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. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
THE SHORELAND FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)38 CAMEL HOLLOW ROAD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LLOYD HARBOR, NY11743
A Employer identification number

11-3241828
B Telephone number (see instructions)

(631) 351-0961
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$34,672,854J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
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) 2,609,904
2 Check bullet
3 Interest on savings and temporary cash investments 41 41  
4 Dividends and interest from securities...... 212,092 212,092  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,362,605
b Gross sales price for all assets on line 6a 15,226,701
7 Capital gain net income (from Part IV, line 2)... 3,362,605
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........ 6,184,642 3,574,738 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
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 29,768 5,954 0 23,814
c Other professional fees (attach schedule)....        
17 Interest............... 22,782 22,782 0 0
18 Taxes (attach schedule) (see instructions) Click to see attachment 98,360 98,360 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 26,301 1,569 0 23,906
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 177,211 128,665 0 47,720
25 Contributions, gifts, grants paid........ 5,391,244 5,391,244
26 Total expenses and disbursements. Add lines 24 and 25 5,568,455 128,665 0 5,438,964
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 616,187
b Net investment income (if negative, enter -0-) 3,446,073
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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............... 293,900 15,048 15,048
2 Savings and temporary cash investments.......... 174,201 166,719 166,719
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) 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) 2,339,597    
b Investments—corporate stock (attach schedule)........ 9,304,254 Click to see attachment11,106,319 15,354,576
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)........... 7,671,175 Click to see attachment10,705,685 13,586,511
14 Land, buildings, and equipment: basis bullet2,940
Less: accumulated depreciation (attach schedule) bullet2,940 817 Click to see attachment0 0
15 Other assets (describe bullet) Click to see attachment1,517,088 Click to see attachment1,252,507 Click to see attachment5,550,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 21,301,032 23,246,278 34,672,854
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) Click to see attachment3,000,000 Click to see attachment3,500,000
23 Total liabilities (add lines 17 through 22).......... 3,000,000 3,500,000
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 18,301,032 19,746,278
30 Total net assets or fund balances (see page 17 of the
instructions).................... 18,301,032 19,746,278
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 21,301,032 23,246,278
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 18,301,032
2 Enter amount from Part I, line 27a..................... 2 616,187
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 829,059
4 Add lines 1, 2, and 3.......................... 4 19,746,278
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 30. 6 19,746,278
Form 990-PF (2013)
Form 990-PF (2013)
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 AUTO SALE D 1987-04-21 2013-02-11
b 250 SHS ALLERGAN   2011-08-05 2013-07-08
c 800 SHS ALLERGAN   2011-08-09 2013-07-08
d 200 SHS AMAZON   2011-11-15 2013-01-28
e 50 SHS BAIDU.COM, INC. SPONSORED ADR   2011-08-01 2013-02-05
150 SHS BAIDU.COM, INC. SPONSORED ADR   2011-08-10 2013-02-05
150 SHS BAIDU.COM, INC. SPONSORED ADR   2011-08-09 2013-02-19
850 SHS BAIDU.COM, INC. SPONSORED ADR   2011-08-10 2013-02-19
350 SHS BAIDU.COM, INC. SPONSORED ADR   2011-08-09 2013-04-16
160 SHS DOLLAR TREE INC. CMN   2011-07-29 2013-01-09
340 SHS DOLLAR TREE INC. CMN   2011-08-18 2013-01-09
1100 SHS DOLLAR TREE INC. CMN   2011-12-29 2013-01-09
1000 SHS DOLLAR TREE INC. CMN   2011-08-09 2013-08-16
660 SHS DOLLAR TREE INC. CMN   2011-08-18 2013-08-16
200 SHS HOME DEPOT   2012-04-18 2013-08-21
700 SHS HOME DEPOT   2012-04-04 2013-09-06
2000 SHS HOME DEPOT   2012-04-09 2013-09-06
1300 SHS HOME DEPOT   2012-04-18 2013-09-06
500 SHS HOME DEPOT   2012-04-04 2013-11-06
200 SHS LULULEMON ATHLETICA   2011-09-07 2013-01-04
500 SHS LULULEMON ATHLETICA   2011-10-24 2013-01-09
200 SHS LULULEMON ATHLETICA   2011-10-24 2013-01-22
300 SHS LULULEMON ATHLETICA   2011-10-24 2013-12-16
1000 SHS LULULEMON ATHLETICA   2011-12-01 2013-12-16
200 SHS MONSANTO CO   2012-04-04 2013-11-26
200 SHS PANERA BREAD CO CL-A   2011-08-05 2013-08-21
300 SHS PANERA BREAD CO CL-A   2011-08-05 2013-09-06
1000 SHS QUALCOMM   2011-07-20 2013-08-09
1000 SHS QUALCOMM   2011-08-17 2013-08-09
500 SHS QUALCOMM   2011-08-17 2013-08-21
400 SHS QUALCOMM   2010-11-22 2013-11-26
500 SHS QUALCOMM   2011-08-17 2013-11-26
400 SHS QUALCOMM   2010-11-11 2013-12-18
600 SHS QUALCOMM   2010-11-22 2013-12-18
100 SHS RALPH LAUREN CORP   2011-10-24 2013-01-22
1000 SHS TENCENT HOLDINGS LIMITED CMN   2011-08-30 2013-08-22
6000 SHS BANK OF AMERICA   2012-11-12 2013-11-20
6000 SHS BANK OF AMERICA   2012-11-12 2013-11-26
1000 SHS CTRIP.COM   2012-10-17 2013-12-11
3000 SHS HANG LUNG GROUP LTD CMN   2011-08-10 2013-08-22
10000 SHS HANG LUNG GROUP LTD CMN   2011-08-30 2013-08-22
2000 SHS HANG LUNG GROUP LTD CMN   2011-10-28 2013-08-22
440 SHS HANG LUNG GROUP LTD CMN   2011-08-10 2013-11-07
10000 SHS HANG LUNG GROUP LTD CMN   2011-08-24 2013-11-07
2000 SHS MERCK & CO   2012-07-24 2013-08-09
300 SHS MONSANTO CO   2012-08-09 2013-11-26
200 SHS PANERA BREAD CO CL-A   2011-08-03 2013-08-14
200 SHS PANERA BREAD CO CL-A   2011-08-03 2013-08-21
1000 SHS ROBERT HALF INT'L INC   2012-11-05 2013-11-26
1000 SHS ROBERT HALF INT'L INC   2012-11-07 2013-11-26
100 SHS SALESFORCE COM INC CMN   2011-08-02 2013-01-28
1000 SHS TENCENT HOLDINGS LIMITED CMN   2011-10-28 2013-08-22
300 SHS VISA INC. CMN CLASS A   2011-12-29 2013-07-31
300 SHS VMWARE   2011-08-09 2013-02-19
950 SHS VMWARE   2011-09-08 2013-02-19
50 SHS APPLE INC   2013-01-02 2013-01-22
200 SHS APPLE INC   2012-12-31 2013-07-31
100 SHS APPLE INC   2012-12-31 2013-07-31
150 SHS APPLE INC   2013-01-02 2013-07-31
500 SHS AUTODESK   2013-02-20 2013-10-28
1000 SHS AUTODESK   2013-03-21 2013-10-28
500 SHS AUTODESK   2013-02-20 2013-11-05
1000 SHS AUTODESK   2013-04-08 2013-11-05
3000 SHS BANK OF AMERICA   2012-11-12 2013-10-29
2000 SHS BANK OF AMERICA   2012-12-31 2013-10-29
5000 SHS BANK OF AMERICA   2012-12-31 2013-10-29
600 SHS BOEING CO   2013-06-07 2013-11-26
300 SHS COACH   2012-10-16 2013-01-04
400 SHS COACH   2012-11-19 2013-01-04
200 SHS COACH   2012-10-16 2013-01-22
800 SHS COACH   2012-07-31 2013-02-14
700 SHS COACH   2012-10-16 2013-02-14
2000 SHS CTRIP.COM   2012-11-02 2013-02-14
1000 SHS CTRIP.COM   2012-11-07 2013-02-14
1000 SHS CTRIP.COM   2012-10-17 2013-03-18
2000 SHS CTRIP.COM   2012-10-24 2013-03-18
1000 SHS CTRIP.COM   2012-11-07 2013-03-18
2000 SHS DOLLAR TREE INC. CMN   2013-06-07 2013-08-14
700 SHS DOLLAR TREE INC. CMN   2013-02-01 2013-08-16
1000 SHS EAST WEST BANCORP   2013-02-01 2013-11-06
500 SHS EVERCORE PARTNERS, INC. CMN CL   2013-02-01 2013-11-05
500 SHS EVERCORE PARTNERS, INC. CMN CL   2013-07-31 2013-11-05
400 SHS EXPRESS SCRIPTS INC   2013-07-30 2013-11-26
1000 SHS FEDEX   2012-11-17 2013-03-20
500 SHS FEDEX   2013-02-13 2013-03-20
1000 SHS FEDEX   2012-11-12 2013-05-13
1000 SHS FORD MOTOR CO   2012-12-31 2013-01-28
4000 SHS FORD MOTOR CO   2013-01-03 2013-01-28
3000 SHS FORD MOTOR CO   2013-04-24 2013-08-16
1000 SHS FORD MOTOR CO   2012-12-27 2013-11-06
2000 SHS FORD MOTOR CO   2012-12-28 2013-11-06
4000 SHS FORD MOTOR CO   2012-12-31 2013-11-06
2000 SHS FORD MOTOR CO   2012-12-31 2013-11-06
1000 SHS FORD MOTOR CO   2013-04-24 2013-11-06
2000 SHS GENERAL ELECTRIC   2012-09-10 2013-01-09
2000 SHS GENERAL ELECTRIC   2012-09-10 2013-08-13
2000 SHS GLAXOSMITHKLINE   2013-06-14 2013-12-18
100 SHS GOOGLE   2012-10-24 2013-01-14
10000 SHS HANG LUNG PROPERTIES   2012-10-19 2013-08-22
1200 SHS HOME DEPOT   2012-10-31 2013-01-09
800 SHS HOME DEPOT   2012-11-07 2013-01-09
600 SHS HOME DEPOT   2012-11-07 2013-05-13
1200 SHS HOME DEPOT   2012-10-31 2013-08-21
600 SHS HOME DEPOT   2012-11-07 2013-08-21
2000 SHS ISHARES CHINA   2012-12-19 2013-03-18
1000 SHS ISHARES CHINA   2012-12-27 2013-03-18
2000 SHS ISHARES CHINA   2013-02-01 2013-03-18
3000 SHS ISHARES CHINA   2012-12-17 2013-07-29
500 SHS ISHARES CHINA   2012-12-21 2013-07-29
2000 SHS ISHARES CHINA   2013-08-14 2013-10-28
3000 SHS ISHARES CHINA   2013-09-09 2013-10-28
5000 SHS ISHARES JAPAN   2013-02-20 2013-03-18
5000 SHS ISHARES JAPAN   2013-02-22 2013-08-16
5000 SHS ISHARES JAPAN   2013-04-16 2013-08-16
15000 SHS ISHARES JAPAN   2013-05-07 2013-08-16
2000 SHS JOY GLOBAL INC   2012-11-12 2013-08-02
500 SHS JOY GLOBAL INC   2013-03-04 2013-08-02
2000 SHS JPMORGAN CHASE   2012-11-02 2013-03-18
500 SHS JPMORGAN CHASE   2012-11-08 2013-03-18
1500 SHS JPMORGAN CHASE   2012-08-21 2013-08-19
1000 SHS JPMORGAN CHASE   2012-09-07 2013-08-19
1500 SHS JPMORGAN CHASE   2012-11-08 2013-08-19
700 SHS JPMORGAN CHASE   2012-08-21 2013-08-21
2000 SHS KB HOME   2013-03-21 2013-09-05
1000 SHS KB HOME   2013-03-21 2013-09-05
3000 SHS KB HOME   2013-03-22 2013-09-05
3000 SHS KB HOME   2013-05-08 2013-09-05
300 SHS LULULEMON ATHLETICA   2012-11-19 2013-01-04
1000 SHS LULULEMON ATHLETICA   2013-05-13 2013-09-12
500 SHS LULULEMON ATHLETICA   2013-07-29 2013-12-16
1000 SHS LULULEMON ATHLETICA   2013-10-29 2013-12-16
200 SHS LVMH MOET HENNESSY LOUIS VUITTON   2013-08-16 2013-12-19
1500 SHS MERCK & CO   2012-07-24 2013-01-04
700 SHS MICHAEL KORS HLDGS   2012-09-07 2013-01-04
700 SHS MICHAEL KORS HLDGS   2012-10-16 2013-01-04
300 SHS MICHAEL KORS HLDGS   2012-11-01 2013-01-04
300 SHS MICHAEL KORS HLDGS   2012-11-07 2013-01-04
500 SHS MICHAEL KORS HLDGS   2012-11-07 2013-01-09
200 SHS MICHAEL KORS HLDGS   2012-11-07 2013-01-28
100 SHS MICHAEL KORS HLDGS   2012-11-19 2013-01-28
200 SHS MONSANTO CO   2012-08-09 2013-01-28
200 SHS NETFLIX   2013-10-10 2013-11-26
1000 SHS NIKE   2012-03-30 2013-01-28
5000 SHS NOKIA   2012-12-31 2013-03-18
15000 SHS NOKIA   2013-01-03 2013-03-18
300 SHS PANERA BREAD CO CL-A   2012-11-07 2013-01-09
100 SHS PANERA BREAD CO CL-A   2012-11-07 2013-08-14
300 SHS PANERA BREAD CO CL-A   2013-04-24 2013-08-14
1700 SHS POTASH   2012-08-14 2013-01-28
300 SHS POTASH   2012-09-07 2013-01-28
700 SHS POTASH   2012-09-07 2013-07-31
300 SHS POTASH   2013-02-13 2013-07-31
1700 SHS POTASH   2013-02-13 2013-08-09
200 SHS PRECISION CASTPARTS CORP   2012-12-21 2013-01-09
50 SHS PRICELINE.COM INCORPORATED NEW   2013-10-10 2013-10-28
50 SHS PRICELINE.COM INCORPORATED NEW   2013-07-31 2013-11-05
50 SHS PRICELINE.COM INCORPORATED NEW   2013-10-10 2013-11-05
40 SHS PRICELINE.COM INCORPORATED NEW   2013-04-16 2013-11-06
10 SHS PRICELINE.COM INCORPORATED NEW   2013-07-31 2013-11-06
1000 SHS QUALCOMM   2012-11-08 2013-08-09
100 SHS RALPH LAUREN CORP   2012-10-24 2013-01-22
1000 SHS ROBERT HALF INT'L INC   2013-07-05 2013-11-26
1000 SHS SALESFORCE COM INC CMN   2013-10-31 2013-11-26
500 SHS SAP AG   2012-09-14 2013-08-21
200 SHS SAP AG   2012-11-16 2013-08-21
300 SHS SAP AG   2013-02-19 2013-08-21
1000 SHS SPDR S&P ETF TRUST   2013-10-10 2013-10-24
1000 SHS SPDR S&P ETF TRUST   2013-10-10 2013-10-25
1000 SHS SPDR S&P ETF TRUST   2013-10-10 2013-10-25
100 SHS TESLA MOTORS   2013-10-10 2013-11-05
1000 SHS THERMO FISHER CORP   2013-11-01 2013-11-26
300 SHS TOYOTA MOTOR CORP   2013-02-13 2013-11-05
200 SHS TOYOTA MOTOR CORP   2013-02-01 2013-11-26
400 SHS TOYOTA MOTOR CORP   2013-02-13 2013-11-26
300 SHS TOYOTA MOTOR CORP   2013-01-29 2013-12-19
300 SHS TOYOTA MOTOR CORP   2013-02-01 2013-12-19
500 SHS TOYOTA MOTOR CORP   2013-01-08 2013-12-20
500 SHS TOYOTA MOTOR CORP   2013-01-09 2013-12-20
200 SHS TOYOTA MOTOR CORP   2013-01-29 2013-12-20
200 SHS VMWARE   2012-06-18 2013-02-19
100 SHS VMWARE   2013-01-29 2013-02-19
1000 SHS YUM BRANDS   2012-10-18 2013-02-05
1000 SHS YUM BRANDS   2012-11-07 2013-02-05
1000 SHS YUM BRANDS   2012-10-22 2013-10-21
300 SHS YUM BRANDS   2012-10-24 2013-10-21
700 SHS YUM BRANDS   2012-11-01 2013-10-21
300 SHS AMAZON   2012-06-18 2013-01-28
500 SHS BAIDU.COM, INC. SPONSORED ADR   2012-03-23 2013-02-05
150 SHS GOOGLE   2012-04-12 2013-01-14
500 SHS SPDR GOLD TR   2012-08-21 2013-04-16
250 SHS SPDR GOLD TR   2012-08-23 2013-04-16
SPDR GOLD TRUST   2012-08-21 2013-01-07
SPDR GOLD TRUST   2012-08-21 2013-02-21
SPDR GOLD TRUST   2012-08-23 2013-03-12
SPDR GOLD TRUST   2012-08-23 2013-04-09
30143.888 SHS MW GAVEKAL GREATER CHINA FUND CLASS A USD     2013-09-19
FOCUS MEDIA CLASS ACTION SETTLEMENT P   2013-06-25
CIT GROUP CLASS ACTION SETTLEMENT P   2013-09-17
CAPITAL GAINS DIVIDENDS P    
(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 2,925,000   565,832 2,359,168
b 21,715   19,200 2,515
c 69,488   58,786 10,702
d 53,394   43,778 9,616
e 4,767   7,899 -3,132
14,302   21,096 -6,794
13,797   21,083 -7,286
78,183   119,544 -41,361
31,625   49,194 -17,569
6,091   5,278 813
12,944   11,212 1,732
41,876   46,283 -4,407
50,499   31,275 19,224
33,329   21,764 11,565
14,816   10,358 4,458
51,229   34,965 16,264
146,369   100,636 45,733
95,140   67,328 27,812
38,065   24,975 13,090
14,368   11,291 3,077
35,475   26,992 8,483
13,238   10,797 2,441
17,363   16,195 1,168
57,876   44,253 13,623
22,708   16,446 6,262
34,278   21,358 12,920
49,739   32,037 17,702
66,248   58,730 7,518
66,248   50,900 15,348
33,399   25,450 7,949
29,259   19,124 10,135
36,574   25,450 11,124
29,063   19,088 9,975
43,595   28,685 14,910
16,504   15,764 740
45,661   23,514 22,147
90,538   56,760 33,778
94,858   56,760 38,098
47,856   18,503 29,353
14,740   17,600 -2,860
49,134   58,723 -9,589
9,827   12,281 -2,454
2,357   2,581 -224
53,566   57,116 -3,550
96,860   86,188 10,672
34,063   26,565 7,498
34,743   22,260 12,483
34,278   22,260 12,018
38,031   27,643 10,388
38,031   27,435 10,596
17,453   14,469 2,984
45,661   24,575 21,086
53,766   30,953 22,813
22,041   25,922 -3,881
69,795   88,663 -18,868
25,131   27,140 -2,009
90,574   106,745 -16,171
45,287   52,515 -7,228
67,930   81,419 -13,489
19,795   19,675 120
39,590   41,172 -1,582
20,821   19,675 1,146
41,641   38,334 3,307
42,210   28,380 13,830
28,140   23,260 4,880
70,349   57,439 12,910
80,813   61,464 19,349
16,647   16,787 -140
22,196   22,438 -242
12,116   11,191 925
38,559   40,936 -2,377
33,739   39,169 -5,430
41,818   41,355 463
20,909   19,892 1,017
19,710   18,503 1,207
39,420   39,755 -335
19,710   19,892 -182
106,452   99,567 6,885
35,349   28,161 7,188
33,525   23,810 9,715
25,610   19,228 6,382
25,610   23,711 1,899
27,124   26,019 1,105
100,716   91,047 9,669
50,358   53,110 -2,752
99,271   90,251 9,020
13,130   13,030 100
52,521   54,039 -1,518
48,719   40,289 8,430
16,851   12,720 4,131
33,701   25,540 8,161
67,402   52,120 15,282
33,701   25,720 7,981
16,851   13,430 3,421
41,819   43,280 -1,461
48,344   43,280 5,064
102,118   105,172 -3,054
72,329   68,671 3,658
30,943   34,379 -3,436
75,635   75,660 -25
50,423   49,840 583
45,978   37,380 8,598
88,893   73,860 15,033
44,447   37,380 7,067
73,599   79,080 -5,481
36,800   39,630 -2,830
73,599   83,900 -10,301
102,748   118,110 -15,362
17,125   19,580 -2,455
73,260   73,079 181
109,890   113,669 -3,779
52,555   51,098 1,457
56,550   50,700 5,850
56,550   56,950 -400
169,649   176,700 -7,051
100,796   115,748 -14,952
25,199   30,050 -4,851
98,778   86,100 12,678
24,695   20,420 4,275
78,446   57,795 20,651
52,297   39,420 12,877
78,446   61,260 17,186
36,358   26,971 9,387
31,610   44,520 -12,910
15,805   22,250 -6,445
47,415   66,330 -18,915
47,415   71,805 -24,390
21,552   21,048 504
64,868   80,442 -15,574
28,938   34,274 -5,336
57,876   73,240 -15,364
7,076   7,495 -419
63,014   64,641 -1,627
36,455   38,738 -2,283
36,455   38,367 -1,912
15,624   16,631 -1,007
15,624   16,440 -816
26,645   27,401 -756
11,492   10,960 532
5,746   5,110 636
20,638   17,710 2,928
70,671   60,803 9,868
53,979   54,390 -411
16,533   19,850 -3,317
49,598   62,850 -13,252
49,754   50,072 -318
17,372   16,691 681
52,115   53,169 -1,054
72,819   73,128 -309
12,850   12,862 -12
20,846   30,012 -9,166
8,934   12,615 -3,681
51,405   71,485 -20,080
37,578   37,616 -38
53,261   50,686 2,575
54,230   44,144 10,086
54,230   50,686 3,544
42,149   28,891 13,258
10,537   8,829 1,708
66,248   62,060 4,188
16,504   15,647 857
38,031   31,860 6,171
52,371   53,658 -1,287
37,676   36,155 1,521
15,070   14,289 781
22,606   24,135 -1,529
174,997   168,100 6,897
175,467   168,100 7,367
175,498   168,100 7,398
17,745   17,128 617
101,927   98,409 3,518
38,643   31,416 7,227
24,961   19,632 5,329
49,923   41,888 8,035
35,580   28,707 6,873
35,580   29,448 6,132
59,267   46,810 12,457
59,267   47,815 11,452
23,707   19,138 4,569
14,694   19,968 -5,274
7,347   7,795 -448
61,421   72,150 -10,729
61,421   72,170 -10,749
66,727   69,937 -3,210
20,018   21,151 -1,133
46,709   49,937 -3,228
80,092   66,609 13,483
47,673   72,225 -24,552
108,494   80,680 27,814
66,349   79,455 -13,106
33,174   40,508 -7,334
39     39
41     41
40     40
41     41
2,920,928   2,920,928 0
20     20
1,062     1,062
482,146     482,146
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       2,359,168
b       2,515
c       10,702
d       9,616
e       -3,132
      -6,794
      -7,286
      -41,361
      -17,569
      813
      1,732
      -4,407
      19,224
      11,565
      4,458
      16,264
      45,733
      27,812
      13,090
      3,077
      8,483
      2,441
      1,168
      13,623
      6,262
      12,920
      17,702
      7,518
      15,348
      7,949
      10,135
      11,124
      9,975
      14,910
      740
      22,147
      33,778
      38,098
      29,353
      -2,860
      -9,589
      -2,454
      -224
      -3,550
      10,672
      7,498
      12,483
      12,018
      10,388
      10,596
      2,984
      21,086
      22,813
      -3,881
      -18,868
      -2,009
      -16,171
      -7,228
      -13,489
      120
      -1,582
      1,146
      3,307
      13,830
      4,880
      12,910
      19,349
      -140
      -242
      925
      -2,377
      -5,430
      463
      1,017
      1,207
      -335
      -182
      6,885
      7,188
      9,715
      6,382
      1,899
      1,105
      9,669
      -2,752
      9,020
      100
      -1,518
      8,430
      4,131
      8,161
      15,282
      7,981
      3,421
      -1,461
      5,064
      -3,054
      3,658
      -3,436
      -25
      583
      8,598
      15,033
      7,067
      -5,481
      -2,830
      -10,301
      -15,362
      -2,455
      181
      -3,779
      1,457
      5,850
      -400
      -7,051
      -14,952
      -4,851
      12,678
      4,275
      20,651
      12,877
      17,186
      9,387
      -12,910
      -6,445
      -18,915
      -24,390
      504
      -15,574
      -5,336
      -15,364
      -419
      -1,627
      -2,283
      -1,912
      -1,007
      -816
      -756
      532
      636
      2,928
      9,868
      -411
      -3,317
      -13,252
      -318
      681
      -1,054
      -309
      -12
      -9,166
      -3,681
      -20,080
      -38
      2,575
      10,086
      3,544
      13,258
      1,708
      4,188
      857
      6,171
      -1,287
      1,521
      781
      -1,529
      6,897
      7,367
      7,398
      617
      3,518
      7,227
      5,329
      8,035
      6,873
      6,132
      12,457
      11,452
      4,569
      -5,274
      -448
      -10,729
      -10,749
      -3,210
      -1,133
      -3,228
      13,483
      -24,552
      27,814
      -13,106
      -7,334
      39
      41
      40
      41
      0
      20
      1,062
      482,146
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 3,362,605
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
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 5,698,233 31,012,318 0.183741
2011 2,246,007 19,518,342 0.115072
2010 2,387,369 12,445,953 0.191819
2009 2,035,716 12,159,872 0.167413
2008 949,818 18,820,504 0.050467
2 Total of line 1, column (d) ...................... 2 0.708512
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.141702
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 28,402,610
5 Multiply line 4 by line 3....................... 5 4,024,707
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 34,461
7 Add lines 5 and 6......................... 7 4,059,168
8 Enter qualifying distributions from Part XII, line 4.............. 8 5,438,964
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 34,461
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 34,461
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 34,461
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 69,004
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 69,004
8 Enter any penalty for underpayment of estimated tax. 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 34,543
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet34,543 RefundedBullet 11 0
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 page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletNY
    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 2013 or the taxable year beginning in 2013 (see 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
    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 ofbulletTHE SHORELAND FOUNDATION Telephone no.bullet (631) 351-0961
    Located atbullet38 CAMEL HOLLOW ROADLLOYD HARBORNY ZIP+4bullet11743
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, 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?
    16Yes  
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bulletEI
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    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 page 20 of the 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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 2013 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 2013.)....................
    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 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (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 509(a)(1), (2), or (3), or section 4940(d)(2)? (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
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    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
    ANTHONY W WANG VICE PRESIDENT
    1.00     		0 0 0
    38 CAMEL HOLLOW ROAD
    LLOYD HARBOR,NY11743
    LULU C WANG PRESIDENT
    2.00     		0 0 0
    38 CAMEL HOLLOW ROAD
    LLOYD HARBOR,NY11743
    CAROL-ANN MEALEY SECRETARY
    5.00     		0 0 0
    38 CAMEL HOLLOW ROAD
    LLOYD HARBOR,NY11743
    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
    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  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    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 page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    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
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,420,131
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    34,461
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    34,461
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,385,670
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,385,670
    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
    1,385,670
    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
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 1,385,670
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 14,790,341
    b From 2009....... 8,793
    c From 2010....... 1,787,155
    d From 2011....... 1,419,457
    e From 2012....... 4,208,771
    fTotal of lines 3a through e......... 22,214,517
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 5,438,964
    a Applied to 2012, 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 2013 distributable amount..... 1,385,670
    e Remaining amount distributed out of corpus 4,053,294
    5 Excess distributions carryover applied to 2013. 0 0
    (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 26,267,811
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		14,790,341
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		11,477,470
    10 Analysis of line 9:
    a Excess from 2009.... 8,793
    b Excess from 2010.... 1,787,155
    c Excess from 2011.... 1,419,457
    d Excess from 2012.... 4,208,771
    e Excess from 2013.... 4,053,294
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 organization 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).)
    ANTHONY W WANG
    LULU C WANG
    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 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 (2013)
    Form 990-PF (2013)
    Page 10
    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
    ALVIN AILEY AMERICAN DANCE THEATRE
    405 WEST 55TH STREET
    NEW YORK,NY100194402     		NONE EXEMPT GENERAL PROGAM 3,000
    ALZHEIMER ASSOCIATION
    360 LEXINGTON AVENUE 4TH FL
    NEW YORK,NY10017     		NONE EXEMPT GENERAL PROGRAM 1,000
    ARCHIVES OF AMERICAN ART
    PO BOX 17174
    BALTIMORE,MD21203     		NONE EXEMPT GENERAL PROGRAM 3,000
    ASIA SOCIETY WASHINGTON DC
    725 PARK AVENUE
    NEW YORK,NY10021     		NONE EXEMPT GENERAL PROGRAM 5,500
    ASIA SOCIETY
    725 PARK AVENUE
    NEW YORK,NY10021     		NONE EXEMPT GENERAL PROGRAM 308,450
    ASIAN PERFORMING ARTS COUNCIL (APAC)
    150 COLUMBUS AVE SUITE 18D
    NEW YORK,NY10023     		NONE EXEMPT GENERAL PROGRAM 1,400
    CAHPT
    69 EAST 93RD STREET
    NEW YORK,NY10128     		NONE EXEMPT GENERAL PROGRAM 5,000
    CDRF GLOBAL
    1776 WILSON BLVD SUITE 300
    ARLINGTON,VA22209     		NONE EXEMPT GENERAL PROGRAM 15,000
    CENTER FOR EDUCATIONAL INNOVATION - PUBLIC EDUCATION ASSOCIATION (CEI-PEA)
    28 WEST 44TH STREET
    NEW YORK,NY100366600     		NONE EXEMPT GENERAL PROGRAM 5,000
    COLD SPRING HARBOR FD
    2 MAIN STREET
    COLD SPRING HARBOR,NY11724     		NONE EXEMPT GENERAL PROGRAM 100
    COLUMBIA UNIVERSITY - BUSINESS SCHOOL
    33 WEST 60TH STREET 7TH FLOOR
    NEW YORK,NY10023     		NONE EXEMPT GENERAL PROGRAM 25,000
    COLUMBIA UNIVERSITY
    116TH STREET
    NEW YORK,NY10027     		NONE EXEMPT GENERAL PROGRAM 48,500
    COMMITTEE OF 100 (C100)
    677 FIFTH AVENUE 5TH FLOOR
    NEW YORK,NY10022     		NONE EXEMPT GENERAL PROGRAM 49,110
    COMMUNITY CHURCH OF GREAT NECK
    2 STONER AVENUE
    GREAT NECK,NY11021     		NONE EXEMPT GENERAL PROGRAM 1,000
    COMMUNITY FUNDS INC
    THE NEW YORK COMMUNITY TRUST 909
    3RD AVENUE 22ND FLOOR
    NEW YORK,NY10022     		NONE EXEMPT GENERAL PROGRAM 10,000
    DEA EDUCATIONAL FOUNDATION
    2020 PENNSYLVANIA AVE NW SUITE 165
    WASHINGTON,DC20006     		NONE EXEMPT GENERAL PROGRAM 2,500
    HARVARD BUSINESS SCHOOL CLUB OF NEW YORK (HBSCNY)
    350 5TH AVE 4811
    NEW YORK,NY10118     		NONE EXEMPT GENERAL PROGRAM 1,700
    HARVEY & LINDA SALIGMAN MULTIPLE MYELOMA RESEARCH FUND
    WASHING UNIVERSITY 1 BROOKINGS DR
    ST LOUIS,MO631304899     		NONE EXEMPT GENERAL PROGRAM 500
    IWHC
    333 7TH AVENUE 6TH FLOOR
    NEW YORK,NY10001     		NONE EXEMPT GENERAL PROGRAM 5,000
    IWMF COURAGE IN JOURNALISM
    215 PARK AVENUE SOUTH SUITE 2014
    NEW YORK,NY10003     		NONE EXEMPT GENERAL PROGRAM 1,500
    MADISON SQUARE BOYS AND GIRLS
    317 MADISON AVENUE STE 1110
    NEW YORK,NY10017     		NONE EXEMPT GENERAL PROGRAM 1,000
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY10028     		NONE EXEMPT GENERAL PROGRAM 762,104
    MINNESOTA COALITION FOR BATTERED WOMEN
    60 EAST PLATO BLVD SUITE 130
    ST PAUL,MN55107     		NONE EXEMPT GENERAL PROGRAM 1,000
    MUSEUM OF CHINESE IN AMERICA
    70 MULBERRY ST
    NEW YORK,NY10013     		NONE EXEMPT GENERAL PROGRAM 47,500
    NATIONAL MS SOCIETY LI CHAPTER
    400 MARCUS AVENUE 100
    MELVILLE,NY11747     		NONE EXEMPT GENERAL PROGRAM 500
    NEW YORK HISTORICAL SOCIETY
    170 CENTRAL PARK WEST 77TH ST
    NEW YORK,NY10024     		NONE EXEMPT GENERAL PROGRAM 1,000
    NEW YORK PHILHARMONIC
    AVERY FISHER HALL 10 LINCOLN PLAZA
    NEW YORK,NY10023     		NONE EXEMPT GENERAL PROGRAM 1,000
    NEW YORK PRESBYTERIAN HOSPITAL
    654 WEST 170TH STREET
    NEW YORK,NY10032     		NONE EXEMPT GENERAL PROGRAM 3,000
    NEW YORK PUBLIC LIBRARY
    FIFTH AVEUNE AND 42ND ST
    NEW YORK,NY10018     		NONE EXEMPT GENERAL PROGRAM 1,380
    NEW YORK PUBLIC RADIO
    160 VARICK STREET
    NEW YORK,NY10013     		NONE EXEMPT GENERAL PROGRAM 82,000
    NYU MELANOMA RESEARCH
    25 WEST 4TH STREET 4TH FL
    NEW YORK,NY100121119     		NONE EXEMPT GENERAL PROGRAM 2,000
    PARENTS AND SCIENCE ROCKEFELLER UNIVERSITY
    1230 YORK AVENUE
    NEW YORK,NY10021     		NONE EXEMPT GENERAL PROGRAM 50,000
    ROCKEFELLER UNIVERSITY
    1230 YORK AVENUE
    NEW YORK,NY10021     		NONE EXEMPT GENERAL PROGRAM 605,000
    SEATTLE ART MUSEUM
    1300 FIRST AVENUE
    SEATTLE,WA98101     		NONE EXEMPT GENERAL PROGRAM 1,000
    SLE LUPUS FOUNDATION
    330 7TH AVENUE SUITE 1701
    NEW YORK,NY10001     		NONE EXEMPT GENERAL PROGRAM 1,000
    THE COLONIAL WILLIAMSBURG FOUNDATION
    P O BOX 1776
    WILLIAMSBURG,VA231871776     		NONE EXEMPT GENERAL PROGRAM 7,500
    THE EDUCATION FUND OF THE WOMEN'S FORUM
    55 WEST 39TH STREET SUITE 12N
    NEW YORK,NY10018     		NONE EXEMPT GENERAL PROGRAM 3,500
    THE HUNTINGTON HISTORICAL SOCIETY
    209 MAIN STREET
    HUNTINGTON,NY117436993     		NONE EXEMPT GENERAL PROGRAM 1,000
    VISITING NURSE SERVICE NY (VNSNY)
    107 EAST 70TH STREET
    NEW YORK,NY10021     		NONE EXEMPT GENERAL PROGRAM 1,000
    WASHINTON WOMEN IN NEED
    700 108TH AVENUE NE SUITE 207
    BELLEVUE,WA98004     		NONE EXEMPT GENERAL PROGRAM 1,000
    WELLESLEY COLLEGE
    106 CENTRAL STREET
    WELLESLEY,MA02481     		NONE EXEMPT GENERAL PROGRAM 217,000
    WINTERTHUR
    WINTERTHUR MUSEUM COUNTRY ESTATE
    WINTERTHUR,DE19735     		NONE EXEMPT GENERAL PROGRAM 7,500
    WOODROW WILSON INT'L CENTER FOR SCHOLARS
    1300 PENNSYLVANIA AVE NW
    WASHINGTON,DC200043027     		NONE EXEMPT GENERAL PROGRAM 1,000
    YALE UNIVERSITY
    PO BOX 208271
    NEW HAVEN,CT06520     		NONE EXEMPT GENERAL PROGRAM 3,100,000
    Total .................................bullet 3a 5,391,244
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    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 41  
    4 Dividends and interest from securities....     14 212,092  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,003,437 2,359,168
    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 1,215,570 2,359,168
    13Total. Add line 12, columns (b), (d), and (e)..................
    133,574,738
    (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.)
    8 INVESTMENT INCOME PROCEEDS ARE USED TO ENHANCE GRANTS
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    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) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    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) of the Code (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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    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 Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    THE SHORELAND FOUNDATION
     
    Employer identification number

    11-3241828
    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 is not covered by the General Rule and/or the Special Rules does not 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 does not 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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    THE SHORELAND FOUNDATION
          		Employer identification number

    11-3241828
    Part I
    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
     
     

    LULU WANG  
    38 CAMEL HOLLOW ROAD
     
    LLOYD HARBOR, NY11743

    		$2,608,652


    (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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    THE SHORELAND FOUNDATION
          		Employer identification number

    11-3241828
    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
    1
    		 30,143.888 SHARES MW GAVEKAL GREATER CHINA FUND CLASS A USD $2,608,652 2013-07-01
    (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) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    THE SHORELAND FOUNDATION
          		Employer identification number

    11-3241828
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. 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) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    THE SHORELAND FOUNDATION
    EIN: 11-3241828
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 29,768 5,954 0 23,814

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    TY 2013 AmortizationSchedule
    Name:
    THE SHORELAND FOUNDATION
    EIN: 11-3241828
    Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
    COMPUTER SOFTWARE 2010-11-12 2,940 2,123 36.000000000000 817 0 817 2,940

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE SHORELAND FOUNDATION
    EIN: 11-3241828
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1200 SHS ALEXION PHARMACEUTICALS 127,128 159,461
    1100 SHS AMAZON 278,275 438,669
    400 SHS APPLE INC 219,762 224,408
    3000 SHS AUTODESK 110,271 150,957
    1530 SHS BLACKROCK INC 324,880 484,199
    10000 SHS BLACKSTONE GROUP 280,546 315,000
    2400 SHS BOEING CO 189,602 327,576
    3000 SHS BRISTOL MYERS SQUIBB 131,251 159,450
    10000 SHS BURBURY GROUP PLC 251,295 251,087
    3120 SHS COGNIZANT TECH SOLUJTIONS CL-A 217,336 315,058
    3000 SHS CTRIP.COM 55,509 148,860
    2400 SHS CUMMINS 278,940 338,328
    6490 SHS EAST WEST BANCORP TOTAL 129,036 226,955
    6514 SHS EVERCORE PARTNERS, INC. CMN CL TOTAL 196,389 389,407
    4420 SHS EXPRESS SCRIPTS INC TOTAL 228,416 310,461
    600 SHS FAST RETAILING CO 200,688 247,917
    12400 SHS GENERAL ELECTRIC TOTAL 258,095 347,572
    350 SHS GOOGLE 279,742 392,249
    3000 SHS HALIBURTON 103,747 152,250
    1800 SHS HOME DEPOT 91,517 148,212
    4800 SHS HONEYWELL INT'L INC TOTAL 293,804 438,576
    10000 SHS INDUSTRI DE DISENO TEXTIL 1 288,635 330,200
    5900 SHS JOHNSON CONTROLS 255,058 302,670
    1100 SHS LINKEDIN CORP 241,931 238,513
    5800 SHS LVMH MOET HENNESSY LOUIS VUITTON 217,038 212,280
    5400 SHS MICHAEL KORS HLDGS 287,043 438,426
    2600 SHS MONSANTO CO 192,375 303,030
    900 SHS NETFLIX 253,789 331,353
    6000 SHS NIKE 342,979 471,840
    5000 SHS PENSKE AUTOMOTIVE 221,045 235,800
    8700 SHS PFIZER 193,327 266,481
    2252 SHS PRAXAIR INC COM 242,772 292,828
    1400 SHS PRECISION CASTPARTS CORP 230,267 377,020
    330 SHS PRICELINE.COM INCORPORATED NEW TOTAL 195,526 383,592
    4500 SHS QUIHOO 360 TECHNOLOGY 373,320 369,225
    2000 SHS RALPH LAUREN CORP 325,138 353,140
    4000 SHS ROBERT HALF INT'L INC 109,740 167,960
    2660 SHS ROCKWELL INT'L CORP NEW 185,314 314,306
    1800 SHS SAP AG 128,600 156,852
    6480 SHS SALESFORCE COM INC CMN 245,454 357,631
    9000 SHS SOFTBANK CORP 345,092 394,290
    5300 SHS SPLUNK 292,741 363,951
    5500 SHS STARBUCKS 263,159 431,145
    9000 SHS SWATCH GROUP 290,438 298,278
    7540 SHS TENCENT HOLDINGS LIMITED CMN 176,379 480,965
    600 SHS TESLA MOTORS 101,066 90,257
    3217 SHS THERMO FISHER CORP 211,961 358,213
    2435 SHS UNITED TECHNOLOGIES CORP COM 193,702 277,103
    1883 SHS VISA INC. CMN CLASS A 237,691 419,306
    6420 SHS WHOLE FOODS MARKET INC COM 218,510 371,269

    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE SHORELAND FOUNDATION
    EIN: 11-3241828
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LONGLEAF AT COST 3,788,313 4,365,635
    HARBOR FUND AT COST 3,425,723 5,739,968
    PRUDENTIAL AT COST 3,491,649 3,480,908

    TY 2013 LandEtcSchedule2
    Name:
    THE SHORELAND FOUNDATION
    EIN: 11-3241828
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTER SOFTWARE 2,940 2,940 0 0


    TY 2013 OtherAssetsSchedule
    Name:
    THE SHORELAND FOUNDATION
    EIN: 11-3241828
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DONATED AUTOS 1,517,088 1,252,507 5,550,000


    TY 2013 OtherExpensesSchedule
    Name:
    THE SHORELAND FOUNDATION
    EIN: 11-3241828
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEES 750 0 0 750
    INVESTMENT EXPENSE 723 723 0 0
    MISCELLANEOUS EXPENSE 23,165 0 0 23,156
    LOSS ON FOREIGN CURRENCY 846 846 0 0
    AMORTIZATION 817 0   0


    TY 2013 OtherIncreasesSchedule
    Name:
    THE SHORELAND FOUNDATION
    EIN: 11-3241828
    Description Amount
    DIFFERENCE BETWEEN FMV AND BASIS ON DONATIONS OF QUALIFIED APPRECIATED STOCK 516,783
    DIFF BETWEEN FMV AND DONOR BASIS ON QUALIFIED APPRECIATED STOCK REC'D & SOLD 312,276


    TY 2013 OtherLiabilitiesSchedule
    Name:
    THE SHORELAND FOUNDATION
    EIN: 11-3241828
    Description Beginning of Year - Book Value End of Year - Book Value
    LINE OF CREDIT 3,000,000 3,500,000


    TY 2013 TaxesSchedule
    Name:
    THE SHORELAND FOUNDATION
    EIN: 11-3241828
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 3,360 3,360 0 0
    EXCISE TAX 60,000 60,000 0 0
    FEDERAL UNRELATED BUSINESS INCOME TAX 30,000 30,000 0 0
    NYS UNRELATED BUSINESS INCOME TAX 5,000 5,000 0 0