2024-06-13T15:18:50-04:00 2023-07-31 331197384 ANDERSEN TAX LLC 666 GRAND AVE STE 2400 DES MOINES IA 503092500 990PF 2022-08-01 421431036 WEATHERTOP FOUNDATION F/K/A THOMAS NELSON URBAN JR WEAT 8042822554 29 LIBBIE AVENUE RICHMOND VA 23226 WILLIAM GORING URBAN TREASURER 8042822554 2023-12-04 true WILLIAM URBAN 999009999 false MATT JUFFER P00083072 5152453737 2024-06-13 2022 2023-04-26 12:10:37Z X 18752251 X X 101218 101218 231047 231047 518453 1503754 518453 128447 128447 979165 979165 6400 3200 3200 8868 1541 2034 2034 37781 37781 55083 42522 5234 921432 921432 976515 42522 926666 2650 936643 3515425 3005385 3005385 39275 8252061 8814142 14527011 1228897 1219855 1219855 13035658 13039382 18752251 0 X 13035658 13039382 13035658 13039382 13035658 13039382 13035658 2650 1074 13039382 13039382 DAVENPORT - DETAIL AVA. UPON REQUEST P 2020-01-01 2022-01-02 202387 11481 190906 190906 DOUGLASS WINTHROP - DETAIL AVA. UPON P 2022-01-01 2022-12-31 65986 79261 -13275 -13275 DOUGLASS WINTHROP - DETAIL AVA. UPON P 2020-01-01 2022-12-31 530568 317776 212792 212792 MERRILL LYNCH- DETAIL AVA. UPON P 2022-01-01 2022-12-31 121219 120424 795 795 MERRILL LYNCH- DETAIL AVA. UPON P 2020-01-01 2022-12-31 564713 456359 108354 108354 518453 -12480 13019 13019 13019 13420 13210 26630 13611 13611 false false false false false false false true true IA true false false false false true N/A WILLIAM G URBAN 8042822554 29 LIBBIE AVENUE RICHMOND VA 23226 false false false false false false false false false false false false false false false false false false false false WILLIAM GORING URBAN 29 LIBBIE AVENUE RICHMOND VA 23226 TREASURER 1.00 0 0 0 VICTORIA URBAN BROER 12611 LAKESHORE BLVD BRATENAHL OH 44108 SECRETARY 1.00 0 0 0 CORNELIA URBAN SAWCZUK 11 PURCHASE STREET NEWBURYPORT MA 01950 DIRECTOR 1.00 0 0 0 THOMAS NELSON URBAN III 1775 WEST 40TH AVENUE VANCOUVER BRITISH COLUMBIA CA DIRECTOR 1.00 0 0 0 SAMUEL GORING BROER 169 DELTA STREET SAN FRANCISCO CA 94134 DIRECTOR 1.00 0 0 0 NONE NONE N/A 14626207 2928681 0 17554888 17554888 263323 17291565 864578 864578 13019 13019 851559 851559 851559 926666 926666 851559 49854 49854 926666 851559 75107 124961 0 124961 49854 75107 X 1708 GALLERY 319 WEST BROAD STREET RICHMOND VA 23220 NONE CHARITY GENERAL SUPPORT 2000 ACLU FOUNDATION 125 BROAD ST 18TH FLOOR NEW YORK NY 10004 NONE CHARITY GENERAL SUPPORT 5000 AGECROFT ASSOCIATION 4306 SULGRAVE ROAD RICHMOND VA 23221 NONE CHARITY GENERAL SUPPORT 1000 AMERICAN CAMP FOUNDATION 5000 STATE ROAD 67 NORTH MARTINSVILLE IN 46151 NONE CHARITY GENERAL SUPPORT 1500 ANGEL ISLAND IMMIGRATION STATION FO 870 MARKET STREET STE 941 SAN FRANCISCO CA 94102 NONE CHARITY GENERAL SUPPORT 2000 ART 180 114 W MARSHALL STREET RICHMOND VA 23220 NONE CHARITY GENERAL SUPPORT 2000 ATLANTA UNIVERSITY CENTER CONSORTIU 156 MILDRED STREET SW ATLANTA GA 30314 NONE CHARITY GENERAL SUPPORT 25000 BRENTON ARBORETUM 25141 260TH STREET DALLAS CENTER IA 50063 NONE CHARITY GENERAL SUPPORT 6000 CADY LEARNING CENTER FOUNDATION 700 WALNUT ST SUITE 1600 DES MOINES IA 50309 NONE CHARITY GENERAL SUPPORT 10000 CHEWONKI - MAINE COAST SEMESTER 485 CHEWONKI NECK RD WISCASSET ME 04578 NONE CHARITY GENERAL SUPPORT 500 CHINESE HISTORICAL SOCIETY OF AMERI 965 CLAY STREET SAN FRANCISCO CA 94108 NONE CHARITY GENERAL SUPPORT 2000 CLAREMONT MCKENNA COLLEGE 400 N CLAREMONT BLVD CLAREMONT CA 91711 NONE CHARITY GENERAL SUPPORT 1000 CLEVELAND METROPARKS 4101 FULTON PKWY CLEVELAND OH 44144 NONE CHARITY GENERAL SUPPORT 10000 COLORADO OUTWARD BOUND SCHOOL 5161 SHERIDAN BOULEVARD DENVER CO 80212 NONE CHARITY GENERAL SUPPORT 1500 CONCORD ACADEMY 166 MAIN STREET CONCORD MA 017429956 NONE CHARITY ANNUAL FUND 58000 CONTINENTAL DIVIDE TRAIL COALITION 710 10TH ST SUITE 200 GOLDEN CO 80401 NONE CHARITY GENERAL SUPPORT 10000 CRANBROOK SCHOOLS PO BOX 801 BLOOMFIELD HILLS MI 48303 NONE CHARITY ANNUAL FUND 3000 DANA-FARBER CANCER INSTITUTE 10 BROOKLINE PLACE W 6TH BROOKLINE MA 02445 NONE CHARITY GENERAL SUPPORT 64000 DENT EDUCATION 10 E NORTH AVE STE 5 BALTIMORE MD 21202 NONE CHARITY GENERAL SUPPORT 3000 DES MOINES ART CENTER 4700 GRAND AVE DES MOINES IA 50312 NONE CHARITY GENERAL SUPPORT 2500 DES MOINES PLAYHOUSE 831 42ND STREET DES MOINES IA 50312 NONE CHARITY GENERAL SUPPORT 1000 DES MOINES METRO OPERA 106 WEST BOSTON AVENUE INDIANOLA IA 50125 NONE CHARITY GENERAL SUPPORT 2500 EASTERN SIERRA AVALANCHE CENTER PO BOX 1675 MAMMOTH LAKES CA 93546 NONE CHARITY GENERAL SUPPORT 2000 ENTREPRENEURSHIP EDUCATION CONSORTI PO BOX 1386 HUDSON OH 44236 NONE CHARITY GENERAL SUPPORT 20000 FLINTRIDGE CENTER 236 W MOUNTAIN ST STE 10 PASADENA CA 91103 NONE CHARITY GENERAL SUPPORT 1500 FRIEND OF NEWBURYPORT TREES PO BOX 1155 NEWBURYPORT MA 01950 NONE CHARITY GENERAL SUPPORT 10000 FRIENDS OF VANCOUVER FOUNDATION 200 475 W GEORGIA ST VANCOUVER BRITISH COLUMBIA CA V6B 4M9 NONE CHARITY GENERAL OPERATIONS 79000 FUND FOR OUR ECONOMIC FUTURE 4415 EUCLID AVE CLEVELAND OH 44103 NONE CHARITY GENERAL SUPPORT 33000 GEORGIA TECH FOUNDATION 760 SPRING STREET NW STE 400 ATLANTA GA 30308 NONE CHARITY GENERAL SUPPORT 5500 GIVEDIRECTLY INC PO BOX 3221 NEW YORK NY 10008 NONE CHARITY GENERAL SUPPORT 4000 GRAND FOUNDATION PO BOX 1342 WINTER PARK CO 80482 NONE CHARITY GENERAL SUPPORT 150000 GREATER DES MOINES BOTANICAL GARDEN 909 ROBERT D RAY DRIVE DES MOINES IA 50316 NONE CHARITY GENERAL SUPPORT 5000 HARVARD BUSINESS SCHOOL SOLDIERS FIELD ROAD BOSTON MA 02163 NONE CHARITY ANNUAL FUND 5000 HARVARD COLLEGE FUND 124 MOUNT AUBURN ST CAMBRIDGE MA 021385762 NONE CHARITY ANNUAL FUND 2000 HOLDEN FOREST & GARDENS 11030 EAST BOULEVARD CLEVELAND OH 44106 NONE CHARITY GENERAL SUPPORT 48000 HOWARD UNIVERSITY PO BOX 417853 BOSTON MA 02241 NONE CHARITY GENERAL SUPPORT 10000 ICON WATER TRAIL 501 SW 7TH ST SUITE G DES MOINES IA 50309 NONE CHARITY GENERAL SUPPORT 15000 JOHNS HOPKINS UNIVERSITY 3400 NORTH CHARLES STREET BALTIMORE MD 21218 NONE CHARITY GENERAL SUPPORT 20000 LARKIN STREET YOUTH SERVICES 134 GOLDEN GATE AVENUE SAN FRANCISCO CA 94102 NONE CHARITY GENERAL SUPPORT 2500 LEWIS GINTER BOTANICAL GARDENS 1800 LAKESIDE AVENUE RICHMOND VA 23228 NONE CHARITY CHILDREN'S GARDEN 2000 MAGNET CLEVELAND 1786 EAST 25TH STREET CLEVELAND OH 44114 NONE CHARITY GENERAL SUPPORT 10000 MIDDLEBURY COLLEGE MIDDLEBURY COLLEGE MIDDLEBURY VT 05753 NONE CHARITY ANNUAL FUND 10000 MOJAVE DESERT LAND TRUST PO BOX 1544 JOSHUA TREE CA 92252 NONE CHARITY GENERAL SUPPORT 2000 MOUNTAIN FAMILY CENTER PO BOX 638 GRANBY CO 80446 NONE CHARITY GENERAL SUPPORT 6000 MUSEUM OF OLD NEWBURY 98 HIGH STREET NEWBURYPORT MA 01950 NONE CHARITY GENERAL SUPPORT 1000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVENUE NEW YORK NY 10017 NONE CHARITY GENERAL SUPPORT 2000 NATURAL RESOURCES DEFENSE COUNCIL 40 W 20TH ST NEW YORK NY 10011 NONE CHARITY GENERAL SUPPORT 5000 NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE ARLINGTON VA 22203 NONE CHARITY GENERAL SUPPORT 5000 PHILANTHROPY OHIO 500 S FRONT ST STE 900 COLUMBUS OH 43215 NONE CHARITY GENERAL SUPPORT 932 PLANNED PARENTHOOD NORTH CENTRAL S 1225 4TH STREET NE WASHINGTON DC 20002 NONE CHARITY GENERAL SUPPORT 5000 RICHMOND BALLET 407 EAST CANAL ST RICHMOND VA 23219 NONE CHARITY ANNUAL FUND/GENERAL OPERATIONS 5000 RICHMOND SYMPHONY 612 E GRACE ST STE 401 RICHMOND VA 23219 NONE CHARITY ANNUAL FUND/GENERAL OPERATIONS 10000 RIDLEY COLLEGE FUND USA INC 55 BEDFORD AVE BUFFALO NY 14216 NONE CHARITY GENERAL SUPPORT 18000 SALISBURY HOUSE FOUNDATION 4025 TONAWANDA DRIVE DES MOINES IA 50312 NONE CHARITY GENERAL SUPPORT 1000 SCHOOL OF RESTORATION ARTS AT WILLO 140 PEARL STREET STE 100 BUFFALO NY 14202 NONE CHARITY GENERAL SUPPORT 40000 SECOND HARVEST OF SILICON VALLEY 4001 N 1ST STREET SAN JOSE CA 95134 NONE CHARITY ANNUAL FUND 5000 SF-MARIN FOOD BANK 900 PENSYLVANIA AVENUE SAN FRANCISCO CA 94107 NONE CHARITY GENERAL SUPPORT 2500 SHAKER LAKES GARDEN CLUB CHARITABLE 17500 PARKLAND DRIVE SHAKER HEIGHTS OH 44120 NONE CHARITY GENERAL SUPPORT 1000 SKIDMORE COLLEGE 815 NORTH BROADWAY SARATOGA SPRINGS NY 12866 NONE CHARITY GENERAL SUPPORT 15000 ST ANDREW'S SCHOOL (DE) 350 NOXONTOWN ROAD MIDDLETOWN DE 19709 NONE CHARITY ANNUAL FUND 1000 ST CATHERINE'S SCHOOL FOUNDATION 6001 GROVE AVENUE RICHMOND VA 23226 NONE CHARITY GENERAL SUPPORT 87500 ST FRANCIS HEALTHCARE FOUNDATION OF HAWAII 2228 LILIHA ST SUITE 205 HONOLULU HI 96817 NONE CHARITY GENERAL SUPPORT 5000 ST PAUL'S CATHEDRAL 815 HIGH ST DES MOINES IA 50309 NONE CHARITY GENERAL SUPPORT 2500 ST PAUL'S SCHOOL 325 PLEASANT STREET CONCORD NH 033019966 NONE CHARITY ANNUAL FUND 1000 THAT CAN BE ME INC 19513 SHAKER BOULEVARD CLEVELAND OH 44122 NONE CHARITY GENERAL SUPPORT 1000 TRUSTEES OF THE RESERVATION 200 HIGH STREET BOSTON MA 02110 NONE CHARITY GENERAL SUPPORT 5000 UNIVERSITY CIRCLE INCORPORATED 10831 MAGNOLIA DRIVE CLEVELAND OH 44106 NONE CHARITY GENERAL SUPPORT 1000 UNIVERSITY OF CHICAGO 5235 S HARPER COURT CHICAGO IL 60615 NONE CHARITY ANNUAL FUND 9000 VIRGINIA SQUASH RACQUETS ASSOCIATIO PO BOX 2514 RICHMOND VA 23218 NONE CHARITY GENERAL SUPPORT 23000 VIRGINIA MUSEUM OF FINE ARTS 200 N ARTHUR ASHE BLVD RICHMOND VA 23220 NONE CHARITY GENERAL SUPPORT 1000 WBUR 890 COMMONWEALTH AVENUE BOSTON MA 02135 NONE CHARITY GENERAL SUPPORT 2000 WGBH EDUCATIONAL FOUNDATION 1 GUEST STREET BOSTON MA 02135 NONE CHARITY GENERAL SUPPORT 2000 WIKIMEDIA FOUNDATION PO BOX 98024 WASHINGTON DC 20090 NONE CHARITY GENERAL SUPPORT 1000 WILDERNESS SOCIETY 1615 M STREET NW WASHINGTON DC 20036 NONE CHARITY GENERAL SUPPORT 5000 WUMB 100 MORRISEY BLVD BOSTON MA 02125 NONE CHARITY GENERAL SUPPORT 2000 921432 14 101218 14 231047 18 518453 MERIT ENERGY PARTNERS I, LP 15 127091 BRAZIL TEAK INVESTORS 14 -537 OTHER INCOME 14 1893 979165 979165 false false false false false false false false false false ACCOUNTING FEES 6400 3200 3200 ADOBE SYSTEMS ALBEMARLE CORPORATION 51701 191689 ALEXANDRIA REAL ESTATE EQUITIES INC 89420 82949 ALPHABET INC. C 55829 246919 AMAZON.COM INC 134104 133680 AMERICAN TOWER CORP 50262 89446 AMERICOLD REALTY TRUST 103521 113470 AON PLC CLASS A 87335 133770 APPLE INC. 10038 98225 AVALONBAY COMMUNITIES INC 35307 99985 BERKSHIRE HATHAWAY INC. B 138802 251651 BOSTON PROPERTIES, INC. 118374 93282 BROOKFIELD ASSET MANAGEMENT, INC 95485 99701 BROWN-FORMAN CORPORATION B 103493 105900 BWX TECHNOLOGIES INC 20926 73416 CANADIAN NATIONAL RAILWAY (USA) 132090 178208 CHARTER COMMUNICATIONS INC 126779 111427 CISCO SYSTEMS INC. 21708 26020 COSTCO WHOLESALE CORPORATION 38408 126151 CRANE CO 54004 100416 CURTISS-WRIGHT CORP 63020 106779 DAVENPORT SMALL CAP FOCUS FUND 626270 760701 DEERE & CO. 19693 68736 DIGITAL REALTY TRUST, INC. 74412 118389 DOLBY LABORATORIES INC 107595 149131 DUKE REALTY CORP EQUITY RESIDENTIAL 60935 97262 FASTENAL COMPANY 56086 117220 FIRST REPUBLIC BANK FMC CORP 27865 65244 IQVIA HOLDINGS INC 125102 140969 ISHARES EMERGING MARKET INDEX FUND 176707 191040 ISHARES RUSSELL 2000 INDEX FUND 203764 309988 ISHARES RUSSELL 2000 SMALL CAP 198798 439660 ISHARES S&P 500 INDEX FUND 395243 1426034 IVY INTERNATIONAL CORE EQUITY FUND 162049 198180 JPMORGAN CHASE & CO. 22875 31592 KIMCO REALTY CORP 76227 103326 KINSALE CAPITAL GROUP INC 11459 201965 KITE REALTY GROUP TRUST 65871 108680 KORNIT DIGITAL LTD 34496 63380 L3HARRIS TECHNOLOGIES, INC. 30896 140981 LION COPPER & GOLD CORP 2989 1827 MARKEL CORPORATION 103915 307339 MARTIN MARIETTA MATERIALS, INC 87534 109383 MASTERCARD INC 27308 157712 MEDICAL PROPERTIES TRUST, INC. 88264 81729 METTLER-TOLEDO INTERNATIONAL INC 84250 94310 MICROSOFT CORPORATION 40893 268736 MKS INSTRUMENTS INC 76617 89192 MONSTER BEVERAGE CORP 83788 160972 MSCI, INC. 11880 218136 NESTLE SA (ADR) 73375 122900 NETFLIX INC 70069 138276 NEWMARKET CORPORATION 18414 65045 NIKE INC 44585 93832 PACIFIC GAS & ELECTRIC 1ST MORTGAGE 100171 92552 PALOMAR HOLDINGS INC 80201 61166 PETIQ INC 73489 41030 PHYSICIANS REALTY TRUST 118443 104654 PRESTIGE CONSUMER HEALTHCARE INC 67930 135963 PRIMERICA INC 75002 179306 PRIMO WATER CORP CANADA 82133 73868 PROLOGIS INC 19346 98553 PURE STORAGE INC 123003 233111 RAYONIER, INC. 100217 101016 RBC BEARINGS INC 69784 120033 REXFORD INDUSTRIAL REALTY INC 47962 88695 ROPER TECHNOLOGIES INC 114944 147915 S&P GLOBAL INC 154812 173584 SHERWIN-WILLIAMS CO 105283 120278 SL GREEN REALTY CORP 143936 94275 STAG INDUSTRIAL INC 84059 100551 STARBUCKS CORP SUN COMMUNITIES INC 72543 163917 TAIWAN SEMICONDUCTOR MANUFACTURING C 21328 24788 TELEFLEX, INC. 35454 87407 TEXAS INSTRUMENTS 93509 99000 TJX COMPANIES INC TRACTOR SUPPLY COMPANY 80855 79516 TRANSDIGM GROUP INCORPORATED 67680 111565 TRIMBLE NAVIGATION LTD. 75256 171084 UBER TECHNOLOGIES, INC 87287 137746 UNITEDHEALTH GROUP INC 84016 88615 UTILITIES SELECT SECTOR SPDR FUND 480288 496318 VANGUARD FTSE ALL WORLD EX US ETF 258659 373483 VANGUARD MID-CAP ETF 586711 945868 VENTAS, INC. 55625 95099 VORNADO REALTY TRUST 144109 96889 W. P. CAREY & COMPANY, LLC 56369 90490 WILLIAMS SONOMA, INC. 87450 241372 ZOETIS INC 145458 152353 BRAZIL TEAK INVESTORS, LLC. AT COST 188567 188567 MERIT ENERGY PARTNERS I, LP AT COST 795012 795012 VENTRIA AT COST 137000 137000 WILDPACK BEVERAGE INC AT COST 99276 99276 EXPENSES BANK FEES 208 208 INVESTMENT EXPENSES 37573 37573 MERIT ENERGY PARTNERS I, LP 127091 127091 BRAZIL TEAK INVESTORS -537 -537 OTHER INCOME 1893 1893 PRIOR PERIOD ADJUSTMENT 1074 LOAN RECEIVABLE FEDERAL TAX PAID 7327 FOREIGN TAXES PAID 1541 1541