Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 08-01-2011 , and ending 07-31-2012
G
Check all that apply:
Name of foundation
Weathertop Foundation FKA Thomas Nelson
 
% WILLIAM G URBAN
Number and street (or P.O. box number if mail is not delivered to street address)5320 Grand Ave   Room/suite
City or town, state, and ZIP code
Des Moines, IA50312
A Employer identification number

42-1431036
B Telephone number (see page 10 of the instructions)

(804) 282-2554
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$9,633,210J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
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 page 11 of the 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) 0
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 147,079 147,079  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 130,070
b Gross sales price for all assets on line 6a 805,822
7 Capital gain net income (from Part IV, line 2)... 130,070
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)....... Click to see attachment 339,178 318,517  
12 Total. Add lines 1 through 11........ 616,327 595,666  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,200 1,600 0 1,600
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 11,729 629    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,332     2,332
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 23,608 23,051   557
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 40,869 25,280 0 4,489
25 Contributions, gifts, grants paid........ 421,348 421,348
26 Total expenses and disbursements. Add lines 24 and 25 462,217 25,280 0 425,837
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 154,110
b Net investment income (if negative, enter -0-) 570,386
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
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............... 680,521 517,025 517,025
2 Savings and temporary cash investments..........      
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 page 15 of the
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)........ 3,908,835 Click to see attachment4,286,297 5,447,809
c Investments—corporate bonds (attach schedule)........ 373,959 Click to see attachment194,532 212,815
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 3,477,821 Click to see attachment3,587,495 3,455,561
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) 8,441,136 8,585,349 9,633,210
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
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 8,441,136 8,585,349
30 Total net assets or fund balances (see page 17 of the
instructions).................... 8,441,136 8,585,349
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 8,441,136 8,585,349
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 8,441,136
2 Enter amount from Part I, line 27a..................... 2 154,110
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 8,595,246
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 9,897
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 8,585,349
Form 990-PF (2011)
Form 990-PF (2011)
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 LAMAR ADVERTISING COMPANY P 2010-09-15 2011-08-04
b LAMAR ADVERTISING COMPANY P 2010-09-27 2011-08-04
c LAMAR ADVERTISING COMPANY P 2010-11-08 2011-08-04
d LAMAR ADVERTISING COMPANY P 2011-06-24 2011-08-04
e E*TRADE FINANCIAL CORPORATION P 2011-05-11 2011-10-17
GREEN MOUNTAIN COFFEE RO... P 2011-12-01 2012-01-26
POLYPORE INTERNATIONAL, INC. P 2011-06-20 2012-01-30
POLYPORE INTERNATIONAL, INC. P 2011-09-14 2012-01-30
AMCOL INTERNATIONAL CORPORATIO P 2011-04-27 2012-03-14
SPECTRA ENERGY CORPORATION P 2011-12-28 2012-05-17
BRINKS COMPANY P 2012-04-27 2012-07-18
ACACIA RESEARCH CORP. P 2011-10-24 2012-07-25
ACACIA RESEARCH CORP. P 2011-12-28 2012-07-25
JOHNSON & JOHNSON P 2010-10-15 2011-08-18
WAL MART STORES, INC. P 2010-09-29 2011-08-25
BROOKFIELD ASSET MANAGEMENT P 2011-02-24 2011-12-19
BROOKFIELD ASSET MANAGEMENT P 2011-08-09 2011-12-19
DIGITAL REALTY TRUST, INC. P 2011-02-15 2012-01-26
VENTAS, INC. P 2011-02-15 2012-02-14
FORTUNE BRANDS NOTE P 2010-08-03 2011-11-04
NJ NOTE P 2009-01-29 2012-01-17
UST INC. SENIOR NOTE P 2009-02-10 2012-07-16
COOPER COMPANIES, INC P 2010-10-18 2011-11-18
POLYPORE INTERNATIONAL, INC. P 2011-01-12 2012-01-30
NVR, INC. P 2010-09-29 2012-01-30
AMCOL INTERNATIONAL CORPOR... P 2011-01-03 2012-03-14
EXPEDITORS INTERNATIONAL OF ? P 2010-09-09 2012-04-27
SPECTRA ENERGY CORPORATION P 2010-10-22 2012-05-17
O REILLY AUTOMOTIVE, INC. P 2009-11-09 2012-06-27
BRINKS COMPANY P 2008-12-08 2012-07-18
BRINKS COMPANY P 2009-12-10 2012-07-18
JOHNSON & JOHNSON P 2005-08-17 2011-08-18
COCA-COLA P 2008-11-19 2011-09-07
TARGET CORPORATION P 2008-12-18 2012-01-20
TARGET CORPORATION P 2008-12-29 2012-01-20
BARD C R INC. P 2008-10-02 2012-02-10
BARD C R INC. P 2008-10-23 2012-02-10
CHUBB CORP. P 2008-11-20 2012-03-15
CHUBB CORP. P 2009-01-30 2012-03-15
CHUBB CORP. P 2011-03-11 2012-03-15
CISCO SYSTEMS INC. P 2005-08-11 2012-04-20
CISCO SYSTEMS INC. P 2008-08-06 2012-04-20
CISCO SYSTEMS INC. P 2010-10-19 2012-04-20
CISCO SYSTEMS INC. P 2010-11-05 2012-04-20
CISCO SYSTEMS INC. P 2010-11-16 2012-04-20
BROWN FORMAN CORP B P 2009-09-09 2012-06-27
WAL MART STORES, INC. P 2005-11-03 2012-07-31
WAL MART STORES, INC. P 2009-02-03 2012-07-31
WAL MART STORES, INC. P 2010-09-29 2012-07-31
MACERICH COMPANY P 2009-12-23 2012-01-26
MACERICH COMPANY P 2010-03-23 2012-01-26
MACERICH COMPANY P 2010-11-02 2012-01-26
BOSTON PROPERTIES P 2010-11-02 2012-01-26
AVALONBAY COMMUNITIES INC. P 1998-06-09 2012-01-26
EQUITY RESIDENTIAL P 1997-12-24 2012-01-26
PROLOGIS P 2003-04-17 2012-02-14
AVALONBAY COMMUNITIES INC. P 1998-06-09 2012-02-14
DIVERGENCE, INC. P   2012-03-02
GENERAL GROWTH PROPERTIES, INC. P   2012-12-28
CAPITAL GAIN DIVIDENDS P    
(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 6,671   10,037 -3,366
b 3,159   4,980 -1,821
c 1,766   2,975 -1,209
d 3,924   5,338 -1,414
e 12,108   20,942 -8,834
14,688   16,470 -1,782
5,450   5,894 -444
5,450   6,388 -938
1,426   1,922 -496
8,580   9,249 -669
11,124   12,241 -1,117
12,434   15,840 -3,406
6,217   7,338 -1,121
11,932   12,077 -145
9,035   9,094 -59
11,784   14,660 -2,876
10,475   11,140 -665
20,814   16,797 4,017
5,745   5,551 194
76,093   76,823 -730
50,000   51,187 -1,187
50,000   51,417 -1,417
8,653   7,639 1,014
21,800   17,678 4,122
19,423   18,018 1,405
14,716   16,376 -1,660
16,232   17,207 -975
9,066   7,491 1,575
17,687   8,800 8,887
8,197   7,826 371
2,927   3,119 -192
6,908   7,000 -92
14,039   8,724 5,315
10,597   7,571 3,026
14,129   8,991 5,138
19,264   19,774 -510
11,925   10,751 1,174
12,350   8,220 4,130
14,408   9,000 5,408
17,152   14,595 2,557
13,331   11,993 1,338
2,587   3,103 -516
9,749   11,230 -1,481
9,948   12,099 -2,151
5,969   5,912 57
11,540   5,594 5,946
14,894   9,548 5,346
2,979   1,889 1,090
745   535 210
875   482 393
1,422   1,002 420
16,410   13,697 2,713
10,314   8,692 1,622
18,731   2,363 16,368
17,766   5,663 12,103
16,587   13,960 2,627
6,601   850 5,751
15,112     15,112
245     245
      51,669
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       -3,366
b       -1,821
c       -1,209
d       -1,414
e       -8,834
      -1,782
      -444
      -938
      -496
      -669
      -1,117
      -3,406
      -1,121
      -145
      -59
      -2,876
      -665
      4,017
      194
      -730
      -1,187
      -1,417
      1,014
      4,122
      1,405
      -1,660
      -975
      1,575
      8,887
      371
      -192
      -92
      5,315
      3,026
      5,138
      -510
      1,174
      4,130
      5,408
      2,557
      1,338
      -516
      -1,481
      -2,151
      57
      5,946
      5,346
      1,090
      210
      393
      420
      2,713
      1,622
      16,368
      12,103
      2,627
      5,751
      15,112
      245
       
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 2 130,070
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 pages 13 and 17 of the 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 page 18 of the 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))
2010 505,031 8,454,240 0.059737
2009 332,410 7,453,045 0.044601
2008 345,266 6,569,665 0.052555
2007 224,264 7,821,406 0.028673
2006 234,960 7,384,096 0.03182
2 Total of line 1, column (d) ...................... 2 0.217386
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.043477
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 8,840,237
5 Multiply line 4 by line 3....................... 5 384,347
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 5,704
7 Add lines 5 and 6......................... 7 390,051
8 Enter qualifying distributions from Part XII, line 4.............. 8 425,837
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 on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 5,704
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  
3 Add lines 1 and 2............................ 3 5,704
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,704
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 10,586
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,586
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
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 4,882
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet4,882 Refunded Bullet 11  
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 page 19 of
the 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
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 page 19 of the
    instructions)bulletIA
    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 .
    8b
    Yes
     
    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 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? 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
    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 page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
     
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWILLIAM G URBAN Telephone no.bullet (804) 282-2554
    Located atbullet29 LIBBIE AVENUERICHMONDVA ZIP+4bullet23226
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    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 page 20 of the 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 2011?.............
    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 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    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 page 20 of the 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 2011 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 2011.)....................
    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 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (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 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the 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 page 22 of the 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
     
     
    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
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    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 page 22 of the 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
    THOMAS N URBAN III DIRECTOR
    0     		0    
    1775 WEST 40TH AVE
    VANCOUVER,BRITISH COLUMBIAV6M 1W3
    CA
    WILLIAM G URBAN TREASURER
    0     		0    
    29 LIBBIE AVENUE
    RICHMOND,VA23226
    MARY BRIGHT URBAN VICE-PRESIDENT
    0     		0    
    5320 Grand Avenue
    Des Moines,IA50312
    VICTORIA URBAN BROER SECRETARY
    0     		0    
    12611 LAKE SHORE BOULEVARD
    BRATENAHL,OH44108
    THOMAS NELSON URBAN JR CHAIRMAN & PRESIDENT
    0     		0    
    5320 Grand Avenue
    Des Moines,IA50312
    CORNELIA URBAN SAWCZUK DIRECTOR
    0     		0    
    3497 COCHISE DRIVE SE
    ATLANTA,GA30339
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the 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
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the 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
    8,444,860
    b
    Average of monthly cash balances.......................
    1b
    530,000
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,974,860
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,974,860
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    134,623
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,840,237
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    442,012
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    442,012
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    5,704
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,704
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    436,308
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    436,308
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    436,308
    Part XII
    Qualifying Distributions (see page 25 of the 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
    425,837
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    425,837
    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 page 26 of the instructions)............
    5
    5,704
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    420,133
    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 (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 436,308
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:2009, 2008, 2007 0
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008....... 1,461
    d From 2009.......  
    e From 2010....... 101,884
    fTotal of lines 3a through e......... 103,345
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 425,837
    a Applied to 2010, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 425,837
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2011. 10,471 10,471
    (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 92,874
    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......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		92,874
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009....  
    d Excess from 2010.... 92,874
    e Excess from 2011....  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the 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 2011, 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) 2011 (b) 2010 (c) 2009 (d) 2008
             
    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 organization had $5,000 or more in
    assets at any time during the year—see page 27 of the 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).)
    NA
    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.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number 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 (2011)
    Form 990-PF (2011)
    Page 10
    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
    Biddeford Pool Community Club
    PO Box 123
    Biddeford Pool,ME04006     		N/A Public Charity General Operations 1,000
    Cathedral Of The Sacred Heart
    823 Park Avenue
    Richmond,VA23220     		N/A Public Charity Youth & Children Ministry 1,000
    Children's Healthcare of Atlanta Foundation
    1687 Tullie Circle NE
    Atlanta,GA30329     		N/A Public Charity General Operations 500
    Children's Miracle Network
    205 West 700 South
    Salt Lake City,UT84101     		N/A Public Charity Hospital Support 7,500
    Cleveland Botanical Garden
    11030 East Boulevard
    Cleveland,OH44106     		N/A Public Charity General Operations 70,000
    Community Consulting Team Atlanta Inc
    5775 Kayron Drive NE
    Atlanta,GA30328     		N/A Public Charity General Operations 1,000
    Community Foundation of Greater Des Moines
    1915 Grand Avenue
    Des Moines,IA50309     		N/A Public Charity General Operations 10,000
    Concord Academy
    166 Main Street
    Concord,MA017429956     		N/A Public Charity Reunion Fund for the Class of 1980 16,000
    Cranbrook Schools
    PO Box 801
    Bloomfield Hills,MI483030801     		N/A Public Charity Annual Fund 500
    Cystic Fibrosis Foundation
    6931 Arlington Road
    Bethesda,MD20814     		N/A Public Charity General Operations 1,000
    Des Moines Metro Opera
    106 West Boston Avenue
    Indianola,IA501251836     		N/A Public Charity General Operations 1,000
    Des Moines Playhouse
    831 42nd Street
    Des Moines,IA50312     		N/A Public Charity General Operations 1,000
    Friends Of Independent Schools & Better Education
    811 Karl Johan Avenue North
    Tacoma,WA984061047     		N/A Public Charity Independent School Operations 10,500
    Friends of the Des Moines Botanical Garden
    909 Robert D Ray Drive
    Des Moines,IA50316     		N/A Public Charity Visioning Plan/General Operations 101,000
    Friends of the Vancouver Art Gallery
    750 Hornby Street
    Vancouver,BCV6Z 2H7
    CA     		N/A Public Charity General Operations 5,000
    Duke University Fuqua School of Business
    Box 90118
    Durham,NC277080118     		N/A Public Charity Annual Fund 1,000
    Georgetown University
    PO Box 571253
    Washinton,DC200571253     		N/A Public Charity Annual Fund 500
    Georgia BIO
    1199 Euclid Avenue
    Atlanta,GA303071509     		N/A Public Charity General Operations 15,000
    Georgia River Network
    126 South Milledge Avenue Suite E3
    Athens,GA30605     		N/A Public Charity General Operations 250
    Harvard Business School Fund
    Soldiers Field Road
    Boston,MA021385762     		N/A Public Charity Annual Fund 5,000
    Harvard College Fund
    124 Mount Auburn Strret
    Cambridge,MA021385762     		N/A Public Charity Reunion Fund of Class of 1990 1,000
    Horizon Theatre Company
    PO Box 5376
    Atlanta,GA31107     		N/A Public Charity General Operations 500
    Johns Hopkins University
    3400 North Charles Street
    Baltimore,MD21218     		N/A Public Charity Annual Fund 1,000
    Lewis Ginter Botanical Gardens
    1800 Lakeside Avenue
    Richmond,VA23228     		N/A Public Charity Children's Garden 1,000
    Middle Park Land Trust
    PO Box 1938
    Granby,CO80446     		N/A Public Charity General Operations 4,000
    Middlebury College
    Middlebury College
    Middlebury,VT05753     		N/A Public Charity Annual Fund 5,000
    National Multiple Sclerosis Society
    733 Third Avenue
    New York,NY10017     		N/A Public Charity General Operations 5,000
    National Tropical Botanical Garden
    3530 Papalina Road
    Kalaheo,HI96741     		N/A Public Charity General Operations 15,000
    Northwestern University - Kellogg
    2001 Sheridan Road
    Evanston,IL60208     		N/A Public Charity Annual Fund 250
    Ohio Grantmakers Forum
    37 West Broad Street Suite 800
    Columbus,OH432154198     		N/A Public Charity General Operations 349
    Piton Inc
    Box 35
    Thomas,WV26292     		N/A Public Charity General Operations 2,000
    Princeton University
    330 Alexander Street
    Princeton,NJ08540     		N/A Public Charity Annual Fund 16,000
    Richmond Symphony
    612 East Grace Street Suite 401
    Richmond,VA14216     		N/A Public Charity Annual Fund/General Operations 6,500
    Ridley College Fund USA Inc
    55 Bedford Avenue
    Buffalo,NY14216     		N/A Public Charity Debt Retirement 9,000
    Salisbury House Foundation
    4025 Tonawanda Drive
    Des Moines,IA50312     		N/A Public Charity General Operations 1,000
    Shaw Festival Foundation
    PO Box 628
    Lewiston,NY140929819     		N/A Public Charity General Operations 1,000
    Simpson College
    701 North C Street
    Indianola,IA50125     		N/A Public Charity Annual Fund 10,000
    Society Of The Four Arts
    2 Four Arts Plaza
    Palm Beach,FL33480     		N/A Public Charity Pavillion/Sculpture Garden 1,000
    St Andrew's School (DE)
    350 Noxontown Road
    Middletown,DE19709     		N/A Public Charity Annual Fund 500
    St Brendan's Chapel
    271 Main Street
    Saco,ME04072     		N/A Public Charity Harold Carroll Fund 250
    St Catherine's School
    6001 Grove Avenue
    Richmond,VA23226     		N/A Public Charity Capital Campaign & Annual Fund 13,749
    St Paul's Cathedral
    815 High Street
    Des Moines,IA503092714     		N/A Public Charity General Operations 5,000
    St Paul's Church - Cleveland
    2747 Fairmont Boulevard
    Cleveland Heights,OH44106     		N/A Public Charity Capital Campaign 20,000
    St Paul's School
    325 Pleasant Street
    Concord,NH033019966     		N/A Public Charity Annual Fund 250
    St Peter's Preparatory High School
    114 Grand Street
    Jersey City,NJ07302     		N/A Public Charity General Operations 1,000
    St Stephen's Preschool
    6000 Grove Avenue
    Richmond,VA232262730     		N/A Public Charity General Operations 500
    Stanford University - The Stanford Fund
    326 Galvez Street
    Stanford,CA953056105     		N/A Public Charity The Stanford Fund 5,000
    United Way of Central Iowa
    1111 Ninth Street Suit 300
    Des Moines,IA50309     		N/A Public Charity General Operations 10,000
    University of Chicago - Booth GSB
    5807 South Woodlawn Avenue
    Chicago,IL60637     		N/A Public Charity Annual Fund 500
    University of Chicago - Division Of The Humanities
    1115 E 58th Street
    Chicago,IL60637     		N/A Public Charity Annual Fund 250
    University of Chicago - Harris
    1155 East 60th Street Suite 111
    Chicago,IL60637     		N/A Public Charity Annual Fund 500
    Vinings Historic Preservation Society
    3010 Paces Mill Road
    Atlanta,GA30339     		N/A Public Charity General Operations 250
    Virginia Squash Racquets Association
    901 East Cary Street
    Richmond,VA23219     		N/A Public Charity VSRA Supported Tournament 5,000
    Winter Park Horseman's Association
    PO Box 245
    Winter Park,CO80482     		N/A Public Charity General Operations 500
    World Food Prize
    1700 Ruan Center 666 Grand Avenue
    Des Moines,IA50309     		N/A Public Charity General Operations 10,000
    Claremont McKenna College
    400 N Claremont Boulevard
    Claremont,CA91711     		N/A Public Charity Annual Fund 250
    Greater Baltimore Medical Center Foundation
    6701 North Charles St
    Baltimore,MD21204     		N/A Public Charity General Operations 10,000
    Art 180 Inc
    0 E 4th St Studio 1
    Richmond,VA23224     		N/A Public Charity General Operations 500
    All Stars Project
    543 West 42 Street
    New York,NY10036     		N/A Public Charity General Operations 1,000
    Biddeford Pool Land Trust
    PO Box 306
    Biddeford Pool,ME04006     		N/A Public Charity General Operations 2,500
    Lovett School - Annual Fund
    4075 Paces Ferry Road NW
    Atlanta,GA303273099     		N/A Public Charity Annual Fund 1,000
    Georgia Trust for Historic Preservation
    1516 Peachtree Street NW
    Atlanta,GA30309     		N/A Public Charity General Operations 500
    Atlanta Educational Telecommunications
    740 Bismarck Road NE
    Atlanta,GA30324     		N/A Public Charity General Operations 500
    The Fund For Our Economic Future
    1360 East Ninth Street Suite 210
    Cleveland,OH44114     		N/A Public Charity General Operations 3,500
    Total .................................bullet 3a 421,348
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    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 page 28 of
    the 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....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 147,079  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 130,070  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aMERIT ENERGY P/S     15 322,808  
    bLAZARD, LTD 523920 50      
    cFEDERAL TAX REFUND       20,661  
    dENTERPRISE PRODCTS PARTNERS P/S 211110 -3,719      
    ePLAINS ALL AMERICAN PIPELINE P/S 211110 -622      
    12 Subtotal. Add columns (b), (d), and (e).. -4,291 620,618  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13616,327
    (See worksheet in line 13 instructions on page 28 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 organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    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
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    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) of the Code (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
    SignHere
    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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


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    Form 990PF - Special Condition Description:
    Special Condition Description

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    TY 2011 DepreciationSchedule
    Name:
    Weathertop Foundation FKA Thomas Nelson
    EIN: 42-1431036
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    Weathertop Foundation FKA Thomas Nelson
    EIN: 42-1431036
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CATERPILLAR FINL SVCS BOND 50,063 54,285
    CSX CORP NOTE 48,497 53,370
    FORTUNE BRANDS NOTE 0 0
    GE CAPITAL CORP MED. TERM NOTE 50,428 50,525
    OWENS & MINOR NOTE 45,544 54,635
    UST INC SENIOR NOTE 0 0
    VERIZON NJ NOTE 0 0

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    Weathertop Foundation FKA Thomas Nelson
    EIN: 42-1431036
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALBEMARLE CORPORATION 9,380 20,377
    ALTRIA GROUP, INC. 40,147 56,365
    AMCOL INTERNATIONAL CORP 0 0
    AMERICAN EXPRESS CO. 32,471 46,168
    AON PLC CLASS A 19,467 20,221
    AVALON BAY COMMUNITIES, INC 12,750 110,317
    BABCOCK & WILCOX COMPANY 20,603 19,879
    BARD C R INC 0 0
    BE AEROSPACE, INC. 19,050 25,774
    BECTON DICKINSON CO 53,573 54,511
    BERKSHIRE HATHAWAY CLASS B 49,962 67,872
    BHP BILLITON LTD. 32,699 28,526
    BIOTECH & GENOME POWERSHARES 5,680 9,152
    BLACKROCK S& P 500 INDEX A 585,704 707,947
    BLACKROCK SMALL CAP INDEX A 250,344 307,697
    BOSTON PROPERTIES 86,927 110,900
    BRINKS COMPANY 0 0
    BROOKFIELD ASSET MANAGEMENT 0 0
    BROWN FORMAN CORP B 13,053 26,197
    CANADIAN NATIONAL RAILWAY COMP 27,016 45,801
    CARMAX, INC. 22,045 26,939
    CHUBB CORP 0 0
    CISCO SYSTEMS, INC. 0 0
    COCA-COLA 26,147 96,960
    COHEN & STEERS INC 13,745 16,005
    COLGATE-PALMOLIVE 24,550 39,723
    COOPER COMPANIES, INC. 19,200 30,932
    CORE LABORATORIES INC. 15,710 27,890
    DEERE & CO. 28,313 42,251
    DIAGEO, P.L.C. ADR 25,775 40,622
    DIGITAL REALTY TRUST, INC. 83,985 117,105
    DOMINION RESOURCES, INC 28,874 36,062
    DU PONT E I DE NEMOURS 1,854 59,640
    DUKE WEEKS REALTY CORP 97,283 108,450
    ETRADE FINANCIAL CORPORATION 0 0
    EMERSON ELECTRIC CO. 49,974 51,114
    ENTERPRISE PRODUCT PARTNERS    
    EOG RESOURCES 20,177 29,403
    EQUITY RESIDENTIAL 32,088 107,627
    EXPEDITORS INTERNATIONAL OF WA 34,284 27,033
    EXXON MOBIL 38,617 52,110
    FEDERATED INVESTORS, INC. 27,546 30,004
    FISERV, INC. 12,482 17,603
    GENERAL ELECTRIC 11,009 14,525
    GLAXOSMITHKLINE PLC 30,764 35,328
    GOOGLE, INC 38,874 50,638
    HARRIS CORPORATION 9,255 11,870
    HEINEKEN NV ADR 29,771 33,691
    HEXCEL CORPORATION 11,910 18,632
    INTEL CORP 20,625 25,700
    INTERNATIONAL BUSINESS MACHINE 27,985 27,437
    INTUIT INC 8,113 20,307
    INVESCO, LTD. 12,023 12,835
    ISHARES EMERGING MARKET INDEX 140,936 117,360
    JM SMUCKER COMPANY 34,758 47,616
    JOHNSON & JOHNSON 35,192 39,455
    KIMCO REALTY CORPORATION 101,679 107,195
    KINDER MORGAN, INC. 39,213 50,134
    LABORATORY CORPORATION OF AMER 45,498 49,277
    LAMAR ADVERTISING COMPANY 0 0
    LEGGETT & PLATT, INC. 30,614 30,134
    LOEWS CORP 39,915 37,215
    M&T BANK CORPORATION 44,158 51,246
    MACERICH COMPANY 39,145 110,979
    MARKEL CORPORATION 60,666 69,130
    MARTIN MARIETTA MATERIALS, INC 23,205 25,548
    MASTERCARD INC 27,565 43,657
    MCCORMICK & COMPANY 33,358 46,878
    MERCK & COMPANY, INC. 41,301 50,354
    MSCI, INC. 14,405 15,614
    NESTLE, SA 30,181 38,211
    NEWMARKET CORPORATION 9,968 36,781
    NVR, INC. 0 0
    NOVARTIS AG ADR 48,374 50,999
    O REILLY AUTOMOTIVE, INC. 11,733 25,722
    OCEANEERING INTERNATIONAL, INC 20,352 28,533
    PHILLIP MORRIS INTERNATIONAL 26,800 36,576
    PLAINS ALL AMERICAN PIPELINE    
    PLUM CREEK TIMBER 28,342 30,037
    POLYPORE INTERNATIONAL, INC. 0 0
    PORTFOLIO RECOVERY ASSOCIATES, 18,583 29,553
    PRAXAIR, INC. 31,605 38,391
    PROLOGIS 84,492 96,990
    QUATERRA RESOURCES, INC 20,964 4,095
    ROCKWELL COLLINS, INC. 17,520 14,160
    ROYAL DUTCH SHELL, PLC 28,728 30,976
    SPECTRA ENERGY CORPORATION 0 0
    SCANA CORPORATION 14,378 19,668
    SIRONA DENTAL SYSTEMS, INC 24,630 21,615
    SOUTHERN COMPANY 31,869 35,438
    SUN COMMUNITIES, INC 100,805 116,475
    SUNTRUST BANKS, INC. 20,860 23,650
    SUPERIOR ENERGY SERVICES, INC. 11,446 10,835
    TARGET CORPORATION 0 0
    TIFFANY & COMPANY 12,834 14,357
    TORTISE POWER & ENERGY INFRAST 32,146 34,331
    TRIMBLE NAVIGATION LTD 14,711 19,917
    UNIVERSAL HEALTH SERVICES CL B 15,500 15,632
    VANGUARD FTSE EX US INDEX 170,545 226,490
    VANGUARD MID-CAP 201,447 193,075
    VENTAS, INC. 99,915 121,050
    VERISK ANALYTICS, INC. 14,394 15,075
    VERIZON COMMUNICATIONS 16,930 22,570
    VODAFONE GROUP PLC 34,344 35,593
    VORNADO REALTY TRUST 105,723 100,200
    W.P. CAREY & COMPANY, LLC 103,406 106,214
    WAL MART STORES, INC 25,320 40,937
    WEYERHAEUSER COMPANY 23,714 29,771
    WILLIS GROUP HOLDINGS 20,326 25,960

    TY 2011 InvestmentsOtherSchedule2
    Name:
    Weathertop Foundation FKA Thomas Nelson
    EIN: 42-1431036
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MERIT ENERGY PARTNERS, C-II   1,391,772 1,391,772
    BRAZIL TEAK INVESTORS, LLC   200,000 200,000
    VENTRIA BIOSCIENCES INVESTMENT   137,000 137,000
    LONGLEAF PARTNERS FUND   272,444 379,814
    LONGLEAF PARTNERS SMALLCAP FD   688,315 672,831
    LONGLEAF PARTNERS INTERNATION   613,973 363,037
    REACH SYSTEMS   157,258 157,258
    BROOKFIELD INFRASTRUCTURE PART   32,771 40,623
    ENTERPRISE PRODUCTS PARTNERS   33,410 40,015
    LINN ENERGY   31,970 33,787
    PLAINS ALL AMERICAN PIPELINE   28,582 39,424

    TY 2011 LandEtcSchedule2
    Name:
    Weathertop Foundation FKA Thomas Nelson
    EIN: 42-1431036
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2011 OtherDecreasesSchedule
    Name:
    Weathertop Foundation FKA Thomas Nelson
    EIN: 42-1431036
    Description Amount
    PRIOR PERIOD ADJUSTMENT 9,897


    TY 2011 OtherExpensesSchedule
    Name:
    Weathertop Foundation FKA Thomas Nelson
    EIN: 42-1431036
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 205 205    
    INVESTMENT EXPENSES 22,289 22,289    
    BOARD DEVELOPMENT 525 262   263
    POSTAGE 361 181   180
    MISC EXPENSE 228 114   114


    TY 2011 OtherIncomeSchedule2
    Name:
    Weathertop Foundation FKA Thomas Nelson
    EIN: 42-1431036
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MERIT ENERGY PARTNERS C-II, L.P. 322,808 322,808  
    Lazard, LTD 50 50  
    FEDERAL TAX REFUND 20,661    
    ENTERPRISE PRODUCTS PARTNERS, L.P. -3,719 -3,719  
    PLAINS ALL AMERICAN PIPELINE, L.P. -622 -622  


    TY 2011 TaxesSchedule
    Name:
    Weathertop Foundation FKA Thomas Nelson
    EIN: 42-1431036
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 11,100      
    FOREIGN TAXES 629 629