2025-01-16T16:24:26-06:00 2024-06-30 390758449 WIPFLI LLP 2725 ROCKY MOUNTAIN AVE STE 400 LOVELAND CO 80538 990 2023-07-01 753064424 CHF REVOLVING LOAN FUND CHFR 3038942503 3410 WILLIAMS DRIVE STE 420-140 MONTROSE CO 81401 FRANK KUGELER PRESIDENT 3038942503 2025-01-15 1 1 HOLLY SCHMIDT P01867045 3037590089 2025-01-15 2023 2024-10-15 13:58:12Z CATHERINE STROH 3410 WILLIAMS DRIVE STE 420-140 MONTROSE CO 81401 153178 0 X WWW.COHF.ORG X 2002 CO TO SUPPORT HISTORIC PRESERVATION PROJECTS THROUGH LOW-INTEREST LOANS. 6 6 0 10 0 0 0 0 52978 74270 45354 78096 11238 812 109570 153178 0 0 0 0 0 0 0 0 0 86148 96689 86148 96689 23422 56489 3019014 3073109 18235 15841 3000779 3057268 TO SUPPORT HISTORIC PRESERVATION PROJECTS TRHOUGH LOW-INTEREST LOANS. 0 0 73259 75082 THE CHF REVOLVING LOAN FUND IS A PERMANENT SOURCE OF CAPITAL FUNDS FOR HISTORIC PRESERVATION PROJECTS IN COLORADO. THE LOAN FUND IS MANAGED IN PARTNERSHIP WITH THE COLORADO HOUSING AND FINANCE AUTHORITY AND PROVIDES BELOW-MARKET FIXED-RATE LOANS TO SUPPLEMENT STATE HISTORICAL FUND GRANTS AND OTHER FUNDING SOURCES FOR PROJECTS FOLLOWING THE SECRETARY OF THE INTERIOR'S STANDARDS FOR THE TREATMENT OF HISTORIC PROPERTIES. THE LOAN PROGRAM OFFERS SECURED LOANS FOR TERMS UP TO FIVE YEARS WITH FLEXIBLE REPAYMENT SCHEDULES. INTEREST RATES, LOAN AMOUNTS, AND REPAYMENT TERMS ARE RECOMMENDED BY THE LOAN COMMITTEE WITH ADVICE FROM STAFF, CHFA, AND LEGAL COUNSEL, AND APPROVED BY THE BOARD. 73259 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CATHERINE STROH 3038942503 64669 RANGER ROAD MONTROSE CO 81403 X FRANK KUGELER PRESIDENT 2.00 X X 0 0 0 BRUCE O'DONNELL TREASURER 1.00 X X 0 0 0 DOMINICK SEKICH SECRETARY 1.00 X X 0 0 0 JIM HARTMAN DIRECTOR 1.00 X 0 0 0 ERIC RYMARZ DIRECTOR 1.00 X 0 0 0 JAXON MEARDON DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 LOAN INTEREST 531390 54712 54712 LOAN COMMITMENT FEES 531390 19558 19558 74270 78096 78096 OTHER INCOME 900099 812 812 812 153178 75082 0 78096 50362 50362 212 212 10923 10923 274 274 614 614 972 972 607 607 730 730 8657 8657 LOAN FEES 18338 18338 BANK FEES AND CHARGES 3850 3850 DUES 645 645 PROFESSIONAL DEVELOPMEN 505 505 96689 73259 23430 0 10000 10000 1557095 1636972 1451919 1426137 3019014 3073109 18235 15841 18235 15841 X 3000779 3057268 3000779 3057268 3019014 3073109 56489 0 X X 0 1 X 1 0 X 205000 100000 305000 34107 48336 35150 52978 74270 244841 34107 253336 135150 52978 74270 549841 0 0 0 549841 14041 416 1208 45354 78096 139115 14041 416 1208 45354 78096 139115 11238 812 12050 48148 253752 136358 109570 153178 701006 0.78440 0.87600 0.19850 0.10570 X 0 X 165939 12761 12761 153178 0 153178 109450 12761 12761 96689 0 96689 PART X, LINE 2: THE ORGANIZATION APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFTER EVALUATING THE TAX POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED AS OF JUNE 30, 2024 AND 2023. FORM 990, PART VI, SECTION B, LINE 11B A COPY (PDF FORMAT) OF THE FINAL DRAFT OF THE 990 WAS SENT OUT VIA E-MAIL TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT. BOARD MEMBERS WERE GIVEN TEN DAYS FOR THEIR REVIEW AND COMMENT, WITH CHANGES BEING MADE TO THE DRAFT IF THEY WERE CONSIDERED TO BE MATERIAL IN NATURE OR IF REQUIRED TO CORRECT FACTUAL ERRORS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY WAS ADOPTED IN 2012 BY THE CHF REVOLVING LOAN FUND (CHFRLF). THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THIS POLICY BY HAVING ALL BOARD MEMBERS SIGN THE DISCLOSURE FORM EACH YEAR, AFTER WHICH THE BOARD MEMBERS CONTINUE TO DISCLOSE CONFLICTS AS THEY ARISE. SINCE THE CHFRLF GIVES OUT VERY FEW LOANS, IT REMINDS ALL BOARD AND COMMITTEE MEMBERS OF THE POLICY EACH TIME A NEW LOAN IS CONSIDERED AND REQUIRES ADDITIONAL DISCLOSURES AS WARRANTED. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS CITED IN THE QUESTION ARE ALL AVAILABLE TO THE PUBLIC UPON REQUEST. THE LOAN FUND OFFERS THEM WHENEVER REQUESTED, WITH NO QUESTIONS ASKED AS TO WHY THEY ARE BEING REQUESTED, AND DOES SO BY EITHER HARD COPY, COPY SENT BY STANDARD MAIL OR BY PDF COPY DELIVERED VIA E-MAIL, WITH FORM OF DELIVERY SELECTED BY THE PERSON REQUESTING THE COPIES. FORM 990, PART XII, LINE 2C: THE FINANCIAL STATEMENT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. COLORADO HISTORICAL FOUNDATION PO BOX 363 GOLDEN CO 80402 846043555 HISTORICAL PRESERVATION CO 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 COLORADO HISTORICAL FOUNDATION P 56957 CONTRACT