TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
CHARLES H FEOPPEL EDUCATIONAL LOAN TRUST

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA5W86
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216

A Employer identification number

55-6107185

B Telephone number (see instructions)

(614) 331-9046

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$5,016,135J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	49
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	123,874		123,685
5a	Gross rents............	86,201		86,201
b	Net rental income or (loss) 86,201
6a	Net gain or (loss) from sale of assets not on line 10		389,014
b	Gross sales price for all assets on line 6a 1,127,729
7	Capital gain net income (from Part IV, line 2)...			389,014
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).......	List of Attached Documents: // Content	29	29
12	Total. Add lines 1 through 11........	599,167		598,929
13	Compensation of officers, directors, trustees, etc.	54,095		10,819		43,276
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).......	List of Attached Documents: // Content	1,250	0	0	1,250
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	3,547	993		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).......	List of Attached Documents: // Content	2,744			2,744
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	61,636		11,812	0	47,270
25	Contributions, gifts, grants paid.......	180,120				180,120
26	Total expenses and disbursements. Add lines 24 and 25	241,756		11,812	0	227,390
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	357,411
b	Net investment income (if negative, enter -0-)			587,117
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	192,353	202,650	202,650
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	2,553,452	List of Attached Documents: // Content 3,000,751	4,560,778
	c	Investments—corporate bonds (attach schedule).......	355,949	List of Attached Documents: // Content 254,223	246,016
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	2,868	List of Attached Documents: // Content 2,868	6,691
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,104,622	3,460,492	5,016,135
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	3,104,622	3,460,492
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	3,104,622	3,460,492
	30	Total liabilities and net assets/fund balances (see instructions).	3,104,622	3,460,492

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

3,104,622

Enter amount from Part I, line 27a .....................

357,411

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

3,122

Add lines 1, 2, and 3 ..........................

3,465,155

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

4,663

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

3,460,492

Form 990-PF (2024)

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	1493.69 TOUCHSTONE FDS GROUP TR		2020-07-13	2024-01-12
b	.25 GE VERNOVA INC.		2023-07-10	2024-04-16
c	9. SYNOPSYS INC W/1 RT/SH		2023-07-10	2024-04-29
d	42. NVIDIA CORP		2020-03-18	2024-05-06
e	50000. COSTCO WHOLESALE CORP NEW		2017-08-30	2024-05-18
	2765.33806 FEDERATED TOTAL RETURN SERS INC		2022-01-14	2024-05-23
	4337.26194 FEDERATED TOTAL RETURN SERS INC		2022-01-14	2024-05-23
	90. NVIDIA CORP		2020-03-18	2024-05-23
	20. NVIDIA CORP		2020-03-18	2024-06-05
	.09 EXXON MOBIL CORP COM		2023-01-27	2024-06-06
	4. ANTHEM INC		2023-01-27	2024-07-29
	2. BOOKING HLDGS INC		2023-01-27	2024-07-29
	85. CHEVRONTEXACO CORP		2019-08-29	2024-07-29
	51. COMCAST CORP NEW		2023-07-10	2024-07-29
	34. DIAGEO PLC SPONSORED ADR		2023-01-27	2024-07-29
	25. DOLLAR GEN CORP NEW		2023-01-27	2024-07-29
	411. EDWARDS LIFESCIENCES CORP		2017-10-11	2024-07-29
	783.59 FIRST EAGLE FDS		2023-01-27	2024-07-29
	657. FREEPORT MCMORAN COPPER & GOLD		2021-03-12	2024-07-29
	32. GE VERNOVA INC.		2023-07-10	2024-07-29
	288. ISHARES S & P SMALLCAP 600		2018-03-15	2024-07-29
	160. M & T BANK CORP		2020-07-13	2024-07-29
	108. MCCORMICK & CO INC COM NON VTG		2023-01-27	2024-07-29
	9. NORTHROP GRUMMAN CORP W/1 RT/SH		2023-01-27	2024-07-29
	448. NVIDIA CORP		2020-03-18	2024-07-29
	30. SALESFORCE.COM INC		2023-07-10	2024-07-29
	35. STARBUCKS CORP		2023-07-10	2024-07-29
	229. SYSCO CORP		2020-07-13	2024-07-29
	562.28 TOUCHSTONE FDS GROUP TR		2020-07-13	2024-07-29
	33. VERTEX PHARMACEUTICAL INC		2023-07-10	2024-07-29
	3162.3 WASATCH FDS TR		2023-01-27	2024-07-29
	1150. CHIPOTLE MEXICAN GRILL INC CLASS A		2021-03-12	2024-08-14
	36. MCDONALDS CORP		2023-01-27	2024-08-14
	87. TESLA INC		2021-03-12	2024-08-14
	50000. BANK NEW YORK INC MEDIUM TERM SR NTS		2017-04-20	2024-09-11
	809. AES CORP		2024-07-29	2024-11-25
	67. ADOBE SYS INC W/1 RT/SH		2023-07-10	2024-11-25
	35. CONSTELLATION BRANDS INC CL A		2023-01-27	2024-11-25
	9025.51 FEDERATED HERMES INSTL TR		2014-11-19	2024-11-25
	39. ELI LILLY & CO		2020-03-18	2024-11-25
	1070.6 MFS SER TR XIII		2024-07-29	2024-11-25
	3940.33 MFS SER TR XIII		2020-07-13	2024-11-25
	319. NVIDIA CORP		2020-03-18	2024-11-25
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	76,074	54,356	21,718
b	34	23	11
c	4,915	4,007	908
d	38,312	1,971	36,341
e	50,000	50,598	-598
	25,662	29,888	-4,226
	40,250	44,912	-4,662
	93,637	4,223	89,414
	24,339	938	23,401
	10	9	1
	2,123	1,970	153
	7,509	4,900	2,609
	13,276	9,740	3,536
	2,061	2,146	-85
	4,479	5,865	-1,386
	2,931	5,934	-3,003
	26,114	15,081	11,033
	20,898	19,355	1,543
	29,144	24,579	4,565
	5,457	2,935	2,522
	33,580	22,761	10,819
	27,617	16,453	11,164
	8,229	8,051	178
	4,304	3,920	384
	50,152	2,102	48,050
	7,795	6,359	1,436
	2,631	3,481	-850
	16,774	12,254	4,520
	31,774	20,461	11,313
	16,431	11,415	5,016
	52,336	50,154	2,182
	59,315	33,436	25,879
	9,698	9,829	-131
	17,861	19,977	-2,116
	50,000	51,128	-1,128
	10,623	14,319	-3,696
	34,438	33,115	1,323
	8,548	7,989	559
	80,778	87,412	-6,634
	29,078	5,357	23,721
	19,014	18,243	771
	69,980	60,484	9,496
	43,635	1,497	42,138
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163
			16,163

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			21,718
b			11
c			908
d			36,341
e			-598
			-4,226
			-4,662
			89,414
			23,401
			1
			153
			2,609
			3,536
			-85
			-1,386
			-3,003
			11,033
			1,543
			4,565
			2,522
			10,819
			11,164
			178
			384
			48,050
			1,436
			-850
			4,520
			11,313
			5,016
			2,182
			25,879
			-131
			-2,116
			-1,128
			-3,696
			1,323
			559
			-6,634
			23,721
			771
			9,496
			42,138

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	389,014
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 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	8,161
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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	8,161
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	8,161
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	1,877
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	1,877
8	Enter any penalty for underpayment of estimated tax. Check here 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.......		9	6,284
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

Yes

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 XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

HUNTINGTON NATIONAL BANK Telephone no. right arrow

(614) 331-9046

Located at right arrow

PO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4 right arrow

43216

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2024, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2024)

Page 5

Part VI-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

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? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(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)? ......................

1a(5)

(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.) ...............

1a(6)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2024? .............

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)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 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 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

Yes

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

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-)
SALLY CAN	OFFICER 1	0
PO BOX 1558 DEPT EA5W86 COLUMBUS,OH43216	OFFICER 1	0
MARJORIE GREER	OFFICER 1	0
PO BOX 1558 DEPT EA5W86 COLUMBUS,OH43216	OFFICER 1	0
WENDY IMPERIAL	OFFICER 1	0
PO BOX 1558 DEPT EA5W86 COLUMBUS,OH43216	OFFICER 1	0
HUNTINGTON NATIONAL BANK	TRUSTEE 1	54,095
PO BOX 1558 DEPT EA5W86 COLUMBUS,OH43216	TRUSTEE 1	54,095

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...................				0

Form 990-PF (2024)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

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............. right arrow

Part VIII-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 VIII-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......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

4,634,176

Average of monthly cash balances.......................

190,455

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

4,824,631

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,824,631

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

72,369

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

4,752,262

Minimum investment return. Enter 5% (0.05) of line 5................

237,613

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

237,613

Tax on investment income for 2024 from Part V, line 5 .......

8,161

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

8,161

Distributable amount before adjustments. Subtract line 2c from line 1............

229,452

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

229,452

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

229,452

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

227,390

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

227,390

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7					229,452
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				1,384
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	0
b From 2020......	0
c From 2021......	0
d From 2022......	0
e From 2023......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 227,390
a Applied to 2023, but not more than line 2a				1,384
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 2024 distributable amount.....					226,006
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		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 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					3,446
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
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	0

Form 990-PF (2024)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-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 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, 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 IX, 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 XIV

Supplementary Information (Complete this part only if the foundation 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 right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

BRENDA WESTVELD HUNTINGTON BANK
101 E MAIN STREET MI196
ZEELAND,MI49464
(616) 748-4236

bThe form in which applications should be submitted and information and materials they should include:

CONTACT BRENDA WESTVELD

cAny submission deadlines:

APPLICATION DEADLINE IS APRIL 15TH ANNUALLY

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

CONTACT BRENDA WESTVELD

Form 990-PF (2024)

Page 11

Part XIV

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
OHIO UNIVERSITY 1 OHIO UNIVERSITY ATHENS,OH45701	NONE	I	SCHOLARSHIPS	3,160
TARLETON STATE UNIVERSITY 201 ST FELIX STREET STEPHENVILLE,TX764020000	NONE	I	SCHOLARSHIPS	3,160
UNIVERSITY OF PITTSBURGH 116 ATWOOD STREET SUITE 201 PITTSBURGH,PA152133402	NONE	I	SCHOLARSHIPS	3,160
PENNSYLVANIA WESTERN UNIVERSITY 250 UNIVERSITY AVENUE CALIFORNIA,PA15419	NONE	I	SCHOLARSHIPS	3,160
MARIETTA COLLEGE 215 5TH ST MARIETTA,OH457503029	NONE	I	SCHOLARSHIPS	3,160
INTERNATIONAL SPACE UNIVERSITY 45 KLEBART AVE WEBSTER,MA01570	NONE	I	SCHOLARSHIPS	3,160
BETHANY COLLEGE 31 E CAMPUS DR BETHANY,WV260323002	NONE	I	SCHOLARSHIPS	3,160
UNIVERSITY OF CHARLESTON 2300 MACCORKLE AVE SE CHARLESTON,WV253041045	NONE	I	SCHOLARSHIPS	3,160
WEST VIRGINIA WESLEYAN COLLEGE 59 COLLEGE AVE BUCKHANNON,WV262012600	NONE	I	SCHOLARSHIPS	25,280
FAIRMONT STATE UNIVERSITY 1201 LOCUST AVE FAIRMONT,WV26551	NONE	I	SCHOLARSHIPS	31,600
COASTAL CAROLINA UNIVERSITY 100 CHANTICLEER DRIVE E CONWAY,SC29528	NONE	I	SCHOLARSHIPS	3,160
GLENVILLE STATE COLLEGE 200 HIGH ST GLENVILLE,WV26351	NONE	I	SCHOLARSHIPS	3,160
DAVIS AND ELKINS COLLEGE PO BOX 1558 COLUMBUS,OH43216	NONE	I	SCHOLARSHIPS	6,320
UNIVERSITY OF KENTUCKY C/O HUNTINGTON BANK PO BOX 1558 E COLUMBUS,OH43216	NONE	I	SCHOLARSHIPS	3,160
WEST LIBERTY UNIVERSITY C/O HUNTINGTON BANK PO BOX 1558 E COLUMBUS,OH43216	NONE	I	SCHOLARSHIPS	6,320
WEST VIRGINIA UNIVERSITY C/O HUNTINGTON BANK PO BOX 1558 E COLUMBUS,OH43216	NONE	I	SCHOLARSHIPS	66,360
PIERPONT COMMUNITY & TECHNICAL COLLEGE 500 GALLIHER DR FAIRMONT,WV26554	NONE	I	SCHOLARSHIPS	6,320
SALEM UNIVERSITY 223 W MAIN ST SALEM,WV26426	NONE	I	SCHOLARSHIPS	3,160
Total ................................. 3a				180,120

bApproved for future payment

Total ................................. 3b

Form 990-PF (2024)

Page 12

Part XV-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	(e) Related or exempt function income (See instructions.)
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 ...........
4 Dividends and interest from securities ....			14	123,874
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....			16	86,201
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	389,014
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER INCOME			1	29
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				599,118

13Total. Add line 12, columns (b), (d), and (e)..................

599,118

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-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 (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

CHARLES H FEOPPEL EDUCATIONAL LOAN TRUST

EIN:

55-6107185

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	1,250			1,250

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

CHARLES H FEOPPEL EDUCATIONAL LOAN TRUST

EIN:

55-6107185

Name of Bond	End of Year Book Value	End of Year Fair Market Value
06406HCX5 BANK NEW YORK INC ME
260003AM0 DOVER CORP	49,930	49,329
22160KAL9 COSTCO WHOLESALE COR
91324PCV2 UNITEDHEALTH GROUP I	51,442	49,246
459200JR3 INTERNATIONAL BUSINE	50,970	48,687
46625HRS1 JPMORGAN CHASE & CO	50,128	49,049
740189AM7 PRECISION CASTPARTS	51,753	49,705

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

CHARLES H FEOPPEL EDUCATIONAL LOAN TRUST

EIN:

55-6107185

Name of Stock	End of Year Book Value	End of Year Fair Market Value
91913Y100 VALERO ENERGY CORP N	24,567	46,707
552982720 MFS SER TR XIII
09247X101 BLACKROCK INC
166764100 CHEVRON CORP NEW
22160K105 COSTCO WHOLESALE COR	13,198	48,562
437076102 HOME DEPOT INC	11,231	24,506
594918104 MICROSOFT CORP	45,750	165,650
H1467J104 CHUBB LTD	16,963	46,418
592905749 METROPOLITAN WEST FD	118,496	110,675
89155T649 TOUCHSTONE FDS GROUP	39,621	60,373
032654105 ANALOG DEVICES INC	16,054	64,800
337738108 FISERV INC	22,282	47,452
46625H100 JPMORGAN CHASE & CO	22,969	96,603
742718109 PROCTER & GAMBLE CO	28,812	42,080
007903107 ADVANCED MICRO DEVIC	14,673	32,009
452308109 ILLINOIS TOOL WKS IN	8,639	42,598
55261F104 M & T BK CORP	12,938	10,905
67066G104 NVIDIA CORP	17,671	434,160
91324P102 UNITEDHEALTH GROUP I	34,535	57,668
464287804 ISHARES TR	28,530	41,594
14040H105 CAPITAL ONE FINL COR	13,642	30,493
512807108 LAM RESH CORP
532457108 LILLY ELI & CO	11,400	64,076
65339F101 NEXTERA ENERGY INC	8,825	26,239
701094104 PARKER-HANNIFIN CORP	17,043	60,423
G1151C101 ACCENTURE PLC-CL A	33,163	53,472
543916688 LORD ABBETT INVT TR	230,705	211,024
02079K305 ALPHABET INC	33,356	113,580
28176E108 EDWARDS LIFESCIENCES
478160104 JOHNSON & JOHNSON	25,928	33,118
31420B847 FEDERATED HERMES INS
023135106 AMAZON COM INC	45,474	118,471
025816109 AMERICAN EXPRESS CO	16,664	67,965
773903109 ROCKWELL AUTOMATION	21,386	18,291
882508104 TEXAS INSTRS INC	25,445	45,752
037833100 APPLE INC	36,898	193,324
713448108 PEPSICO INC	17,651	19,616
92826C839 VISA INC	54,323	88,807
46120E602 INTUITIVE SURGICAL I	21,584	57,938
871829107 SYSCO CORP
169656105 CHIPOTLE MEXICAN GRI
40168W483 GUGGENHEIM FDS TR	221,614	217,961
88160R101 TESLA INC
35671D857 FREEPORT-MCMORAN INC
31428Q739 FEDERATED TOTAL RETU	211,234	201,884
922031737 VANGUARD FIXED INCOM	50,000	40,533
05528X851 BBH FD INC	50,000	50,730
00724F101 ADOBE SYS INC
025537101 AMERICAN ELEC PWR CO	8,005	7,932
036752103 ANTHEM INC
049560105 ATMOS ENERGY CORP	5,993	7,103
09857L108 BOOKING HLDGS INC
101137107 BOSTON SCIENTIFIC CO	20,891	35,549
20030N101 COMCAST CORP NEW
21036P108 CONSTELLATION BRANDS
25243Q205 DIAGEO PLC
256677105 DOLLAR GEN CORP NEW
26875P101 EOG RES INC	3,929	3,555
291011104 EMERSON ELEC CO	3,949	5,453
30231G102 EXXON MOBIL CORP	9,865	9,896
30303M102 FACEBOOK INC CL-A	23,089	46,255
32008F200 FIRST EAGLE FDS	236,988	234,781
369604301 GENERAL ELEC CO	11,321	21,516
539830109 LOCKHEED MARTIN CORP	4,136	4,373
543487136 LOOMIS SAYLES FDS II	352,436	347,691
579780206 MCCORMICK & CO INC
580135101 MCDONALDS CORP
64110L106 NETFLIX INC	16,298	32,979
666807102 NORTHROP GRUMMAN COR
723787107 PIONEER NAT RES CO
79466L302 SALESFORCE.COM INC	12,545	12,370
81762P102 SERVICENOW INC	4,179	9,541
855244109 STARBUCKS CORP
871607107 SYNOPSYS INC
872590104 T-MOBILE US INC	6,439	10,154
92532F100 VERTEX PHARMACEUTICA
931142103 WAL MART STORES INC	4,034	7,589
936793744 WASATCH FDS TR
04314H568 ARTISAN PARTNERS FDS	84,659	84,105
09290D101 BLACKROCK INC	11,926	38,954
191912401 COHEN & STEERS REAL	94,349	86,071
230001752 CULLEN EMERGING MARK	151,168	147,421
253868103 DIGITAL RLTY TR INC	12,839	11,881
262028731 DRIEHAUS SMALL CAP G	42,516	45,080
285512109 ELECTRONIC ARTS INC	28,661	28,675
458140100 INTEL CORP	13,221	10,426
512807306 LAM RESEARCH CORP	19,300	40,449
67103H107 O'REILLY AUTOMOTIVE	10,083	10,672
68389X105 ORACLE CORP	9,747	11,998
747525103 QUALCOMM INC	14,959	13,519
75513E101 RTX CORP	14,397	14,234
902973304 US BANCORP DEL	12,976	11,623
92343V104 VERIZON COMMUNICATIO	23,937	23,514
92646A831 VICTORY PORTFOLIOS	108,652	98,962

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

CHARLES H FEOPPEL EDUCATIONAL LOAN TRUST

EIN:

55-6107185

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
OG8001645 52.38 AC O&G SIMPSON	AT COST	932	1,300
OG8001637 66 AC O&G SIMPSON DI	AT COST	453	833
OG8001017 125.02/205 INT COAL;	AT COST	200	333
OG8001629 77 AC O&G SIMPSON DI	AT COST	789	3,342
OG8001652 1/8 INT 160 AC OIL &	AT COST	294	550
OG8001009 125.5/205 INT COAL;	AT COST	200	333

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

CHARLES H FEOPPEL EDUCATIONAL LOAN TRUST

EIN:

55-6107185

Description	Amount
ROC ON CY SALES	4,663

- TIN:

TY 2024 OtherExpensesSchedule

Name:

CHARLES H FEOPPEL EDUCATIONAL LOAN TRUST

EIN:

55-6107185

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE	2,744	0		2,744

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

CHARLES H FEOPPEL EDUCATIONAL LOAN TRUST

EIN:

55-6107185

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INCOME	29	29

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

CHARLES H FEOPPEL EDUCATIONAL LOAN TRUST

EIN:

55-6107185

Description	Amount
MUTUAL FUND TIMING ADJ	3,122

- TIN:

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

TY 2024 OtherNotesLoansRcvblLongSch

Name:

CHARLES H FEOPPEL EDUCATIONAL LOAN TRUST

EIN:

55-6107185

Borrower's Name	Relationship to Insider	Original Amount of Loan	Balance Due	Date of Note	Maturity Date	Repayment Terms	Interest Rate	Security Provided by Borrower	Purpose of Loan	Description of Lender Consideration	Consideration FMV
STUDENT LOANS - DETAILS AVAILABLE U	NONE					N/A	0 %	STUDENT LOANS	TO PROVIDE STUDNET LOANS	N/A

- TIN:

TY 2024 TaxesSchedule

Name:

CHARLES H FEOPPEL EDUCATIONAL LOAN TRUST

EIN:

55-6107185

Category	Amount	Net Investment Income
FOREIGN TAXES	390	390
REAL ESTATE TAX ON NON-RENTAL	143	143
FEDERAL TAX PAYMENT - PRIOR YE	677	0
FEDERAL ESTIMATES - PRINCIPAL	1,877	0
FOREIGN TAXES ON NONQUALIFIED	460	460