Agt Ttee Ua Navigation Trust 14-313680

PITTSFORD, NY EIN: 16-1602590

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$2.1M

+15.5% YoY

Annual Giving

$163K

+11.7% YoY

Grant Count

29

-14.7% YoY

Avg Grant Size

$6K

+31.0% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$129K$258K$388K$517K20202021202220232024
Metric202420232022
Total Assets$2,128,535$1,843,250$1,855,186
Revenue$469,990$150,828$171,218
Expenses$183,776$163,311$143,248
Qualifying Distributions$163,481$146,330$124,430
Net Investment Income$54,944$40,199$35,529
Distributable Amount$169,580$141,721$138,994

Giving Over Time

Total grant dollars and number of grants per year

$0$41K$82K$122K$163K22 grants202022 grants202129 grants202234 grants202329 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

THE JEWISH FEDERATION OF…$53KTEMPLE EMANU-EL$14KDISTRICT 214 EDUCATION F…$14KJEWISH FEDERATION OF LOU…$10KSARASOTA ORCHESTRA$10KCENTERPLACE HEALTH$7KASOLO REP THEATRE FLORID…$6KFLORIDA STUDIO THEATRE$6KALL FAITHS FOOD BANK$5KLOUISVILLE ORCHESTRA$5K

Grant Size Distribution

136 grants across all recorded years

134<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Agt Ttee Ua Navigation Trust 14-313680 fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
HOWARD BERMANVICE PRESIDENT
CANANDAIGUA NATIONAL BANK TRAGENT OF TRUST

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

8states

Cities

Ann ArborArlington HeightsBradentonChestnut HillChicagoGainesvilleGainsvilleHighland ParkLouisvilleNashvilleNew YorkOak ParkPalmettoRochesterRohcesterSarasotaTampaWashington

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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