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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
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$34,868,020J 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).............. 30,595
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 19 19  
4 Dividends and interest from securities...... 338,649 338,649  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,994,538
b Gross sales price for all assets on line 6a 13,091,002
7 Capital gain net income (from Part IV, line 2)... 1,994,538
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 2,547 2,547 0
12 Total. Add lines 1 through 11........ 2,366,348 2,335,753 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 18,562 3,712 0 14,850
c Other professional fees (attach schedule)....        
17 Interest............... 51,553 51,553 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 23,036 23,036 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 attachment 16,965 718 0 16,247
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 110,116 79,019 0 31,097
25 Contributions, gifts, grants paid........ 2,052,038 2,052,038
26 Total expenses and disbursements. Add lines 24 and 25 2,162,154 79,019 0 2,083,135
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 204,194
b Net investment income (if negative, enter -0-) 2,256,734
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 15,048 21,386 21,386
2 Savings and temporary cash investments.......... 166,719 25,028 25,028
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)      
b Investments—corporate stock (attach schedule)........ 11,106,319 Click to see attachment10,545,614 14,212,332
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)........... 10,705,685 Click to see attachment11,647,193 15,059,274
14 Land, buildings, and equipment: basis bullet2,940
Less: accumulated depreciation (attach schedule) bullet2,940      
15 Other assets (describe bullet) Click to see attachment1,252,507 Click to see attachment1,283,102 Click to see attachment5,550,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 23,246,278 23,522,323 34,868,020
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 attachment3,500,000 Click to see attachment3,500,000
23 Total liabilities (add lines 17 through 22).......... 3,500,000 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 19,746,278 20,022,323
30 Total net assets or fund balances (see instructions)...... 19,746,278 20,022,323
31 Total liabilities and net assets/fund balances (see instructions).. 23,246,278 23,522,323
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 19,746,278
2 Enter amount from Part I, line 27a..................... 2 204,194
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 71,851
4 Add lines 1, 2, and 3.......................... 4 20,022,323
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 20,022,323
Form 990-PF (2014)
Form 990-PF (2014)
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 BLACKSTONE GROUP P   2014-12-31
b LAZARD LIMITED LP P   2014-12-31
c WHOLE FOODS MARKET INC P   2014-12-31
d AMAZON COM INC P 2013-12-17 2014-05-08
e AMAZON COM INC P 2013-12-17 2014-06-03
BAIDU INC P 2014-03-04 2014-05-08
BAIDU INC P 2014-02-10 2014-06-03
BITAUTO HOLDINGS LTD P   2014-12-16
BLACKROCK INC P   2014-02-25
BOEING CO P 2013-06-07 2014-04-10
BRISTOL MYERS SQUIBB CO P 2014-01-27 2014-06-17
BRISTOL MYERS SQUIBB CO P   2014-06-19
BURBERRY GROUP PLC P 2013-10-24 2014-05-01
BURBERRY GROUP PLC P 2013-10-24 2014-08-04
BURBERRY GROUP PLC P   2014-08-05
BURBERRY GROUP PLC P   2014-10-14
CHIPOTLE MEXICAN GRILL P 2014-03-12 2014-06-03
COGNIZANT TECHNOLOGY SOLUTIONS P   2014-03-14
COGNIZANT TECHNOLOGY SOLUTIONS P 2013-08-02 2014-03-14
CUMMINS INC P   2014-10-27
EAST WEST BANCORP INC P 2014-05-19 2014-06-19
EVERCORE PARTNERS INC P   2014-07-28
EXPRESS SCRIPTS HOLDING CO P 2013-07-30 2014-03-31
FAST RETAILING CO LTD P 2013-11-27 2014-04-09
FAST RETAILING CO LTD P 2013-11-06 2014-05-02
FREEPORT_MCMORAN INC P   2014-09-05
FREEPORT_MCMORAN INC P   2014-09-12
GENERAL ELECTRIC CO P 2014-06-06 2014-07-18
GENERAL ELECTRIC CO P 2013-11-11 2014-10-10
GENERAL ELECTRIC CO P 2013-11-04 2014-10-30
GENERAL ELECTRIC CO P 2014-01-17 2014-12-16
HALLIBURTON CO P   2014-09-12
HALLIBURTON CO P   2014-09-22
HALLIBURTON CO P   2014-10-14
HALLIBURTON CO P 2014-01-13 2014-10-27
HONEYWELL INTERNATIONAL INC P 2014-06-06 2014-10-10
ILLUMINA INC P 2014-10-30 2014-12-31
INDUSTRIA DE DISENO TEXTIL P   2014-04-08
INDUSTRIA DE DISENO TEXTIL P   2014-10-02
INDUSTRIA DE DISENO TEXTIL P   2014-10-09
ISHARES FTSE/XINHUA CHINA P 2014-09-10 2014-10-03
ISHARES FTSE/XINHUA CHINA P 2014-09-10 2014-10-21
JOHNSON CONTROLS INC P   2014-10-02
KATE SPADE & CO P 2014-07-16 2014-10-14
KATE SPADE & CO P   2014-11-11
LINKEDIN CORP P 2013-12-19 2014-04-08
LINKEDIN CORP P   2014-04-10
LVMH MOET HENNESSY LOUIS VUITTON P   2014-01-07
LVMH MOET HENNESSY LOUIS VUITTON P   2014-01-17
MICHAEL KORS HOLDINGS LTD P 2013-05-13 2014-02-24
MICHAEL KORS HOLDINGS LTD P 2014-04-01 2014-05-08
MICHAEL KORS HOLDINGS LTD P 2014-04-01 2014-05-19
NETFLIX.COM INC P   2014-01-10
NETFLIX.COM INC P 2013-08-21 2014-01-13
NETFLIX.COM INC P 2013-08-22 2014-01-15
NIKE INC P 2013-10-10 2014-05-19
PENSKE AUTOMOTIVE GROUP INC P   2014-10-02
PRAXAIR INC P 2013-07-13 2014-02-04
QIHOO 360 TECHNOLOGY CO LTD P 2013-10-29 2014-01-03
QIHOO 360 TECHNOLOGY CO LTD P 2013-10-29 2014-06-03
QIHOO 360 TECHNOLOGY CO LTD P   2014-08-27
QIHOO 360 TECHNOLOGY CO LTD P   2014-09-05
QIHOO 360 TECHNOLOGY CO LTD P 2013-10-28 2014-09-19
RALPH LAUREN CORP P 2013-07-31 2014-01-16
RALPH LAUREN CORP P   2014-05-01
RALPH LAUREN CORP P 2013-11-11 2014-05-19
RALPH LAUREN CORP P 2013-11-11 2014-06-16
ROCKWELL AUTOMATION INC P 2014-01-10 2014-08-04
SALESFORCE.COM INC P 2013-10-31 2014-06-03
SCHLUMBERGER LTD P   2014-09-18
SCHLUMBERGER LTD P   2014-09-19
SCHLUMBERGER LTD P 2014-05-19 2014-10-03
SCHLUMBERGER LTD P   2014-10-14
SCHLUMBERGER LTD P   2014-10-27
SOFTBANK CORP P 2013-10-25 2014-03-14
SOFTBANK CORP P 2013-10-25 2014-06-17
SOFTBANK CORP P   2014-06-19
SOFTBANK CORP P   2014-08-29
SOFTBANK CORP P   2014-09-04
SPLUNK INC P 2013-10-31 2014-02-14
SPLUNK INC P 2013-10-10 2014-05-08
SPLUNK INC P 2013-08-09 1940-06-03
STARBUCKS CORP P 2013-10-31 2014-03-27
SWATCH GROUP P 2013-10-25 2014-01-03
SWATCH GROUP P 2013-10-25 2014-01-07
SWATCH GROUP P 2013-10-25 2014-01-13
SWATCH GROUP P   2014-02-04
TESLA MOTORS INC P   2014-02-05
TESLA MOTORS INC P 2014-10-03 2014-12-11
THERMO FISHER SCIENTIFIC INC P 2013-11-11 2014-04-10
UNITED TECHNOLOGIES CORP P 2014-01-10 2014-10-10
UNITED TECHNOLOGIES CORP P 2014-01-03 2014-10-21
VISA INC P 2013-10-31 2014-03-04
VISA INC P 2013-10-31 2014-04-08
WHOLE FOODS MARKET INC P 2014-08-18 2014-11-11
WISDOMTREE INDIA EARNINGS FUND P 2014-10-20 2014-11-04
WORKDAY INC P   2014-12-31
YAHOO INC P 2014-05-05 2014-06-03
YAHOO INC P 2014-05-05 2014-06-17
YAHOO INC P 2014-04-14 2014-06-19
YAHOO INC P 2014-04-14 2014-08-18
YUM BRANDS INC P 2014-07-17 2014-08-05
YUM BRANDS INC P 2014-04-14 2014-12-31
SOFTBANK CORP P 2013-10-28 2014-08-08
SWATCH GROUP P   2014-07-22
AMAZON COM INC P 2013-04-26 2014-06-03
AMAZON COM INC P 2013-04-26 2014-06-16
BLACKROCK INC P 2013-02-01 2014-02-25
BLACKROCK INC P 2012-10-17 2014-04-10
BOEING CO P 2013-02-01 2014-06-16
BOEING CO P   2014-08-08
BOEING CO P 2013-01-29 2014-10-30
CTRIP.COM INTERNATIONAL ADR P 2012-10-17 2014-01-17
CUMMINS INC P 2013-06-07 2014-10-27
EVERCORE PARTNERS INC P 2013-02-01 2014-07-28
EVERCORE PARTNERS INC P 2013-02-01 2014-08-04
GENERAL ELECTRIC CO P 2013-11-04 2014-12-16
GOOGLE INC CLASS A P 2013-07-31 2014-11-04
HALLIBURTON CO P 2012-09-10 2014-10-27
INDUSTRIA DE DISENO TEXTIL P 2013-08-16 2014-10-09
INDUSTRIA DE DISENO TEXTIL P   2014-10-14
JOHNSON CONTROLS INC P 2013-08-14 2014-10-02
JOHNSON CONTROLS INC P 2013-08-14 2014-10-14
JOHNSON CONTROLS INC P   2014-10-27
JOHNSON CONTROLS INC P 2013-08-16 2014-10-30
MICHAEL KORS HOLDINGS LTD P   2014-05-19
MICHAEL KORS HOLDINGS LTD P   2014-06-17
MICHAEL KORS HOLDINGS LTD P   2014-06-19
MICHAEL KORS HOLDINGS LTD P   2014-07-16
PRAXAIR INC P 2012-11-07 2014-02-04
PRECISION CASTPARTS CORP P   2014-10-02
PRECISION CASTPARTS CORP P   2014-10-23
RALPH LAUREN CORP P 2013-04-15 2014-05-01
RALPH LAUREN CORP P   2014-06-16
SAP AKTIENGESELLSCHAFT SPONS ADR P 2012-11-16 2014-02-04
STARBUCKS CORP P 2012-10-31 2014-05-08
THE PRICELINE GROUP INC P   2014-10-09
THE PRICELINE GROUP INC P 2012-11-02 2014-10-14
VISA INC P 2011-12-29 2014-04-08
VISA INC P 2011-12-29 2014-08-05
WHOLE FOODS MARKET INC P   2014-05-19
WHOLE FOODS MARKET INC P   2014-06-03
WHOLE FOODS MARKET INC P   2014-06-27
AMAZON COM INC P 2011-11-15 2014-06-16
AMAZON COM INC P 2011-11-15 2014-10-24
COGNIZANT TECHNOLOGY SOLUTIONS P 2011-11-02 2014-06-03
COGNIZANT TECHNOLOGY SOLUTIONS P 2011-11-02 2014-10-10
EVERCORE PARTNERS INC P 2012-03-19 2014-08-04
EVERCORE PARTNERS INC P 2012-03-19 2014-08-27
EVERCORE PARTNERS INC P   2014-09-08
EXPRESS SCRIPTS HOLDING CO P 2012-03-16 2014-03-31
EXPRESS SCRIPTS HOLDING CO P   2014-04-10
EXPRESS SCRIPTS HOLDING CO P 2012-03-20 2014-05-08
EXPRESS SCRIPTS HOLDING CO P 2012-03-20 2014-06-17
EXPRESS SCRIPTS HOLDING CO P   2014-11-04
MONSANTO CO P   2014-08-27
MONSANTO CO P   2014-08-28
MONSANTO CO P   2014-09-05
PFIZER INC P 2012-03-28 2014-07-17
PFIZER INC P   2014-09-08
PFIZER INC P 2012-04-10 2014-09-19
PFIZER INC P 2012-04-10 2014-11-11
RALPH LAUREN CORP P 2011-06-29 2014-06-16
THE PRICELINE GROUP INC P 2011-08-09 2014-10-14
WHOLE FOODS MARKET INC P 2013-02-13 2014-03-27
WHOLE FOODS MARKET INC P   2014-06-27
PRUDENTIAL NATURAL RESOURCE FUNDS P   2014-12-12
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 240,252   231,601 8,651
b 308,735   343,349 -34,614
c 52,592   48,375 4,217
d 28,830   38,787 -9,957
e 30,646   38,787 -8,141
45,088   51,788 -6,700
65,289   65,805 -516
227,795   226,074 1,721
119,901   122,988 -3,087
50,292   40,976 9,316
47,359   51,050 -3,691
47,809   47,400 409
50,181   50,517 -336
47,351   50,517 -3,166
71,559   75,361 -3,802
89,287   98,341 -9,054
27,394   29,219 -1,825
50,327   42,617 7,710
28,822   22,042 6,780
67,345   66,705 640
35,097   33,153 1,944
83,229   82,088 1,141
7,514   6,505 1,009
73,616   73,406 210
124,393   127,282 -2,889
104,698   105,450 -752
136,518   134,829 1,689
52,639   54,380 -1,741
24,380   26,980 -2,600
51,082   53,260 -2,178
49,459   53,060 -3,601
65,849   62,162 3,687
64,779   58,517 6,262
101,152   112,014 -10,862
37,044   35,348 1,696
26,678   28,551 -1,873
75,241   77,198 -1,957
150,306   151,685 -1,379
65,759   75,990 -10,231
32,708   37,345 -4,637
38,049   41,370 -3,321
38,429   41,370 -2,941
127,414   144,561 -17,147
50,959   76,217 -25,258
114,234   143,377 -29,143
101,779   132,024 -30,245
33,849   43,980 -10,131
69,059   74,939 -5,880
129,806   142,098 -12,292
29,579   18,537 11,042
27,471   28,471 -1,000
18,529   18,980 -451
132,707   118,411 14,296
68,549   54,413 14,136
99,595   80,964 18,631
74,296   73,392 904
102,867   113,179 -10,312
61,279   60,110 1,169
79,425   83,954 -4,529
17,061   16,791 270
178,832   172,431 6,401
86,573   82,014 4,559
60,692   65,206 -4,514
32,743   36,578 -3,835
30,321   35,545 -5,224
45,221   51,768 -6,547
15,284   17,256 -1,972
56,415   58,295 -1,880
51,120   53,658 -2,538
104,578   101,206 3,372
51,724   50,156 1,568
48,939   49,901 -962
182,422   196,811 -14,389
111,705   116,905 -5,200
38,904   38,575 329
55,199   57,863 -2,664
38,229   38,487 -258
35,819   38,303 -2,484
88,823   95,065 -6,242
80,784   62,405 18,379
46,867   59,261 -12,394
39,526   52,308 -12,782
73,315   79,550 -6,235
26,168   26,012 156
93,822   97,545 -3,723
31,284   32,515 -1,231
29,309   32,253 -2,944
104,803   101,066 3,737
41,688   50,625 -8,937
71,422   58,852 12,570
30,110   34,117 -4,007
50,694   56,635 -5,941
44,701   39,172 5,529
60,796   58,757 2,039
47,409   39,870 7,539
116,102   110,121 5,981
90,676   101,249 -10,573
34,619   36,881 -2,262
34,469   36,881 -2,412
34,600   33,290 1,310
167,156   133,159 33,997
34,959   40,386 -5,427
36,704   37,577 -873
66,783   76,798 -10,015
87,968   102,112 -14,144
30,646   25,611 5,035
32,683   25,611 7,072
59,951   47,284 12,667
60,468   38,001 22,467
6,622   3,742 2,880
113,407   71,014 42,393
123,444   73,870 49,574
120,921   55,509 65,412
67,345   59,287 8,058
27,743   19,228 8,515
48,582   38,457 10,125
24,730   26,630 -1,900
16,922   13,340 3,582
158,761   103,747 55,014
19,625   20,610 -985
110,243   116,340 -6,097
4,394   4,184 210
59,909   62,764 -2,855
86,324   82,905 3,419
41,174   36,795 4,379
74,115   49,246 24,869
88,571   59,576 28,995
44,616   27,891 16,725
226,448   131,793 94,655
61,279   54,725 6,554
102,209   80,779 21,430
112,212   84,438 27,774
45,481   52,073 -6,592
61,134   66,554 -5,420
135,693   128,600 7,093
69,401   45,972 23,429
111,050   69,340 41,710
63,062   39,007 24,055
40,531   20,635 19,896
42,076   20,635 21,441
37,739   31,068 6,671
37,578   30,121 7,457
54,166   41,833 12,333
16,341   10,945 5,396
115,007   87,557 27,450
19,215   13,887 5,328
22,134   17,359 4,775
48,582   29,209 19,373
25,294   14,605 10,689
175,977   94,890 81,087
30,055   21,739 8,316
73,081   53,808 19,273
40,080   31,799 8,281
70,008   52,998 17,010
101,697   61,568 40,129
115,860   77,569 38,291
115,327   72,302 43,025
68,476   42,503 25,973
31,089   22,390 8,699
117,957   88,869 29,088
60,621   44,361 16,260
51,425   37,707 13,718
76,418   65,364 11,054
63,062   30,769 32,293
50,112   48,375 1,737
23,214   11,600 11,614
298,853   521,016 -222,163
1,295,654     1,295,654
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       8,651
b       -34,614
c       4,217
d       -9,957
e       -8,141
      -6,700
      -516
      1,721
      -3,087
      9,316
      -3,691
      409
      -336
      -3,166
      -3,802
      -9,054
      -1,825
      7,710
      6,780
      640
      1,944
      1,141
      1,009
      210
      -2,889
      -752
      1,689
      -1,741
      -2,600
      -2,178
      -3,601
      3,687
      6,262
      -10,862
      1,696
      -1,873
      -1,957
      -1,379
      -10,231
      -4,637
      -3,321
      -2,941
      -17,147
      -25,258
      -29,143
      -30,245
      -10,131
      -5,880
      -12,292
      11,042
      -1,000
      -451
      14,296
      14,136
      18,631
      904
      -10,312
      1,169
      -4,529
      270
      6,401
      4,559
      -4,514
      -3,835
      -5,224
      -6,547
      -1,972
      -1,880
      -2,538
      3,372
      1,568
      -962
      -14,389
      -5,200
      329
      -2,664
      -258
      -2,484
      -6,242
      18,379
      -12,394
      -12,782
      -6,235
      156
      -3,723
      -1,231
      -2,944
      3,737
      -8,937
      12,570
      -4,007
      -5,941
      5,529
      2,039
      7,539
      5,981
      -10,573
      -2,262
      -2,412
      1,310
      33,997
      -5,427
      -873
      -10,015
      -14,144
      5,035
      7,072
      12,667
      22,467
      2,880
      42,393
      49,574
      65,412
      8,058
      8,515
      10,125
      -1,900
      3,582
      55,014
      -985
      -6,097
      210
      -2,855
      3,419
      4,379
      24,869
      28,995
      16,725
      94,655
      6,554
      21,430
      27,774
      -6,592
      -5,420
      7,093
      23,429
      41,710
      24,055
      19,896
      21,441
      6,671
      7,457
      12,333
      5,396
      27,450
      5,328
      4,775
      19,373
      10,689
      81,087
      8,316
      19,273
      8,281
      17,010
      40,129
      38,291
      43,025
      25,973
      8,699
      29,088
      16,260
      13,718
      11,054
      32,293
      1,737
      11,614
      -222,163
      1,295,654
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,994,538
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 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))
2013 5,401,380 28,402,610 0.190172
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
2 Total of line 1, column (d) ...................... 2 0.848217
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 0.169643
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 33,972,573
5 Multiply line 4 by line 3....................... 5 5,763,209
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 22,567
7 Add lines 5 and 6......................... 7 5,785,776
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,083,135
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 (2014)
Form 990-PF (2014)
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 45,135
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 45,135
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 45,135
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 44,543
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 44,543
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 9 592
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 2015 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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2014, 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 instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 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
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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
    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
    28,826,991
    b
    Average of monthly cash balances.......................
    1b
    162,931
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,500,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    34,489,922
    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
    34,489,922
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    517,349
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    33,972,573
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,698,629
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,698,629
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    45,135
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
    1,820
    c
    Add lines 2a and 2b............................
    2c
    46,955
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,651,674
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,651,674
    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
    1,651,674
    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
    2,083,135
    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
    2,083,135
    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
    2,083,135
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 1,651,674
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 8,793
    b From 2010....... 1,787,155
    c From 2011....... 1,419,457
    d From 2012....... 4,208,771
    e From 2013....... 4,056,417
    fTotal of lines 3a through e......... 11,480,593
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 2,083,135
    a Applied to 2013, 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 2014 distributable amount..... 1,651,674
    e Remaining amount distributed out of corpus 431,461
    5 Excess distributions carryover applied to 2014. 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 11,912,054
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		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
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		8,793
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		11,903,261
    10 Analysis of line 9:
    a Excess from 2010.... 1,787,155
    b Excess from 2011.... 1,419,457
    c Excess from 2012.... 4,208,771
    d Excess from 2013.... 4,056,417
    e Excess from 2014.... 431,461
    Form 990-PF (2014)
    Form 990-PF (2014)
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 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 (2014)
    Form 990-PF (2014)
    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
    ALZHEIMER ASSOCIATION
    360 LEXINGTON AVENUE 4TH FL
    NEW YORK,NY10017     		NONE EXEMPT GENERAL PROGRAM 5,000
    AMERICAN FOLK ART MUSEUM
    45 WEST 43RD STREET
    NEW YORK,NY10019     		NONE EXEMPT GENERAL PROGRAM 15,000
    ASIA SOCIETY
    725 PARK AVENUE
    NEW YORK,NY10021     		NONE EXEMPT GENERAL PROGRAM 490,206
    ASSOC FOR FRONTOTEMPORAL DEGENERATION
    RADNOR STATION BLDG 2 290 KING OF
    PRUSSIA RD
    RADNOR,PA19087     		NONE EXEMPT GENERAL PROGRAM 15,000
    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 73,500
    COMMITTEE OF 100 (C100)
    677 FIFTH AVENUE 5TH FLOOR
    NEW YORK,NY10022     		NONE EXEMPT GENERAL PROGRAM 34,482
    CORPUS CHRISTI SCHOOL
    535 WEST 121 ST
    NEW YORK,NY10027     		NONE EXEMPT GENERAL PROGRAM 1,000
    GIRLS SCOUT COUNCIL OF GREATER NEW YORK
    43 WEST 23RD STREET
    NEW YORK,NY10010     		NONE EXEMPT GENERAL PROGRAM 2,500
    HARLEM CHILDERN'S ZONE
    35 EAST 125TH STREET
    NEW YORK,NY10035     		NONE EXEMPT GENERAL PROGRAM 2,500
    INTERNATIONAL WOMEN'S HEALTH COALITION
    333 7TH AVENUE 6TH FLOOR
    NEW YORK,NY10001     		NONE EXEMPT GENERAL PROGRAM 2,000
    LINCOLN CENTER FOR THE PERFORMING ARTS
    10 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		NONE EXEMPT GENERAL PROGRAM 20,000
    LITTLE FACES OF HOPE
    PO BOX 780092
    MASPETH,NY11378     		NONE EXEMPT GENERAL PROGRAM 500
    LIUTILLES CENTER
    720 NORTHERN BLVD
    BROOKVILLE,NY11548     		NONE EXEMPT GENERAL PROGRAM 1,000
    MADISON SQUARE BOYS AND GIRLS
    317 MADISON AVENUE STE 1110
    NEW YORK,NY10017     		NONE EXEMPT GENERAL PROGRAM 500
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY10028     		NONE EXEMPT GENERAL PROGRAM 466,260
    NATIONAL WOMEN'S LAW CENTER
    11 DUPONT CIRCLE NW 800
    WASHINGTON,DC20036     		NONE EXEMPT GENERAL PROGRAM 500
    NETWORK FOR TEACHING ENTREPRENEURSHIP
    120 WALL ST 18TH FL
    NEW YORK,NY10005     		NONE EXEMPT GENERAL PROGRAM 1,000
    NEW YORK HISTORICAL SOCIETY
    170 CENTRAL PARK WEST 77TH ST
    NEW YORK,NY10024     		NONE EXEMPT GENERAL PROGRAM 2,500
    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 24,610
    NORTHSIDE CENTER FOR CHILD DEV
    1301 5TH AVE
    NEW YORK,NY10029     		NONE EXEMPT GENERAL PROGRAM 1,000
    OVARIAN CANCER NATIONAL ALLIANCE
    901 E STREET NW SUITE 405
    WASHINGTON,DC20004     		NONE EXEMPT GENERAL PROGRAM 750
    PREP FOR PREP
    156 FIFTH AVENUE SUITE 1100
    NEW YORK,NY10010     		NONE EXEMPT GENERAL PROGRAM 1,000
    ROCKEFELLER UNIVERSITY
    1230 YORK AVENUE
    NEW YORK,NY10021     		NONE EXEMPT GENERAL PROGRAM 698,250
    STEPHEN STILLS TUNNEL TO TOWERS FDN
    236 HYLAN BLVD
    STATEN ISLAND,NY10306     		NONE EXEMPT GENERAL PROGRAM 1,000
    THE EDUCATION FUND OF THE WOMEN'S FORUM
    55 WEST 39TH STREET SUITE 12N
    NEW YORK,NY10018     		NONE EXEMPT GENERAL PROGRAM 5,000
    THE FRICKE COLLECTION
    1 EAST 70TH ST
    NEW YORK,NY10021     		NONE EXEMPT GENERAL PROGRAM 5,000
    THE FUND FOR PARK AVE
    445 PARK AVE
    NEW YORK,NY10022     		NONE EXEMPT GENERAL PROGRAM 500
    THE HUNTINGTON HISTORICAL SOCIETY
    209 MAIN STREET
    HUNTINGTON,NY117436993     		NONE EXEMPT GENERAL PROGRAM 500
    THE NEW YORK LANDMARKS CONSERVANCY
    ONE WHITEHALL STREET
    NEW YORK,NY10004     		NONE EXEMPT GENERAL PROGRAM 3,000
    THE OLANA PARTNERSHIP
    P O BOX 199
    HUDSON,NY125340199     		NONE EXEMPT GENERAL PROGRAM 12,500
    THE PARTNERSHIP FOR THE HOMELESS
    305 7TH AVE
    NEW YORK,NY10001     		NONE EXEMPT GENERAL PROGRAM 500
    US ASIA INSTITUTE
    232 EAST CAPITAL STREET NE
    WASHINGTON,DC20003     		NONE EXEMPT GENERAL PROGRAM 1,000
    WELLESLEY COLLEGE
    106 CENTRAL STREET
    WELLESLEY,MA02481     		NONE EXEMPT GENERAL PROGRAM 111,000
    YALE UNIVERSITY ART GALLERY
    PO BOX 208271
    NEW HAVEN,CT06520     		NONE EXEMPT GENERAL PROGRAM 40,000
    YALE UNIVERSITY
    PO BOX 208271
    NEW HAVEN,CT06520     		NONE EXEMPT GENERAL PROGRAM 10,000
    YMCA OF GREATER NY
    5 WEST 63RD ST
    NEW YORK,NY10023     		NONE EXEMPT GENERAL PROGRAM 1,500
    Total .................................bullet 3a 2,052,038
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    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....     14 338,649  
    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.....     14 2,547  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,994,538  
    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 2,335,753 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,335,753
    (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 (2014)
    Form 990-PF (2014)
    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) 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) 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 (2014)
    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
    2014
    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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    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

    		$30,595


    (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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    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
     
    		$    
    (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) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    THE SHORELAND FOUNDATION
          		Employer identification number

    11-3241828
    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) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    THE SHORELAND FOUNDATION
    EIN: 11-3241828
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 18,562 3,712 0 14,850

    TY 2014 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 127,128 222,036
    250 SHS AMAZON 50,977 77,588
    6550 SHS APPLE INC 549,074 722,989
    4000 SHS AUTODESK 164,821 240,240
    2130 SHS BLACKROCK INC 560,138 761,603
    7000 SHS BLACKSTONE GROUP 196,195 236,810
    2500 SHS BRISTOL MYERS SQUIBB 109,376 147,575
    4340 SHS COGNIZANT TECH SOLUTIONS CL-A 149,352 228,544
    2000 SHS CUMMINS INC. 238,313 288,340
    8190 SHS EAST WEST BANCORP 186,291 317,035
    8400 SHS GENERAL ELECTRIC 151,225 212,268
    350 SHS GOOGLE INC 139,647 184,240
    3800 SHS HOME DEPOT INC 244,307 398,886
    5000 SHS HONEYWELL INT'L INC 312,839 499,600
    2100 SHS LINKEDIN CORP 411,834 482,391
    5000 SHS NIKE INC 269,588 480,750
    4000 SHS PENSKE AUTOMOTIVE GRP 174,523 196,280
    1252 SHS PRAXAIR INC COM 127,937 162,209
    450 SHS PRECISION CASTPARTS CORP 65,050 108,396
    5000 SHS ROBERT HALF INT'L INC 158,829 291,900
    2660 SHS ROCKWELL AUTOMATION INC 185,314 295,792
    6480 SHS SALESFORCE COM INC CMN 249,966 384,329
    4300 SHS SPLUNK INC 207,596 253,485
    5500 SHS STARBUCKS CORP 215,428 369,225
    1300 SHS TESLA MOTORS INC 303,142 289,133
    2917 SHS THERMO FISHER SCIENTIFIC 190,274 365,471
    2835 SHS UNITED TECHNOLOGIES CORP COM 237,537 326,025
    1383 SHS VISA INC. CMN CLASS A 197,597 362,623
    6420 SHS WHOLE FOODS MARKET INC COM 238,690 323,696
    650SHS CHIPOTLE MEXICAN GRILL 383,823 444,932
    1900 FACEBOOK 143,638 148,238
    1700 FEDEX CORP 291,020 295,222
    320 SHS GOOGLE INC CLASS A 126,755 169,811
    2200 SHS ILLUMINA INC 413,425 406,076
    9500 SHS MORGAN STANLEY 317,031 368,600
    150 SHS THE PRICELINE GROUP INC 100,209 171,031
    2500 SHS TIFFANY & CO 243,953 267,150
    2900 SHS ULTA SALON COSMETICS & FRAGRANCE INC 335,983 370,736
    8000 SHS VERIFONE SYSTEMS INC 273,140 297,600
    1700 SHS WORKDAY INC-CLASS A 150,681 138,737
    2400 SHS YUM BRANDS INC 174,396 174,840
    7000 SHS HONG KONG EXCHANGES 157,001 154,987
    4400 SHS LULULEMON ATHLETICA INC 207,915 245,476
    3800 SHS ALIBABA GROUP HOLDING LTD 349,253 394,972
    1700 BAIDU INC 288,024 387,549
    37700 SHS TENCENT HOLDINGS LTD HKD 176,379 546,916

    TY 2014 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 4,338,161 4,580,269
    HARBOR FUND AT COST 3,811,922 6,310,012
    PRUDENTIAL AT COST 3,497,110 4,168,993

    TY 2014 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 1,252,507 1,283,102 5,550,000


    TY 2014 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 718 718 0 0
    MISCELLANEOUS EXPENSE 15,497 0 0 15,497


    TY 2014 OtherIncomeSchedule2
    Name:
    THE SHORELAND FOUNDATION
    EIN: 11-3241828
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CITIGROUP - CLASS ACTION SETTLEMENT 260 260  
    THE BLACKSTONE GROUP K-1 2,287 2,287  


    TY 2014 OtherIncreasesSchedule
    Name:
    THE SHORELAND FOUNDATION
    EIN: 11-3241828
    Description Amount
       


    TY 2014 OtherLiabilitiesSchedule
    Name:
    THE SHORELAND FOUNDATION
    EIN: 11-3241828
    Description Beginning of Year - Book Value End of Year - Book Value
    LINE OF CREDIT 3,500,000 3,500,000


    TY 2014 TaxesSchedule
    Name:
    THE SHORELAND FOUNDATION
    EIN: 11-3241828
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 1,036 1,036 0 0
    EXCISE TAX 10,000 10,000 0 0
    NYS UNRELATED BUSINESS INCOME TAX 12,000 12,000 0 0