Form990-PF
Click to see attachment

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
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 08-01-2012 , and ending 07-31-2013
Name of foundation
WEATHERTOP FOUNDATION
F/K/A THOMAS NELSON URBAN JR

Number and street (or P.O. box number if mail is not delivered to street address)5320 GRAND AVENUE   Room/suite
City or town, state, and ZIP code
DES MOINES, IA50312
A Employer identification number

42-1431036
B Telephone number (see instructions)

(804) 282-2554
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$11,272,721
J 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 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) 2,550
2 Check bullet
3 Interest on savings and temporary cash investments 9,825 9,825  
4 Dividends and interest from securities...... 186,418 186,418  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 415,544
b Gross sales price for all assets on line 6a 2,385,968
7 Capital gain net income (from Part IV, line 2)... 415,544
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)....... 574,647 578,311  
12 Total. Add lines 1 through 11........ 1,188,984 1,190,098  
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).......        
c Other professional fees (attach schedule).... 5,950 2,975   2,975
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 4,882      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,820     2,820
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 27,293 27,293    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 40,945 30,268   5,795
25 Contributions, gifts, grants paid........ 436,880 436,880
26 Total expenses and disbursements. Add lines 24 and 25 477,825 30,268   442,675
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 711,159
b Net investment income (if negative, enter -0-) 1,159,830
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
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............... 517,025 570,581 570,581
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) bullet300,000
Less: allowance for doubtful accounts bullet     Click to see attachment300,000 300,000
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)........ 4,286,297 Click to see attachment4,903,481 6,741,001
c Investments—corporate bonds (attach schedule)........ 194,532    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 3,587,495 Click to see attachment3,516,883 3,661,139
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) 8,585,349 9,290,945 11,272,721
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 8,585,349 9,290,945
30 Total net assets or fund balances (see page 17 of the
instructions).................... 8,585,349 9,290,945
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 8,585,349 9,290,945
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 8,585,349
2 Enter amount from Part I, line 27a..................... 2 711,159
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 9,296,508
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 5,563
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 9,290,945
Form 990-PF (2012)
Form 990-PF (2012)
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 WILLIS GROUP HOLDINGS P 2012-04-27 2012-10-23
b OCEANEERING INTERNATIONAL, INC. P 2013-01-18 2013-07-24
c WILLIS GROUP HOLDINGS P 2010-12-17 2012-10-23
d ALTRIA GROUP, INC. P 2010-10-20 2013-02-05
e SIRONA DENTAL SYSTEMS, INC. P 2012-03-14 2013-05-09
JOHNSON & JOHNSON P 2010-10-15 2013-02-04
GENERAL ELECTRIC P 2011-08-08 2012-09-05
DUKE REALTY CORPORATION P 1995-04-26 2013-04-05
W. P. CAREY & COMPANY, LLC P 2012-02-14 2013-05-03
FEDERATED INVESTORS, INC. P 2012-01-23 2012-10-26
EXPEDITORS INTERNATIONAL OF WASHINGT P 2013-04-16 2013-06-27
NEWMARKET CORPORATION P 2010-03-15 2012-10-26
ALTRIA GROUP, INC. P 2010-11-05 2013-02-05
PORTFOLIO RECOVERY ASSOCIATES, INC. P 2011-08-15 2013-07-08
MARTIN MARIETTA MATERIALS, INC. P 2011-08-18 2013-04-08
INTEL CORP. P 2011-08-08 2012-09-05
VENTAS, INC. P 2011-02-15 2013-04-05
DIVERGENCE, INC P 2013-01-01 2013-04-02
FEDERATED INVESTORS, INC. P 2012-01-23 2012-11-14
SUN COMMUNITIES, INC. P 2012-02-10 2012-09-05
LABORATORY CORPORATION OF AMERICA P 2009-07-01 2012-11-08
ALTRIA GROUP, INC. P 2011-08-16 2013-02-05
PORTFOLIO RECOVERY ASSOCIATES, INC. P 2012-02-13 2013-07-08
MARTIN MARIETTA MATERIALS, INC. P 2011-09-07 2013-04-08
PHILIP MORRIS INTERNATIONAL P 2011-08-08 2012-09-05
BLACKROCK S&P 500 INDEX A P 2001-11-29 2013-04-24
IPO LITIGATION SETTLEMENT P 2001-01-01 2012-12-14
FEDERATED INVESTORS, INC. P 2012-02-02 2012-11-14
MEDICAL PROPERTIES TRUST, INC. P 2012-09-05 2013-01-07
LABORATORY CORPORATION OF AMERICA P 2009-12-10 2012-11-08
ROYAL DUTCH SHELL, PLC ADR - B P 2011-08-29 2013-02-05
OCEANEERING INTERNATIONAL, INC. P 2010-12-16 2013-07-24
JM SMUCKER COMPANY P 2009-11-18 2013-04-19
SCANA CORPORATION P 2011-08-08 2012-09-05
BLACKROCK S&P 500 INDEX A P 2007-12-20 2013-04-24
LEGGETT & PLATT, INC. P 2012-03-14 2013-02-05
W. P. CAREY & COMPANY, LLC P 2012-02-14 2013-01-07
VODAFONE GROUP PLC P 2010-10-22 2012-11-13
TORTISE POWER & ENERGY INFRASTRUCTUR P 2010-10-20 2013-02-05
OCEANEERING INTERNATIONAL, INC. P 2010-12-17 2013-07-24
JM SMUCKER COMPANY P 2010-05-12 2013-04-19
VERIZON COMMUNICATIONS P 2011-08-08 2012-09-05
BLACKROCK S&P 500 INDEX A P 2008-07-21 2013-04-24
DARDEN RESTAURANTS, INC. P 2012-09-05 2013-02-05
MEDICAL PROPERTIES TRUST, INC. P 2012-09-05 2013-03-05
VODAFONE GROUP PLC P 2010-11-05 2012-11-13
TORTISE POWER & ENERGY INFRASTRUCTUR P 2010-11-05 2013-02-05
COCA-COLA P 2008-11-19 2012-08-03
JM SMUCKER COMPANY P 2011-02-15 2013-04-19
VENTAS, INC. P 2011-02-15 2012-09-05
BLACKROCK S&P 500 INDEX A P 2008-12-19 2013-04-24
JPMORGAN CHASE & CO. P 2012-09-05 2013-02-05
BLACKROCK S&P 500 INDEX A P 2012-07-23 2013-04-24
WEYERHAEUSER COMPANY P 2011-12-28 2013-02-05
TORTISE POWER & ENERGY INFRASTRUCTUR P 2011-12-28 2013-02-05
EOG RESOURCES P 2006-12-27 2012-08-14
MCCORMICK & COMPANY P 2010-10-19 2013-05-14
MACERICH COMPANY P 1995-04-26 2012-09-05
BLACKROCK S&P 500 INDEX A P 2009-07-27 2013-04-24
GENERAL ELECTRIC P 2013-01-29 2013-02-05
BLACKROCK S&P 500 INDEX A P 2012-12-19 2013-04-24
PLUM CREEK TIMBER P 2010-10-22 2013-02-05
GLAXOSMITHKLINE PLC P 2010-10-22 2013-02-05
EOG RESOURCES P 2007-07-25 2012-08-14
MCCORMICK & COMPANY P 2011-08-09 2013-05-14
MACERICH COMPANY P 2009-09-22 2012-09-05
BLACKROCK S&P 500 INDEX A P 2009-12-18 2013-04-24
RF MICRO DEVICES, INC. P 2013-02-04 2013-02-25
BLACKROCK S&P 500 INDEX A P 2013-04-19 2013-04-24
PLUM CREEK TIMBER P 2010-11-05 2013-02-05
GLAXOSMITHKLINE PLC P 2010-11-10 2013-02-05
BHP BILLITON LTD. P 2010-04-21 2012-08-16
WAL MART STORES, INC. P 2006-01-05 2013-05-17
MACERICH COMPANY P 2009-12-23 2012-09-05
BLACKROCK S&P 500 INDEX A P 2010-07-26 2013-04-24
RF MICRO DEVICES, INC. P 2013-02-05 2013-02-25
GE CAPITAL CORP MED. TERM NOTE 39962 P 2010-01-12 2013-01-08
LEGGETT & PLATT, INC. P 2011-12-28 2013-02-05
GLAXOSMITHKLINE PLC P 2011-12-28 2013-02-05
BHP BILLITON LTD. P 2010-05-20 2012-08-16
WAL MART STORES, INC. P 2006-11-30 2013-05-17
KIMCO REALTY CORPORATION P 2011-02-15 2012-09-05
BLACKROCK S&P 500 INDEX A P 2010-12-20 2013-04-24
RF MICRO DEVICES, INC. P 2013-02-12 2013-02-25
CATERPILLAR FINL SVCS BOND 14912L4F5 P 2009-02-06 2013-02-05
MERCK & COMPANY, INC. P 2010-10-22 2013-02-05
DOMINION RESOURCES, INC. P 2010-10-22 2013-02-05
BHP BILLITON LTD. P 2011-06-24 2012-08-16
WAL MART STORES, INC. P 2009-02-03 2013-05-17
DIGITAL REALTY TRUST, INC. P 2011-02-15 2012-09-05
BLACKROCK S&P 500 INDEX A P 2011-07-25 2013-04-24
DOLLAR TREE, INC. P 2013-02-07 2013-07-03
CSX CORP NOTE 126408GF4 P 2009-01-29 2013-02-05
MERCK & COMPANY, INC. P 2010-11-10 2013-02-05
DOMINION RESOURCES, INC. P 2010-11-05 2013-02-05
JOHNSON & JOHNSON P 2005-10-06 2013-02-04
MCCORMICK & COMPANY P 2010-10-19 2013-05-31
DUKE REALTY CORPORATION P 1995-04-26 2012-09-05
BLACKROCK S&P 500 INDEX A P 2011-12-16 2013-04-24
CONSOL ENERGY, INC. P 2012-12-12 2013-07-03
OWENS & MINOR NOTE 690732AC6 P 2009-01-30 2013-02-05
MERCK & COMPANY, INC. P 2011-12-28 2013-02-05
ROCKWELL COLLINS, INC. P 2011-01-18 2013-02-07
JOHNSON & JOHNSON P 2005-11-28 2013-02-04
EXPEDITORS INTERNATIONAL OF WASHINGT P 2012-01-20 2013-06-27
BOSTON PROPERTIES P 2010-11-02 2012-09-05
SUN COMMUNITIES, INC. P 2012-02-10 2013-05-03
CONSOL ENERGY, INC. P 2013-02-12 2013-07-03
WILLIS GROUP HOLDINGS P 2009-04-08 2012-10-23
SOUTHERN COMPANY P 2011-08-29 2013-02-05
SUNTRUST BANKS INC. P 2012-01-17 2013-04-08
JOHNSON & JOHNSON P 2006-03-30 2013-02-04
EXPEDITORS INTERNATIONAL OF WASHINGT P 2012-03-23 2013-06-27
PROLOGIS P 2010-11-02 2013-01-07
KIMCO REALTY CORPORATION P 2011-02-15 2013-05-03
CONSOL ENERGY, INC. P 2013-02-13 2013-07-03
WILLIS GROUP HOLDINGS P 2009-09-23 2012-10-23
SOUTHERN COMPANY P 2012-01-23 2013-02-05
FISERV, INC. P 2010-03-08 2013-05-01
JOHNSON & JOHNSON P 2007-05-29 2013-02-04
ALTRIA GROUP, INC. P 2011-08-08 2012-09-05
W. P. CAREY & COMPANY, LLC P 2012-02-14 2013-03-05
MACERICH COMPANY P 1995-04-26 2013-05-03
(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 7,069   7,400 -331
b 7,674   5,933 1,741
c 3,605   3,469 136
d 10,288   7,477 2,811
e 18,835   12,315 6,520
740   636 104
14,393   11,008 3,385
18,980   14,850 4,130
17,487   11,240 6,247
8,724   7,460 1,264
5,273   5,084 189
11,319   4,189 7,130
27,036   20,716 6,320
8,066   3,997 4,069
9,809   6,391 3,418
24,494   20,625 3,869
18,523   13,877 4,646
10,926     10,926
12,467   12,588 -121
13,644   12,097 1,547
7,900   6,324 1,576
2,563   1,925 638
896   426 470
23,540   16,815 6,725
35,722   26,800 8,922
537,924   537,924  
10     10
7,702   7,497 205
24,579   21,181 3,398
5,352   4,615 737
30,975   28,728 2,247
8,288   3,971 4,317
3,097   1,624 1,473
19,148   14,378 4,770
9,678   9,678  
8,872   6,944 1,928
15,439   13,488 1,951
7,356   7,498 -142
8,403   7,677 726
7,060   3,437 3,623
9,291   5,194 4,097
21,939   16,930 5,009
200   200  
27,111   29,963 -2,852
19,371   13,768 5,603
24,596   26,846 -2,250
22,977   20,991 1,986
8,055   4,362 3,693
10,324   6,291 4,033
13,105   11,102 2,003
10,349   10,349  
39,316   29,977 9,339
173   173  
39,492   23,714 15,778
3,808   3,478 330
16,514   9,553 6,961
7,463   4,281 3,182
8,782   3,016 5,766
372   372  
33,854   33,750 104
12,316   12,316  
9,811   7,501 2,310
8,413   7,490 923
16,514   10,624 5,890
16,418   9,814 6,604
2,077   998 1,079
8,132   8,132  
22,401   25,347 -2,946
4,118   4,118  
25,952   20,841 5,111
24,378   21,317 3,061
9,688   10,837 -1,149
22,535   13,233 9,302
1,009   513 496
338   338  
4,704   5,153 -449
50,000   50,428 -428
29,573   23,670 5,903
1,945   1,956 -11
9,688   8,446 1,242
15,542   9,254 6,288
10,055   9,244 811
8,505   8,505  
4,480   5,398 -918
52,897   50,063 2,834
12,062   10,821 1,241
9,209   7,475 1,734
10,380   13,417 -3,037
4,663   2,833 1,830
7,300   5,599 1,701
278   278  
7,336   5,610 1,726
52,003   48,497 3,506
21,811   18,454 3,357
26,972   21,399 5,573
11,845   9,822 2,023
31,430   19,264 12,166
8,735   8,100 635
9,756   9,756  
15,570   19,968 -4,398
54,830   45,544 9,286
13,219   12,026 1,193
1,800   1,877 -77
11,105   9,360 1,745
16,948   20,037 -3,089
11,120   8,693 2,427
23,196   18,145 5,051
5,296   6,590 -1,294
10,604   6,639 3,965
15,899   14,976 923
28,604   20,860 7,744
7,403   5,936 1,467
11,675   14,247 -2,572
11,229   8,595 2,634
22,012   16,638 5,374
5,296   6,598 -1,302
3,535   2,818 717
16,337   16,893 -556
21,794   12,482 9,312
11,105   9,438 1,667
13,668   10,029 3,639
18,117   13,488 4,629
17,502   5,094 12,408
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       -331
b       1,741
c       136
d       2,811
e       6,520
      104
      3,385
      4,130
      6,247
      1,264
      189
      7,130
      6,320
      4,069
      3,418
      3,869
      4,646
      10,926
      -121
      1,547
      1,576
      638
      470
      6,725
      8,922
       
      10
      205
      3,398
      737
      2,247
      4,317
      1,473
      4,770
       
      1,928
      1,951
      -142
      726
      3,623
      4,097
      5,009
       
      -2,852
      5,603
      -2,250
      1,986
      3,693
      4,033
      2,003
       
      9,339
       
      15,778
      330
      6,961
      3,182
      5,766
       
      104
       
      2,310
      923
      5,890
      6,604
      1,079
       
      -2,946
       
      5,111
      3,061
      -1,149
      9,302
      496
       
      -449
      -428
      5,903
      -11
      1,242
      6,288
      811
       
      -918
      2,834
      1,241
      1,734
      -3,037
      1,830
      1,701
       
      1,726
      3,506
      3,357
      5,573
      2,023
      12,166
      635
       
      -4,398
      9,286
      1,193
      -77
      1,745
      -3,089
      2,427
      5,051
      -1,294
      3,965
      923
      7,744
      1,467
      -2,572
      2,634
      5,374
      -1,302
      717
      -556
      9,312
      1,667
      3,639
      4,629
      12,408
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 2 415,544
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 25,310
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))
2011 420,133 8,840,237 0.047525
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
2 Total of line 1, column (d) ...................... 2 0.233091
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 0.046618
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 10,039,234
5 Multiply line 4 by line 3....................... 5 468,009
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 11,598
7 Add lines 5 and 6......................... 7 479,607
8 Enter qualifying distributions from Part XII, line 4.............. 8 442,675
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 (2012)
Form 990-PF (2012)
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 23,197
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 23,197
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 23,197
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 5,704
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 40,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 45,704
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 5
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 22,502
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet22,502 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
 
No
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 instructions)
    bullet
    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 2012 or the taxable year beginning in 2012 (see 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
    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 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 2012, 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
     
    No
    See 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 (2012)
    Form 990-PF (2012)
    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 2012?.............
    1c
     
     
    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 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    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 2012 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 2012.)....................
    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 2012?
    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 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
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    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 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 NELSON URBAN JRClick to see attachment PRESIDENT
    1.00
    0 0 0
    5320 GRAND AVENUE
    DES MOINES,IA50312
    MARY BRIGHT URBANClick to see attachment VICE-PRESIDE
    1.00
    0 0 0
    5320 GRAND AVENUE
    DES MOINES,IA50312
    WILLIAM GORING URBANClick to see attachment TREASURER
    1.00
    0 0 0
    29 LIBBIE AVENUE
    RICHMOND,VA23226
    VICTORIA URBAN BROERClick to see attachment SECRETARY
    1.00
    0 0 0
    12611 LAKESHORE BLVD
    BRATENAHL,OH44108
    CORNELIA URBAN SAWCZUKClick to see attachment DIRECTOR
    1.00
    0 0 0
    3497 COCHISE DRIVE SE
    ATLANTA,GA30339
    THOMAS NELSON URBAN IIIClick to see attachment DIRECTOR
    1.00
    0 0 0
    1775 WEST 40TH AVENUE
    VANCOUVER,BRITISH COLUMBIAV6M 1W3
    CA
    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  
    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.............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 (2012)
    Form 990-PF (2012)
    Page 7
    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 N/A  
    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 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
    9,739,522
    b
    Average of monthly cash balances.......................
    1b
    452,594
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,192,116
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    10,192,116
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    152,882
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,039,234
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    501,962
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    501,962
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    23,197
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    23,197
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    478,765
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    478,765
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    478,765
    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
    442,675
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    442,675
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    442,675
    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 (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2011
    (c)
    2011
    (d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 478,765
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010....... 92,874
    e From 2011.......  
    fTotal of lines 3a through e......... 92,874
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 442,675
    a Applied to 2011, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2012 distributable amount..... 442,675
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2012. 36,090 36,090
    (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 56,784
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    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 instructions ...........
     
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
     
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......
    56,784
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010.... 56,784
    d Excess from 2011....  
    e Excess from 2012....  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    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 2012, 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) 2012 (b) 2011 (c) 2010 (d) 2009
             
    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 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 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 (2012)
    Form 990-PF (2012)
    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
    1708 GALLERY
    319 WEST BROAD STREET
    RICHMOND,VA23220
    N/A CHARITY GENERAL OPERATIONS 500
    ART 180
    0 E 4TH STREET STUDIO1
    RICHMOND,VA23224
    N/A CHARITY GENERAL OPERATIONS 1,000
    ATLANTA EDUCATIONAL TELECOM
    COLLABORATIVE INC
    740 BISMARCK ROAD NE
    ATLANTA,GA30324
    N/A CHARITY GENERAL OPERATIONS 500
    BIDDEFORD POOL COMMUNITY CLUB
    PO BOX 123
    BIDDEFORD POOL,ME04006
    N/A CHARITY GENERAL OPERATIONS 1,000
    CHILDREN'S HEALTHCARE OF ATLANTA
    1687 TULLIE CIRCLE NE
    ATLANTA,GA30329
    N/A CHARITY GENERAL OPERATIONS 500
    CHILDREN'S MIRACLE NETWORK
    205 WEST 700 SOUTH
    SALT LAKE CITY,UT84101
    N/A CHARITY HOSPITAL SUPPORT 5,000
    CLAREMONT MCKENNA COLLEGE
    400 N CLAREMONT BLVD
    CLAREMONT,CA917114015
    N/A CHARITY GENERAL OPERATIONS 250
    CLEVELAND BOTANICAL GARDEN
    11030 EAST BLVD
    CLEVELAND,OH44106
    N/A CHARITY GENERAL OPERATIONS 20,000
    COMMUNITY CONSULTING TEAM-ATL
    5775 KAYRON DRIVE NE
    ATLANTA,GA30328
    N/A CHARITY GENERAL OPERATIONS 1,000
    COMMUNITY FOUNDATION-GREATER DSM
    1915 GRAND AVENUE
    DES MOINES,IA50309
    N/A CHARITY GENERAL OPERATIONS 10,000
    CONCORD ACADEMY
    166 MAIN STREET
    CONCORD,MA017429956
    N/A CHARITY REUNION FUND-CLASS OF 1980 16,000
    CRANBROOK SCHOOLS
    PO BOX 801
    BLOOMFIELD HILLS,MI48303
    N/A CHARITY ANNUAL FUND 500
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON ROAD
    BETHESDA,MD20814
    N/A CHARITY GENERAL OPERATIONS 1,000
    DES MOINES COMMUNITY PLAYHOUSE
    831 42ND STREET
    DES MOINES,IA50312
    N/A CHARITY GENERAL OPERATIONS 1,000
    DES MOINES METRO OPERA
    106 WEST BOSTON AVENUE
    INDIANOLA,IA501251836
    N/A CHARITY GENERAL OPERATIONS 1,000
    DUKE UNIVESITY SCHOOL OF BUSINESS
    BOX 90118
    DURHAM,NC277080118
    N/A CHARITY ANNUAL FUND 1,000
    FORWARD ATLANTA
    235 ANDREW YOUNG INT BLVD
    ATLANTA,GA30303
    N/A CHARITY GNERAL OPERATIONS 5,000
    FRIENDS OF INDEPENDENT SCHOOLS
    & BETTER EDUCATION
    811 KARL JOHAN AVE NORTH
    TACOMA,WA984061047
    N/A CHARITY INDEPENDENT SCHOOL OPERATIONS 12,500
    THE FUND FOR OUR ECONOMIC FUTURE
    1360 E NINTH ST STE 210
    CLEVELAND,OH44114
    N/A CHARITY GENERAL OPERATIONS 6,500
    GEORGETOWN UNIVERSITY
    PO BOX 571253
    WASHINGTON,DC200571253
    N/A CHARITY ANNUAL FUND 500
    GEORGIA RESEARCH ALLIANCE
    50 HURT PLAZA SUITE 1220
    ATLANTA,GA30303
    N/A CHARITY GENERAL OPERATIONS 20,000
    GEORGIA RIVER NETWORK
    126 S MILLEDGE AVESTE E3
    ATHENS,GA30605
    N/A CHARITY GENERAL OPERATIONS 250
    GEORGIA TRUST-HISTORIC PRESERVATION
    1516 PEACHTREE STREET NW
    ATLANTA,GA30309
    N/A CHARITY GENERAL OPERATIONS 500
    GREATER DSM BOTANICAL GARDEN
    909 ROBERT D RAY DRIVE
    DES MOINES,IA50309
    N/A CHARITY GENERAL OPERATIONS 120,000
    HARVARD BUSINESS SCHOOL FUND
    SOLDIERS FIELD ROAD
    BOSTON,MA02163
    N/A CHARITY ANNUAL FUND 5,000
    HARVARD COLLEGE FUND
    124 MOUNT AUBURN ST
    CAMBRIDGE,MA021385762
    N/A PUBLIC REUNION FUND CLASS OF 1990 1,000
    HORIZON THEATRE COMPANY
    PO BOX 5376
    ATLANTA,GA31107
    N/A CHARITY GENERAL OPERATIONS 1,500
    INSPIRE USA FOUNDATION
    567 SUTTER ST 3RD FLOOR
    SAN FRANCISCO,CA94102
    N/A CHARITY GENERAL OPERATIONS 2,500
    JOHN HOPKINS UNIVERSITY
    3400 NORTH CHARLES STREET
    BALTIMORE,MD21218
    N/A CHARITY ANNUAL FUND 1,000
    LEWIS GINTER BOTANICAL GARDEN
    1800 LAKESIDE AVENUE
    RICHMOND,VA23228
    N/A CHARITY CHILDREN'S GARDEN 1,000
    THE LOVETT SCHOOL
    4075 PACES FERRY ROAD NW
    ATLANTA,GA303273099
    N/A CHARITY GENERAL OPERATIONS 2,000
    MIDDLE PARK LAND TRUST
    PO BOX 1938
    GRANBY,CO80446
    N/A PUBLIC GENERAL OPERATIONS 1,000
    MIDDLEBURY COLLEGE
    MIDDLEBURY COLLEGE
    MIDDLEBURY,VT05753
    N/A CHARITY ANNUAL FUND 5,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 THIRD AVENUE
    NEW YORK,NY10017
    N/A CHARITY GENERAL OPERATIONS 2,500
    NATIONAL TROPICAL BOTANICAL GARDEN
    3530 PAPALINA ROAD
    KALAHEO,HI96741
    N/A CHARITY GENERAL OPERATIONS 10,000
    NORTHSTAR ACADEMY
    8055 SHRADER ROAD
    RICHMOND,VA23294
    N/A CHARITY GENERAL OPERATIONS 500
    NORTHWESTERN UNIVERSITY - KELLOGG
    2001 SHERIDAN ROAD
    EVANSTON,IL60208
    N/A CHARITY ANNUAL FUND 1,000
    PHILANTHROPY OHIO
    37 WEST BROAD ST STE 800
    COLUMBUS,OH432154198
    N/A CHARITY GENERAL OPERATIONS 330
    PRINCETON UNIVERSITY
    330 ALEXANDER STREET
    PRINCETON,NJ08540
    N/A CHARITY ANNUAL FUND 1,000
    RICHMOND BALLET
    407 EAST CANAL ST
    RICHMOND,VA23219
    N/A CHARITY ANNUAL FUND/GENERAL OPERATIONS 1,000
    RICHMOND SYMPHONY
    612 E GRACE ST STE 401
    RICHMOND,VA23219
    N/A CHARITY ANNUAL FUND/GENERAL OPERATIONS 56,500
    RIDLEY COLLEGE FUND USA INC
    55 BEDFORD AVE
    BUFFALO,NY14216
    N/A CHARITY GENERAL OPERATIONS 7,000
    SALISBURY HOUSE FOUNDATION
    4025 TONAWANDA DRIVE
    DES MOINES,IA50312
    N/A CHARITY GNERAL OPERATIONS 1,000
    SHAKER LAKES GARDEN CLUB
    C/O MRS PETER W BROER
    12611 LAKE SHORE BLVD
    BRATENAHL,OH44108
    N/A CHARITY GENERAL OPERATIONS 1,000
    SHAW FESTIVAL FOUNDATION
    PO BOX 628
    LEWISTON,NY140929819
    N/A CHARITY GENERAL OPERATIONS 1,000
    SIMPSON COLLEGE
    701 NORTH C STREET
    INDIANOLA,IA50125
    N/A CHARITY ANNUAL FUND 10,000
    SOCIETY OF THE FOUR ARTS
    2 FOUR ARTS PLAZA
    PALM BEACH,FL33480
    N/A CHARITY PAVILLION/SCULPTURE GARDEN 1,000
    SPORT'S CHARITIES INC
    PO BOX 18146
    RICHMOND,VA23226
    N/A CHARITY GENERAL OPERATIONS 5,000
    ST ANDREW'S SCHOOLS
    350 NOXONTOWN ROAD
    MIDDLETOWN,DE19709
    N/A CHARITY ANNUAL FUND 500
    ST BRENDAN'S CHAPEL
    271 MAIN STREET
    SACO,ME04072
    N/A CHARITY HAROLD CARROLL FUND 250
    ST CATHERINE'S SCHOOL
    6001 GROVE AVENUE
    RICHMOND,VA23226
    N/A CHARITY GENERAL OPERATIONS 26,800
    ST PAUL'S CATHEDRAL
    815 HIGH STREET
    DES MOINES,IA503092714
    N/A CHARITY GENERAL OPERATIONS 5,000
    ST PAUL'S CHURCH
    2747 FAIRMOUNT BLVD
    CLEVELAND HEIGHTS,OH44106
    N/A CHARITY CAPITAL CAMPAIGN 20,000
    ST PAUL'S SCHOOL
    325 PLEASANT STREET
    CONCORD,NH033019966
    N/A CHARITY ANNUAL FUND 250
    ST PETER'S PREPARATORY HIGH SCHOOL
    144 GRAND ST
    JERSEY CITY,NJ07302
    N/A CHARITY GENERAL OPERATIONS 1,000
    ST STEPHEN'S PRESCHOOL
    6000 GROVE AVENUE
    RICHMOND,VA232262730
    N/A CHARITY GENERAL OPERATIONS 500
    UNITED WAY OF CENTRAL IOWA
    1111 NINTH ST STE 300
    DES MOINES,IA50309
    N/A CHARITY GENERAL OPERATIONS 10,000
    UNIVERSITY OF CHICAGO - HUMANITIES
    1115 E 58TH STREET
    CHICAGO,IL60637
    N/A CHARITY ANNUAL FUND 1,000
    UNIVERSITY OF CHICAGO - BOOTH
    5807 SOUTH WOODLAWN AVE
    CHICAGO,IL60637
    N/A CHARITY ANNUAL FUND 1,000
    UNIVERSITY OF CHICAGO - HARRIS
    1155 E 60TH ST STE 111
    CHICAGO,IL60637
    N/A CHARITY ANNUAL FUND 1,000
    VININGS HISTORIC PRESERVATION SOC
    3010 PACES MILL ROAD
    ATLANTA,GA30339
    N/A CHARITY GENERAL OPERATIONS 250
    VIRGINIA SQUASH RACQUETS ASSOC
    THE PRICE GROUP
    901 EAST CARY STREET
    RICHMOND,VA23219
    N/A CHARITY GENERAL OPERATIONS 7,000
    WILLOWBANK USA
    45 BYANT WOODS
    NORTH AMHERST,NY14228
    N/A CHARITY GENERAL OPERATIONS 10,000
    WINTER PARK HORSEMAN'S ASSOC
    PO BOX 245
    WINTER PARK,CO80482
    N/A CHARITY GENERAL OPERATIONS 500
    WORLD FOOD PRIZE
    666 GRAND AVE STE 1700
    DES MOINES,IA50309
    N/A CHARITY GENERAL OPERATIONS 5,000
    FRIENDS OF VANCOUVER ART GALLERY
    750 HORNBY STREET
    VANCOUVER,BRITISH COLUMBIAV6Z 2H7
    CA
    N/A CHARITY GENERAL OPERATIONS 2,500
    Total .................................bullet 3a 436,880
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    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 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     14 9,825  
    4 Dividends and interest from securities....     14 186,418  
    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     18 415,544  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aFEDERAL TAX REFUND     41 4,882  
    bMERIT ENERGY PARTNERSHIP     15 572,360  
    cLINN ENERGY 211110 -5,205 15    
    dWP CAREY & CO     14 5,139  
    eBRAZIL TEAK INVESTORS     14 -1,134  
    fBROOKFIELD INFRASTRUCTURE     14 1,946  
    gPLAINS ALL AMERICAN PIPELIN 211110 -562 15    
    hENTERPRISE PRODUCT PARTNERS 211110 -2,577 15    
    iALLIANCE RESOURCE PARTNERS 211110 -202 15    
    12 Subtotal. Add columns (b), (d), and (e).. -8,546 1,194,980  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,186,434
    (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 (2012)
    Form 990-PF (2012)
    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
    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 or fiduciary) 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 namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 CompensationExplanation
    Name:
    WEATHERTOP FOUNDATION
    F/K/A THOMAS NELSON URBAN JR
    EIN: 42-1431036
    Person Name Explanation
    THOMAS NELSON URBAN JR  
    MARY BRIGHT URBAN  
    WILLIAM GORING URBAN  
    VICTORIA URBAN BROER  
    CORNELIA URBAN SAWCZUK  
    THOMAS NELSON URBAN III  

    TY 2012 GeneralExplanationAttachment
    Name:
    WEATHERTOP FOUNDATION
    F/K/A THOMAS NELSON URBAN JR
    EIN: 42-1431036
    Identifier Return Reference Explanation
    GENERAL ELECTIONS   YEAR ENDING: JULY 31, 2013 42-1431036 WEATHERTOP FOUNDATION F/K/A THOMAS NELSON URBAN JR 5320 GRAND AVENUE DES MOINES, IA 50312 NOL CARRYBACK ELECTION UNDER IRC SECTION 172(B)(3), THE TAXPAYER ELECTS TO RELINQUISH THE ENTIRE CARRYBACK PERIOD WITH RESPECT TO ANY REGULAR TAX AND AMT NET OPERATING LOSS INCURRED DURING THE CURRENT TAX YEAR.

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    WEATHERTOP FOUNDATION
    F/K/A THOMAS NELSON URBAN JR
    EIN: 42-1431036
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CATERPILLAR FINL SVCS BOND    
    CSX CORP NOTE    
    GE CAPITAL CORP MED TERM NOTE    
    OWENS & MINOR NOTE    

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    WEATHERTOP FOUNDATION
    F/K/A THOMAS NELSON URBAN JR
    EIN: 42-1431036
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AKAMAI TECHNOLOGIES INC. 26,544 33,512
    ALBEMARLE CORPORATION 27,872 40,307
    ALTRIA GROUP, INC.    
    AMERICAN EXPRESS CO. 32,471 59,016
    AMERICAN TOWER CORPORATION 101,691 92,027
    AMTRUST FINANCIAL SERVICES, INC. 29,948 37,467
    ANNALY CAPITAL MANAGEMENT 123,461 102,512
    AON PLC CLASS A 19,467 27,675
    APPLE, INC. 31,665 36,202
    AVALONBAY COMMUNITIES INC. 12,750 101,505
    BABCOCK & WILCOX COMPANY 32,140 35,976
    BE AEROSPACE, INC. 28,897 60,439
    BECTON DICKINSON CO. 53,573 74,678
    BERKSHIRE HATHAWAY CLASS B 49,962 92,696
    BHP BILLITON LTD    
    BIOTECH & GENOME POWERSHARES ETF 20,950 32,690
    BLACKROCK S&P 500 STOCK FUND INVESTO 605,195 879,909
    BLACKROCK SMALL CAP INDEX A 259,512 414,174
    BOSTON PROPERTIES 78,234 96,255
    BROWN FORMAN CORP B 13,053 30,303
    CABELAS INCORPORATED 33,126 37,752
    CANADIAN NATIONAL RAILWAY COMPANY 27,016 51,927
    CARMAX, INC. 22,045 47,471
    COCA-COLA 21,786 40,080
    COHEN & STEERS, INC. 30,768 33,339
    COLGATE-PALMOLIVE 24,550 44,304
    COOPER COMPANIES, INC 19,200 52,341
    CORE LABORATORIES INC. 15,710 37,400
    CST BRANDS, INC. 33,988 35,871
    DARDEN RESTAURANTS, INC. 34,875 36,788
    DEERE & CO. 46,560 63,133
    DIAGEO, P.L.C. ADR 25,775 47,625
    DIGITAL REALTY TRUST, INC. 98,441 96,758
    DIRECTV COMPANY 24,665 25,312
    DOLLAR TREE, INC. 44,834 61,590
    DOMINION RESOURCES, INC    
    DU PONT E I DE NEMOURS 1,854 69,228
    DUKE REALTY CORPORATION 74,333 95,526
    EMERSON ELECTRIC CO. 49,974 65,666
    EOG RESOURCES    
    EQUITY RESIDENTIAL 32,088 95,200
    EXPEDITORS INTERNATIONAL OF WA    
    EXXONMOBIL 38,617 56,250
    FEDERATED INVESTORS INC.    
    FISERV, INC    
    GAMING & LEISURE PROPERTIES, INC. 31,280 31,555
    GENERAL ELECTRIC    
    GLAXOSMITHKLINE PLC    
    GOOGLE, INC 38,874 71,020
    HARRIS CORPORATION 34,737 46,969
    HEALTHCARE SERVICES GROUP 32,267 31,993
    HEINEKEN NV ADR 29,771 43,487
    HEXCEL CORPORATION 22,862 42,252
    INTEL CORP    
    INTERNATIONAL BUSINESS MACHINE 59,798 58,512
    INTUIT, INC. 29,961 45,639
    INVESCO, LTD. 31,286 41,847
    ISHARES EMERGING MARKET INDEX FUND 218,841 195,050
    JM SMUCKER COMPANY 21,649 45,008
    JOHNSON & JOHNSON    
    KIMCO REALTY CORPORATION 75,797 92,455
    KINDER MORGAN, INC. 39,213 52,864
    LABORATORY CORPORATION OF AMERICA 49,815 58,044
    LEGGETT & PLATT, INC.    
    LOEWS CORP. 39,915 42,817
    M&T BANK CORPORATION 44,158 69,765
    MACERICH COMPANY 29,525 89,973
    MARKEL CORPORATION 89,759 119,250
    MARTIN MARIETA MATERIALS, INC    
    MASTERCARD, INC. 27,565 61,061
    MCCORMICK & COMPANY    
    MERCK & COMPANY, INC    
    MEDICAL PROPERTIES TRUST, INC. 70,957 97,820
    MEDNAX, INC. 48,396 53,094
    MSCI, INC. 34,553 37,539
    NESTLE, SA 30,181 42,145
    NEWMARKET CORPORATION 15,708 43,337
    NOVARTIS AG ADR 48,373 62,301
    O REILLY AUTOMOTIVE, INC. 11,733 37,590
    OCEANEERING INTERNATIONAL, INC. 12,944 28,544
    PHILLIP MORRIS INTERNATIONAL    
    PENN NATIONAL GAMING, INC. 9,136 39,992
    PERRIGO COMPANY 39,530 44,034
    PLUM CREEK TIMBER    
    POLYPORE INTERNATIONAL, INC. 44,045 44,048
    PORTFOLIO RECOVERY ASSOCIATES, INC. 14,160 14,384
    POTASH CORP OF SASKATCHEWAN 47,720 33,350
    PRAXAIR, INC. 31,605 44,463
    PROLOGIS 75,897 103,572
    QUATERRA RESOURCES, INC. 20,964 1,313
    ROCKWELL COLLINS, INC. 36,755 44,837
    ROYAL DUTCH SHELL, PLC    
    SAFETY INSURANCE GROUP 41,283 44,844
    SCANA CORPORATION    
    SCHLUMBERGER, LTD. 60,430 65,064
    SIRONA DENTAL SYSTEMS, INC. 26,331 31,770
    STERICYCLE, INC. 25,108 27,826
    SOUTHERN COMPANY    
    SUN COMMUNITIES, INC. 78,847 94,419
    SUNTRUST BANKS, INC.    
    SUPERIOR ENERGY SERVICES, INC. 42,409 43,861
    TIFFANY & COMPANY 12,834 19,878
    TORTISE POWER & ENERGY INFRASTRUCTUR    
    TRIMBLE NAVIGATION LTD. 34,002 44,808
    UNIVERSAL HEALTH SERVICES CL B 15,500 27,980
    VANGUARD FTSE EX US INDEX ETF 212,688 300,950
    VANGUARD MID-CAP ETF 249,445 311,798
    VENTAS, INC. 74,936 88,749
    VERISK ANALYTICS, INC. 28,453 38,616
    VERIZON COMMUNICATIONS    
    VODAFONE GROUP PLC    
    VORNADO REALTY TRUST 105,723 101,772
    W. P. CAREY & COMPANY, LLC 65,191 102,399
    WALMART STORES, INC    
    WILLIAMS SONOMA, INC. 42,981 43,439
    WEYERHAESER COMPANY    
    WILLIS GROUP HOLDINGS    

    TY 2012 InvestmentsOtherSchedule2
    Name:
    WEATHERTOP FOUNDATION
    F/K/A THOMAS NELSON URBAN JR
    EIN: 42-1431036
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BRAZIL TEAK INVESTORS, LLC. AT COST 198,866 198,866
    LONGLEAF PARTNERS FUND AT COST 332,783 475,149
    LONGLEAF PARTNERS INTERNATIONAL FUND AT COST 625,505 494,109
    LONGLEAF PARTNERS SMALLCAP FUND AT COST 736,944 870,231
    MERIT ENERGY AT COST 1,224,879 1,224,879
    VENTRIA AT COST 137,000 137,000
    REACH SYSTEMS AT COST 157,258 157,258
    BROOKFIELD INFRASTRUCTURE PARTNERS AT COST 32,265 32,264
    ENTERPRISE PRODUCTS PARTNERS AT COST 23,106 23,106
    PLAINS ALL AMERICAN PIPELINE AT COST 23,367 23,367
    LINN ENERGY AT COST 24,910 24,910

    TY 2012 OtherDecreasesSchedule
    Name:
    WEATHERTOP FOUNDATION
    F/K/A THOMAS NELSON URBAN JR
    EIN: 42-1431036
    Description Amount
    PRIOR PERIOD ADJUSTMENT 5,563


    TY 2012 OtherExpensesSchedule
    Name:
    WEATHERTOP FOUNDATION
    F/K/A THOMAS NELSON URBAN JR
    EIN: 42-1431036
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK FEES 179 179    
    INVESTMENT EXPENSES 27,114 27,114    


    TY 2012 OtherIncomeSchedule2
    Name:
    WEATHERTOP FOUNDATION
    F/K/A THOMAS NELSON URBAN JR
    EIN: 42-1431036
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 4,882    
    MERIT ENERGY PARTNERSHIP 572,360 572,360  
    LINN ENERGY -5,205    
    WP CAREY & CO 5,139 5,139  
    BRAZIL TEAK INVESTORS -1,134 -1,134  
    BROOKFIELD INFRASTRUCTURE 1,946 1,946  
    PLAINS ALL AMERICAN PIPELINE -562    
    ENTERPRISE PRODUCT PARTNERS -2,577    
    ALLIANCE RESOURCE PARTNERS -202    


    TY 2012 OtherNotesLoansRcvblShortSch2
    Name:
    WEATHERTOP FOUNDATION
    F/K/A THOMAS NELSON URBAN JR
    EIN: 42-1431036
    Name of 501(c)(3) Organization Balance Due
    CLEVELAND BOTANICAL GARDEN
     
    300,000


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    WEATHERTOP FOUNDATION
    F/K/A THOMAS NELSON URBAN JR
    EIN: 42-1431036
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,950 2,975   2,975


    TY 2012 TaxesSchedule
    Name:
    WEATHERTOP FOUNDATION
    F/K/A THOMAS NELSON URBAN JR
    EIN: 42-1431036
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX APPLIED 4,882