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
EMILY WOODRUFF UNITRUST FBO SPRINGER
 

Number and street (or P.O. box number if mail is not delivered to street address)1525 W WT HARRIS BLVD D1114-044   Room/suite
City or town, state, and ZIP code
CHARLOTTE, NC28288
A Employer identification number

58-6162874
B Telephone number (see page 10 of the instructions)

(336) 747-8162
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$783,769
J 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 10 10  
4 Dividends and interest from securities...... 28,637 27,749  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 16,108
b Gross sales price for all assets on line 6a 308,681
7 Capital gain net income (from Part IV, line 2)... 16,108
8 Net short-term capital gain......... 0
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).......   1,206  
12 Total. Add lines 1 through 11........ 44,755 45,073  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 7,726 5,795   1,932
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see page 14 of the instructions) 1,977 117   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......   121    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,703 6,033 0 1,932
25 Contributions, gifts, grants paid........ 51,168 51,168
26 Total expenses and disbursements. Add lines 24 and 25 60,871 6,033 0 53,100
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -16,116
b Net investment income (if negative, enter -0-) 39,040
c Adjusted net income (if negative, enter -0-)... 0
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...............      
2 Savings and temporary cash investments.......... 6,774 18,937 18,936
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)........ 608,194 Click to see attachment101,622 105,439
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)........... 176,410 Click to see attachment656,736 659,394
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) 791,378 777,295 783,769
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 791,378 777,295
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).................... 791,378 777,295
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 791,378 777,295
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)............... 1 791,378
2 Enter amount from Part I, line 27a..................... 2 -16,116
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 4,343
4 Add lines 1, 2, and 3.......................... 4 779,605
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,310
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 777,295
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.)
1 a 52. AGILENT TECHNOLOGIES INC COM   2011-05-27 2011-12-09
b 23. ALLIANCE DATA SYSTEMS CORP COM   2011-11-07 2011-12-09
c 13. AMERIPRISE FINANCIAL INC   2010-02-09 2011-04-01
d 45. AMERIPRISE FINANCIAL INC   2010-02-09 2011-12-09
e 33. AMGEN INC COM W/RTS ATTACHED EXP 03/21/2007   2008-12-15 2011-12-09
2. APPLE COMPUTER INC COM   2010-07-12 2011-04-01
86.655 ARTISAN FDS INC INTL FD INVESTOR CLASS   2010-11-05 2011-06-30
175. ATMEL CORP COM   2011-05-27 2011-11-07
109. BANK NEW YORK MELLON CORP COM   2011-08-25 2011-12-09
84. BRISTOL-MYERS SQUIBB CO COM   2008-01-24 2011-12-09
106. CBS CORP CL B COM   2011-04-20 2011-12-09
67. CARDINAL HLTH INC COM   2010-03-18 2011-12-09
37. CELGENE CORP COM   2011-11-07 2011-12-09
9. CHEVRONTEXACO CORP COM   2007-08-27 2011-04-01
25. CHEVRONTEXACO CORP COM   2007-08-27 2011-12-09
6. CIMAREX ENERGY CO   2010-07-12 2011-04-01
24. CIMAREX ENERGY CO   2010-07-12 2011-05-27
106. CISCO SYS INC COM W/RIGHTS ATTACHED EXPIRING 6/10/2008   2009-06-03 2011-12-09
558. CITIGROUP INC COM   2010-05-04 2011-02-11
114. COMCAST CORP NEW CL A   2011-02-11 2011-12-09
5. CONOCOPHILLIPS COM   2005-11-15 2011-04-01
33. CONOCOPHILLIPS COM   2005-11-15 2011-12-09
68. CONSTELLATION ENERGY GRP INC COM   2010-05-04 2011-02-11
56. CORNING INC COM W/RTS EXP 07/15/2006   2010-07-12 2011-07-13
70. CORNING INC COM W/RTS EXP 07/15/2006   2010-07-13 2011-07-13
140.056 DELAWARE POOLED TR INTL EQUITY PORTFOLIO   2010-11-05 2011-06-30
481.696 DRIEHAUS ACTIVE INCOME FUND   2011-05-26 2011-10-31
168.848 DREYFUS/THE BOSTON CA S/C - I #6944   2009-01-14 2011-06-30
118. DUKE ENERGY HOLDING CORP. COM   2011-09-15 2011-12-09
102. E M C CORP MASS COM   2011-09-15 2011-12-09
25. EXXON MOBIL CORP COM   2003-04-23 2011-12-09
197. FIFTH THIRD BANCORP COM   2011-11-07 2011-12-09
105. FOOT LOCKER INC COM   2011-09-15 2011-12-09
160. FORD MTR CO DEL COM   2010-07-12 2011-09-15
71. FOREST LABS CL A   2010-11-09 2011-09-15
103. GAP INC COM   2008-09-10 2011-11-07
145. GENERAL ELEC CO COM   2010-05-25 2011-12-09
40. GREEN MOUNTAIN COFFEE INC   2011-12-12 2011-12-13
20. HALLIBURTON CO COM W/RIGHTS EXP 12/15/2005   2010-11-09 2011-04-01
56. HALLIBURTON CO COM W/RIGHTS EXP 12/15/2005   2010-11-09 2011-12-09
48. HEWLETT-PACKARD CO COM   2005-11-15 2011-09-15
123. HOLOGIC INC   2011-07-13 2011-11-07
69. HOME DEPOT INC COM   2009-03-30 2011-12-09
28. IAC/INTERACTIVECORP   2010-08-26 2011-09-15
58. IAC/INTERACTIVECORP   2010-08-26 2011-12-09
13. INFORMATICA CORP COM   2011-12-12 2011-12-21
116. INTEL CORP COM   2007-10-17 2011-12-09
2. INTL BUSINESS MACHINES CORP COM   2002-08-20 2011-04-01
5. INTL BUSINESS MACHINES CORP COM   2002-08-20 2011-12-09
6. INTL FLAVORS & FRAGRANCES INC COM   2010-04-16 2011-04-01
43. INTL FLAVORS & FRAGRANCES INC COM   2010-04-16 2011-04-20
6. JP MORGAN CHASE & CO COM   2007-04-16 2011-04-01
58. JP MORGAN CHASE & CO COM   2007-04-16 2011-12-09
33. JOHNSON & JOHNSON COM   2002-08-20 2011-12-09
2157.995 JPMORGAN HIGH YIELD FUND SS #3580   2007-04-05 2011-05-26
4. MCKESSON HBOC INC COM   2009-10-19 2011-04-01
5. MCKESSON HBOC INC COM   2009-10-19 2011-11-07
29. MCKESSON HBOC INC COM   2009-10-19 2011-12-09
40. MEDCO HEALTH SOLUTIONS INC   2010-07-12 2011-07-13
59. METLIFE INC COM   2011-05-27 2011-12-09
42. MICROSOFT CORP COM   2002-08-20 2011-12-09
34. NATIONAL OILWELL INC COM   2011-03-08 2011-12-09
31. NIKE INC CL B COM   2007-05-24 2011-02-11
8. OCCIDENTAL PETE CORP COM   2007-07-26 2011-04-01
26. OCCIDENTAL PETE CORP COM   2007-07-26 2011-12-09
6. ONEOK INC NEW COM   2011-02-11 2011-04-01
40. ONEOK INC NEW COM   2011-02-11 2011-05-27
16. ORACLE CORP COM   2010-07-12 2011-04-01
80. ORACLE CORP COM   2010-07-12 2011-12-09
3623.188 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL   2009-03-18 2011-05-26
926.784 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL   2009-03-18 2011-12-01
615.398 PIMCO FDS PAC INVT MGMT REAL RETURN BD FD INSTL CL   2010-11-05 2011-05-26
40. PNC FINL SVCS GROUP INC COM W/RIGHTS ATTACHED EXP 5/25/2010   2010-04-16 2011-03-08
1586.606 PIMCO FOREIGN BOND (UNHEDGED) #1853   2010-11-05 2011-05-26
1890.756 PIMCO COMMODITY REAL RET STRAT-I#45   2007-04-26 2011-05-26
40. T ROWE PRICE GRP INC COM   2011-02-11 2011-08-25
46. PROCTER & GAMBLE CO COM   2000-03-30 2011-04-20
72. RAYMOND JAMES FINL INC COM   2011-03-08 2011-12-09
54. ROCKWOOD HLDGS INC   2011-04-20 2011-12-09
11. ROSS STORES INC COM   2008-05-09 2011-04-01
10. ROSS STORES INC COM   2008-05-09 2011-09-15
29. ROSS STORES INC COM   2008-05-09 2011-12-09
11. SALESFORCE COM INC   2011-12-12 2011-12-21
99. SEALED AIR CORP NEW COM   2009-05-04 2011-01-18
132. SYMANTEC CORP COM W/RTS EXP 8/12/2008   2011-05-27 2011-12-09
13. TEXAS INSTRS INC COM   2009-07-01 2011-04-01
79. TEXAS INSTRS INC COM   2009-07-01 2011-09-15
10. 3M CO COM   2009-11-09 2011-12-09
128. TYSON FOODS INC COM CL A   2010-07-12 2011-09-15
27. UNION PAC CORP COM   2010-11-10 2011-12-09
9. UNITED TECHNOLOGIES CORP COM   2002-11-04 2011-04-01
32. UNITED TECHNOLOGIES CORP COM   2002-11-04 2011-12-09
49. UNITEDHEALTH GRP INC COM   2011-07-13 2011-12-09
106. UNUMPROVIDENT CORP COM   2009-09-24 2011-05-27
73. VERIZON COMMUNICATIONS COM   2010-11-09 2011-12-09
4. VMWARE INC   2011-12-12 2011-12-21
44. WABCO HOLDINGS INC   2011-01-18 2011-12-09
46. WAL MART STORES INC COM   2010-06-23 2011-12-09
214.477 WF ADV TRAD S/C GRWTH FD INST #4132   2009-06-24 2011-06-30
47. COVIDIEN PLC   2011-09-15 2011-12-09
40. HERBALIFE LTD   2011-09-15 2011-12-09
32. PARTNERRE LTD COM   2010-01-15 2011-05-27
12. ACE LIMITED   2007-04-16 2011-04-01
8. ACE LIMITED   2007-04-16 2011-11-07
33. ACE LIMITED   2007-04-16 2011-12-09
66. TYCO INTERNATIONAL LTD NEW   2009-09-24 2011-12-09
89. TYCO ELECTRONICS LTD F   2010-02-09 2011-03-08
(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 1,835   2,567 -732
b 2,383   2,368 15
c 808   492 316
d 2,117   1,704 413
e 1,939   1,910 29
698   522 176
2,000   1,948 52
1,813   2,607 -794
2,142   2,215 -73
2,820   1,938 882
2,788   2,612 176
2,811   2,384 427
2,331   2,365 -34
977   785 192
2,600   2,181 419
702   446 256
2,202   1,785 417
1,996   2,038 -42
2,695   2,429 266
2,583   2,732 -149
399   319 80
2,371   2,103 268
2,142   2,447 -305
957   970 -13
1,196   1,233 -37
2,000   1,962 38
5,000   5,405 -405
4,000   2,269 1,731
2,445   2,288 157
2,388   2,304 84
2,026   881 1,145
2,427   2,407 20
2,622   2,278 344
1,686   1,764 -78
2,342   2,421 -79
2,045   1,994 51
2,448   2,246 202
1,980   2,266 -286
1,007   678 329
1,882   1,846 36
1,112   1,341 -229
1,985   2,518 -533
2,775   1,600 1,175
1,164   692 472
2,430   1,434 996
468   561 -93
2,894   3,078 -184
328   162 166
972   404 568
379   304 75
2,699   2,182 517
280   300 -20
1,914   2,895 -981
2,126   1,819 307
18,084   18,559 -475
319   245 74
407   307 100
2,317   1,778 539
2,201   2,279 -78
1,881   2,583 -702
1,083   1,075 8
2,449   2,702 -253
2,679   1,692 987
844   478 366
2,453   1,555 898
405   362 43
2,802   2,410 392
543   373 170
2,516   1,867 649
40,000   36,522 3,478
10,000   9,342 658
7,194   7,305 -111
2,519   2,504 15
17,294   18,246 -952
18,000   27,643 -9,643
2,006   2,758 -752
2,933   1,341 1,592
2,204   2,797 -593
2,128   2,640 -512
785   385 400
787   350 437
2,704   1,015 1,689
1,079   1,281 -202
2,652   2,031 621
2,119   2,563 -444
446   282 164
2,179   1,716 463
818   767 51
2,225   2,252 -27
2,731   2,445 286
772   289 483
2,439   1,029 1,410
2,388   2,564 -176
2,771   2,252 519
2,798   2,441 357
301   377 -76
1,944   2,703 -759
2,672   2,342 330
4,000   2,284 1,716
2,077   2,250 -173
2,202   2,289 -87
2,384   2,350 34
787   701 86
576   467 109
2,281   1,928 353
3,091   2,232 859
3,235   2,226 1,009
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       -732
b       15
c       316
d       413
e       29
      176
      52
      -794
      -73
      882
      176
      427
      -34
      192
      419
      256
      417
      -42
      266
      -149
      80
      268
      -305
      -13
      -37
      38
      -405
      1,731
      157
      84
      1,145
      20
      344
      -78
      -79
      51
      202
      -286
      329
      36
      -229
      -533
      1,175
      472
      996
      -93
      -184
      166
      568
      75
      517
      -20
      -981
      307
      -475
      74
      100
      539
      -78
      -702
      8
      -253
      987
      366
      898
      43
      392
      170
      649
      3,478
      658
      -111
      15
      -952
      -9,643
      -752
      1,592
      -593
      -512
      400
      437
      1,689
      -202
      621
      -444
      164
      463
      51
      -27
      286
      483
      1,410
      -176
      519
      357
      -76
      -759
      330
      1,716
      -173
      -87
      34
      86
      109
      353
      859
      1,009
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 16,108
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 52,165 806,495 0.064681
2009 50,991 733,723 0.069496
2008 49,758 822,564 0.060491
2007 47,917 1,033,874 0.046347
2006 46,901 967,992 0.048452
2 Total of line 1, column (d) ...................... 2 0.289467
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 0.057893
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 817,982
5 Multiply line 4 by line 3....................... 5 47,355
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 390
7 Add lines 5 and 6......................... 7 47,745
8 Enter qualifying distributions from Part XII, line 4.............. 8 53,100
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 1 390
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 390
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 390
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 1,020
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,020
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
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 10 630
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet392 Refunded Bullet 11 238
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)bulletGA
    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 addressbullet  
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (336) 747-8162
    Located atbullet1 W 4TH ST 6TH FLOORWINSTON SALEMNC ZIP+4bullet271013818
    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
     
    No
    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
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 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
     
    No
    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
    Wells Frago Bank NA TRUSTEE
    40
    7,726    
    1525 West WT Harris Blvd D1114 044
    Charlotte,NC282881106
    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 0
    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.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (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  
    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
    821,473
    b
    Average of monthly cash balances.......................
    1b
    8,966
    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
    830,439
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    830,439
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    12,457
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    817,982
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    40,899
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    40,899
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    390
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    390
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    40,509
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    40,509
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    40,509
    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
    53,100
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    53,100
    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
    390
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    52,710
    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 40,509
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 12,344
    b Total for prior years:2009, 20, 20 0
    3 Excess distributions carryover, if any, to 2011:
    a From 2006....... 0
    b From 2007....... 0
    c From 2008....... 0
    d From 2009....... 0
    e From 2010....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 53,100
    a Applied to 2010, but not more than line 2a 12,344
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)
    0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...
    0
    d Applied to 2011 distributable amount..... 40,509
    e Remaining amount distributed out of corpus 247
    5 Excess distributions carryover applied to 2011. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 247
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...
    0
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
    0
    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) ...........
    0
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
    0
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......
    247
    10 Analysis of line 9:
    a Excess from 2007.... 0
    b Excess from 2008.... 0
    c Excess from 2009.... 0
    d Excess from 2010.... 0
    e Excess from 2011.... 247
    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:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    SPRINGER OPERA HOUSE ARTS ASSN
    103 TENTH STREET
    COLUMBUS,GA31901
    NONE EXEMPT GENERAL 51,168
    Total .................................bullet 3a 51,168
    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 10  
    4 Dividends and interest from securities....     14 28,637  
    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     18 16,108  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   44,755  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1344,755
    (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 InvestmentsCorpStockSchedule
    Name:
    EMILY WOODRUFF UNITRUST FBO SPRINGER
    EIN: 58-6162874
    Name of Stock End of Year Book Value End of Year Fair Market Value
    345370860 FORD MOTOR COMPANY    
    364760108 GAP INC    
    437076102 HOME DEPOT INC    
    654106103 NIKE CL B    
    778296103 ROSS STORES INC    
    126650100 CVS/CAREMARK CORP 3,195 4,241
    742718109 PROCTER & GAMBLE CO 903 934
    902494103 TYSON FOODS INC    
    931142103 WAL MART STORES    
    166764100 CHEVRON CORP    
    171798101 CIMAREX ENERGY CO    
    20825C104 CONOCOPHILLIPS    
    30231G102 EXXON MOBIL CORP    
    406216101 HALLIBURTON CO    
    674599105 OCCIDENTAL PETE CO    
    03076C106 AMERIPRISE FINL INC    
    172967101 CITIGROUP INC    
    46625H100 JPMORGAN CHASE &B CO    
    693475105 PNC FINANCIAL SERVIC    
    91529Y106 UNUM GROUP    
    031162100 AMGEN INC    
    110122108 BRISTOL MYERS SQUIBB    
    14149Y108 CARDINAL HEALTH INC    
    345838106 FOREST LABS INC    
    478160104 JOHNSON & JOHNSON    
    58155Q103 MCKESSON CORP    
    58405U102 MEDCO HEALTH SOLUTIO    
    235851102 DANAHER CORP 2,689 2,822
    369604103 GENERAL ELECTRIC CO    
    907818108 UNION PACIFIC COR    
    913017109 UNITED TECHNOLOGIES    
    88579Y101 3M CO    
    037833100 APPLE INC 4,151 5,265
    17275R102 CISCO SYSTEMS INC    
    219350105 CORNING INC    
    428236103 HEWLETT PACKARD CO    
    44919P508 IAC/INTERACTIVECORP    
    458140100 INTEL CORP    
    459200101 IBM CORP 1,082 2,207
    594918104 MICROSOFT CORP 1,331 1,350
    68389X105 ORACLE CORP    
    459506101 INTERN. FLAVORS & FR    
    81211K100 SEALED AIR COM    
    92343V104 VERIZON COMMUNICATIO    
    210371100 CONSTELLATION ENERGY    
    H0023R105 ACE LIMITED    
    G6852T105 PARTNERRE LTD    
    H8912P106 TYCO ELECTRONICS    
    H89128104 TYCO INTERN. LTD    
    4812C0803 JPMORGAN HIGH    
    61744J747 MORGAN STANLEY INST    
    67065Q822 NUVEENLIMITED TERM    
    693391104 PIMCO REAL RETURN FU    
    693390700 PIMCO TOTAL RTN    
    74253Q416 PRINCIPAL PREFERRED    
    693391559 PIMCO EMERGING MKT    
    722005220 PIMCO FOREIGN BOND    
    693390882 PIMCO FOREIGN BOND    
    26203E851 DREYFUS/THE BOSTON C    
    94985D244 WELLS FARGO ADVANTAG    
    04314H204 ARTISAN INTERN    
    246248306 DELAWARE POOLED    
    52106N889 LAZARD EMERGING MKT    
    26852M105 EII INTERNATIONAL PR    
    44981V706 ING REAL ESTATE FUND    
    722005667 PIMCO COMMODITY REAL    
    143130102 CARMAX INC 3,263 3,231
    237194105 DARDEN RESTURANTS 904 957
    4783669107 JOHNSON CONTROLS IN 1,316 1,313
    500255104 KOHLS CORP 2,488 2,418
    741503403 PRICELINE COM 2,831 2,806
    855244109 STARBUCKS CORP 2,907 3,083
    191216100 COCA COLA 1,820 1,889
    22160K105 COSTCO WHOLESALE COR 1,679 1,666
    713448108 PEPSICO INC 2,185 2,256
    13342B105 CAMERON INTL CORP 4,824 4,771
    74733V100 QUESTAR MKT RESO 2,366 2,256
    001055102 AFLAC INC 722 735
    025816109 AMERICAN EXPRESS 2,771 2,736
    45865V100 INTERCONTINENTALE 2,271 2,290
    867914103 SUNTRUST BANKS INC 1,946 2,036
    74144T108 T ROWE PRICE GROUP 3,152 3,189
    018490102 ALLERGAN INC 5,348 5,703
    156782104 CERNER CORP COM 1,077 1,103
    28176E108 EDWARDS LIFESCIENCES 1,552 1,626
    375558103 GILEAD SCIENCES INC 3,816 4,011
    46120E602 INTUITIVE SURGICAL I 1,734 1,852
    714290103 PERRIGO CO 987 973
    790849103 ST JUDE MED INC 733 720
    12541W209 C H ROBINSON WORLDWI 2,489 2,582
    302130109 EXPEDITORS INTL WASH 2,239 2,253
    58733R102 MERCADOLIBRE INC 2,427 2,148
    88579Y101 3M CO 1,533 1,635
    004764106 ACME PACKET INC 1,424 1,329
    192446102 COGNIZANT TECH 3,870 3,666
    38259P508 GOOGLE INC 3,119 3,230
    45666Q102 INFORMATICA 561 480
    461202103 INTUITE COM 2,311 2,314
    48203R104 JUNIPER NETWORKS 1,510 1,572
    747525103 QUALCOMM INC 5,731 5,744
    79466L302 SALESFORCE COM 1,863 1,623
    882508104 TEXAS INSTRUMENTS 1,871 1,863
    928563402 VMWARE INC 1,695 1,497
    278865100 ECOLAB INC 2,936 3,064

    TY 2011 InvestmentsOtherSchedule2
    Name:
    EMILY WOODRUFF UNITRUST FBO SPRINGER
    EIN: 58-6162874
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WELLS FARGO MULTI-STRATEGY 10      
    ALPHAMETRIX MANAGED FUTURE AT COST 39,000 39,890
    26852M105 EII INTERN. PROPERTY AT COST 25,913 18,770
    44981V706 ING REAL ESTAT FD AT COST 17,275 18,013
    722005667 PIMCO COMMODITY REAL AT COST 16,579 12,350
    961997061 ASGI MESIROW INSIGHT      
    AMX994405 ALPHAMETRIX MGD FUT      
    GTY995004 ASGI AGILITY INCOME      
    277911491 EATON VANCE FLOATING AT COST 15,000 14,554
    4812C0803 JP MORGAN HIGH YIELD AT COST 35,423 31,386
    61744J747 MORGAN STANLEY INSTI AT COST 25,913 20,920
    67065Q822 NUVEEN LIMITED TERM AT COST 32,000 32,380
    693391104 PIMCO REAL RTN AT COST 17,695 17,576
    693390700 PIMCO TOTAL RTN AT COST 101,725 109,697
    74253Q416 PRINCIPAL PREFERRED AT COST 43,000 39,856
    693391559 PIMCO EMERGING MKT AT COST 11,092 10,816
    722005220 PIMCO FOREIGN BOND AT COST 33,581 31,800
    693390882 PIMCO FOREIGN BD FUN AT COST 16,029 16,708
    26203E851 DREYFUS/THE BOSTON C AT COST 14,094 23,564
    94985D244 WELLS FARGO ADV. TRA AT COST 15,601 23,467
    04314H204 ARTISAN INTERNATIONA AT COST 19,402 21,045
    246248306 DELAWARE POOLED TR AT COST 21,554 20,651
    52106N889 LAZAERD EMERGING MKT AT COST 16,255 26,221
    ASGI MESIROW INSIGHT AT COST 50,000 44,942
    262028855 DRIEHAUS ACTIVE INCO AT COST 11,595 10,345
    870297801 ELEMENTS ROGERS TOT AT COST 17,037 14,824
    G24140108 COOPER INDUSTRIES P AT COST 2,239 2,274
    HK833N103 NOBLE CORP AT COST 1,655 1,571
    66987V109 NOVARTIS AG - ADR AT COST 2,949 3,087
    867224107 SUNCOR ENERGY INC AT COST 4,130 4,209
    ASGI AGILITY INCOME FUND AT COST 50,000 48,478

    TY 2011 OtherDecreasesSchedule
    Name:
    EMILY WOODRUFF UNITRUST FBO SPRINGER
    EIN: 58-6162874
    Description Amount
    MUTUAL FUND POSTING DATE AFTER TYE 2,307
    ROUNDING 3


    TY 2011 OtherExpensesSchedule
    Name:
    EMILY WOODRUFF UNITRUST FBO SPRINGER
    EIN: 58-6162874
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ASGI MESIROW 26-2902044 - OTH   121   0


    TY 2011 OtherIncomeSchedule2
    Name:
    EMILY WOODRUFF UNITRUST FBO SPRINGER
    EIN: 58-6162874
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ALPHAMETRIX MGD 27-1248567 INCOME LOSS   -1,737  
    ALPHAMETRIX MGD 27-1248567 INTEREST INC   3  
    ALPHAMETRIX MGD 27-1248567 NET CAPL LOSS   -77  
    ALPHAMETRIX MGD 27-1248567 OTHER INCOME   3,017  


    TY 2011 OtherIncreasesSchedule
    Name:
    EMILY WOODRUFF UNITRUST FBO SPRINGER
    EIN: 58-6162874
    Description Amount
    MUTUAL FUND TAX EFFECTIVE DATE BEFORE TYE 4,294
    ROC BASIS ADJUSTMENT 49


    TY 2011 TaxesSchedule
    Name:
    EMILY WOODRUFF UNITRUST FBO SPRINGER
    EIN: 58-6162874
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2 2   0
    FEDERAL TAX PAYMENT - PRIOR YE 840 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,020 0   0
    FOREIGN TAXES ON QUALIFIED FOR 80 80   0
    FOREIGN TAXES ON NONQUALIFIED 35 35   0