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
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
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)3850 SEDGWICK AVEROOM/SUITE APT 3ERoom/suite
City or town, state, and ZIP code
BRONX, NY10463
A Employer identification number

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

(845) 853-5134
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$871,722J 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 4 4  
4 Dividends and interest from securities...... 21,454 21,454  
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 28,539
b Gross sales price for all assets on line 6a 455,172
7 Capital gain net income (from Part IV, line 2)... 4,175
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 284   284
12 Total. Add lines 1 through 11........ 50,281 25,633 284
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,000     18,000
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 5,500     5,500
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 1,173 913   260
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 5,355 5,284   71
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,028 6,197   23,831
25 Contributions, gifts, grants paid........ 46,000 46,000
26 Total expenses and disbursements. Add lines 24 and 25 76,028 6,197   69,831
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -25,747
b Net investment income (if negative, enter -0-) 19,436
c Adjusted net income (if negative, enter -0-)... 284
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
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............... 16,487 7,947 7,947
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)........ 1,038,212 Click to see attachment1,019,667 863,775
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) 1,054,699 1,027,614 871,722
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons 1,338  
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 1,338 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 1,053,361 1,027,614
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).................... 1,053,361 1,027,614
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,054,699 1,027,614
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 1,053,361
2 Enter amount from Part I, line 27a..................... 2 -25,747
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 1,027,614
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 1,027,614
Form 990-PF (2011)
Form 990-PF (2011)
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 4,175
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))
2010 33,738 953,583 0.035380
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
2 Total of line 1, column (d) ...................... 2 0.317211
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 0.063442
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 978,508
5 Multiply line 4 by line 3....................... 5 62,079
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 194
7 Add lines 5 and 6......................... 7 62,273
8 Enter qualifying distributions from Part XII, line 4.............. 8 69,831
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 (2011)
Form 990-PF (2011)
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 1 194
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............................ 3 194
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- ..... 5 194
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 3,239
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 3,239
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 3,045
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet3,045 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 2011 or the taxable year beginning in 2011 (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 atbullet3850 SEDGWICK AVE APT 3EBRONXNY ZIP+4bullet10463
    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 2011, 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 (2011)
    Form 990-PF (2011)
    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 2011?.............
    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 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    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 2011 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 2011.)....................
    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 2011?
    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 (2011)
    Form 990-PF (2011)
    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     		6,000 0 0
    3850 SEDGWICK AVE APT 3E
    BRONX,NY10463
    DEBORAH BUCHMAN STEHRClick to see attachment SECRETARY
    2.00     		6,000 0 0
    1052 BLACKWELL ROAD
    ANNAPOLIS,MD21403
    ZOE B ZAKClick to see attachment PRESIDENT
    7.00     		6,000 0 0
    3850 SEDGWICK AVE APT 3E
    BRONX,NY10463
    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 (2011)
    Form 990-PF (2011)
    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
    985,561
    b
    Average of monthly cash balances.......................
    1b
    7,848
    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
    993,409
    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
    993,409
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    14,901
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    978,508
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    48,925
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    48,925
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    194
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    194
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    48,731
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    48,731
    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
    48,731
    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
    69,831
    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
    69,831
    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
    194
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    69,637
    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 (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 48,731
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006....... 19,809
    b From 2007....... 18,318
    c From 2008....... 30,714
    d From 2009....... 38,870
    e From 2010....... 34,000
    fTotal of lines 3a through e......... 141,711
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 69,831
    a Applied to 2010, 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 2011 distributable amount..... 48,731
    e Remaining amount distributed out of corpus 21,100
    5 Excess distributions carryover applied to 2011.    
    (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 5 162,811
    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 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. 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 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		19,809
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		143,002
    10 Analysis of line 9:
    a Excess from 2007.... 18,318
    b Excess from 2008.... 30,714
    c Excess from 2009.... 38,870
    d Excess from 2010.... 34,000
    e Excess from 2011.... 21,100
    Form 990-PF (2011)
    Form 990-PF (2011)
    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 2011, 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) 2011 (b) 2010 (c) 2009 (d) 2008
             
    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
    3850 SEDGWICK AVE APT 3E
    BRONX,NY10463
    (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 (2011)
    Form 990-PF (2011)
    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 7,000
    ALBANY INST OF HISTORY &
    125 WASHINGTON AVENUE
    ALBANY,NY12210     		NONE PUBLIC HUDSON RIVER PANORAMA EXIT 7,000
    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 4,000
    JEWISH HOUSING COUNCIL
    1951 N HONORE AVE
    SARASOTA,FL34235     		NONE PUBLIC TO SUPPORT KOBERNICK-ANCHIN PAVILLI 1,000
    FOOTSTEPS
    217 THOMPSON ST STE 367
    NEW YORK,NY10012     		NONE PUBLIC TO SUPPORT GOOD WORK CHARITY 2,000
    CHABAD LUBOVITCH OF ULSTER CTY
    254 LUCAS AVE
    KINGSTON,NY12401     		NONE PUBLIC TO SUPPORT GOOD WORK CHARITY 1,000
    RAVENSBEARD WILDWIFE
    75 TURKEY POINT
    SAUGERTIES,NY12477     		NONE PUBLIC TO SUPPORT GOOD WORK CHARITY 3,000
    CHELSEA JEWISH FOUNDATION
    165 CPATAINS ROW
    CHELSEA,MA02150     		NONE PUBLIC TO SUPPORT GOOD WORK CHARITY 1,000
    Total .................................bullet 3a 46,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    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 4  
    4 Dividends and interest from securities....     14 21,454  
    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         28,539
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aMISCELLANEOUS INCOME     1 284  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   21,742 28,539
    13Total. Add line 12, columns (b), (d), and (e)..................
    1350,281
    (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 (2011)
    Form 990-PF (2011)
    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 (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    THE BUCHMAN FOUNDATION INC
    EIN: 20-3038264
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 5,500     5,500

    TY 2011 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 2011 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
    SALESFORCE.COM INC 2011-12 PURCHASE 2011-12   1,016 1,164     -148  
    SEAGATE TECHNOLOGY 2011-11 PURCHASE 2011-12   1,218 1,195     23  
    LAS VEGAS SANDS CORP 2011-08 PURCHASE 2011-12   641 626     15  
    PRECISION CASTPARTS CORP 2011-06 PURCHASE 2011-12   825 763     62  
    FMC TECHNOLOGIES INC 2011-05 PURCHASE 2011-12   784 656     128  
    COVIDIEN PLC 2011-05 PURCHASE 2011-12   678 855     -177  
    METLIFE INC 2011-04 PURCHASE 2011-12   156 221     -65  
    METLIFE INC 2011-04 PURCHASE 2011-12   626 892     -266  
    METLIFE INC 2011-03 PURCHASE 2011-12   469 686     -217  
    METLIFE INC 2011-03 PURCHASE 2011-12   1,407 2,065     -658  
    BORGWARNER INC 2011-02 PURCHASE 2011-12   703 827     -124  
    BORGWARNER INC 2011-02 PURCHASE 2011-12   575 714     -139  
    MONSANTO CO 2011-02 PURCHASE 2011-12   1,053 1,131     -78  
    DEVON ENERGY CORPORATION 2011-01 PURCHASE 2011-12   622 839     -217  
    ROCKWELL AUTOMATION INC 2011-01 PURCHASE 2011-12   735 748     -13  
    DEVON ENERGY CORPORATION 2010-12 PURCHASE 2011-12   933 1,173     -240  
    UNITEDHEALTH GROUP INC 2011-06 PURCHASE 2011-12   1,996 2,019     -23  
    CONOCOPHILLIPS 2011-07 PURCHASE 2011-12   1,030 1,147     -117  
    CONOCOPHILLIPS 2011-06 PURCHASE 2011-12   1,030 1,074     -44  
    RIVERBED TECHNOLOGY INC 2011-06 PURCHASE 2011-12   589 946     -357  
    CELGENE CORP 2011-05 PURCHASE 2011-12   949 912     37  
    CELGENE CORP 2011-02 PURCHASE 2011-12   960 791     169  
    COMCAST CORP-CL A 2011-02 PURCHASE 2011-12   140 152     -12  
    COMCAST CORP-CL A 2011-01 PURCHASE 2011-12   585 585        
    PEPSICO INC 2011-09 PURCHASE 2011-12   967 904     63  
    CONOCOPHILLIPS 2011-06 PURCHASE 2011-12   1,445 1,432     13  
    CONOCOPHILLIPS 2011-05 PURCHASE 2011-12   723 727     -4  
    CONOCOPHILLIPS 2011-04 PURCHASE 2011-12   1,807 1,932     -125  
    LAS VEGAS SANDS CORP 2011-08 PURCHASE 2011-12   911 835     76  
    RIVERBED TECHNOLOGY INC 2011-05 PURCHASE 2011-12   809 1,137     -328  
    WELLPOINT INC 2011-03 PURCHASE 2011-12   1,037 1,018     19  
    GILEAD SCIENCES INC 2011-07 PURCHASE 2011-11   868 924     -56  
    ANADARKO PETROLEUM CORP 2011-07 PURCHASE 2011-11   1,497 1,544     -47  
    ANADARKO PETROLEUM CORP 2011-06 PURCHASE 2011-11   449 459     -10  
    ARUBA NETWORKS INC 2011-07 PURCHASE 2011-11   829 862     -33  
    ARUBA NETWORKS INC 2011-07 PURCHASE 2011-11   711 739     -28  
    ROVI CORP 2011-02 PURCHASE 2011-11   583 1,121     -538  
    ROVI CORP 2011-01 PURCHASE 2011-11   292 640     -348  
    PROCTER & GAMBLE CO 2011-04 PURCHASE 2011-11   830 806     24  
    PROCTER & GAMBLE CO 2011-03 PURCHASE 2011-10   1,423 1,341     82  
    BORGWARNER INC 2011-02 PURCHASE 2011-10   760 793     -33  
    LIMITED BRANDS INC 2010-11 PURCHASE 2011-10   657 496     161  
    WELLS FARGO & COMPANY 2011-09 PURCHASE 2011-10   815 774     41  
    DELL INC 2010-12 PURCHASE 2011-10   816 669     147  
    RIVERBED TECHNOLOGY INC 2011-05 PURCHASE 2011-10   123 189     -66  
    RIVERBED TECHNOLOGY INC 2011-04 PURCHASE 2011-10   740 1,066     -326  
    UNITED TECHNOLOGIES CORP 2011-07 PURCHASE 2011-10   958 1,140     -182  
    JUNIPER NETWORKS INC 2011-02 PURCHASE 2011-10   522 1,096     -574  
    JUNIPER NETWORKS INC 2011-01 PURCHASE 2011-10   313 553     -240  
    ALCOA INC 2011-05 PURCHASE 2011-10   373 641     -268  
    ALCOA INC 2010-12 PURCHASE 2011-10   699 1,050     -351  
    ALCOA INC 2010-12 PURCHASE 2011-10   132 210     -78  
    ALCOA INC 2010-11 PURCHASE 2011-10   483 768     -285  
    OCCIDENTAL PETROLEUM CORP 2011-05 PURCHASE 2011-10   563 861     -298  
    DELTA AIR LINES INC 2011-01 PURCHASE 2011-09   572 905     -333  
    DELTA AIR LINES INC 2011-01 PURCHASE 2011-09   229 351     -122  
    CITRIX SYSTEMS INC 2010-10 PURCHASE 2011-09   169 183     -14  
    STANLEY BLACK & DECKER INC 2011-05 PURCHASE 2011-09   514 755     -241  
    STANLEY BLACK & DECKER INC 2011-04 PURCHASE 2011-09   617 925     -308  
    DELTA AIR LINES INC 2011-01 PURCHASE 2011-09   373 527     -154  
    DELTA AIR LINES INC 2010-11 PURCHASE 2011-09   249 420     -171  
    DIRECTV-CLASS A 2011-01 PURCHASE 2011-09   208 213     -5  
    ACCENTURE PLC-CL A 2010-10 PURCHASE 2011-09   815 669     146  
    ALTRIA GROUP INC 2010-09 PURCHASE 2011-09   679 602     77  
    UNITEDHEALTH GROUP INC 2011-06 PURCHASE 2011-09   1,243 1,262     -19  
    STANLEY BLACK & DECKER INC 2011-04 PURCHASE 2011-09   572 771     -199  
    STANLEY BLACK & DECKER INC 2010-12 PURCHASE 2011-09   458 538     -80  
    OCCIDENTAL PETROLEUM CORP 2011-05 PURCHASE 2011-09   158 215     -57  
    OCCIDENTAL PETROLEUM CORP 2011-04 PURCHASE 2011-09   475 609     -134  
    NEWS CORP 2010-10 PURCHASE 2011-09   1,070 899     171  
    STANLEY BLACK & DECKER INC 2010-12 PURCHASE 2011-08   619 672     -53  
    STARBUCKS CORP 2010-09 PURCHASE 2011-08   964 620     344  
    MONSANTO CO 2010-08 PURCHASE 2011-08   140 113     27  
    ROYAL CARIBBEAN CRUISES LTD 2011-06 PURCHASE 2011-08   508 742     -234  
    DOW CHEMICAL 2011-01 PURCHASE 2011-08   1,119 1,410     -291  
    DOW CHEMICAL 2011-01 PURCHASE 2011-08   699 895     -196  
    DOW CHEMICAL 2011-01 PURCHASE 2011-08   196 247     -51  
    RIVERBED TECHNOLOGY INC 2011-04 PURCHASE 2011-08   103 178     -75  
    RIVERBED TECHNOLOGY INC 2011-02 PURCHASE 2011-08   410 838     -428  
    RIVERBED TECHNOLOGY INC 2011-02 PURCHASE 2011-08   205 389     -184  
    NABORS INDUSTRIES LTD 2011-03 PURCHASE 2011-08   707 1,138     -431  
    NABORS INDUSTRIES LTD 2011-02 PURCHASE 2011-08   884 1,331     -447  
    RAYTHEON COMPANY 2011-04 PURCHASE 2011-08   620 760     -140  
    RAYTHEON COMPANY 2011-03 PURCHASE 2011-08   620 772     -152  
    NEWS CORP 2010-10 PURCHASE 2011-08   658 553     105  
    OCCIDENTAL PETROLEUM CORP 2011-04 PURCHASE 2011-08   593 711     -118  
    TESORO CORPORATION 2011-02 PURCHASE 2011-08   1,062 1,333     -271  
    HESS CORP 2011-05 PURCHASE 2011-08   2,596 3,658     -1,062  
    HESS CORP 2010-11 PURCHASE 2011-08   552 696     -144  
    HESS CORP 2010-08 PURCHASE 2011-08   718 682     36  
    SPRINT NEXTEL CORP 2011-05 PURCHASE 2011-08   721 1,294     -573  
    RELIANCE STEEL & ALUMINUM 2011-01 PURCHASE 2011-08   926 1,296     -370  
    OCCIDENTAL PETROLEUM CORP 2011-01 PURCHASE 2011-08   973 1,163     -190  
    DELL INC 2010-10 PURCHASE 2011-08   561 565     -4  
    DEVON ENERGY CORPORATION 2010-12 PURCHASE 2011-08   701 782     -81  
    RAYTHEON COMPANY 2011-03 PURCHASE 2011-08   421 515     -94  
    RAYTHEON COMPANY 2010-11 PURCHASE 2011-08   1,051 1,182     -131  
    HCA HOLDINGS INC 2011-05 PURCHASE 2011-08   477 698     -221  
    NETAPP INC 2011-05 PURCHASE 2011-08   1,143 1,339     -196  
    HCA HOLDINGS INC 2011-04 PURCHASE 2011-08   954 1,345     -391  
    OCCIDENTAL PETROLEUM CORP 2011-01 PURCHASE 2011-08   283 291     -8  
    LOWE'S COS INC 2010-12 PURCHASE 2011-08   204 251     -47  
    COOPER INDUSTRIES PLC 2010-09 PURCHASE 2011-08   105 86     19  
    COOPER INDUSTRIES PLC 2010-09 PURCHASE 2011-08   683 558     125  
    MONSANTO CO 2010-08 PURCHASE 2011-08   1,080 892     188  
    AT&T INC 2011-04 PURCHASE 2011-07   733 773     -40  
    AT&T INC 2011-04 PURCHASE 2011-07   1,612 1,690     -78  
    DEVON ENERGY CORPORATION 2010-08 PURCHASE 2011-07   1,611 1,263     348  
    DEVON ENERGY CORPORATION 2010-08 PURCHASE 2011-07   805 638     167  
    LOWE'S COS INC 2011-03 PURCHASE 2011-07   566 658     -92  
    SOUTHWESTERN ENERGY 2011-03 PURCHASE 2011-07   1,193 1,027     166  
    LOWE'S COS INC 2011-02 PURCHASE 2011-07   566 635     -69  
    SPRINT NEXTEL CORP 2011-05 PURCHASE 2011-07   129 144     -15  
    SPRINT NEXTEL CORP 2011-05 PURCHASE 2011-07   776 777     -1  
    SPRINT NEXTEL CORP 2011-03 PURCHASE 2011-07   388 377     11  
    ENSCO PLC- SPON ADR 2011-05 PURCHASE 2011-07   1,843 1,905     -62  
    RIVERBED TECHNOLOGY INC 2011-02 PURCHASE 2011-07   803 972     -169  
    AT&T INC 2011-03 PURCHASE 2011-07   1,061 980     81  
    AT&T INC 2011-03 PURCHASE 2011-07   758 691     67  
    DELL INC 2010-10 PURCHASE 2011-07   949 776     173  
    DELL INC 2010-09 PURCHASE 2011-07   863 644     219  
    AT&T INC 2011-03 PURCHASE 2011-07   752 715     37  
    AT&T INC 2011-03 PURCHASE 2011-07   306 286     20  
    AT&T INC 2011-03 PURCHASE 2011-07   1,223 1,141     82  
    MOTOROLA SOLUTIONS INC 2011-05 PURCHASE 2011-07   678 705     -27  
    MOTOROLA SOLUTIONS INC 2011-04 PURCHASE 2011-07   678 660     18  
    MOTOROLA SOLUTIONS INC 2011-04 PURCHASE 2011-07   1,135 1,100     35  
    STEEL DYNAMICS INC 2011-01 PURCHASE 2011-06   979 1,099     -120  
    MOTOROLA SOLUTIONS INC 2011-04 PURCHASE 2011-06   691 660     31  
    NEWFIELD EXPLORATION CO 2011-05 PURCHASE 2011-06   842 949     -107  
    PARKER HANNIFIN CORP 2010-12 PURCHASE 2011-06   1,190 1,191     -1  
    SPRINT NEXTEL CORP 2011-03 PURCHASE 2011-06   893 879     14  
    DTE ENERGY COMPANY 2011-03 PURCHASE 2011-06   978 959     19  
    HUNTINGTON INGALLS INDUST-WI 2010-12 PURCHASE 2011-06   220 238     -18  
    HUNTINGTON INGALLS INDUST-WI 2010-10 PURCHASE 2011-06   257 232     25  
    GOLDMAN SACHS GROUP INC 2010-08 PURCHASE 2011-06   1,206 1,386     -180  
    NEWFIELD EXPLORATION CO 2010-09 PURCHASE 2011-06   701 553     148  
    SOUTHWESTERN ENERGY 2010-11 PURCHASE 2011-06   648 548     100  
    TIME WARNER INC 2011-04 PURCHASE 2011-05   1,083 1,066     17  
    AON CORP 2011-02 PURCHASE 2011-05   674 684     -10  
    CAMERON INTERNATIONAL CORP 2011-01 PURCHASE 2011-05   955 1,037     -82  
    DELL INC 2010-08 PURCHASE 2011-05   1,185 884     301  
    GOLDMAN SACHS GROUP INC 2010-07 PURCHASE 2011-05   1,086 1,182     -96  
    EDISON INTERNATIONAL 2011-03 PURCHASE 2011-05   790 756     34  
    EDISON INTERNATIONAL 2010-12 PURCHASE 2011-05   1,975 1,930     45  
    ARCHER-DANIELS-MIDLAND CO 2011-02 PURCHASE 2011-05   945 1,090     -145  
    COMCAST CORP-CL A 2011-02 PURCHASE 2011-05   396 404     -8  
    DOW CHEMICAL 2011-01 PURCHASE 2011-05   2,041 1,942     99  
    GOLDMAN SACHS GROUP INC 2010-07 PURCHASE 2011-05   1,135 1,201     -66  
    ALLERGAN INC 2010-11 PURCHASE 2011-05   814 685     129  
    MORGAN STANLEY 2010-09 PURCHASE 2011-05   738 790     -52  
    JUNIPER NETWORKS INC 2011-01 PURCHASE 2011-05   1,133 1,107     26  
    JOHNSON & JOHNSON 2010-06 PURCHASE 2011-05   784 711     73  
    JOHNSON & JOHNSON 2010-06 PURCHASE 2011-05   327 298     29  
    SOUTHWESTERN ENERGY 2010-11 PURCHASE 2011-05   431 366     65  
    SOUTHWESTERN ENERGY 2010-11 PURCHASE 2011-05   646 569     77  
    DELL INC 2010-08 PURCHASE 2011-05   78 59     19  
    DELL INC 2010-08 PURCHASE 2011-05   390 295     95  
    TEVA PHARMACEUTICAL-SP ADR 2011-03 PURCHASE 2011-04   598 644     -46  
    AON CORP 2011-02 PURCHASE 2011-04   366 368     -2  
    AON CORP 2011-01 PURCHASE 2011-04   1,567 1,344     223  
    AON CORP 2011-01 PURCHASE 2011-04   783 681     102  
    CONSTELLATION ENERGY GROUP 2010-05 PURCHASE 2011-04   1,161 1,263     -102  
    ROVI CORP 2011-01 PURCHASE 2011-04   246 320     -74  
    ROVI CORP 2010-12 PURCHASE 2011-04   984 1,139     -155  
    DIRECTV-CLASS A 2010-06 PURCHASE 2011-04   917 768     149  
    AON CORP 2011-01 PURCHASE 2011-04   787 681     106  
    EATON CORP 2010-12 PURCHASE 2011-04   1,051 992     59  
    EATON CORP 2010-11 PURCHASE 2011-04   210 196     14  
    LIMITED BRANDS INC 2010-11 PURCHASE 2011-04   1,511 1,243     268  
    KOHLS CORP 2010-10 PURCHASE 2011-04   811 786     25  
    KOHLS CORP 2010-09 PURCHASE 2011-04   811 745     66  
    HONEYWELL INTERNATIONAL INC 2011-02 PURCHASE 2011-04   1,150 1,127     23  
    HONEYWELL INTERNATIONAL INC 2010-09 PURCHASE 2011-04   172 132     40  
    CARNIVAL CORP 2011-03 PURCHASE 2011-04   560 583     -23  
    KOHLS CORP 2010-09 PURCHASE 2011-04   1,906 1,720     186  
    CONSTELLATION ENERGY GROUP 2010-05 PURCHASE 2011-04   660 722     -62  
    HONEYWELL INTERNATIONAL INC 2010-09 PURCHASE 2011-04   704 530     174  
    HONEYWELL INTERNATIONAL INC 2010-06 PURCHASE 2011-04   470 329     141  
    MCKESSON CORP 2011-02 PURCHASE 2011-04   711 725     -14  
    KIMBERLY-CLARK CORP 2010-12 PURCHASE 2011-04   660 620     40  
    BB&T CORP 2010-12 PURCHASE 2011-04   819 721     98  
    KIMBERLY-CLARK CORP 2010-08 PURCHASE 2011-04   660 658     2  
    KOHLS CORP 2010-06 PURCHASE 2011-04   815 764     51  
    COMERICA INC 2010-05 PURCHASE 2011-04   555 573     -18  
    COMERICA INC 2010-05 PURCHASE 2011-04   1,111 1,208     -97  
    CARNIVAL CORP 2011-03 PURCHASE 2011-04   575 609     -34  
    CISCO SYSTEMS INC 2011-02 PURCHASE 2011-04   596 763     -167  
    CARNIVAL CORP 2010-12 PURCHASE 2011-04   575 637     -62  
    CARNIVAL CORP 2010-10 PURCHASE 2011-04   192 211     -19  
    CARNIVAL CORP 2010-10 PURCHASE 2011-04   575 634     -59  
    CARNIVAL CORP 2010-10 PURCHASE 2011-04   1,151 1,178     -27  
    ALCOA INC 2010-11 PURCHASE 2011-04   699 558     141  
    CAPITAL ONE FINANCIAL CORP 2010-08 PURCHASE 2011-04   1,306 955     351  
    EMERSON ELECTRIC CO 2011-02 PURCHASE 2011-03   863 928     -65  
    MCKESSON CORP 2011-02 PURCHASE 2011-03   722 725     -3  
    EMERSON ELECTRIC CO 2011-02 PURCHASE 2011-03   1,439 1,546     -107  
    EMERSON ELECTRIC CO 2011-02 PURCHASE 2011-03   1,439 1,484     -45  
    OCCIDENTAL PETROLEUM CORP 2010-07 PURCHASE 2011-03   499 406     93  
    OCCIDENTAL PETROLEUM CORP 2010-06 PURCHASE 2011-03   299 248     51  
    COSTCO WHOLESALE CORP 2010-05 PURCHASE 2011-03   705 579     126  
    COSTCO WHOLESALE CORP 2010-04 PURCHASE 2011-03   70 59     11  
    CISCO SYSTEMS INC 2011-02 PURCHASE 2011-03   255 327     -72  
    CISCO SYSTEMS INC 2010-10 PURCHASE 2011-03   425 560     -135  
    VODAFONE GROUP PLC-SP ADR 2010-10 PURCHASE 2011-03   693 646     47  
    CISCO SYSTEMS INC 2010-10 PURCHASE 2011-03   425 542     -117  
    CME GROUP INC 2010-08 PURCHASE 2011-03   574 504     70  
    VODAFONE GROUP PLC-SP ADR 2010-05 PURCHASE 2011-03   1,248 837     411  
    CME GROUP INC 2010-05 PURCHASE 2011-03   861 988     -127  
    DELTA AIR LINES INC 2010-11 PURCHASE 2011-03   613 840     -227  
    DELTA AIR LINES INC 2010-04 PURCHASE 2011-03   715 1,022     -307  
    GOODRICH CORP 2010-04 PURCHASE 2011-03   497 426     71  
    GOODRICH CORP 2010-04 PURCHASE 2011-03   745 634     111  
    HONEYWELL INTERNATIONAL INC 2010-06 PURCHASE 2011-03   666 493     173  
    POTASH CORP OF SASKATCHEWAN 2010-12 PURCHASE 2011-03   705 604     101  
    PARKER HANNIFIN CORP 2010-12 PURCHASE 2011-03   843 851     -8  
    PARKER HANNIFIN CORP 2010-12 PURCHASE 2011-03   84 85     -1  
    PARKER HANNIFIN CORP 2010-08 PURCHASE 2011-03   337 262     75  
    KIMBERLY-CLARK CORP 2010-08 PURCHASE 2011-03   969 988     -19  
    KIMBERLY-CLARK CORP 2010-08 PURCHASE 2011-03   644 658     -14  
    OCCIDENTAL PETROLEUM CORP 2010-06 PURCHASE 2011-03   305 248     57  
    FORD MOTOR CO 2010-05 PURCHASE 2011-03   723 620     103  
    FORD MOTOR CO 2010-04 PURCHASE 2011-03   723 679     44  
    FORD MOTOR CO 2010-04 PURCHASE 2011-03   145 142     3  
    COSTCO WHOLESALE CORP 2010-04 PURCHASE 2011-03   653 530     123  
    EATON CORP 2010-11 PURCHASE 2011-03   892 785     107  
    EATON CORP 2010-11 PURCHASE 2011-03   446 371     75  
    DEERE & CO 2010-10 PURCHASE 2011-03   649 539     110  
    CAPITAL ONE FINANCIAL CORP 2010-08 PURCHASE 2011-03   245 191     54  
    CAPITAL ONE FINANCIAL CORP 2010-05 PURCHASE 2011-03   1,471 1,352     119  
    DELTA AIR LINES INC 2010-04 PURCHASE 2011-03   362 511     -149  
    DELTA AIR LINES INC 2010-03 PURCHASE 2011-03   826 1,031     -205  
    PARKER HANNIFIN CORP 2010-08 PURCHASE 2011-02   1,067 785     282  
    PARKER HANNIFIN CORP 2010-08 PURCHASE 2011-02   178 126     52  
    CISCO SYSTEMS INC 2010-09 PURCHASE 2011-02   457 543     -86  
    FIFTH THIRD BANCORP 2010-07 PURCHASE 2011-02   787 679     108  
    CISCO SYSTEMS INC 2010-06 PURCHASE 2011-02   457 541     -84  
    FIFTH THIRD BANCORP 2010-06 PURCHASE 2011-02   1,717 1,632     85  
    FORD MOTOR CO 2010-04 PURCHASE 2011-02   585 566     19  
    CISCO SYSTEMS INC 2010-04 PURCHASE 2011-02   457 665     -208  
    CISCO SYSTEMS INC 2010-04 PURCHASE 2011-02   549 781     -232  
    EATON CORP 2010-11 PURCHASE 2011-02   318 278     40  
    EATON CORP 2010-11 PURCHASE 2011-02   848 728     120  
    VERTEX PHARMACEUTICALS INC 2010-10 PURCHASE 2011-02   659 524     135  
    PARKER HANNIFIN CORP 2010-08 PURCHASE 2011-02   1,487 1,067     420  
    VERTEX PHARMACEUTICALS INC 2010-05 PURCHASE 2011-02   1,317 1,116     201  
    NETFLIX INC 2011-01 PURCHASE 2011-02   696 551     145  
    NETFLIX INC 2011-01 PURCHASE 2011-02   707 553     154  
    HONEYWELL INTERNATIONAL INC 2010-06 PURCHASE 2011-02   1,436 1,027     409  
    NETFLIX INC 2011-01 PURCHASE 2011-02   1,915 1,474     441  
    DEERE & CO 2010-10 PURCHASE 2011-02   287 231     56  
    DEERE & CO 2010-10 PURCHASE 2011-02   956 768     188  
    DEERE & CO 2010-10 PURCHASE 2011-02   669 481     188  
    MICROSOFT CORP 2010-09 PURCHASE 2011-02   666 597     69  
    MICROSOFT CORP 2010-08 PURCHASE 2011-02   533 483     50  
    MICROSOFT CORP 2010-07 PURCHASE 2011-02   533 509     24  
    NVIDIA CORP 2011-01 PURCHASE 2011-02   683 465     218  
    DEERE & CO 2010-10 PURCHASE 2011-02   748 550     198  
    DEERE & CO 2010-09 PURCHASE 2011-02   280 219     61  
    NVIDIA CORP 2011-01 PURCHASE 2011-02   344 233     111  
    NVIDIA CORP 2010-10 PURCHASE 2011-02   459 238     221  
    SAFEWAY INC 2010-04 PURCHASE 2011-02   3,247 3,913     -666  
    DEERE & CO 2010-09 PURCHASE 2011-02   1,132 876     256  
    SOUTHWESTERN ENERGY 2010-11 PURCHASE 2011-02   390 379     11  
    SOUTHWESTERN ENERGY 2010-10 PURCHASE 2011-02   195 173     22  
    COMCAST CORP-CL A 2010-06 PURCHASE 2011-02   693 539     154  
    MICROSOFT CORP 2010-03 PURCHASE 2011-02   558 582     -24  
    MICROSOFT CORP 2010-02 PURCHASE 2011-02   977 989     -12  
    FORD MOTOR CO 2010-02 PURCHASE 2011-02   646 461     185  
    CF INDUSTRIES HOLDINGS INC 2010-10 PURCHASE 2011-01   1,079 787     292  
    CF INDUSTRIES HOLDINGS INC 2010-09 PURCHASE 2011-01   945 647     298  
    CF INDUSTRIES HOLDINGS INC 2010-08 PURCHASE 2011-01   675 423     252  
    POTASH CORP OF SASKATCHEWAN 2010-12 PURCHASE 2011-01   1,046 837     209  
    SOUTHWESTERN ENERGY 2010-10 PURCHASE 2011-01   785 692     93  
    TARGET CORP 2010-05 PURCHASE 2011-01   490 510     -20  
    AGRIUM INC 2010-11 PURCHASE 2011-01   1,067 1,037     30  
    AGRIUM INC 2010-08 PURCHASE 2011-01   1,601 1,196     405  
    NVIDIA CORP 2010-10 PURCHASE 2011-01   617 298     319  
    GAP INC/THE 2010-03 PURCHASE 2011-01   801 928     -127  
    NVIDIA CORP 2010-10 PURCHASE 2011-01   1,448 715     733  
    FREEPORT-MCMORAN COPPER 2010-08 PURCHASE 2011-01   633 420     213  
    SARA LEE CORP 2010-06 PURCHASE 2011-01   1,851 1,489     362  
    SARA LEE CORP 2010-05 PURCHASE 2011-01   926 723     203  
    SARA LEE CORP 2010-05 PURCHASE 2011-01   463 337     126  
    CABLEVISION SYS CORP 2010-10 PURCHASE 2011-01   850 668     182  
    FREEPORT-MCMORAN COPPER 2010-08 PURCHASE 2011-01   220 140     80  
    FREEPORT-MCMORAN COPPER 2010-07 PURCHASE 2011-01   439 249     190  
    CABLEVISION SYS CORP 2010-05 PURCHASE 2011-01   340 228     112  
    SOUTHWESTERN ENERGY 2010-10 PURCHASE 2011-01   984 865     119  
    MICROSOFT CORP 2010-07 PURCHASE 2011-01   982 891     91  
    INTUIT INC 2010-12 PURCHASE 2011-12   791 731     60  
    LOWE'S COS INC 2010-12 PURCHASE 2011-12   636 627     9  
    EXPRESS SCRIPTS INC 2010-12 PURCHASE 2011-12   224 272     -48  
    LIMITED BRANDS INC 2010-11 PURCHASE 2011-12   1,013 826     187  
    ALLERGAN INC 2010-11 PURCHASE 2011-12   1,320 1,028     292  
    STARBUCKS CORP 2010-11 PURCHASE 2011-12   693 457     236  
    CITRIX SYSTEMS INC 2010-10 PURCHASE 2011-12   906 913     -7  
    ACCENTURE PLC-CL A 2010-10 PURCHASE 2011-12   267 228     39  
    ACCENTURE PLC-CL A 2010-10 PURCHASE 2011-12   534 455     79  
    FLOWSERVE CORPORATION 2010-10 PURCHASE 2011-12   1,096 1,210     -114  
    ALTRIA GROUP INC 2010-09 PURCHASE 2011-12   593 481     112  
    EXPRESS SCRIPTS INC 2010-09 PURCHASE 2011-12   449 489     -40  
    ORACLE CORP 2010-09 PURCHASE 2011-12   1,285 1,368     -83  
    GOODRICH CORP 2010-08 PURCHASE 2011-12   865 490     375  
    UNITED PARCEL SERVICE-CL B 2010-08 PURCHASE 2011-12   733 646     87  
    DOW CHEMICAL 2010-08 PURCHASE 2011-12   86 77     9  
    AMAZON.COM INC 2010-07 PURCHASE 2011-12   865 614     251  
    MARATHON OIL CORP 2010-05 PURCHASE 2011-12   590 385     205  
    DOW CHEMICAL 2010-05 PURCHASE 2011-12   489 486     3  
    BROADCOM CORP-CL A 2009-11 PURCHASE 2011-12   1,028 981     47  
    EMC CORP/MASS 2009-09 PURCHASE 2011-12   539 418     121  
    APPLE INC 2008-05 PURCHASE 2011-12   810 368     442  
    APPLE INC 2008-03 PURCHASE 2011-12   1,215 363     852  
    GOOGLE INC-CL A 2007-07 PURCHASE 2011-12   646 541     105  
    PFIZER INC 2006-11 PURCHASE 2011-12   217 261     -44  
    GOOGLE INC-CL A 2006-09 PURCHASE 2011-12   646 381     265  
    PFIZER INC 2006-07 PURCHASE 2011-12   869 942     -73  
    BERNSTEIN INTERMEDIATE DURATION PORT 2005-08 PURCHASE 2011-12   20,000 19,192     808  
    EMC CORP/MASS 2009-09 PURCHASE 2011-12   653 502     151  
    EMC CORP/MASS 2009-08 PURCHASE 2011-12   218 152     66  
    LOWE'S COS INC 2010-12 PURCHASE 2011-12   128 125     3  
    LOWE'S COS INC 2010-12 PURCHASE 2011-12   897 877     20  
    ACCENTURE PLC-CL A 2010-10 PURCHASE 2011-12   282 227     55  
    ACCENTURE PLC-CL A 2010-10 PURCHASE 2011-12   563 446     117  
    CONOCOPHILLIPS 2009-11 PURCHASE 2011-12   1,084 802     282  
    GILEAD SCIENCES INC 2010-10 PURCHASE 2011-11   1,026 1,034     -8  
    GILEAD SCIENCES INC 2010-04 PURCHASE 2011-11   2,131 2,479     -348  
    JOHNSON CONTROLS INC 2009-11 PURCHASE 2011-11   699 625     74  
    JOHNSON CONTROLS INC 2009-08 PURCHASE 2011-11   419 405     14  
    NOBLE ENERGY INC 2010-03 PURCHASE 2011-11   904 720     184  
    GOLDMAN SACHS GROUP INC 2010-09 PURCHASE 2011-11   926 1,534     -608  
    JPMORGAN CHASE & CO 2009-05 PURCHASE 2011-11   765 860     -95  
    MARATHON PETROLEUM CORP 2010-06 PURCHASE 2011-11   516 390     126  
    MARATHON PETROLEUM CORP 2010-05 PURCHASE 2011-11   1,204 872     332  
    SMITHFIELD FOODS INC 2010-05 PURCHASE 2011-11   1,047 841     206  
    JPMORGAN CHASE & CO 2010-06 PURCHASE 2011-11   234 264     -30  
    COMCAST CORP-CL A 2010-03 PURCHASE 2011-11   810 653     157  
    JPMORGAN CHASE & CO 2009-12 PURCHASE 2011-11   668 835     -167  
    JPMORGAN CHASE & CO 2009-05 PURCHASE 2011-11   601 671     -70  
    DOW CHEMICAL 2010-05 PURCHASE 2011-11   630 657     -27  
    COMCAST CORP-CL A 2010-03 PURCHASE 2011-11   1,312 1,008     304  
    STARBUCKS CORP 2010-10 PURCHASE 2011-11   615 390     225  
    JOHNSON CONTROLS INC 2009-08 PURCHASE 2011-11   945 809     136  
    JPMORGAN CHASE & CO 2009-05 PURCHASE 2011-11   690 722     -32  
    JPMORGAN CHASE & CO 2009-05 PURCHASE 2011-11   33 37     -4  
    GOODRICH CORP 2010-08 PURCHASE 2011-10   736 420     316  
    GOODRICH CORP 2010-08 PURCHASE 2011-10   123 70     53  
    GOODRICH CORP 2010-04 PURCHASE 2011-10   736 426     310  
    CONOCOPHILLIPS 2009-11 PURCHASE 2011-10   1,079 802     277  
    CONOCOPHILLIPS 2009-11 PURCHASE 2011-10   1,798 1,287     511  
    NVR INC 2009-07 PURCHASE 2011-10   652 491     161  
    CITRIX SYSTEMS INC 2010-10 PURCHASE 2011-10   753 609     144  
    DELL INC 2010-10 PURCHASE 2011-10   898 776     122  
    CELGENE CORP 2010-05 PURCHASE 2011-10   978 895     83  
    WELLS FARGO & COMPANY 2010-04 PURCHASE 2011-10   462 554     -92  
    WELLS FARGO & COMPANY 2010-04 PURCHASE 2011-10   1,168 1,400     -232  
    CELGENE CORP 2010-05 PURCHASE 2011-10   664 599     65  
    STARBUCKS CORP 2010-10 PURCHASE 2011-10   209 130     79  
    NORTHROP GRUMMAN CORP 2010-10 PURCHASE 2011-10   1,127 1,131     -4  
    STARBUCKS CORP 2010-09 PURCHASE 2011-10   417 248     169  
    GOLDMAN SACHS GROUP INC 2010-09 PURCHASE 2011-10   513 770     -257  
    GOLDMAN SACHS GROUP INC 2010-08 PURCHASE 2011-10   513 718     -205  
    CELGENE CORP 2008-03 PURCHASE 2011-10   644 560     84  
    NORTHROP GRUMMAN CORP 2010-10 PURCHASE 2011-10   1,089 1,131     -42  
    MONSANTO CO 2010-08 PURCHASE 2011-10   1,098 848     250  
    BUNGE LTD 2010-05 PURCHASE 2011-10   1,129 967     162  
    BUNGE LTD 2010-05 PURCHASE 2011-10   847 725     122  
    INGERSOLL-RAND PLC 2010-04 PURCHASE 2011-10   566 713     -147  
    NOBLE ENERGY INC 2010-03 PURCHASE 2011-10   78 72     6  
    NOBLE ENERGY INC 2010-02 PURCHASE 2011-10   701 691     10  
    JOHNSON & JOHNSON 2010-07 PURCHASE 2011-10   187 183     4  
    JOHNSON & JOHNSON 2010-07 PURCHASE 2011-10   750 713     37  
    NEXEN INC 2010-01 PURCHASE 2011-10   1,119 1,503     -384  
    NEXEN INC 2009-07 PURCHASE 2011-10   480 608     -128  
    NEXEN INC 2009-06 PURCHASE 2011-10   1,039 1,684     -645  
    CITRIX SYSTEMS INC 2010-09 PURCHASE 2011-09   960 1,168     -208  
    BERNSTEIN INTERMEDIATE DURATION PORT 2005-08 PURCHASE 2011-09   2,605 2,447     158  
    NOBLE ENERGY INC 2010-02 PURCHASE 2011-09   712 768     -56  
    DIRECTV-CLASS A 2010-06 PURCHASE 2011-09   416 384     32  
    DIRECTV-CLASS A 2010-06 PURCHASE 2011-09   640 576     64  
    CELGENE CORP 2008-03 PURCHASE 2011-09   1,285 1,120     165  
    GENERAL ELECTRIC CO 2009-12 PURCHASE 2011-09   374 396     -22  
    GENERAL ELECTRIC CO 2009-11 PURCHASE 2011-09   225 216     9  
    NORTHROP GRUMMAN CORP 2009-08 PURCHASE 2011-09   1,301 1,058     243  
    NORTHROP GRUMMAN CORP 2009-06 PURCHASE 2011-09   780 630     150  
    NEWS CORP 2009-06 PURCHASE 2011-09   905 500     405  
    MONSANTO CO 2010-08 PURCHASE 2011-08   561 475     86  
    ROYAL CARIBBEAN CRUISES LTD 2010-03 PURCHASE 2011-08   635 759     -124  
    BUNGE LTD 2010-05 PURCHASE 2011-08   307 242     65  
    BUNGE LTD 2009-04 PURCHASE 2011-08   1,597 1,216     381  
    BUNGE LTD 2009-02 PURCHASE 2011-08   246 170     76  
    GOOGLE INC-CL A 2006-09 PURCHASE 2011-08   1,056 761     295  
    NEWS CORP 2009-06 PURCHASE 2011-08   708 409     299  
    NEWS CORP 2009-02 PURCHASE 2011-08   472 185     287  
    APPLE INC 2008-03 PURCHASE 2011-08   1,900 605     1,295  
    GAP INC/THE 2010-08 PURCHASE 2011-08   577 643     -66  
    GAP INC/THE 2010-03 PURCHASE 2011-08   825 1,176     -351  
    GAP INC/THE 2010-03 PURCHASE 2011-08   660 928     -268  
    OFFICE DEPOT INC 2009-09 PURCHASE 2011-08   567 1,440     -873  
    JOHNSON & JOHNSON 2010-07 PURCHASE 2011-08   181 178     3  
    JOHNSON & JOHNSON 2010-07 PURCHASE 2011-08   605 589     16  
    WELLS FARGO & COMPANY 2010-04 PURCHASE 2011-08   118 163     -45  
    WELLS FARGO & COMPANY 2010-01 PURCHASE 2011-08   591 694     -103  
    OCCIDENTAL PETROLEUM CORP 2010-07 PURCHASE 2011-08   660 568     92  
    LOWE'S COS INC 2010-05 PURCHASE 2011-08   897 1,179     -282  
    LOWE'S COS INC 2010-04 PURCHASE 2011-08   1,019 1,311     -292  
    COOPER INDUSTRIES PLC 2010-02 PURCHASE 2011-08   1,051 895     156  
    LOWE'S COS INC 2010-05 PURCHASE 2011-07   23 27     -4  
    ENSCO PLC- SPON ADR 2010-02 PURCHASE 2011-07   1,316 1,055     261  
    ENSCO PLC- SPON ADR 2009-05 PURCHASE 2011-07   527 354     173  
    EXPRESS SCRIPTS INC 2010-06 PURCHASE 2011-07   1,165 1,078     87  
    EXPRESS SCRIPTS INC 2010-05 PURCHASE 2011-07   1,331 1,201     130  
    COOPER INDUSTRIES PLC 2010-02 PURCHASE 2011-07   581 448     133  
    COOPER INDUSTRIES PLC 2010-02 PURCHASE 2011-07   291 224     67  
    COOPER INDUSTRIES PLC 2009-10 PURCHASE 2011-07   1,163 783     380  
    NEWS CORP 2010-06 PURCHASE 2011-07   1,604 1,367     237  
    NEWS CORP 2010-06 PURCHASE 2011-07   401 342     59  
    NEWS CORP 2009-02 PURCHASE 2011-07   385 148     237  
    NEWS CORP 2009-02 PURCHASE 2011-07   882 338     544  
    ALLIANCEBERNSTEIN GLOBAL REAL ESTATE 2005-01 PURCHASE 2011-06   3,664 5,031     -1,367  
    COMMERCIAL METALS CO 2010-05 PURCHASE 2011-06   1,151 1,176     -25  
    SMITHFIELD FOODS INC 2009-06 PURCHASE 2011-06   1,293 768     525  
    TIME WARNER CABLE 2009-04 PURCHASE 2011-06   1,362 524     838  
    TIME WARNER CABLE 2009-04 PURCHASE 2011-06   1,286 463     823  
    CONSTELLATION BRANDS INC-A 2009-08 PURCHASE 2011-06   847 602     245  
    HUNTINGTON INGALLS INDUST-WI 2009-08 PURCHASE 2011-06   147 108     39  
    HUNTINGTON INGALLS INDUST-WI 2009-06 PURCHASE 2011-06   110 64     46  
    NEWFIELD EXPLORATION CO 2010-02 PURCHASE 2011-06   491 342     149  
    DEVON ENERGY CORPORATION 2009-12 PURCHASE 2011-06   807 669     138  
    DEVON ENERGY CORPORATION 2009-11 PURCHASE 2011-06   1,211 1,063     148  
    DEVON ENERGY CORPORATION 2009-08 PURCHASE 2011-06   807 639     168  
    INGERSOLL-RAND PLC 2010-04 PURCHASE 2011-06   139 107     32  
    INGERSOLL-RAND PLC 2009-11 PURCHASE 2011-06   1,856 1,325     531  
    INGERSOLL-RAND PLC 2009-10 PURCHASE 2011-06   93 32     61  
    TIME WARNER INC 2010-05 PURCHASE 2011-05   722 603     119  
    TIME WARNER INC 2009-04 PURCHASE 2011-05   722 433     289  
    CAMERON INTERNATIONAL CORP 2009-09 PURCHASE 2011-05   955 778     177  
    WELLS FARGO & COMPANY 2010-01 PURCHASE 2011-05   1,429 1,379     50  
    ARCHER-DANIELS-MIDLAND CO 2009-08 PURCHASE 2011-05   787 685     102  
    ARCHER-DANIELS-MIDLAND CO 2009-01 PURCHASE 2011-05   472 410     62  
    DOW CHEMICAL 2010-05 PURCHASE 2011-05   186 143     43  
    COMCAST CORP-CL A 2010-03 PURCHASE 2011-05   346 235     111  
    COMCAST CORP-CL A 2010-03 PURCHASE 2011-05   1,509 1,025     484  
    DOW CHEMICAL 2010-02 PURCHASE 2011-05   742 555     187  
    DOW CHEMICAL 2010-02 PURCHASE 2011-05   1,485 1,054     431  
    JPMORGAN CHASE & CO 2009-12 PURCHASE 2011-05   657 613     44  
    GILEAD SCIENCES INC 2009-06 PURCHASE 2011-05   606 705     -99  
    JPMORGAN CHASE & CO 2009-06 PURCHASE 2011-05   1,094 875     219  
    JPMORGAN CHASE & CO 2009-05 PURCHASE 2011-05   1,051 871     180  
    JPMORGAN CHASE & CO 2009-05 PURCHASE 2011-05   263 224     39  
    JPMORGAN CHASE & CO 2009-05 PURCHASE 2011-05   2,627 1,976     651  
    JPMORGAN CHASE & CO 2009-03 PURCHASE 2011-05   1,489 876     613  
    GILEAD SCIENCES INC 2009-03 PURCHASE 2011-05   404 448     -44  
    GILEAD SCIENCES INC 2006-07 PURCHASE 2011-05   323 243     80  
    GILEAD SCIENCES INC 2005-08 PURCHASE 2011-05   40 23     17  
    JPMORGAN CHASE & CO 2009-03 PURCHASE 2011-05   906 541     365  
    JPMORGAN CHASE & CO 2008-10 PURCHASE 2011-05   173 163     10  
    GOLDMAN SACHS GROUP INC 2009-01 PURCHASE 2011-05   710 339     371  
    MORGAN STANLEY 2009-09 PURCHASE 2011-05   984 1,283     -299  
    MORGAN STANLEY 2007-10 PURCHASE 2011-05   615 1,671     -1,056  
    LOWE'S COS INC 2010-05 PURCHASE 2011-05   783 804     -21  
    WELLS FARGO & COMPANY 2009-12 PURCHASE 2011-05   1,136 1,040     96  
    CAMERON INTERNATIONAL CORP 2009-09 PURCHASE 2011-05   794 622     172  
    CAMERON INTERNATIONAL CORP 2007-11 PURCHASE 2011-05   198 191     7  
    GARMIN LTD 2010-02 PURCHASE 2011-05   1,229 1,161     68  
    GARMIN LTD 2010-01 PURCHASE 2011-05   1,405 1,407     -2  
    GARMIN LTD 2009-11 PURCHASE 2011-05   176 150     26  
    DELL INC 2009-12 PURCHASE 2011-05   780 677     103  
    DELL INC 2009-11 PURCHASE 2011-05   780 735     45  
    DELL INC 2009-08 PURCHASE 2011-05   702 624     78  
    WELLS FARGO & COMPANY 2009-12 PURCHASE 2011-04   2,044 1,819     225  
    WELLS FARGO & COMPANY 2009-12 PURCHASE 2011-04   584 545     39  
    WELLS FARGO & COMPANY 2009-12 PURCHASE 2011-04   146 140     6  
    GOLDMAN SACHS GROUP INC 2010-01 PURCHASE 2011-04   759 748     11  
    GOLDMAN SACHS GROUP INC 2010-01 PURCHASE 2011-04   910 940     -30  
    TEVA PHARMACEUTICAL-SP ADR 2008-08 PURCHASE 2011-04   1,149 1,195     -46  
    TEVA PHARMACEUTICAL-SP ADR 2008-07 PURCHASE 2011-04   1,149 1,157     -8  
    TEVA PHARMACEUTICAL-SP ADR 2008-04 PURCHASE 2011-04   782 800     -18  
    NEWS CORP 2009-02 PURCHASE 2011-04   709 252     457  
    TE CONNECTIVITY LTD 2009-11 PURCHASE 2011-04   890 593     297  
    TE CONNECTIVITY LTD 2009-11 PURCHASE 2011-04   356 243     113  
    APPLE INC 2008-03 PURCHASE 2011-04   666 242     424  
    APPLE INC 2008-02 PURCHASE 2011-04   999 372     627  
    KOHLS CORP 2008-09 PURCHASE 2011-04   327 292     35  
    SUNCOR ENERGY INC 2009-12 PURCHASE 2011-04   664 557     107  
    SUNCOR ENERGY INC 2009-10 PURCHASE 2011-04   443 374     69  
    KOHLS CORP 2010-02 PURCHASE 2011-04   272 248     24  
    BB&T CORP 2009-09 PURCHASE 2011-04   546 580     -34  
    INTEL CORP 2009-11 PURCHASE 2011-04   592 582     10  
    JPMORGAN CHASE & CO 2009-05 PURCHASE 2011-04   973 762     211  
    JPMORGAN CHASE & CO 2008-10 PURCHASE 2011-04   46 41     5  
    JPMORGAN CHASE & CO 2008-09 PURCHASE 2011-04   232 203     29  
    SMITHFIELD FOODS INC 2009-06 PURCHASE 2011-03   726 384     342  
    KOHLS CORP 2010-02 PURCHASE 2011-03   265 248     17  
    KOHLS CORP 2009-05 PURCHASE 2011-03   1,008 785     223  
    SCHLUMBERGER LTD 2007-09 PURCHASE 2011-03   272 299     -27  
    SCHLUMBERGER LTD 2007-08 PURCHASE 2011-03   1,177 1,180     -3  
    BB&T CORP 2009-09 PURCHASE 2011-03   1,082 1,160     -78  
    NEWFIELD EXPLORATION CO 2010-02 PURCHASE 2011-03   1,326 880     446  
    NEWFIELD EXPLORATION CO 2010-02 PURCHASE 2011-03   74 50     24  
    ENSCO PLC- SPON ADR 2009-05 PURCHASE 2011-03   1,137 707     430  
    ALCON INC 2010-02 PURCHASE 2011-03   823 786     37  
    ALCON INC 2010-01 PURCHASE 2011-03   823 769     54  
    INTEL CORP 2009-11 PURCHASE 2011-03   398 388     10  
    INTEL CORP 2009-09 PURCHASE 2011-03   299 291     8  
    VODAFONE GROUP PLC-SP ADR 2009-05 PURCHASE 2011-03   832 576     256  
    VODAFONE GROUP PLC-SP ADR 2009-05 PURCHASE 2011-03   555 384     171  
    VODAFONE GROUP PLC-SP ADR 2009-04 PURCHASE 2011-03   693 458     235  
    CME GROUP INC 2008-06 PURCHASE 2011-03   287 444     -157  
    NEWFIELD EXPLORATION CO 2010-02 PURCHASE 2011-03   620 454     166  
    THE WALT DISNEY CO. 2009-02 PURCHASE 2011-03   1,022 447     575  
    COOPER INDUSTRIES PLC 2009-10 PURCHASE 2011-03   552 336     216  
    KOHLS CORP 2009-05 PURCHASE 2011-03   323 248     75  
    KOHLS CORP 2009-05 PURCHASE 2011-03   377 310     67  
    INTEL CORP 2009-09 PURCHASE 2011-03   626 582     44  
    GILEAD SCIENCES INC 2009-03 PURCHASE 2011-03   82 90     -8  
    GILEAD SCIENCES INC 2007-02 PURCHASE 2011-03   737 648     89  
    OCCIDENTAL PETROLEUM CORP 2009-10 PURCHASE 2011-03   711 571     140  
    JPMORGAN CHASE & CO 2008-10 PURCHASE 2011-03   699 610     89  
    ALCON INC 2010-01 PURCHASE 2011-03   830 769     61  
    ALCON INC 2009-12 PURCHASE 2011-03   830 801     29  
    FORD MOTOR CO 2009-11 PURCHASE 2011-03   940 579     361  
    COSTCO WHOLESALE CORP 2009-11 PURCHASE 2011-03   436 359     77  
    FORD MOTOR CO 2009-11 PURCHASE 2011-03   651 343     308  
    TYCO ELECTRONICS LTD 2009-11 PURCHASE 2011-03   553 365     188  
    CME GROUP INC 2008-06 PURCHASE 2011-03   618 888     -270  
    SCHLUMBERGER LTD 2007-08 PURCHASE 2011-03   185 182     3  
    SCHLUMBERGER LTD 2007-06 PURCHASE 2011-03   462 400     62  
    SCHLUMBERGER LTD 2007-06 PURCHASE 2011-03   834 720     114  
    KOHLS CORP 2009-05 PURCHASE 2011-02   428 354     74  
    KOHLS CORP 2009-02 PURCHASE 2011-02   214 140     74  
    FORD MOTOR CO 2010-02 PURCHASE 2011-02   293 231     62  
    CISCO SYSTEMS INC 2009-09 PURCHASE 2011-02   732 936     -204  
    CISCO SYSTEMS INC 2007-10 PURCHASE 2011-02   1,464 2,603     -1,139  
    SUNCOR ENERGY INC 2009-10 PURCHASE 2011-02   1,175 935     240  
    WELLS FARGO & COMPANY 2009-12 PURCHASE 2011-02   790 701     89  
    WELLS FARGO & COMPANY 2009-12 PURCHASE 2011-02   816 701     115  
    CME GROUP INC 2008-06 PURCHASE 2011-02   606 888     -282  
    CME GROUP INC 2008-03 PURCHASE 2011-02   606 946     -340  
    APPLE INC 2008-02 PURCHASE 2011-02   707 248     459  
    GILEAD SCIENCES INC 2007-02 PURCHASE 2011-02   590 540     50  
    GILEAD SCIENCES INC 2007-02 PURCHASE 2011-02   572 540     32  
    FORD MOTOR CO 2010-02 PURCHASE 2011-02   1,039 750     289  
    ALCON INC 2009-11 PURCHASE 2011-02   821 730     91  
    ALCON INC 2009-11 PURCHASE 2011-02   164 145     19  
    KOHLS CORP 2009-02 PURCHASE 2011-02   570 386     184  
    KOHLS CORP 2009-01 PURCHASE 2011-02   518 374     144  
    TYCO ELECTRONICS LTD 2009-09 PURCHASE 2011-02   1,294 757     537  
    TYCO ELECTRONICS LTD 2009-05 PURCHASE 2011-02   370 167     203  
    ALCON INC 2009-11 PURCHASE 2011-01   653 579     74  
    ALCON INC 2009-10 PURCHASE 2011-01   490 426     64  
    COOPER INDUSTRIES PLC 2009-10 PURCHASE 2011-01   1,289 783     506  
    TARGET CORP 2009-10 PURCHASE 2011-01   490 442     48  
    GOOGLE INC-CL A 2006-09 PURCHASE 2011-01   1,215 761     454  
    EMC CORP/MASS 2009-08 PURCHASE 2011-01   1,088 682     406  
    GILEAD SCIENCES INC 2007-02 PURCHASE 2011-01   458 432     26  
    GILEAD SCIENCES INC 2006-07 PURCHASE 2011-01   115 91     24  
    ALCON INC 2009-10 PURCHASE 2011-01   326 284     42  
    ALCON INC 2009-10 PURCHASE 2011-01   815 691     124  
    ALCON INC 2009-09 PURCHASE 2011-01   815 718     97  
    ALCON INC 2009-08 PURCHASE 2011-01   326 260     66  
    GILEAD SCIENCES INC 2006-07 PURCHASE 2011-01   574 455     119  
    XL GROUP PLC 2009-06 PURCHASE 2011-01   1,338 674     664  
    SCHLUMBERGER LTD 2007-06 PURCHASE 2011-01   1,148 1,119     29  
    ALCON INC 2009-08 PURCHASE 2011-01   812 650     162  
    AT&T INC 2009-08 PURCHASE 2011-01   709 645     64  
    AT&T INC 2009-07 PURCHASE 2011-01   142 126     16  
    ALCON INC 2009-08 PURCHASE 2011-01   490 390     100  
    ALCON INC 2009-08 PURCHASE 2011-01   979 773     206  
    MARATHON PETROLEUM CORP 2001-01 PURCHASE 2011-07   20       20  

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    THE BUCHMAN FOUNDATION INC
    EIN: 20-3038264
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BERNSTEIN EMERGING MARKETS 54,246 39,283
    BERNSTEIN INTERMEDIATE. 128,837 134,901
    BERNSTEIN INTERNATIONAL 284,042 169,500
    ALLIANCEBERNSTEIN GLOBAL REAL E 130,469 89,932
    ACCENTURE PLC 1,992 2,129
    ALCON INC.    
    ALLERGAN' 3,915 4,826
    AMAZON.COM 3,915 4,328
    ANADARKO PETROLEUM 3,561 3,664
    APPLE COMPUTER INC. 8,572 18,225
    BOENING CO 3,679 4,034
    BORGWARNER INC 2,162 1,912
    BROADCOM 4,645 3,817
    CAMERON INTERNATIONAL CORPORATI    
    CARNIVAL    
    CBRE GROUP INC 2,037 1,674
    CEITRIX SYSTEMS    
    CELGENE CORP 893 1,014
    CISCO SYSTEMS INC.    
    CITRIX SYSTEMS 3,914 3,340
    CME (CHICAGO MERCANTILE EXCHGE)    
    COMCAST CORPORATION 5,502 5,762
    COOPER    
    COSTCO WHOLESALE CORP    
    COVIDIEN 4,631 4,276
    DANAHER CORP 6,076 7,526
    DEERE & CO    
    DOLLAR GENERAL CORP 2,461 2,674
    DOW CHEMICAL 2,961 2,876
    EMC CORP-MASS 3,478 4,308
    EOG RES INC 5,497 5,418
    ESTEE LAUDER COMPANIES 919 1,123
    EXPRESS SCRIPTS 4,100 3,352
    FLOWSERV 4,086 3,377
    FMC TECHNOLOGIES 3,078 3,656
    FORD MOTOR    
    FREEPORT MCMORAN COPPER & GOLD    
    GENERAL MILLS INC. 5,084 5,253
    GILEAD SCIENCES INC. 1,778 1,637
    GOLDMAN SACH GROUP INC 2,970 1,628
    GOODRICH 872 1,237
    GOOGLE INC. 9,230 12,272
    HARLEY DAVIDSON 1,921 1,944
    HERSHEY CO 1,803 1,853
    HONEYWELL INTL INC.    
    ILLUMINA INC 1,348 1,372
    INTEL CORP SG    
    INTUIT 3,647 3,944
    JOHNSON CONTROLS 2,458 2,345
    JP MORGAN 5,222 4,489
    KOHLS CORP    
    LIMITED BRANDS. 2,090 2,825
    LOWES COMPANIES INC.    
    MARVELL TECHNOLOGY GROUP 4,934 4,155
    MET LIFE 2,409 2,027
    MICROSOFT CORP    
    MONSANTO CO 5,184 5,255
    NEWS CORPORATION    
    NOBLE CORP 4,683 5,663
    NVIDIA CORP    
    OCCIDENTAL    
    ORACLE CORP 6,564 5,771
    PERRIGO INC 3,610 3,799
    POTASH 3,293 2,683
    PRECISION CASTPARTS 3,976 4,120
    PROCTER & GAMBLE 1,274 1,334
    PVH CORP 1,993 2,115
    QUALCOMM INC. 8,701 8,752
    ROCKWILL AUTOMATION 2,277 2,201
    ROVI    
    SCHLUMBERGER 8,412 8,880
    SOUTHWESTERN ENERGY    
    STANLEY BLACK & DECKER    
    STARBUCKS CORP 3,207 4,371
    SUNCOR ENERGY    
    TARGET CORP    
    TEVA PHARMACEUTICALS    
    UNITED PARCEL SERVICE 6,828 7,319
    VERTEX PHARMACEUTICALS    
    VF CORP 1,603 1,778
    VISA INC 2,142 2,538
    WALT DISNEY CO. HOLDING CO. 5,735 6,563
    WELLS FARGO & CO 1,267 1,185
    AGRIUM    
    ALCOA, INC    
    ALTRIA GROUP INC. 3,183 3,706
    APOLLO GROUP 2,269 2,424
    APPLIED MATERIAL 4,340 4,016
    ARCHER -DANIELS -MIDLAND CO    
    ASTRAZENECA PLC 7,641 8,101
    AT&T INC. 2,610 2,570
    BB & T CORP    
    BP P L C 7,964 8,548
    BUNGE LTD.    
    CABLEVISION    
    CAPITAL ONE FINANCIAL CORP    
    CENTERPOINT ENERGY 1,157 1,105
    CENTURY LINK 7,165 7,440
    CF INDUSTRY HOLDINGS    
    CISCO SYSTEMS INC. 1,762 1,718
    CITIGROUP 16,647 11,166
    CMS ENERGY 1,961 2,208
    COMCAST CORPORATION    
    COMERICA    
    COMMERCIAL METALS    
    CONOCOPHILLIPS 2,230 2,186
    CONSTELLATION ENERGY GROUP INC. 1,812 2,480
    CORNING. 3,332 2,596
    DELL INC 820 805
    DELTA AIRLINES 1,290 1,173
    DEVON ENERGY CORPORATION 2,685 2,170
    DIRECT TV 1,715 1,710
    DTE ENERGY COMPANY 2,404 2,723
    EATON CORP    
    ENSCO INTERNATIONAL INC.    
    ENSCO INTL PLC ADR    
    FIFTH THIRD    
    FORD MOTOR 1,018 915
    GAMESTOP CORP 1,325 1,207
    GANNETT CO INC. 2,281 2,607
    GAP    
    GARMIN    
    GENERAL ELECTRIC CO 2,395 2,687
    GENERAL MOTORS CORP 6,793 5,068
    GILEAD. 3,607 4,052
    GOLDMAN SACH GROUP INC. 2,406 1,628
    HEALTH NET 1,908 1,977
    HESS    
    HEWLETT PACKARD CO. 11,964 9,016
    INGERSOLL-RAND PLC 1,248 1,066
    JOHNSON & JOHNSON 9,080 9,837
    JP MORGAN 6,586 5,985
    KIMBERLY CLARK CORP    
    KOHLS.    
    KROGER CO. 5,790 6,055
    LAM RESEARCH CORP 2,962 2,406
    LEAR CORP 2,479 2,388
    LORILLARD INC 4,588 4,560
    LOWES COMPANIES INC.. 1,485 1,523
    LYONDELLBASELL INDUS 3,511 3,411
    MARATHON OIL CORP 3,662 4,830
    MARATHON PETROLEUM 5,204 4,994
    MCGRAW HILLS COS 1,417 1,574
    MGM RESORTS INTL 2,329 2,347
    MICRON TECHNOLOGY 3,016 3,460
    MICROSOFT CORP    
    MOODY'S CORP... 2,855 2,526
    MORGAN STANLEY DEAN WITTER 3,720 3,404
    NEWELL RUBBERMAID 1,421 1,454
    NEWFIELD EXPLORATION    
    NEWS CORPORATION    
    NEXEN INC    
    NORTHROP GRUMMAN CORP 2,326 2,339
    NV ENERGY INC 2,137 2,289
    NVR INC 1,101 1,372
    OFFICE DEPOT    
    PARKER HANNIFIN CORP    
    PFIZERINC. 13,367 12,984
    RATHEON COMPANY    
    ROYAL CARIBIAN CRUISES    
    SAFEWAY.    
    SARA LEE CORP    
    SMITHFIELD FOODS INC    
    THE TRAVELERS (ST PAUL TRAV)    
    TIME WARNER INC. 3,138 5,086
    TRANSOCEAN LTD. 5,597 3,647
    TRAVELERS COS INC 5,365 5,917
    TRW AUTOMOTIVE HOLDINGS 2,686 1,956
    TYCO ELECTRONICS SV    
    TYSON FOODS INC. 2,546 2,683
    UNITED HEALTH GROUP. 5,365 5,828
    VIACOM INC 4,737 4,995
    VODAFONE GROUP    
    WELLPOINT INC 7,082 6,622
    WELLS FARGO & CO    
    XL GROUP PLC    
    STRATIGIC VALUE - OTHER    

    TY 2011 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  
    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 2011 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 5,284 5,284    
    POSTAGE 56     56
    BANK CHARGES 15     15


    TY 2011 OtherIncomeSchedule2
    Name:
    THE BUCHMAN FOUNDATION INC
    EIN: 20-3038264
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME 284   284


    TY 2011 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 260     260
    FOREIGN TAX PAID 913 913