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
STELLA FULLER SETTLEMENT INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 97
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HUNTINGTON, WV257060097
A Employer identification number

55-6000847
B Telephone number (see instructions)

(304) 634-9470
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$626,146J 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 19 19  
4 Dividends and interest from securities... 21,839 21,839  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,121
b Gross sales price for all assets on line 6a 196,678
7 Capital gain net income (from Part IV, line 2)... 1,121
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 22,979 22,979  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,219     1,219
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 577     577
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 781     781
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,577 0   2,577
25 Contributions, gifts, grants paid....... 36,388 36,388
26 Total expenses and disbursements. Add lines 24 and 25 38,965 0   38,965
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,986
b Net investment income (if negative, enter -0-) 22,979
c Adjusted net income (if negative, enter -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............. 17,516 8,551 8,551
2 Savings and temporary cash investments......... 99,158 4,813 4,813
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 118,376 Click to see attachment114,369 110,289
b Investments—corporate stock (attach schedule)....... 102,781 Click to see attachment198,648 169,079
c Investments—corporate bonds (attach schedule)....... 263,290 Click to see attachment282,753 279,285
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 81,717 Click to see attachment57,718 52,483
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) 1,646 1,646 1,646
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 684,484 668,498 626,146
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.................. 684,484 668,498
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 684,484 668,498
31 Total liabilities and net assets/fund balances (see instructions). 684,484 668,498
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
684,484
2
Enter amount from Part I, line 27a .....................
2
-15,986
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
668,498
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
668,498
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 300 SHRS CBL & ASSOC. PROPERTIES, INC. P 2014-04-15 2015-01-12
b 300 SHRS PHYSICIANS REALTY TR P 2014-03-06 2015-01-22
c 300 SHRS PHYSICIANS REALTY TR P 2014-12-10 2015-01-22
d 150 SHRS LACLEDE GROUP, INC. P 2014-09-23 2015-01-27
e 300 SHRS MERIDIAN BIOSCIENCE, INC. P 2015-01-05 2015-02-10
1000 SHRS PROSPECT CAP CORP P 2012-08-21 2015-02-17
300 SHRS NEXTERA ENERGY CAP HLDGS P 2013-01-15 2015-03-11
800 SHRS APPROACH RESOURCES, INC. P 2015-03-20 2015-04-07
300 SHRS GENERAL ELECTRIC COMPANY P 2015-03-25 2015-05-18
300 SHRS HILLENBRAND, INC P 2015-03-19 2015-05-20
100 SHRS JOHNSON & JOHNSON P 2015-02-18 2015-06-02
400 SHRS WORLD WRESTLING ENTERTAINMENT, INC. CLASS A P 2015-04-15 2015-06-09
200 SHRS WORLD WRESTLING ENTERTAINMENT, INC. CLASS A P 2015-05-01 2015-06-09
.472 SHRS TALEN ENERGY CORP P 2015-06-02 2015-06-15
25000 SHRS INVESTORS CMNTY BANK P 2010-06-09 2015-06-18
200 SHRS CONNECTICUT WTR SVC, INC. P 2015-01-28 2015-06-19
2000 SHRS FEDL HOME LOAN MTG P 2012-06-19 2015-06-15
37 SHRS TALEN ENERGY CORP P 2015-03-19 2015-07-21
1000 SHRS FEDL HOME LOAN MTG P 2012-06-19 2015-07-15
1283 SHRS FIRST TRUST TARGET HIGH QUAL DIV 6 MO CA P 2014-06-10 2015-09-14
500 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO CA P 2012-09-18 2015-09-17
1000 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2012-10-05 2015-09-17
8.465 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2012-12-26 2015-09-17
11.581 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2013-01-25 2015-09-17
3.428 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2013-03-25 2015-09-17
1.275 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2013-04-25 2015-09-17
3.44 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2013-06-25 2015-09-17
63.731 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2013-08-26 2015-09-17
1.437 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2013-08-27 2015-09-17
3.454 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2013-09-25 2015-09-17
1.605 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2013-11-25 2015-09-17
71.681 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2013-12-26 2015-09-17
3.471 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2013-12-26 2015-09-17
1.244 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2014-02-25 2015-09-17
3.543 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2014-03-25 2015-09-17
1.267 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2014-04-25 2015-09-17
4.498 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2014-06-25 2015-09-17
1.383 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2014-08-25 2015-09-17
4.284 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2014-09-25 2015-09-17
1.862 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2014-11-25 2015-09-17
3.719 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2014-12-26 2015-09-17
1.242 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2015-01-26 2015-09-17
4.442 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2015-03-25 2015-09-17
1.205 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2015-04-27 2015-09-17
4.748 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2015-06-25 2015-09-17
2.329 SHRS FIRST TRUST AUTO QUANT ANALYSIS 5 MO RE P 2015-08-25 2015-09-17
150 SHRS ATMOS ENERGY CORP P 2015-02-13 2015-10-05
150 SHRS INTEL CORP P 2015-08-13 2015-10-22
200 SHRS HILLENBRAND, INC. P 2015-02-10 2015-11-10
200 SHRS HILLENBRAND, INC. P 2015-07-01 2015-11-10
800 SHRS APPROACH RESOURCES, INC. P 2015-05-13 2015-12-01
200 SHRS MERIDIAN BIOSCIENCE, INC. P 2015-10-13 2015-12-07
1000 FEDL HOME LOAN MTG P 2012-06-19 2015-12-15
10000 DOW CHEMICAL CO. P 2012-05-29 2015-12-15
LONG TERM CAPITAL GAINS DISTRIBUTIONS P 2014-01-01 2015-12-31
(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 5,947 0 5,490 457
b 5,046 0 4,223 823
c 5,046 0 4,879 167
d 8,042 0 7,229 813
e 5,326 0 5,130 196
10,000 0 10,000 0
6,939 0 7,500 -561
6,330 0 5,650 680
8,009 0 7,768 241
9,439 0 9,157 282
9,814 0 10,174 -360
6,129 0 5,644 485
3,065 0 2,826 239
9 0 9 0
25,000 0 25,000 0
6,527 0 7,618 -1,091
2,000 0 2,002 -2
589 0 699 -110
1,000 0 1,001 -1
11,335 0 12,711 -1,376
5,617 0 4,378 1,239
11,234 0 8,329 2,905
95 0 69 26
130 0 101 29
39 0 32 7
14 0 12 2
39 0 33 6
716 0 642 74
16 0 14 2
39 0 36 3
18 0 18 0
805 0 812 -7
39 0 39 0
14 0 14 0
40 0 42 -2
14 0 15 -1
51 0 55 -4
16 0 17 -1
48 0 50 -2
21 0 22 -1
42 0 45 -3
14 0 15 -1
49 0 58 -9
14 0 16 -2
53 0 61 -8
27 0 27 0
8,594 0 8,174 420
4,930 0 4,524 406
5,921 0 6,272 -351
5,921 0 6,331 -410
1,688 0 6,315 -4,627
3,856 0 3,670 186
1,000 0 1,001 -1
10,000 0 10,000 0
364 0 0 364
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 0 0 0 457
b 0 0 0 823
c 0 0 0 167
d 0 0 0 813
e 0 0 0 196
0 0 0 0
0 0 0 -561
0 0 0 680
0 0 0 241
0 0 0 282
0 0 0 -360
0 0 0 485
0 0 0 239
0 0 0 0
0 0 0 0
0 0 0 -1,091
0 0 0 -2
0 0 0 -110
0 0 0 -1
0 0 0 -1,376
0 0 0 1,239
0 0 0 2,905
0 0 0 26
0 0 0 29
0 0 0 7
0 0 0 2
0 0 0 6
0 0 0 74
0 0 0 2
0 0 0 3
0 0 0 0
0 0 0 -7
0 0 0 0
0 0 0 0
0 0 0 -2
0 0 0 -1
0 0 0 -4
0 0 0 -1
0 0 0 -2
0 0 0 -1
0 0 0 -3
0 0 0 -1
0 0 0 -9
0 0 0 -2
0 0 0 -8
0 0 0 0
0 0 0 420
0 0 0 406
0 0 0 -351
0 0 0 -410
0 0 0 -4,627
0 0 0 186
0 0 0 -1
0 0 0 0
0 0 0 364
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,121
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 -1,580
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 39,398 684,636 0.057546
2013 35,577 693,961 0.051267
2012 29,320 717,427 0.040868
2011 22,399 699,389 0.032027
2010 8,838 659,792 0.013395
2
Total of line 1, column (d) .....................
20.195103
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
0.039021
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
657,353
5
Multiply line 4 by line 3......................
5
25,651
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
230
7
Add lines 5 and 6........................
7
25,881
8
Enter qualifying distributions from Part XII, line 4.............
8
38,965
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 1 230
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........................... 3 230
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 230
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 500
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment: -500 7 500
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 270
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet270 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bulletWV
    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 addressbulletN/A
    14
    The books are in care ofbulletJIM MORGAN Telephone no.bullet (304) 523-6120

    Located atbulletPO BOX 97HUNTINGTONWV ZIP+4bullet257060097
    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
     
     
    ........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
     
     
    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
    JAMES MORGAN PRESIDENT
    1.00     		0 0 0
    535 13TH AVENUE
    HUNTINGTON,WV25701
    CAROLYN AGEE SECT/TREAS
    1.00     		0 0 0
    160 WOODLAND DRIVE
    HUNTINGTON,WV25705
    ROBERT AGEE BOARD MEMBER
    1.00     		0 0 0
    61 N BRADLEY FOSTER DRIVE
    HUNTINGTON,WV25701
    SARA BLETHEN BOARD MEMBER
    1.00     		0 0 0
    902 13TH AVENUE
    HUNTINGTON,WV25701
    ROBERT CARPENTER BOARD MEMBER
    1.00     		0 0 0
    328 6TH AVENUE
    HUNTINGTON,WV25701
    DAVID GLICK BOARD MEMBER
    1.00     		0 0 0
    333 9TH AVENUE
    HUNTINGTON,WV25701
    DAVID JUSTICE BOARD MEMBER
    1.00     		0 0 0
    2445 3RD AVENUE
    HUNTINGTON,WV25703
    STEVE GOLDER BOARD MEMBER
    1.00     		0 0 0
    PO BOX 2688
    HUNTINGTON,WV25726
    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 PROVIDE SUPPORT TO CHARITIES TO BENEFIT LOW INCOME,HANDICAPPED & ELDERLY INDIVIDUALS. 36,388
    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
    607,610
    b
    Average of monthly cash balances.......................
    1b
    59,753
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    667,363
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    667,363
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    10,010
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    657,353
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    32,868
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    32,868
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    230
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    230
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    32,638
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    32,638
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    32,638
    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
    38,965
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    38,965
    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
    230
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    38,735
    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 32,638
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013...... 1,304
    e From 2014...... 5,667
    fTotal of lines 3a through e........ 6,971
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 38,965
    a Applied to 2014, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount..... 32,638
    e Remaining amount distributed out of corpus 6,327
    5 Excess distributions carryover applied to 2015.    
    (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 13,298
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		13,298
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013.... 1,304
    d Excess from 2014.... 5,667
    e Excess from 2015.... 6,327
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    BOARD OF DIRECTORS STELLA FULLER SE
    PO BOX 97
    HUNTINGTON,WV257060097
    (304) 523-6120
    bThe form in which applications should be submitted and information and materials they should include:
    VARIOUS
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    FACING HUNGER FOODBANK
    1327 4TH AVE
    HUNTINGTON,WV25701     		  PC INFRASTRUCTURE IMPROVEMENTS 3,000
    BOYS & GIRLS CLUB
    520 EVERETT ST
    HUNTINGTON,WV25702     		  PC SUMMER PROGRAM 5,000
    MARSHALL MEDICAL OUTREACH
    1600 MEDICAL CENTER DR
    HUNTINGTON,WV25701     		  PC PROVIDE HEALTH CARE 1,500
    CROSSLIGHT OF HOPE
    33483 HUNTINGTON RD
    ASHTON,WV25503     		  PC BACKPACK BLESSING/SUMMER MEALS PROGRAM 2,500
    RIVER CITIES STREET MINISTRY
    520 11TH ST
    HUNTINGTON,WV25701     		  PC FEEDING HOMELESS 2,500
    CENTRAL UNITED METHODIST
    1043 JEFFERSON AVE
    HUNTINGTON,WV25704     		  PC SUMMER PROGRAM 2,000
    SALVATION ARMY
    1227 3RD AVE
    HUNTINGTON,WV25701     		  PC ANGEL TREE PROGRAM 3,000
    GOODWILL INDUSTRIES
    1102 MEMORIAL BLVD
    HUNTINGTON,WV25701     		  PC RENOVATE KITCHEN JW SCOTT COMMUNITY CENTER 3,888
    GOLDEN GIRL GROUP HOME
    999 B ST
    CEREDO,WV25507     		  PC CHRISTMAS ANGEL PROGRAM 1,000
    CENTRAL UNITED METHODIST
    1043 JEFFERSON AVE
    HUNTINGTON,WV25704     		  PC TUTORING & HOMEWORK HELP 2,000
    NEW BAPTIST CHURCH
    610 28TH ST
    HUNTINGTON,WV25702     		  PC CHRISTMAS FOOD BASKETS 3,000
    CRIDLIN FOOD AND CLOTHING PANTRY
    520 11TH ST
    HUNTINGTON,WV25701     		  PC EMERGENCY 5 DAY FOOD ORDERS 5,000
    CAMMACK CHILDRENS CENTER
    64 6TH AVE W
    HUNTINGTON,WV25701     		  PC RECREATIONAL PROGRAM FOR RESIDENT YOUTH 2,000
    Total .................................bullet 3a 36,388
    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 19  
    4 Dividends and interest from securities....     14 21,839  
    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 1,121  
    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)..   22,979  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1322,979
    (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:  
    Part VI Line 7 -Original Return Overpayment: -500


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    STELLA FULLER SETTLEMENT INC
    EIN:
    55-6000847
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WARE & HALL TAX PREPARATION & BOOKKEEPING 1,219     1,219

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    STELLA FULLER SETTLEMENT INC
    EIN:
    55-6000847
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BLACKROCK INFLATION PROTECTED BOND INVESTOR CL A 18,481 15,087
    CATERPILLAR FINL SVCS 5,006 4,973
    DOW CHEMICAL CO. 15,000 15,007
    EMC CORP 9,370 8,852
    FORD MOTOR CR CO LLC 15,005 15,061
    FORD MOTOR CR CO LLC 10,005 9,808
    GENL ELECTRIC CAP CORP 15,005 15,648
    GENL ELECTRIC CAP CORP 15,006 15,799
    GENL ELECTRIC CAP CORP 15,006 15,755
    GENL ELECTRIC CAP CORP 15,007 14,690
    GENL ELECTRIC CAP CORP 15,008 16,292
    GOLDMAN SACHS GROUP, INC. 10,003 10,176
    GOLDMAN SACHS GROUP, INC. 10,005 10,440
    GOLDMAN SACHS GROUP, INC. 5,007 5,392
    JEFFERIES GROUP, INC. 9,996 10,401
    NATL RURAL UTILITIES 15,005 15,128
    NATL RURAL UTILITIES 10,006 9,889
    PROSPECT CAP CORP 5,000 4,992
    PROSPECT CAP CORP 10,000 9,966
    PROSPECT CAP CORP 10,005 9,958
    PRUDENTIAL 20,000 18,538
    WELLS FARGO & CO. 10,008 9,762
    WESTERN ASSET GLOBAL 9,811 7,900
    WESTERN UNION CO. 10,008 9,771

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    STELLA FULLER SETTLEMENT INC
    EIN:
    55-6000847
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERICAN ELECTRIC POWER COMPANY, INC. 11,752 11,654
    APPROACH RESOURCES, INC. 1,188 368
    CBL & ASSOC. PROPERTY, INC. 6,168 4,948
    EATON CORP PLC 5,503 5,204
    GLADSTONE COMMERCIAL CORP 5,352 4,377
    HANESBRANDS, INC. 5,908 5,886
    HARTFORD BALANCE INCOME CL A 23,316 23,383
    KAYNE ANDERSON MLP INVT COMPANY SER F MANDATORY REDEEMABLE PFD 3.5% 10,000 10,076
    KINDER MORGAN INC DE 11,442 4,476
    MARATHON OIL CORP 14,774 6,295
    MERIDIAN BIOSCIENCE, INC. 2,997 3,078
    OMEGA HEALTHCARE 35,798 33,231
    PHYSICIANS REALTY TR 5,099 5,058
    PPL CORP 9,608 10,239
    REGAL ENTERTAINMENT GRP CL A 18,102 15,096
    ROYCE VALUE TRUST, INC. 8,304 6,509
    TRANSAMERICA DYNAMIC INCOME CL A 23,337 19,201

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    STELLA FULLER SETTLEMENT INC
    EIN:
    55-6000847
    US Government Securities - End of Year Book Value:

    114,369
    US Government Securities - End of Year Fair Market Value:

    110,289
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2015 InvestmentsOtherSchedule2
    Name:
    STELLA FULLER SETTLEMENT INC
    EIN:
    55-6000847
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CITIBANK N.A.   10,888 10,888
    FIRST TRUST AUTO QUANT ANALYSIS 11 MO CA   19,273 17,988
    FIRST TRUST CAP STRNGTH BUY WRITE 17 SA CA   1,717 1,670
    FIRST TRUST DIV INCM 13 MO CA   8,009 7,046
    FIRST TRUST DIVIDEND INCOME 12 MO CA   4,961 4,627
    FIRST TRUST STRAT DIV PLUS 18 MO CA   6,859 5,713
    INCAPITAL PROS ENRGY & PWR INCM 1 MO CA   6,011 4,551

    TY 2015 OtherExpensesSchedule
    Name:
    STELLA FULLER SETTLEMENT INC
    EIN:
    55-6000847
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 622     622
    POSTAGE 134     134
    LICENSE 25     25


    TY 2015 TaxesSchedule
    Name:
    STELLA FULLER SETTLEMENT INC
    EIN:
    55-6000847
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 577     577