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← HJCF Investment Program LLC

Form 990 for tax year 2024

Filed by HJCF Investment Program LLC.

Totals

Total revenue
$134,349
Total expenses
$134,349
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$134,349
Investment income
$0
Other revenue
$0
Total assets, end of year
$98,481,009
Total liabilities, end of year
$98,481,009
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$134,349
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$134,349

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Administrative fees

    total $134,349 · related or exempt $134,349

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total $134,349 · program services $134,349

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    end of year $98,481,009

  • 21 · Escrow or custodial account liability

    end of year $98,481,009

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

To support the Houston Jewish Community Foundation.

Activities or mission (Part I)

Support Houston Jewish Community Foundation.

  • The LLC holds and invests the charitable funds of participating organizations (Members), all of which are exempt under Section 501(c)(3) and have a close relation in purpose or function to HJCF's exempt purposes, namely operating programs in furtherance of Jewish values. The organization operates to allow Member organizations to increase operational efficiencies, decrease costs, benefit from economies of scale and access sophisticated institutional asset managers by holding and investing the pooled capital of the Members. By stewarding and growing the Member's capital through the investment program, the LLC furthers the ability of the Member organizations to fulfill objectives associated with their charitable purposes.

    Expenses $134,349 · Revenue $134,349

As filed on the 2024 return.

Listed in Part VII

  • Roberta Herman-Dietrich

    President, Executive Director

    Total calculated
    $196,410
    From this org
    $0
    From related orgs
    $173,168
    Other
    $23,242
    Hours/week
    1 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,168 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,927 related
    Nontaxable benefits
    $0 + $16,315 related
    Filer's total
    $0 + $196,410 related

  • Paul Weaver

    Secretary, Treasurer

    Total calculated
    $160,166
    From this org
    $0
    From related orgs
    $138,182
    Other
    $21,984
    Hours/week
    1 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,182 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,527 related
    Nontaxable benefits
    $0 + $16,457 related
    Filer's total
    $0 + $160,166 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 1b
Roberta Herman-Dietrich is compensated by the Houston Jewish Community Foundation in her position as Executive Director. The Foundation Executive Committee reviews comparable data of non-profit community foundations of similar size to determine her compensation annually. Paul Weaver is compensated by the Houston Jewish Community Foundation in his position as CFO. The Foundation Executive Committee reviews comparable data of non-profit community foundations of similar size to determine his compensation annually.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
30 July 2026
IRS schema version
2024v5.5
Source object
202632119349301903

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