Agt Ttee Ua Navigation Trust 14-313680
Agt Ttee Ua Navigation Trust 14-313680 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSFORD, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 29 grants totaling $163K. Net investment income was $55K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
Under IRS private-foundation payout rules, Agt Ttee Ua Navigation Trust 14-313680 reported a distributable amount of $170K for 2024 — the minimum it must pay out in qualifying distributions.
About Agt Ttee Ua Navigation Trust 14-313680
Based on IRS filings
Agt Ttee Ua Navigation Trust 14-313680 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSFORD, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 29 grants totaling $163K. Net investment income was $55K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
136 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Jewish Federation of Sarasota-manatee ($53,000), Temple Emanu-el ($14,165), District 214 Education Foundation ($13,500).
| Recipient | Purpose | Amount |
|---|---|---|
| ALL FAITHS FOOD BANK SARASOTA, FL | GENERAL CHARTIABLE PURPOSES | $5,000 |
| ASOLO REP THEATRE FLORIDA STATE UNIVER SARASOTA, FL | GENERAL CHARITABLE PURPOSES | $6,000 |
| BOSTON COLLEGE CHESTNUT HILL, MA | GENERAL CHARITABLE PURPOSE | $1,000 |
| CENTERPLACE HEALTH SARASOTA, FL | GENERAL CHARITABLE PURPOSES | $7,000 |
| DISTRICT 214 EDUCATION FOUNDATION ARLINGTON HEIGHTS, IL | GENERAL CHARITABLE PURPOSES | $13,500 |
| DYSTONIA MEDICAL RESARCH FDN CHICAGO, IL | GENERAL CHARITABLE PURPOSES | $1,000 |
| FLORIDA STUDIO THEATRE SARASOTA, FL | GENERAL CHARITABLE PURPOSES | $6,000 |
| FORTY CARROTS FAMILY CENTER SARASOTA, FL | GENERAL CHARITABLE PURPOSES | $1,000 |
| GAINESVILLE FOR ALL GAINESVILLE, FL | GENERAL CHARITABLE PURPOSE | $4,000 |
| JEWISH FEDERATION OF LOUISVILLE LOUISVILLE, KY | GENERAL CHARITABLE PURPOSE | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HOWARD BERMAN | VICE PRESIDENT | — | — |
| CANANDAIGUA NATIONAL BANK TR | AGENT OF TRUST | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Agt Ttee Ua Navigation Trust 14-313680?
Agt Ttee Ua Navigation Trust 14-313680 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSFORD, NY. It holds $2.1M in total assets as of 2024.
How large is Agt Ttee Ua Navigation Trust 14-313680?
As of 2024, Agt Ttee Ua Navigation Trust 14-313680 holds $2.1M in total assets with $470K in annual revenue. It awarded 29 grants totaling $163K in 2024.
Where does Agt Ttee Ua Navigation Trust 14-313680 operate?
Agt Ttee Ua Navigation Trust 14-313680 has awarded grants in District of Columbia, Florida, Illinois, Kentucky, Massachusetts, Michigan, New York, Tennessee.
What size grants does Agt Ttee Ua Navigation Trust 14-313680 award?
In 2024, Agt Ttee Ua Navigation Trust 14-313680 awarded 29 grants totaling $163K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Agt Ttee Ua Navigation Trust 14-313680 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Agt Ttee Ua Navigation Trust 14-313680 reported a distributable amount of $170K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Agt Ttee Ua Navigation Trust 14-313680's EIN?
Agt Ttee Ua Navigation Trust 14-313680's EIN (Employer Identification Number) is 16-1602590. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Agt Ttee Ua Navigation Trust 14-313680's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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