Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
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 or province, country, and ZIP or foreign postal code
CHARLOTTE, NC28262
A Employer identification number

58-6162874
B Telephone number (see instructions)

(800) 352-3705
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$774,467
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 4 4  
4 Dividends and interest from securities... 20,825 20,361  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 21,399
b Gross sales price for all assets on line 6a 108,386
7 Capital gain net income (from Part IV, line 2)... 21,399
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)....... 255 255  
12 Total. Add lines 1 through 11........ 42,483 42,019  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,178 9,134   3,045
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)....... 1,000 0 0 1,000
c Other professional fees (attach schedule).... 661 661   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 621 344   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,460 10,139 0 4,045
25 Contributions, gifts, grants paid....... 28,136 28,136
26 Total expenses and disbursements. Add lines 24 and 25 42,596 10,139 0 32,181
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -113
b Net investment income (if negative, enter -0-) 31,880
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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......... 103,034 34,033 34,033
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 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) 7,470 Click to see attachment7,470 7,531
b Investments—corporate stock (attach schedule)....... 429,699 Click to see attachment486,684 523,531
c Investments—corporate bonds (attach schedule)....... 167,013 Click to see attachment183,098 161,977
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 52,503 Click to see attachment50,000 47,395
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) 759,719 761,285 774,467
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........ 759,719 761,285
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 instructions)..... 759,719 761,285
31 Total liabilities and net assets/fund balances (see instructions). 759,719 761,285
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
759,719
2
Enter amount from Part I, line 27a .....................
2
-113
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,423
4
Add lines 1, 2, and 3 ..........................
4
763,029
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,744
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
761,285
Form 990-PF (2015)
Form 990-PF (2015)
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 15. AMC NETWORKS INC   2015-04-16 2015-09-21
b 5. AMC NETWORKS INC   2014-09-25 2015-12-10
c 11. ALLERGAN INC   2011-12-12 2015-03-18
d 1. ALPHABET INC CL C   2015-03-24 2015-11-23
e 5. AMERICAN EXPRESS CO   2015-01-21 2015-04-16
4. APPLE INC   2013-05-02 2015-01-28
5. APPLE INC   2011-12-14 2015-07-30
5. B/E AEROSPACE, INC.   2014-08-05 2015-06-30
22. B/E AEROSPACE, INC.   2012-09-27 2015-06-30
3. CIGNA CORP   2013-02-07 2015-04-16
6. CVS HEALTH CORPORATION   2011-12-12 2015-01-14
4. CVS HEALTH CORPORATION   2011-12-12 2015-04-16
7. CVS HEALTH CORPORATION   2011-12-12 2015-06-26
3. CVS HEALTH CORPORATION   2010-08-26 2015-07-16
10. COCA COLA CO   2013-07-12 2015-04-16
17. COCA COLA CO   2013-06-14 2015-09-21
17. COGNIZANT TECH SOLUTIONS CRP COM   2014-12-05 2015-04-21
5. COMCAST CORP CLASS A   2014-07-07 2015-04-16
4. COSTCO WHOLESALE CORP   2012-04-11 2015-01-05
4. COSTCO WHOLESALE CORP   2012-02-29 2015-02-27
7. COSTCO WHOLESALE CORP   2012-02-07 2015-10-02
6. COSTCO WHOLESALE CORP   2011-12-12 2015-12-03
5. COSTCO WHOLESALE CORP   2011-12-22 2015-12-10
8. COSTCO WHOLESALE CORP   2012-05-09 2015-12-14
3. WALT DISNEY CO   2013-05-28 2015-04-16
3. WALT DISNEY CO   2013-05-28 2015-04-27
44. E M C CORP MASS   2014-09-25 2015-10-12
14. EOG RESOURCES, INC   2014-10-02 2015-09-08
4. EOG RESOURCES, INC   2015-04-27 2015-09-21
13. EOG RESOURCES, INC   2015-05-12 2015-10-05
11. EOG RESOURCES, INC   2014-10-24 2015-11-16
12. EOG RESOURCES, INC   2014-10-27 2015-11-23
8. EOG RESOURCES, INC   2015-05-29 2015-11-23
16. EXPRESS SCRIPTS HOLDING CO   2013-10-30 2015-11-23
11. EXPRESS SCRIPTS HOLDING CO   2013-04-30 2015-12-17
20. FMC TECHNOLOGIES INC   2014-10-23 2015-04-16
16. FASTENAL CO   2013-05-23 2015-02-20
24. FASTENAL CO   2013-05-23 2015-04-10
23. FASTENAL CO   2014-01-15 2015-04-14
8. GENESEE & WYOMING INC-CL A   2013-10-16 2015-07-02
10. GILEAD SCIENCES INC   2015-01-05 2015-05-20
17. GILEAD SCIENCES INC   2011-12-12 2015-05-20
15. GILEAD SCIENCES INC   2011-12-12 2015-07-30
6. GOOGLE INC   2012-01-24 2015-03-24
1. GOOGLE INC-CL C   2015-03-24 2015-04-16
.0383 GOOGLE INC-CL C   2015-03-24 2015-05-06
1. GOOGLE INC-CL C   2015-03-24 2015-07-20
1. GOOGLE INC-CL C   2015-03-24 2015-07-30
42. HOME DEPOT INC   2015-12-18 2015-12-29
3. INTERCONTINENTAL EXCHANGE, INC   2014-04-10 2015-02-20
6. INTERCONTINENTAL EXCHANGE, INC   2012-12-20 2015-08-24
4. INTERCONTINENTAL EXCHANGE, INC   2012-12-20 2015-08-25
3. INTERCONTINENTAL EXCHANGE, INC   2011-12-12 2015-10-02
3. INTERCONTINENTAL EXCHANGE, INC   2011-12-12 2015-10-27
4. INTERCONTINENTAL EXCHANGE, INC   2011-12-12 2015-11-05
13. JUNIPER NETWORKS INC   2014-07-24 2015-05-05
1. JUNIPER NETWORKS INC   2014-07-24 2015-07-09
58. JUNIPER NETWORKS INC   2013-03-27 2015-07-09
.5 KLX INC   2014-08-05 2015-01-05
2. KLX INC   2014-08-05 2015-01-30
11. KLX INC   2012-09-27 2015-01-30
8. KANSAS CITY SOUTHERN   2014-11-25 2015-05-12
14. KANSAS CITY SOUTHERN   2014-05-20 2015-08-20
23. LINEAR TECHNOLOGY CORP   2015-05-29 2015-08-25
41. LINEAR TECHNOLOGY CORP   2015-04-21 2015-10-14
5. LOWES COS INC   2014-08-20 2015-04-16
5. LOWES COS INC   2014-08-20 2015-09-04
75. LOWES COS INC   2014-08-20 2015-12-18
14. NIKE INC CL B   2012-08-17 2015-08-07
2. PANERA BREAD COMPANY - CL A   2013-04-08 2015-04-16
5. PANERA BREAD COMPANY - CL A   2013-10-23 2015-06-30
3. PANERA BREAD COMPANY - CL A   2014-08-05 2015-06-30
7. T ROWE PRICE GROUP INC   2011-12-12 2015-01-14
21. T ROWE PRICE GROUP INC   2011-12-12 2015-02-11
11. QUALCOMM INC   2011-12-12 2015-01-14
24. QUALCOMM INC   2011-12-12 2015-01-21
7. QUALCOMM INC   2011-12-12 2015-01-30
4. ROSS STORES INC   2013-08-23 2015-02-27
2. ROSS STORES INC   2014-02-27 2015-02-27
7. STARBUCKS CORP COM   2014-09-25 2015-04-16
5. STARBUCKS CORP COM   2014-09-25 2015-04-27
2. STARBUCKS CORP COM   2014-09-25 2015-07-16
45. STARBUCKS CORP COM   2014-02-27 2015-07-16
8. STARBUCKS CORP COM   2011-12-12 2015-09-21
13. STARBUCKS CORP COM   2011-12-12 2015-10-29
13. SUNTRUST BANKS INC   2015-01-21 2015-09-09
20. SUNTRUST BANKS INC   2011-12-12 2015-09-09
21. SUNTRUST BANKS INC   2011-12-12 2015-10-16
21. SUNTRUST BANKS INC   2011-12-12 2015-11-06
1742. MLN ELEMENTS ROGERS TOTAL RETURN   2011-05-26 2015-12-14
3. VISA INC-CLASS A SHRS   2014-07-07 2015-04-16
4. VISA INC-CLASS A SHRS   2014-02-20 2015-04-16
14. VMWARE INC   2014-04-25 2015-10-21
15. VMWARE INC   2013-05-24 2015-11-18
4. ACTAVIS PLC   2015-03-18 2015-03-20
.051 ACTAVIS PLC   2015-03-18 2015-03-25
11. EATON CORP PLC   2013-10-30 2015-08-05
23. EATON CORP PLC   2013-10-30 2015-09-17
15. MICHAEL KORS HOLDINGS LTD   2014-03-31 2015-05-27
12. MICHAEL KORS HOLDINGS LTD   2014-11-05 2015-05-27
4. PERRIGO CO PLC   2013-12-18 2015-04-09
7. PERRIGO CO PLC   2013-12-18 2015-04-21
4. PERRIGO CO PLC   2013-12-18 2015-08-14
9. CORE LABORATORIES N V COM   2015-01-30 2015-07-21
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,133   1,014 119
b 406   292 114
c 2,657   905 1,752
d 754   572 182
e 404   437 -33
469   226 243
612   271 341
273   309 -36
1,201   664 537
398   184 214
580   228 352
406   152 254
738   236 502
331   84 247
408   409 -1
666   683 -17
1,043   904 139
300   271 29
560   349 211
588   344 244
1,012   589 423
987   504 483
811   420 391
1,278   667 611
325   200 125
330   200 130
1,208   1,282 -74
1,089   1,412 -323
307   390 -83
1,052   1,239 -187
930   1,006 -76
990   1,066 -76
660   712 -52
1,364   980 384
952   648 304
807   1,098 -291
682   829 -147
961   1,171 -210
953   1,060 -107
608   760 -152
1,106   984 122
1,881   331 1,550
1,753   292 1,461
3,477   1,854 1,623
535   573 -38
21   22 -1
663   572 91
625   572 53
5,618   5,491 127
697   570 127
1,350   777 573
905   487 418
687   359 328
766   359 407
1,038   478 560
347   302 45
26   23 3
1,506   1,118 388
20   23 -3
80   93 -13
439   251 188
795   959 -164
1,338   1,469 -131
875   1,093 -218
1,765   1,896 -131
371   262 109
337   262 75
5,579   2,263 3,316
1,590   670 920
366   355 11
873   844 29
524   447 77
571   394 177
1,722   1,182 540
794   600 194
1,720   1,310 410
444   382 62
420   278 142
210   144 66
338   262 76
254   187 67
111   75 36
2,506   1,148 1,358
460   174 286
818   282 536
517   500 17
796   338 458
835   355 480
927   355 572
7,943   17,037 -9,094
198   162 36
263   223 40
752   1,210 -458
857   1,074 -217
1,264   1,220 44
16   16  
657   709 -52
1,283   1,160 123
692   1,187 -495
554   885 -331
785   621 164
1,364   1,087 277
763   621 142
930   991 -61
      7,436
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       119
b       114
c       1,752
d       182
e       -33
      243
      341
      -36
      537
      214
      352
      254
      502
      247
      -1
      -17
      139
      29
      211
      244
      423
      483
      391
      611
      125
      130
      -74
      -323
      -83
      -187
      -76
      -76
      -52
      384
      304
      -291
      -147
      -210
      -107
      -152
      122
      1,550
      1,461
      1,623
      -38
      -1
      91
      53
      127
      127
      573
      418
      328
      407
      560
      45
      3
      388
      -3
      -13
      188
      -164
      -131
      -218
      -131
      109
      75
      3,316
      920
      11
      29
      77
      177
      540
      194
      410
      62
      142
      66
      76
      67
      36
      1,358
      286
      536
      17
      458
      480
      572
      -9,094
      36
      40
      -458
      -217
      44
       
      -52
      123
      -495
      -331
      164
      277
      142
      -61
       
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 21,399
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 23,963 843,115 0.028422
2013 45,910 815,103 0.056324
2012 52,843 800,758 0.065991
2011 52,710 817,982 0.064439
2010 52,165 806,495 0.064681
2
Total of line 1, column (d) .....................
20.279857
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
0.055971
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
816,068
5
Multiply line 4 by line 3......................
5
45,676
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
319
7
Add lines 5 and 6........................
7
45,995
8
Enter qualifying distributions from Part XII, line 4.............
8
32,181
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 638
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........................... 3 638
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- ..... 5 638
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 604
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.............. 7 604
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 34
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see 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 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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (800) 352-3705

    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 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Wells Frago Bank NA TRUSTEE
    40
    12,178    
    1525 West WT Harris Blvd D1114 044
    Charlotte,NC282881106
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    799,004
    b
    Average of monthly cash balances.......................
    1b
    29,491
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    828,495
    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
    828,495
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    12,427
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    816,068
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    40,803
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    40,803
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    638
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    638
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    40,165
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    40,165
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    40,165
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    32,181
    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
    32,181
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    32,181
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 40,165
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:2013, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 0
    b From 2011...... 0
    c From 2012...... 0
    d From 2013...... 2,010
    e From 2014...... 0
    fTotal of lines 3a through e........ 2,010
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 32,181
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2015 distributable amount..... 32,181
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 2,010 2,010
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    5,974
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2011.... 0
    b Excess from 2012.... 0
    c Excess from 2013.... 0
    d Excess from 2014.... 0
    e Excess from 2015.... 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    SPRINGER OPERA HOUSE ARTS ASSN
    ATTN JAMIE L FAGERSTROM
    103 TENTH STREET
    COLUMBUS,GA31901
    NONE PC GENERAL 28,136
    Total .................................bullet 3a 28,136
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
        14 4  
    4 Dividends and interest from securities....     14 20,825  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 21,399  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aMUTUAL FUNDS
        4 255  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   42,483  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1342,483
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    EMILY WOODRUFF UNITRUST FBO SPRINGER
    EIN:
    58-6162874
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    EMILY WOODRUFF UNITRUST FBO SPRINGER
    EIN:
    58-6162874
    Name of Bond End of Year Book Value End of Year Fair Market Value
    262028855 DRIEHAUS ACTIVE INCO 20,644 19,430
    277911491 EATON VANCE FLOATING 2,621 2,429
    4812C0803 JPMORGAN HIGH YIELD 31,129 25,476
    61744J747 MORGAN STANLEY INS E    
    693390700 PIMCO TOTAL RET FD-I 31,691 31,733
    693390882 PIMCO FOREIGN BD FD 8,526 8,325
    693391104 PIMCO REAL RETURN BO    
    693391559 PIMCO EMERG MKTS BD- 11,092 8,951
    722005220 PIMCO FOREIGN BOND ( 8,226 6,506
    74253Q416 PRINCIPAL PREFERRED 40,553 40,473
    72201F516 PIMCO EMERGING LOCAL 28,616 18,654

    TY 2015 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 5,491 5,555
    654106103 NIKE INC CL B 976 2,125
    778296103 ROSS STORES INC 1,793 3,013
    126650100 CVS HEALTH CORPORATI 2,940 7,822
    742718109 PROCTER & GAMBLE CO    
    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 3,834 5,022
    14149Y108 CARDINAL HEALTH INC    
    345838106 FOREST LABS INC    
    478160104 JOHNSON & JOHNSON    
    58155Q103 MCKESSON CORP    
    58405U102 MEDCO HEALTH SOLUTIO    
    235851102 DANAHER CORP 2,371 4,923
    369604103 GENERAL ELECTRIC CO    
    907818108 UNION PACIFIC COR    
    913017109 UNITED TECHNOLOGIES    
    88579Y101 3M CO 3,774 3,766
    037833100 APPLE INC 3,635 7,158
    17275R102 CISCO SYSTEMS INC    
    219350105 CORNING INC    
    428236103 HEWLETT PACKARD CO    
    44919P508 IAC/INTERACTIVECORP    
    458140100 INTEL CORP    
    459200101 INTERNATIONAL BUSINE    
    594918104 MICROSOFT CORP    
    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 INTERNATIONA    
    246248306 DELAWARE POOLED TR I 40,505 41,365
    52106N889 LAZARD EMERGING MKTS 27,255 28,429
    26852M105 EII INTERNATIONAL PR    
    44981V706 ING REAL ESTATE FUND    
    722005667 PIMCO COMMODITY REAL 31,069 15,034
    143130102 CARMAX INC    
    237194105 DARDEN RESTURANTS    
    4783669107 JOHNSON CONTROLS IN    
    500255104 KOHLS CORP    
    741503403 THE PRICELINE GROUP 3,049 3,825
    855244109 STARBUCKS CORP COM 911 2,521
    191216100 COCA COLA CO 3,761 4,511
    22160K105 COSTCO WHOLESALE COR    
    713448108 PEPSICO INC 2,192 2,998
    13342B105 CAMERON INTL CORP 2,402 2,907
    74733V100 QUESTAR MARKET RESOU    
    001055102 AFLAC INC    
    025816109 AMERICAN EXPRESS CO 3,604 4,312
    45865V100 INTERCONTINENTALEXCH    
    867914103 SUNTRUST BANKS INC    
    74144T108 T ROWE PRICE GROUP I    
    018490102 ALLERGAN INC    
    156782104 CERNER CORP COM 2,290 2,166
    28176E108 EDWARDS LIFESCIENCES    
    375558103 GILEAD SCIENCES INC 808 3,339
    46120E602 INTUITIVE SURGICAL I    
    714290103 PERRIGO CO    
    790849103 ST JUDE MED INC    
    12541W209 C H ROBINSON WORLDWI    
    302130109 EXPEDITORS INTL WASH    
    58733R102 MERCADOLIBRE INC    
    88579Y101 3M CO    
    004764106 ACME PACKET INC    
    192446102 COGNIZANT TECH SOLUT 1,460 1,681
    38259P508 GOOGLE INC    
    45666Q102 INFORMATICA CORP    
    461202103 INTUIT COM    
    48203R104 JUNIPER NETWORKS INC    
    747525103 QUALCOMM INC 1,801 1,650
    79466L302 SALESFORCE COM    
    882508104 TEXAS INSTRUMENTS IN 2,422 3,672
    928563402 VMWARE INC    
    278865100 ECOLAB INC 3,864 5,033
    023135106 AMAZON COM INC COM    
    073302101 B/E AEROSPACE, INC.    
    075896100 BED BATH & BEYOND IN    
    46625H365 JP MORGAN ALERIAN ML 3,995 3,216
    548661107 LOWES COS INC    
    66987V109 NOVARTIS AG - ADR 1,966 2,237
    683974505 OPPENHEIMER DEVELOPI    
    867224107 SUNCOR ENERGY INC NE    
    870297801 MLN ELEMENTS ROGERS    
    89155H256 TOUCHSTONE SMALL CAP 32,404 29,864
    92220P105 VARIAN MED SYS INC    
    G29183103 EATON CORP PLC    
    H5833N103 NOBLE CORPORATION    
    018581108 ALLIANCE DATA SYS CO    
    125509109 CIGNA CORP 1,737 3,658
    23918K108 DAVITA HEALTHCARE PA    
    254687106 WALT DISNEY CO 2,792 4,308
    278642103 EBAY INC    
    30219G108 EXPRESS SCRIPTS HOLD 1,689 2,622
    311900104 FASTENAL CO    
    371559105 GENESEE & WYOMING IN    
    45866F104 INTERCONTINENTAL EXC    
    580135101 MCDONALDS CORP    
    655664100 NORDSTROM INC 1,429 1,245
    69840W108 PANERA BREAD COMPANY    
    74253Q747 PRINCIPAL MIDCAP FD- 45,000 54,625
    773903109 ROCKWELL AUTOMATION    
    92826C839 VISA INC-CLASS A SHR 5,379 7,833
    G0408V102 AON PLC 1,767 2,674
    G60754101 MICHAEL KORS HOLDING    
    G65431101 NOBLE CORP PLC    
    G97822103 PERRIGO CO PLC 4,225 4,052
    00164V103 AMC NETWORKS INC 993 1,270
    09062X103 BIOGEN INC 5,631 4,902
    20030N101 COMCAST CORP CLASS A 3,968 4,176
    268648102 E M C CORP MASS 2,772 2,568
    26875P101 EOG RESOURCES, INC    
    30249U101 FMC TECHNOLOGIES INC    
    38259P706 GOOGLE INC-CL C    
    482539103 KLX INC    
    485170302 KANSAS CITY SOUTHERN    
    518439104 ESTEE LAUDER COMPANI 2,474 2,818
    683974604 OPPENHEIMER DEVELOPI 33,000 29,092
    74005P104 PRAXAIR INC COM 1,651 1,331
    78463X863 SPDR DJ WILSHIRE INT 31,339 27,423
    92913K595 VOYA REAL ESTATE FUN 22,258 29,384
    966837106 WHOLE FOODS MKT INC 3,851 2,982
    N22717107 CORE LABORATORIES N    
    00203H859 AQR MANAGED FUTURES 12,500 11,653
    02079K107 ALPHABET INC CL C 4,554 8,348
    032095101 AMPHENOL CORP CL A 4,313 4,178
    04314H402 ARTISAN INTERNATIONA 39,127 51,235
    256677105 DOLLAR GENERAL CORP 1,732 1,797
    30303M102 FACEBOOK INC 2,354 3,140
    427866108 THE HERSHEY COMPANY 3,768 3,482
    45167R104 IDEX CORP 3,976 3,907
    57636Q104 MASTERCARD INC 1,693 1,752
    63872T885 ASG GLOBAL ALTERNATI 25,000 23,623
    64128R608 NEUBERGER BERMAN LON 16,500 15,987
    883556102 THERMO FISHER SCIENT 3,830 4,256
    G1151C101 ACCENTURE PLC 2,144 2,299
    M22465104 CHECK POINT SOFTWARE 2,666 2,767

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    EMILY WOODRUFF UNITRUST FBO SPRINGER
    EIN:
    58-6162874
    US Government Securities - End of Year Book Value:

    7,470
    US Government Securities - End of Year Fair Market Value:

    7,531
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2015 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      
    26852M105 EII INTERN. PROPERTY      
    44981V706 ING REAL ESTAT FD      
    722005667 PIMCO COMMODITY REAL      
    961997061 ASGI MESIROW INSIGHT      
    AMX994405 ALPHAMETRIX MGD FUT      
    GTY995004 GAI AGILITY INCOME F AT COST 50,000 47,395
    277911491 EATON VANCE FLOATING      
    4812C0803 JPMORGAN HIGH YIELD      
    61744J747 MORGAN STANLEY INSTI      
    67065Q822 NUVEEN LIMITED TERM      
    693391104 PIMCO REAL RETURN FU      
    693390700 PIMCO TOTAL RET FD-I      
    74253Q416 PRINCIPAL PREFERRED      
    693391559 PIMCO EMERG MKTS BD-      
    722005220 PIMCO FOREIGN BOND (      
    693390882 PIMCO FOREIGN BD FD      
    26203E851 DREYFUS/THE BOSTON C      
    94985D244 WELLS FARGO ADV. TRA      
    04314H204 ARTISAN INTERNATIONA      
    246248306 DELAWARE POOLED TR      
    52106N889 LAZAERD EMERGING MKT      
    ASGI MESIROW INSIGHT      
    262028855 DRIEHAUS ACTIVE INCO      
    870297801 ELEMENTS ROGERS TOT      
    G24140108 COOPER INDUSTRIES P      
    HK833N103 NOBLE CORP      
    66987V109 NOVARTIS AG - ADR      
    867224107 SUNCOR ENERGY INC      
    ASGI AGILITY INCOME FUND      
    72201F516 PIMCO EMERGING LOCAL      
    961995008 ASGI MESIROW INSIGHT      
    AMX999HB6 ALPHAMETRIX MGD FUT      
    96199HB05 GAI MESIROW INSIGHT      

    TY 2015 OtherDecreasesSchedule
    Name:
    EMILY WOODRUFF UNITRUST FBO SPRINGER
    EIN:
    58-6162874
    Description Amount
    MUTUAL FUND POSTING DATE AFTER TYE 571
    ROUNDING 6
    COST BASIS ADJUSTMENT 1,167


    TY 2015 OtherIncomeSchedule2
    Name:
    EMILY WOODRUFF UNITRUST FBO SPRINGER
    EIN:
    58-6162874
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MUTUAL FUNDS 255 255  


    TY 2015 OtherIncreasesSchedule
    Name:
    EMILY WOODRUFF UNITRUST FBO SPRINGER
    EIN:
    58-6162874
    Description Amount
    MUTUAL FUND TAX EFFECTIVE DATE BEFORE TYE 2,927
    RETURN OF CAPITAL 496


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    EMILY WOODRUFF UNITRUST FBO SPRINGER
    EIN:
    58-6162874
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEES-SUBJECT T 661 661    


    TY 2015 TaxesSchedule
    Name:
    EMILY WOODRUFF UNITRUST FBO SPRINGER
    EIN:
    58-6162874
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 6 6   0
    FEDERAL ESTIMATES - PRINCIPAL 277 0   0
    FOREIGN TAXES ON QUALIFIED FOR 312 312   0
    FOREIGN TAXES ON NONQUALIFIED 26 26   0