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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 08-01-2021 , and ending 07-31-2022
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$18,487,804J 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 13,929 13,929  
4 Dividends and interest from securities... 224,917 224,917  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 651,735
b Gross sales price for all assets on line 6a 2,008,748
7 Capital gain net income (from Part IV, line 2)... 651,735
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 120,817 120,817  
12 Total. Add lines 1 through 11........ 1,011,398 1,011,398  
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 6,350 3,175   3,175
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 32,690 1,042    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 175     175
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 41,726 41,726    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,941 45,943   3,350
25 Contributions, gifts, grants paid....... 1,001,396 1,001,396
26 Total expenses and disbursements. Add lines 24 and 25 1,082,337 45,943   1,004,746
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -70,939
b Net investment income (if negative, enter -0-) 965,455
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 3,595,761 3,515,425 3,515,425
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)....... 7,845,038 Click to see attachment8,252,061 13,704,207
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,602,652 Click to see attachment1,228,897 1,228,897
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) 13,082,726 13,035,658 18,487,804
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 13,082,726 13,035,658
29 Total net assets or fund balances (see instructions)..... 13,082,726 13,035,658
30 Total liabilities and net assets/fund balances (see instructions). 13,082,726 13,035,658
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
13,082,726
2
Enter amount from Part I, line 27a .....................
2
-70,939
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
23,871
4
Add lines 1, 2, and 3 ..........................
4
13,035,658
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
13,035,658
Form 990-PF (2021)
Form 990-PF (2021)
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 KORNIT DIGITAL LTD P 2018-06-20 2021-11-01
b PAYPAL HLDGS INC COM P 2021-12-27 2022-02-02
c CD GOLDMAN SACHS BANK NEW YORK, NY 0 P 2019-10-17 2021-10-25
d KORNIT DIGITAL LTD P 2018-06-21 2021-11-01
e PAYPAL HLDGS INC COM P 2021-05-20 2022-02-02
CD MORGAN STANLEY PVT BK PURCHASE, N P 2019-12-18 2021-12-27
MSCI INC COM P 2013-03-26 2021-09-27
EBAY INC COM P 2021-04-29 2022-01-24
DIGITAL RLTY TR INC P 2011-02-15 2021-12-29
MSCI INC COM P 2013-05-02 2021-09-27
EBAY INC COM P 2021-03-31 2022-01-24
DUKE REALTY CORP REIT P 2010-11-02 2021-11-15
ONESPAWORLD HOLDINGS LIMITED REGISTE P 2019-11-05 2022-06-16
EBAY INC COM P 2021-06-22 2022-01-24
EQUITY RESIDENTIAL REIT P 2021-02-01 2022-04-20
PETIQ INC COM CL A P 2018-10-18 2022-06-16
SPOTIFY TECHNOLOGY SA REGISTERED SHS P 2020-06-17 2021-12-08
EQUITY RESIDENTIAL REIT P 2018-02-06 2022-04-20
LION COPPER & GOLD CORP COM ISINCA5 P 2011-02-14 2022-06-16
SPOTIFY TECHNOLOGY SA REGISTERED SHS P 2021-05-20 2021-12-08
EQUITY RESIDENTIAL REIT P 2008-06-13 2022-04-20
JPMORGAN CHASE & CO COM P 2020-07-13 2022-07-27
SPOTIFY TECHNOLOGY SA REGISTERED SHS P 2021-08-31 2021-12-08
KIMCO REALTY CORP MD COM REIT P 2021-02-01 2022-04-20
JPMORGAN CHASE & CO COM P 2020-10-06 2022-07-27
MERCK & CO INC NEW COM P 2020-10-06 2021-12-08
KIMCO REALTY CORP MD COM REIT P 2020-03-16 2022-04-20
JPMORGAN CHASE & CO COM P 2020-06-04 2022-07-27
MERCK & CO INC NEW COM P 2021-08-31 2021-12-08
PROLOGIS INC P 2003-04-17 2022-04-20
AUTODESK INC COM P 2021-10-20 2022-05-11
MERCK & CO INC NEW COM P 2020-08-26 2021-12-08
PROLOGIS INC P 2003-04-17 2021-10-22
AUTODESK INC COM P 2021-10-21 2022-05-11
CANADIAN NATL RY CO COM ISINCA13637 P 2009-10-28 2021-10-21
REXFORD INDL RLTY INC COM STK P 2017-03-03 2022-04-20
BLACK KNIGHT INC COM P 2021-05-17 2022-03-11
ALEXANDRIA REAL EST EQTS REIT P 2020-03-16 2021-10-22
REXFORD INDL RLTY INC COM STK P 2017-03-03 2021-11-15
BLACK KNIGHT INC COM P 2021-08-31 2022-03-11
AVALONBAY CMMUN INC REIT P 1995-04-26 2021-12-29
STAG INDUSTRIALS, INC. COM P 2021-02-21 2021-12-29
PAYPAL HLDGS INC COM P 2020-04-01 2022-02-02
CD CAPITAL ONE NA MCLEAN, VA 02.100% P 2019-07-26 2021-08-02
SUN COMMNTYS INC REIT P 2012-02-10 2021-12-29
(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 158,003   16,144 141,859
b 33,752   48,925 -15,173
c 100,000   100,000  
d 68,198   7,212 60,986
e 19,854   37,554 -17,700
100,000   100,000  
236,422   12,514 223,908
43,194   41,497 1,697
20,903   6,597 14,306
13,944   740 13,204
71,989   77,396 -5,407
20,063   4,151 15,912
36,222   71,840 -35,618
27,356   30,730 -3,374
13,877   9,325 4,552
20,104   47,745 -27,641
78,803   64,057 14,746
5,551   3,431 2,120
398   12,878 -12,480
54,556   51,613 2,943
1,388   637 751
42,699   37,116 5,583
12,124   11,704 420
19,533   11,948 7,585
8,540   7,501 1,039
14,645   15,258 -613
3,907   1,681 2,226
17,080   15,853 1,227
21,967   22,962 -995
17,182   2,792 14,390
27,637   44,701 -17,064
73,225   81,224 -7,999
20,052   3,909 16,143
26,716   44,228 -17,512
85,903   17,130 68,773
20,110   5,449 14,661
62,174   78,936 -16,762
20,749   12,812 7,937
20,886   6,811 14,075
16,598   22,368 -5,770
18,811   1,275 17,536
27,146   17,355 9,791
66,181   46,169 20,012
100,000   100,000  
20,996   2,845 18,151
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       141,859
b       -15,173
c        
d       60,986
e       -17,700
       
      223,908
      1,697
      14,306
      13,204
      -5,407
      15,912
      -35,618
      -3,374
      4,552
      -27,641
      14,746
      2,120
      -12,480
      2,943
      751
      5,583
      420
      7,585
      1,039
      -613
      2,226
      1,227
      -995
      14,390
      -17,064
      -7,999
      16,143
      -17,512
      68,773
      14,661
      -16,762
      7,937
      14,075
      -5,770
      17,536
      9,791
      20,012
       
      18,151
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 2 651,735
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 -84,906
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 13,420
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 13,420
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 19,513
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 19,513
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,093
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet6,093 RefundedBullet 11  
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 URBAN SAWCZUK 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
    ALEXANDER URBAN MILONA DIRECTOR
    1.00     		0 0 0
    200 DES MOINES STREET UNIT 418
    DES MOINES,IA50309
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    15,878,449
    b
    Average of monthly cash balances.......................
    1b
    3,782,706
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,661,155
    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
    19,661,155
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    294,917
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    19,366,238
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    968,312
    Part X
    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 IX, line 6..................
    1
    968,312
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    13,420
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,420
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    954,892
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    954,892
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    954,892
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 954,892
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,004,746
    a Applied to 2020, 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 2021 distributable amount..... 954,892
    e Remaining amount distributed out of corpus 49,854
    5 Excess distributions carryover applied to 2021.    
    (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 49,854
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		49,854
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 49,854
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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     		NONE CHARITY GENERAL SUPPORT 2,000
    ACLU FOUNDATION
    125 BROAD ST 18TH FLOOR
    NEW YORK,NY10004     		NONE CHARITY GENERAL SUPPORT 5,000
    AGECROFT ASSOCIATION
    4306 SULGRAVE ROAD
    RICHMOND,VA23221     		NONE CHARITY GENERAL SUPPORT 1,000
    ART 180
    114 W MARSHALL STREET
    RICHMOND,VA23220     		NONE CHARITY GENERAL SUPPORT 2,000
    ATLANTA UNIVERSITY CENTER CONSORTIU
    156 MILDRED STREET SW
    ATLANTA,GA30314     		NONE CHARITY GENERAL SUPPORT 25,000
    BIDDEFORD POOL COMMUNITY CLUB
    PO BOX 123
    BIDDEFORD POOL,ME04006     		NONE CHARITY GENERAL SUPPORT 1,000
    BRENTON ARBORETUM
    10301 BRIGHTON ROAD
    BRATENAHL,OH44109     		NONE CHARITY GENERAL SUPPORT 5,000
    CATHEDRAL OF THE SACRED HEART
    823 CATHEDRAL PLACE
    RICHMOND,VA23220     		NONE CHARITY GENERAL SUPPORT 1,000
    CATHEDRAL OF THE SACRED HEART FOUND
    800 S CATHEDRAL PLACE
    RICHMOND,VA23220     		NONE CHARITY GENERAL SUPPORT 1,000
    CLAREMONT MCKENNA COLLEGE
    400 N CLAREMONT BLVD
    CLAREMONT,CA91711     		NONE CHARITY GENERAL SUPPORT 1,000
    CLEVELAND METROPARKS
    4101 FULTON PKWY
    CLEVELAND,OH44144     		NONE CHARITY GENERAL SUPPORT 10,000
    COLORADO OUTWARD BOUND SCHOOL
    5161 SHERIDAN BOULEVARD
    DENVER,CO80212     		NONE CHARITY GENERAL SUPPORT 2,000
    CONCORD ACADEMY
    166 MAIN STREET
    CONCORD,MA017429956     		NONE CHARITY ANNUAL FUND 51,000
    CRANBROOK SCHOOLS
    PO BOX 801
    BLOOMFIELD HILLS,MI48303     		NONE CHARITY ANNUAL FUND 3,000
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON ROAD
    BETHESDA,MD20814     		NONE CHARITY GENERAL SUPPORT 1,000
    DANA-FARBER
    10 BROOKLINE PLACE W 6TH
    BROOKLINE,MA02445     		NONE CHARITY GENERAL SUPPORT 86,000
    DENT EDUCATION
    10 E NORTH AVE STE 5
    BALTIMORE,MD21202     		NONE CHARITY GENERAL SUPPORT 2,000
    DES MOINES ART CENTER
    4700 GRAND AVE
    DES MOINES,IA50312     		NONE CHARITY GENERAL SUPPORT 2,500
    DES MOINES PLAYHOUSE
    831 42ND STREET
    DES MOINES,IA50312     		NONE CHARITY GENERAL SUPPORT 1,000
    DES MOINES METRO OPERA
    106 WEST BOSTON AVENUE
    INDIANOLA,IA50125     		NONE CHARITY GENERAL SUPPORT 2,500
    DOGWOOD PRESCHOOL
    PO BOX 82273
    RICHMOND,VA23226     		NONE CHARITY GENERAL SUPPORT 2,000
    EASTERN SIERRA AVALANCHE CENTER
    PO BOX 1675
    MAMMOTH LAKES,CA93546     		NONE CHARITY GENERAL SUPPORT 2,000
    ENTREPRENEURSHIP EDUCATION CONSORTI
    PO BOX 1386
    HUDSON,OH44236     		NONE CHARITY GENERAL SUPPORT 2,000
    EVERY STEP CARE & SUPPORT SERVICES
    3000 EASTON BLVD
    DES MOINES,IA50317     		NONE CHARITY GENERAL SUPPORT 15,000
    FIRST RELIGIOUS SOCIETY UNITARIAN U
    26 PLEASANT STREET
    NEWBURYPORT,MA01950     		NONE CHARITY GENERAL SUPPORT 9,500
    FLINTRIDGE CENTER
    236 W MOUNTAIN ST STE 10
    PASADENA,CA91103     		NONE CHARITY GENERAL SUPPORT 1,000
    FRIENDS OF DES MOINES PARKS
    1551 E MLK JR PARKWAY
    DES MOINES,IA50317     		NONE CHARITY GENERAL SUPPORT 10,000
    FRIENDS OF INDEPENDENT SCHOOLS & BE
    117 E LOUISA STREET 533
    SEATTLE,WA98102     		NONE CHARITY INDEPENDENT SCHOOL OPERATIONS 18,000
    FRIENDS OF VANCOUVER FOUNDATION
    200 475 W GEORGIA ST
    VANCOUVER,BRITISH COLUMBIAV6B 4M9
    CA     		NONE CHARITY GENERAL OPERATIONS 14,500
    FROSTBURG STATE UNIVERSITY FOUNDATI
    101 BRADDOCK ROAD
    FROSTBURG,MD21532     		NONE CHARITY GENERAL SUPPORT 13,500
    GIVEDIRECTLY INC
    PO BOX 3221
    NEW YORK,NY10008     		NONE CHARITY GENERAL SUPPORT 4,000
    GRAND FOUNDATION
    PO BOX 1342
    WINTER PARK,CO80482     		NONE CHARITY GENERAL SUPPORT 150,000
    GREATER DES MOINES BOTANICAL GARDEN
    909 ROBERT D RAY DRIVE
    DES MOINES,IA50316     		NONE CHARITY GENERAL SUPPORT 5,000
    GREATER DES MOINES PUBLIC ART FOUND
    1915 GRAND AVENUE
    DES MOINES,IA50309     		NONE CHARITY GENERAL SUPPORT 50,000
    HARVARD BUSINESS SCHOOL
    SOLDIERS FIELD ROAD
    BOSTON,MA02163     		NONE CHARITY ANNUAL FUND 5,000
    HARVARD COLLEGE FUND
    124 MOUNT AUBURN ST
    CAMBRIDGE,MA021385762     		NONE CHARITY ANNUAL FUND 1,000
    HOLDEN FOREST & GARDENS
    11030 EAST BOULEVARD
    CLEVELAND,OH44106     		NONE CHARITY GENERAL SUPPORT 45,000
    HOSPICE OF THE WESTERN RESERVE
    17876 S CLAIR AVENUE
    CLEVELAND,OH44110     		NONE CHARITY GENERAL SUPPORT 20,000
    HOWARD UNIVERSITY
    PO BOX 417853
    BOSTON,MA02241     		NONE CHARITY GENERAL SUPPORT 10,000
    JOHNS HOPKINS UNIVERSITY
    3400 NORTH CHARLES STREET
    BALTIMORE,MD21218     		NONE CHARITY GENERAL SUPPORT 5,000
    LARKIN STREET YOUTH SERVICES
    134 GOLDEN GATE AVENUE
    SAN FRANCISCO,CA94102     		NONE CHARITY GENERAL SUPPORT 2,500
    LEWIS GINTER BOTANICAL GARDENS
    1800 LAKESIDE AVENUE
    RICHMOND,VA23228     		NONE CHARITY CHILDREN'S GARDEN 1,000
    MAGNET CLEVELAND
    1786 EAST 25TH STREET
    CLEVELAND,OH44114     		NONE CHARITY GENERAL SUPPORT 5,000
    MAINFRAME STUDIOS
    900 KEOSAUQUA WAY
    DES MOINES,IA50309     		NONE CHARITY GENERAL SUPPORT 15,000
    MIDDLEBURY COLLEGE
    MIDDLEBURY COLLEGE
    MIDDLEBURY,VT05753     		NONE CHARITY ANNUAL FUND 5,000
    MOJAVE DESERT LAND TRUST
    PO BOX 1544
    JOSHUA TREE,CA92252     		NONE CHARITY GENERAL SUPPORT 2,000
    MOUNTAIN FAMILY CENTER
    PO BOX 638
    GRANBY,CO80446     		NONE CHARITY GENERAL SUPPORT 2,000
    MUSEUM OF OLD NEWBURY
    98 HIGH STREET
    NEWBURYPORT,MA01950     		NONE CHARITY GENERAL SUPPORT 1,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 THIRD AVENUE
    NEW YORK,NY10017     		NONE CHARITY GENERAL SUPPORT 2,000
    NATIONAL RESOURCES DEFENSE COUNCIL
    40 W 20TH ST
    NEW YORK,NY10011     		NONE CHARITY GENERAL SUPPORT 5,000
    NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE
    ARLINGTON,VA22203     		NONE CHARITY GENERAL SUPPORT 5,000
    NEWBURYPORT PARKS CONSERVANCY
    1 MERRIMAC STREET
    NEWBURYPORT,MA01950     		NONE CHARITY GENERAL SUPPORT 10,000
    NORTHWESTERN UNIVERSITY - KELLOGG
    2001 SHERIDAN ROAD
    EVANSTON,IL60208     		NONE CHARITY ANNUAL FUND 1,000
    PHILANTHROPY OHIO
    500 S FRONT ST STE 900
    COLUMBUS,OH43215     		NONE CHARITY GENERAL SUPPORT 796
    PLANNED PARENTHOOD NORTH CENTRAL S
    1225 4TH STREET NE
    WASHINGTON,DC20002     		NONE CHARITY GENERAL SUPPORT 5,000
    PROTECHOS
    PO BOX 361470
    SAN JUAN,PR00936     		NONE CHARITY GENERAL SUPPORT 5,000
    RICHMOND BALLET
    407 EAST CANAL ST
    RICHMOND,VA23219     		NONE CHARITY ANNUAL FUND/GENERAL OPERATIONS 2,500
    RICHMOND SYMPHONY
    612 E GRACE ST STE 401
    RICHMOND,VA23219     		NONE CHARITY ANNUAL FUND/GENERAL OPERATIONS 5,000
    RIDLEY COLLEGE FUND USA INC
    55 BEDFORD AVE
    BUFFALO,NY14216     		NONE CHARITY GENERAL SUPPORT 74,500
    SALISBURY HOUSE FOUNDATION
    4025 TONAWANDA DRIVE
    DES MOINES,IA50312     		NONE CHARITY GENERAL SUPPORT 1,000
    SCHOOL OF RESTORATION ARTS AT WILLO
    140 PEARL STREET STE 100
    BUFFALO,NY14202     		NONE CHARITY GENERAL SUPPORT 99,275
    SF-MARIN FOOD BANK
    900 PENSYLVANIA AVENUE
    SAN FRANCISCO,CA94107     		NONE CHARITY GENERAL SUPPORT 2,500
    SHAKER LAKES GARDEN CLUB CHARITABLE
    17500 PARKLAND DRIVE
    SHAKER HEIGHTS,OH44120     		NONE CHARITY GENERAL SUPPORT 1,000
    ST ANDREW'S SCHOOL (DE)
    350 NOXONTOWN ROAD
    MIDDLETOWN,DE19709     		NONE CHARITY ANNUAL FUND 1,000
    ST CATHERINE'S SCHOOL FOUNDATION
    6001 GROVE AVENUE
    RICHMOND,VA23226     		NONE CHARITY GENERAL SUPPORT 87,500
    ST PAUL'S CATHEDRAL
    815 HIGH ST
    DES MOINES,IA50309     		NONE CHARITY GENERAL SUPPORT 2,500
    ST PAUL'S SCHOOL
    325 PLEASANT STREET
    CONCORD,NH033019966     		NONE CHARITY ANNUAL FUND 1,000
    THAT CAN BE ME INC
    19513 SHAKER BOULEVARD
    CLEVELAND,OH44122     		NONE CHARITY GENERAL SUPPORT 1,000
    TRUSTEES OF THE RESERVATION
    200 HIGH STREET
    BOSTON,MA02110     		NONE CHARITY GENERAL SUPPORT 5,000
    UNIVERSITY CIRCLE INCORPORATED
    10831 MAGNOLIA DRIVE
    CLEVELAND,OH44106     		NONE CHARITY GENERAL SUPPORT 20,000
    UNIVERSITY OF CHICAGO
    5235 S HARPER COURT
    CHICAGO,IL60615     		NONE CHARITY ANNUAL FUND 8,000
    VIRGINIA SQUASH RACQUETS ASSOCIATIO
    PO BOX 2514
    RICHMOND,VA23218     		NONE CHARITY GENERAL SUPPORT 17,825
    VIRGINIA FREE FARM
    75 GREEN LANE DRIVE
    KENTS STORE,VA23084     		NONE CHARITY GENERAL SUPPORT 5,000
    WBUR
    890 COMMONWEALTH AVENUE
    BOSTON,MA02135     		NONE CHARITY GENERAL SUPPORT 2,000
    WGBH EDUCATIONAL FOUNDATION
    1 GUEST STREET
    BOSTON,MA02135     		NONE CHARITY GENERAL SUPPORT 2,000
    WILDERNESS SOCIETY
    1615 M STREET
    WASHINGTON,DC20036     		NONE CHARITY GENERAL SUPPORT 5,000
    WUMB RADIO NETORKS
    100 MORRISSEY BOULEVARD
    BOSTON,MA02125     		NONE CHARITY GENERAL SUPPORT 2,000
    WIKIMEDIA FOUNDATION
    PO BOX 98024
    WASHINGTON,DC20090     		NONE CHARITY GENERAL SUPPORT 1,000
    Total .................................bullet 3a 1,001,396
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 13,929  
    4 Dividends and interest from securities ....          
    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 ............     		    18 651,735  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMERIT ENERGY PARTNERS I, LP     		    15 121,395  
    bBRAZIL TEAK INVESTORS     14 -657  
    cOTHER INCOME     14 79  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   1,011,398  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,011,398
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 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 6,350 3,175   3,175

    TY 2021 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
    ADOBE SYSTEMS 79,260 61,518
    ALBEMARLE CORPORATION 51,701 220,612
    ALEXANDRIA REAL ESTATE EQUITIES INC 89,420 109,415
    ALPHABET INC. C 82,013 268,272
    AMAZON.COM INC 134,104 134,950
    AMERICAN TOWER CORP 28,943 100,207
    AMERICOLD REALTY TRUST 120,652 116,262
    AON PLC CLASS A 87,335 122,237
    APPLE INC. 22,055 162,510
    AVALONBAY COMMUNITIES INC 34,614 106,970
    BERKSHIRE HATHAWAY INC. B 138,802 214,929
    BLACK KNIGHT INC    
    BOSTON PROPERTIES, INC. 96,584 100,276
    BROWN-FORMAN CORPORATION B 103,493 111,330
    BWX TECHNOLOGIES INC 20,926 60,307
    CANADIAN NATIONAL RAILWAY (USA) 88,342 139,348
    CHARTER COMMUNICATIONS INC 126,779 118,828
    CISCO SYSTEMS INC. 21,708 22,685
    COSTCO WHOLESALE CORPORATION 100,761 216,520
    CRANE CO 54,004 64,997
    CURTISS-WRIGHT CORP 63,020 80,040
    DAVENPORT SMALL CAP FOCUS FUND 601,396 660,453
    DEERE & CO. 19,693 54,909
    DIGITAL REALTY TRUST, INC. 53,480 98,013
    DOLBY LABORATORIES INC 107,595 130,264
    DUKE REALTY CORP 20,752 109,480
    EBAY INC    
    EQUITY RESIDENTIAL 57,581 105,827
    FASTENAL COMPANY 30,565 77,040
    FIRST REPUBLIC BANK 72,360 130,168
    FMC CORP 27,865 75,326
    ISHARES EMERGING MARKET INDEX FUND 319,714 287,712
    ISHARES RUSSELL 2000 INDEX FUND 171,726 260,278
    ISHARES RUSSELL 2000 SMALL CAP 198,798 412,680
    ISHARES S&P 500 INDEX FUND 432,094 1,413,227
    IVY INTERNATIONAL CORE EQUITY FUND 341,722 352,422
    JPMORGAN CHASE & CO. 22,875 23,072
    KIMCO REALTY CORP 74,783 112,761
    KINSALE CAPITAL GROUP INC 22,940 263,883
    KITE REALTY GROUP TRUST 84,160 115,362
    KORNIT DIGITAL LTD 34,496 54,420
    L3HARRIS TECHNOLOGIES, INC. 30,896 178,538
    LION COPPER & GOLD CORP 2,989 1,598
    MARKEL CORPORATION 103,915 274,994
    MASTERCARD INC 27,308 141,516
    MEDICAL PROPERTIES TRUST, INC. 69,249 112,922
    MERCK & COMPANY INC    
    METTLER-TOLEDO INTERNATIONAL INC 23,023 47,241
    MICROSOFT CORPORATION 40,893 224,592
    MKS INSTRUMENTS INC 76,617 96,569
    MONSTER BEVERAGE CORP 83,788 139,468
    MSCI, INC. 11,880 191,573
    NESTLE SA (ADR) 73,821 122,860
    NETFLIX INC 70,069 70,844
    NEWMARKET CORPORATION 18,414 44,755
    NIKE INC 44,585 97,682
    ONESPAWORLD HOLDINGS LTD    
    PACIFIC GAS & ELECTRIC 1ST MORTGAGE 100,171 92,950
    PALOMAR HOLDINGS INC 80,201 62,994
    PAYPAL HOLDINGS INC    
    PETIQ INC 73,489 40,196
    PHYSICIANS REALTY TRUST 98,197 99,512
    PRESTIGE CONSUMER HEALTHCARE INC 67,930 125,746
    PRIMERICA INC 75,002 108,485
    PRIMO WATER CORP CANADA 82,133 68,916
    PROLOGIS INC 38,729 102,071
    PURE STORAGE INC 123,003 178,662
    QUATERRA RESOURCES, INC.    
    RBC BEARINGS INC 69,784 125,316
    REXFORD INDUSTRIAL REALTY INC 47,298 98,115
    ROPER TECHNOLOGIES INC 114,944 131,001
    S&P GLOBAL INC 105,361 113,079
    SHERWIN-WILLIAMS CO 105,283 105,244
    SL GREEN REALTY CORP 124,953 100,293
    SPOTIFY TECHNOLOGY SA    
    STAG INDUSTRIAL INC 104,276 108,174
    STARBUCKS CORP 86,646 105,975
    SUN COMMUNITIES INC 74,211 202,162
    TAIWAN SEMICONDUCTOR MANUFACTURING C 21,328 22,120
    TELEFLEX, INC. 35,454 83,680
    TEXAS INSTRUMENTS 93,509 98,390
    TJX COMPANIES INC 58,245 85,624
    TRANSDIGM GROUP INCORPORATED 67,680 77,170
    TRIMBLE NAVIGATION LTD. 75,256 220,787
    UNITEDHEALTH GROUP INC 84,016 94,909
    UTILITIES SELECT SECTOR SPDR FUND 480,288 547,230
    VANGUARD FTSE ALL WORLD EX US ETF 258,659 341,665
    VANGUARD MID-CAP ETF 194,713 503,870
    VENTAS, INC. 46,686 94,115
    VORNADO REALTY TRUST 123,111 103,326
    W. P. CAREY & COMPANY, LLC 56,599 119,662
    WILLIAMS SONOMA, INC. 87,450 251,435
    ZOETIS INC 80,898 76,671

    TY 2021 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 189,104 189,104
    MERIT ENERGY PARTNERS I, LP AT COST 803,517 803,517
    VENTRIA AT COST 137,000 137,000
    WILDPACK BEVERAGE INC AT COST 99,276 99,276
    CD - CAPITAL ONE AT COST    
    CD - GOLDMAN SACHS BANK AT COST    
    CD - MORGAN STANLEY BANK II AT COST    

    TY 2021 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 188 188    
    INVESTMENT EXPENSES 41,538 41,538    


    TY 2021 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 PARTNERS I, LP 121,395 121,395  
    BRAZIL TEAK INVESTORS -657 -657  
    OTHER INCOME 79 79  


    TY 2021 OtherIncreasesSchedule
    Name:
    WEATHERTOP FOUNDATION
     
    F/K/A THOMAS NELSON URBAN JR
    EIN:
    42-1431036
    Description Amount
    PRIOR PERIOD ADJUSTMENT 23,871


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    TY 2021 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 2021 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 31,648      
    FOREIGN TAXES PAID 1,042 1,042