Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
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 or province, country, and ZIP or foreign postal 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
E 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$14,634,343
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 3,170 3,170  
4 Dividends and interest from securities...... 189,082 189,082  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 362,808
b Gross sales price for all assets on line 6a 2,092,718
7 Capital gain net income (from Part IV, line 2)... 342,812
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)....... 2,159,951 2,153,808  
12 Total. Add lines 1 through 11........ 2,715,011 2,688,872  
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).... 7,205 3,603   3,602
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 25,656      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,556     2,556
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 36,035 36,035    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,452 39,638   6,158
25 Contributions, gifts, grants paid........ 728,000 728,000
26 Total expenses and disbursements. Add lines 24 and 25 799,452 39,638   734,158
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,915,559
b Net investment income (if negative, enter -0-) 2,649,234
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 1,138,363 2,349,634 2,349,634
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 instructions).....      
7 Other notes and loans receivable (attach schedule) bullet300,000
Less: allowance for doubtful accounts bullet   300,000 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)........ 5,091,427 Click to see attachment6,081,908 8,721,843
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 3,441,555 Click to see attachment3,132,078 3,262,866
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) 9,971,345 11,863,620 14,634,343
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 9,971,345 11,863,620
30 Total net assets or fund balances (see instructions)...... 9,971,345 11,863,620
31 Total liabilities and net assets/fund balances (see instructions).. 9,971,345 11,863,620
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 9,971,345
2 Enter amount from Part I, line 27a..................... 2 1,915,559
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 11,886,904
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 23,284
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 11,863,620
Form 990-PF (2014)
Form 990-PF (2014)
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 JM SMUCKER COMPANY P 2014-02-10 2014-09-29
b INVESCO, LTD. P 2013-02-12 2014-11-19
c PENN NATIONAL GAMING, INC. P 2013-03-05 2015-06-25
d LOEWS CORP. P 2011-02-25 2015-03-03
e LONGLEAF PARTNERS INTERNATIONAL FUND P 2007-11-08 2015-02-11
DIGITAL REALTY TRUST, INC. P 2013-07-30 2014-11-24
BLACKROCK S&P 500 STOCK FUND INVESTO P 2007-12-20 2015-07-10
BLACKROCK S&P 500 STOCK FUND INVESTO P 2014-04-02 2015-07-10
FASTENAL COMPANY P 2014-01-23 2014-09-29
INVESCO, LTD. P 2013-03-05 2014-11-19
PENN NATIONAL GAMING, INC. P 2013-08-13 2015-06-25
LOEWS CORP. P 2011-05-12 2015-03-03
LONGLEAF PARTNERS INTERNATIONAL FUND P 2008-11-06 2015-02-11
AVALONBAY COMMUNITIES INC. P 1998-06-09 2014-12-03
BLACKROCK S&P 500 STOCK FUND INVESTO P 2008-07-21 2015-07-10
BLACKROCK S&P 500 STOCK FUND INVESTO P 2014-07-02 2015-07-10
FASTENAL COMPANY P 2014-02-26 2014-09-29
KLX INC P 2012-02-13 2014-12-24
PENN NATIONAL GAMING, INC. P 2013-11-18 2015-06-25
PLUM CREEK TIMBER P 2013-12-16 2015-06-15
LONGLEAF PARTNERS INTERNATIONAL FUND P 2008-11-06 2015-02-11
EQUITY RESIDENTIAL P 1997-12-24 2014-12-03
BLACKROCK S&P 500 STOCK FUND INVESTO P 2008-12-19 2015-07-10
CASH FROM MERGER-DIREVTV P 2012-01-01 2015-01-01
CABELAS INCORPORATED P 2014-01-03 2014-10-27
M&T BANK CORPORATION P 2008-01-14 2015-02-09
UNIVERSAL HEALTH SERVICES CL B P 2010-08-05 2015-07-02
PLUM CREEK TIMBER P 2014-03-18 2015-06-15
LONGLEAF PARTNERS INTERNATIONAL FUND P 2008-12-30 2015-02-11
BOSTON PROPERTIES P 2010-11-02 2014-12-08
BLACKROCK S&P 500 STOCK FUND INVESTO P 2009-07-27 2015-07-10
LEGACY BUSINESS GROUP P 2012-08-02 2014-05-15
ABIOMED, INC. P 2014-05-27 2015-04-13
M&T BANK CORPORATION P 2008-04-28 2015-02-09
SUN COMMUNITIES, INC. P 2013-10-21 2015-07-06
COCA-COLA P 2008-11-19 2015-07-16
LONGLEAF PARTNERS INTERNATIONAL FUND P 2010-09-24 2015-02-11
SUN COMMUNITIES, INC. P 2012-02-10 2014-12-19
BLACKROCK S&P 500 STOCK FUND INVESTO P 2009-12-18 2015-07-10
LONGLEAF PARTNERS INTERNATIONAL FUND P 2014-11-12 2015-02-12
M&T BANK CORPORATION P 2008-07-21 2015-02-09
MORGAN STANLEY CHINA A SHARES FUND P 2013-12-24 2015-07-06
COCA-COLA P 2008-12-12 2015-07-16
LONGLEAF PARTNERS INTERNATIONAL FUND P 2010-09-24 2015-02-12
SUN COMMUNITIES, INC. P 2013-01-07 2014-12-19
BLACKROCK S&P 500 STOCK FUND INVESTO P 2010-07-26 2015-07-10
LONGLEAF PARTNERS INTERNATIONAL FUND P 2014-11-12 2015-02-12
CARMAX, INC. P 2007-05-07 2015-02-09
PENN NATIONAL GAMING, INC. P 2013-11-18 2015-07-15
COCA-COLA P 2014-03-24 2015-07-16
LONGLEAF PARTNERS INTERNATIONAL FUND P 2010-12-29 2015-02-12
MACERICH COMPANY P 1995-04-26 2015-01-06
BLACKROCK S&P 500 STOCK FUND INVESTO P 2010-12-20 2015-07-10
LONGLEAF PARTNERS INTERNATIONAL FUND P 2014-12-30 2015-02-12
CARMAX, INC. P 2007-09-26 2015-02-09
AKAMAI TECHNOLOGIES INC. P 2013-04-22 2015-07-29
DIRECTV COMPANY P 2013-06-28 2015-07-27
LONGLEAF PARTNERS INTERNATIONAL FUND P 2011-11-08 2015-02-12
MACERICH COMPANY P 2009-06-23 2015-01-06
BLACKROCK S&P 500 STOCK FUND INVESTO P 2011-07-25 2015-07-10
BLACKROCK S&P 500 STOCK FUND INVESTO P 2014-10-02 2015-07-10
CARMAX, INC. P 2009-05-01 2015-02-09
AKAMAI TECHNOLOGIES INC. P 2013-06-06 2015-07-29
DIRECTV COMPANY P 2013-09-05 2015-07-27
LONGLEAF PARTNERS INTERNATIONAL FUND P 2011-12-29 2015-02-12
VORNADO REALTY TRUST P 2010-11-02 2015-01-06
BLACKROCK S&P 500 STOCK FUND INVESTO P 2011-12-16 2015-07-10
BLACKROCK S&P 500 STOCK FUND INVESTO P 2014-12-12 2015-07-10
CARMAX, INC. P 2009-08-05 2015-02-09
AKAMAI TECHNOLOGIES INC. P 2013-06-07 2015-07-29
AT&T INC. P 2013-06-28 2015-07-27
LONGLEAF PARTNERS INTERNATIONAL FUND P 2012-11-08 2015-02-12
VORNADO REALTY TRUST P 2012-01-26 2015-01-06
BLACKROCK S&P 500 STOCK FUND INVESTO P 2012-07-23 2015-07-10
BLACKROCK S&P 500 STOCK FUND INVESTO P 2015-04-02 2015-07-10
CARMAX, INC. P 2011-05-10 2015-02-09
INTERNATIONAL BUSINESS MACHINE P 2012-04-20 2014-11-26
LONGLEAF PARTNERS INTERNATIONAL FUND P 2007-09-21 2015-02-05
LONGLEAF PARTNERS INTERNATIONAL FUND P 2012-12-28 2015-02-12
DUKE REALTY CORPORATION P 1995-04-26 2015-01-06
BLACKROCK S&P 500 STOCK FUND INVESTO P 2012-12-19 2015-07-10
BLACKROCK S&P 500 STOCK FUND INVESTO P 2015-07-02 2015-07-10
SUN COMMUNITIES, INC. P 2013-10-21 2015-02-25
INTERNATIONAL BUSINESS MACHINE P 2012-09-14 2014-11-26
LONGLEAF PARTNERS INTERNATIONAL FUND P 2007-09-21 2015-02-06
LONGLEAF PARTNERS INTERNATIONAL FUND P 2013-12-30 2015-02-12
MEDICAL PROPERTIES TRUST, INC. P 2013-09-10 2015-01-06
BLACKROCK S&P 500 STOCK FUND INVESTO P 2013-04-19 2015-07-10
CABELAS INCORPORATED P 2013-10-10 2014-10-27
MORGAN STANLEY CHINA A SHARES FUND P 2013-12-24 2015-03-23
INTERNATIONAL BUSINESS MACHINE P 2013-04-19 2014-11-26
LONGLEAF PARTNERS INTERNATIONAL FUND P 2007-09-21 2015-02-09
EDGE INTEGRATION SYSTEMS, INC. P 2006-02-08 2015-01-02
PROLOGIS P 2010-11-02 2015-01-06
BLACKROCK S&P 500 STOCK FUND INVESTO P 2013-07-02 2015-07-10
INVESCO, LTD. P 2010-09-15 2014-11-19
WILLIAMS SONOMA, INC. P 2013-07-08 2015-06-05
INTERNATIONAL BUSINESS MACHINE P 2013-10-23 2014-11-26
LONGLEAF PARTNERS INTERNATIONAL FUND P 2007-09-21 2015-02-11
EDGE INTEGRATION SYSTEMS, INC. P 2007-03-12 2015-01-02
DU PONT E I DE NEMOURS P 1999-10-07 2015-06-29
BLACKROCK S&P 500 STOCK FUND INVESTO P 2013-10-02 2015-07-10
INVESCO, LTD. P 2012-11-06 2014-11-19
PENN NATIONAL GAMING, INC. P 2013-02-26 2015-06-25
M&T BANK CORPORATION P 2011-10-21 2015-02-05
LONGLEAF PARTNERS INTERNATIONAL FUND P 2007-11-08 2015-02-11
EDGE INTEGRATION SYSTEMS, INC. P 2007-11-07 2015-01-02
BLACKROCK S&P 500 STOCK FUND INVESTO P 2001-11-29 2015-07-10
BLACKROCK S&P 500 STOCK FUND INVESTO P 2013-12-13 2015-07-10
(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 49,179   46,864 2,315
b 9,875   6,907 2,968
c 1,816   1,152 664
d 18,004   18,907 -903
e 32,459   45,164 -12,705
20,635   17,190 3,445
13,631   9,678 3,953
4,135   3,767 368
31,585   33,250 -1,665
9,875   6,930 2,945
2,997   1,963 1,034
20,459   21,008 -549
13,596   18,918 -5,322
20,017   2,125 17,892
323   200 123
4,431   4,227 204
16,244   16,650 -406
21   13 8
15,166   2,837 12,329
32,525   35,982 -3,457
11,683   16,257 -4,574
21,191   5,663 15,528
23,593   10,349 13,244
19,950     19,950
14,637   19,692 -5,055
10,290   7,985 2,305
57,331   15,500 41,831
20,328   21,177 -849
2,078   2,891 -813
13,151   8,693 4,458
776   372 404
    10,891 -10,891
68,028   21,340 46,688
10,343   6,820 3,523
25,876   17,880 7,996
24,854   13,086 11,768
18,284   25,440 -7,156
6,185   4,032 2,153
15,058   8,132 6,926
3,429   4,710 -1,281
10,343   4,215 6,128
6,447   4,700 1,747
16,569   8,700 7,869
10,711   14,712 -4,001
12,370   8,283 4,087
630   338 292
26,084   35,830 -9,746
6,780   2,703 4,077
11,771   9,243 2,528
20,712   19,223 1,489
5,128   7,044 -1,916
17,116   4,116 13,000
14,047   8,505 5,542
18,592   25,539 -6,947
9,594   3,103 6,491
9,502   4,802 4,700
24,665   24,665  
3,873   5,320 -1,447
4,067   960 3,107
421   278 143
4,375   4,200 175
6,396   1,251 5,145
7,466   4,898 2,568
17,718   17,718  
7,675   10,543 -2,868
5,986   4,106 1,880
16,549   9,756 6,793
4,632   4,563 69
19,188   4,989 14,199
6,787   4,496 2,291
14   13 1
4,349   5,974 -1,625
11,972   8,247 3,725
256   173 83
3,780   3,808 -28
19,955   9,999 9,956
22,594   27,985 -5,391
100,000   137,950 -37,950
7,530   10,344 -2,814
18,403   12,150 6,253
17,703   12,316 5,387
4,504   4,528 -24
13,438   8,940 4,498
11,297   14,513 -3,216
100,000   138,743 -38,743
1,239   1,701 -462
18,497   15,669 2,828
5,456   4,118 1,338
14,637   18,588 -3,951
9,873   7,050 2,823
14,525   17,299 -2,774
100,000   139,645 -39,645
    75,000 -75,000
17,326   11,460 5,866
3,914   3,057 857
22,910   12,023 10,887
58,176   42,981 15,195
16,138   17,542 -1,404
21,568   30,010 -8,442
    32,258 -32,258
1,854   1,854  
4,311   3,526 785
8,690   5,425 3,265
3,632   2,231 1,401
40,542   25,138 15,404
333   463 -130
    50,000 -50,000
25,974   14,555 11,419
4,284   3,711 573
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       2,315
b       2,968
c       664
d       -903
e       -12,705
      3,445
      3,953
      368
      -1,665
      2,945
      1,034
      -549
      -5,322
      17,892
      123
      204
      -406
      8
      12,329
      -3,457
      -4,574
      15,528
      13,244
      19,950
      -5,055
      2,305
      41,831
      -849
      -813
      4,458
      404
      -10,891
      46,688
      3,523
      7,996
      11,768
      -7,156
      2,153
      6,926
      -1,281
      6,128
      1,747
      7,869
      -4,001
      4,087
      292
      -9,746
      4,077
      2,528
      1,489
      -1,916
      13,000
      5,542
      -6,947
      6,491
      4,700
       
      -1,447
      3,107
      143
      175
      5,145
      2,568
       
      -2,868
      1,880
      6,793
      69
      14,199
      2,291
      1
      -1,625
      3,725
      83
      -28
      9,956
      -5,391
      -37,950
      -2,814
      6,253
      5,387
      -24
      4,498
      -3,216
      -38,743
      -462
      2,828
      1,338
      -3,951
      2,823
      -2,774
      -39,645
      -75,000
      5,866
      857
      10,887
      15,195
      -1,404
      -8,442
      -32,258
       
      785
      3,265
      1,401
      15,404
      -130
      -50,000
      11,419
      573
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 2 342,812
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 24,095
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 1,151,225 11,979,238 0.096102
2012 442,675 10,039,234 0.044094
2011 420,133 8,840,237 0.047525
2010 505,031 8,454,240 0.059737
2009 332,410 7,453,045 0.044601
2 Total of line 1, column (d) ...................... 2 0.292059
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 0.058412
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 13,372,700
5 Multiply line 4 by line 3....................... 5 781,126
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 26,492
7 Add lines 5 and 6......................... 7 807,618
8 Enter qualifying distributions from Part XII, line 4.............. 8 734,158
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 (2014)
Form 990-PF (2014)
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 52,985
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 52,985
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 52,985
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 17,752
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 53,127
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 70,879
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 640
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 17,254
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet17,254 RefundedBullet 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 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    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 JR PRESIDENT
    1.00
    0 0 0
    5320 GRAND AVENUE
    DES MOINES,IA50312
    MARY BRIGHT URBAN VICE-PRESIDE
    1.00
    0 0 0
    5320 GRAND AVENUE
    DES MOINES,IA50312
    WILLIAM GORING URBAN TREASURER
    1.00
    0 0 0
    29 LIBBIE AVENUE
    RICHMOND,VA23226
    VICTORIA URBAN BROER SECRETARY
    1.00
    0 0 0
    12611 LAKESHORE BLVD
    BRATENAHL,OH44108
    CORNELIA URBAN SAWCZUK DIRECTOR
    1.00
    0 0 0
    1402 EAST CAPITAL STREE NE
    WASHINGTON,DC20003
    THOMAS NELSON URBAN III 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 (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    11,008,093
    b
    Average of monthly cash balances.......................
    1b
    2,568,252
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,576,345
    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
    13,576,345
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    203,645
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,372,700
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    668,635
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    668,635
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    52,985
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    52,985
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    615,650
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    615,650
    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
    615,650
    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
    734,158
    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
    734,158
    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
    734,158
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 615,650
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010....... 56,784
    c From 2011.......  
    d From 2012.......  
    e From 2013....... 587,765
    fTotal of lines 3a through e......... 644,549
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 734,158
    a Applied to 2013, 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 2014 distributable amount..... 615,650
    e Remaining amount distributed out of corpus 118,508
    5 Excess distributions carryover applied to 2014.    
    (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 5 763,057
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    763,057
    10 Analysis of line 9:
    a Excess from 2010.... 56,784
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013.... 587,765
    e Excess from 2014.... 118,508
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    1708 GALLERY
    319 WEST BROAD STREET
    RICHMOND,VA23220
    N/A CHARITY GENERAL OPERATIONS 1,000
    ALLIANCE THEATRE
    1280 PEACHTREE STREET NE
    ATLANTA,GA30309
    N/A CHARITY GENERAL OPERATION 10,000
    ART 180
    0 E 4TH STREET STUDIO1
    RICHMOND,VA23224
    N/A CHARITY GENERAL OPERATIONS 1,000
    BIDDEFORD POOL COMMUNITY CLUB
    PO BOX 123
    BIDDEFORD POOL,ME04006
    N/A CHARITY GENERAL OPERATIONS 1,000
    BRENTON ARBORETUM
    25141 260TH STREET
    DALLAS CENTER,IA50063
    N/A CHARITY GENERAL OPERATIONS 2,500
    CATHEDRAL OF THE SACRED HEART
    FOUNDATION
    800 SOUTH CATHEDRAL PLACE
    RICHMOND,VA23220
    N/A CHARITY GENERAL OPERATIONS 41,000
    CHILDREN'S MIRACLE NETWORK
    205 WEST 700 SOUTH
    SALT LAKE CITY,UT84101
    N/A CHARITY HOSPITAL SUPPORT 10,000
    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 73,350
    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 26,000
    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 UNIVERSITY SCHOOL OF BUSINESS
    BOX 90118
    DURHAM,NC277080118
    N/A CHARITY ANNUAL FUND 5,000
    FRIENDS OF INDEPENDENT SCHOOLS
    & BETTER EDUCATION
    811 KARL JOHAN AVE NORTH
    TACOMA,WA984061047
    N/A CHARITY INDEPENDENT SCHOOL OPERATIONS 10,000
    FRIENDS OF VANCOUVER ART GALLERY
    750 HORNBY STREET
    VANCOUVER,BRITISH COLUMBIAV6Z 2H7
    CA
    N/A CHARITY GENERAL OPERATIONS 5,000
    FUND FOR OUR ECONOMIC FUTURE
    1360 EAST NINTH STREET
    SUITE 210
    CLEVELAND,OH44114
    N/A CHARITY GENERAL OPERATIONS 5,000
    GEORGIA RESEARCH ALLIANCE
    50 HURT PLAZA SUITE 1220
    ATLANTA,GA30303
    N/A CHARITY GENERAL OPERATIONS 15,000
    GRAND FOUNDATION
    PO BOX 1342
    WINTER PARK,CO80482
    N/A CHARITY GENERAL OPERATIONS 15,000
    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 10,000
    HARVARD COLLEGE FUND
    124 MOUNT AUBURN ST
    CAMBRIDGE,MA021385762
    N/A PUBLIC REUNION FUND CLASS OF 1990 6,000
    JOHN HOPKINS UNIVERSITY
    3400 NORTH CHARLES STREET
    BALTIMORE,MD21218
    N/A CHARITY ANNUAL FUND 5,000
    LEWIS GINTER BOTANICAL GARDEN
    1800 LAKESIDE AVENUE
    RICHMOND,VA23228
    N/A CHARITY CHILDREN'S GARDEN 1,000
    MIDDLEBURY COLLEGE
    MIDDLEBURY COLLEGE
    MIDDLEBURY,VT05753
    N/A CHARITY ANNUAL FUND 5,000
    MONTESSORI DEVELOPMENT PARTNERSHIPS
    11025 MAGNOLIA DRIVE
    CLEVELAND,OH44106
    N/A CHARITY GENERAL OPERATIONS 19,150
    MONTESSORI SCHOOL OF WOOSTER
    1170 AKRON ROAD
    WOOSTER,OH44691
    N/A CHARITY GENERAL OPERATIONS 2,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 THIRD AVENUE
    NEW YORK,NY10017
    N/A CHARITY GENERAL OPERATIONS 5,000
    NATIONAL TROPICAL BOTANICAL GARDEN
    3530 PAPALINA ROAD
    KALAHEO,HI96741
    N/A CHARITY GENERAL OPERATIONS 3,000
    NORTHWESTERN UNIVERSITY - KELLOGG
    2001 SHERIDAN ROAD
    EVANSTON,IL60208
    N/A CHARITY ANNUAL FUND 500
    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 1,500
    RICHMOND SYMPHONY
    612 E GRACE ST STE 401
    RICHMOND,VA23219
    N/A CHARITY ANNUAL FUND/GENERAL OPERATIONS 10,000
    RIDLEY COLLEGE FUND USA INC
    55 BEDFORD AVE
    BUFFALO,NY14216
    N/A CHARITY GENERAL OPERATIONS 10,000
    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
    2665 LEIGHTON ROAD
    SHAKER HEIGHTS,OH44120
    N/A CHARITY GENERAL OPERATIONS 500
    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
    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 1,250
    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 5,000
    ST PAUL'S SCHOOL
    325 PLEASANT STREET
    CONCORD,NH033019966
    N/A CHARITY ANNUAL FUND 250
    STANFORD UNIVERSITY - BUSINESS
    655 KNIGHT WAY
    STANFORD,CA94305
    N/A CHARITY GENERAL OPERATIONS 1,000
    STUDIO TWO THREE
    3300 WEST CLAY STREET
    RICHMOND,VA23230
    N/A CHARITY GENERAL OPERATIONS 1,000
    THAT CAN BE ME INC
    19513 SHAKER BOULEVARD
    CLEVELAND,OH44122
    N/A CHARITY GENERAL OPERATIONS 500
    UNITED WAY OF CENTRAL IOWA
    1111 NINTH ST STE 300
    DES MOINES,IA50309
    N/A CHARITY GENERAL OPERATIONS 7,500
    UNIVERSITY CIRCLE INC
    10831 MAGNOLIA DRIVE
    CLEVELAND,OH44106
    N/A CHARITY GENERAL OPERATIONS 1,000
    UNIVERSITY OF CHICAGO - HUMANITIES
    1115 E 58TH STREET
    CHICAGO,IL60637
    N/A CHARITY ANNUAL FUND 500
    UNIVERSITY OF CHICAGO - BOOTH
    5807 SOUTH WOODLAWN AVE
    CHICAGO,IL60637
    N/A CHARITY ANNUAL FUND 500
    UNIVERSITY OF CHICAGO - HARRIS
    1155 E 60TH ST STE 111
    CHICAGO,IL60637
    N/A CHARITY ANNUAL FUND 500
    VIRGINIA MUSEUM OF FINE ARTS
    200 NORTH BOULEVARD
    RICHMOND,VA23220
    N/A CHARITY GENERAL OPERATIONS 1,000
    WILLOWBANK FOUNDATION USA
    45 BYANT WOODS
    NORTH AMHERST,NY14228
    N/A CHARITY GENERAL OPERATIONS 255,000
    Total .................................bullet 3a 728,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 3,170  
    4 Dividends and interest from securities....     14 189,082  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
    211110 19,996 18 342,812  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aFEDERAL TAX REFUND     41 4,751  
    bMERIT ENERGY PARTNERSHIP     15 2,154,726  
    cMERIT ENERGY PARTNERS I, LP     15 -7  
    dBRAZIL TEAK INVESTORS     14 -911  
    eCHENIERE ENERGY PARTNERS, L 211110 -2,419 15    
    fORDINARY GAIN FROM SALE 211110 3,811      
    12 Subtotal. Add columns (b), (d), and (e).. 21,388 2,693,623  
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,715,011
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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) 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 (2014)
    Additional Data


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    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

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    TY 2014 GainLossSaleOtherAssetsSch
    Name:
    WEATHERTOP FOUNDATION
    F/K/A THOMAS NELSON URBAN JR
    EIN: 42-1431036
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    CHENIERE ENERGY PARTNERS, LP 2013-02 PURCHASE 2014-09   45,478 25,482     19,996  

    TY 2014 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
    ABIOMED, INC. 27,742 100,698
    AKAMAI TECHNOLOGIES INC. 12,348 27,616
    ALBEMARLE CORPORATION 49,091 46,612
    ALIBABA GROUP HOLDING LTD 41,546 39,170
    ALIGN TECHNOLOGY, INC. 39,897 47,025
    AMERICAN EXPRESS CO. 32,471 60,848
    AMERICAN TOWER CORPORATION 86,047 104,621
    AMTRUST FINANCIAL SERVICES, INC. 40,332 82,717
    ANNALY CAPITAL MANAGEMENT 123,461 85,570
    APPLE, INC. 31,665 67,928
    AT&T 42,370 45,996
    AVALONBAY COMMUNITIES INC. 10,625 107,713
    BABCOCK & WILCOX COMPANY 8,733 11,615
    BE AEROSPACE, INC. 20,733 42,232
    BECTON DICKINSON CO. 53,573 109,548
    BENEFITFOCUS INC 50,151 44,688
    BERKSHIRE HATHAWAY CLASS B 49,962 114,192
    BIOTECH & GENOME POWERSHARES ETF 20,950 59,477
    BLACKROCK S&P 500 STOCK FUND INVESTO 523,368 958,345
    BLACKROCK SMALL CAP INDEX A 319,426 501,247
    BOSTON PROPERTIES 69,541 98,624
    BROWN FORMAN CORP B 13,053 45,532
    BWX TECHNOLOGIES INC. 23,408 28,932
    CABELAS INCORPORATED 43,305 32,078
    CANADIAN NATIONAL RAILWAY COMPANY 27,016 64,927
    CHEMOURS CO 94 2,621
    CARMAX, INC.    
    COCA-COLA    
    COLGATE-PALMOLIVE 24,550 50,335
    CORE LABORATORIES INC. 41,507 49,334
    DEERE & CO. 46,560 71,873
    DIAGEO, P.L.C. ADR 25,775 42,678
    DIGITAL REALTY TRUST, INC. 81,251 93,192
    DIRECTV COMPANY    
    DISCOVERY COMMUNICATIONS INC 40,804 42,420
    DU PONT E I DE NEMOURS 1,760 66,912
    DUKE REALTY CORPORATION 62,183 98,833
    EQUITY RESIDENTIAL 26,425 104,734
    EXXONMOBIL 38,617 47,526
    FASTENAL COMPANY 40,754 41,860
    GAMING & LEISURE PROPERTIES, INC. 93,286 83,938
    GENMARK DIAGNOSTICS INC 46,157 34,000
    GOOGLE, INC CLASS A 9,498 26,300
    GOOGLE, INC. CLASS C 9,498 25,024
    HARRIS CORPORATION 34,737 68,260
    HEALTHCARE SERVICES GROUP 32,267 45,383
    HEINEKEN NV ADR 39,011 60,799
    HEXCEL CORPORATION 22,862 62,268
    IMPRIVATA, INC 30,345 30,400
    INTERNATIONAL BUSINESS MACHINE    
    INTERSECT ENT INC 43,929 44,505
    INVENTURE FOODS, INC 30,330 29,490
    INVESCO, LTD.    
    ISHARES EMERGING MARKET INDEX FUND 218,841 185,600
    IVY INTERNATIONAL CORE EQUITY FUND 500,072 521,966
    JM SMUCKER COMPANY 21,649 44,676
    K2M GROUP HOLDINGS 44,827 77,792
    KIMCO REALTY CORPORATION 75,797 101,311
    KITE REALITY GROUP TRUST 96,849 87,120
    KLX INC 8,151 17,008
    KRISPY KREME DONUT INC. 71,803 74,560
    LIBERTY BROADBAND CORP SER A 3,234 4,048
    LIBERTY BROADBAND CORP SER C 29,930 31,850
    LIBERTY GLOBAL PLC C 52,424 63,882
    LIBERTY GLOBAL LILAC CLASS C 2,649 2,767
    LIBERTY MEDIA CLASS A 9,817 11,340
    LIBERTY MEDIA CLASS C 30,304 33,930
    LOEWS CORP.    
    M&T BANK CORPORATION    
    MACERICH COMPANY 24,450 94,992
    MARKEL CORPORATION 97,052 212,650
    MASTERCARD, INC. 27,565 97,400
    MEDICAL PROPERTIES TRUST, INC. 74,573 95,690
    MEDNAX, INC. 39,103 75,330
    MORGAN STANLEY CHINA A SHARES FUND 23,500 28,380
    MSCI, INC. 34,553 72,999
    NESTLE, SA 58,058 75,600
    NEWMARKET CORPORATION 15,708 63,236
    NOVARTIS AG ADR 48,373 90,263
    ON SEMICONDUCTOR CORP 92,639 94,157
    PATTERSON-UTI ENERGY INC 46,254 42,861
    PENN NATIONAL GAMING, INC. 50,788 59,434
    PLUM CREEK TIMBER    
    PORTFOLIO RECOVERY ASSOCIATES, INC.    
    PRA GROUP INC. 50,754 97,867
    PRAXAIR, INC. 48,521 58,211
    PRECISION CASTPARTS CORP 62,428 58,476
    PROLOGIS 64,437 93,403
    QUATERRA RESOURCES, INC. 23,954 3,360
    SCHLUMBERGER, LTD. 77,110 82,820
    SIMON PROPERTY GROUP INC 100,391 102,971
    SIRONA DENTAL SYSTEMS, INC. 26,331 46,701
    SL GREEN REALTY CORP 102,037 97,869
    STERICYCLE, INC. 25,108 33,833
    SUN COMMUNITIES, INC. 84,412 142,496
    SUPERIOR ENERGY SERVICES, INC. 68,477 49,759
    SYNCHRONOSS TECHNOLOGIES, INC. 40,212 57,360
    TELEFEX, INC. 39,224 51,586
    TRANSDIGM GROUP, INC 26,202 33,945
    TRIMBLE NAVIGATION LTD. 19,452 24,717
    ULTRA PETROLEUM CORPORATION 43,785 16,338
    URBAN EDGE PROPERTIES 7,153 9,125
    UNIVERSAL HEALTH SERVICES CL B    
    VALEANT PHARMACEUTICALS INTL INC 28,732 51,506
    VANGUARD FTSE EX US INDEX ETF 212,688 314,665
    VANGUARD MID-CAP ETF 249,445 399,652
    VENTAS, INC. 74,936 79,320
    VERISK ANALYTICS, INC. 28,453 46,866
    VORNADO REALTY TRUST 69,795 82,918
    W. P. CAREY & COMPANY, LLC 65,191 88,726
    WILLIAMS SONOMA, INC.    
    ZELTIQ AESTHETICS, INC. 60,703 85,875

    TY 2014 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 194,486 194,486
    LONGLEAF PARTNERS FUND AT COST 906,408 977,106
    LONGLEAF PARTNERS INTERNATIONAL FUND AT COST    
    LONGLEAF PARTNERS SMALLCAP FUND AT COST 1,041,205 1,101,295
    MERIT ENERGY AT COST 829,231 829,231
    VENTRIA AT COST 137,000 137,000
    REACH SYSTEMS AT COST    
    CHENIERE ENERGY AT COST    
    MERIT ENERGY PARTNERS I, LP AT COST 23,748 23,748

    TY 2014 OtherDecreasesSchedule
    Name:
    WEATHERTOP FOUNDATION
    F/K/A THOMAS NELSON URBAN JR
    EIN: 42-1431036
    Description Amount
       


    TY 2014 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 250 250    
    INVESTMENT EXPENSES 35,785 35,785    


    TY 2014 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 4,751    
    MERIT ENERGY PARTNERSHIP 2,154,726 2,154,726  
    MERIT ENERGY PARTNERS I, LP -7 -7  
    BRAZIL TEAK INVESTORS -911 -911  
    CHENIERE ENERGY PARTNERS, LP -2,419    
    ORDINARY GAIN FROM SALE 3,811    


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    TY 2014 OtherNotesLoansRcvblLongSch
    Name:
    WEATHERTOP FOUNDATION
    F/K/A THOMAS NELSON URBAN JR
    EIN: 42-1431036

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    CLEVELAND BOTANICAL GARDEN 501C3 NONE 300,000 300,000 2013-04 2017-04 ANNUAL INT. TO MATURITY 3.00 % NONE CHARITABLE AND EDUCATIONAL PURPOSES NONE  

    TY 2014 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 7,205 3,603   3,602


    TY 2014 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 4,751      
    FEDERAL TAX PAYMENTS 13,001      
    FEDERAL 990-T TAX PAID 5,351      
    STATE 1120 TAX PAID 2,553