Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
THE BUCHMAN FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)4 LINDER DRIVE   Room/suite
City or town, state, and ZIP code
NEW PALTZ, NY12561
A Employer identification number

20-3038264
B Telephone number (see page 10 of the instructions)

(845) 255-6156
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,001,553J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
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 page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 11 11  
4 Dividends and interest from securities...... 26,212 26,212  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 20,360
b Gross sales price for all assets on line 6a 441,070
7 Capital gain net income (from Part IV, line 2)...  
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 618   618
12 Total. Add lines 1 through 11........ 47,201 26,223 618
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,500      
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 7,700      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 1,107      
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 5,212      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,519 0   0
25 Contributions, gifts, grants paid........ 34,000 34,000
26 Total expenses and disbursements. Add lines 24 and 25 61,519 0   34,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -14,318
b Net investment income (if negative, enter -0-) 26,223
c Adjusted net income (if negative, enter -0-)... 618
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
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............... 11,647 16,487  
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
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)........ 1,056,032 Click to see attachment1,038,212 1,001,553
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)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,067,679 1,054,699 1,001,553
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons   Click to see attachment1,338
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   1,338
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 1,067,679 1,053,361
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,067,679 1,053,361
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,067,679 1,054,699
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 1,067,679
2 Enter amount from Part I, line 27a...................... 2 -14,318
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,053,361
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 1,053,361
Form 990-PF (2010)
Form 990-PF (2010)
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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 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 pages 13 and 17 of the 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))
2009 86,722 968,153 0.089575
2008 102,150 1,437,952 0.071039
2007 98,213 1,644,337 0.059728
2006 93,687 1,523,641 0.061489
2005   1,431,370  
2 Total of line 1, column (d) ...................... 2 0.281831
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 0.070458
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 0
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 262
7 Add lines 5 and 6......................... 7 262
8 Enter qualifying distributions from Part XII, line 4.............. 8 34,000
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 on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
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 1 262
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  
3 Add lines 1 and 2............................ 3 262
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 262
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 3,501
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 3,501
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 3,239
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet3,239 Refunded Bullet 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 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    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 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? 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 page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    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 ofbulletZOE B ZAK Telephone no.bullet (845) 255-6156
    Located atbullet4 LINDER DRIVENEW PALTZNY ZIP+4bullet12561
    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 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    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
     
    No
    .........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 2010?.............
    1c
     
     
    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 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    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 page 20 of the 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 2010 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 2010.)....................
    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 2010?
    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 page 22 of the 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 page 22 of the 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 (2010)
    Form 990-PF (2010)
    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 page 22 of the 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
    SALLY ZAKClick to see attachment TREASURER
    2.00     		4,500 0 0
    4 LINDER DRIVE
    NEW PALTZ,NY12561
    DEBORAH BUCHMAN STEHRClick to see attachment SECRETARY
    2.00     		4,500 0 0
    1052 BLACKWELL ROAD
    ANNAPOLIS,MD21403
    ZOE B ZAKClick to see attachment PRESIDENT
    7.00     		4,500 0 0
    4 LINDER DRIVE
    NEW PALTZ,NY12561
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the 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  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part 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 (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the 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
    0
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    0
    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
    0
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    0
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    0
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    0
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    262
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    262
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
     
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    0
    Part XII
    Qualifying Distributions (see page 25 of the 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
    34,000
    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
    34,000
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    262
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    33,738
    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 (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 0
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 1,180
    b From 2006....... 19,809
    c From 2007....... 18,318
    d From 2008....... 30,714
    e From 2009....... 38,870
    fTotal of lines 3a through e......... 108,891
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 34,000
    a Applied to 2009, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2010 distributable amount.....  
    e Remaining amount distributed out of corpus 34,000
    5 Excess distributions carryover applied to 2010.    
    (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 5 142,891
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		1,180
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		141,711
    10 Analysis of line 9:
    a Excess from 2006.... 19,809
    b Excess from 2007.... 18,318
    c Excess from 2008.... 30,714
    d Excess from 2009.... 38,870
    e Excess from 2010.... 34,000
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the 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 2010, 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) 2010 (b) 2009 (c) 2008 (d) 2007
             
    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 page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    ZOE B ZAK THE BUCHMAN FOUNDATION
    4 LINDER DRIVE
    NEW PALTZ,NY12561
    (845) 255-6156
    bThe form in which applications should be submitted and information and materials they should include:
    THERE IS NO PREDESIGNATED APPLICATION FORM OR REQUIRED FORMAT.
    cAny submission deadlines:
    APPLICATIONS ARE ACCEPTED AT ANY TIME.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE PROSPECTIVE GRANT RECIPIENT IS REQUIRED TO BE A 501C(3) CHARITABLE ORGANIZATION. THE BOARD MEMBERS INDIVIDUALLY RESEARCH ORGANZIATIONS THROUGHOUT THE YEAR AND THEN MEET ANNUALLY TO DISCUSS WHICH ORGANIZATIONS WILL RECEIVE DISTRIBUTIONS FROM THE FOUNDATION.
    Form 990-PF (2010)
    Form 990-PF (2010)
    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
    SARATOGA PERF ARTS CTR
    108 AVENUES OF THE PINES
    SARATOGA SPRINGS,NY12866     		NONE PUBLIC SUPPORT GOOD WORK OF CHARITY 2,000
    ALBANY INST OF HISTORY &
    125 WASHINGTON AVENUE
    ALBANY,NY12210     		NONE PUBLIC HUDSON RIVER PANORAMA EXIT 2,000
    THE SAGE COLLEGES
    45 FERRY STREET
    TROY,NY12180     		NONE PUBLIC THE SCHACT FAMILY ARTS CENTER 10,000
    COLLEGE OF SAINT ROSE
    432 WESTERN AVE
    ALBANY,NY12203     		NONE PUBLIC SUPPORT GOOD WORK CHARITY 10,000
    SCOTTSDALE HEALTHCARE FD
    10001 N 92ND ST 121
    SCOTTSDALE,AZ85258     		NONE PUBLIC FOR SCOTTSDALE CLINICAL RESEARCH 2,000
    HUMAN SERVICES COUNCIL
    130 EAST 59TH STREET
    NEW YORK,NY10022     		NONE PUBLIC FOR THEIR WORK IN ANTI-RACISM 5,000
    JEWISH HOUSING COUNCIL
    1951 N HONORE AVE
    SARASOTA,FL34235     		NONE PUBLIC TO SUPPORT KOBERNICK-ANCHIN PAVILLI 1,000
    CONNOR CARES
    3963 BIRDSVILLE ROAD
    DAVIDSONVILLE,MD21035     		NONE PUBLIC EDUCATION & TRAINING LIFESAVING PERS 2,000
    Total .................................bullet 3a 34,000
    bApproved for future payment
    Total ..................................bullet 3b  
    Form 990-PF (2010)
    Form 990-PF (2010)
    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 page 28 of
    the 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....          
    3Interest on savings and temporary cash investments     14 11  
    4 Dividends and interest from securities....     14 26,212  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory         20,360
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aMISCELLANEOUS INCOME     1 618  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   26,841 20,360
    13Total. Add line 12, columns (b), (d), and (e)...................
    1347,201
    (See worksheet in line 13 instructions on page 28 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 organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    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
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political 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
    SignHere
    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
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 AccountingFeesSchedule
    Name:
    THE BUCHMAN FOUNDATION INC
    EIN: 20-3038264
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 7,700      

    TY 2010 CompensationExplanation
    Name:
    THE BUCHMAN FOUNDATION INC
    EIN: 20-3038264
    Person Name Explanation
    SALLY ZAK  
    DEBORAH BUCHMAN STEHR  
    ZOE B ZAK  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2010 GainLossSaleOtherAssetsSch
    Name:
    THE BUCHMAN FOUNDATION INC
    EIN: 20-3038264
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    EATON CORP 2010-11 PURCHASE 2010-12   1,011 910     101  
    JUNIPER NETWORKS INC 2010-08 PURCHASE 2010-12   742 545     197  
    HESS CORP 2010-08 PURCHASE 2010-12   535 367     168  
    HESS CORP 2010-08 PURCHASE 2010-12   1,605 1,167     438  
    MICROSOFT CORP 2010-07 PURCHASE 2010-12   139 127     12  
    LEAR CORP 2010-06 PURCHASE 2010-12   681 495     186  
    JOHNSON & JOHNSON 2010-06 PURCHASE 2010-12   1,113 1,071     42  
    SAFEWAY INC 2010-04 PURCHASE 2010-12   674 783     -109  
    ALTRIA GROUP INC 2010-03 PURCHASE 2010-12   1,230 1,023     207  
    GAP INC/THE 2010-03 PURCHASE 2010-12   672 696     -24  
    PEPSICO INC 2010-03 PURCHASE 2010-12   651 665     -14  
    MICROSOFT CORP 2010-02 PURCHASE 2010-12   139 141     -2  
    MICROSOFT CORP 2010-02 PURCHASE 2010-12   556 555     1  
    ROYAL CARIBBEAN CRUISES LTD 2010-01 PURCHASE 2010-12   703 399     304  
    PEPSICO INC 2010-03 PURCHASE 2010-12   652 656     -4  
    PEPSICO INC 2010-03 PURCHASE 2010-12   196 192     4  
    HESS CORP 2010-08 PURCHASE 2010-12   303 222     81  
    HESS CORP 2010-07 PURCHASE 2010-12   757 526     231  
    COMCAST CORP-CL A 2010-06 PURCHASE 2010-12   111 92     19  
    CABLEVISION SYS CORP 2010-05 PURCHASE 2010-12   2,238 1,483     755  
    COMCAST CORP-CL A 2010-05 PURCHASE 2010-12   445 397     48  
    COVIDIEN PLC 2010-04 PURCHASE 2010-12   685 757     -72  
    ROYAL CARIBBEAN CRUISES LTD 2010-01 PURCHASE 2010-12   696 399     297  
    HESS CORP 2010-07 PURCHASE 2010-12   746 526     220  
    NEWS CORP 2010-06 PURCHASE 2010-12   433 410     23  
    FIFTH THIRD BANCORP 2010-06 PURCHASE 2010-12   708 680     28  
    HEWLETT-PACKARD CO 2010-05 PURCHASE 2010-12   629 792     -163  
    HEWLETT-PACKARD CO 2010-04 PURCHASE 2010-12   420 537     -117  
    COVIDIEN PLC 2010-01 PURCHASE 2010-12   676 761     -85  
    PEPCO HOLDINGS INC 2010-04 PURCHASE 2010-12   2,097 1,989     108  
    RAYTHEON COMPANY 2010-11 PURCHASE 2010-12   686 709     -23  
    CF INDUSTRIES HOLDINGS INC 2010-08 PURCHASE 2010-12   1,227 847     380  
    ILLINOIS TOOL WORKS 2010-04 PURCHASE 2010-12   507 523     -16  
    MOTOROLA INC 2010-02 PURCHASE 2010-11   1,118 935     183  
    PROCTER & GAMBLE CO 2010-08 PURCHASE 2010-11   626 618     8  
    PROCTER & GAMBLE CO 2010-07 PURCHASE 2010-11   626 602     24  
    PROCTER & GAMBLE CO 2010-06 PURCHASE 2010-11   626 603     23  
    BANK OF AMERICA CORP 2010-06 PURCHASE 2010-11   846 1,178     -332  
    BANK OF AMERICA CORP 2010-06 PURCHASE 2010-11   654 904     -250  
    BANK OF AMERICA CORP 2010-03 PURCHASE 2010-11   654 968     -314  
    BANK OF AMERICA CORP 2010-01 PURCHASE 2010-11   1,128 1,504     -376  
    BANK OF AMERICA CORP 2010-01 PURCHASE 2010-11   327 437     -110  
    PEPSICO INC 2010-03 PURCHASE 2010-11   447 448     -1  
    COMCAST CORP-CL A 2010-05 PURCHASE 2010-11   712 695     17  
    PROCTER & GAMBLE CO 2010-06 PURCHASE 2010-11   1,284 1,206     78  
    PROCTER & GAMBLE CO 2010-06 PURCHASE 2010-11   642 611     31  
    PROCTER & GAMBLE CO 2010-06 PURCHASE 2010-11   642 615     27  
    FORD MOTOR CO 2010-02 PURCHASE 2010-11   574 404     170  
    POLO RALPH LAUREN CORP 2010-06 PURCHASE 2010-11   1,010 787     223  
    GARMIN LTD 2009-11 PURCHASE 2010-11   917 900     17  
    DOVER CORP 2010-04 PURCHASE 2010-11   992 967     25  
    ROWAN COMPANIES INC 2010-04 PURCHASE 2010-11   1,285 1,204     81  
    ROWAN COMPANIES INC 2010-02 PURCHASE 2010-11   161 123     38  
    FREEPORT-MCMORAN COPPER 2010-07 PURCHASE 2010-11   1,011 618     393  
    FREEPORT-MCMORAN COPPER 2010-07 PURCHASE 2010-11   910 575     335  
    POLO RALPH LAUREN CORP 2010-06 PURCHASE 2010-11   693 551     142  
    FREEPORT-MCMORAN COPPER 2010-02 PURCHASE 2010-11   708 510     198  
    KLA-TENCOR CORPORATION 2010-05 PURCHASE 2010-11   534 501     33  
    KLA-TENCOR CORPORATION 2010-04 PURCHASE 2010-11   356 340     16  
    COVIDIEN PLC 2010-01 PURCHASE 2010-11   793 1,028     -235  
    COMCAST CORP-CL A 2010-05 PURCHASE 2010-10   516 496     20  
    COMCAST CORP-CL A 2010-05 PURCHASE 2010-10   103 102     1  
    FREEPORT-MCMORAN COPPER 2010-07 PURCHASE 2010-10   379 249     130  
    FEDEX CORP 2010-05 PURCHASE 2010-10   627 643     -16  
    KLA-TENCOR CORPORATION 2010-04 PURCHASE 2010-10   722 680     42  
    MOTOROLA INC 2010-02 PURCHASE 2010-10   629 516     113  
    COMCAST CORP-CL A 2010-05 PURCHASE 2010-10   784 816     -32  
    BANK OF AMERICA CORP 2010-01 PURCHASE 2010-10   246 316     -70  
    BANK OF AMERICA CORP 2009-12 PURCHASE 2010-10   690 898     -208  
    DOVER CORP 2010-04 PURCHASE 2010-10   107 107        
    FREEPORT-MCMORAN COPPER 2010-02 PURCHASE 2010-10   764 583     181  
    DOVER CORP 2010-02 PURCHASE 2010-10   588 506     82  
    FREEPORT-MCMORAN COPPER 2010-02 PURCHASE 2010-10   477 353     124  
    JUNIPER NETWORKS INC 2010-08 PURCHASE 2010-10   946 817     129  
    DOVER CORP 2010-02 PURCHASE 2010-10   216 184     32  
    DOVER CORP 2010-02 PURCHASE 2010-10   917 717     200  
    FORD MOTOR CO 2010-02 PURCHASE 2010-10   1,235 1,038     197  
    FREEPORT-MCMORAN COPPER 2010-02 PURCHASE 2010-10   497 353     144  
    DOVER CORP 2010-02 PURCHASE 2010-10   699 548     151  
    DOVER CORP 2010-01 PURCHASE 2010-10   269 225     44  
    COMMUNITY HEALTH SYSTEMS INC 2010-04 PURCHASE 2010-10   815 1,037     -222  
    COMMUNITY HEALTH SYSTEMS INC 2010-04 PURCHASE 2010-10   1,141 1,360     -219  
    TARGET CORP 2009-10 PURCHASE 2010-10   705 638     67  
    HYATT HOTELS CORP - CL A 2010-06 PURCHASE 2010-10   944 949     -5  
    SARA LEE CORP 2010-05 PURCHASE 2010-10   805 741     64  
    SARA LEE CORP 2010-03 PURCHASE 2010-10   1,390 1,328     62  
    VISA INC - CLASS A SHRS 2010-07 PURCHASE 2010-10   587 583     4  
    KLA-TENCOR CORPORATION 2010-04 PURCHASE 2010-10   175 170     5  
    FRANKLIN RESOURCES INC 2009-11 PURCHASE 2010-10   644 682     -38  
    TARGET CORP 2009-10 PURCHASE 2010-10   107 98     9  
    KLA-TENCOR CORPORATION 2009-10 PURCHASE 2010-10   525 516     9  
    ROSS STORES INC 2010-03 PURCHASE 2010-09   1,114 1,028     86  
    PROCTER & GAMBLE CO 2010-06 PURCHASE 2010-09   613 615     -2  
    PROCTER & GAMBLE CO 2010-06 PURCHASE 2010-09   2,759 2,739     20  
    COMCAST CORP-CL A 2010-05 PURCHASE 2010-09   826 918     -92  
    VISA INC - CLASS A SHRS 2010-07 PURCHASE 2010-09   1,123 1,165     -42  
    FEDEX CORP 2010-05 PURCHASE 2010-09   585 643     -58  
    PROCTER & GAMBLE CO 2010-06 PURCHASE 2010-09   306 304     2  
    PROCTER & GAMBLE CO 2010-05 PURCHASE 2010-09   306 311     -5  
    ROSS STORES INC 2010-03 PURCHASE 2010-09   1,347 1,234     113  
    MOTOROLA INC 2010-01 PURCHASE 2010-09   627 550     77  
    WELLS FARGO & COMPANY 2010-04 PURCHASE 2010-09   648 814     -166  
    HUNTSMAN CORP 2010-01 PURCHASE 2010-09   1,097 1,301     -204  
    COMCAST CORP-CL A 2010-05 PURCHASE 2010-09   539 612     -73  
    WELLS FARGO & COMPANY 2010-04 PURCHASE 2010-09   1,055 1,303     -248  
    WELLS FARGO & COMPANY 2010-04 PURCHASE 2010-09   527 651     -124  
    GOLDMAN SACHS GROUP INC 2010-01 PURCHASE 2010-09   436 470     -34  
    GOLDMAN SACHS GROUP INC 2009-11 PURCHASE 2010-09   436 511     -75  
    FRANKLIN RESOURCES INC 2009-11 PURCHASE 2010-09   907 1,024     -117  
    GOLDMAN SACHS GROUP INC 2009-11 PURCHASE 2010-09   279 341     -62  
    BANK OF AMERICA CORP 2009-12 PURCHASE 2010-08   76 91     -15  
    BANK OF AMERICA CORP 2009-12 PURCHASE 2010-08   630 775     -145  
    BANK OF AMERICA CORP 2009-12 PURCHASE 2010-08   1,625 2,085     -460  
    BANK OF AMERICA CORP 2009-11 PURCHASE 2010-08   504 638     -134  
    BANK OF AMERICA CORP 2009-08 PURCHASE 2010-08   403 577     -174  
    BANK OF AMERICA CORP 2009-08 PURCHASE 2010-08   227 325     -98  
    DEAN FOODS CO 2009-10 PURCHASE 2010-08   699 1,298     -599  
    PROCTER & GAMBLE CO 2010-05 PURCHASE 2010-08   1,203 1,245     -42  
    COVIDIEN PLC 2009-12 PURCHASE 2010-08   571 701     -130  
    COVIDIEN PLC 2009-12 PURCHASE 2010-08   571 710     -139  
    MICROSOFT CORP 2010-02 PURCHASE 2010-08   122 139     -17  
    MICROSOFT CORP 2010-02 PURCHASE 2010-08   490 559     -69  
    MICROSOFT CORP 2009-10 PURCHASE 2010-08   979 1,127     -148  
    ARCELORMITTAL-NY REGISTERED 2009-09 PURCHASE 2010-08   909 1,217     -308  
    PRINCIPAL FINANCIAL GROUP 2010-04 PURCHASE 2010-08   1,769 2,182     -413  
    PRINCIPAL FINANCIAL GROUP 2009-10 PURCHASE 2010-08   48 59     -11  
    PRINCIPAL FINANCIAL GROUP 2009-10 PURCHASE 2010-08   339 410     -71  
    TEXTRON INC 2010-05 PURCHASE 2010-08   1,139 1,296     -157  
    CVS/CAREMARK CORP 2010-03 PURCHASE 2010-08   1,037 1,295     -258  
    COMCAST CORP-CL A 2009-12 PURCHASE 2010-08   475 428     47  
    AOL INC 2010-02 PURCHASE 2010-08   541 603     -62  
    COMCAST CORP-CL A 2009-12 PURCHASE 2010-08   969 856     113  
    MOTOROLA INC 2010-01 PURCHASE 2010-07   601 632     -31  
    CIMAREX ENERGY CO 2009-11 PURCHASE 2010-07   1,381 962     419  
    SPRINT NEXTEL CORP 2009-10 PURCHASE 2010-07   921 657     264  
    SPRINT NEXTEL CORP 2009-09 PURCHASE 2010-07   921 708     213  
    SPRINT NEXTEL CORP 2009-08 PURCHASE 2010-07   622 523     99  
    TRANSOCEAN LTD 2010-05 PURCHASE 2010-07   1,198 1,517     -319  
    VALERO ENERGY CORP 2009-08 PURCHASE 2010-07   1,376 1,428     -52  
    VALERO ENERGY CORP 2009-08 PURCHASE 2010-07   688 749     -61  
    DEVON ENERGY CORPORATION 2009-07 PURCHASE 2010-07   631 561     70  
    INTEL CORP 2009-07 PURCHASE 2010-07   958 840     118  
    CAPITAL ONE FINANCIAL CORP 2010-05 PURCHASE 2010-07   662 676     -14  
    KLA-TENCOR CORPORATION 2009-09 PURCHASE 2010-07   1,180 1,415     -235  
    NOKIA CORP-SPON ADR 2010-03 PURCHASE 2010-07   473 847     -374  
    SUPERVALU INC 2009-12 PURCHASE 2010-07   610 776     -166  
    SUPERVALU INC 2009-10 PURCHASE 2010-07   222 309     -87  
    RELIANCE STEEL & ALUMINUM 2010-04 PURCHASE 2010-07   872 1,264     -392  
    NEWFIELD EXPLORATION CO 2010-02 PURCHASE 2010-07   720 757     -37  
    AK STEEL HOLDING CORP 2009-08 PURCHASE 2010-06   1,102 1,895     -793  
    FORD MOTOR CO 2009-11 PURCHASE 2010-06   900 647     253  
    GENERAL ELECTRIC CO 2009-11 PURCHASE 2010-06   973 936     37  
    CONOCOPHILLIPS 2009-09 PURCHASE 2010-06   781 701     80  
    NOBLE ENERGY INC 2010-01 PURCHASE 2010-06   999 1,261     -262  
    GENERAL ELECTRIC CO 2009-11 PURCHASE 2010-06   622 576     46  
    GENERAL ELECTRIC CO 2009-10 PURCHASE 2010-06   545 565     -20  
    MICROSOFT CORP 2009-10 PURCHASE 2010-06   51 53     -2  
    MICROSOFT CORP 2009-10 PURCHASE 2010-06   228 238     -10  
    MICROSOFT CORP 2009-10 PURCHASE 2010-06   609 635     -26  
    CONOCOPHILLIPS 2009-09 PURCHASE 2010-06   430 374     56  
    FRANKLIN RESOURCES INC 2009-11 PURCHASE 2010-06   566 659     -93  
    DOVER CORP 2010-01 PURCHASE 2010-06   918 900     18  
    BB&T CORP 2009-09 PURCHASE 2010-06   901 870     31  
    ILLINOIS TOOL WORKS 2009-08 PURCHASE 2010-06   460 409     51  
    ILLINOIS TOOL WORKS 2009-06 PURCHASE 2010-06   920 747     173  
    STEEL DYNAMICS INC 2009-11 PURCHASE 2010-06   1,233 1,402     -169  
    TRANSOCEAN LTD 2010-03 PURCHASE 2010-06   1,391 2,448     -1,057  
    GENERAL ELECTRIC CO 2009-10 PURCHASE 2010-06   1,854 1,939     -85  
    US BANCORP 2009-08 PURCHASE 2010-06   1,164 1,128     36  
    ARCELORMITTAL-NY REGISTERED 2009-09 PURCHASE 2010-06   549 811     -262  
    ARCELORMITTAL-NY REGISTERED 2009-08 PURCHASE 2010-06   412 568     -156  
    RESEARCH IN MOTION 2010-03 PURCHASE 2010-05   845 1,024     -179  
    SPRINT NEXTEL CORP 2009-08 PURCHASE 2010-05   445 348     97  
    AMERIPRISE FINANCIAL INC 2009-10 PURCHASE 2010-05   590 539     51  
    AMERIPRISE FINANCIAL INC 2009-10 PURCHASE 2010-05   1,181 1,092     89  
    AMERIPRISE FINANCIAL INC 2009-10 PURCHASE 2010-05   394 364     30  
    NOBLE CORP 2010-02 PURCHASE 2010-05   959 1,270     -311  
    SPRINT NEXTEL CORP 2009-08 PURCHASE 2010-05   460 406     54  
    ROYAL CARIBBEAN CRUISES LTD 2010-01 PURCHASE 2010-05   150 133     17  
    ROYAL CARIBBEAN CRUISES LTD 2010-01 PURCHASE 2010-05   1,347 1,156     191  
    CIMAREX ENERGY CO 2009-07 PURCHASE 2010-05   1,404 719     685  
    ROWAN COMPANIES INC 2010-02 PURCHASE 2010-05   1,124 1,105     19  
    SPRINT NEXTEL CORP 2009-08 PURCHASE 2010-05   851 755     96  
    FREEPORT-MCMORAN COPPER 2010-02 PURCHASE 2010-05   2,174 2,030     144  
    PRINCIPAL FINANCIAL GROUP 2009-10 PURCHASE 2010-05   1,028 995     33  
    DELL INC 2009-08 PURCHASE 2010-05   772 693     79  
    DELL INC 2009-07 PURCHASE 2010-05   2,006 1,671     335  
    QUANTA SERVICES INC 2009-08 PURCHASE 2010-05   1,105 1,262     -157  
    GOLDMAN SACHS GROUP INC 2009-11 PURCHASE 2010-04   729 863     -134  
    GOLDMAN SACHS GROUP INC 2009-10 PURCHASE 2010-04   875 1,112     -237  
    GOLDMAN SACHS GROUP INC 2009-06 PURCHASE 2010-04   583 596     -13  
    GOLDMAN SACHS GROUP INC 2009-05 PURCHASE 2010-04   2,917 2,609     308  
    GOLDMAN SACHS GROUP INC 2009-05 PURCHASE 2010-04   1,167 1,069     98  
    BANK OF AMERICA CORP 2010-04 PURCHASE 2010-04   671 671        
    BANK OF AMERICA CORP 2010-02 PURCHASE 2010-04   998 873     125  
    BANK OF AMERICA CORP 2009-12 PURCHASE 2010-04   109 97     12  
    AETNA INC 2009-10 PURCHASE 2010-04   606 521     85  
    AETNA INC 2009-09 PURCHASE 2010-04   2,577 2,556     21  
    DU PONT (E.I.) DE NEMOURS 2009-06 PURCHASE 2010-04   1,421 880     541  
    DU PONT (E.I.) DE NEMOURS 2009-06 PURCHASE 2010-04   1,218 748     470  
    SYMANTEC CORP 2009-09 PURCHASE 2010-04   853 785     68  
    ALCON INC 2009-07 PURCHASE 2010-04   793 605     188  
    CONOCOPHILLIPS 2009-05 PURCHASE 2010-04   512 398     114  
    DEUTSCHE BANK AG-REGISTERED 2009-05 PURCHASE 2010-04   73 56     17  
    CREDIT SUISSE GROUP-SPON AD 2009-09 PURCHASE 2010-04   1,336 1,292     44  
    CREDIT SUISSE GROUP-SPON AD 2009-05 PURCHASE 2010-04   2,940 2,091     849  
    J.C. PENNEY CO INC 2009-12 PURCHASE 2010-04   1,106 958     148  
    SPX CORP 2009-12 PURCHASE 2010-04   878 716     162  
    DU PONT (E.I.) DE NEMOURS 2009-06 PURCHASE 2010-04   387 249     138  
    DU PONT (E.I.) DE NEMOURS 2009-05 PURCHASE 2010-04   1,355 972     383  
    SPRINT NEXTEL CORP 2009-08 PURCHASE 2010-04   420 387     33  
    SPRINT NEXTEL CORP 2009-08 PURCHASE 2010-04   105 97     8  
    ANHEUSER-BUSH INBEV SPN ADR 2009-11 PURCHASE 2010-04   620 578     42  
    FREEPORT-MCMORAN COPPER 2009-06 PURCHASE 2010-04   852 506     346  
    TARGET CORP 2009-04 PURCHASE 2010-04   781 563     218  
    AIR PRODUCTS & CHEMICALS INC 2009-12 PURCHASE 2010-04   1,257 1,376     -119  
    VALE SA-SP ADR 2009-11 PURCHASE 2010-04   661 591     70  
    SUPERVALU INC 2009-10 PURCHASE 2010-04   1,758 1,622     136  
    FREEPORT-MCMORAN COPPER 2009-06 PURCHASE 2010-04   1,290 862     428  
    SPX CORP 2009-12 PURCHASE 2010-03   67 55     12  
    SPX CORP 2009-08 PURCHASE 2010-03   667 578     89  
    RRI ENERGY INC 2009-07 PURCHASE 2010-03   951 1,163     -212  
    CONOCOPHILLIPS 2009-05 PURCHASE 2010-03   513 443     70  
    DU PONT (E.I.) DE NEMOURS 2009-05 PURCHASE 2010-03   192 139     53  
    DU PONT (E.I.) DE NEMOURS 2009-05 PURCHASE 2010-03   383 268     115  
    SPX CORP 2009-08 PURCHASE 2010-03   674 636     38  
    VALERO ENERGY CORP 2009-08 PURCHASE 2010-03   1,215 1,124     91  
    VALERO ENERGY CORP 2009-07 PURCHASE 2010-03   1,924 1,722     202  
    ANHEUSER-BUSH INBEV SPN ADR 2009-11 PURCHASE 2010-03   931 866     65  
    LOWE'S COS INC 2009-07 PURCHASE 2010-03   722 581     141  
    SYMANTEC CORP 2009-03 PURCHASE 2010-03   599 490     109  
    SYMANTEC CORP 2009-03 PURCHASE 2010-03   86 68     18  
    LOWE'S COS INC 2009-07 PURCHASE 2010-03   360 291     69  
    LOWE'S COS INC 2009-07 PURCHASE 2010-03   720 566     154  
    LOWE'S COS INC 2009-06 PURCHASE 2010-03   120 97     23  
    FREEPORT-MCMORAN COPPER 2009-05 PURCHASE 2010-03   1,044 641     403  
    AIR PRODUCTS & CHEMICALS INC 2009-12 PURCHASE 2010-03   895 1,052     -157  
    AIR PRODUCTS & CHEMICALS INC 2009-12 PURCHASE 2010-03   482 587     -105  
    SYMANTEC CORP 2009-03 PURCHASE 2010-03   834 680     154  
    CORNING INC 2009-10 PURCHASE 2010-02   348 310     38  
    CORNING INC 2009-10 PURCHASE 2010-02   174 146     28  
    MASCO CORP 2009-06 PURCHASE 2010-02   1,327 1,079     248  
    AIR PRODUCTS & CHEMICALS INC 2009-12 PURCHASE 2010-02   560 671     -111  
    VALE SA-SP ADR 2009-11 PURCHASE 2010-02   708 739     -31  
    AIR PRODUCTS & CHEMICALS INC 2009-03 PURCHASE 2010-02   70 56     14  
    NORTHROP GRUMMAN CORP 2009-03 PURCHASE 2010-02   2,088 1,504     584  
    DU PONT (E.I.) DE NEMOURS 2009-05 PURCHASE 2010-02   325 268     57  
    DU PONT (E.I.) DE NEMOURS 2009-05 PURCHASE 2010-02   651 584     67  
    DU PONT (E.I.) DE NEMOURS 2009-04 PURCHASE 2010-02   1,139 993     146  
    AIR PRODUCTS & CHEMICALS INC 2009-03 PURCHASE 2010-02   752 619     133  
    INGERSOLL-RAND PLC 2009-10 PURCHASE 2010-02   439 455     -16  
    CORNING INC 2009-10 PURCHASE 2010-02   446 366     80  
    BANK OF NEW YORK MELLON CORP 2009-04 PURCHASE 2010-02   798 917     -119  
    OCCIDENTAL PETROLEUM CORP 2009-08 PURCHASE 2010-02   847 818     29  
    FEDEX CORP 2009-08 PURCHASE 2010-02   954 803     151  
    TYCO ELECTRONICS LTD 2009-05 PURCHASE 2010-02   2,296 1,605     691  
    NATIONAL - OILWELL INC 2009-05 PURCHASE 2010-02   638 564     74  
    UNITED PARCEL SERVICE-CL B 2009-09 PURCHASE 2010-02   1,272 1,304     -32  
    AMERIPRISE FINANCIAL INC 2009-10 PURCHASE 2010-01   600 546     54  
    INGERSOLL-RAND PLC 2009-10 PURCHASE 2010-01   829 875     -46  
    OCCIDENTAL PETROLEUM CORP 2009-08 PURCHASE 2010-01   394 372     22  
    OCCIDENTAL PETROLEUM CORP 2009-08 PURCHASE 2010-01   945 828     117  
    INGERSOLL-RAND PLC 2009-06 PURCHASE 2010-01   133 90     43  
    INGERSOLL-RAND PLC 2009-06 PURCHASE 2010-01   66 45     21  
    INGERSOLL-RAND PLC 2009-06 PURCHASE 2010-01   796 538     258  
    BUNGE LTD 2009-02 PURCHASE 2010-01   1,563 1,106     457  
    LOWE'S COS INC 2009-04 PURCHASE 2010-01   110 103     7  
    NEWS CORP 2009-01 PURCHASE 2010-01   1,174 678     496  
    NEWS CORP 2009-01 PURCHASE 2010-01   130 75     55  
    US BANCORP 2009-05 PURCHASE 2010-01   1,224 900     324  
    US BANCORP 2009-05 PURCHASE 2010-01   245 190     55  
    OCCIDENTAL PETROLEUM CORP 2009-08 PURCHASE 2010-01   1,026 897     129  
    OCCIDENTAL PETROLEUM CORP 2009-06 PURCHASE 2010-01   79 64     15  
    HOME DEPOT INC 2009-02 PURCHASE 2010-01   1,402 1,017     385  
    HOME DEPOT INC 2009-02 PURCHASE 2010-01   280 225     55  
    WELLS FARGO & COMPANY 2009-12 PURCHASE 2010-12   154 140     14  
    WELLS FARGO & COMPANY 2009-11 PURCHASE 2010-12   1,843 1,665     178  
    MICROSOFT CORP 2009-10 PURCHASE 2010-12   139 141     -2  
    MICROSOFT CORP 2009-10 PURCHASE 2010-12   417 397     20  
    CORNING INC 2009-10 PURCHASE 2010-12   677 542     135  
    ALTRIA GROUP INC 2009-07 PURCHASE 2010-12   984 690     294  
    AT&T INC 2009-07 PURCHASE 2010-12   587 505     82  
    AT&T INC 2009-06 PURCHASE 2010-12   734 620     114  
    AT&T INC 2009-06 PURCHASE 2010-12   440 368     72  
    KOHLS CORP 2009-01 PURCHASE 2010-12   272 187     85  
    GENERAL MILLS INC 2008-11 PURCHASE 2010-12   638 590     48  
    JPMORGAN CHASE & CO 2008-09 PURCHASE 2010-12   968 932     36  
    KOHLS CORP 2008-09 PURCHASE 2010-12   599 536     63  
    CISCO SYSTEMS INC 2007-10 PURCHASE 2010-12   405 651     -246  
    CISCO SYSTEMS INC 2007-10 PURCHASE 2010-12   607 977     -370  
    GILEAD SCIENCES INC 2006-07 PURCHASE 2010-12   1,086 910     176  
    BERNSTEIN EMERGING MARKETS PORTFOLIO 2005-12 PURCHASE 2010-12   5,500 5,752     -252  
    BERNSTEIN INTERNATIONAL PORTFOLIO 2005-08 PURCHASE 2010-12   6,000 8,496     -2,496  
    ALLIANCEBERNSTEIN GLOBAL REAL ESTATE 2005-01 PURCHASE 2010-12   5,000 7,270     -2,270  
    CONOCOPHILLIPS 2009-11 PURCHASE 2010-12   335 257     78  
    CONOCOPHILLIPS 2009-09 PURCHASE 2010-12   1,811 1,261     550  
    ALCON INC 2009-08 PURCHASE 2010-12   972 773     199  
    AT&T INC 2009-06 PURCHASE 2010-12   1,161 982     179  
    INGERSOLL-RAND PLC 2009-07 PURCHASE 2010-12   940 429     511  
    TIME WARNER INC 2009-04 PURCHASE 2010-12   1,267 867     400  
    NEWS CORP 2009-01 PURCHASE 2010-12   578 301     277  
    ALLIANCEBERNSTEIN GLOBAL REAL ESTATE 2005-01 PURCHASE 2010-12   2,000 2,892     -892  
    ALCON INC 2009-08 PURCHASE 2010-12   811 644     167  
    VERTEX PHARMACEUTICALS INC 2009-11 PURCHASE 2010-12   1,196 1,414     -218  
    AT&T INC 2009-06 PURCHASE 2010-12   436 368     68  
    AT&T INC 2009-06 PURCHASE 2010-12   145 123     22  
    AT&T INC 2009-05 PURCHASE 2010-12   1,452 1,250     202  
    AT&T INC 2008-02 PURCHASE 2010-12   436 571     -135  
    TEVA PHARMACEUTICAL-SP ADR 2008-04 PURCHASE 2010-12   695 612     83  
    ARCHER-DANIELS-MIDLAND CO 2009-01 PURCHASE 2010-12   619 546     73  
    ARCHER-DANIELS-MIDLAND CO 2009-01 PURCHASE 2010-12   2,320 1,888     432  
    COSTCO WHOLESALE CORP 2009-11 PURCHASE 2010-12   282 239     43  
    COSTCO WHOLESALE CORP 2009-03 PURCHASE 2010-12   282 183     99  
    ILLINOIS TOOL WORKS 2009-11 PURCHASE 2010-12   761 764     -3  
    ILLINOIS TOOL WORKS 2009-10 PURCHASE 2010-12   507 473     34  
    DANAHER CORP 2009-03 PURCHASE 2010-11   1,033 654     379  
    DANAHER CORP 2009-03 PURCHASE 2010-11   258 148     110  
    APPLE INC 2008-02 PURCHASE 2010-11   940 372     568  
    D R HORTON INC 2009-07 PURCHASE 2010-11   1,163 1,050     113  
    FORD MOTOR CO 2009-11 PURCHASE 2010-11   1,106 533     573  
    PULTE GROUP INC 2009-07 PURCHASE 2010-11   757 1,321     -564  
    ILLINOIS TOOL WORKS 2009-10 PURCHASE 2010-11   236 236        
    ILLINOIS TOOL WORKS 2009-10 PURCHASE 2010-11   709 719     -10  
    ALTRIA GROUP INC 2009-07 PURCHASE 2010-11   244 172     72  
    ALTRIA GROUP INC 2009-07 PURCHASE 2010-11   1,831 1,247     584  
    ALTRIA GROUP INC 2009-07 PURCHASE 2010-11   244 164     80  
    TARGET CORP 2009-10 PURCHASE 2010-11   553 491     62  
    COSTCO WHOLESALE CORP 2009-03 PURCHASE 2010-11   532 366     166  
    PEPSICO INC 2009-07 PURCHASE 2010-11   64 57     7  
    KOHLS CORP 2008-09 PURCHASE 2010-11   680 633     47  
    TIME WARNER CABLE 2009-04 PURCHASE 2010-11   504 218     286  
    TIME WARNER CABLE 2008-12 PURCHASE 2010-11   315 144     171  
    TIME WARNER CABLE 2008-12 PURCHASE 2010-11   315 144     171  
    TIME WARNER CABLE 2008-12 PURCHASE 2010-11   126 58     68  
    TIME WARNER CABLE 2008-10 PURCHASE 2010-11   504 293     211  
    TIME WARNER CABLE 2008-06 PURCHASE 2010-11   1,450 1,148     302  
    TIME WARNER CABLE 2006-09 PURCHASE 2010-11   441 323     118  
    ILLINOIS TOOL WORKS 2009-10 PURCHASE 2010-11   242 240     2  
    ILLINOIS TOOL WORKS 2009-09 PURCHASE 2010-11   725 658     67  
    ILLINOIS TOOL WORKS 2009-08 PURCHASE 2010-11   242 203     39  
    TYCO ELECTRONICS LTD 2009-05 PURCHASE 2010-11   661 334     327  
    HEWLETT-PACKARD CO 2008-07 PURCHASE 2010-11   888 837     51  
    PEPSICO INC 2009-07 PURCHASE 2010-11   586 514     72  
    PEPSICO INC 2009-04 PURCHASE 2010-11   521 411     110  
    CBS CORP-CLASS B NON VOTING 2009-02 PURCHASE 2010-11   1,733 585     1,148  
    CBS CORP-CLASS B NON VOTING 2006-07 PURCHASE 2010-11   433 671     -238  
    TARGET CORP 2009-10 PURCHASE 2010-10   576 540     36  
    TEVA PHARMACEUTICAL-SP ADR 2008-04 PURCHASE 2010-10   260 235     25  
    TEVA PHARMACEUTICAL-SP ADR 2008-03 PURCHASE 2010-10   521 476     45  
    GOOGLE INC-CL A 2005-08 PURCHASE 2010-10   616 298     318  
    FREEPORT-MCMORAN COPPER 2009-08 PURCHASE 2010-10   95 64     31  
    COSTCO WHOLESALE CORP 2009-03 PURCHASE 2010-10   188 137     51  
    COSTCO WHOLESALE CORP 2009-02 PURCHASE 2010-10   377 267     110  
    ALCON INC 2009-08 PURCHASE 2010-10   1,004 773     231  
    ALCON INC 2009-07 PURCHASE 2010-10   167 121     46  
    PEPSICO INC 2009-04 PURCHASE 2010-10   130 103     27  
    PEPSICO INC 2009-03 PURCHASE 2010-10   586 445     141  
    ILLINOIS TOOL WORKS 2009-08 PURCHASE 2010-10   935 813     122  
    FREEPORT-MCMORAN COPPER 2009-08 PURCHASE 2010-10   573 387     186  
    PEPSICO INC 2009-03 PURCHASE 2010-10   65 49     16  
    PEPSICO INC 2008-11 PURCHASE 2010-10   979 793     186  
    APPLE INC 2008-02 PURCHASE 2010-10   1,242 496     746  
    FREEPORT-MCMORAN COPPER 2009-08 PURCHASE 2010-10   99 64     35  
    FREEPORT-MCMORAN COPPER 2009-06 PURCHASE 2010-10   497 253     244  
    HEWLETT-PACKARD CO 2008-07 PURCHASE 2010-10   206 209     -3  
    HEWLETT-PACKARD CO 2008-07 PURCHASE 2010-10   822 882     -60  
    EMC CORP/MASS 2009-08 PURCHASE 2010-10   782 606     176  
    FREEPORT-MCMORAN COPPER 2009-08 PURCHASE 2010-10   639 451     188  
    COSTCO WHOLESALE CORP 2009-02 PURCHASE 2010-10   574 400     174  
    GILEAD SCIENCES INC 2006-07 PURCHASE 2010-10   530 455     75  
    TARGET CORP 2009-08 PURCHASE 2010-10   535 425     110  
    HEWLETT-PACKARD CO 2008-07 PURCHASE 2010-10   203 220     -17  
    HEWLETT-PACKARD CO 2008-06 PURCHASE 2010-10   406 479     -73  
    INTEL CORP 2009-09 PURCHASE 2010-09   193 194     -1  
    INTEL CORP 2009-07 PURCHASE 2010-09   578 560     18  
    ALLIANCEBERNSTEIN GLOBAL REAL ESTATE 2005-01 PURCHASE 2010-09   4,500 6,641     -2,141  
    TIME WARNER INC 2009-04 PURCHASE 2010-09   464 325     139  
    TIME WARNER INC 2008-12 PURCHASE 2010-09   1,547 913     634  
    ILLINOIS TOOL WORKS 2009-08 PURCHASE 2010-09   468 407     61  
    COSTCO WHOLESALE CORP 2008-12 PURCHASE 2010-09   620 538     82  
    GILEAD SCIENCES INC 2006-07 PURCHASE 2010-09   541 455     86  
    HEWLETT-PACKARD CO 2008-06 PURCHASE 2010-09   592 719     -127  
    HEWLETT-PACKARD CO 2008-05 PURCHASE 2010-09   680 789     -109  
    TARGET CORP 2009-08 PURCHASE 2010-09   594 468     126  
    GOOGLE INC-CL A 2005-08 PURCHASE 2010-09   959 596     363  
    TARGET CORP 2009-08 PURCHASE 2010-09   211 170     41  
    TARGET CORP 2009-06 PURCHASE 2010-09   370 277     93  
    HEWLETT-PACKARD CO 2008-05 PURCHASE 2010-09   201 232     -31  
    HEWLETT-PACKARD CO 2008-04 PURCHASE 2010-09   1,610 1,926     -316  
    TYCO ELECTRONICS LTD 2009-05 PURCHASE 2010-09   1,398 920     478  
    TYCO ELECTRONICS LTD 2009-05 PURCHASE 2010-09   381 304     77  
    GOLDMAN SACHS GROUP INC 2009-08 PURCHASE 2010-09   697 817     -120  
    GOLDMAN SACHS GROUP INC 2009-08 PURCHASE 2010-09   1,674 1,988     -314  
    GOLDMAN SACHS GROUP INC 2009-01 PURCHASE 2010-09   140 68     72  
    TARGET CORP 2009-06 PURCHASE 2010-08   409 316     93  
    VISA INC - CLASS A SHRS 2009-05 PURCHASE 2010-08   771 736     35  
    TARGET CORP 2009-04 PURCHASE 2010-08   51 40     11  
    INTEL CORP 2009-07 PURCHASE 2010-08   1,465 1,494     -29  
    COSTCO WHOLESALE CORP 2008-12 PURCHASE 2010-08   819 807     12  
    GILEAD SCIENCES INC 2006-07 PURCHASE 2010-08   387 364     23  
    GILEAD SCIENCES INC 2005-08 PURCHASE 2010-08   548 385     163  
    DANAHER CORP 2009-03 PURCHASE 2010-08   1,088 742     346  
    ILLINOIS TOOL WORKS 2009-08 PURCHASE 2010-08   857 818     39  
    INTEL CORP 2009-07 PURCHASE 2010-08   780 747     33  
    MERCK & CO. INC. 2009-05 PURCHASE 2010-08   599 397     202  
    MERCK & CO. INC. 2009-04 PURCHASE 2010-08   811 532     279  
    XL GROUP PLC 2008-10 PURCHASE 2010-08   640 488     152  
    AOL INC 2009-04 PURCHASE 2010-08   152 120     32  
    AOL INC 2008-12 PURCHASE 2010-08   87 67     20  
    AOL INC 2008-10 PURCHASE 2010-08   65 57     8  
    AOL INC 2008-06 PURCHASE 2010-08   195 223     -28  
    AOL INC 2006-09 PURCHASE 2010-08   43 63     -20  
    CAMERON INTERNATIONAL CORP 2007-11 PURCHASE 2010-08   1,636 1,905     -269  
    CIMAREX ENERGY CO 2009-07 PURCHASE 2010-07   967 479     488  
    MOTOROLA INC 2008-09 PURCHASE 2010-07   2,968 3,104     -136  
    HEWLETT-PACKARD CO 2008-04 PURCHASE 2010-07   462 481     -19  
    HEWLETT-PACKARD CO 2008-01 PURCHASE 2010-07   693 676     17  
    PEPSICO INC 2008-10 PURCHASE 2010-07   937 955     -18  
    INTEL CORP 2009-05 PURCHASE 2010-07   319 228     91  
    COSTCO WHOLESALE CORP 2008-12 PURCHASE 2010-07   842 807     35  
    SCHLUMBERGER LTD 2007-06 PURCHASE 2010-07   115 160     -45  
    SCHLUMBERGER LTD 2007-02 PURCHASE 2010-07   866 964     -98  
    INGERSOLL-RAND PLC 2009-07 PURCHASE 2010-07   340 214     126  
    INGERSOLL-RAND PLC 2009-06 PURCHASE 2010-07   1,701 1,122     579  
    INTEL CORP 2009-05 PURCHASE 2010-07   1,102 835     267  
    NOKIA CORP-SPON ADR 2009-02 PURCHASE 2010-07   430 510     -80  
    NOKIA CORP-SPON ADR 2009-02 PURCHASE 2010-07   43 67     -24  
    CONOCOPHILLIPS 2009-05 PURCHASE 2010-06   54 44     10  
    APPLE INC 2008-02 PURCHASE 2010-06   1,084 496     588  
    FRANKLIN RESOURCES INC 2007-11 PURCHASE 2010-06   849 1,049     -200  
    MERCK & CO. INC. 2009-04 PURCHASE 2010-06   831 545     286  
    MERCK & CO. INC. 2009-03 PURCHASE 2010-06   722 491     231  
    MERCK & CO. INC. 2009-03 PURCHASE 2010-06   253 169     84  
    DEVON ENERGY CORPORATION 2009-03 PURCHASE 2010-06   689 455     234  
    DEVON ENERGY CORPORATION 2009-03 PURCHASE 2010-06   689 425     264  
    DEVON ENERGY CORPORATION 2009-02 PURCHASE 2010-06   689 511     178  
    MACY'S INC 2008-07 PURCHASE 2010-06   1,098 940     158  
    MORGAN STANLEY 2007-10 PURCHASE 2010-06   386 1,003     -617  
    MORGAN STANLEY 2007-10 PURCHASE 2010-06   773 1,911     -1,138  
    MORGAN STANLEY 2007-09 PURCHASE 2010-06   258 634     -376  
    US BANCORP 2009-05 PURCHASE 2010-06   1,164 900     264  
    LIMITED BRANDS INC 2009-01 PURCHASE 2010-06   1,120 374     746  
    INTEL CORP 2009-05 PURCHASE 2010-06   901 684     217  
    APPLE INC 2008-02 PURCHASE 2010-06   1,055 496     559  
    BERNSTEIN INTERMEDIATE DURATION PORT 2005-08 PURCHASE 2010-05   4,500 4,420     80  
    MACY'S INC 2007-06 PURCHASE 2010-05   1,572 3,025     -1,453  
    MACY'S INC 2007-05 PURCHASE 2010-05   524 1,096     -572  
    MACY'S INC 2007-05 PURCHASE 2010-05   105 219     -114  
    INTEL CORP 2009-05 PURCHASE 2010-05   863 608     255  
    DEUTSCHE BANK AG-REGISTERED 2009-05 PURCHASE 2010-05   1,484 1,344     140  
    UNUM GROUP 2009-05 PURCHASE 2010-05   1,567 1,165     402  
    LIMITED BRANDS INC 2009-01 PURCHASE 2010-05   748 249     499  
    NOKIA CORP-SPON ADR 2009-02 PURCHASE 2010-05   754 937     -183  
    NOKIA CORP-SPON ADR 2009-02 PURCHASE 2010-05   808 975     -167  
    NOKIA CORP-SPON ADR 2009-01 PURCHASE 2010-05   539 616     -77  
    NOKIA CORP-SPON ADR 2008-12 PURCHASE 2010-05   485 601     -116  
    MOTOROLA INC 2008-09 PURCHASE 2010-05   34 39     -5  
    MOTOROLA INC 2008-06 PURCHASE 2010-05   996 1,300     -304  
    FREEPORT-MCMORAN COPPER 2009-05 PURCHASE 2010-05   145 99     46  
    NEWS CORP 2009-01 PURCHASE 2010-05   869 452     417  
    BAXTER INTERNATIONAL INC 2009-03 PURCHASE 2010-05   676 766     -90  
    JPMORGAN CHASE & CO 2008-09 PURCHASE 2010-05   525 527     -2  
    JPMORGAN CHASE & CO 2008-01 PURCHASE 2010-05   40 39     1  
    JPMORGAN CHASE & CO 2008-01 PURCHASE 2010-05   202 197     5  
    JPMORGAN CHASE & CO 2008-01 PURCHASE 2010-05   202 197     5  
    JPMORGAN CHASE & CO 2008-01 PURCHASE 2010-05   81 79     2  
    JPMORGAN CHASE & CO 2008-01 PURCHASE 2010-05   121 118     3  
    JPMORGAN CHASE & CO 2008-01 PURCHASE 2010-05   40 39     1  
    JPMORGAN CHASE & CO 2008-01 PURCHASE 2010-05   40 39     1  
    JPMORGAN CHASE & CO 2008-01 PURCHASE 2010-05   81 79     2  
    JPMORGAN CHASE & CO 2008-09 PURCHASE 2010-05   128 122     6  
    JPMORGAN CHASE & CO 2008-09 PURCHASE 2010-05   809 770     39  
    MERCK & CO. INC. 2009-03 PURCHASE 2010-05   1,403 939     464  
    GENERAL MILLS INC 2008-11 PURCHASE 2010-05   788 721     67  
    MERCK & CO. INC. 2008-09 PURCHASE 2010-05   36 35     1  
    BAXTER INTERNATIONAL INC 2008-10 PURCHASE 2010-05   712 888     -176  
    XL CAPITAL LTD -CLASS A 2008-10 PURCHASE 2010-05   177 139     38  
    XL CAPITAL LTD -CLASS A 2008-08 PURCHASE 2010-05   710 802     -92  
    MEDCO HEALTH SOLUTIONS INC 2008-04 PURCHASE 2010-05   1,330 991     339  
    GOLDMAN SACHS GROUP INC 2009-04 PURCHASE 2010-04   2,188 1,747     441  
    GOLDMAN SACHS GROUP INC 2008-11 PURCHASE 2010-04   2,188 1,056     1,132  
    WAL-MART STORES INC 2008-10 PURCHASE 2010-04   593 606     -13  
    QUALCOMM INC 2009-03 PURCHASE 2010-04   952 978     -26  
    QUALCOMM INC 2009-03 PURCHASE 2010-04   762 756     6  
    APPLE INC 2006-06 PURCHASE 2010-04   1,081 235     846  
    SYMANTEC CORP 2009-03 PURCHASE 2010-04   256 210     46  
    GOLDMAN SACHS GROUP INC 2008-11 PURCHASE 2010-04   800 352     448  
    GOLDMAN SACHS GROUP INC 2008-11 PURCHASE 2010-04   480 260     220  
    ALCON INC 2006-07 PURCHASE 2010-04   159 93     66  
    APPLE INC 2006-06 PURCHASE 2010-04   1,226 294     932  
    DEUTSCHE BANK AG-REGISTERED 2008-03 PURCHASE 2010-04   1,102 1,632     -530  
    DEUTSCHE BANK AG-REGISTERED 2008-02 PURCHASE 2010-04   1,102 1,661     -559  
    DEUTSCHE BANK AG-REGISTERED 2007-11 PURCHASE 2010-04   735 1,234     -499  
    GOLDMAN SACHS GROUP INC 2009-01 PURCHASE 2010-04   1,455 610     845  
    GOLDMAN SACHS GROUP INC 2008-11 PURCHASE 2010-04   162 87     75  
    GOLDMAN SACHS GROUP INC 2008-11 PURCHASE 2010-04   2,102 1,126     976  
    GOLDMAN SACHS GROUP INC 2008-09 PURCHASE 2010-04   809 787     22  
    GOLDMAN SACHS GROUP INC 2008-09 PURCHASE 2010-04   1,294 1,299     -5  
    J.C. PENNEY CO INC 2008-11 PURCHASE 2010-04   158 101     57  
    JPMORGAN CHASE & CO 2008-09 PURCHASE 2010-04   479 405     74  
    GOOGLE INC-CL A 2005-08 PURCHASE 2010-04   2,381 1,192     1,189  
    JPMORGAN CHASE & CO 2008-09 PURCHASE 2010-04   332 284     48  
    SPRINT NEXTEL CORP 2008-09 PURCHASE 2010-04   840 1,349     -509  
    SPRINT NEXTEL CORP 2008-04 PURCHASE 2010-04   105 163     -58  
    JPMORGAN CHASE & CO 2008-01 PURCHASE 2010-04   1,152 983     169  
    CBS CORP-CLASS B 2006-07 PURCHASE 2010-04   353 671     -318  
    CBS CORP-CLASS B 2006-04 PURCHASE 2010-04   635 1,134     -499  
    QUALCOMM INC 2009-03 PURCHASE 2010-03   209 189     20  
    QUALCOMM INC 2008-11 PURCHASE 2010-03   1,046 853     193  
    QUALCOMM INC 2008-10 PURCHASE 2010-03   836 808     28  
    CONOCOPHILLIPS 2007-11 PURCHASE 2010-03   1,283 2,097     -814  
    CONOCOPHILLIPS 2007-08 PURCHASE 2010-03   770 1,194     -424  
    CONOCOPHILLIPS 2007-08 PURCHASE 2010-03   513 796     -283  
    CONOCOPHILLIPS 2007-08 PURCHASE 2010-03   1,283 1,985     -702  
    CONOCOPHILLIPS 2007-07 PURCHASE 2010-03   770 1,235     -465  
    CONOCOPHILLIPS 2007-01 PURCHASE 2010-03   257 340     -83  
    MERCK & CO. INC. 2008-09 PURCHASE 2010-03   1,882 1,693     189  
    MERCK & CO. INC. 2008-07 PURCHASE 2010-03   1,383 1,383        
    TEVA PHARMACEUTICAL-SP ADR 2008-03 PURCHASE 2010-03   1,288 951     337  
    APPLE INC 2006-06 PURCHASE 2010-03   1,361 353     1,008  
    DEVON ENERGY CORPORATION 2009-01 PURCHASE 2010-03   1,048 965     83  
    DEVON ENERGY CORPORATION 2008-09 PURCHASE 2010-03   699 898     -199  
    DEVON ENERGY CORPORATION 2008-08 PURCHASE 2010-03   1,397 1,807     -410  
    SYMANTEC CORP 2008-12 PURCHASE 2010-03   751 511     240  
    J.C. PENNEY CO INC 2008-11 PURCHASE 2010-03   1,529 1,115     414  
    AT&T INC 2008-02 PURCHASE 2010-03   875 1,332     -457  
    AT&T INC 2007-10 PURCHASE 2010-03   1,250 2,072     -822  
    QUALCOMM INC 2008-10 PURCHASE 2010-02   190 202     -12  
    QUALCOMM INC 2008-09 PURCHASE 2010-02   948 1,086     -138  
    FRANKLIN RESOURCES INC 2007-11 PURCHASE 2010-02   101 117     -16  
    FRANKLIN RESOURCES INC 2007-01 PURCHASE 2010-02   907 1,055     -148  
    WESTERN DIGITAL CORP 2008-08 PURCHASE 2010-02   1,065 702     363  
    WESTERN DIGITAL CORP 2008-08 PURCHASE 2010-02   634 421     213  
    QUALCOMM INC 2008-09 PURCHASE 2010-02   581 651     -70  
    QUALCOMM INC 2008-07 PURCHASE 2010-02   775 1,101     -326  
    TIME WARNER INC 2008-10 PURCHASE 2010-02   681 586     95  
    AIR PRODUCTS & CHEMICALS INC 2007-11 PURCHASE 2010-02   547 773     -226  
    NEWS CORP 2009-01 PURCHASE 2010-02   968 565     403  
    CORNING INC 2008-12 PURCHASE 2010-02   267 130     137  
    CME GROUP INC 2008-03 PURCHASE 2010-02   854 1,420     -566  
    CME GROUP INC 2008-03 PURCHASE 2010-02   285 480     -195  
    QUALCOMM INC 2008-07 PURCHASE 2010-02   945 1,137     -192  
    BUNGE LTD 2009-01 PURCHASE 2010-01   241 165     76  
    WAL-MART STORES INC 2008-10 PURCHASE 2010-01   1,001 1,047     -46  
    LOWE'S COS INC 2008-10 PURCHASE 2010-01   773 650     123  
    TIME WARNER INC 2008-10 PURCHASE 2010-01   218 187     31  
    TIME WARNER INC 2008-06 PURCHASE 2010-01   1,145 1,365     -220  
    WESTERN DIGITAL CORP 2008-08 PURCHASE 2010-01   1,874 1,263     611  
    MERCK & CO. INC. 2008-07 PURCHASE 2010-01   550 537     13  
    MERCK & CO. INC. 2008-06 PURCHASE 2010-01   1,217 1,108     109  
    PFIZER INC 2006-07 PURCHASE 2010-01   1,424 1,765     -341  
    OCCIDENTAL PETROLEUM CORP 2008-12 PURCHASE 2010-01   1,261 722     539  
    CELGENE CORP 2008-03 PURCHASE 2010-01   575 559     16  
    CELGENE CORP 2007-11 PURCHASE 2010-01   575 624     -49  
    MERCK & CO. INC. 2008-06 PURCHASE 2010-01   565 536     29  

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    THE BUCHMAN FOUNDATION INC
    EIN: 20-3038264
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCKS & EQUITIES 1,038,212 1,001,553

    TY 2010 LoansFromOfficersSchedule
    Name:
    THE BUCHMAN FOUNDATION INC
    EIN: 20-3038264

    Item No. 1
    Lender's Name LOAN FROM DIRECTOR - ZOE ZAK
    Lender's Title  
    Original Amount of Loan 1338
    Balance Due 1338
    Date of Note 2010-01
    Maturity Date 2011-11
    Repayment Terms DUE UPON DEMAND
    Interest Rate  
    Security Provided by Borrower  
    Purpose of Loan TEMPORARY LOAN TO BE REPAID
    Description of Lender Consideration  
    Consideration FMV  


    TY 2010 OtherExpensesSchedule
    Name:
    THE BUCHMAN FOUNDATION INC
    EIN: 20-3038264
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    MANAGEMENT FEES - INVESTMENT 5,161      
    POSTAGE 51      


    TY 2010 OtherIncomeSchedule2
    Name:
    THE BUCHMAN FOUNDATION INC
    EIN: 20-3038264
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME 618   618


    TY 2010 TaxesSchedule
    Name:
    THE BUCHMAN FOUNDATION INC
    EIN: 20-3038264
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NYS DEPT OF LAW FILING FEES 110      
    FOREIGN TAX 997