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 2024. As of 2024, the organization holds $3.7M in total assets. Net investment income was $11K.
Succession Capital Alliance Foundation at a glance
- Total assets
- $3,748,056
- +1284.3% vs 2023
- Revenue (2024)
- $10,803
- +0.6% vs 2023
- Net investment income (2024)
- $10,803
- +0.6% vs 2023
- Expenses (2024)
- $118
- -98.5% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Succession Capital Alliance Foundation funds
How this funder distributes its grants
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 7 grants of 8 (88%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Succession Capital Alliance Foundation gives
- In 2023 it paid out 61% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2023, annual grant giving ranged from $8K (2023) to $95K (2022). In 2023 it made 3 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sadr Foundation Dearborn, MI | General Operating Expenses | $5,000 |
| Boys and Girls Club of South Coast Area San Clemente, CA | General Operating Expenses | $2,025 |
| Saint Martyrs Armenian Apostolic Church Santa Ana, CA | General Operating Expenses | $1,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 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 2024 — 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 2024 report compensation.
Officers on the 2024 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, 2021–2024. "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 large is Succession Capital Alliance Foundation?
Succession Capital Alliance Foundation reported $3.7M in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $11K.
Where does Succession Capital Alliance Foundation operate?
Succession Capital Alliance Foundation has awarded grants in California, Michigan.
How much is Succession Capital Alliance Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Succession Capital Alliance Foundation reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- 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
Explore Open Grants
Browse active grant opportunities in Succession Capital Alliance Foundation's focus areas in our free grants database
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