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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 08-01-2020 , and ending 07-31-2021
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)29 LIBBIE AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RICHMOND, VA23226
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$20,615,448J 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 37,142 37,142  
4 Dividends and interest from securities... 233,828 233,828  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,212,632
b Gross sales price for all assets on line 6a 3,984,858
7 Capital gain net income (from Part IV, line 2)... 1,212,632
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 -30,325 -37,315  
12 Total. Add lines 1 through 11........ 1,453,277 1,446,287  
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 8,345 748    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 484     484
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 38,880 38,647   233
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,889 42,485   3,807
25 Contributions, gifts, grants paid....... 763,365 763,365
26 Total expenses and disbursements. Add lines 24 and 25 817,254 42,485   767,172
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 636,023
b Net investment income (if negative, enter -0-) 1,403,802
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 2,720,271 3,595,761 3,595,761
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)....... 6,567,278 Click to see attachment7,845,038 15,339,608
c Investments—corporate bonds (attach schedule)....... 399,633    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,691,917 Click to see attachment1,602,652 1,640,804
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) 12,418,374 13,082,726 20,615,448
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 FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 12,418,374 13,082,726
29 Total net assets or fund balances (see instructions)..... 12,418,374 13,082,726
30 Total liabilities and net assets/fund balances (see instructions). 12,418,374 13,082,726
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,418,374
2
Enter amount from Part I, line 27a .....................
2
636,023
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
28,329
4
Add lines 1, 2, and 3 ..........................
4
13,082,726
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 29 .
6
13,082,726
Form 990-PF (2020)
Form 990-PF (2020)
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 KINSALE CAPITAL GROUP INC P 2016-10-24 2020-12-14
b FIRST REP BK SAN FRANCISCO CALIF NEW P 2018-01-25 2021-05-20
c DISCOVERY INC COM SER C P 2020-01-15 2020-11-06
d AMERICAN TOWER REIT INC P 2013-04-05 2021-07-01
e EQUITY RESIDENTIAL P 2018-02-06 2021-07-01
STAG INDUSTRIALS, INC. P 2021-02-01 2021-07-01
KORNIT DIGITAL LTD P 2018-12-18 2020-12-14
FASTENAL CO COM P 2015-03-13 2021-05-20
DISCOVERY INC COM SER C P 2018-12-03 2020-11-06
AVALONBAY CMMUN INC P 2020-03-16 2021-07-01
GENERAL MILLS INC 3.20% 21 P 2018-07-10 2021-04-16
SUN COMMNTYS INC P 2020-03-16 2021-02-01
ECOLAB INC COM P 2020-08-27 2021-07-27
ALPHABET INC CL A P 2011-06-24 2021-05-20
DISCOVERY INC COM SER C P 2018-01-30 2020-11-06
AVALONBAY CMMUN INC P 2009-02-04 2021-07-01
KIMCO REALTY CORP MD COM P 2020-03-16 2021-07-01
SUN COMMNTYS INC P 2020-03-16 2021-07-01
ECOLAB INC COM P 2016-02-26 2021-07-27
ALPHABET INC CL A P 2011-06-24 2021-05-20
DISCOVERY INC COM SER C P 2017-12-06 2020-11-06
AVALONBAY CMMUN INC P 1995-04-26 2021-07-01
KITE REALTY GROUP TR SHS P 2020-03-16 2021-07-01
SUN COMMNTYS INC P 2012-02-10 2021-07-01
ECOLAB INC COM P 2016-02-03 2021-07-27
DEERE & CO P 2020-05-14 2021-05-17
PAYPAL HLDGS INC COM P 2020-04-01 2020-10-06
BOSTON PPTYS INC P 2020-03-16 2021-07-01
MEDICAL PPTYS TR INC P 2020-03-16 2021-02-01
VENTAS INC P 2020-03-16 2021-07-01
ECOLAB INC COM P 2015-12-29 2021-07-27
ROCHE HLDGS LTD SPONSORED ADR ISINU P 2018-01-30 2021-02-05
METTLER-TOLEDO INTL INC COM P 2018-07-23 2020-10-06
BOSTON PPTYS INC P 2010-11-02 2021-07-01
MEDICAL PPTYS TR INC P 2012-09-05 2021-02-01
VENTAS INC P 2019-11-07 2021-02-01
ORGANON & CO COM P 2020-10-06 2021-07-14
ROCHE HLDGS LTD SPONSORED ADR ISINU P 2017-11-27 2021-02-05
MASTERCARD INC CL A COM P 2011-05-26 2020-10-06
CAMPBELL SOUP CO 3.30% 21 P 2019-01-30 2021-03-15
PROLOGIS INC P 2020-03-16 2021-02-01
VENTAS INC P 2018-02-06 2021-02-01
ORGANON & CO COM P 2020-08-26 2021-07-14
BERKSHIRE HATHAWAY INC DEL CL B NEW P 2019-05-31 2021-01-15
FIRST REP BK SAN FRANCISCO CALIF NEW P 2018-01-25 2020-10-06
CD MORGAN STANLEY BK NA P 2019-10-17 2021-04-26
PROLOGIS INC P 2003-04-17 2021-02-01
VENTAS INC P 2018-02-06 2021-07-01
BECTON DICKINSON & CO P 2021-02-09 2021-06-16
BERKSHIRE HATHAWAY INC DEL CL B NEW P 2011-05-12 2021-01-15
CANADIAN NATL RY CO COM ISINCA13637 P 2019-01-01 2020-10-06
CVS HEALTH CORP 3.35% 2021 P 2019-03-13 2021-03-09
PROLOGIS INC P 2003-04-17 2021-07-01
VENTAS INC P 2011-02-15 2021-02-01
BECTON DICKINSON & CO P 2020-08-27 2021-06-16
MARTIN MARIETTA MATLS INC COM P 2020-10-06 2021-01-14
APPLE INC COM P 2013-06-27 2020-10-06
DIGITAL RLTY TR INC P 2013-07-30 2021-02-01
REXFORD INDL RLTY INC P 2020-03-16 2021-02-01
VORNADO REALTY TRUST COM P 2020-03-16 2021-07-01
BECTON DICKINSON & CO P 2012-03-26 2021-06-16
MARTIN MARIETTA MATLS INC COM P 2019-10-21 2021-01-14
UNILEVER PLC SPON ADR NEW ISINUS904 P 2019-10-21 2020-08-26
DIGITAL RLTY TR INC P 2011-02-15 2021-02-01
REXFORD INDL RLTY INC P 2017-03-03 2021-07-01
W P CAREY INC COM P 2020-03-23 2021-02-01
BECTON DICKINSON & CO P 2011-03-28 2021-06-16
MARTIN MARIETTA MATLS INC COM P 2017-09-15 2021-01-14
DISCOVERY INC COM SER C P 2017-12-06 2020-08-26
DUKE REALTY CORP P 2020-03-16 2021-02-01
REXFORD INDL RLTY INC P 2017-03-03 2021-02-01
W P CAREY INC COM P 2020-03-23 2021-07-01
BECTON DICKINSON & CO P 2010-07-14 2021-06-16
HEINEKEN N V SPONS ADR LEVEL 1 ISIN P 2017-01-05 2020-12-22
CD TIAA,FSB FKA EVERBANK P 2019-04-09 2020-10-19
DUKE REALTY CORP P 2010-11-02 2021-02-01
SALLIE MAE BANK P 2019-04-09 2021-04-19
W P CAREY INC COM P 2020-03-16 2021-02-01
METTLER-TOLEDO INTL INC COM P 2018-07-23 2021-05-20
HEINEKEN N V SPONS ADR LEVEL 1 ISIN P 2014-02-05 2020-12-22
CD WELLS FARGO BANK NA P 2019-04-09 2020-10-13
DUKE REALTY CORP P 2010-11-02 2021-07-01
SL GREEN RLTY CORP P 2020-03-16 2021-01-27
WELLS FARGO & COMPANY P 2018-07-10 2021-01-22
JP MORGAN CHASE & CO COM ISINUS4662 P 2020-06-04 2021-05-20
HEINEKEN N V SPONS ADR LEVEL 1 ISIN P 2012-12-11 2020-12-22
ALEXANDRIA REAL EST EQTS P 2020-03-16 2021-02-01
EQUITY RESIDENTIAL P 2020-03-16 2021-07-01
SL GREEN RLTY CORP P 2020-03-16 2021-07-01
MERIT ENERGY PARTNERS C-II LP P 2008-08-01 2020-12-31
(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 259,154   24,780 234,374
b 74,662   36,330 38,332
c 18,705   30,218 -11,513
d 17,545   5,084 12,461
e 3,122   2,287 835
23,576   19,279 4,297
276,247   65,300 210,947
26,138   10,188 15,950
15,899   21,850 -5,951
10,521   8,852 1,669
100,000   99,793 207
14,434   12,903 1,531
38,558   34,813 3,745
46,015   4,770 41,245
6,359   8,331 -1,972
8,206   2,069 6,137
31,662   17,015 14,647
6,020   4,516 1,504
38,558   18,321 20,237
46,015   4,744 41,271
17,957   17,644 313
12,836   1,037 11,799
37,600   19,923 17,677
14,621   2,500 12,121
44,066   21,117 22,949
110,633   35,693 74,940
9,724   4,616 5,108
17,262   16,131 1,131
31,632   22,697 8,935
14,312   6,669 7,643
27,541   14,493 13,048
7,500   5,428 2,072
24,956   14,842 10,114
9,206   6,924 2,282
4,217   1,809 2,408
16,285   21,000 -4,715
580   764 -184
99,647   73,258 26,389
8,595   689 7,906
100,000   100,000  
30,916   20,718 10,198
4,653   5,186 -533
2,904   4,068 -1,164
13,982   11,880 2,102
12,049   9,082 2,967
247,000   247,000  
15,458   4,188 11,270
11,450   10,372 1,078
21,665   22,987 -1,322
23,304   8,032 15,272
4,312   1,114 3,198
100,000   100,000  
19,216   4,467 14,749
48,856   49,912 -1,056
14,443   14,683 -240
15,318   12,946 2,372
34,575   4,240 30,335
7,273   2,825 4,448
19,728   15,363 4,365
18,930   15,169 3,761
55,368   17,781 37,587
15,318   13,528 1,790
72,094   71,382 712
14,547   5,497 9,050
20,663   8,173 12,490
20,019   13,392 6,627
48,146   15,720 32,426
76,590   49,516 27,074
27,715   24,812 2,903
25,872   19,128 6,744
4,932   2,270 2,662
19,460   11,606 7,854
16,851   4,844 12,007
36,056   25,562 10,494
247,000   247,000  
11,940   3,557 8,383
246,000   246,000  
26,693   25,913 780
50,921   23,748 27,173
16,025   9,239 6,786
249,000   249,000  
18,963   4,743 14,220
59   57 2
100,000   99,512 488
64,323   42,275 22,048
66,237   29,771 36,466
33,376   25,623 7,753
24,201   20,808 3,393
23,015   16,997 6,018
    61,863 -61,863
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       234,374
b       38,332
c       -11,513
d       12,461
e       835
      4,297
      210,947
      15,950
      -5,951
      1,669
      207
      1,531
      3,745
      41,245
      -1,972
      6,137
      14,647
      1,504
      20,237
      41,271
      313
      11,799
      17,677
      12,121
      22,949
      74,940
      5,108
      1,131
      8,935
      7,643
      13,048
      2,072
      10,114
      2,282
      2,408
      -4,715
      -184
      26,389
      7,906
       
      10,198
      -533
      -1,164
      2,102
      2,967
       
      11,270
      1,078
      -1,322
      15,272
      3,198
       
      14,749
      -1,056
      -240
      2,372
      30,335
      4,448
      4,365
      3,761
      37,587
      1,790
      712
      9,050
      12,490
      6,627
      32,426
      27,074
      2,903
      6,744
      2,662
      7,854
      12,007
      10,494
       
      8,383
       
      780
      27,173
      6,786
       
      14,220
      2
      488
      22,048
      36,466
      7,753
      3,393
      6,018
      -61,863
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 1,212,632
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 70,794
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 19,513
c All other domestic foundations enter 1.39% 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 19,513
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 19,513
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 7,597
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 7,597
8 Enter any penalty for underpayment of estimated tax. Check here 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 11,916
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    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
    14 CHARLES STREET
    NEWBURYPORT,MA01950
    THOMAS NELSON URBAN III DIRECTOR
    1.00     		0 0 0
    1775 WEST 40TH AVENUE
    VANCOUVER,BRITISH COLUMBIA  
    CA
    BENJAMIN BRIGHT BROER DIRECTOR
    1.00     		0 0 0
    7837 BANNOCK TRAIL
    YUCCA VALLEY,CA92284
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    15,856,779
    b
    Average of monthly cash balances.......................
    1b
    2,932,384
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,789,163
    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
    18,789,163
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    281,837
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    18,507,326
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    925,366
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    925,366
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    19,513
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,513
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    905,853
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    905,853
    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
    905,853
    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
    767,172
    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
    767,172
    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
    767,172
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 905,853
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 178,055
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 178,055
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 767,172
    a Applied to 2019, 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 2020 distributable amount..... 767,172
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020. 138,681 138,681
    (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 39,374
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		39,374
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    ACLU FOUNDATION
    125 BROAD ST 18TH FLOOR
    NEW YORK,NY10004     		N/A CHARITY GENERAL SUPPORT 4,000
    AGECROFT ASSOCIATION
    4306 SULGRAVE ROAD
    RICHMOND,VA23221     		N/A CHARITY GENERAL SUPPORT 1,000
    ART 180
    114 W MARSHALL STREET
    RICHMOND,VA23220     		N/A CHARITY GENERAL OPERATIONS 2,000
    ATLANTA UNIVERSITY CENTER CONSORTIU
    156 MILDRED STREET SW
    ATLANTA,GA30314     		N/A CHARITY GENERAL SUPPORT 16,000
    BIDDEFORD POOL COMMUNITY CLUB
    PO BOX 123
    BIDDEFORD POOL,ME04006     		N/A CHARITY GENERAL OPERATIONS 1,000
    CAPITAL HILL COMMUNITY FOUNDATION
    419 E CAPITAL ST SE
    WASHINGTON,DC20003     		NONE CHARITY GENERAL OPERATIONS 1,000
    CAPITAL HILL JAZZ FOUNDATION
    700 PENNSYLVANIA AVE SE
    WASHINGTON,DC20003     		N/A CHARITY GENERAL SUPPORT 500
    CATHEDRAL OF THE SACRED HEART
    823 CATHEDRAL PLACE
    RICHMOND,VA23220     		N/A CHARITY GENERAL OPERATIONS 1,000
    CATHEDRAL OF THE SACRED HEART FOUND
    800 S CATHEDRAL PLACE
    RICHMOND,VA23220     		N/A CHARITY GENERAL SUPPORT 10,000
    CENTER FOR DISASTER PHILANTHROPY
    ONE THOMAS CIRCLE NW
    WASHINGTON,DC20005     		N/A CHARITY GENERAL SUPPORT 1,000
    CHILDREN'S MIRACLE NETWORK
    205 WEST 700 SOUTH
    SALT LAKE CITY,UT84101     		N/A CHARITY HOSPITAL SUPPORT 24,000
    CLAREMONT MCKENNA COLLEGE
    400 N CLAREMONT BLVD
    CLAREMONT,CA91711     		N/A CHARITY GENERAL SUPPORT 1,000
    CLEVELAND METROPARKS
    4101 FULTON PKWY
    CLEVELAND,OH44144     		N/A CHARITY GENERAL SUPPORT 10,000
    COLORADO OUTWARD BOUND SCHOOL
    5161 SHERIDAN BOULEVARD
    DENVER,CO80212     		N/A CHARITY GENERAL SUPPORT 1,000
    CONCORD ACADEMY
    166 MAIN STREET
    CONCORD,MA017429956     		N/A CHARITY ANNUAL FUND 58,000
    CRANBROOK SCHOOLS
    PO BOX 801
    BLOOMFIELD HILLS,MI48303     		N/A CHARITY ANNUAL FUND 2,000
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON ROAD
    BETHESDA,MD20814     		N/A CHARITY GENERAL OPERATIONS 1,000
    DENT EDUCATION
    10 E NORTH AVE STE 5
    BALTIMORE,MD21202     		N/A CHARITY GENERAL SUPPORT 2,000
    DES MOINES COMMUNITY PLAYHOUSE
    831 42ND STREET
    DES MOINES,IA50312     		N/A CHARITY GENERAL OPERATIONS 1,000
    EASTERN SIERRA AVALANCHE CENTER
    PO BOX 1675
    MAMMOTH LAKES,CA93546     		N/A CHARITY GENERAL SUPPORT 1,000
    EVERYSTEP CARE & SUPPORT SERVICES
    3000 EASTON BLVD
    DES MOINES,IA50317     		N/A CHARITY GENERAL SUPPORT 10,000
    FRIENDS OF INDEPENDENT SCHOOLS
    & BETTER EDUCATION
    117 E LOUISA STREET 533
    SEATTLE,WA98102     		N/A CHARITY INDEPENDENT SCHOOL OPERATIONS 16,000
    FRIENDS OF VANCOUVER FOUNDATION
    200 475 W GEORGIA ST
    VANCOUVER,BRITISH COLUMBIAV6B 4M9
    CA     		N/A CHARITY GENERAL OPERATIONS 14,500
    FRONT STEPS
    500 EAST 7TH STREET
    AUSTIN,TX78701     		N/A CHARITY GENERAL SUPPORT 3,000
    GEORGIA RESEARCH ALLIANCE
    931 MONROE DRIVE NE
    ATLANTA,GA30308     		N/A CHARITY GENERAL SUPPORT 5,000
    GOLDBERG CHARITABLE CORPORATION
    193 GRAVE STREET
    WELLESLEY,MA02482     		N/A CHARITY GENERAL OPERATIONS 20,000
    GRAND FOUNDATION
    PO BOX 1342
    WINTER PARK,CO80482     		N/A CHARITY GENERAL OPERATIONS 75,000
    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
    HOLDEN FORESTS & GARDENS
    11030 EAST BOULEVARD
    CLEVELAND,OH44106     		N/A CHARITY GENERAL SUPPORT 45,000
    HOSPICE OF THE WESTERN RESERVE
    17876 S CLAIR AVENUE
    CLEVELAND,OH44110     		N/A CHARITY GENERAL SUPPORT 2,000
    HOWARD UNIVERSITY
    PO BOX 417853
    BOSTON,MA02241     		N/A CHARITY GENERAL SUPPORT 5,000
    JOHNS HOPKINS UNIVERSITY
    3400 NORTH CHARLES STREET
    BALTIMORE,MD21218     		N/A CHARITY ANNUAL FUND 15,000
    JUMPSTART INC
    6701 CARNEGIE AVE STE 100
    CLEVELAND,OH44103     		N/A CHARITY GENERAL SUPPORT 5,000
    LARKIN STREET YOUTH SERVICES
    134 GOLDEN GATE AVENUE
    SAN FRANCISCO,CA94102     		N/A CHARITY GENERAL SUPPORT 1,000
    LEWIS GINTER BOTANICAL GARDEN
    1800 LAKESIDE AVENUE
    RICHMOND,VA23228     		N/A CHARITY CHILDREN'S GARDEN 1,000
    MAINFRAME STUDIOS
    900 KEOSAUQUA WAY
    DES MOINES,IA50309     		N/A CHARITY GENERAL SUPPORT 15,000
    MIDDLEBURY COLLEGE
    MIDDLEBURY COLLEGE
    MIDDLEBURY,VT05753     		N/A CHARITY ANNUAL FUND 5,000
    MOJAVE DESERT LAND TRUST
    PO BOX 1544
    JOSHUA TREE,CA92252     		N/A CHARITY GENERAL SUPPORT 1,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 THIRD AVENUE
    NEW YORK,NY10017     		N/A CHARITY GENERAL OPERATIONS 2,000
    NATIONAL RESOURCES DEFENSE COUNCIL
    40 W 20TH ST
    NEW YORK,NY10011     		N/A CHARITY GENERAL OPERATIONS 1,000
    NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE
    ARLINGTON,VA22203     		N/A CHARITY GENERAL SUPPORT 2,000
    NEWBURPORT PARKS CONSERVANCY
    1 MERRIMAC STREET
    NEWBURYPORT,MA01950     		N/A CHARITY GENERAL SUPPORT 1,500
    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 365
    PLANNED PARENTHOOD OF METRO DC
    1225 4TH ST NE
    WASHINGTON,DC20002     		NONE CHARITY GENERAL SUPPORT 4,000
    PRINCETON UNIVERSITY
    330 ALEXANDER STREET
    PRINCETON,NJ08540     		N/A CHARITY ANNUAL FUND 10,000
    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 15,000
    RIDLEY COLLEGE FUND USA INC
    55 BEDFORD AVE
    BUFFALO,NY14216     		N/A CHARITY GENERAL OPERATIONS 59,500
    SALISBURY HOUSE FOUNDATION
    4025 TONAWANDA DRIVE
    DES MOINES,IA50312     		N/A CHARITY GNERAL OPERATIONS 1,000
    SCHOOL OF RESTORATION ARTS AT WILLO
    140 PEARL STREET STE 100
    BUFFALO,NY14202     		N/A CHARITY GENERAL SUPPORT 160,000
    SHAKER LAKES CHARITABLE PROJECTS
    17500 PARKLAND DRIVE
    SHAKER HEIGHTS,OH44120     		N/A CHARITY GENERAL OPERATIONS 500
    SKIDMORE COLLEGE
    815 NORTH BROADWAY
    SARATOGA SPRINGS,NY12866     		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 50,000
    ST PAUL'S SCHOOL
    325 PLEASANT STREET
    CONCORD,NH033019966     		N/A CHARITY ANNUAL FUND 1,000
    SUSTAINABLE MOLOKAI
    PO BOX 250
    KAUNAKAKAI,HI96748     		N/A CHARITY GENERAL SUPPORT 3,000
    THAT CAN BE ME INC
    19513 SHAKER BOULEVARD
    CLEVELAND,OH44122     		N/A CHARITY GENERAL OPERATIONS 1,000
    TRUSTEES OF THE RESERVATION
    200 HIGH STREET
    BOSTON,MA02110     		N/A CHARITY GENERAL SUPPORT 1,000
    UNIVERSITY CIRCLE INC
    10831 MAGNOLIA DRIVE
    CLEVELAND,OH44106     		N/A CHARITY GENERAL OPERATIONS 20,000
    UNIVERSITY OF CHICAGO
    5235 S HARPER COURT
    CHICAGO,IL60615     		N/A CHARITY ANNUAL FUND 10,000
    UNIVERSIT OF IOWA
    210 LINDQUIST CENTER
    IOWA CITY,IA52242     		N/A CHARITY GENERAL SUPPORT 15,000
    VIRGINIA SQUASH RACQUET ASSOCIATION
    PO BOX 2514
    RICHMOND,VA23218     		N/A CHARITY GENERAL SUPPORT 8,000
    WAMU PUBLIC RADIO
    4401 CONNECTICUT AVE
    WASHINGTON,DC20008     		N/A CHARITY ANNUAL FUND 500
    WBJC PUBLIC RADIO
    6776 REISTERSTOWN ROAD
    BALTIMORE,MD21215     		N/A CHARITY ANNUAL FUND 500
    WETA PUBLIC RADIO
    3939 CAMPBELL AVE
    ARLINGTON,VA22206     		NONE CHARITY GENERAL OPERATIONS 500
    WGBH PUBLIC RADIO
    1 GUEST STREET
    BOSTON,MA02135     		N/A CHARITY GENERAL OPERATIONS 500
    WILDERNESS SOCIETY
    1615 M STREET
    WASHINGTON,DC20036     		N/A CHARITY GENERAL OPERATIONS 1,000
    WUMB
    100 MORRISSEY BOULEVARD
    BOSTON,MA02125     		N/A CHARITY GENERAL SUPPORT 500
    WYPR PUBLIC RADIO
    2216 N CHARLES ST
    BALTIMORE,MD21218     		NONE CHARITY GENERAL OPERATIONS 500
    Total .................................bullet 3a 763,365
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 37,142  
    4 Dividends and interest from securities....     14 233,828  
    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 1,212,632  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMERIT ENERGY PARTNERSHIP     		    15 -1,254  
    bMERIT ENERGY PARTNERS I, LP     15 -35,286  
    cBRAZIL TEAK INVESTORS     14 -775  
    dFEDERAL REFUND     41 6,990  
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,453,277  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,453,277
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 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 2020 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    
    CVS HEALTH CORP BOND 3/9/21    
    GENERAL MILLS BOND 4/16/21    
    WELLS FARGO BOND 1/22/21    

    TY 2020 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
    ALBEMARLE CORPORATION 51,701 186,054
    ALEXANDRIA REAL ESTATE EQUITIES INC 76,870 120,804
    ALPHABET INC A    
    ALPHABET INC C 82,013 311,008
    AMAZON.COM INC 134,104 166,380
    AMERICAN TOWER CORPORATION 28,943 104,636
    AMERICOLD REALTY TRUST 100,586 108,780
    AON PLC CLASS A 87,335 109,213
    APPLE, INC. 22,055 145,860
    AVALONBAY COMMUNITIES INC. 15,554 108,219
    BECTON DICKINSON CO.    
    BERKSHIRE HATHAWAY CLASS B 138,802 198,977
    BLACK KNIGHT INC 78,936 91,505
    BOSTON PROPERTIES 75,926 102,121
    BROWN-FORMAN CORP B 47,393 49,644
    BWX TECHNOLOGIES INC. 20,926 61,106
    CANADIAN NATIONAL RAILWAY COMPANY 105,350 190,103
    CHARTER COMMUNICATIONS INC 92,748 167,411
    COSTCO WHOLESALE CORPORATION 100,761 171,888
    CRANE CO 54,004 63,880
    CURTISS-WRIGHT CORP 63,020 66,011
    DAVENPORT SMALL CAP FOCUS FUND 474,047 661,871
    DEERE & CO 19,693 57,854
    DIGITAL REALTY TRUST, INC. 38,482 107,912
    DISCOVERY COMMUNICATIONS INC    
    DOLBY LABORATORIES INC 107,595 163,419
    DUKE REALTY CORPORATION 24,903 106,848
    EBAY INC 149,623 168,820
    ECOLABS, INC.    
    EQUITY RESIDENTIAL 50,757 109,369
    FASTENAL COMPANY 30,565 82,155
    FIRST REPUBLIC BANK 72,360 156,016
    FMC CORP 27,865 72,512
    HEINEKEN NV ADR    
    ISHARES EMERGING MARKET INDEX FUND 319,714 371,520
    ISHARES RUSSELL 2000 INDEX FUND 171,726 307,260
    ISHARES RUSSELL 2000 SMALL CAP 198,798 518,130
    ISHARES S&P 500 INDEX FUND 432,094 1,516,607
    IVY INTERNATIONAL CORE EQUITY FUND 341,722 424,890
    JPMORGAN CHASE & CO 60,470 91,068
    KIMCO REALTY CORPORATION 64,511 101,318
    KINSALE CAPITAL GROUP INC. 22,940 193,830
    KITE REALITY GROUP TRUST 63,631 92,736
    KORNIT DIGITAL LTD 57,852 441,414
    L3HARRIS TECHNOLOGIES INC 30,896 168,695
    MARKEL CORPORATION 103,915 255,708
    MARTIN MARIETTA MATERIALS, INC    
    MASTERCARD, INC. 9,648 135,079
    MEDICAL PROPERTIES TRUST, INC. 43,416 100,944
    MERCK & COMPANY INC 96,481 92,244
    METTLER-TOLEDO INTERNATIONAL INC 20,780 51,580
    MICROSOFT CORPORATION 40,893 227,928
    MKS INSTRUMENTS INC 76,617 127,811
    MONSTER BEVERAGE CORP 83,788 132,048
    MSCI, INC. 25,134 472,596
    NESTLE, SA 48,092 101,328
    NEWMARKET CORPORATION 18,414 45,491
    NIKE INC. 44,585 142,384
    ONESPAWORLD HOLDINGS LTD 71,840 44,361
    PACIFIC GAS & ELECTRIC 1ST MORTGAGE 100,171 104,452
    PALOMAR HOLDINGS INC 80,201 82,244
    PAYPAL HOLDINGS INC 83,723 179,095
    PETIQ INC 121,234 135,111
    PHYSICIANS REALTY TRUST 100,021 106,120
    PRESTIGE CONSUMER HEALTHCARE INC 67,930 109,567
    PRIMERICA INC 75,002 123,263
    PRIMO WATER CORP 82,133 86,171
    PROLOGIS 23,454 107,554
    PURE STORAGE INC 123,003 123,015
    QUATERRA RESOURCES, INC. 15,867 4,410
    RBC BEARINGS INC 69,784 124,785
    REXFORD INDUSTRIAL REALTY INC 39,503 107,045
    ROCHE HOLDING AG    
    ROPER TECHNOLOGIES INC 98,043 130,205
    S&P GLOBAL INC 74,180 98,606
    SHERWIN-WILLIAMS CO 105,283 126,598
    SL GREEN REALTY CORP 77,690 90,841
    SPOTIFY TECHNOLOGY SA 115,670 125,769
    STAG INDUSTRIAL INC 81,706 110,324
    STARBUCKS CORP 56,549 121,430
    SUN COMMUNITIES, INC. 58,082 237,881
    TELEFEX, INC. 35,454 138,306
    TJX COMPANIES INC 58,245 96,334
    TRIMBLE NAVIGATION LTD. 75,256 271,890
    UTILITIES SELECT SECTOR SPDR FUND 480,288 488,178
    UNILEVER PLC    
    VANGUARD FTSE ALL WORLD EX US ETF 258,659 413,371
    VANGUARD FTSE EX US INDEX ETF    
    VANGUARD MID-CAP ETF 194,713 561,497
    VENTAS, INC. 46,686 104,615
    VORNADO REALTY TRUST 80,860 91,350
    W. P. CAREY & COMPANY, LLC 57,324 108,125
    WILLIAMS SONOMA, INC. 87,450 264,110

    TY 2020 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 189,761 189,761
    MERIT ENERGY AT COST    
    MERIT ENERGY PARTNERS I, LP AT COST 876,615 876,615
    VENTRIA AT COST 137,000 137,000
    WILDPACK BEVERAGE INC AT COST 99,276 136,287
    CD - CAPITAL ONE AT COST 100,000 100,017
    CD - GOLDMAN SACHS BANK AT COST 100,000 100,424
    CD - SALLIE MAE BANK AT COST    
    CD - TIAA FSB EVERBANK AT COST    
    CD - WELLS FARGO AT COST    
    CD - MORGAN STANLEY BANK AT COST    
    CD - MORGAN STANLEY BANK II AT COST 100,000 100,700

    TY 2020 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 175 175    
    INVESTMENT EXPENSES 38,472 38,472    
    POSTAGE 233     233


    TY 2020 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 -1,254 -1,254  
    MERIT ENERGY PARTNERS I, LP -35,286 -35,286  
    BRAZIL TEAK INVESTORS -775 -775  
    FEDERAL REFUND 6,990    


    TY 2020 OtherIncreasesSchedule
    Name:
    WEATHERTOP FOUNDATION
     
    F/K/A THOMAS NELSON URBAN JR
    EIN:
    42-1431036
    Description Amount
    PRIOR PERIOD ADJUSTMENT 28,329


    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 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 2020 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 7,597      
    FOREIGN TAXES PAID 748 748