2026-07-30T16:23:05-05:00 2025-08-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2024-09-01 994364770 HJCF Investment Program LLC HJCF 3466994523 5603 S Braeswood Blvd Houston TX 77096 Roberta Herman-Dietrich Executive Director 3466994523 2026-07-30 1 0 Barbara Murphy P01386215 7134395739 2026-07-30 2024 2025-03-06 01:10:19Z Roberta Herman-Dietrich 5603 S Braeswood Blvd Houston TX 77096 134349 0 X www.hjcf.org X LLC 2024 DE Support Houston Jewish Community Foundation. 2 0 0 0 0 0 0 0 0 134349 0 0 0 0 0 134349 0 0 0 0 0 0 0 0 0 0 134349 0 134349 0 0 0 98481009 0 98481009 0 0 To support the Houston Jewish Community Foundation. 0 0 134349 134349 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. 134349 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 2 0 0 0 0 0 1 1 0 0 0 0 0 1 1 1 1 1 0 0 0 0 X Paul Weaver 3466994523 5603 South Braeswood Blvd Houston TX 77096 X Roberta Herman-Dietrich President, Executive Director 1.00 53.00 X 0 173168 23242 Paul Weaver Secretary, Treasurer 1.00 51.00 X 0 138182 21984 0 311350 45226 0 0 1 0 0 Administrative fees 561000 134349 134349 134349 134349 134349 0 0 134349 134349 134349 134349 0 0 98481009 0 98481009 98481009 0 98481009 X 0 0 0 0 0 0 0 0 0 98481009 0 0 X 0 1 X 1 0 X X X 1 Houston Jewish Community Foundation 760187329 7 1 134349 0 1 134349 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 X 0 Part IV, Line 2b: Funds helf for others include amounts on behalf of other charitable organizations to create a pool of investments for the purpose of administrative efficiency and management. 0 0 0 0 0 0 0 0 0 Roberta Herman-Dietrich President, Executive Director 0 173168 0 0 0 0 0 6927 0 16315 0 196410 0 0 Paul Weaver Secretary, Treasurer 0 138182 0 0 0 0 0 5527 0 16457 0 160166 0 0 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. Form 990, Part VI, Section A, line 6 Houston Jewish Community Foundation (HJCF) is a Member of the LLC. HJCF through its Board of Directors and officers controls the LLC. Form 990, Part VI, Section A, line 7a The LLC's Directors are appointed by its supported organization, Houston Jewish Community Foundation. Form 990, Part VI, Section A, line 8a Houston Jewish Community Foundation, as the supported organization, oversees the activities of the LLC. Form 990, Part VI, Section A, line 8b The LLC does not currently have any committees with authority to act on behalf of the governing body. All such actions are undertaken on the LLC's behalf by the appropriate committe of the supported organization, Houston Jewish Community Foundation. Form 990, Part VI, Section B, line 11b The Form 990 is initially reviewed by the Houston Jewish Community Foundation's staff accountant and CFO. The Form is then reviewed by the Executive Director of the Houston Jewish Community Foundation. A copy is then provided to all Board Members prior to filing. Form 990, Part VI, Section B, line 12c Board Members answer a questionnaire that covers any potential conflicts of interest that may exist as well as familial and/or business relationships with other Board Members or employees. Form 990, Part VI, Section C, line 19 Upon request. Form 990, Part VII- Compensation Explanation Roberta Herman-Dietrich spends 50 hours per week in her position as Executive Director for the Houston Jewish Community Foundation. She receives no compensation for services provided to HJCF Investment Program, LLC. Paul Weaver spends 50 hours per week in his position as CFO of the Houston Jewish Community Foundation. He receives no compensation for services provided to HJCF Investment Program, LLC. Jewish Federation of Greater Houston 5603 S Braeswood Blvd Houston TX 77096 741109654 Preserve and enrich Jewish communal life TX 501(c)(3) Line 7 N/A 0 Houston Jewish Community Foundation 5603 S Braeswood Blvd Houston TX 77096 760187329 Donor-centered community foundation TX 501(c)(3) Line 7 Jewish Federation of Greater Houston 0 The Rauch Foundation 5603 S Braeswood Blvd Houston TX 77096 760300344 Support Jewish Federation of Greater Houston TX 501(c)(3) Line 12a, I Jewish Federation of Greater Houston 0 The Becker Family Foundation 5603 S Braeswood Blvd Houston TX 77096 760560995 Support Jewish Federation of Greater Houston TX 501(c)(3) Line 12a, I Jewish Federation of Greater Houston 0 Alan F & Diane R Levin Family Foundation 5603 S Braeswood Blvd Houston TX 77096 760613294 Support Jewish Federation & Houston Jewish Comm Fdn TX 501(c)(3) Line 12a, I Jewish Federation & Houston Jewish Comm Fdn 0 Mary L & William J Osher Foundation 5603 S Braeswood Blvd Houston TX 77096 205094518 Support Jewish Federation of Greater Houston TX 501(c)(3) Line 12a, I Jewish Federation of Greater Houston 0 Donald & Martha Kaplan Freedman Foundation 5603 S Braeswood Blvd Houston TX 77096 455449056 Support Houston Jewish Community Foundation TX 501(c)(3) Line 12a, I Houston Jewish Community Foundation 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1