OCLO Inc is a private, non-operating foundation based in New York City. Established in 1999 in Delaware and New York, the organization operates as a 501(c)(3) charitable organization with tax-exempt status since January 2000. The foundation focuses on grantmaking and philanthropic activities.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$47.1M
+3.8% YoY
Annual Giving
$2.3M
+6.0% YoY
Grant Count
13
+225.0% YoY
Avg Grant Size
$179K
-67.4% YoY
Under IRS private-foundation payout rules, Oclo Inc reported a distributable amount of $2.4M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
OCLO Inc's primary mission centers on fostering Jewish growth and developing leadership skills among board members of not-for-profit organizations. The foundation aims to deepen board involvement in organizations while supporting board development initiatives.
The organization operates the ONBOARD program, which serves as a major component of its work. ONBOARD consists of professional development workshops and seminars designed to develop board leadership knowledge and skills of participants, combined with personal Jewish learning tailored to individual participant preferences.
Primary funding areas include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Jewish Education
- Leadership Development
Grantmaking
OCLO Inc distributes grants primarily to Jewish organizations. Based on recent filings:
Average Grant
amount:** $8–$1,791,952
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Geographic Focus
Where this funder awards grants
OCLO Inc's grantmaking focuses primarily on:
- New York
- Ohio
- Florida
The organization maintains its principal office at 575 Lexington Avenue, Floor 34, New York City, NY 10022.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $45.4 million
- Total Revenue: $3.61 million
- Total Expenses: $2.54 million
- Total Liabilities: $164,000
As of 2024:
- Total Assets: $47,125,421
- Total Giving: $2,325,706
The organization maintains unconditional tax-exempt status and is classified as a private non-operating foundation required to file Form 990-PF annually.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $47,125,421 | $45,415,031 | $44,340,803 |
| Revenue | $4,518,642 | $3,609,243 | $2,721,254 |
| Expenses | $2,644,122 | $2,535,015 | $3,146,717 |
| Qualifying Distributions | $2,329,552 | $2,200,252 | $2,321,944 |
| Net Investment Income | $4,201,682 | $3,242,033 | $1,891,071 |
| Distributable Amount | $2,399,165 | $2,170,462 | $2,217,857 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
66 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Legacy Heritage Programming X Llc ($896,184), American Friends of Ogen Inc ($350,000), Israel Healthcare Foundation ($318,000).
| Recipient | Purpose | Amount |
|---|---|---|
| LEGACY HERITAGE INVESTORS I LLC NEW YORK, NY | FROM PASSTHROUGH | $85 |
| UNION FOR REFORM JUDAISM NEW YORK, NY | FUNDING TO SUPPORT THE ORGANIZATION'S SECURITY SYSTEMS AND EDUCATIONAL MUSIC SUMMERTIME | $99,719 |
| JEWISH ADOPTION AND FOSTER CARE OPTIONS INC SUNRISE, FL | GENERAL SUPPORT FOR ORGANIZATION'S CHARITABLE PROGRAMMING. | $33,333 |
| INTERNATIONAL MARCH OF THE LIVING INC NEW YORK, NY | GENERAL SUPPORT FOR ORGANIZATION'S HOLOCAUST PROGRAMMING. | $282,625 |
| UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA NEW YORK, NY | SUPPORT TO ASSIST ORGANIZATION'S CAMPUS EDUCATOR TRAINING PROGRAM. | $68,442 |
| UNION FOR REFORM JUDAISM NEW YORK, NY | FUNDING TO SUPPORT THE ORGANIZATION'S SECURITY SYSTEMS AND EDUCATIONAL MUSIC SUMMERTIME PROGRAMMING. | $99,720 |
| ITREK INC NEW YORK, NY | GENERAL SUPPORT FOR ORGANIZATION'S CHARITABLE PROGRAMMING. | $8,500 |
| HEBREW UNION COLLEGE JEWISH INSTITUTE OF RELIGION CINCINNATI, OH | GENERAL SUPPORT FOR ORGANIZATION'S CHARITABLE PROGRAMMING. | $85,000 |
| THE RELIGIOUS ZIONIST MOVEMENT BNEI AKIVA OF THE US & CANADA INC NEW YORK, NY | FUNDING TO SUPPORT THE ORGANIZATION'S SECURITY SYSTEMS AND EDUCATIONAL MUSIC SUMMERTIME PROGRAMMING. | $64,769 |
| JEP CONGREGATIONS OF LONG ISLAND LAWRENCE, NY | FUNDING TO SUPPORT THE ORGANIZATION'S SECURITY SYSTEMS AND EDUCATIONAL MUSIC SUMMERTIME PROGRAMMING. | $19,329 |
Leadership & Key People
Leadership team and compensation from IRS filings
Susan R Wexner is listed as a key contact for the organization.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| B GLOZNEK | ASSISTANT SECRETARY | — | — |
| W STERN | DIRECTOR | — | — |
| R KANNER | DIRECTOR | — | — |
| S WEXNER | PRES, SECY, TREAS, DIR | — | — |
| M OBERMAN THROUGH 1019 DEC'D | DIRECTOR | — | — |
| G LEVY | DIRECTOR | — | — |
| R AGUS | DIRECTOR | — | — |
| D WEISSMAN | DIRECTOR | — | — |
| W FEINSTEIN | DIRECTOR | — | — |
| R FEIT | DIRECTOR | — | — |
| G GRAFF | DIRECTOR | — | — |
| B LOPATA | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Oclo Inc fund?
OCLO Inc's primary mission centers on fostering Jewish growth and developing leadership skills among board members of not-for-profit organizations. The foundation aims to deepen board involvement in organizations while supporting board development initiatives. The organization operates the ONBOARD program, which serves as a major component of its work. ONBOARD consists of professional development workshops and seminars designed to develop board leadership knowledge and skills of participants, c…
How do I apply for a grant from Oclo Inc?
OCLO Inc distributes grants primarily to Jewish organizations. Based on recent filings: • **Total giving (2023):** $2,325,706 • **Total giving (2024):** $2,325,706 • **Average grant amount:** $8–$1,791,952 • **Recent grant example:** $844,453 awarded to ONBOARD Charitable Program in New York, NY (2023) • **ONBOARD program expenses:** $896,184 The foundation maintains significant grantmaking capacity with assets of approximately $47 million.
Where does Oclo Inc make grants?
OCLO Inc's grantmaking focuses primarily on: • New York • Ohio • Florida The organization maintains its principal office at 575 Lexington Avenue, Floor 34, New York City, NY 10022.
What size grants does Oclo Inc award?
In 2024, Oclo Inc awarded 13 grants totaling $2.3M — an average of about $179K per grant, based on its IRS Form 990 filings.
How much is Oclo Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Oclo Inc reported a distributable amount of $2.4M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Oclo Inc's EIN?
Oclo Inc's EIN (Employer Identification Number) is 52-2171831. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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