Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 07-01-2018 , and ending 06-30-2019
Name of foundation
AID ASSOCIATION FOR THE BLIND OF
THE DISTRICT OF COLUMBIA
Number and street (or P.O. box number if mail is not delivered to street address)5008 44TH STREET NW
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20016
A Employer identification number

53-0196564
B Telephone number (see instructions)

(202) 244-0649
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,133,178J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 49,297
2 Check bullet.............
3 Interest on savings and temporary cash investments 7,141 7,141  
4 Dividends and interest from securities... 125,218 125,218  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 259,632
b Gross sales price for all assets on line 6a 2,196,106
7 Capital gain net income (from Part IV, line 2)... 259,632
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 441,288 391,991  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,004 2,002   2,002
c Other professional fees (attach schedule).... Click to see attachment 35,050 35,050   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,266 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,196 0   1,196
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,516 37,052   3,198
25 Contributions, gifts, grants paid....... 550,790 550,790
26 Total expenses and disbursements. Add lines 24 and 25 597,306 37,052   553,988
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -156,018
b Net investment income (if negative, enter -0-) 354,939
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 152,056 110,734 110,734
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,698,960 Click to see attachment3,572,264 4,846,844
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 163,000 Click to see attachment175,000 175,600
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,014,016 3,857,998 5,133,178
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 4,014,016 3,857,998
30 Total net assets or fund balances (see instructions)..... 4,014,016 3,857,998
31 Total liabilities and net assets/fund balances (see instructions). 4,014,016 3,857,998
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,014,016
2
Enter amount from Part I, line 27a .....................
2
-156,018
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,857,998
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,857,998
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES-M&T INVESTMENTS P    
b PUBLICLY TRADED SECURITIES-M&T INVESTMENTS P    
c PUBLICLY TRADED SECURITIES-MS INVESTMENTS P    
d PUBLICLY TRADED SECURITIES-MS INVESTMENTS P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 617,663   634,346 -16,683
b 820,600   705,711 114,889
c 126,269   127,171 -902
d 631,574   469,246 162,328
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -16,683
b       114,889
c       -902
d       162,328
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 259,632
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 549,899 5,523,832 0.099550
2016 536,893 5,467,045 0.098205
2015 533,812 5,510,790 0.096867
2014 543,090 6,222,094 0.087284
2013 546,885 6,141,142 0.089053
2
Total of line 1, column (d) .....................
2
0.470959
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.094192
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
5,305,503
5
Multiply line 4 by line 3......................
5
499,736
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,549
7
Add lines 5 and 6........................
7
503,285
8
Enter qualifying distributions from Part XII, line 4,.............
8
553,988
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 3,549
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,549
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,549
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,080
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,080
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 531
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet531 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNONE
    14
    The books are in care ofbulletBETSY PAULL Telephone no.bullet (202) 244-0649

    Located atbullet5008 44TH STREET NWWASHINGTONDC ZIP+4bullet20016
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BETSY PAULL O'CONNELL PRESIDENT
    2.00     		0 0 0
    5008 44TH ST NW
    WASHINGTON,DC20016
    WENDY GASCH TREASURER
    1.00     		0 0 0
    5008 44TH ST NW
    WASHINGTON,DC20016
    MARY REYNER SECRETARY
    1.00     		0 0 0
    5008 44TH ST NW
    WASHINGTON,DC20016
    STANLEY BERMAN DIRECTOR
    0.50     		0 0 0
    5008 44TH ST NW
    WASHINGTON,DC20016
    JAMES DICKSON DIRECTOR
    0.50     		0 0 0
    5008 44TH ST NW
    WASHINGTON,DC20016
    BETSY FEINBERG DIRECTOR
    0.50     		0 0 0
    5008 44TH ST NW
    WASHINGTON,DC20016
    ERIC BRIDGES DIRECTOR
    0.50     		0 0 0
    5008 44TH ST NW
    WASHINGTON,DC20016
    MOHAMAD JAAFAR DIRECTOR
    0.50     		0 0 0
    5008 44TH ST NW
    WASHINGTON,DC20016
    CAROLYN POST DIRECTOR
    0.50     		0 0 0
    5008 44TH ST NW
    WASHINGTON,DC20016
    ELIZABETH RATIGAN DIRECTOR
    0.50     		0 0 0
    5008 44TH ST NW
    WASHINGTON,DC20016
    DENISE ROZELL DIRECTOR
    0.50     		0 0 0
    5008 44TH ST NW
    WASHINGTON,DC20016
    ANTHONY STEPHENS DIRECTOR
    0.50     		0 0 0
    5008 44TH ST NW
    WASHINGTON,DC20016
    VIKE VINCENTE DIRECTOR
    0.50     		0 0 0
    5008 44TH ST NW
    WASHINGTON,DC20016
    HARRIS ROSENSWEIG DIRECTOR
    0.50     		0 0 0
    5008 44TH ST NW
    WASHINGTON,DC20016
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,119,354
    b
    Average of monthly cash balances.......................
    1b
    266,943
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,386,297
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,386,297
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    80,794
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,305,503
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    265,275
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    265,275
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,549
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,549
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    261,726
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    261,726
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    261,726
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    553,988
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    553,988
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    3,549
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    550,439
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 261,726
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 251,838
    b From 2014...... 240,911
    c From 2015...... 264,628
    d From 2016...... 272,849
    e From 2017...... 281,827
    fTotal of lines 3a through e........ 1,312,053
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 553,988
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 261,726
    e Remaining amount distributed out of corpus 292,262
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,604,315
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		251,838
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		1,352,477
    10 Analysis of line 9:
    a Excess from 2014.... 240,911
    b Excess from 2015.... 264,628
    c Excess from 2016.... 272,849
    d Excess from 2017.... 281,827
    e Excess from 2018.... 292,262
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN ASSOCIATION FOR PEOPLE WITH DISABLITIES
    2013 H STREET NW 5TH FL
    WASHINGTON,DC20006     		  PUBLIC CHARITY COSTS TO PAY FOR BLIND INTERNS WORKING IN DC 22,500
    AMERICAN COUNCIL OF THE BLIND INC
    2200 WILSON BLVD SUITE 650
    ARLINGTON,VA22201     		  PUBLIC CHARITY GENERAL OPERATIONS IN DC METROPOLITAN AREA 40,000
    CHILDREN'S NATIONAL MEDICAL FOUNDATION
    111 MICHIGAN AVE NW
    WASHINGTON,DC20001     		  PUBLIC CHARITY OPHTHALMOLOGY SERVICES 90,000
    DC CENTER FOR INDEPENDENT LIVING INC
    1400 FLORIDA AVE NW SUITE 3A
    WASHINGTON,DC20002     		  PUBLIC CHARITY SERVICES TO BLIND/LOW VISION DC AREA RESIDENTS 50,000
    INDEPENDENCE NOW
    12301 OLD COLUMBIA PIKE SUITE 101
    SILVER SPRING,MD20904     		  PUBLIC CHARITY SERVICES TO BLIND/LOW VISION DC AREA RESIDENTS 20,000
    IONA SENIOR SERVICES
    4125 ALBEMARIE STREET NW
    WASHINGTON,DC20016     		  PUBLIC CHARITY PROGRAMS FOR BLIND SENIORS 11,000
    BENDER JEWISH COMMUNITY CENTER
    6125 MONTROSE ROAD
    ROCKVILLE,MD20852     		  PUBLIC CHARITY INTERNAL LIGHT PROGRAM FOR ELDERLY BLIND 10,000
    LOW VISION CENTER OF MONTGOMERY COUNTY MARYLAND
    4905 DEL RAY AVE SUITE 504
    BETHESDA,MD20814     		  PUBLIC CHARITY OPERATING EXPENSES 20,000
    METRO WASHINGTON EAR INC
    12061 TECH ROAD
    SILVER SPRING,MD20904     		  PUBLIC CHARITY OPERATING EXPENSES 10,000
    MONTGOMERY COUNTY PUBLIC SCHOOLS
    850 HUNGERFORD DR
    ROCKVILLE,MD20850     		  PUBLIC CHARITY BLIND/LOW VISION STUDENTS' ACTIVITIES PROGRAM 7,290
    NATIONAL COUNCIL ON INDEPENDENT LIVING
    2013 H ST NW 6TH FLOOR
    WASHINGTON,DC20006     		  PUBLIC CHARITY PROJECTS SERVING BLIND/LOW VISION METRO DC RESIDENTS 40,000
    PREVENTION OF BLINDNESS SOCIETY OF METRO WASHINGTON
    1175 CHURCH STREET NW
    WASHINGTON,DC20036     		  PUBLIC CHARITY OPERATING EXPENSES 50,000
    SO OTHERS MIGHT EAT
    71 O STREET NW
    WASHINGTON,DC20001     		  PUBLIC CHARITY FOR OPHTHALMOLOGY SERVICES 35,000
    THE ABRAHAM & LAURA LISNER HOME
    5425 WESTERN AVE NW
    WASHINGTON,DC20015     		  PUBLIC CHARITY SERVICES FOR BLIND RESIDENTS 10,000
    UNIVERSITY OPHTHALMIC CONSULTANTS
    4600 NORTH PARK AVE PLAZA NORTH
    CHEVY CHASE,MD20815     		  PUBLIC CHARITY OPERATING EXPENSES 10,000
    WASHINGTON LAWYERS COMMITTEE FOR CIVIL RIGHTS & URBAN AFFAIRS
    11 DUPONT CIRCLE SUITE 400
    WASHINGTON,DC20036     		  PUBLIC CHARITY ADVOCACY FOR BLIND/LOW VISION SERVICES 35,000
    WASHINGTON NATIONAL EYE CENTER
    110 IRVING ST NW 1A-1
    WASHINGTON,DC20010     		  PUBLIC CHARITY OPERATING EXPENSES 80,000
    FRIENDS OF COMPASS
    PO BOX 2557
    SANFORD,FL327722557     		  PUBLIC CHARITY GENERAL OPERATING EXPENSES 10,000
    Total .................................bullet 3a 550,790
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 7,141  
    4 Dividends and interest from securities....     14 125,218  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 259,632  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 391,991 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    391,991
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    AID ASSOCIATION FOR THE BLIND OF
    THE DISTRICT OF COLUMBIA
    Employer identification number

    53-0196564
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    AID ASSOCIATION FOR THE BLIND OF
    THE DISTRICT OF COLUMBIA         		Employer identification number
    53-0196564
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    J ROLAND WALTON TRUST CO PNC INSTITUTIONAL ASSET MGMT ALLEGHENY CENTER
     
    116 ALLEGHENY CENTER MALL
     
    PITTSBURGH, PA15212

    		$ 49,297


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    AID ASSOCIATION FOR THE BLIND OF
    THE DISTRICT OF COLUMBIA         		Employer identification number

    53-0196564
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    AID ASSOCIATION FOR THE BLIND OF
    THE DISTRICT OF COLUMBIA         		Employer identification number

    53-0196564
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    AID ASSOCIATION FOR THE BLIND OF
     
    THE DISTRICT OF COLUMBIA
    EIN:
    53-0196564
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,004 2,002   2,002

    TY 2018 ExplnOfNonFilingWithAGStmt
    Name:
    AID ASSOCIATION FOR THE BLIND OF
     
    THE DISTRICT OF COLUMBIA
    EIN:
    53-0196564
    Statement:
    DISTRICT OF COLUMBIA NO LONGER REQUIRES A COPY OF THE 990PF TO BE FILED.

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    AID ASSOCIATION FOR THE BLIND OF
     
    THE DISTRICT OF COLUMBIA
    EIN:
    53-0196564
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 39,513 105,125
    ALPHABET INC CL C 39,173 81,068
    AMERICAN EXPRESS CO 7,628 92,580
    AMERICAN INTERNATIONAL WARRANT 86,943 49,000
    AMAZON 49,690 56,809
    AT&T 81,298 67,020
    BOEING CO 25,034 72,802
    BROADSTONE NET LEASE INC. 250,002 377,196
    BERKSHIRE 71,318 74,610
    CAPITAL ONE FINANCIAL 42,276 72,592
    CATERPILLAR INC 73,785 81,774
    CORTEVA INC 12,607 9,846
    CVS HEALTH CORP COM 79,298 54,490
    DELTA AIR LINES 52,177 56,750
    DOWDUPONT INC 22,770 16,420
    DUPONT DE MEMOURS 34,750 24,998
    FACEBOOK 57,218 77,200
    ILLIMINA INC 34,201 92,038
    JOHNSON & JOHNSON 38,177 83,568
    JP MORGAN CHASE 60,313 67,080
    KINDER MORGAN 68,910 73,080
    LOCKHEED MARTIN CORP 15,439 81,796
    MACQUARIE INFRASTRUCTURE CORP 81,402 60,810
    MERCK & COMPANY 39,210 104,812
    MONDELEZ INTERNATIONAL 49,992 64,680
    PIONEER NATURAL RESOURCES COMMON 51,330 46,158
    PEPSICO INC CO 40,614 98,348
    PLAINS GP HOLDINGS 72,799 74,910
    PROCTER & GAMBLE CO 24,483 93,202
    STARBUCKS CORP 83,582 125,745
    STONECASTLE FINANCIAL 47,848 43,610
    UNITED TECHNOLOGIES CORP 51,037 84,630
    WELLS FARGO & CO NEW 84,156 70,980
    XMO LOGISTICS 50,010 57,810
    3M CO 60,711 52,002
    A O SMITH CORP 5,813 5,235
    AARON'S INC 4,286 5,834
    ACCENTURE PLC IRELAND CL A 9,089 29,009
    ACI WORLDWIDE INC 4,467 6,422
    ADIDAS AG 6,131 8,173
    ADTALEM GLOBAL EDUCATION INC 6,618 6,037
    ADVANCED ENERGY IND INC 1,897 3,207
    AIA GROUP LTD SPON ADR 8,054 16,009
    AIR LIQUIDE ADR 3,492 4,413
    ALBANY SE ADS 3,188 4,726
    ALFA LAVAL AB-UNSPONS ADR 4,713 4,978
    ALLERGAN PLC 24,729 24,445
    ALLIANZ SE ADS 11,253 14,183
    AMADEUS IT GROUP S.A ADR 3,792 3,804
    AMBEV S A SPONSORED ADR 7,298 7,337
    AMER WOODMARK CORPORATION 3,811 3,977
    AMN HEALTHCARE SVCS INC 4,159 4,720
    APERGY CORP 4,008 3,052
    APPLE INC 7,242 23,355
    ARROWHEAD PHARMACEUTICALS 2,885 5,592
    ASPEN PHARMACARE HLDGS LTD ADR 5,378 1,749
    AT&T INC 25,342 26,473
    ATLANTIC UN BANKSHARES CORP 3,836 5,653
    ATLAS COPCO AS A ADR A NEW 9,038 11,388
    BAIDU INC ADS 12,709 8,450
    BANCO BILBAO VIZ ARG SA ADS 13,344 9,624
    BAYERISCHE MOTOREN WERKE ADR 5,089 3,910
    BECTON DICKINSON & CO 13,939 19,909
    BEIGENE LTD 4,919 3,719
    BERRY GLOBAL GROUP INC 6,412 7,257
    BLACKROCK INC 7,807 18,772
    BLUECORA INC COM 1,766 1,731
    BLUEBIRD BIO INC 5,499 5,215
    BOOZ ALLEN HAMILTON HLDG CL-A 4,077 8,740
    BRADY CL A 5,944 6,658
    BRANDYWINE REALTY TR SBI NEW 2,122 1,833
    BRIGHT HORIZONS FAMILY SOLUT 3,026 3,923
    BRINK'S COMPANY COM 7,673 9,173
    BROADBRIDGE FIN SOLU.LLC 4,688 10,214
    BROWN & BROWN INC 4,931 7,839
    CABLE ONE INC COM 4,489 7,026
    CABOT MICROELECTRONICS CORP 7,118 6,935
    CACI INTERNATIONAL INC CL A 6,055 10,025
    CALLON PETROLEUM COMPANY 2,624 1,680
    CANADIAN NATL RAILWAY CO 7,467 9,433
    CARNIVAL CP NEW PAIRED COM 20,875 15,780
    CARTER'S 2,128 2,048
    CASA SYSTEMS INC 1,320 1,106
    CASELLA WASTE SYS INC CL A 1,868 2,933
    CHECK POINT SOFTWARE TECH LTD 12,768 14,220
    CHEVRON CORP 21,170 23,892
    CHINA MOBILE LTD 7,193 5,842
    CHUBB LTD 13,590 19,000
    CHUGAI PHARMACEUTIC UNSP ADR 6,170 6,201
    CHURCHILL DOWNS INC 3,043 3,797
    CISCO SYS INC 14,734 25,668
    CME GROUP INC 23,122 26,205
    COGNEX CORP 3,914 3,503
    COLGATE PALMOLIVE CO 16,197 17,416
    COMCAST CORP (NEW) CLASS A 25,221 28,116
    COMMUNITY HEALTHCARE TR INC 2,779 3,192
    COPART INC 3,242 7,773
    CORECIVIC INC 2,519 2,470
    CORNERSTONE ONDEMAND INC COM 2,459 2,839
    CRANE CO 4,796 4,756
    CUSHMAN & WAKEFIELD LTD 4,244 4,041
    CVS HEALTH CORP COM 15,858 15,039
    CYBERARK SOFTWARE LTD SHS 806 2,429
    CYRUSONE INC 20,819 21,645
    DASSAULT SYSTEMS SA ADS 4,319 7,682
    DBS GROUP HOLDINGS LTD SP 6,503 12,978
    DENTSU INC UNSPON ADR 5,081 4,201
    DIAGEO PLC SPON ADR NEW 8,184 8,961
    DOLBY CLA A COM STK 5,728 7,494
    DOMINOS PIZZA INC 4,665 6,122
    DUNKIN BRANDS GROUP INC 6,396 9,719
    ELEMENT SOLUTIONS INC 6,514 5,749
    EMCOR GROUP INC 5,853 8,193
    EMERGENT BIOSOLUTIONS INC 3,171 2,754
    ENTEGRIS INC 2,875 8,770
    ENTERPRISE FINCL SVCS CORP 5,628 4,326
    ENVESTNET INC 4,775 5,470
    EPIROC AKTIEBOLAG ADR 4,414 4,781
    ETSY INC COM 3,705 5,094
    EVERCORE INC CLASS A 3,146 3,543
    EXELIXIS INC 9,242 9,210
    FABRINET 2,374 3,527
    FANUC CORPORATION UNSP ADR 4,521 4,176
    FIBROGEN INC 5,733 4,789
    FIDELITY NATL INFORMATION SE 10,998 31,161
    FIRST BANCORP NC 4,918 4,662
    FIRST FINCL BNCP 4,456 5,716
    FIRST MERCHANTS CORP 3,774 5,496
    FIRSTCASH INC 3,249 5,301
    FOMENTO ECONOMICO MEXICANO 6,460 6,966
    FORTINET INC 2,480 5,532
    FRANKLIN ELECTRIC CO 2,563 3,705
    FUCHS PETROLUB AG UNSPON ADR 5,506 4,164
    GENOMIC HEALTH INC 2,777 2,153
    GRACO INC 6,105 7,075
    GRAFTECH INTERNATIONAL LTD. 5,717 3,760
    GRAPHIC PACKAGING HOLDING CO 1,687 2,488
    GREEN DOT CORP CL A 3,435 2,249
    GRIFOLS SA ADR 4,636 4,452
    GUIDEWIRE SOFTWARE INC 2,854 5,272
    HDFC BANK LTD ADR 4,278 6,372
    HELIX ENERGY SOLUTIONS GRP INC 2,861 2,468
    HILLENBRAND INC 1,522 1,979
    HONEYWELL INTERNATIONAL INC 9,530 20,951
    HSBC HOLDINGS PLC SPON ADR NEW 6,299 5,301
    HUAZHU GROUP LTD ADR 1,388 4,350
    IAA INC 4,156 5,003
    IAC INTERACTIVECORP COM 1,528 7,396
    ICICI BANK LTD 4,636 7,478
    IMMUNOMEDICS 5,219 4,327
    INFINEON TECHNOLOGIES AG 11,616 9,252
    INGERSOLL-RAND PLC SHS 12,992 24,954
    INTEGRA LIFESCIENCES CRP NEW 3,880 4,580
    IRHYTHM TECHNOLOGIES INC 2,808 3,242
    ITAU UNIBANCO MULTIPLE ADR 4,840 5,473
    JACK HENRY ASSOCIATES 5,979 6,026
    JOHNSON & JOHNSON 11,938 16,992
    JPMORGAN CHASE & CO 13,519 32,534
    KAR AUCTION SVSC & CO 2,537 3,225
    KOMATSU LTD SPON ADR NEW 4,297 3,686
    KOSMOS ENERGY LTD 5,343 4,765
    KUBOTA CP ADR 6,721 7,256
    L OREAL CO ADR 9,582 13,540
    LAKELAND FINCL 2,546 4,215
    LANDSTAR SYSTEM INC 5,988 5,400
    LANTHEUS HLDGS INC COM 2,632 4,302
    LATTICE SEMICONDUCTOR 2,240 4,698
    LEGG MASON INC 5,752 6,125
    LIBERTY MEDIA CORP 4,253 4,302
    LINDE PLC 25,471 31,526
    LITTLEFUSE INC 5,232 4,953
    LIVANOVA PLC SHS 3,142 2,950
    LIVE NATION ENTERTAINMENT INC 7,127 11,196
    LOCKHEED MARTIN CORP 18,525 26,902
    LONZA GROUP AG ZUERICH ADR 7,508 9,666
    LOWES COMPANIES INC 12,237 28,658
    LPL FINL HLDGS INC COM 6,342 8,810
    MARSH & MCLENNNAN COS INC 10,407 19,850
    MAXLINEAR INC CLASS A 2,576 3,024
    MEDTHRONIC PLC SHS 19,093 23,958
    MERCADOLIBRE INC 1,975 9,177
    MERCURY GENL CP NEW 4,582 5,375
    MGIC INVT CORP 5,119 6,150
    MICROSIFT CORP 9,812 47,154
    MOLINA HEALTHCARE INC 6,143 6,584
    MONDELEZ INTL INC COM 17,364 22,153
    MOOG INC CL A 4,762 4,961
    NASPERS LIMITED ADS 3,172 3,971
    NATIONAL STORAGE AFFILIATES TR 3,238 3,965
    NESTLE SPON ADR REP REG SHR 14,101 18,922
    NEW RELIC INC 5,097 4,931
    NEWPARK RES NEW 3,555 2,493
    NEXSTAR MEDIA GROUP CL A 4,600 7,575
    NEXTERA ENERGY INC 8,937 32,573
    NORDSON CP 2,489 6,642
    NOVOZYMES A/S UNSPONS APR 4,713 4,141
    NUTANIX INC CL A 2,994 2,802
    OIL STATES INTL INC 2,041 1,171
    PACKAGING CORP AMER 16,610 22,496
    PEPSICO INC NC 18,124 24,915
    PERFORMANCE FOOD GROUP COMPANY 5,108 6,045
    PERSPECTA INC 3,331 3,582
    PHILIP MORRIS INTL INC 21,851 18,533
    PHILLIPS 66 COM 21,009 23,853
    PHYSICIANS REALY TRUST 4,036 3,889
    PING AN INSURANCE ADR 7,820 8,386
    PJSC LUKOIL SPONSORED ADR 7,005 6,722
    PNC FINL SVCS GP 19,985 22,788
    PORTOLA PHARMACEUTICALS INC 4,663 5,426
    POWER INTERGRATIONS INC 4,679 6,094
    PRA HEALTH SCIENCES INC 1,794 3,371
    PROPETRO HOLDING CORP 1,770 1,946
    QUALYS INC COM 7,556 7,315
    RAMBUS INC (DEL) 2,203 2,504
    REALTY INCOME CORP 15,046 18,415
    REINSURANCE GROUP OF AMERICA 6,274 7,802
    RIO TINTO PLC SPON ADR 4,721 4,738
    ROCHE HOLDINGS ADR 13,535 17,199
    PROYAL DUTCH SHELL PLC CL B 5,349 7,297
    SAGE THERAPEUTICS INC 7,365 8,605
    SAP AG 13,935 19,562
    SASOL LTD SPON ADR 3,902 3,181
    SCHLUMBERGERGER LTD 8,497 4,650
    SELECTIVE INSURANCE GROUP 6,156 7,189
    SEMTECH CORP 4,658 4,325
    SGS SA ADR 4,468 4,447
    SILICON LAB INC 794 1,861
    SONOVA HLDG AG UNSP ADR 4,784 7,342
    SOUTHWEST GAS HOLDINGS INC 6,873 8,245
    SPIRE INC 5,489 6,965
    SPLUNK INC 4,294 8,928
    STERIS PLC 5,774 8,040
    SUPERNUS PHARMACEUTIALS INC 1,786 3,739
    SYMRISE AG UNISPONS ADR 5,258 7,218
    SYSMEX CORP UNSPON ADR 5,589 5,880
    TAIWAN SMCNDCTR MFG CO LTD ADR 14,843 18,175
    TEGNA INC COM 5,763 6,757
    TELADOC HEALTH INC 4,484 4,516
    TEMENOS AG SPONSORED ADR 4,915 5,896
    TENCENT HLDS LTD UNSPON ADR 4,684 4,843
    TEXAS INSTRUMENTS 21,398 24,444
    TOTAL SYSTEMS SVSC 2,138 11,673
    TRACTOR SUPPLY CO 5,954 8,269
    TRIPADVISOR INC COM 4,822 4,722
    TWO HARBOR INVESTMENTS CORP 6,471 5,347
    UNICHARM CORP UNSPON ADR 4,189 3,929
    UNILEVER PLC ADS 7,539 9,110
    UNION PACIFIC CORP 12,778 24,859
    UNIT CORPORATION 1,630 711
    UNITED COMMUNITY BANKS INC 6,164 6,397
    UNITED RENTALS INC 4,104 7,029
    UNITEDHEALTH GP INC 9,160 30,501
    VEEVA SYS INC CL A 1,895 9,727
    VERACYTE INC COM 2,792 3,307
    VERSUM MATERIALS 1,739 2,888
    VIKING THERAPEUTICS INC 2,761 1,577
    VIRTU FINANCIALS INC 6,853 5,924
    WALT DISNEY CO HLDG CO 16,440 21,784
    WEBSTER FINCL CORP 4,609 3,965
    WEC ENERGY GROUP INC COM 13,484 23,594
    WEIBO CORPORATION 4,837 2,918
    WELLCARE HEALTH PLANS INC 8,056 7,697
    WESTERN ALLIANCE BANCORP 4,649 4,114
    WPX ENERGY INC 4,185 2,854
    WRIGHT MEDICAL GROUP 5,257 5,666
    YANDEX N.V. A 3,807 5,396
    ZYNGA INC 3,242 3,316
    ISHARES RUSSELL 2000 VALUE ETF 12,454 12,532
    TCP CAPITAL CORP 1,655 1,511

    TY 2018 InvestmentsOtherSchedule2
    Name:
    AID ASSOCIATION FOR THE BLIND OF
     
    THE DISTRICT OF COLUMBIA
    EIN:
    53-0196564
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MORGAN STANLEY CERTIFICATES OF DEPOSIT AT COST 175,000 175,600

    TY 2018 OtherExpensesSchedule
    Name:
    AID ASSOCIATION FOR THE BLIND OF
     
    THE DISTRICT OF COLUMBIA
    EIN:
    53-0196564
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 930 0   930
    MISCELLANEOUS 266 0   266


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    AID ASSOCIATION FOR THE BLIND OF
     
    THE DISTRICT OF COLUMBIA
    EIN:
    53-0196564
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 35,050 35,050   0


    TY 2018 TaxesSchedule
    Name:
    AID ASSOCIATION FOR THE BLIND OF
     
    THE DISTRICT OF COLUMBIA
    EIN:
    53-0196564
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 6,266 0   0