Nonprofit · EIN 23-7050137
HARVARD BUSINESS SCHOOL ASSOC OF SOUTHERN CALIFORNIA
Also known as WELLS FARGO TR
Tax-exempt · MANHATTAN BCH, CA 90266
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $347,416 | $54,203 | $293,213 | $3,756,094 | $0 | $3,756,094 |
| July 31, 2024 | 990 | $239,947 | $128,406 | $111,541 | $3,498,044 | $0 | $3,498,044 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $6,250
- Program service revenue
- $0
- Investment income
- $341,166
- Net gain from sales of assets
- $274,548
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $50,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,650
- Program services (functional)
- $51,650
- Management and general (functional)
- $2,553
Balance sheet and other
- Total assets, start of year
- $3,498,044
- Total assets, end of year
- $3,756,094
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,756,094
- Publicly traded securities
- $3,653,475
- Net assets with donor restrictions
- $3,756,094
- Gross receipts
- $527,808
- Employees
- 0
- Year formed
- 1973
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE G STRONG JR | TRUSTEE Trustee or director | 1 | $0 |
| DONALD E HALL | TRUSTEE Trustee or director | 1 | $0 |
| SHARI BOWLES GIBBONS | TRUSTEE & CH Trustee or director | 1 | $0 |
| PETER D TAMNY | TRUSTEE Trustee or director | 1 | $0 |
| SALVADOR M VILLAR JR | TRUSTEE Trustee or director | 1 | $0 |
| THEO A KOLOKOTRONES | TRUSTEE Trustee or director | 1 | $0 |
| EDWARD CHEN | TRUSTEE Trustee or director | 1 | $0 |
| RANDY BISHOP | TRUSTEE Trustee or director | 1 | $0 |
| DENIS SIMONOV | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended July 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE G STRONG JR | TRUSTEE Trustee or director | 1 | $0 |
| DONALD E HALL | TRUSTEE Trustee or director | 1 | $0 |
| SHARI BOWLES GIBBONS | TRUSTEE & CH Trustee or director | 1 | $0 |
| PETER D TAMNY | TRUSTEE Trustee or director | 1 | $0 |
| SALVADOR M VILLAR JR | TRUSTEE Trustee or director | 1 | $0 |
| THEO A KOLOKOTRONES | TRUSTEE Trustee or director | 1 | $0 |
| EDWARD CHEN | TRUSTEE Trustee or director | 1 | $0 |
| RANDY BISHOP | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1020 MANHATTAN BEACH BLVD STE 204, MANHATTAN BCH, CA 90266-5129
- In care of
- % E W BALLARD
- Principal officer (990 for 2024)
- SHARI BOWLES GIBBONS, 1020 MANHATTAN BEACH BLVD 204, MANHATTAN BEACH, CA 90266
- Signed the 990
- SHARI BOWLES GIBBONS, TRUSTEE & CHAIRWOMAN
- Phone
- (323) 377-0414
- Website
- HBSASC.ORG
- Return prepared by
- ARETE ADVISORS
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7050137 or by the name HARVARD BUSINESS SCHOOL ASSOC OF SOUTHERN CALIFORNIA.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
ATTRACT SUPPORTERS, MAKE GRANTS AND STEWARD ASSETS FOR BENEFIT OF HARVARD BUSINESS SCHOOL SCHOLARSHIPS FOR STUDENTS FROM SOUTHERN CALIFORNIA
Program accomplishments
- PURPOSE OF ORGANIZATION IS STEWARDSHIP OF ASSETS TO CONTRIBUTE TO HARVARD BUSINESS SCHOOL TO BENEFIT SCHOLARS FROM SOUTHERN CALIFORNIA; PROVIDE FUNDRAISING GUIDANCE TO LOCAL CHAPTER OF HARVARD BUSINESS SCHOOL ALUMNI ORGANIZATION. ANNUALLY, THE TRUSTEES HAVE APPROVED GRANTS TO HARVARD BUSINESS SCHOOL FOR SCHOLARSHIPS.Expenses $51,650 · grants $50,000 · revenue $347,416
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 23-7050137
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1973
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B51I)
- Assets (IRS master file)
- $3,756,094
- Income (IRS master file)
- $527,808
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $347,416 | $54,203 | $3,756,094 | XML |
| 990 | July 2024 | $239,947 | $128,406 | $3,498,044 | XML |
| 990 | July 2023 | $104,983 | $126,660 | $2,959,955 | IRS |
| 990 | July 2022 | – | – | – | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7050137).
Questions about HARVARD BUSINESS SCHOOL ASSOC OF SOUTHERN CALIFORNIA
- What is the EIN of HARVARD BUSINESS SCHOOL ASSOC OF SOUTHERN CALIFORNIA?
- The employer identification number (EIN) of HARVARD BUSINESS SCHOOL ASSOC OF SOUTHERN CALIFORNIA is 23-7050137.
- Is HARVARD BUSINESS SCHOOL ASSOC OF SOUTHERN CALIFORNIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to HARVARD BUSINESS SCHOOL ASSOC OF SOUTHERN CALIFORNIA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HARVARD BUSINESS SCHOOL ASSOC OF SOUTHERN CALIFORNIA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HARVARD BUSINESS SCHOOL ASSOC OF SOUTHERN CALIFORNIA due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HARVARD BUSINESS SCHOOL ASSOC OF SOUTHERN CALIFORNIA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of HARVARD BUSINESS SCHOOL ASSOC OF SOUTHERN CALIFORNIA?
- The 990 for the year ended July 31, 2025 names SHARI BOWLES GIBBONS.
- Who are the officers and directors of HARVARD BUSINESS SCHOOL ASSOC OF SOUTHERN CALIFORNIA?
- The 990 for the year ended July 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does HARVARD BUSINESS SCHOOL ASSOC OF SOUTHERN CALIFORNIA have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $347,416, expenses of $54,203 and total assets of $3,756,094 at year end.
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