2026-03-31T16:08:02-04:00 2025-06-30 203746583 TAYLOR ROTH AND COMPANY 1580 LINCOLN ST STE 520 DENVER CO 802031517 990 2024-07-01 846043555 COLORADO HISTORICAL FOUNDATION COLO 3038942503 PO BOX 363 GOLDEN CO 80402 FABBY HILLYARD TRUSTEE/BOARD CHAIR 3038942503 2026-03-31 true true KEN ROTH P01389203 3038308109 2026-03-31 2024 2025-03-06 01:10:19Z X CATHERINE STROH PO BOX 363 GOLDEN CO 80402 907718 false X WWW.COHF.ORG X 1965 CO TO MOBILIZE RESOURCES TO SUPPORT AND INSPIRE COLORADO'S PEOPLE IN THEIR PRESESRVATION OF MEANINGFUL PLACES, HERITAGE, AND HISTORY. 14 14 3 20 0 301099 239218 236599 461488 292710 207012 56957 0 887365 907718 0 0 234337 260693 0 10170 1441274 3553456 1675611 3814149 -788246 -2906431 14693493 11081533 5674394 4529173 9019099 6552360 TO MOBILIZE RESOURCES TO SUPPORT AND INSPIRE COLORADO'S PEOPLE IN THEIR PRESESRVATION OF MEANINGFUL PLACES, HERITAGE, AND HISTORY. false false 2985775 73382 FUNDS STEWARDSHIP: THE COLORADO HISTORICAL FOUNDATION MANAGES ENDOWMENTS, RESTRICTED AND CUSTODIAL FUNDS TO BENEFIT ORGANZATIONS AND PROJECTS WHICH FURTHER THE FOUNDATION'S MISSION. 602267 327206 EASEMENTS AND PRESERVATION: THE ORGANIZATION ACCEPTS AND MONITORS CONSERVATION EASEMENTS TO ENSURE THE DEFINING CHARACTERISTICS OF HISTORIC STRUCTURES AND HISTORICALLY IMPORTANT LAND AREAS ARE PRESERVED AND PROTECTED. ADDITIONAL PRESERVATION SERVICES INCLUDE CONSULTATION, GRANT ADMINISTRATION AND PROJECT MANAGEMENT IN PARTNERSHIP WITH ENTITIES CARRYING OUT HISTORIC PRESERVATION AND RELATED RESEARCH PROJECTS. 49589 60900 THE FOUNDATION PROVIDES SUPPORT TO THE CHF REVOLVING LOAN FUND, WHICH FINANCES HISTORIC PROPERTY REDEVELOPMENT IN LINE WITH THE "SECRETARY OF THE INTERIOR'S STANDARDS FOR THE TREATMENT OF HISTORIC PROPERTIES". 3637631 true true false true false false true false true true true false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false true true true false false true 3 0 false 3 true false false false false false false true 1 false false false false false X 14 14 false false false false false false false true true false false true true true true true true false false false X CATHERINE STROH 3038942503 PO BOX 363 GOLDEN CO 80402 CATHERINE STROH PRESIDENT/CE 40.00 X 125976 0 0 FABBY HILLYARD TRUSTEE/BOAR 3.00 X X 0 0 0 DOMINICK SEKICH BOARD CHAIR/ 3.00 X X 0 0 0 RYAN WILCOX TRUSTEE/VICE 3.00 X X 0 0 0 KAT VLAHOS VICE CHAIR/T 2.00 X X 0 0 0 NATE BOYLESS TREASURER 2.00 X X 0 0 0 YVONNE GARCIA BARDWELL SECRETARY 2.00 X X 0 0 0 DANNY CRAFT TRUSTEE 1.00 X 0 0 0 MATT GOEBEL TRUSTEE 1.00 X 0 0 0 NATHAN GULASH TRUSTEE 1.00 X 0 0 0 DR ANDREW GULLIFORD TRUSTEE 1.00 X 0 0 0 LIZ HALLAS TRUSTEE 1.00 X 0 0 0 CARL HUTCHINS TRUSTEE 1.00 X 0 0 0 SHIRLEY POWELL TRUSTEE 1.00 X 0 0 0 THOMAS RODRIGUEZ TRUSTEE 1.00 X 0 0 0 JOSEPH HALPERN TRUSTEE X 0 0 0 125976 1 false false false 147127 92091 239218 PROGRAM REIMBURSEMENTS 531390 271209 271209 MANAGEMENT AND ADMIN FEES 531390 73382 73382 COST REIMB. FROM RELATED ORG 531390 60900 60900 STEWARDSHIP FEES 531390 30500 30500 SERVICE FEES 531390 25497 25497 461488 207012 207012 907718 668500 130780 104454 23710 2616 110619 88343 20064 2212 19294 16031 2877 386 9651 4500 5151 41652 41652 56097 56097 120973 117036 3937 784 652 116 16 21966 15308 6299 359 3446 2594 783 69 3602 2993 537 72 23383 20523 2392 468 1169 982 152 35 7703 1185 6518 FUNDS DISBURSEMENT - HC 2360886 2360886 HISTORY COLORADO REIMB. 610237 610237 BENT COUNTY REIMBURSEMENT 291907 291907 3814149 3637631 166348 10170 250678 546285 8315574 3934363 149527 195683 787 760 8055 1316 2475 6739 5974452 6397703 14693493 11081533 79121 513576 5595273 4015597 5674394 4529173 X 2859273 2941679 6159826 3610681 9019099 6552360 14693493 11081533 -2906431 439692 X false true X true false X 823229 288185 1338567 301099 239218 2990298 823229 288185 1338567 301099 239218 2990298 2990298 90165 105665 180832 292710 669372 3659670 1225545 0.81710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2476 2476 3811673 3814149 340707 85177 340707 340707 511061 2476 2476 85177 85177 127766 SCHEDULE C, PART II-A THE ORGANIZATION FIRST FILED FOR THE 501(H) ELECTION IN JANUARY OF 2025, DURING THE CURRENT TAX YEAR. X X 121 429.00 87 27 3 1 true 1491.00 120000 true true 5595275 10034130 11613808 4015597 true X 6250488 86500 587794 -708870 -53909 6162002 5994368 112270 744108 -477607 -122651 6250488 5447804 389086 511469 -241822 -112169 5994368 6232014 159624 -569831 -250602 -123401 5447804 4996725 175837 1324362 -150964 -113946 6232014 0.43510 0.56490 false false 8055 1316 6739 6739 SCHEDULE D, PAGE 1, PART II, LINE 5 THE ORGANIZATION MONITORS EASEMENT COMPLIANCE ON AN ONGOING BASIS, USING PAID STAFF, AND INFORMS THE OWNER OF ANY DEFICIENCIES. ANY VIOLATIONS ARE ENFORCED USING LEGAL SERVICES, IF NECESSARY. SCHEDULE D, PAGE 1, PART II, LINE 9 PRESERVATION EASEMENTS ARE INTANGIBLE ASSETS COMPRISED OF LISTED RIGHTS AND/OR RESTRICTIONS OVER THE OWNED PROPERTY AS A HISTORIC STRUCTURE AND ARCHAEOLOGICAL SITES, AS DEFINED IN FEDERAL REGULATIONS. PRESERVATION EASEMENTS ARE GRANTED IN PERPETUITY AND STAY WITH THE PROPERTY EVEN IF IT IS SOLD. THE FOUNDATION ACTS AS A STEWARD OF THE RIGHTS, ENSURING THAT THE PROPERTY OWNERS OR SUBSEQUENT PROPERTY OWNERS HONOR THE EASEMENT. NO VALUE HAS BEEN ASSIGNED TO THE EASEMENTS DUE TO THE LACK OF FORESEEABLE FUTURE CASH FLOW BENEFITS AND ABSENCE OF A SECONDARY EASEMENT MARKET. SCHEDULE D, PAGE 2, PART IV, LINE 1B THE COLORADO HISTORICAL FOUNDATION ACTS AS A FISCAL AGENT FOR THE GEORGETOWN LOOP RAILROAD. SCHEDULE D, PAGE 2, PART IV, LINE 2B THE COLORADO HISTORICAL FOUNDATION HOLDS THE BALANCE REMAINING IN THE GEORGETOWN LOOP RAILROAD ACCOUNT IN ESCROW FOR HISTORY COLORADO. SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION HAS FIVE BOARD-DESIGNATED ENDOWMENTS: IN 1984, THE FOUNDATION'S BOARD OF TRUSTEES ESTABLISHED THE PRESERVATION EASEMENTS ENDOWMENT TO SUPPORT THE FOUNDATION'S CONSERVATION EASEMENT PROGRAM PRESERVING HISTORIC PROPERTIES. EASEMENT GRANTORS ARE REQUESTED TO CONTRIBUTE TO THE ENDOWMENT TO SUPPORT ONGOING INSPECTION, DEFENSE, AND OTHER COSTS ASSOCIATED WITH EASEMENTS. IN 1995, USING UNRESTRICTED FUNDS, THE FOUNDATION'S BOARD OF TRUSTEES ESTABLISHED THE COLORADO HISTORICAL SOCIETY ENDOWMENT TO BENEFIT HISTORY COLORADO'S PROGRAMS AND OPERATIONS. AS OF JUNE OF EACH YEAR, AN AMOUNT BETWEEN FOUR AND SIX PERCENT OF THE AVERAGE MARKET VALUE DETERMINED BY THE FOUNDATION SHALL BE MADE AVAILABLE BY THE FOUNDATION TO BE USED BY HISTORY COLORADO IN ITS DISCRETION. THE COLORADO HISTORICAL FOUNDATION ENDOWMENT WAS ESTABLISHED IN MAY 2020 BY THE FOUNDATION'S BOARD OF TRUSTEES FOR THE EXCLUSIVE BENEFIT OF THE FOUNDATION. THE DENVER WOMEN'S CLUB ENDOWMENT IS A PRODUCT OF THE 1995 DISSOLUTION OF THE DENVER WOMEN'S CLUB, RESULTING IN A GIFT TO THE FOUNDATION VALUED AT 50,000. FUNDS ABOVE THE CORPUS ARE MADE AVAILABLE TO HISTORY COLORADO TO SUPPORT ITS DENVER WOMEN'S CLUB INTERNSHIP PROGRAM. THE BARBARA SUDLER AWARD ENDOWMENT IS A RESULT OF A 1990 DECISION TO ESTABLISH A BIANNUAL AWARD IN HONOR OF FORMER FOUNDATION PRESIDENT BARBARA SUDLER. EVERY TWO YEARS, HISTORY COLORADO SOLICITS SUBMITTALS FROM FEMALE AUTHORS WRITING ABOUT WESTERN HISTORY. SUBMITTALS ARE REVIEWED BY A COMMITTEE SELECTED BY HISTORY COLORADO. AS PART OF AWARDEE RECOGNITION EACH WINNER RECEIVES A CASH AWARD FROM THE FOUNDATION. THE FOUNDATION ALSO HOLDS NINE DONOR-RESTRICTED ENDOWMENTS: IN 1989, HISTORY COLORADO ESTABLISHED THE BYERS-EVANS HOUSE PROJECT TRUST (TRUST) THROUGH CONVEYANCE OF 250,000 TO THE FOUNDATION. ALL THE INCOME AND THE ENTIRE PRINCIPAL OF THE TRUST MAY BE USED IN THE DISCRETION OF THE FOUNDATION TO PRESERVE, PROTECT, ENHANCE, AND PERPETUATE THE BYERS-EVANS HOUSE PROJECT. DISBURSEMENTS MAY BE MADE BASED ON REQUESTS FROM HISTORY COLORADO SUBJECT TO APPROVAL BY THE FOUNDATION. ANY UNDISTRIBUTED INCOME HELD IN THE TRUST MAY BE PERIODICALLY TRANSFERRED TO PRINCIPAL FOR INVESTMENT. IF, FOR ANY REASON, THE BYERS-EVANS HOUSE PROJECT EVER CEASES TO EXIST OR IS NO LONGER OWNED BY HISTORY COLORADO, ALL THE ASSETS HELD IN THE TRUST SHALL REVERT TO HISTORY COLORADO. IN 2015, JEAN JACKSON EMERY GIFTED PROCEEDS OF 590,747 TO THE FOUNDATION TO ESTABLISH THE JOHN W. EMERY FAMILY ENDOWMENT FOR THE PURPOSE OF SUPPORTING HISTORY COLORADO'S ENDEAVORS FOR COLLECTING, INTERPRETING, AND PROGRAMMING COLORADO HISTORY POST-WORLD WAR II. AS OF JUNE 30, EACH YEAR, AN AMOUNT BETWEEN FOUR AND SIX PERCENT OF THE ENDOWMENT'S THREE-YEAR ROLLING AVERAGE MARKET VALUE DETERMINED BY THE FOUNDATION SHALL BE MADE AVAILABLE BY THE FOUNDATION TO BE USED BY HISTORY COLORADO IN ITS DISCRETION FOR THE ABOVE STATE PURPOSE. IN 2017, HISTORY COLORADO EXECUTED AN ENDOWMENT AGREEMENT WITH THE FOUNDATION TO ESTABLISH THE HISTORY COLORADO ENDOWMENT AND TRANSFERRED DONATIONS TOTALING 396,372 TO ESTABLISH THE ENDOWMENT'S CORPUS. THE PURPOSE OF THE ENDOWMENT IS TO SUPPORT HISTORY COLORADO'S EXHIBITS, PROJECTS, PROGRAMS, PROPERTIES, AND OPERATIONS. AS OF JUNE 30 EACH YEAR, AN AMOUNT BETWEEN FOUR AND SIX PERCENT OF THE ENDOWMENT'S THREE-YEAR ROLLING AVERAGE MARKET VALUE DETERMINED BY THE FOUNDATION SHALL BE MADE AVAILABLE BY THE FOUNDATION TO BE USED BY HISTORY COLORADO IN ITS DISCRETION FOR THE BENEFIT OF HISTORY COLORADO. IN 2017, WILLIAM FALKENBERG AWARDED 10,000 TO THE FOUNDATION TO ESTABLISH THE JANIS FALKENBERG ENDOWMENT FOR THE PURPOSE OF SUPPORTING THE STEPHEN H. HART LIBRARY (HART RESEARCH CENTER), INCLUDING COLLECTIONS AND HOLDINGS, EXPANSION, AND ACCESSIBILITY TO THE GENERAL PUBLIC. THE ENDOWMENT WAS FULLY FUNDED BY A GIFT FROM WILLIAM FALKENBERG'S ESTATE IN 2023. AMOUNTS ABOVE THE CORPUS MAY BE REQUESTED BY HISTORY COLORADO FOR THE ABOVE PURPOSE. THE SOLE EXCEPTION TO THIS DISTRIBUTION RESTRICTION SHALL APPLY WHEN AN UNUSUALLY LARGE DISTRIBUTION WOULD BE REQUIRED, AS DETERMINED BY THE FOUNDATION'S BOARD OF TRUSTEES, TO COVER COSTS OF AN EXTRAORDINARY TRANSFORMATIONAL PROJECT AT THE HART RESEARCH CENTER.' IN 2015, CHARLES AND FAYE SCHAYER AWARDED 210,000 TO THE FOUNDATION TO ESTABLISH A PERMANENT ENDOWMENT FOR THE PURPOSE OF SUPPORTING HISTORY COLORADO'S EDUCATION AND OUTREACH PROGRAMS AND TO PROVIDE SCHOLARSHIPS TO TITLE 1 SCHOOLS FOR PROGRAM AND TRANSPORTATION COSTS. AS OF JUNE 30, EACH YEAR, AN AMOUNT BETWEEN FOUR AND SIX PERCENT OF THE ENDOWMENT'S THREE-YEAR ROLLING AVERAGE MARKET VALUE DETERMINED BY THE FOUNDATION SHALL BE MADE AVAILABLE BY THE FOUNDATION TO BE USED BY HISTORY COLORADO IN ITS DISCRETION FOR ITS EDUCATION AND OUTREACH PROGRAMS AND PROVIDING TITLE 1 SCHOOLS SCHOLARSHIPS. IN 1994, HISTORY COLORADO EXECUTED A DECLARATION OF TRUST FOR THE EL PUEBLO MUSEUM PROJECT. THE FOUNDATION AGREED TO HOLD THE PROPERTY IN TRUST FOR THE EXCLUSIVE USE AND BENEFIT OF EL PUEBLO MUSEUM PROJECT. AS OF JUNE 30 OF EACH YEAR, AN AMOUNT BETWEEN FOUR AND SIX PERCENT OF THE AVERAGE MARKET VALUE DETERMINED BY THE FOUNDATION SHALL BE MADE AVAILABLE BY THE FOUNDATION TO BE USED BY HISTORY COLORADO IN ITS DISCRETION FOR THE BENEFIT OF THE EL PUEBLO MUSEUM PROJECT. HISTORY COLORADO, IN ITS DISCRETION, MAY REQUEST ADDITIONAL FUNDS IN EXCESS OF THE ANNUAL DISTRIBUTION, HOWEVER NO DISTRIBUTIONS SHALL BE MADE IF THE RESULT WOULD BE THE REDUCTION OF CORPUS. THIS TRUST SHALL CONTINUE AS LONG AS THE EL PUEBLO MUSEUM IS OWNED AND OPERATED BY HISTORY COLORADO. IN 1993, THE TERRITORIAL DAUGHTERS OF COLORADO CONVEYED AND DELIVERED TO THE FOUNDATION 50,000 IN FUNDS TRANSFERRED FROM THE TDC FOUNDATION. THE FUNDS, AS DISTRIBUTED TO THE FOUNDATION, SHALL BE USED FOR RECOGNIZING PRESERVATION IN THE STATE OF COLORADO. THE CORPUS SHALL BE THE BASE VALUE ADJUSTED ANNUALLY BY THE CONSUMER PRICE INDEX. IN 2012, WILLIAM AND EVELYN MCCLEARN CONVEYED A CASH DONATION OF 50,000 TO THE FOUNDATION TO ESTABLISH A PERMANENT ENDOWMENT FOR THE PURPOSE OF SUPPORTING HISTORY COLORADO'S EXHIBIT AND EDUCATIONAL PROGRAMS. THE WILLIAM AND EVELYN MCCLEARN ENDOWMENT WAS ESTABLISHED AS PART OF HISTORY COLORADO'S MAKE HISTORY COLORADO CAPITAL CAMPAIGN. AS OF JUNE 30 EACH YEAR, AN AMOUNT BETWEEN FOUR AND SIX PERCENT OF THE ENDOWMENT'S THREE-YEAR ROLLING AVERAGE MARKET VALUE DETERMINED BY THE FOUNDATION SHALL BE DISTRIBUTED TO A SEPARATE ACCOUNT MAINTAINED BY THE FOUNDATION TO BE USED BY HISTORY COLORADO IN ITS DISCRETION FOR THE BENEFIT OF THE EXHIBIT AND EDUCATIONAL PROGRAMS. IN 1997, HISTORY COLORADO EXECUTED A DECLARATION OF TRUST FOR THE UTE MUSEUM PROJECT. THE FOUNDATION AGREED TO HOLD THE PROPERTY IN TRUST FOR THE EXCLUSIVE USE AND BENEFIT OF UTE MUSEUM PROJECT. AS OF JUNE 30 OF EACH YEAR, AN AMOUNT BETWEEN FOUR AND SIX PERCENT OF THE AVERAGE MARKET VALUE DETERMINED BY THE FOUNDATION SHALL BE MADE AVAILABLE BY THE FOUNDATION TO BE USED BY HISTORY COLORADO IN ITS DISCRETION FOR THE BENEFIT OF THE UTE MUSEUM PROJECT. HISTORY COLORADO, IN ITS DISCRETION, MAY REQUEST ADDITIONAL FUNDS IN EXCESS OF THE FOUR-SIX PERCENT ANNUAL DISTRIBUTION, HOWEVER NO DISTRIBUTIONS SHALL BE MADE IF THE RESULT WOULD BE THE REDUCTION OF CORPUS (73,163). THIS TRUST SHALL CONTINUE AS LONG AS THE UTE MUSEUM PROJECT IS OWNED AND OPERATED BY HISTORY COLORADO. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE FINAL DRAFT OF THE 990 WAS SENT OUT VIA E-MAIL TO THE ENTIRE BOARD OF TRUSTEES FOR THEIR REVIEW AND COMMENT. BOARD MEMBERS WERE PROVIDED WITH TEN DAYS FOR THEIR REVIEW AND COMMENT, WITH CHANGES BEING MADE TO THE DRAFT IF THEY ARE CONSIDERED TO BE MATERIAL IN NATURE OR IF REQUIRED TO CORRECT FACTUAL ERRORS. FORM 990, PAGE 6, PART VI, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS MONITORED BY SHARING THE POLICY WITH TRUSTEES AND STAFF ANNUALLY AND REQUESTING ANNUAL DISCLOSURE FORMS SIGNED BY TRUSTEES. ADDITIONALLY, TRUSTEES ARE REQUESTED TO DISCLOSE CONFLICTS AT EACH BOARD MEETING. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING AND FINANCIAL DOCUMENTS ARE AVAILABLE UPON REQUEST. CHF REVOLVING LOAN FUND 3410 WILLIAMS DRIVE SUITE 420-140 MONTROSE CO 81401 753064424 LOAN FUND CO 501C3 10 CHF true false false false false false false false false false false false false false true true false true false false CHF REVOLVING LOAN FUND Q 60900 CONTRACT THE ORGANIZATION FIRST FILED FOR THE 501(H) ELECTION IN JANUARY OF 2025, DURING THE CURRENT TAX YEAR.