN 625 FAIR OAKS AVE STE 260 SOUTH PASADENA CA 91030 BOARD MEMBER 0.05 0 0 0 NONE 0 NONE 0 THIS SOCIETY HOSTS ANNUAL LECTURES ON A HISTORY OF MEDICINE TOPIC FOR THE PUBLIC TO ENRICH, EDUCATE AND PROMOTE INTEREST IN THIS AREA OF STUDY IN SOUTHERN CALIFORNIA. THE LECTURES ARE TYPICALLY HELD AT THE HUNTINGTON LIBRARY, GARDENS, AND ART MUSEUM IN SAN MARINO, CALIFORNIA WITH A SPEAKER AS CHOSEN BY THE SOCIETY IN COORDINATION WITH THE HUNTINGTON AND OTHER OUTSIDE PARTNERS. 13368 0 176435 3704 0 180139 0 0 180139 2702 177437 8872 8872 67 67 8805 0 8805 0 8805 18408 0 18408 8805 0 0 0 18408 0 0 0 8805 9603 0 0 9603 0 0 0 0 0 0 0 9603 9603 X 0 0 14 4297 18 672 0 4969 0 4969 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4170 0 4170 FIDELITY MSCI UTILITIES FMV 497 497 FIRST TRUST DOW JONES FMV 2153 2153 FIRST TRUST CLOUD FMV 5333 5333 GLOBAL X FUNDS SHS US FMV 1959 1959 INVESCO PREFERRED ETF FMV 1012 1012 ISHARES BIOTECHNOLOGY FMV 2869 2869 ISHARES IBOXX FMV 5510 5510 ISHARES TIPS FMV 1539 1539 ISHARES MBS ETF FMV 17330 17330 ISHARES TR CORE MSCI EAF FMV 17713 17713 PACER DATA & INFRA FMV 745 745 PROSHARES ONLINE RETAIL FMV 889 889 ST STRT REAL ESTATE FMV 807 807 ST STRT MATERIALS FMV 2721 2721 ST STRT HEALTH CARE FMV 8050 8050 ST STRT CONSUMER FMV 2952 2952 ST STRT ENERGY FMV 4024 4024 ST STRT INDUSTRIAL FMV 6515 6515 STATE STREET SPDR SP FMV 1005 1005 STATE STRT CONS FMV 9792 9792 STE STRT COMTN FMV 10713 10713 VANECK FALLEN ANGEL FMV 1791 1791 VANECK SEMICONDUCTOR FMV 5762 5762 VANGUARD SMALL CAP FMV 16251 16251 VANGUARD FINANCIALS ETF FMV 9611 9611 VANGUARD INFORMATION FMV 18090 18090 VANGUARD SHORT-TERM FMV 13953 13953 VANGUARD INTERMEDIATE FMV 10301 10301 LEGAL 870 0 870 HISTORICAL EVENT EXPENSES: EDUCATION & ENRICHMENT 11531 0 11531 FILING FEES 25 0 25 TECHNOLOGY FEES 261 0 261 OTHER PROJECT COSTS 95 0 95 UNREALIZED GAIN 20022 OTHER PROFESSIONAL FEES 650 150 500