Nonprofit · EIN 47-2485622
SUCCESSION CAPITAL ALLIANCE FOUNDATION
Tax-exempt · NEWPORT BEACH, CA 92660
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $34,969 | $41,883 | -$6,914 | $4,135,313 | $3,550,628 | $584,685 |
| December 31, 2024 | 990-PF | $10,803 | $118 | $10,685 | $3,748,056 | $3,550,628 | $197,428 |
| December 31, 2023 | 990-PF | $10,742 | $8,025 | $2,717 | $270,745 | $0 | $270,745 |
| December 31, 2022 | 990-PF | $1,758 | $0 | $1,758 | $267,879 | $0 | $267,879 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $25,414
- Interest
- $9,555
Expenses
- Grants and similar amounts paid
- $27,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $27,500
- Excise tax on investment income
- $300
Balance sheet and other
- Total assets, start of year
- $3,748,056
- Total assets, end of year
- $4,135,313
- Total liabilities, end of year
- $3,550,628
- Net assets, end of year
- $584,685
- Fair market value of assets
- $4,135,313
- Qualifying distributions
- $27,500
- Net investment income
- $34,969
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIAN MOVSESIAN 4695 MACARTHUR CT STE 400, NEWPORT BEACH, CA 926601859 | PRESIDENT | 10 | $0 |
| ALEEN MOVSESIAN 4695 MACARTHUR CT STE 400, NEWPORT BEACH, CA 926601859 | SECRETARY | 10 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIAN MOVSESIAN 4695 MACARTHUR CT STE 400, NEWPORT BEACH, CA 926601859 | PRESIDENT | 10 | $0 |
| ALEEN MOVSESIAN 4695 MACARTHUR CT STE 400, NEWPORT BEACH, CA 926601859 | SECRETARY | 10 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIAN MOVSESIAN 4695 MACARTHUR CT STE 400, NEWPORT BEACH, CA 926601859 | PRESIDENT | 10 | $0 |
| ALEEN MOVSESIAN 4695 MACARTHUR CT STE 400, NEWPORT BEACH, CA 926601859 | SECRETARY | 10 | $0 |
990-PF for the year ended December 31, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julian Movsesian 4695 MacArthur Court Suite 400, Newport Beach, CA 92660 | President | 10 | $0 |
| Aleen Movsesian 4695 MacArthur Court Suite 400, Newport Beach, CA 92660 | Secretary | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 4695 MACARTHUR CT STE 400, NEWPORT BEACH, CA 92660-1859
- In care of
- % DENICE DOUGLAS
- Signed the 990-PF
- JULIAN MOVSESIAN, PRESIDENT
- Phone
- (949) 794-1882
- Return prepared by
- CBIZ ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 47-2485622 or by the name SUCCESSION CAPITAL ALLIANCE FOUNDATION.
- 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)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-2485622
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,135,313
- Income (IRS master file)
- $34,969
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $34,969 | $41,883 | $4,135,313 | XML |
| 990-PF | December 2024 | $10,803 | $118 | $3,748,056 | XML |
| 990-PF | December 2023 | $10,742 | $8,025 | $270,745 | IRS |
| 990-PF | December 2022 | $1,758 | $0 | $267,879 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 47-2485622).
Questions about SUCCESSION CAPITAL ALLIANCE FOUNDATION
- What is the EIN of SUCCESSION CAPITAL ALLIANCE FOUNDATION?
- The employer identification number (EIN) of SUCCESSION CAPITAL ALLIANCE FOUNDATION is 47-2485622.
- Is SUCCESSION CAPITAL ALLIANCE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to SUCCESSION CAPITAL ALLIANCE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SUCCESSION CAPITAL ALLIANCE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SUCCESSION CAPITAL ALLIANCE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUCCESSION CAPITAL ALLIANCE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SUCCESSION CAPITAL ALLIANCE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SUCCESSION CAPITAL ALLIANCE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $34,969, expenses of $41,883 and total assets of $4,135,313 at year end.
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