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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 08-01-2015 , and ending 07-31-2016
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:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$13,890,587
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,000
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 1,488 1,488  
4 Dividends and interest from securities... 202,845 202,845  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 408,755
b Gross sales price for all assets on line 6a 2,239,247
7 Capital gain net income (from Part IV, line 2)... 408,755
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)....... 40,612 22,718  
12 Total. Add lines 1 through 11........ 654,700 635,806  
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).... 7,540 3,770   3,770
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 74,791      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,213     2,213
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 35,777 35,777    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 120,321 39,547   5,983
25 Contributions, gifts, grants paid....... 1,263,948 1,263,948
26 Total expenses and disbursements. Add lines 24 and 25 1,384,269 39,547   1,269,931
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -729,569
b Net investment income (if negative, enter -0-) 596,259
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,349,634 1,470,118 1,470,118
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) bullet  
Less: allowance for doubtful accounts bullet   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)....... 6,081,908 Click to see attachment5,755,023 8,550,201
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).......... 3,132,078 Click to see attachment3,823,876 3,870,268
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) 11,863,620 11,049,017 13,890,587
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 11,863,620 11,049,017
30 Total net assets or fund balances (see instructions)..... 11,863,620 11,049,017
31 Total liabilities and net assets/fund balances (see instructions). 11,863,620 11,049,017
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
11,863,620
2
Enter amount from Part I, line 27a .....................
2
-729,569
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
11,134,051
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
85,034
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
11,049,017
Form 990-PF (2015)
Form 990-PF (2015)
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 ZELTIQ AESTHETICS, INC. P 2015-04-14 2015-10-16
b SCHLUMBERGER, LTD. P 2015-03-25 2015-12-14
c CABELAS INCORPORATED P 2013-04-08 2015-08-13
d PRA GROUP, INC. P 2014-05-28 2015-11-12
e DENTSPLY SIRONA INC P 2013-06-07 2016-03-01
PENN NATIONAL GAMING, INC. P 2013-11-15 2016-07-21
VERISK ANALYTICS, INC. P 2012-09-25 2016-01-22
VANGUARD MID-CAP ETF P 2011-03-31 2016-06-07
SUPERIOR ENERGY SERVICES, INC. P 2014-12-02 2015-10-28
LIBERTY GLOBAL PLC LILAC CLASS C P 2015-07-08 2016-01-15
CABELAS INCORPORATED P 2014-06-23 2015-08-13
PRA GROUP, INC. P 2014-06-23 2015-11-12
GENMARK DIAGNOSTICS INC P 2014-12-02 2016-03-16
PENN NATIONAL GAMING, INC. P 2014-07-14 2016-07-21
BECTON DICKINSON CO. P 2011-03-28 2016-02-23
IVY INTERNATIONAL CORE EQUITY FUND C P 2015-02-05 2016-06-07
SUPERIOR ENERGY SERVICES, INC. P 2015-04-15 2015-10-28
LIBERTY MEDIA CORP CLASS C P 2015-03-25 2016-01-22
BIOTECH & GENOME POWERSHARES ETF P 2009-02-11 2015-09-01
KLX INC P 2010-02-11 2015-11-12
PENN NATIONAL GAMING, INC. P 2013-11-15 2016-03-30
KRISPY KREME DOUGHNUT, INC. P 2014-02-10 2016-07-28
AT&T INC. P 2013-06-28 2016-02-25
DUKE REALTY CORPORATION P 1995-04-26 2016-06-08
ABIOMED, INC. P 2015-10-30 2015-11-02
PRECISION CASTPARTS CORP P 2015-05-29 2016-02-01
BIOTECH & GENOME POWERSHARES ETF P 2013-03-05 2015-09-01
KLX INC P 2010-02-17 2015-11-12
PENN NATIONAL GAMING, INC. P 2013-11-18 2016-03-30
KRISPY KREME DOUGHNUT, INC. P 2014-02-12 2016-07-28
AT&T INC. P 2013-09-05 2016-02-25
SUN COMMUNITIES, INC. P 2012-02-10 2016-06-21
PRA GROUP, INC. P 2015-10-27 2015-11-12
PRECISION CASTPARTS CORP P 2015-06-29 2016-02-01
ABIOMED, INC. P 2014-05-27 2015-10-13
KLX INC P 2011-05-10 2015-11-12
DENTSPLY SIRONA INC P 2013-06-07 2016-04-28
KRISPY KREME DOUGHNUT, INC. P 2014-09-29 2016-07-28
MARKEL CORPORATION P 2012-09-14 2016-03-02
DIGITAL REALTY TRUST, INC. P 2011-02-15 2016-06-21
FIVE BELOW INC P 2015-08-25 2015-11-16
ALIBABA GROUP HOLDING LTD P 2015-07-17 2016-02-18
ULTRA PETROLEUM CORPORATION P 2013-09-24 2015-10-28
KLX INC P 2012-02-13 2015-11-12
STERICYCLE, INC. P 2013-03-26 2016-05-02
KRISPY KREME DOUGHNUT, INC. P 2015-06-15 2016-07-28
DISCOVERY COMMUNICATIONS INC P 2015-02-06 2016-05-04
AMERICAN TOWER CORPORATION P 2013-04-05 2016-06-21
FIVE BELOW INC P 2015-09-03 2015-11-16
DISCOVERY COMMUNICATIONS INC P 2015-12-30 2016-05-04
SYNCHRONOSS TECHNOLOGIES, INC. P 2014-07-21 2015-10-28
KLX INC P 2012-09-13 2015-11-12
DENTSPLY SIRONA INC P 2012-03-14 2016-05-05
LIBERTY BROADBAND CORP SER A P 2014-05-27 2015-11-19
JM SMUCKER COMPANY P 2009-11-18 2016-07-13
SIMON PROPERTY GROUP INC P 2014-12-08 2016-07-05
PAYLOCITY HOLDING CORP P 2015-11-02 2015-12-11
THERMO FISHER SCIENTIFIC INC P 2015-12-29 2016-07-12
SUPERIOR ENERGY SERVICES, INC. P 2008-11-04 2015-10-28
KLX INC P 2013-02-26 2015-11-12
DENTSPLY SIRONA INC P 2013-06-07 2016-05-05
LIBERTY BROADBAND CORP SER C P 2014-05-27 2015-11-19
URBAN EDGE PROPERTIES P 2010-11-02 2015-08-28
KITE REALTY GROUP TRUST P 2015-01-06 2016-07-13
FIVE BELOW INC P 2015-08-25 2016-03-24
THERMO FISHER SCIENTIFIC INC P 2016-02-26 2016-07-12
SUPERIOR ENERGY SERVICES, INC. P 2010-03-12 2015-10-28
ZELTIQ AESTHETICS, INC. P 2014-08-18 2015-12-14
DENTSPLY SIRONA INC P 2012-03-14 2016-07-07
SCHLUMBERGER, LTD. P 2013-05-09 2015-12-14
DIGITAL REALTY TRUST, INC. P 2011-02-15 2016-03-16
W. P. CAREY & COMPANY, LLC P 2012-02-14 2016-07-22
INVENTURE FOODS INC P 2015-07-02 2016-04-01
CARE CAPITAL PROPERTIES INC P 2015-08-21 2015-08-24
SUPERIOR ENERGY SERVICES, INC. P 2013-02-26 2015-10-28
ZELTIQ AESTHETICS, INC. P 2014-09-11 2015-12-14
GAMING & LEISURE PROPERTIES, INC. P 2012-11-29 2016-07-18
SCHLUMBERGER, LTD. P 2013-06-04 2015-12-14
DIGITAL REALTY TRUST, INC. P 2013-07-30 2016-03-16
PROLOGIS P 2010-11-02 2016-07-22
BENEFITFOCUS INC P 2015-06-12 2016-05-06
CARE CAPITAL PROPERTIES INC P 2015-08-21 2015-08-28
SUPERIOR ENERGY SERVICES, INC. P 2013-02-27 2015-10-28
ZELTIQ AESTHETICS, INC. P 2014-09-19 2015-12-14
GAMING & LEISURE PROPERTIES, INC. P 2013-02-26 2016-07-18
LIBERTY GLOBAL PLC C P 2014-02-21 2016-01-21
SL GREEN REALTY CORP P 2014-12-08 2016-04-13
VORNADO REALTY TRUST P 2010-11-02 2016-07-22
KRISPY KREME DOUGHNUT, INC. P 2016-01-14 2016-07-28
CHEMOURS COMPANY P 2015-07-01 2015-08-28
SUPERIOR ENERGY SERVICES, INC. P 2013-03-26 2015-10-28
NEWMARKET CORPORATION P 2007-05-08 2016-02-02
GAMING & LEISURE PROPERTIES, INC. P 2013-03-05 2016-07-18
LIBERTY GLOBAL PLC C P 2014-03-17 2016-01-21
MEDICAL PROPERTIES TRUST, INC. P 2013-09-10 2016-05-12
SL GREEN REALTY CORP P 2014-12-08 2016-07-29
VALEANT PHARMACEUTICALS INTERNATIONA P 2014-12-31 2015-10-23
MEDICAL PROPERTIES TRUST, INC. P 2015-08-28 2016-05-12
SUPERIOR ENERGY SERVICES, INC. P 2014-10-13 2015-10-28
NEWMARKET CORPORATION P 2013-03-05 2016-02-02
GAMING & LEISURE PROPERTIES, INC. P 2013-08-13 2016-07-18
LIBERTY MEDIA CORP CLASS A P 2014-05-27 2016-01-22
VENTAS, INC. P 2011-02-15 2016-05-12
ANNALY CAPITAL MANAGEMENT P 2012-11-07 2016-07-29
LIBERTY BROADBAND CORP SER C P 2015-01-09 2015-11-19
W. P. CAREY & COMPANY, LLC P 2015-08-28 2016-07-22
AKAMAI TECHNOLOGIES INC. P 2013-04-22 2015-10-28
SIRONA DENTAL SYSTEMS, INC. P 2012-03-14 2016-03-01
GAMING & LEISURE PROPERTIES, INC. P 2014-02-20 2016-07-18
LIBERTY MEDIA CORP CLASS C P 2014-05-27 2016-01-22
KIMCO REALTY CORPORATION P 2011-02-15 2016-05-12
ANNALY CAPITAL MANAGEMENT P 2013-07-24 2016-07-29
LIBERTY BROADBAND CORP SER C P 2015-03-25 2015-11-19
MORGAN STANLEY CHINA A SHARES FUND P 2013-12-24 2015-08-12
ZELTIQ AESTHETICS, INC. P 2014-09-11 2015-11-12
SIRONA DENTAL SYSTEMS, INC. P 2013-06-07 2016-03-01
PENN NATIONAL GAMING, INC. P 2012-11-29 2016-07-21
VERISK ANALYTICS, INC. P 2012-04-20 2016-01-22
DU PONT E I DE NEMOURS P 1999-01-01 2016-05-24
(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 17,045   16,135 910
b 13,931   16,680 -2,749
c 24,199   33,126 -8,927
d 7,688   11,082 -3,394
e 24   15 9
1,338   331 1,007
21,386   14,059 7,327
25,059   16,116 8,943
11,295   14,647 -3,352
2,330   2,649 -319
7,568   10,179 -2,611
7,995   12,232 -4,237
19,437   46,157 -26,720
14,719   2,920 11,799
29,205   15,721 13,484
70,000   74,647 -4,647
10,542   17,409 -6,867
10,359   11,554 -1,195
21,256   5,680 15,576
6,744   2,748 3,996
14,109   12,672 1,437
54,600   46,296 8,304
28,313   24,652 3,661
19,502   10,800 8,702
24,566   22,317 2,249
47,000   42,279 4,721
31,883   15,270 16,613
1,180   509 671
8,971   8,267 704
10,500   9,100 1,400
21,246   17,718 3,528
17,936   10,081 7,855
7,380   10,297 -2,917
23,500   20,149 3,351
41,685   10,670 31,015
2,226   1,407 819
18,126   11,589 6,537
12,600   10,458 2,142
26,393   13,364 13,029
15,490   8,399 7,091
5,510   7,200 -1,690
33,488   41,546 -8,058
10,752   43,785 -33,033
910   705 205
22,828   25,108 -2,280
6,300   5,949 351
36,867   40,804 -3,937
16,316   11,734 4,582
16,530   21,060 -4,530
18,433   17,631 802
40,535   40,212 323
1,686   1,153 533
11,390   5,092 6,298
3,975   3,234 741
60,872   21,649 39,223
19,494   16,428 3,066
20,579   16,978 3,601
30,755   28,642 2,113
1,506   2,119 -613
1,855   1,629 226
3,793   2,412 1,381
7,955   6,416 1,539
9,029   7,153 1,876
19,954   20,544 -590
20,730   18,000 2,730
23,066   19,671 3,395
3,765   5,421 -1,656
2,767   1,961 806
16,658   7,223 9,435
31,345   34,784 -3,439
21,697   13,998 7,699
3,564   2,248 1,316
16,410   30,330 -13,920
16   14 2
7,530   12,530 -5,000
2,767   2,581 186
17,525   19,696 -2,171
24,379   25,646 -1,267
4,339   2,865 1,474
18,215   10,027 8,188
36,593   50,151 -13,558
10,749   9,690 1,059
3,193   5,444 -2,251
8,301   7,509 792
4,802   5,233 -431
19,612   24,554 -4,942
19,706   24,009 -4,303
15,456   12,317 3,139
15,750   10,395 5,355
2,166   94 2,072
753   1,299 -546
3,829   530 3,299
3,505   3,944 -439
22,880   27,869 -4,989
4,259   3,616 643
21,175   21,608 -433
23,474   28,732 -5,258
18,456   15,511 2,945
5,497   9,607 -4,110
13,574   9,929 3,645
5,783   6,722 -939
10,701   9,817 884
19,877   14,496 5,381
71,869   99,995 -28,126
2,387   1,816 571
17,819   14,735 3,084
22,200   12,348 9,852
12,315   12,315  
10,445   11,388 -943
20,717   18,750 1,967
18,796   12,017 6,779
21,778   23,465 -1,687
21,214   21,698 -484
29,016   23,500 5,516
16,455   12,907 3,548
14,016   14,016  
6,690   5,753 937
21,386   14,394 6,992
81,285   1,760 79,525
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       910
b       -2,749
c       -8,927
d       -3,394
e       9
      1,007
      7,327
      8,943
      -3,352
      -319
      -2,611
      -4,237
      -26,720
      11,799
      13,484
      -4,647
      -6,867
      -1,195
      15,576
      3,996
      1,437
      8,304
      3,661
      8,702
      2,249
      4,721
      16,613
      671
      704
      1,400
      3,528
      7,855
      -2,917
      3,351
      31,015
      819
      6,537
      2,142
      13,029
      7,091
      -1,690
      -8,058
      -33,033
      205
      -2,280
      351
      -3,937
      4,582
      -4,530
      802
      323
      533
      6,298
      741
      39,223
      3,066
      3,601
      2,113
      -613
      226
      1,381
      1,539
      1,876
      -590
      2,730
      3,395
      -1,656
      806
      9,435
      -3,439
      7,699
      1,316
      -13,920
      2
      -5,000
      186
      -2,171
      -1,267
      1,474
      8,188
      -13,558
      1,059
      -2,251
      792
      -431
      -4,942
      -4,303
      3,139
      5,355
      2,072
      -546
      3,299
      -439
      -4,989
      643
      -433
      -5,258
      2,945
      -4,110
      3,645
      -939
      884
      5,381
      -28,126
      571
      3,084
      9,852
       
      -943
      1,967
      6,779
      -1,687
      -484
      5,516
      3,548
       
      937
      6,992
      79,525
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 2 408,755
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 -25,937
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))
2014 734,158 13,372,700 0.054900
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
2
Total of line 1, column (d) .....................
20.302358
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
0.060472
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
13,177,407
5
Multiply line 4 by line 3......................
5
796,864
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,963
7
Add lines 5 and 6........................
7
802,827
8
Enter qualifying distributions from Part XII, line 4.............
8
1,269,931
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 5,963
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 5,963
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,963
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 17,254
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,254
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 11,291
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet11,291 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
 
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)
    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 2015 or the taxable year beginning in 2015 (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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website 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 2015, 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  
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (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 (2015)
    Form 990-PF (2015)
    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 S URBAN DIRECTOR
    1.00
    0 0 0
    1402 EAST CAPITAL STREET 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  
    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  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    11,643,609
    b
    Average of monthly cash balances.......................
    1b
    1,734,469
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,378,078
    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
    13,378,078
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    200,671
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,177,407
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    658,870
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    658,870
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    5,963
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,963
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    652,907
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    652,907
    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
    652,907
    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
    1,269,931
    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
    1,269,931
    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
    5,963
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,263,968
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 652,907
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 56,784
    b From 2011......  
    c From 2012......  
    d From 2013...... 587,765
    e From 2014...... 118,508
    fTotal of lines 3a through e........ 763,057
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 1,269,931
    a Applied to 2014, 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 2015 distributable amount..... 652,907
    e Remaining amount distributed out of corpus 617,024
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,380,081
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2016. 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 2010 not
    applied on line 5 or line 7 (see instructions) ...
    56,784
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    1,323,297
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013.... 587,765
    d Excess from 2014.... 118,508
    e Excess from 2015.... 617,024
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 (2015)
    Form 990-PF (2015)
    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
    ART 180
    114 W MARSHALL STREET
    RICHMOND,VA23220
    N/A CHARITY GENERAL OPERATIONS 1,000
    BIDDEFORD POOL COMMUNITY CLUB
    PO BOX 123
    BIDDEFORD POOL,ME04006
    N/A CHARITY GENERAL OPERATIONS 5,000
    BRENTON ARBORETUM
    25141 260TH STREET
    DALLAS CENTER,IA50063
    N/A CHARITY GENERAL OPERATIONS 2,500
    CARNEGIE INSTITUTION
    1530 P ST NW
    WASHINGTON,DC20005
    NONE CHARITY GENERAL OPERATIONS 5,000
    CATHEDRAL OF THE SACRED HEART
    800 SOUTH CATHEDRAL PLACE
    RICHMOND,VA23220
    N/A CHARITY GENERAL OPERATIONS 1,000
    CATHEDRAL OF THE SACRED HEART
    FOUNDATION
    800 SOUTH CATHEDRAL PLACE
    RICHMOND,VA23220
    N/A CHARITY GENERAL OPERATIONS 10,000
    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 333,000
    COLORADO HEADWATERS LAND TRUST
    PO BOX 1938
    GRANBY,CO80446
    NONE CHARITY GENERAL SUPPORT 1,000
    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
    DANA-FARBER CANCER INSTITUTE
    10 BROOKLINE PLACE WEST
    BROOKLINE,MA02445
    NONE CHARITY GENERAL SUPPORT 2,000
    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 2,500
    DUKE UNIVERSITY SCHOOL OF BUSINESS
    BOX 90118
    DURHAM,NC277080118
    N/A CHARITY ANNUAL FUND 3,000
    FRIENDS OF INDEPENDENT SCHOOLS
    & BETTER EDUCATION
    811 KARL JOHAN AVE NORTH
    TACOMA,WA984061047
    N/A CHARITY INDEPENDENT SCHOOL OPERATIONS 27,500
    FRIENDS OF VANCOUVER ART GALLERY
    750 HORNBY STREET
    VANCOUVER,BRITISH COLUMBIAV6Z 2H7
    CA
    N/A CHARITY GENERAL OPERATIONS 11,000
    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
    GREATER DSM BOTANICAL GARDEN
    909 ROBERT D RAY DRIVE
    DES MOINES,IA50309
    N/A CHARITY GENERAL OPERATIONS 107,500
    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
    JOHN HOPKINS UNIVERSITY
    3400 NORTH CHARLES STREET
    BALTIMORE,MD21218
    N/A CHARITY ANNUAL FUND 15,000
    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 SCHOOL OF WOOSTER
    1170 AKRON ROAD
    WOOSTER,OH44691
    N/A CHARITY GENERAL OPERATIONS 2,000
    MONTESSORI HIGH SCHOOL - CLEVELAND
    11025 MAGNOLIA DRIVE
    CLEVELAND,OH44106
    NONE CHARITY GENERAL SUPPORT 18,600
    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
    PETER PAUL DEVELOPMENT CENTER
    1708 NORTH 22ND STREET
    RICHMOND,VA23223
    NONE CHARITY GENERAL SUPPORT 5,000
    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 2,500
    RICHMOND SYMPHONY
    612 E GRACE ST STE 401
    RICHMOND,VA23219
    N/A CHARITY ANNUAL FUND/GENERAL OPERATIONS 5,000
    RIDLEY COLLEGE FUND USA INC
    55 BEDFORD AVE
    BUFFALO,NY14216
    N/A CHARITY GENERAL OPERATIONS 14,000
    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
    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 6,750
    ST MARTIN'S IN THE FIELD
    ST MARTINS LANE
    BIDDLEFORD POOL,ME04006
        GENERAL SUPPORT 5,000
    ST PAUL'S CATHEDRAL
    815 HIGH STREET
    DES MOINES,IA503092714
    N/A CHARITY GENERAL OPERATIONS 2,500
    ST PAUL'S SCHOOL
    325 PLEASANT STREET
    CONCORD,NH033019966
    N/A CHARITY ANNUAL FUND 250
    ST STEPHEN'S PRESCHOOL
    6000 GROVE AVENUE
    RICHMOND,VA23226
        GENERAL SUPPORT 1,500
    STANFORD UNIVERSITY - BUSINESS
    655 KNIGHT WAY
    STANFORD,CA94305
    N/A CHARITY GENERAL OPERATIONS 1,000
    STONEBROOK MONTESSORI
    975 EAST BLVD
    CLEVELAND,OH44108
    NONE CHARITY GENERAL SUPPORT 1,000
    THAT CAN BE ME INC
    19513 SHAKER BOULEVARD
    CLEVELAND,OH44122
    N/A CHARITY GENERAL OPERATIONS 1,000
    UNITED WAY OF CENTRAL IOWA
    1111 NINTH ST STE 300
    DES MOINES,IA50309
    N/A CHARITY GENERAL OPERATIONS 2,500
    UNIVERSITY CIRCLE INC
    10831 MAGNOLIA DRIVE
    CLEVELAND,OH44106
    N/A CHARITY GENERAL OPERATIONS 4,000
    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 SQUASH RACQUET ASSOCIATION
    PO BOX 2514
    RICHMOND,VA23218
    NONE CHARITY GENERAL SUPPORT 10,000
    WILLOWBANK FOUNDATION USA
    45 BYANT WOODS
    NORTH AMHERST,NY14228
    N/A CHARITY GENERAL OPERATIONS 562,348
    WINTER PARK HORSEMAN'S ASSOCIATION
    PO BOX 245
    WINTER PARK,CO80842
        GENERAL SUPPORT 1,000
    Total .................................bullet 3a 1,263,948
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 1,488  
    4 Dividends and interest from securities....     14 202,845  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 408,755  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aFEDERAL TAX REFUND
        41 17,894  
    bMERIT ENERGY PARTNERSHIP     15 22,765  
    cMERIT ENERGY PARTNERS I, LP     15 583  
    dBRAZIL TEAK INVESTORS     14 -630  
    e
    12 Subtotal. Add columns (b), (d), and (e)..   653,700  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13653,700
    (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 (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) 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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 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. 31,950 117,970
    AKAMAI TECHNOLOGIES INC.    
    ALBEMARLE CORPORATION 57,588 84,170
    ALIBABA GROUP HOLDING LTD    
    ALIGN TECHNOLOGY, INC. 39,897 66,863
    AMERICAN EXPRESS CO. 32,471 51,568
    AMERICAN TOWER CORPORATION 74,313 109,982
    AMGEN, INC. 60,093 68,812
    AMTRUST FINANCIAL SERVICES, INC. 40,332 56,811
    ANHEUSER BUSCH COMPANIES, INC. 36,776 42,068
    ANNALY CAPITAL MANAGEMENT    
    APPLE, INC. 50,893 79,200
    AT&T    
    AVALONBAY COMMUNITIES INC. 10,625 116,031
    BABCOCK & WILCOX COMPANY 8,733 9,047
    BE AEROSPACE, INC. 75,538 96,483
    BECTON DICKINSON CO. 37,853 91,520
    BENEFITFOCUS INC    
    BERKSHIRE HATHAWAY CLASS B 49,962 115,416
    BIOTECH & GENOME POWERSHARES ETF    
    BLACKROCK S&P 500 STOCK FUND INVESTO 546,042 1,008,147
    BLACKROCK SMALL CAP INDEX A 331,954 498,831
    BOEING COMPANY 58,997 66,830
    BOSTON PROPERTIES 69,541 113,704
    BROWN FORMAN CORP B 13,053 41,240
    BWX TECHNOLOGIES INC. 23,408 43,362
    CABELAS INCORPORATED    
    CANADIAN NATIONAL RAILWAY COMPANY 27,016 65,738
    CHEMOURS CO    
    COLGATE-PALMOLIVE 24,550 55,078
    CORE LABORATORIES INC. 47,019 58,405
    CVS HEALTH CORP 37,953 37,088
    DEERE & CO. 46,560 59,060
    DIAGEO, P.L.C. ADR 25,774 44,285
    DIGITAL REALTY TRUST, INC. 55,990 104,460
    DISCOVERY COMMUNICATIONS INC    
    DU PONT E I DE NEMOURS    
    DUKE REALTY CORPORATION 51,383 118,039
    ECOLABS, INC. 68,426 73,988
    EQUITY RESIDENTIAL 26,425 95,186
    EXXONMOBIL 38,617 53,370
    FASTENAL COMPANY 40,754 42,750
    FIVE BELOW INC. 35,029 51,010
    FMC CORP 35,625 35,655
    GAMING & LEISURE PROPERTIES, INC. 46,301 48,836
    GENESEE & WYOMING INC. A 75,416 77,700
    GENMARK DIAGNOSTICS INC    
    GOOGLE, INC CLASS A 9,498 31,654
    GOOGLE, INC. CLASS C 9,498 30,752
    HARRIS CORPORATION 34,737 71,288
    HEALTHCARE SERVICES GROUP 32,267 50,453
    HEINEKEN NV ADR 39,011 72,549
    HEXCEL CORPORATION 36,076 64,755
    IMPRIVATA, INC 30,345 38,240
    INTERSECT ENT INC 43,929 23,760
    INVENTURE FOODS, INC    
    ISHARES EMERGING MARKET INDEX FUND 243,135 206,369
    ISHARES RUSSELL 2000 INDEX FUND 76,531 78,696
    IVY INTERNATIONAL CORE EQUITY FUND 429,362 407,989
    JM SMUCKER COMPANY    
    K2M GROUP HOLDINGS 52,502 68,297
    KIMCO REALTY CORPORATION 63,780 110,745
    KITE REALITY GROUP TRUST 97,859 106,435
    KLX INC    
    KRISPY KREME DONUT INC.    
    LIBERTY BROADBAND CORP SER A    
    LIBERTY BROADBAND CORP SER C    
    LIBERTY GLOBAL PLC C    
    LIBERTY GLOBAL LILAC CLASS C    
    LIBERTY MEDIA CLASS A    
    LIBERTY MEDIA CLASS C    
    LIVE NATION ENTERTAINMENT INC. 89,134 115,164
    LKQ CORP 55,843 65,341
    MACERICH COMPANY 24,450 107,088
    MARKEL CORPORATION 83,688 198,289
    MARTIN MARIETTA MATERIALS, INC 18,203 30,398
    MASTERCARD, INC. 27,565 95,240
    MEDICAL PROPERTIES TRUST, INC. 74,536 109,900
    MEDNAX, INC. 39,103 61,330
    MICROSOFT CORPORATION 40,893 45,344
    MORGAN STANLEY CHINA A SHARES FUND    
    MSCI, INC. 34,553 92,149
    NESTLE, SA 58,058 80,230
    NEWMARKET CORPORATION 24,056 68,042
    NOVARTIS AG ADR 48,373 72,436
    ON SEMICONDUCTOR CORP 102,807 98,956
    PATTERSON-UTI ENERGY INC 46,254 50,414
    PAYLOCITY HOLDING CORP 50,934 66,960
    PENN NATIONAL GAMING, INC.    
    PRA GROUP INC. 55,859 54,466
    PRAXAIR, INC. 48,521 59,435
    PRECISION CASTPARTS CORP    
    PROLOGIS 54,701 106,256
    QUATERRA RESOURCES, INC. 23,954 2,680
    SCHLUMBERGER, LTD.    
    SIMON PROPERTY GROUP INC 83,963 104,438
    SIRONA DENTAL SYSTEMS, INC.    
    SL GREEN REALTY CORP 87,150 100,147
    SPORTSMANS WAREHOUSE HOLDINGS INC 39,920 35,630
    STERICYCLE, INC.    
    STEWART INFORMATION SERVICES CORP 26,646 32,108
    SUN COMMUNITIES, INC. 74,331 142,470
    SUPERIOR ENERGY SERVICES, INC.    
    SYNCHRONOSS TECHNOLOGIES, INC.    
    TELEFEX, INC. 39,224 69,419
    TIFFANY & COMPANY 53,410 48,390
    TRANSDIGM GROUP, INC 26,202 41,928
    TRIMBLE NAVIGATION LTD. 42,191 54,731
    ULTRA PETROLEUM CORPORATION    
    URBAN EDGE PROPERTIES    
    VALEANT PHARMACEUTICALS INTL INC    
    VANGUARD FTSE EX US INDEX ETF 212,688 290,355
    VANGUARD MID-CAP ETF 233,329 374,912
    VENTAS, INC. 76,371 114,240
    VERISK ANALYTICS, INC.    
    VORNADO REALTY TRUST 84,208 107,400
    W. P. CAREY & COMPANY, LLC 62,943 101,710
    WALT DISNEY CO 59,965 57,570
    ZELTIQ AESTHETICS, INC. 19,610 33,950

    TY 2015 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 193,856 193,856
    LONGLEAF PARTNERS FUND AT COST 1,042,741 972,386
    LONGLEAF PARTNERS SMALLCAP FUND AT COST 1,097,878 1,164,684
    MERIT ENERGY AT COST 616,589 616,589
    VENTRIA AT COST 137,000 186,941
    MERIT ENERGY PARTNERS I, LP AT COST 735,812 735,812

    TY 2015 OtherDecreasesSchedule
    Name:
    WEATHERTOP FOUNDATION
     
    F/K/A THOMAS NELSON URBAN JR
    EIN:
    42-1431036
    Description Amount
    PRIOR PERIOD ADJUSTMENT 85,034


    TY 2015 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 181 181    
    INVESTMENT EXPENSES 35,596 35,596    


    TY 2015 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 17,894    
    MERIT ENERGY PARTNERSHIP 22,765 22,765  
    MERIT ENERGY PARTNERS I, LP 583 583  
    BRAZIL TEAK INVESTORS -630 -630  


    TY 2015 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
     
     


    TY 2015 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 7,540 3,770   3,770


    TY 2015 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 17,254      
    FEDERAL TAX PAYMENTS 53,127      
    FEDERAL 990-T TAX PAID 3,127      
    STATE 1120 TAX PAID 1,283