Succession Capital Alliance Foundation
Succession Capital Alliance Foundation is a private foundation, based in Newport Beach, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.1M in total assets. In 2025, it awarded 3 grants totaling $28K. Net investment income was $22K.
Succession Capital Alliance Foundation at a glance
In short: Succession Capital Alliance Foundation gave $28K across 3 grants in 2025 (avg $9K), top state California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $27,500
- Grants made (2025)
- 3
- Average grant
- $9,167
- Median grant
- $10,000
- Total assets
- $4,135,313
- +10.3% vs 2024
- Primary geography
- California (36% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026.
Who Succession Capital Alliance Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was California Education Works DBA Camino Schools ($10K). Together the top 3 received $28K.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 10 grants of 11 (91%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Succession Capital Alliance Foundation gives
- Giving fell 71% from 2022 to 2025. Method
- In 2025 it paid out 212% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $8K (2023) to $95K (2022). In 2025 it made 3 grants totaling $28K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| California Education Works DBA Camino Schools Irvine, CA | The Camino School Gala | $10,000 |
| Al Marketing LLC (Amerilife ) Clearwater, FL | Christmas in July Program | $10,000 |
| Sadr Foundation Dearborn, MI | General Operating Expenses | $7,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,135,313 | $34,969 | $41,883 | $27,500 | 3 | $27,500 | $21,586 | $12,979 |
| 2024 | $3,748,056 | $10,803 | $118 | — | — | — | $10,803 | $13,448 |
| 2023 | $270,745 | $10,742 | $8,025 | $8,025 | 3 | $8,025 | $10,742 | $13,092 |
| 2022 | $267,879 | $1,758 | — | $95,000 | 5 | — | $1,758 | — |
| 2021 | $359,640 | $1,696 | — | — | — | — | $1,696 | $17,638 |
Under IRS private-foundation payout rules, Succession Capital Alliance Foundation reported a distributable amount of $13K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Succession Capital Alliance Foundation is led by Julian Movsesian, President on every filing since 2021; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Julian Movsesian
President
On filings since 2021
10 hrs/week
No compensation reported
Aleen Movsesian
Secretary
On filings since 2021
10 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Succession Capital Alliance Foundation
How much does Succession Capital Alliance Foundation give each year?
Succession Capital Alliance Foundation gave $28K across 3 grants in 2025, according to its 2025 IRS Form 990-PF.
What is Succession Capital Alliance Foundation's typical grant size?
Succession Capital Alliance Foundation's median grant in 2025 was $10,000, and its average grant was $9,167, across 3 grants on its 2025 IRS Form 990-PF.
Where does Succession Capital Alliance Foundation give grants?
Succession Capital Alliance Foundation's top state is California, with 36% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Florida (36%) and Michigan (27%).
Does Succession Capital Alliance Foundation give general operating support?
Yes: 33% of Succession Capital Alliance Foundation's 2025 grants with a stated purpose (1 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Succession Capital Alliance Foundation?
Succession Capital Alliance Foundation reported $4.1M in total assets on its 2025 IRS Form 990-PF. It paid out $28K in qualifying distributions that year, against a required minimum of $13K (roughly 5% of its investment assets).
What is Succession Capital Alliance Foundation's EIN?
Succession Capital Alliance Foundation's EIN (Employer Identification Number) is 47-2485622. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 15, 2026)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 18, 2024)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 10, 2025)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 10, 2025)
- IRS filings on file for fiscal years 2021–2024
Live grants for the work Succession Capital Alliance Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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