Private Foundation

SUCCESSION CAPITAL ALLIANCE FOUNDATION

SUCCESSION CAPITAL ALLIANCE FOUNDATION is a Private Foundation headquartered in NEWPORT BEACH, CA. Financial data from the 2024 filing: $11K revenue, $118 expenses, $3.7M total assets. IRS filings disclose 25 grants awarded by this foundation, totaling roughly $370K.

EIN: 472485622 NEWPORT BEACH, CA Latest filing: 2024

Total Revenue$11K

Total Expenses$118

Total Assets$3.7M

Grants Given25

Grant Total$370K

Filing Years2018–2024

Sample Grants Given

SADR FOUNDATION

DEARBORN, MI · 2023

GENERAL OPERATING EXPENSES

$5,000

BOYS AND GIRLS CLUB OF SOUTH COAST AREA

SAN CLEMENTE, CA · 2023

GENERAL OPERATING EXPENSES

$2,025

SAINT MARTYRS ARMENIAN APOSTOLIC CHURCH

SANTA ANA, CA · 2023

GENERAL OPERATING EXPENSES

$1,000

Big Brothers Big Sisters

Newport Beach, CA · 2022

General

$75,000

Second Harvest Food Bank

Newport Beach, CA · 2022

General

$10,000

Showing up to 5 of 25 total records — full history available with membership.

Officers & Directors

SECRETARY Aleen Movsesian

PRESIDENT Julian Movsesian

Officer compensation and complete director data available with membership.

Top Grant Purposes

Operating

$182,500 14 grants

General

$95,000 5 grants

Operations

$84,500 3 grants

GENERAL OPERATING EXPENSES

$8,025 3 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$11K	$118	$3.7M
2023	$11K	$8K	$271K
2022	$2K	—	$268K
2019	$44K	$45K	$421K
2018	$5K	$121K	$422K

Between 2018 and 2024, reported annual revenue grew from $5K to $11K (+97%), with total assets most recently reported at $3.7M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AZ, CA, MI, MN, OH.

AZCAMIMNOH

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for SUCCESSION CAPITAL ALLIANCE FOUNDATION

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports