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 01-01-2020 , and ending 12-31-2020
Name of foundation
THE ASHURST-LANE FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)5648 WOODSIDE CIRCLE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MONTGOMERY, AL361172601
A Employer identification number

63-1280870
B Telephone number (see instructions)

(334) 277-1738
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$1,167,798
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 61,726
2 Check bullet.............
3 Interest on savings and temporary cash investments 19 19  
4 Dividends and interest from securities... 1,871 1,871  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 369,911
b Gross sales price for all assets on line 6a 9,223,390
7 Capital gain net income (from Part IV, line 2)... 369,911
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).......      
12 Total. Add lines 1 through 11........ 433,527 371,801  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,000 1,500   1,500
c Other professional fees (attach schedule).... 5,860 5,860   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 32 32   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,892 7,392   1,500
25 Contributions, gifts, grants paid....... 6,500 6,500
26 Total expenses and disbursements. Add lines 24 and 25 15,392 7,392   8,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 418,135
b Net investment income (if negative, enter -0-) 364,409
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 Savings and temporary cash investments......... 104,261 168,010 168,010
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet61,726
Less: allowance for doubtful accounts bullet     61,726 61,726
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
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).......      
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).......... 556,369 Click to see attachment849,029 938,062
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) 660,630 1,078,765 1,167,798
Liabilities 17 Accounts payable and accrued expenses.......... 174 174
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)......... 174 174
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 660,456 1,078,591
29 Total net assets or fund balances (see instructions)..... 660,456 1,078,591
30 Total liabilities and net assets/fund balances (see instructions). 660,630 1,078,765
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
660,456
2
Enter amount from Part I, line 27a .....................
2
418,135
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,078,591
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,078,591
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 10X GENOMICS INC CL A P 2020-01-22 2020-12-31
b 2U INC COM P 2020-05-15 2020-06-04
c AAON INC COM PAR $0 004 P 2020-07-17 2020-08-06
d ABIOMED INC COM P 2020-06-15 2020-08-26
e ACM RESH INC CL A P 2020-02-11 2020-02-13
ADAPTIVE BIOTECHNOLOGIES CORP COM P 2020-06-03 2020-12-29
ADIENT PLC SHS ISIN# IE00BD845X29 P 2020-12-15 2020-12-28
ADVANCED DRAIN SYS INC DEL COM P 2020-06-05 2020-06-11
ADVANCED MICRO DEVICES INC COM P 2020-02-07 2020-12-22
AGCO CORP DEL COM P 2020-10-01 2020-10-30
AGNICO EAGLE MINES LTD COM P 2020-09-11 2020-09-23
AKAMAI TECHNOLOGIES INC COM P 2020-04-20 2020-04-23
ALARM COM HLDGS INC COM P 2020-07-07 2020-08-07
ALBEMARLE CORP COM P 2020-11-11 2020-12-14
ALCOA CORP COM P 2020-11-24 2020-12-14
ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027 P 2019-12-18 2020-11-04
ALIGN TECHNOLOGY INC COM P 2020-07-17 2020-11-10
ALTERYX INC COM CL A P 2020-02-04 2020-03-27
AMERESCO INC CL A P 2020-06-26 2020-12-06
AMERICAN SUPERCONDUCTOR CORP SHS NEW P 2020-12-03 2020-12-14
ANAPLAN INC COM P 2020-01-03 2020-12-09
ANGLOGOLD ASHANTI LTD SPONORED ADR ISIN#US0351282068 P 2020-07-07 2020-07-31
APPIAN CORP CL A P 2020-10-12 2020-10-27
APPLE INC COM P 2020-03-17 2020-03-23
ARCONIC CORP COM P 2020-06-03 2020-09-02
ARES MGMT CORP COM CL A P 2020-02-03 2020-02-25
ASBURY AUTOMOTIVE GROUP INC COM P 2020-07-24 2020-07-30
ATLAS AIR WORLDWIDE HLDGS INC COM NEW P 2020-07-15 2020-10-26
ATLASSIAN CORPORATION PLC SHS -A- P 2020-03-04 2020-06-02
AUDIOCODES LTD SHS P 2020-04-07 2020-08-10
AUTODESK INC COM P 2020-06-15 2020-07-14
AUTONATION INC DEL COM P 2020-07-24 2020-08-27
AVALARA INC COM P 2020-02-04 2020-11-24
AXON ENTERPRISE INC COM P 2019-11-15 2020-11-10
AXONICS MODULATION TECHNOLOGIES INC COM P 2020-09-29 2020-10-14
AZEK CO INC CL A P 2020-08-17 2020-09-04
BANDWIDTH INC CL A P 2020-03-24 2020-10-26
BARRICK GOLD CORP COM ISIN#CA0679011084 P 2020-04-22 2020-05-06
BERRY GLOBAL GROUP INC COM P 2020-08-13 2020-08-24
BEYOND MEAT INC COM P 2020-09-25 2020-10-15
BIG LOTS INC COM P 2020-05-28 2020-12-07
BILIBILI INC ADS REPSTG SHS CL Z ISIN#US0900401060 P 2020-01-08 2020-07-06
BILL COM HLDGS INC COM P 2020-02-14 2020-12-14
BIOLIFE SOLUTIONS INC COM NEW P 2020-11-25 2020-12-28
BJS WHSL CLUB INC COM P 2020-05-28 2020-06-04
BLACKLINE INC COM P 2020-02-20 2020-12-04
BLACKROCK INC COM P 2020-06-05 2020-06-29
BLACKSTONE GROUP INC COM CL A P 2020-07-15 2020-07-24
BOOT BARN HLDGS INC COM P 2020-01-06 2020-01-13
BOSTON BEER INC CL A P 2020-07-15 2020-11-02
BOYD GAMING CORP P 2020-02-20 2020-02-24
BROWN & BROWN INC P 2020-02-24 2020-02-28
BRUKER CORP COM P 2020-01-13 2020-01-23
CAE INC SHS ISIN#CA1247651088 P 2020-06-05 2020-06-11
CAESARS ENTMT INC NEW COM P 2020-08-27 2020-12-09
CAMPING WORLD HLDGS INC CL A P 2020-05-28 2020-07-06
CANADA GOOSE HLDGS INC COM SHS SUB VTG ISIN#CA1350861060 P 2020-09-28 2020-11-02
CAPRI HLDGS LTD SHS ISIN#VGG1890L1076 P 2020-11-17 2020-12-07
CARDLYTICS INC COM P 2019-12-03 2020-12-15
CARRIER GLOBAL CORP COM P 2020-07-15 2020-12-28
CARVANA CO CL A P 2020-07-06 2020-12-22
CATASYS INC COM PAR$.0001 2017 P 2020-04-24 2020-05-08
CELSIUS HLDGS INC COM NEW P 2020-12-03 2020-12-31
CENTURY CMNTYS INC COM P 2020-07-17 2020-10-22
CERENCE INC COM P 2020-08-18 2020-12-22
CHART INDS INC COM PAR P 2020-07-28 2020-08-26
CHEGG INC COM P 2020-02-10 2020-11-09
CHEWY INC CL A P 2020-03-24 2020-12-14
CHURCHILL DOWNS INC P 2020-05-28 2020-12-08
CLOUDFLARE INC CL A P 2020-03-05 2020-12-22
COHU INC COM P 2020-11-17 2020-12-28
CONSTELLATION BRANDS INC CL A P 2020-07-15 2020-07-20
COPART INC COM P 2020-11-04 2020-11-10
COUPA SOFTWARE INC COM P 2020-01-03 2020-07-14
CROCS INC COM P 2019-12-31 2020-12-14
CROWDSTRIKE HLDGS INC CL A P 2020-01-06 2020-12-28
CUMMINS INC P 2020-10-01 2020-10-30
D R HORTON INC COM P 2020-01-28 2020-02-04
DANAHER CORP COM P 2020-09-18 2020-09-24
DATADOG INC CL A P 2020-01-30 2020-11-16
DECKERS OUTDOOR CORP COM P 2020-10-16 2020-11-10
DEERE & CO P 2020-09-11 2020-12-09
DEXCOM INC COM P 2019-11-15 2020-05-26
DIGITAL TURBINE INC COM P 2020-09-01 2020-09-02
DISNEY WALT CO DISNEY COM P 2020-08-10 2020-08-18
DOCUSIGN INC COM P 2019-10-03 2020-11-10
DOVER CORP COM P 2020-11-11 2020-12-03
DRAFTKINGS INC CL A P 2020-05-05 2020-10-16
DYCOM INDS INC COM P 2020-08-26 2020-09-10
DYNATRACE INC COM P 2020-01-06 2020-08-07
EAGLE MATERIALS INC COM P 2020-07-28 2020-08-20
EATON CORPORATION PLC SHS ISIN#IE00B8KQN827 P 2020-11-10 2020-12-04
ELASTIC N V SHS ISIN#NL0013056914 P 2020-06-30 2020-11-02
ELDORADO RESORTS INC COM P 2020-01-09 2020-01-14
EMERGENT BIOSOLUTIONS INC COM P 2020-04-23 2020-08-31
ENPHASE ENERGY INC COM P 2020-03-04 2020-12-28
ENSIGN GROUP INC COM P 2020-11-04 2020-11-20
ENTEGRIS INC COM P 2020-10-09 2020-11-10
ESTEE LAUDER COMPANIES INC CL A P 2020-08-25 2020-09-01
ETSY INC COM P 2020-06-30 2020-07-21
EVERBRIDGE INC COM P 2020-01-27 2020-04-07
EVERQUOTE INC CL A COM P 2020-01-23 2020-02-12
EXACT SCIENCES CORP COM P 2019-12-19 2020-12-31
EXP RLTY INTL CORP COM P 2020-08-10 2020-12-22
FABRINET SHS ISIN#KYG3323L1005 P 2020-08-10 2020-08-18
FACEBOOK INC CL A P 2020-05-20 2020-06-04
FARFETCH LTD ORD SH CL A P 2020-07-24 2020-12-22
FASTLY INC CL A P 2020-04-20 2020-10-19
FEDEX CORP COM P 2020-08-10 2020-09-18
FERRARI N V SHS ISIN#NL0011585146 P 2020-07-07 2020-08-31
FIRST REP BK SAN FRANCISCO CALIF NEW COM P 2020-04-29 2020-11-23
FIRST SOLAR INC COM P 2020-08-25 2020-09-04
FIVE BELOW INC COM P 2020-09-09 2020-12-14
FIVE9 INC COM P 2020-03-03 2020-11-17
FIVERR INTL LTD ORD SHS ISIN#IL0011582033 P 2020-04-20 2020-10-21
FLOOR & DECOR HLDGS INC COM CL A P 2019-12-20 2020-11-10
FOCUS FINL PARTNERS INC CL A COM P 2020-05-28 2020-08-19
FORMFACTOR INC COM P 2020-06-15 2020-12-29
FORTINET INC COM P 2020-01-03 2020-04-23
FORTUNE BRANDS HOMES & SEC INC COM P 2020-02-04 2020-02-24
FRANCO NEV CORP COM ISIN#CA3518581051 P 2020-01-03 2020-01-09
FREEPORT-MCMORAN INC CL B P 2020-09-11 2020-12-14
FRESHPET INC COM P 2020-01-21 2020-09-24
GAMING & LEISURE PPTYS INC COM P 2020-01-24 2020-06-11
GCP APPLIED TECHNOLOGIES INC COM P 2020-08-12 2020-08-20
GDS HLDGS LTD SPONS ADR ISIN# US36165L1089 P 2019-12-23 2020-04-03
GENERAC HLDGS INC COM P 2020-05-28 2020-11-17
GENUINE PARTS CO COM P 2020-09-15 2020-09-21
GILEAD SCIENCES INC P 2020-03-19 2020-03-31
GLOBAL BLOOD THERAPEUTICS INC COM P 2020-01-08 2020-01-22
GLOBE LIFE INC COM P 2020-11-13 2020-12-02
GOOSEHEAD INS INC COM CL A P 2020-02-10 2020-12-31
GRACO INC P 2020-10-01 2020-10-26
GREEN BRICK PARTNERS INC COM P 2020-09-11 2020-11-30
GSX TECHEDU INC SPONS ADR ISIN#US36257Y1091 P 2020-01-02 2020-04-03
GUARDANT HEALTH INC COM P 2019-12-19 2020-10-21
H & E EQUIP SVCS INC COM P 2020-10-06 2020-10-21
HEALTHEQUITY INC COM P 2019-12-20 2020-01-13
HEICO CORP NEW COM P 2020-11-18 2020-11-25
HERC HLDGS INC COM P 2020-11-24 2020-12-14
HONEYWELL INTL INC COM P 2020-10-01 2020-10-30
HORIZON PHARMA PLC REGISTERED SHS ISIN#IE00BQPVQZ61 P 2020-06-26 2020-10-20
IAA INC COM P 2020-11-05 2020-11-17
ICHOR HOLDINGS LTD REGISTERED SHS ISIN#KYG4740B1059 P 2019-10-28 2020-01-09
IDEXX LABS INC COM P 2020-10-21 2020-11-10
II-VI INC COM P 2020-08-06 2020-12-22
ILLINOIS TOOL WORKS INC COM P 2020-11-10 2020-11-20
INGERSOLL RAND INC COM P 2020-10-01 2020-10-30
INMODE LTD REGISTERED SHS ISIN#IL0011595993 P 2020-01-09 2020-02-19
INNOVATIVE INDL PPTYS INC COM P 2020-06-05 2020-09-11
INPHI CORP COM P 2019-09-06 2020-08-20
INSEEGO CORP COM P 2020-04-27 2020-05-01
INSPIRE MED SYS INC COM P 2019-12-04 2020-12-09
INSTALLED BLDG PRODS INC COM P 2020-01-23 2020-06-22
INSULET CORP COM P 2020-02-04 2020-10-28
INTERPUBLIC GROUP COS INC COM P 2020-11-13 2020-12-22
INVITAE CORP COM P 2020-01-13 2020-10-21
IQIYI INC SPONS ADR ISIN#US46267X1081 P 2020-01-22 2020-01-24
IRHYTHM TECHNOLOGIES INC COM P 2020-08-20 2020-09-11
IROBOT CORP COM P 2020-10-12 2020-10-30
JD COM INC SPONS ADR REPSTG COM CL A P 2020-03-24 2020-11-10
KINSALE CAP GROUP INC COM P 2020-04-29 2020-05-01
KIRKLAND LAKE GOLD LTD COM ISIN# CA49741E1007 P 2020-01-03 2020-08-11
KKR & CO INC COM STK P 2020-07-15 2020-07-24
KLA CORP COM P 2020-06-08 2020-07-24
KONTOOR BRANDS INC COM P 2020-10-29 2020-12-21
KORNIT-DIGITAL LTD SHS ISIN#IL0011216723 P 2020-01-21 2020-01-24
KULICKE & SOFFA INDS INC COM P 2020-12-15 2020-12-29
LATTICE SEMICONDUCTOR CORP COM P 2020-01-17 2020-01-24
LEIDOS HLDGS INC COM P 2020-03-03 2020-03-11
LENDINGTREE INC NEW COM P 2020-07-07 2020-07-09
LGI HOMES INC COM P 2020-05-28 2020-08-31
LHC GROUP INC COM P 2020-11-03 2020-11-10
LILLY ELI & CO COM P 2020-04-24 2020-05-07
LINDE PLC SH ISIN#IE00BZ12WP82 P 2020-07-15 2020-07-24
LIVEPERSON INC COM P 2020-08-18 2020-08-31
LIVONGO HEALTH INC COM P 2020-04-07 2020-08-10
LOCKHEED MARTIN CORP COM P 2020-05-28 2020-06-12
LOGITECH INTL SA APPLES NAMEN AKT ISIN#CH0025751329 P 2020-11-04 2020-11-10
LOWES COS INC COM P 2020-08-25 2020-10-06
LUCKIN COFFEE INC ADR ISIN#US54951L1098 P 2019-11-15 2020-02-20
LULULEMON ATHLETICA INC COM P 2020-03-04 2020-07-14
LUMBER LIQUIDATORS HLDGS INC COM P 2020-07-17 2020-08-27
LUMENTUM HLDGS INC COM P 2019-12-31 2020-08-18
M / I HOMES INC COM P 2020-07-23 2020-10-22
MACOM TECHNOLOGY SOLUTIONS HLDGS INC COM P 2020-05-21 2020-06-11
MARATHON PETE CORP COM P 2020-05-05 2020-05-06
MARRIOTT VACATIONS WORLDWIDE CORP COM P 2020-06-08 2020-06-11
MARVELL TECHNOLOGY GROUP LTD SHS ISIN#BMG5876H1051 P 2020-06-26 2020-10-10
MASIMO CORP COM P 2020-03-16 2020-03-18
MASONITE INTL CORP NEW COM ISIN#CA5753851099 P 2020-07-17 2020-10-21
MAXAR TECHNOLOGIES INC COM P 2020-08-11 2020-08-27
MEDICAL PPTYS TR INC COM P 2020-03-03 2020-03-09
MEDPACE HLDGS INC COM P 2020-07-17 2020-08-10
MERITAGE HOMES CORP COM P 2020-05-28 2020-10-22
MERITOR INC COM P 2020-01-02 2020-01-07
MIRATI THERAPEUTICS INC COM P 2019-12-18 2020-01-02
MONOLITHIC PWR SYS INC COM P 2020-11-06 2020-11-10
MONSTER BEVERAGE CORP NEW COM P 2020-07-15 2020-08-19
MORGAN STANLEY COM NEW P 2020-11-10 2020-11-23
MYOKARDIA INC COM P 2020-09-15 2020-10-05
NATIONAL BEVERAGE CORP COM P 2020-10-21 2020-11-10
NEOGENOMICS INC COM NEW P 2019-11-26 2020-12-31
NETFLIX INC COM P 2020-03-17 2020-05-18
NEUROCRINE BIOSCIENCES INC COM P 2020-05-28 2020-06-04
NEXTERA ENERGY INC COM P 2020-01-24 2020-02-04
NIKE INC CL B P 2020-09-11 2020-09-21
NOVOCURE LIMITED SHS ISIN#JE00BYSS4X48 P 2019-08-14 2020-12-22
NVIDIA CORP COM P 2020-01-13 2020-05-28
OKTA INC CL A P 2020-01-10 2020-08-10
OLIN CORP COM PAR $1 P 2020-11-03 2020-12-14
OLLIES BARGAIN OUTLET HLDGS INC COM P 2020-05-28 2020-08-28
OWENS AND MINOR INC HLDGS CO INC P 2020-07-28 2020-08-06
PACIRA BIOSCIENCES INC COM P 2020-07-15 2020-07-23
PAGERDUTY INC COM P 2020-12-15 2020-12-31
PAGSEGURO DIGITAL LTD REGISTERED SHS A ISIN#KYG687071012 P 2020-07-07 2020-07-14
PALOMAR HLDGS INC COM P 2020-01-28 2020-09-02
PAN AMERN SILVER CORP COM ISIN#CA6979001089 P 2019-12-23 2020-08-07
PARKER HANNIFIN CORP COM P 2020-08-13 2020-12-07
PAYCOM SOFTWARE INC COM P 2020-01-09 2020-02-11
PAYLOCITY HLDG CORP COM P 2020-01-02 2020-02-05
PAYPAL HLDGS INC COM P 2020-05-19 2020-06-29
PELOTON INTERACTIVE INC CL A COM P 2020-05-28 2020-12-28
PENN NATL GAMING INC COM P 2020-02-04 2020-10-28
PENNANT GROUP INC COM P 2020-11-04 2020-11-24
PENNYMAC FINL SVCS INC NEW COM P 2020-06-05 2020-08-17
PERKINELMER INC COM P 2020-10-01 2020-10-16
PERSONALIS INC COM P 2020-12-21 2020-12-28
PETMED EXPRESS INC COMMON STK P 2020-04-27 2020-05-13
PGT INC COM P 2020-08-11 2020-08-27
PINDUODUO INC SPONS ADR ISIN#US7223041028 P 2020-06-15 2020-11-17
PING IDENTITY HLDG CORP COM P 2020-06-09 2020-06-15
PINTEREST INC CL A P 2020-01-14 2020-12-09
PLANET FITNESS INC CL A P 2020-02-04 2020-02-26
PLUG PWR INC COM NEW P 2020-07-17 2020-10-12
POOL CORP COM P 2020-05-28 2020-11-10
PROGYNY INC COM P 2020-02-12 2020-12-28
QORVO INC COM P 2019-11-13 2020-01-31
QUAKER CHEM CORP COM P 2020-11-11 2020-11-30
QUALCOMM INC P 2020-08-25 2020-09-18
QUANTA SVCS INC COM P 2020-08-12 2020-12-28
QUIDEL CORP P 2020-08-20 2020-11-09
R1 RCM INC COM P 2020-11-02 2020-12-09
REDFIN CORP COM P 2020-02-21 2020-12-31
REGENERON PHARMACEUTICALS INC P 2020-03-03 2020-06-08
REPLIGEN CORP COM P 2020-03-30 2020-08-24
RH COM P 2020-02-12 2020-07-14
RINGCENTRAL INC CL A P 2020-01-09 2020-04-29
ROCKWELL AUTOMATION INC COM FORMERLY ROCKWELL INTL CORP P 2020-11-06 2020-11-10
ROKU INC COM CL A P 2020-04-16 2020-12-14
SAFEHOLD INC COM P 2020-01-23 2020-04-02
SAIA INC COM P 2020-07-21 2020-11-10
SAILPOINT TECHNOLOGIES HLDGS INC COM P 2020-09-30 2020-10-30
SCHRODINGER INC COM P 2020-02-24 2020-07-21
SCIENTIFIC GAMES CORP COM P 2020-11-19 2020-12-29
SCORPIO TANKERS INC REGISTERED SHS NEW ISIN#MHY7542C1306 P 2019-12-10 2020-01-10
SEA LTD ADR ISIN#US81141R1005 P 2019-11-19 2020-12-28
SEAGEN INC COM P 2020-09-18 2020-11-02
SEATTLE GENETICS INC COM P 2019-12-13 2020-10-06
SELECT MED HLDGS CORP COM P 2020-01-28 2020-01-30
SERES THERAPEUTICS INC COM P 2020-10-06 2020-11-09
SHAKE SHACK INC CL A P 2020-01-15 2020-09-11
SHIFT4 PMTS INC CL A P 2020-10-13 2020-11-02
SHOCKWAVE MED INC COM P 2020-09-10 2020-12-09
SHOPIFY INC CL A ISIN#CA82509L1076 P 2020-03-03 2020-04-02
SHUTTERSTOCK INC COM P 2020-12-02 2020-12-17
SILICON MOTION TECHNOLOGY CORP SPONS ADR SHS ISIN#US82706C1080 P 2020-05-21 2020-05-26
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(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 39,595   39,167 428
b 15,223   15,767 -544
c 9,518   9,977 -459
d 23,889   21,185 2,704
e 5,856   6,414 -558
25,919   26,472 -553
10,555   11,105 -550
6,407   7,327 -920
76,061   73,878 2,183
14,786   14,399 387
13,869   15,520 -1,651
13,706   14,052 -346
18,150   20,156 -2,006
17,526   15,167 2,359
15,852   14,757 1,095
56,782   56,444 338
25,417   25,420 -3
26,196   31,009 -4,813
37,955   33,935 4,020
4,110   3,706 404
52,077   57,423 -5,346
18,377   16,969 1,408
15,244   17,322 -2,078
7,292   7,941 -649
31,123   33,218 -2,095
12,346   11,994 352
11,046   11,548 -502
29,273   29,128 145
25,775   21,747 4,028
38,087   44,936 -6,849
14,143   13,557 586
14,236   13,514 722
64,921   59,293 5,628
67,884   73,116 -5,232
18,064   18,879 -815
14,232   14,408 -176
81,148   63,998 17,150
14,346   13,840 506
7,372   7,690 -318
17,849   15,220 2,629
34,188   37,734 -3,546
54,591   53,146 1,445
41,264   45,753 -4,489
8,299   6,793 1,506
10,151   10,746 -595
49,357   52,312 -2,955
13,919   14,214 -295
8,055   8,116 -61
15,289   16,484 -1,195
44,667   37,582 7,085
14,751   15,582 -831
11,457   12,864 -1,407
18,419   18,403 16
6,821   7,318 -497
35,785   32,942 2,843
15,557   13,057 2,500
21,748   20,471 1,277
4,297   3,673 624
48,213   43,755 4,458
40,148   34,924 5,224
35,202   28,848 6,354
11,700   15,110 -3,410
6,800   5,484 1,316
26,629   26,777 -148
11,423   11,516 -93
16,285   15,549 736
59,559   63,336 -3,777
57,223   48,005 9,218
25,940   25,441 499
91,158   75,070 16,088
13,863   10,731 3,132
7,769   7,966 -197
11,229   11,388 -159
58,944   48,847 10,097
31,041   29,545 1,496
62,656   61,222 1,434
17,384   17,332 52
15,328   16,059 -731
8,164   8,328 -164
87,511   91,719 -4,208
18,470   19,520 -1,050
36,487   35,826 661
53,939   41,522 12,417
7,547   8,455 -908
5,929   5,969 -40
85,448   66,046 19,402
16,273   16,160 113
83,680   69,272 14,408
15,137   15,103 34
52,260   57,396 -5,136
14,535   14,445 90
12,981   12,613 368
46,679   46,382 297
11,041   11,220 -179
33,765   33,602 163
56,125   57,060 -935
17,373   16,698 675
18,041   17,443 598
9,254   9,009 245
16,364   17,084 -720
28,059   26,791 1,268
16,267   17,131 -864
21,390   21,734 -344
36,483   28,042 8,441
9,725   10,623 -898
16,355   16,428 -73
23,704   19,472 4,232
73,673   56,163 17,510
32,980   30,088 2,892
13,702   12,336 1,366
32,587   33,855 -1,268
12,723   13,789 -1,066
25,470   23,028 2,442
52,118   49,155 2,963
54,336   40,701 13,635
62,118   64,189 -2,071
27,394   24,337 3,057
24,092   22,471 1,621
39,620   39,140 480
15,421   15,513 -92
18,226   18,938 -712
31,649   30,792 857
57,968   57,594 374
29,898   30,919 -1,021
8,100   8,546 -446
30,034   30,631 -597
38,679   39,365 -686
10,155   10,591 -436
4,528   4,809 -281
12,954   13,278 -324
14,173   13,838 335
66,527   62,279 4,248
13,474   13,153 321
32,119   27,993 4,126
65,112   59,768 5,344
54,999   59,552 -4,553
11,514   12,106 -592
16,520   17,462 -942
6,555   6,978 -423
3,895   3,759 136
13,071   13,520 -449
49,122   45,282 3,840
15,480   15,760 -280
17,545   17,502 43
23,413   23,098 315
15,626   16,233 -607
17,892   18,742 -850
12,952   13,479 -527
26,884   26,717 167
28,397   29,133 -736
87,968   79,764 8,204
6,700   8,912 -2,212
57,059   56,418 641
28,403   30,059 -1,656
38,988   38,760 228
15,047   13,794 1,253
75,123   74,992 131
16,957   18,622 -1,665
14,872   15,013 -141
12,545   14,385 -1,840
56,293   57,366 -1,073
6,620   7,533 -913
60,191   60,718 -527
10,999   11,189 -190
15,863   15,469 394
26,514   23,282 3,232
5,642   5,811 -169
15,022   15,929 -907
11,051   11,252 -201
7,867   8,868 -1,001
7,779   7,950 -171
31,505   31,124 381
14,898   15,916 -1,018
12,355   12,916 -561
12,889   12,795 94
11,490   11,700 -210
74,140   48,307 25,833
13,962   14,787 -825
9,956   11,535 -1,579
17,399   17,660 -261
34,813   28,647 6,166
18,709   19,737 -1,028
17,672   13,707 3,965
36,187   38,253 -2,066
28,023   28,577 -554
15,398   16,276 -878
8,119   8,693 -574
10,137   12,309 -2,172
35,473   34,584 889
5,625   6,058 -433
21,861   21,732 129
11,898   12,664 -766
8,580   8,955 -375
18,962   16,618 2,344
38,146   38,885 -739
11,944   12,324 -380
11,664   11,265 399
12,294   14,282 -1,988
17,682   15,575 2,107
17,044   15,936 1,108
26,887   16,242 10,645
19,362   21,276 -1,914
48,033   46,220 1,813
28,305   23,597 4,708
9,221   9,377 -156
11,196   10,996 200
14,386   15,216 -830
74,321   72,117 2,204
37,940   32,542 5,398
60,077   51,723 8,354
22,384   18,878 3,506
28,203   28,501 -298
12,968   15,637 -2,669
7,791   8,191 -400
2,229   2,380 -151
29,111   31,743 -2,632
51,460   44,845 6,615
33,417   30,401 3,016
27,436   26,510 926
16,242   15,488 754
20,339   18,546 1,793
16,508   15,316 1,192
74,451   61,354 13,097
74,714   75,464 -750
15,939   15,969 -30
33,417   33,005 412
12,418   12,834 -416
2,102   1,958 144
15,715   17,327 -1,612
14,920   15,402 -482
37,603   29,662 7,941
10,203   11,122 -919
92,156   79,263 12,893
18,224   19,225 -1,001
28,991   24,736 4,255
29,803   30,652 -849
29,472   31,301 -1,829
15,912   15,740 172
15,044   15,053 -9
18,638   19,457 -819
40,204   35,266 4,938
26,419   32,288 -5,869
11,475   10,495 980
78,631   77,485 1,146
28,974   25,122 3,852
48,204   45,416 2,788
30,676   31,255 -579
40,776   35,794 4,982
13,929   14,345 -416
57,913   56,525 1,388
29,098   26,068 3,030
27,326   27,174 152
12,833   13,063 -230
47,917   48,208 -291
16,647   16,197 450
13,064   13,246 -182
122,531   99,452 23,079
18,613   20,193 -1,580
49,586   43,635 5,951
12,113   12,844 -731
16,108   15,090 1,018
29,807   30,152 -345
11,901   14,194 -2,293
35,791   33,573 2,218
16,612   20,816 -4,204
12,267   12,969 -702
5,702   6,304 -602
31,043   33,307 -2,264
14,977   14,907 70
42,605   41,996 609
54,880   47,027 7,853
15,253   12,435 2,818
15,280   14,515 765
19,261   21,980 -2,719
10,959   12,727 -1,768
51,649   48,664 2,985
24,316   24,932 -616
12,745   13,377 -632
33,862   34,023 -161
61,657   61,371 286
16,720   18,388 -1,668
29,673   29,847 -174
37,773   32,346 5,427
27,915   29,173 -1,258
18,543   18,753 -210
17,208   16,367 841
23,749   25,613 -1,864
39,225   35,025 4,200
13,625   13,886 -261
27,995   27,839 156
12,834   11,182 1,652
15,769   16,189 -420
33,728   30,305 3,423
74,696   65,743 8,953
14,193   18,630 -4,437
14,885   14,695 190
16,928   15,345 1,583
1,746   1,699 47
58,670   53,425 5,245
17,414   17,500 -86
12,175   12,615 -440
10,351   12,312 -1,961
13,910   14,685 -775
50,055   44,668 5,387
29,731   30,962 -1,231
18,096   21,533 -3,437
16,684   15,832 852
25,706   27,836 -2,130
35,116   31,386 3,730
26,684   24,596 2,088
49,516   45,114 4,402
5,913   5,469 444
7,390   7,816 -426
30,648   28,413 2,235
13,493   15,542 -2,049
15,114   13,806 1,308
11,805   10,002 1,803
8,113   8,703 -590
52,716   47,222 5,494
20,298   23,815 -3,517
19,383   19,130 253
965   900 65
3,280   3,391 -111
7,709   8,527 -818
47,431   45,029 2,402
9,260   9,749 -489
36,953   31,506 5,447
31,321   28,805 2,516
28,230   27,410 820
14,607   14,260 347
30,621   34,305 -3,684
11,530   12,187 -657
12,218   13,562 -1,344
58,360   55,021 3,339
19,212   16,358 2,854
78,665   77,783 882
82,199   65,678 16,521
23,559   21,253 2,306
18,889   16,967 1,922
17,300   17,144 156
25,428   25,270 158
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       428
b       -544
c       -459
d       2,704
e       -558
      -553
      -550
      -920
      2,183
      387
      -1,651
      -346
      -2,006
      2,359
      1,095
      338
      -3
      -4,813
      4,020
      404
      -5,346
      1,408
      -2,078
      -649
      -2,095
      352
      -502
      145
      4,028
      -6,849
      586
      722
      5,628
      -5,232
      -815
      -176
      17,150
      506
      -318
      2,629
      -3,546
      1,445
      -4,489
      1,506
      -595
      -2,955
      -295
      -61
      -1,195
      7,085
      -831
      -1,407
      16
      -497
      2,843
      2,500
      1,277
      624
      4,458
      5,224
      6,354
      -3,410
      1,316
      -148
      -93
      736
      -3,777
      9,218
      499
      16,088
      3,132
      -197
      -159
      10,097
      1,496
      1,434
      52
      -731
      -164
      -4,208
      -1,050
      661
      12,417
      -908
      -40
      19,402
      113
      14,408
      34
      -5,136
      90
      368
      297
      -179
      163
      -935
      675
      598
      245
      -720
      1,268
      -864
      -344
      8,441
      -898
      -73
      4,232
      17,510
      2,892
      1,366
      -1,268
      -1,066
      2,442
      2,963
      13,635
      -2,071
      3,057
      1,621
      480
      -92
      -712
      857
      374
      -1,021
      -446
      -597
      -686
      -436
      -281
      -324
      335
      4,248
      321
      4,126
      5,344
      -4,553
      -592
      -942
      -423
      136
      -449
      3,840
      -280
      43
      315
      -607
      -850
      -527
      167
      -736
      8,204
      -2,212
      641
      -1,656
      228
      1,253
      131
      -1,665
      -141
      -1,840
      -1,073
      -913
      -527
      -190
      394
      3,232
      -169
      -907
      -201
      -1,001
      -171
      381
      -1,018
      -561
      94
      -210
      25,833
      -825
      -1,579
      -261
      6,166
      -1,028
      3,965
      -2,066
      -554
      -878
      -574
      -2,172
      889
      -433
      129
      -766
      -375
      2,344
      -739
      -380
      399
      -1,988
      2,107
      1,108
      10,645
      -1,914
      1,813
      4,708
      -156
      200
      -830
      2,204
      5,398
      8,354
      3,506
      -298
      -2,669
      -400
      -151
      -2,632
      6,615
      3,016
      926
      754
      1,793
      1,192
      13,097
      -750
      -30
      412
      -416
      144
      -1,612
      -482
      7,941
      -919
      12,893
      -1,001
      4,255
      -849
      -1,829
      172
      -9
      -819
      4,938
      -5,869
      980
      1,146
      3,852
      2,788
      -579
      4,982
      -416
      1,388
      3,030
      152
      -230
      -291
      450
      -182
      23,079
      -1,580
      5,951
      -731
      1,018
      -345
      -2,293
      2,218
      -4,204
      -702
      -602
      -2,264
      70
      609
      7,853
      2,818
      765
      -2,719
      -1,768
      2,985
      -616
      -632
      -161
      286
      -1,668
      -174
      5,427
      -1,258
      -210
      841
      -1,864
      4,200
      -261
      156
      1,652
      -420
      3,423
      8,953
      -4,437
      190
      1,583
      47
      5,245
      -86
      -440
      -1,961
      -775
      5,387
      -1,231
      -3,437
      852
      -2,130
      3,730
      2,088
      4,402
      444
      -426
      2,235
      -2,049
      1,308
      1,803
      -590
      5,494
      -3,517
      253
      65
      -111
      -818
      2,402
      -489
      5,447
      2,516
      820
      347
      -3,684
      -657
      -1,344
      3,339
      2,854
      882
      16,521
      2,306
      1,922
      156
      158
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 2 369,911
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  
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 5,065
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 0
3 Add lines 1 and 2........................... 3 5,065
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,065
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 104
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 5,169
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletAL
    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 ofbulletJAMIE LEE ASHURST Telephone no.bullet (334) 277-1738

    Located atbullet5648 WOODSIDE CIRCLEMONTGOMERYAL ZIP+4bullet36117
    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
     
    No
    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
    JAMIE LEE ASHURST PRESIDENT/TRUSTEE
    0.00
    0 0 0
    5648 WOODSIDE CIRCLE
    MONTGOMERY,AL36117
    WINSTON MCCAIN ASHURST SECRETARY-TREASURER/TRUSTE
    0.00
    0 0 0
    5648 WOODSIDE CIRCLE
    MONTGOMERY,AL36117
    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 0
    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.............bullet0
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    678,687
    b
    Average of monthly cash balances.......................
    1b
    149,530
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    828,217
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    828,217
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    12,423
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    815,794
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    40,790
    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
    40,790
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,065
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,065
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    35,725
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    35,725
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    35,725
    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
    8,000
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    8,000
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    8,000
    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 35,725
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 4,262
    b From 2016...... 22,626
    c From 2017...... 18,726
    d From 2018...... 19,233
    e From 2019......  
    fTotal of lines 3a through e........ 64,847
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 8,000
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 8,000
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 27,725 27,725
    (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 37,122
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    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......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    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) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    37,122
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 17,889
    c Excess from 2018.... 19,233
    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
    FIRST CHOICE WOMEN'S MEDICAL CENTER
    380 MENDEL PKWY E
    MONTGOMERY,AL36117
    NONE PC TO REACH THE ABORTION-VULNERABLE MEMBERS OF OUR COMMUNITY 2,500
    MANE
    3699 WALLAHATCHIE ROAD
    PIKE ROAD,AL36064
    NONE PC PROVIDE THERAPEUTIC HORSEBACK RIDING OPPORTUNITIES TO PEOPLE WITH DISABILITIES 4,000
    Total .................................bullet 3a 6,500
    bApproved for future payment
    Total .................................bullet 3b 0
    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 19  
    4 Dividends and interest from securities....     14 1,871  
    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 ............
        18 369,911  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 371,801 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    371,801
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE ASHURST-LANE FAMILY FOUNDATION
     
    Employer identification number

    63-1280870
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE ASHURST-LANE FAMILY FOUNDATION
     
    Employer identification number
    63-1280870
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    JAMES LANE CHARITABLE LEAD UNITRUST
     
    5648 WOODSIDE CIRCLE
     
    MONTGOMERY, AL361172601

    $ 61,726


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE ASHURST-LANE FAMILY FOUNDATION
     
    Employer identification number

    63-1280870
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE ASHURST-LANE FAMILY FOUNDATION
     
    Employer identification number

    63-1280870
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE ASHURST-LANE FAMILY FOUNDATION
    EIN:
    63-1280870
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEES 3,000 1,500   1,500

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE ASHURST-LANE FAMILY FOUNDATION
    EIN:
    63-1280870
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS & STOCKS AT COST 849,029 938,062

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE ASHURST-LANE FAMILY FOUNDATION
    EIN:
    63-1280870
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKER FEES - PERSHING 5,860 5,860   0


    TY 2020 TaxesSchedule
    Name:
    THE ASHURST-LANE FAMILY FOUNDATION
    EIN:
    63-1280870
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES - PERSHING 32 32   0