Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 08-01-2018 , and ending 07-31-2019
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$16,717,177J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 50,630 50,630  
4 Dividends and interest from securities... 252,129 252,129  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 438,702
b Gross sales price for all assets on line 6a 4,873,220
7 Capital gain net income (from Part IV, line 2)... 438,702
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 45,585 45,585  
12 Total. Add lines 1 through 11........ 787,046 787,046  
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)....... Click to see attachment 6,180 3,090   3,090
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 30,714 2,809    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,610     7,610
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 52,024 51,808   216
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 96,528 57,707   10,916
25 Contributions, gifts, grants paid....... 471,915 471,915
26 Total expenses and disbursements. Add lines 24 and 25 568,443 57,707   482,831
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 218,603
b Net investment income (if negative, enter -0-) 729,339
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 795,654 2,826,043 2,826,043
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) bullet39,275
Less: allowance for doubtful accounts bullet   39,275 Click to see attachment39,275 39,275
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)....... 6,247,660 Click to see attachment6,377,458 10,428,393
c Investments—corporate bonds (attach schedule)....... 998,376 Click to see attachment899,356 904,691
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,323,797 Click to see attachment2,514,328 2,518,775
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) 12,404,762 12,656,460 16,717,177
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 12,404,762 12,656,460
30 Total net assets or fund balances (see instructions)..... 12,404,762 12,656,460
31 Total liabilities and net assets/fund balances (see instructions). 12,404,762 12,656,460
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
12,404,762
2
Enter amount from Part I, line 27a .....................
2
218,603
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
33,095
4
Add lines 1, 2, and 3 ..........................
4
12,656,460
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
12,656,460
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ALIGN TECHNOLOGY INC P 2014-07-24 2019-03-05
b K2M GROUP HOLDINGS INC INC P 2016-05-05 2018-11-05
c ON SEMICONDUCTOR CORP P 2015-05-04 2018-09-11
d BOOKING HLDGS INC COM P 2018-01-30 2018-10-03
e EQUITY RESIDENTIAL REIT P 1995-04-26 2018-11-21
AMTRUST FIN SVCS INC SVCS INC P 2018-06-18 2018-11-30
K2M GROUP HOLDINGS INC INC P 2016-09-20 2018-10-03
ON SEMICONDUCTOR CORP P 2014-08-27 2018-09-11
BOOKING HLDGS INC COM P 2017-11-07 2018-10-03
MEDICAL PPTYS TR INC P 2015-08-28 2018-11-29
AMTRUST FIN SVCS INC SVCS INC P 2017-02-28 2018-11-30
K2M GROUP HOLDINGS INC INC P 2014-09-29 2018-10-03
ON SEMICONDUCTOR CORP P 2015-04-15 2018-09-11
BOOKING HLDGS INC COM P 2017-02-17 2018-10-03
MEDICAL PPTYS TR INC P 2012-09-05 2018-11-29
AMTRUST FIN SVCS INC SVCS INC P 2017-02-22 2018-11-30
K2M GROUP HOLDINGS INC INC P 2014-10-10 2018-10-03
PAYLOCITY HOLDING CORP P 2016-09-20 2019-06-24
ANHEUSER BUSCH INBEV SA NV SPONSORED P 2018-01-30 2018-09-05
VENTAS INC REIT P 2015-08-28 2018-11-30
AMTRUST FIN SVCS INC SVCS INC P 2013-06-07 2018-11-30
KINSALE CAP GROUP INC INC P 2016-12-16 2019-06-24
PAYLOCITY HOLDING CORP P 2015-11-02 2019-06-24
ANHEUSER BUSCH INBEV SA NV SPONSORED P 2016-02-25 2018-09-05
LONGLEAF MUTUAL FUNDS P 2008-01-01 2019-03-26
AMTRUST FIN SVCS INC SVCS INC P 2014-11-05 2018-11-30
KINSALE CAP GROUP INC INC P 2016-10-24 2019-06-24
STARBUCKS CORP COM P 2017-09-27 2019-06-25
AMERICAN TOWER REIT INC P 2013-04-05 2019-03-21
LONGLEAF MUTUAL FUNDS P 2008-01-01 2019-03-26
CARRIZO OIL & GAS INC P 2018-05-10 2019-07-16
LIVE NATION ENTMNT INC ENTERTAINMENT P 2016-03-30 2019-06-24
SMITH A O CORP COMMON P 2019-01-30 2019-05-16
CITIGROUP INC 2.50% 2019 P 2018-07-10 2019-07-29
LONGLEAF MUTUAL FUNDS P 2008-01-01 2019-04-01
FIVE BELOW INC P 2016-01-12 2018-11-13
LIVE NATION ENTMNT INC ENTERTAINMENT P 2016-02-17 2019-06-24
PAYPAL HLDGS INC COM P 2018-01-30 2019-05-01
MCKESSON CORP 2.28% 2019 P 2018-07-10 2019-03-15
LONGLEAF MUTUAL FUNDS P 2008-01-01 2019-04-01
FIVE BELOW INC P 2015-09-03 2018-11-13
LIVENT CORP P 2016-05-05 2019-05-02
PAYPAL HLDGS INC COM P 2017-10-18 2019-05-01
MORGAN STANLEY 2.45% 2019 P 2018-07-10 2019-02-01
GENESEE & WYOMING INC A CL A P 2016-02-17 2019-05-22
LIVENT CORP P 2016-05-05 2019-03-11
PAYPAL HLDGS INC COM P 2017-07-26 2019-05-01
PROLOGIS INC P 2010-11-02 2019-04-12
GENESEE & WYOMING INC A CL A P 2015-08-25 2019-03-12
MEDNAX INC P 2013-02-12 2019-02-06
COLGATE PALMOLIVE CO COM P 2018-01-30 2019-01-28
PROLOGIS INC P 2003-04-17 2019-04-12
GENESEE & WYOMING INC A CL A P 2015-09-15 2019-05-22
MSCI INC CL A P 2013-05-02 2019-01-31
COLGATE PALMOLIVE CO COM P 2010-11-05 2019-01-28
REXFORD INDL RLTY INC P 2017-03-03 2019-05-01
GENESEE & WYOMING INC A CL A P 2015-08-25 2019-05-22
ON SEMICONDUCTOR CORP P 2016-07-26 2018-09-11
COLGATE PALMOLIVE CO COM P 2009-05-07 2019-01-28
SUN COMMNTYS INC P 2018-12-03 2019-05-24
GENESEE & WYOMING INC A CL A P 2017-06-19 2019-03-12
ON SEMICONDUCTOR CORP P 2014-08-27 2018-10-11
ANHEUSER BUSCH INBEV SA NV SPONSORED P 2018-10-08 2018-11-20
SUN COMMNTYS INC P 2012-02-10 2018-11-30
K2M GROUP HOLDINGS INC INC P 2016-05-05 2018-10-03
ON SEMICONDUCTOR CORP P 2015-07-13 2018-09-11
ANHEUSER BUSCH INBEV SA NV SPONSORED P 2018-05-02 2018-11-20
CD BERKSHIRE BK PITTSFIELD MA 2.00% P 2018-06-21 2018-08-29
(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 105,990   24,044 81,946
b 26   11 15
c 8,645   5,612 3,033
d 9,901   9,597 304
e 21,565   5,851 15,714
23,216   23,027 189
10,318   6,497 3,821
18,156   8,953 9,203
39,607   33,243 6,364
5,111   3,436 1,675
4,425   6,806 -2,381
68,246   32,174 36,072
19,254   11,810 7,444
39,607   32,810 6,797
13,629   7,636 5,993
1,209   2,260 -1,051
24,568   12,652 11,916
25,185   10,815 14,370
29,521   36,801 -7,280
18,734   17,090 1,644
29,205   29,948 -743
45,387   15,996 29,391
46,091   16,095 29,996
29,521   36,775 -7,254
100,000   124,057 -24,057
5,900   10,383 -4,483
1,334   340 994
42,099   27,698 14,401
25,051   10,169 14,882
100,000   116,127 -16,127
9,667   22,750 -13,083
17,798   6,008 11,790
58,665   64,219 -5,554
100,000   99,825 175
1,013,295   1,224,097 -210,802
19,456   5,483 13,973
37,124   11,431 25,693
11,185   8,383 2,802
100,000   100,000  
1,286,182   1,471,178 -184,996
21,511   6,247 15,264
6,809   4,339 2,470
44,743   26,878 17,865
100,000   100,000  
21,426   14,456 6,970
1     1
44,743   23,367 21,376
18,390   7,162 11,228
42,597   32,486 10,111
14,822   17,680 -2,858
16,243   19,271 -3,028
1,839   698 1,141
25,711   18,471 7,240
29,438   5,853 23,585
12,495   7,815 4,680
19,396   11,351 8,045
13,112   10,000 3,112
19,254   10,167 9,087
33,736   16,734 17,002
18,802   15,669 3,133
7,370   5,843 1,527
74,501   42,319 32,182
68,649   78,212 -9,563
46,500   14,237 32,263
18,399   7,663 10,736
20,524   12,056 8,468
26,697   33,457 -6,760
200,000   200,000  
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       81,946
b       15
c       3,033
d       304
e       15,714
      189
      3,821
      9,203
      6,364
      1,675
      -2,381
      36,072
      7,444
      6,797
      5,993
      -1,051
      11,916
      14,370
      -7,280
      1,644
      -743
      29,391
      29,996
      -7,254
      -24,057
      -4,483
      994
      14,401
      14,882
      -16,127
      -13,083
      11,790
      -5,554
      175
      -210,802
      13,973
      25,693
      2,802
       
      -184,996
      15,264
      2,470
      17,865
       
      6,970
      1
      21,376
      11,228
      10,111
      -2,858
      -3,028
      1,141
      7,240
      23,585
      4,680
      8,045
      3,112
      9,087
      17,002
      3,133
      1,527
      32,182
      -9,563
      32,263
      10,736
      8,468
      -6,760
       
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 2 438,702
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 -22,195
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 351,207 15,205,037 0.023098
2016 362,958 14,043,605 0.025845
2015 1,263,968 13,177,407 0.095919
2014 734,158 13,372,700 0.054900
2013 1,151,225 11,979,238 0.096102
2
Total of line 1, column (d) .....................
2
0.295864
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.059173
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
15,762,872
5
Multiply line 4 by line 3......................
5
932,736
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,293
7
Add lines 5 and 6........................
7
940,029
8
Enter qualifying distributions from Part XII, line 4,.............
8
482,831
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 14,587
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 14,587
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 14,587
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 23,435
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 23,435
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 176
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 8,672
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet8,672 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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website 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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    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 COLUMBIA  
    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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............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 (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    14,498,868
    b
    Average of monthly cash balances.......................
    1b
    1,504,048
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,002,916
    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
    16,002,916
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    240,044
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,762,872
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    788,144
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    788,144
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    14,587
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,587
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    773,557
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    773,557
    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
    773,557
    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
    482,831
    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
    482,831
    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
    482,831
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 773,557
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014...... 617
    c From 2015...... 617,024
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 617,641
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 482,831
    a Applied to 2017, 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 2018 distributable amount..... 482,831
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018. 290,726 290,726
    (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 5 326,915
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		326,915
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015.... 326,915
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    1708 GALLERY
    319 WEST BROAD STREET
    RICHMOND,VA23220     		N/A CHARITY GENERAL OPERATIONS 2,000
    AGECROFT ASSOCIATION
    4306 SULGRAVE ROAD
    RICHMOND,VA23221     		N/A CHARITY GENERAL SUPPORT 1,000
    ANGEL ISLAND IMMIGRATION STATION FO
    870 MARKET STREET STE 941
    SAN FRANCISCO,CA94102     		N/A CHARITY GENERAL SUPPORT 2,500
    ART 180
    114 W MARSHALL STREET
    RICHMOND,VA23220     		N/A CHARITY GENERAL OPERATIONS 1,500
    BIDDEFORD POOL COMMUNITY CLUB
    PO BOX 123
    BIDDEFORD POOL,ME04006     		N/A CHARITY GENERAL OPERATIONS 1,000
    BRATENAHL HISTORICAL SOCIETY
    10300 BRIGHTON ROAD
    BRATENAHL,OH44108     		N/A CHARITY GENERAL OPERATIONS 2,000
    CATHEDRAL OF THE SACRED HEART
    800 SOUTH CATHEDRAL PLACE
    RICHMOND,VA23220     		N/A CHARITY GENERAL OPERATIONS 5,000
    CHILDREN'S MIRACLE NETWORK
    205 WEST 700 SOUTH
    SALT LAKE CITY,UT84101     		N/A CHARITY HOSPITAL SUPPORT 32,200
    CHINESE HISTORICAL SOCIETY OF AMERI
    965 CLAY STREET
    SAN FRANCISCO,CA94108     		N/A CHARITY GENERAL OPERATIONS 2,500
    CLAREMONT MCKENNA COLLEGE
    400 N CLAREMONT BLVD
    CLAREMONT,CA91711     		N/A CHARITY GENERAL SUPPORT 250
    CLEVELAND BOTANICAL GARDEN
    11030 EAST BLVD
    CLEVELAND,OH44106     		N/A CHARITY GENERAL OPERATIONS 35,000
    CLEVELAND METROPARKS
    4101 FULTON PKWY
    CLEVELAND,OH44144     		N/A CHARITY GENERAL SUPPORT 5,000
    COLORADO OUTWARD BOUND SCHOOL
    5161 SHERIDAN BOULEVARD
    DENVER,CO80212     		N/A CHARITY GENERAL SUPPORT 500
    CONCORD ACADEMY
    166 MAIN STREET
    CONCORD,MA017429956     		N/A CHARITY ANNUAL FUND 57,000
    CRANBROOK SCHOOLS
    PO BOX 801
    BLOOMFIELD HILLS,MI48303     		N/A CHARITY ANNUAL FUND 1,000
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON ROAD
    BETHESDA,MD20814     		N/A CHARITY GENERAL OPERATIONS 1,000
    DENT EDUCATION
    2927 E BALTIMORE ST
    BALTIMORE,MD21224     		N/A CHARITY GENERAL SUPPORT 4,500
    EASTERN SIERRA AVALANCHE CENTER
    PO BOX 1675
    MAMMOTH LAKES,CA93546     		N/A CHARITY GENERAL SUPPORT 1,000
    FRIENDS OF INDEPENDENT SCHOOLS
    & BETTER EDUCATION
    811 KARL JOHAN AVE NORTH
    TACOMA,WA984061047     		N/A CHARITY INDEPENDENT SCHOOL OPERATIONS 28,300
    FRIENDS OF VANCOUVER ART GALLERY
    750 HORNBY STREET
    VANCOUVER,BRITISH COLUMBIAV6Z 2H7
    CA     		N/A CHARITY GENERAL OPERATIONS 2,500
    GRAND FOUNDATION
    PO BOX 1342
    WINTER PARK,CO80482     		N/A CHARITY GENERAL SUPPORT 27,000
    GREATER DSM BOTANICAL GARDEN
    909 ROBERT D RAY DRIVE
    DES MOINES,IA50309     		N/A CHARITY GENERAL OPERATIONS 100,000
    HARVARD BUSINESS SCHOOL FUND
    SOLDIERS FIELD ROAD
    BOSTON,MA02163     		N/A CHARITY ANNUAL FUND 5,000
    HARVARD COLLEGE FUND
    124 MOUNT AUBURN ST
    CAMBRIDGE,MA021385762     		N/A PUBLIC ANNUAL FUND 1,000
    JOHNS 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
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 THIRD AVENUE
    NEW YORK,NY10017     		N/A CHARITY GENERAL OPERATIONS 2,000
    NORTHWESTERN UNIVERSITY - KELLOGG
    2001 SHERIDAN ROAD
    EVANSTON,IL60208     		N/A CHARITY ANNUAL FUND 500
    PHILANTHROPY OHIO
    500 S FRONT ST STE 900
    COLUMBUS,OH43215     		N/A CHARITY GENERAL SUPPORT 915
    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 30,000
    RIDLEY COLLEGE FUND USA INC
    55 BEDFORD AVE
    BUFFALO,NY14216     		N/A CHARITY GENERAL OPERATIONS 7,000
    SCHOOL OF RESTORATION ARTS AT WILLO
    140 PEARL STREET STE 100
    BUFFALO,NY14202     		N/A CHARITY GENERAL SUPPORT 22,000
    SHAKER LAKES CHARITABLE PROJECTS
    C/O CATHERINE LOPRESTI
    3745-6 LANDER ROAD
    CHAGRIN FALLS,OH44022     		N/A CHARITY GENERAL OPERATIONS 500
    SHELTER TECH
    3856 21ST STREET
    SAN FRANCISCO,CA94114     		N/A CHARITY GENERAL SUPPORT 500
    SHELTERING ARMS FOUNDATION
    8254 ATLEE ROAD
    MECHANICSVILLE,VA23116     		N/A CHARITY GENERAL SUPPORT 5,000
    ST ANDREW'S SCHOOLS
    350 NOXONTOWN ROAD
    MIDDLETOWN,DE19709     		N/A CHARITY ANNUAL FUND 500
    ST CATHERINE'S SCHOOL
    6001 GROVE AVENUE
    RICHMOND,VA23226     		N/A CHARITY GENERAL OPERATIONS 20,000
    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
    THAT CAN BE ME INC
    19513 SHAKER BOULEVARD
    CLEVELAND,OH44122     		N/A CHARITY GENERAL OPERATIONS 1,000
    UNIVERSITY CIRCLE INC
    10831 MAGNOLIA DRIVE
    CLEVELAND,OH44106     		N/A CHARITY GENERAL OPERATIONS 9,500
    UNIVERSITY OF CHICAGO - BOOTH
    5807 SOUTH WOODLAWN AVE
    CHICAGO,IL60637     		N/A CHARITY ANNUAL FUND 11,000
    UNIVERSITY OF CHICAGO - HARRIS
    1155 E 60TH ST STE 111
    CHICAGO,IL60637     		N/A CHARITY ANNUAL FUND 1,000
    UNIVERSITY OF CHICAGO - HUMANITIES
    1115 E 58TH STREET
    CHICAGO,IL60637     		N/A CHARITY ANNUAL FUND 1,000
    VIRGINIA SQUASH RACQUET ASSOCIATION
    PO BOX 2514
    RICHMOND,VA23218     		N/A CHARITY GENERAL SUPPORT 12,500
    YOUNG MINDS ADVOCACY
    275 5TH STREET
    SAN FRANCISCO,CA94103     		N/A CHARITY GENERAL SUPPORT 500
    Total .................................bullet 3a 471,915
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 50,630  
    4 Dividends and interest from securities....     14 252,129  
    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 ............     		    18 438,702  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMERIT ENERGY PARTNERSHIP     		    15 -28,409  
    bMERIT ENERGY PARTNERS I, LP     15 74,617  
    cBRAZIL TEAK INVESTORS     14 -623  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   787,046  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    787,046
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

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

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    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 6,180 3,090   3,090

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    WEATHERTOP FOUNDATION
     
    F/K/A THOMAS NELSON URBAN JR
    EIN:
    42-1431036
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CAMPBELL SOUP BOND 3/15/21 100,354 101,158
    CITIGROUP - BOND 7/29/19    
    CVS HEALTH CORP BOND 3/9/21 100,496 101,304
    EXPRESS SCRIPTS BOND 2/25/21 99,952 101,100
    GENERAL MILLS BOND 4/16/21 99,793 101,310
    GENERAL MOTORS BOND 1/15/20 100,040 100,150
    GOLDMAN SACHS BOND 10/23/19 99,730 100,026
    JP MORGAN CHASE BOND 6/23/20 99,387 100,286
    MCKESSON CORP BOND 3/15/19    
    MORGAN STANLEY BOND 2/1/19    
    PACIFIC GAS & ELECTRIC BOND 10/1/20 100,092 98,500
    WELLS FARGO BOND 1/22/21 99,512 100,857

    TY 2018 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. 4,844 63,233
    AEROVIRONMENT INC 102,246 82,659
    ALBEMARLE CORPORATION 51,701 65,883
    ALIGN TECHNOLOGY, INC.    
    ALPHABET INC A 9,498 48,728
    ALPHABET INC C 63,305 121,668
    AMERICAN TOWER CORPORATION 40,677 110,042
    AMGEN, INC. 60,093 74,632
    AMTRUST FINANCIAL SERVICES, INC.    
    ANHEUSER BUSCH COMPANIES, INC.    
    ANNALY CAPITAL MANAGEMENT 87,365 82,130
    APOLLO COMMERCIAL REAL ESTATE 99,368 103,510
    APPLE, INC. 35,511 127,824
    AVALONBAY COMMUNITIES INC. 10,331 109,615
    BECTON DICKINSON CO. 37,853 131,456
    BERKSHIRE HATHAWAY CLASS B 89,564 205,430
    BOOKING HOLDINGS INC    
    BOSTON PROPERTIES 69,541 106,360
    BWX TECHNOLOGIES INC. 20,926 57,360
    CANADIAN NATIONAL RAILWAY COMPANY 27,016 98,394
    CARRIZO OIL & GAS INC    
    CHARLES SCHWAB CORP 61,077 64,830
    COLGATE-PALMOLIVE    
    COSTCO WHOLESALE CORPORATION 85,904 137,815
    COVETRUS INC 49,354 36,499
    CRANE CO 54,004 54,991
    CURTISS-WRIGHT CORP 63,020 70,816
    DIGITAL REALTY TRUST, INC. 46,805 97,206
    DISCOVERY COMMUNICATIONS INC 79,072 108,724
    DOLBY LABORATORIES INC 74,355 77,430
    DUKE REALTY CORPORATION 40,319 113,322
    ECOLABS, INC. 68,426 126,081
    EQUITY RESIDENTIAL 58,017 113,602
    FASTENAL COMPANY 40,754 61,600
    FIRST REPUBLIC BANK 79,927 87,437
    FIVE BELOW INC. 11,546 39,819
    FMC CORP 27,865 58,593
    GENESEE & WYOMING INC. A    
    HARRIS CORPORATION    
    HEINEKEN NV ADR 64,573 119,787
    ILLINOIS TOOL WORKS INC 67,092 69,404
    ISHARES EMERGING MARKET INDEX FUND 173,549 178,567
    ISHARES RUSSELL 2000 INDEX FUND 152,116 187,872
    ISHARES RUSSELL 2000 SMALL CAP 198,798 376,960
    ISHARES S&P 500 INDEX FUND 432,094 1,031,932
    IVY INTERNATIONAL CORE EQUITY FUND 321,713 310,273
    K2M GROUP HOLDINGS    
    KIMCO REALTY CORPORATION 85,742 91,248
    KINSALE CAPITAL GROUP INC. 47,720 196,344
    KITE REALITY GROUP TRUST 117,823 74,777
    KORNIT DIGITAL LTD 123,152 208,416
    L3HARRIS TECHNOLOGIES INC 30,896 154,454
    LIVE NATION ENTERTAINMENT INC. 45,828 161,486
    MARKEL CORPORATION 80,863 213,875
    MARTIN MARIETTA MATERIALS, INC 49,516 61,938
    MASTERCARD, INC. 13,231 130,690
    MEDICAL PROPERTIES TRUST, INC. 56,315 103,250
    MEDNAX, INC.    
    METTLER-TOLEDO INTERNATIONAL INC 44,528 56,756
    MICROSOFT CORPORATION 40,893 109,016
    MKS INSTRUMENTS INC 76,617 69,551
    MOHAWK INDUSTRIES INC 40,654 40,524
    MSCI, INC. 25,134 180,201
    NESTLE, SA 58,058 106,080
    NEWMARKET CORPORATION 18,414 60,712
    NIKE INC. 52,453 86,030
    ON SEMICONDUCTOR CORP    
    PATTERSON-UTI ENERGY INC 80,270 50,439
    PAYLOCITY HOLDING CORP 50,917 155,789
    PAYPAL HOLDINGS INC    
    PETIQ INC 121,234 130,831
    PRIMERICA INC 75,002 103,428
    PRIMO WATER CORP 82,910 77,410
    PROLOGIS 37,694 108,824
    PURE STORAGE INC 98,225 75,761
    QUATERRA RESOURCES, INC. 15,867 1,765
    RBC BEARINGS INC 69,784 86,388
    REXFORD INDUSTRIAL REALTY INC 59,028 107,640
    RIBBON COMMUNICATIONS INC 62,526 41,997
    ROCHE HOLDING AG 78,687 83,875
    SL GREEN REALTY CORP 105,700 85,134
    STARBUCKS CORP 80,920 142,035
    STEWART INFORMATION SERVICES CORP 24,088 25,649
    SUN COMMUNITIES, INC. 74,939 190,317
    TELEFEX, INC. 35,454 118,230
    TJX COMPANIES INC 46,675 65,472
    TRIMBLE NAVIGATION LTD. 75,256 134,387
    UNITED TECHNOLOGIES CORP 61,833 66,800
    US SILICA HOLDINGS INC 39,139 16,909
    VANGUARD FTSE EX US INDEX ETF 162,300 244,091
    VANGUARD MID-CAP ETF 174,910 368,336
    VENTAS, INC. 80,339 107,664
    VORNADO REALTY TRUST 103,691 97,445
    W. P. CAREY & COMPANY, LLC 60,661 121,156
    WALT DISNEY CO 127,728 178,763
    WHITING PETROLEUM CORP 69,948 28,235
    WILLIAMS SONOMA, INC. 87,450 116,090
    ZYMEWORKS INC 66,227 79,701

    TY 2018 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 190,956 190,956
    LONGLEAF PARTNERS FUND AT COST    
    LONGLEAF PARTNERS SMALLCAP FUND AT COST    
    MERIT ENERGY AT COST 136,851 136,851
    VENTRIA AT COST 137,000 137,000
    MERIT ENERGY PARTNERS I, LP AT COST 961,521 961,521
    CD - BERKSHIRE BANK AT COST    
    CD - CAPITAL ONE AT COST 100,000 100,060
    CD - JP MORGAN CHASE BANK AT COST 246,000 246,234
    CD - SALLIE MAE BANK AT COST 246,000 247,670
    CD - TIAA FSB EVERBANK AT COST 247,000 248,166
    CD - WELLS FARGO AT COST 249,000 250,317

    TY 2018 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 391 391    
    INVESTMENT EXPENSES 51,417 51,417    
    OTHER EXPENSES 216     216


    TY 2018 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
    MERIT ENERGY PARTNERSHIP -28,409 -28,409  
    MERIT ENERGY PARTNERS I, LP 74,617 74,617  
    BRAZIL TEAK INVESTORS -623 -623  


    TY 2018 OtherIncreasesSchedule
    Name:
    WEATHERTOP FOUNDATION
     
    F/K/A THOMAS NELSON URBAN JR
    EIN:
    42-1431036
    Description Amount
    PRIOR PERIOD ADJUSTMENT 33,095


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    TY 2018 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
    WILLOWBANK LOAN NONE 39,275 39,275 2017-05 2022-05 SEMI-ANNUAL INT W/ BALLOON 3.90 % PROPERTY AT 14487 NIAGARA PKWY QUEE CONTINUING OPERATIONS CASH  

    TY 2018 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 PAID 27,905      
    FOREIGN TAXES PAID 2,809 2,809