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Return of Private Foundation or Section 49 A7 @) (11 Nonexempt Charitable Trust

This document is the 2007 Form 990-PF for the Alavi Foundation, a private non-operating foundation. It provides details on the foundation's financial activities for the 2007 tax year including revenues, expenses, assets, distributions, taxes, and compliance with regulations. Key details include over $1 million in revenues, $205k in qualifying distributions, total assets of over $237 million, and no prohibited activities or transactions with disqualified persons.

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Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
310 views15 pages

Return of Private Foundation or Section 49 A7 @) (11 Nonexempt Charitable Trust

This document is the 2007 Form 990-PF for the Alavi Foundation, a private non-operating foundation. It provides details on the foundation's financial activities for the 2007 tax year including revenues, expenses, assets, distributions, taxes, and compliance with regulations. Key details include over $1 million in revenues, $205k in qualifying distributions, total assets of over $237 million, and no prohibited activities or transactions with disqualified persons.

Uploaded by

alavifoundation
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 15

1'l02 12J 2OOB O3l 3:33 PM

,"*990-PF
Departmentof the Treasury

Return of Private Foundation Trust or Section a7 49 @)(11 Nonexempt Charitable


Treated as a Private Foundation

OMB No. 1545-0052

2007

08
Use the IRS label. Otherwise, print or type. See Specific lnstructions. H Check type of organization: ll$ Section501 Section494 charitable trust I Fair market value of all assets at end of year (from Part ll, col. (c), exempt privatefoundation foundation Other taxable
Employer identification number

23-1345978
Telephonenumber(see page 10 of the instructions)

2L2-944-8333
lf exemptionapplication pending,check here is 1. Foreign organizations, checkhere. . . . . . -. 2. Foreignorganizations meetingthe lf private foundation status was terminated undersecti ons0T(bX l X A ), k here chec ....... lf the foundationis in a 6o-monthtermination under section507(bXlXB), checkhere > )

85% test, check here and aftachcomputation ) >

n
tr

12 1 .180,330
Analysis of Revenue and Expenses (The (b), and of incolumns (c), (d)may necessarily total amounts not
in theamountscolumn 11 ofthe

>

(d) Disbursements
for charitable purposes

o J tr o o

o o a c, o

207 5 7 3 L32 2 6 4
96 749

x ul o
G'
L

CL

53 52L L 6 262
1 9 6s1

.!2
T' T'

.s
E
tr o
ED

1 ,500 28 L34 29 4 7 2 205 283


1 1 9 487 909 896

(E

CL

2,903 4 5 13 3 4 6

For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions. DAA

porm 990-PF (zooz)

1102 1203/2008 3:33 PM

!\I,AVI ::iiFd*tiil:l:

ION

23-7345978
Fair MarketValue

Barancesheetsffi,l"*1*:."iT,-T.Xl#:lli jXTj jiff.ts::lfl :iffi",

236.577 4,488,574

3.951

386

22.384

4,700,000
93 ,L47,399 L4 .582 .ALL 51,599

121180330

Analvsisof
I

in Net Assets or Fund Balances

Total net assets or fund balancesat beginningof year-Part ll, column(a), line 30 (must agree with end-of-yearfigure reportedon prior yea/s retum) Enter amount from Part l. line 27a Other increasesnot includedin line 2 (itemize) A dd fines1 ,2,a nd 3

2 3 4 5 6

3 7 . 6 1 5 o92 3 5 7 629 37 ,972,72L

Decreases included line2 (itemize) )> not in

See

Statement

14

Total net assets or fund balancesat end of vear (line 4

2 37 .972.7t9
rorm 990-PFlzoozy

fiO2140312008 3:33PM

AI,AVI

FOUI{DATION and Losses for Tax on

23-7345978
(d) Date sold (mo., day, yr.)

(a) List and describethe kind(s)of propertysold (e.9., real estate, 2-storybrickwarehouse; common stock,200 shs. MLC Co.) or

1aN

(e) Gross sales price

(g) Costorotherbasis plus expense of sale

(h) Gain or (loss) (e) plus (f) minus (g)

(i)

F.M.V.as of 1231169

0)

Adjusted basis as of 12131/69

(k) Excessofcol.(i) over col. 0), if any

(l) Gains(Col.(h) gain minus col. (k), but not less than {-) or Losses (from col. (h))

gainnetincomeor(netcapital 2 capital loss)

f gain,alsoenterin Partl, line7 lineT rrlrossy,enter{_inpartl, | gainor (loss) defined sections 3 Netshort-term capital as in 1222(5) (6): and (c) lf gain,alsoenterin Partl, line8, column (seepages13 and17of the instructions). l-

l
l
!v"'Eto
entries.

Under Section
(For optionaluse by domesticprivatefoundationssubject to the section4940(a)tax on net investmentincome.) lf section 4940(dX2)applies,leave this part blank. Was the foundationliablefor the section4942 tax on the distributableamountof any year in the base period? lf Yes," the foundationdoes not qualifyunder seclion 4940(e). Do not completethis part.

before
(a) Base period years tax

3.31s .237
2005

3.657 .246 3,357,464

68,430 ,542 67 .448.65 66,699 ,LO7

o .o 4 a 4 4 7
0.110058

054832

0 .0 5 0 ss8
0.312131 o.062426
101 699.382 348.686

66.300 ,234
2 Total of line 1, column(d) 3 Average distributionratio for the S-yearbase period-divide the total on line 2 by 5, or by the if number years foundation beenin existence lessthan5 years of the has 4 Enter netvalueof noncharitable-use the assets 2007fromPartX, line5 for 5 Multiplyline 4 by line 3 (1% income of Partl, line27b) Enter1%of netinvestment Addlines5 and6 qualifying ftom 8 Enter distributions PartXll, line4
tax lf line 8 is equal to or greaterthan line 7, check the box in Part Vl, line 1b, and completethat part using a 1olo rate. See the Part Vl instructionson oaoe 18.

3 9 5 634 406 4 7 6
rorm 990-PF (zooz)

110212103/2008 PM 3:33 Form 990-PF 1a

EI,AVI

FOT'NDATION

-7 3 4

2 3 4 5 6 a b c d 7 8 I 10

Exemptoperatingfoundationsdescribedin section4940(dX2),check here ) [_l and enter "N/A" on line 1. (attach copy of ruling letter if necessar)rcee instructions) Date of ruling lefter: . Domesticfoundations that meet the section 4940(e) requirementsin Part V, check here ) ll and enter 1% of Part l, line2Tb All other domesticfoundationsenter 2% of line of Part l, line '12, col. (b) Tax under section 511 (domesticsection494(a[1) trusts and taxablefoundationsonly. Others enter -0-) Add lines 1 and 2 SubtitleA (income)tax (domesticsectlon494(a)(1) trusts and taxablefoundationsonly. Others enter -0-) Tax based on investment income. Subtractline 4 from line 3. lf zero or less, enter -0Credits/Payments: 2007 estimatedtax paymentsand 2006 overpaymentcreditedto 2007

93 895

0 93 895 0 93 89s 97 .532

Exempt foreign organizations-tax withheld source at


Tax paid with application extensionof time to file (Form 8868) for Backupwithholdingenoneouslywithheld Total creditsand payments.Add lines 6a through6d . . . . Enter any penalty for underpayment estimatedt"*. cnuJ iur" of

97 .s 32
ii i"^ i220 is attached

E Tax due. lf the total of lines 5 and 8 is more than line 7, enter amount owed Overpayment. lf line 7 is more than the total of lines 5 and 8, enter the amount overpaid 3 to be: Credited to 2008 estimated tax )

s8 8

3,O49

StatementsResardinsActivities ii1Hfiffi$dl'.+Hiiiliii
la b Duringthe tax year, did the foundationattemptto influenceany national,state, or local legislationor did it participateor intervenein any politicalcampaign? Did it spend more than $100 duringthe year (either directlyor indirectly)for politicalpurposes(see page 19

x x

of theinstructions definition)? for


lf the answer is Yes" to 1a or 1b, attach a detaileddesoiption of the activitiesand copiesof any materials publishedor distribuledby the foundationin connectionwith the activities. c d Did the foundationfile Form 1120-POLfor this yeaf

(if (section during year: Enter amount any)of lax on political the expenditures 4955)imposed the (1) Onthefoundation.> $ (2) Onfoundation managers. > (if Enter reimbursementany)paidbythefoundation expenditure imposed tax on the during yearfor political the foundation managers. $ )
Has the foundationengagedin any activitiesthat have not previouslybeen reportedto the IRS? lf 'Yes," aftach a detaileddescriptionof the activities. Has the foundationmade any changes,not previouslyreportedto the lRS, in its goveminginstrument,articlesof incorporation, bylaws,or other similarinstruments?lf Yes," aftach a conformedcopy of the changes or

4a b 5 Was a termination, dissolution, orsubstantial contraction theyeaf there liquidation, during required General'lnstruction lf "Yes," attach statement the by T. (relating sections either: Aretherequirements section of 508(e) 4941through 4945)satisfied to in instrument, o By language thegoverning or directions that . By statelegislation effectively that amends goveming the instrument thatno mandatory so
7 8a

;'"i.H"H1ilil:T;:['i::::'Jffffiffff#i1',::*':-::::::::::"N/+ : ::: :

x x x

conflictwith the state law remain in the goveming instrument? Did the foundationhave at least $5,000 in assets at any time duringthe yeaf lf Yes," complete Part ll, col. (c), and PartXV

(see Enter states whichthefoundation reports withwhichit is registered page19of the the to or i n st r uc t ions ) . . . . >. General is a to lf theanswer Yes" to line7, hasthefoundation fumished copyof Form990-PF theAttorney
(or designate)of each state as requiredby General lnstructionG? lf "No," attach explanation fs the foundationclaimingstatus as a privateoperatingfoundationwithin the meaningof section 4942(JX3) or 4942(j[5) for calendaryeat 2007 or the taxableyear beginningin 2007 (see instructionsfor Part XIV on page 27)? lf "Yes," completePart XIV Did any persons become substantialcontributorsduring the laxyear? lf Yes," aftach a schedule listingtheir
and

x x
rorm990-PF (zooz)

10

11O212103120O8 PM 3:33

AI,AVI

FOI'NDATION

23-7345978

the entity directly indhectly, a controlled within or orvn during year, thefoundation, the did 11a Atanytime (see 20 lf "Yes," attach schedule. page oftheinstructions) meaningsection of 512(b)(13)?
b 12 13 14 lf Yes," did the foundationhave a bindingwritten contractin effect on August 17, 2006, coveringthe interest, rents, royalties,and annuitiesdescribedin the attachmentfor line '11a? Did the foundationacquirea direct or indirectinterestin any applicableinsurancecontract? for Did the foundationcomplywith the public inspectionrequirements its annual returnsand exemptionapplication?

N/A

Website address >

N/A

rhebooks inc"re ar" oi'f

'ArAVt

rotllbArroN
23RD FLR

Telephoneno. )

2L2-944-8333

5OO FIFTH
15

A\ZENUE -

ZIP+4 ) Located at ) Section 4947(a)(1)nonexemptcharitabletrusts filing Form 990-PF in lieu of Form 1041- Check here

10110

nts
1a

Activities for

File Form 4720 it any item is checked in the "Yes" column, unless an exception applies. Duringthe year did the foundation(either direcflyor indirectly): person? (1) Engage in the sale or exchange,or leasing of propertywith a disqualified (2) Borow moneyftom, lend moneyto, or otherwiseextendcredit to (or accept it ftom) a disoualified oerson? (3) Fumish goods,sewices, or facilitiesto (or accept them ftom) a disqualifiedperson? (4) Pay compensation or pay or reimbursethe elpenses ol a disqualifiedperson? to, (5) Transferany incomeor assets to a disqualifiedperson(or make any of either availablefor the benefitor use of a disqualifiedperson)? (6) Agree to pay moneyor propertyto a govemmentoffcial? (Exception. Check "No" if the foundationagreed to make a grant to or to employthe officialfor a period after

! v"" El *o

H*' E*,
!v"" !v"" 8 *o 8 *o

terminationof govemmentservice, if terminatingwithin 90 days.) lf any answer is Yes" to 1a(1}(6), did any of the acls fail to qualifyunder the excrptions describedin Regulations section 53.4941(d)-3 in a cunent notice regardingdisasterassistance(see page22 of the instructions)? or relyingon a cunent notice regardingdisasterassistancecheck here Organizations

acts,that in in Didthefoundation engage a prioryearin anyof theactsdescribed 1a, otherthanexcepted yearbeginning 2OO7? in werenotconected before frst dayof thetax the . (section (does apply years foundation a private the was for 4942| not Taxes failure distribute income on to 4942([3) or 4942([5)): in foundation defined section operating (lines and 6d income haveanyundistributed did At theendof taxyear2007, thefoundation betore2ll1? 6e,PartXfff)fortaxyea(s)beginning ...... ! V"" y ff 'Y es ,f"is t t he ear s> 2 0.. ... .., 2 0 ......, 2 0 .... .., 20 ...... a9 of is the in Arethereanyyearslisted 2a for whichthe foundation not applying provisions section 2@\2) (lf applying 4942(a[2) section income? (relating inconect to undistributed to valuation assets) theyear's of "No"andattach the statement-seepage22of instructions.). . to all yearslisted, answer . in 4942(a)(2) beingapplied any of theyearslisted 2a,listthe yearshere. are to ff theprovisions section of >20 , 20 , 20 ,2 0 interest anybusiness in hold 3a Didthefoundation morethana 2% director indirect at the enterprise anytimeduring yeaft. . ! V"" or by in of business holdings 2007as a result (1)anypurchase thefoundation lf Yes," didit haveexcess period period longer (or by approved the persons of afterMay26, t S0g;(2) the lapse the S-year disqualified or acquired giftor bequest; (3) the lapse by to 4943(cX7)) dispose holdings of undersection Commissioner if period? (UseSchedule Form4720, determine the to C, first holding of the 10-,15-, or 20-year phase in had business holdings 2007.) foundation excess 4a Did the foundationinvest during the year any amount in a mannerthat wouldjeopardizeits charitablepurposes? b Did the foundationmake any investmentin a prior year (but after December31, 1969)that could jeopardizeits charitable in 2007? had not been removedfrom

N/A

. l!/+

El *o

.. f{/+

*"

x x
porm 990-PF (zooz)

1102 1203/2008 3:33PM

AI,AVI

ION

23-7345918
Form 4720 Mav Be Required

nts
5a

Duringthe year did the foundationpay or incur any amountto: (1) Carry on propaganda, otherwiseattempt to influencelegislation (section4945(e))? or (2) Influencethe outcomeof any specific public election(see section4955); or to carry on,

I v"" 8 * o
fl v""
V""

:1",fl:"j;:[f:"",H",j::1"'::1ff:j::i]";;;;;,;,i;;;;6;;;;r;:: F, H
(4) Providea grant to an organizationother than a charitable, etc., organizationdescribedin section 509(a[1 ), (2), or (3), or section 4940(dX2)?(see page 22 ot theinstructions) ..... I

Eu
E*o
l*o

(5) Provide anypurpose for otherthanreligious, literary, or charitrable, scientific, purposes, for the prevention cruelty children animals? educational or of to or

! v"" El *o

lf any answer is Yes" to 5a(1)-(5),did any of the transactions to qualifyunder the exceptionsdescribedin fail Regulationssection53.4945or in a cunent notice regardingdisasterassistance(see page 22 of the instructions)? relyingon a current notice regardingdisasterassistancecheck here Organizations lf the answer is Yes" to question5a(4), does the foundationclaim exemptionfrom the tax becauseit maintainedexpenditureresponsibility the grant? for [v"" 6a b 7a b lf Yes," attach the statementrequired by Regulations secdion 53.4945-5(d). Did the foundation,duringthe year, receive any funds, directlyor indirectly, pay premiums to on a personalbenefitcontract? Did the foundation,duringthe year, pay premiums,directlyor indirectly, a personal benefitconkact? on lf you answeredYes" to 6b, also file Form 8870. At any time duringthe tax year, was the foundationa partyto a prohibitedtax sheltertransaction? lf ves. did the foundationreceive

;n
8 *o
8*o
....N ./A

!v" "
[v""

tothetransacti on?....

lnformation About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors
and their
(a) Name and address SEE ATTACEED (e) Expense account. other allo /ances

Compensation of five highest-paid employees (other than those included on line l-see

page 23 of the instructions).

lf none.enter"NONE."
(a) Nameand addressof each employeepaid morethan $50,000

SEE ATTACHED

0
porm 990-PF (zooz)

1102 12lO3l2OOB PM 3:33

i:iifidffii*ltlf.:* Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). lf none, enter "NONE."

lii:ffiffjffi*i:$

Summaryof Direct CharitableActivities

List the foundation's four hrgst direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences cuvened, research papers produced, etc.

437 L77
OPERATION OF FARSI SCHOOLS IN VARIOUS I'NWERSITITES A}ID SCEOOLS

395 045
PI'BLICATION ATiTDBOOK DISTRIBTITION

200 7 8 7
FREE LOA}IS TO COLLEGE S:rUDENTS

38 o97
(see lnvestments
FREE LOA}IS

24 of the

TO SE\IERJAI, PUBLTC CEARITIES-SCHEDI'LE

300 000

All other program-rehted investments. See page 24 of

'the

instructions.

rorm990-PF (zooz)

1 a b c d e

Fair market value of assets not used (or held for use) directlyin carryingout charitable,etc., purposes: Averagemonthlyfair market value of securities Averageof monthlycash balances Fair market value of all other assets (see page 25 of the instructions) Total (add lines 1a, b, and c) Reductionclaimedfor blockageor other factors reportedon lines 1a and 1c (attach detailedexplanation) Acquisitionindebtedness applicableto line 1 assets Subtractline 2 ftom line 1d Cash deemed held for charitableactivities.Enter 1 112% line 3 (for greateramount,see page 25 of

35 5 246 97 965 1 0 3 248

448 508 L48 104

2 3 4 5

103

1 4

oftheinstructions).. .. Netvalueof noncharitable-use assets.Subtract 4 fromline3. Enter line hereandon PartV. line4

1 5 4 8 722 1 0 1 6 9 9 382 5 084 6 084 969 93 895

Distributable Amount (see page 25 of the instructions)lsection 49420X3) fi[S)private and operatins
1 2a b c 3 4 5 6 7 here > Minimum investment retumftomPartX, line6 . . income 2007ftomPartVl, line5 . . Taxon investment for (Thisdoesnotinclude taxtromPartVl.) lncome for 2007. tax the Addfines and2b 2a Distributable amount before adjustments. Subtract 2c ftomline1 line
Recoveriesof amountstreated as qualifing distributions Add lines 3 and 4

93 8 9 5
74 9 9 1 o74 9 9 1 o74

(seepage25 of the instructions) Deduction distributable ftom amount Distributable amountas adjusted. Subtract 6 tromline5. Enter line hereandon PartXlll,

i:jiffifi:lc{ffi
1 a b 2

QualifyingDistributions (see page26 of the instructions) 813 346

Amountspaid (includingadministrativeexpenses)to accomplishcharitable,etc., purposes:

3 a b 4 5 6

gifts, (d), Expenses, contributions, etc.-total tom PartI, column line26 Program-related ftom investments-total PartlX-B paid Amounts to acquire assets used(or heldfor use)directly carrying charitable, in out etc., purposes projects satisfy for Amounts aside specific set charitable that the: test required) Suitability (priorIRSapproval Cash distribution (attach required test the schedule)
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part Xlll, line 4 Foundations that qualiff under section 4940(e) for the reducedrate of tax on net investmentincome.

300 000 293 130

406 476

Enter of Partl, line27b(seepage26 of theinstructions). . . 1% . line Adjustedqualifyingdistributions.Subtract 5 fromline4 (b), years whencalculating whether foundation Note:Theamount line6 willbe usedin PartV, column in subsequent on the oualifies thesection for 4940(e) reduction tax in thosevears. of

rorm 990-PF (zooz)

11O21210312008 PM 3:33

AI.AVI FOI'NDATION Undistributedlncome (see


Distributable amountfor 2007 ftom Part Xl. line7 Undistributed inmme, if any, as of the end of 2006: a Enteramountfor 2006only
b

2 3 -7 instructions

978
(d) 2007

9 9 1 o74

a b

c d e f Total of lines 3a throughe

Totalfor prioryears: 20 ,zv ,2 0 Excess distributions carryover, any,to 2007: if From2O02 From2003 From2004 From2005 From2006

distributions 2007fromPartXll, Qualifying lor l i n e4: > $ 4, 406 ,4 7 6


a Appliedto 2006, but not more than line 2a b Appliedto undistributed income of prior years (Election required-see page27 of the instructions) Treatedas distributions of corpus (Election out required-see page27 of the instructions)
d e

Applied 2007distributable to amount


Remainingamountdistributedout of corpus . . Excessdistributions carryoverapplied to 2007 (lf an amountappearsin column(d), the same amountmustbe shownin column(a).) Enter the net total of each column as indicated below:

4 .406

476

584 598

a Corpus. lines31 4c,and4e. Subtract 5 Add line b Prioryears'undistributed income. Subtract line4b fromline2b Enter amount prioryears' the of undistributed income which notice deficiency been for has a of issued, on which section or 4942(a) has the tax beenpreviously assessed
Subtractline 6c from line 6b. Taxable amount-see page 27 of the instructions incomefor 2006. Subtract line Undistributed 4a fiom line 2a. Taxableamount-see page 27 of the instructions

9 10
a b c d

Undistributed income 2007.Subtract for lines 4d and5 fromline1.Thisamount mustbe in distributed 2008 Amounts treated distributions of corpus as out to satisfy requirements imposed section by (seepage27 ofthe 170(bX1XF)4942(9[3) or instructions) Excess distributions carryover from2002not on applied line5 or line7 (seepage27 of the instructions) Excessdistributionscarryover 2008. to lines7 and8 ftomline6a Subtract Analysis line9: of Excess from2003 Excess from2004 Excess from2005 Excess fiom 2006

AI.AVT Private

23-1345978 27 of the instructions Part and

1'a lf the foundationhas receiveda ruling or determinationletterthat it is a privateoperating foundation,and the rulingis effectivefor 2007, enter the date of the ruling b Check box to indicatewhetherthe 2a Enter the lesser of the adjustednet incomefrom Partlorthe minimum investmentretum from Part X for each year listed b 85o/o line 2a of c Qualifoing distributions PartXll, ftom

(e) Total

line4 for eachyearlisted Amounts included line2cnotused in direclly foractive conduct exempt of activities. . . . . . distributions made Qualifling directly for active conduct exempt of activities. Subtract 2d fromline2c line Complete b, or c forthe 3a, alternative relied test upon: %ssets"aftemative test--cnter:
(1) Value of all assets

(2) Value assets qualifling of under section 4942fi[3XBXi) ..... ... "Endowment" allemative 2/3 test-enter of minimum investment shoyn Part retum in year X,line6 foreach listed "Supporfaltemativetest--enter: (1) Totalsupport otherthangross (interest, investment income payrnents dividends, rents, on (sec{ion securities loans 512(aX5)), royalties) or (2) Supporttomgeneral public and5 or moreexempt organizations provided as in section 4942fi [3XBXiii) (3) Largest amountof supportftom organization an exempt

(Complete Supplementary Information or this part only if the foundationhad $5,000 more in assets at anvtime durinq the vear-see Daqe of the instructions.) 28
a Information Regarding Foundation Managers: List any managersof the foundationwho have contributedmore than 2o/o tre total contributionsreceivedby the foundation ol beforethe close of any tiaxyear (but only if they have contributedmore than $5,000).(See section 50(dX2).)

N/A
b (or Listanymanagers tlie foundation own10%or moreof thestockof a corporation an equally who largeportion the of of interest. ownership a partnership otherentity) which foundation a 10%or greater of of the has or N/A Information Regg;'ding Grant,Gift, Loan,Scholarship, etc., Programs: Contribution, Check here ) [J it ttrefoundation makescontributions preselected charitable organizations doesnotaccept and only to gifts,grants, (seepage28 of the instructions) individuals or unsolicited requests funds. thefoundation for lf makes etc. to under items2a,b, c. andd. orqanizations otherconditions, comolete
The name, address,and telephonenumber of the person to whom applicationsshould be addressed:

SEE ATTACHED
b c The form in which applications should be submiftedand informationand materialsthey should include:

SEE ATTACHED
Any submission deadlines:

SEE ATTACHED
d fields, kindsof institutions, otherfactors: or Anyrestrictions limitations awards, or on suchas by geographical charitable areas,

SEE ATTACHED
rorm 990-PF (zooz)

1102'l2lo3l20083:33 PM

Formeeo-pF(20oil ALAVI

FOUNDATION

23-7345978
the Year or

11

3 Grants and Contributions Paid

for Future

Recipient
Paid during the year

lf recipientis an individual, show any relationship to any foundation manager or substantial contributor

CONTRIBUTION

2 ,565,800 SEE ATTACHED

,TroN/EDUCAT ONA],/RELIGI

PUBLTCATION

& BOOK DIST

31,000
SEE ATTACHED

CONTRIBUTION

TO SCHOOLS

306, 650
FOR FARSI PROGRAM EDUCATIONAL

SEE ATTACHED

payment Approved future for N/A

rorm 990-PF(zooz)

1102 12103120O8 PM 3:33

AI,AVI

FOI'NDATION of lncome-Prod

23-7345978
Activities
(e) Related or exempt function income (See page 28 of

Enter gross amounts unlessotherwiseindicated.

1 Programservice revenue:

the instructions.

a
b c d e f

REJAI, ESTATE

RENTAL

2 3 4 5

g Feesandcontracts govemment from agencies dues Membership andassessments Interest savings temporary on and cashinvestments Dividends interest and fromsecurities
Net rental income or (loss) from real estate: a Debt-financedproperty

227 .452
149,010

6 7 8 I 10 11

b Notdebt-financedproperty property Netrental income (loss) frompersonal or income Otherinvestment Gainor (loss) fromsalesof assets otherthaninvenlory Netincome (loss) or ftomspecial events Grossprofit (loss) or ftomsalesof inventory Otherrevenue:a

000

b
c d e

650

FIFTH

A\IENT'E COMPA}NT

4.506.464

1 2 Subtotal.Add columns(b), (d), and (e) 1 3 Total. Add line 12, columns(b), (d), and (e)
in line'13

4,882,92

of Activitiesto the
Line No. V

of

(e) Explain below howeachactivity which importantly for income reported column of PartXVI-Acontributed is in to (See purposes (other theaccomplishmentthefoundation's of thanby providing fundsfor suchpurposes). exempt

rorm 990-PF (zooz)

1102 1210312008 3:.33PM

A],AVI FOUNDATION 23-7345978 igm,g9,g;nt,oon Information Regarding Transfers and Transactions To and Relationships With Noncharitable iiffif$ll(.I{lli anizations
I Did the organization directlyor indirectlyengage in any of the followingwith any other organizationdescribed in section 501(c)of the Code (other than section 501(c[3) organizations) in section 527, relatingto political or organizations? a Transfersftom the reportingfoundationto a noncharitable exemptorganizationof: (1) Cash

eagetg

(2) Otherassets Othertransactions: (1) Sales assets a noncharitable of to exempt organization (2) Purchases assets of froma noncharitable exempt organization
(3) Rentalof facilities, equipment,or other assets (4) Reimbursementanangements (5) Loans or loan guarantees (6) Performance servicesor membershipor fundraisingsolicitations of Sharingof facilities,equipment,mailing lists, other assets,or paid employees lf the answer to any of the above is Yes," completethe followingschedule.Column (b) should always show the fair market value of the goods,other assets, or services given by the reportingorganization.lf the foundationreceivedless than fair market show in column(d) the value of the

x x x x x x x x x

2a ls the foundationdirectlyor indirectlyaffiliatedwith, or relatedto, one or more tax-exemptorganizations

in described section 501(c) ofthe Code(other 527? thansec{ion 501(cX3)) in section or


of (bl Tvoeoforoanization of

Iv"'8*o

N 'A

Under penaftiesof perjury, I dechre that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledgeand belief, it is true, conect; and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all infonnation of which preparer has any knowledge

\ l_
o o -c
7 Signatureofofficerortrustee

Date

.9 ;O C o .:ho d SE
tJ

.9 >

Preparer's \ 7 CPA sionature Rona1d P. Mctilavich, Rona1d P. Mc Navichr\rCPA, Firm's (oryounif name North Park Avenue self-employed), address, \faa 7 and code ZIP

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Date

L2/03/OE
P.C.

if Check ) selfcmployed [

Prepare/s orPTIN SSN (See 30 on Signature page oftheinstructions.)

POO227327

ffi

EIN > ro'm990-PF (zooz)

DAA

ALAVI FOUNDATION rD #23-7345978 ATTACHMENT OT F'ORM 99O,PF FOR THE YEAR ENDED 3I31I2OO8 Re: Pagel0-Part XV - Line 3 - Contributions Paid CONTRIBUTIONS Ahlul BaytMosque,Inc. Anjuman-E-Haideri Az-ZahraCenter Carleton University CatholicUniversityof America ColumbiaUniversity DoctorsWithoutBorders USA Inc Gatheringof Light HarvardLaw School HarvardUniversity HunterCollege Iranian-Armenian Society, Inc. IrshadLearningCenter IslamicEducation Center IslamicInstituteof New York Kutztown University LakeForestCollege Masoomeen School Islamic of McGill University Mercy Corps Muslim CommunitySchool Muslim Foundation" Inc. ParsAcademy Inc. PortlandStateUniversiwFoundation Razi School Rutgers University Sacred HeartUniversity SanDiegoState University The City Collegeof New York Thirteen Univ. of Califomia,Berkeley UniversalMuslim Association Universityof CA - Los Angeles Universitvof Marvland

65,000.00 3,000.00 25,000.00 10,000.00 45,000.00 100,000.00 3,000.00 20,000.00 17,000.00 41,000.00 6,000.00 6,000.00 450,000.00 403,500.00 250,000.00 5,000.00 20,000.00 6,000.00 80,000.00 20,000.00 176,000.00 150,000.00 10,000.00 32,500.00 360,000.00 72,500.00 39,000.00 48,000.00 1,000.00 2,000.00 30,000.00 6,000.00 10,000.00 50,000.00

ALAVI FOUNDATION tD #23-7345978 ATTACHMENT OT FORM 99O.PF FOR THE YEAR ENDED 3I3II2OO8 Re: Pagel0-PartXV - Line 3 - Contributions Paid(Continued) (CONTTNUED) CONTRTBUTTONS WomenFor WomenInternational TOTAL CONTRIBUTIONS

3,000.00 2,565,500.00

BOOK PUBLICATION / DISTRIBUTION CONTRIBUTION IslamicEducation Center ShiaAssociation Bay AreaInc. of TOTAL BOOK PUBLICATION / DISTRIBUTION CONTRIBUTION

17,000.00 14,000.00 31,000.00

WEEKEND PERSIAN SCHOOL CONTRIBUTIONS Anjuman-E-Haideri Ballet Afsanch Art and Cultural Society Imam Ali Center of KansasCity Islamic Education Center Islamic Houseof Wisdom Jafria Assoc. of North America Oklahoma Farsi School Foundation ParsAcademy,Inc. PersianCultural Club PersianLanguageInstitute, Inc (NJ) PersianLanguageInstitute, Inc (MD) Razi School Sahebozzaman Islamic Center Toronto Farsi School (CANADA) TOTAL WEEKEND PERSIAN SCHOOL CONTRIBUTIONS

25,000.00 25,000.00 11,40 0.00 19,000.00 6,700.00 30,000.00 11,50 0.00 6,400.00 90,000.00 20,000.00 5,000.00 8,000.00 13,65 0.00 35,000.00 306,650.00

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