Succession Capital Alliance Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Succession Capital Alliance Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 47-2485622
Foundation Overview
Based in Newport Beach, CA, Succession Capital Alliance Foundation has awarded 33 grants totaling $952,539 to organizations in Arizona, Michigan and 6 other states across the US. Individual grants range from $500 to $443,539, with a median award of $5,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
12 of 15 recipients (80%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.
Geographic Focus
73% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Newport Beach (63%), Santa Ana (17%), El Segundo (4%).
Funding Trajectory
Declining funding trend with 79% decrease over 6 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Succession Capital Alliance Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Big Brothers Big Sisters | $75,000 | Newport Beach, CA, US | General | 2022 |
| Adcri | $5,000 | Newport Beach, CA, US | General | 2022 |
| Sadr Foundation | $4,000 | Newport Beach, CA, US | General | 2022 |
| Second Harvest Food Bank | $10,000 | Newport Beach, CA, US | General | 2022 |
| Miscellaneous | $1,000 | Newport Beach, CA, US | General | 2022 |
| Big Brothers Big Sisters | $75,000 | Newport Beach, CA, US | General | 2022 |
| Adcri | $5,000 | Newport Beach, CA, US | General | 2022 |
| Sadr Foundation | $4,000 | Newport Beach, CA, US | General | 2022 |
| Second Harvest Food Bank | $10,000 | Newport Beach, CA, US | General | 2022 |
| Miscellaneous | $1,000 | Newport Beach, CA, US | General | 2022 |
| Big Brothers Big Sisters | $75,000 | Newport Beach, CA, US | General | 2022 |
| Adcri | $5,000 | Newport Beach, CA, US | General | 2022 |
| Sadr Foundation | $4,000 | Newport Beach, CA, US | General | 2022 |
| Second Harvest Food Bank | $10,000 | Newport Beach, CA, US | General | 2022 |
| Miscellaneous | $1,000 | Newport Beach, CA, US | General | 2022 |
| Childhelpgivesmart | $17,000 | Phoenix, AZ, US | Operating | 2018 |
| Sadr Foundation | $2,000 | Dearborn, MI, US | Operating | 2018 |
| Zavarian Scholarship Fund | $1,000 | Santa Ana, CA, US | Operating | 2018 |
| Big Brothers Big Sisters Orange Cty | $34,500 | Santa Ana, CA, US | Operations | 2018 |
| Adc Memorial | $10,000 | El Segundo, CA, US | Operating | 2018 |
| Skyhook Foundation | $12,000 | Torrance, CA, US | Operating | 2018 |
| Elephant Cooperation | $36,500 | San Clemente, CA, US | Operating | 2018 |
| Operation Underground Railroad | $7,000 | Anaheim, CA, US | Operating | 2018 |
| Humor To Fight The Tumor | $1,000 | Minnetonka, MN, US | Operating | 2018 |
| Childhelp | $60,000 | Phoenix, AZ, US | Operating | 2017 |
| Sadr Foundation | $1,000 | Dearborn, MI, US | Operating | 2017 |
| Ag Minassian Armenian School | $10,000 | Santa Ana, CA, US | Operating | 2017 |
| Big Brothers Big Sisters Orange Cty | $25,000 | Santa Ana, CA, US | Operations | 2017 |
| Ashland Ohio Charities | $5,000 | Ashland, OH, US | Operating | 2017 |
| Naples Children Foundation | $443,539 | Naples, FL, US | Operating | 2016 |
| Roxbury Community College Foundatio | $500 | Roxbury Crossing, MA, US | Operating | 2016 |
| Ccfa | $1,000 | New York, NY, US | Operating | 2016 |
| St Peter Chaldean Dionese | $500 | El Cajon, CA, US | Operations | 2016 |
Foundations Similar to Succession Capital Alliance Foundation
Discover 5 foundations with comparable assets ($3,730,402-$3,771,075), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Peacefield International Inc
EIN: 20-2014422 | 15 grants awarded |
$3,745,196
(≈ Similar) |
$10,000
median grant |
Murrieta, CA
Same state |
|
|
Brian And Iris Na Foundation
EIN: 85-3718742 | 10 grants awarded |
$3,752,461
(≈ Similar) |
$10,000
median grant |
Calabasas, CA
Same state |
|
|
The Erickson Foundation
EIN: 46-4367549 | 48 grants awarded |
$3,740,593
(≈ Similar) |
$7,400
median grant |
San Marcos, CA
Same state |
|
|
Steven And Lenore Newman Family
EIN: 26-0214336 | 497 grants awarded |
$3,730,402
(≈ Similar) |
$2,500
median grant |
Woodland Hills, CA
Same state |
|
|
Boyd Foundation
EIN: 31-6668320 | 174 grants awarded |
$3,771,075
(≈ Similar) |
$5,000
median grant |
San Francisco, CA
Same state |
|
Related Foundation Resources in CA:
Contact Information
Official contact details for Succession Capital Alliance Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 47-2485622 |
| Website | N/A |
| Address | 4695 MACARTHUR CT STE 400 Newport Beach, CA 92660-1859 |
Key People (2)
Board members, trustees, and key staff who oversee Succession Capital Alliance Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President | Julian Movsesian |
|---|---|
| Secretary | Aleen Movsesian |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Succession Capital Alliance Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.