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
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
No grants recorded for .
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
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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