AGT Ttee UA Navigation Trust 14-313680
AGT Ttee UA Navigation Trust 14-313680 is a private foundation based in Pittsford, New York. In 2024, it reported 29 grants totaling $163,210 to charitable organizations, with the largest share of grant dollars going to recipients in Florida.
AGT Ttee UA Navigation Trust 14-313680 at a glance
In short: AGT Ttee UA Navigation Trust 14-313680 gave $163K across 29 grants in 2024 (avg $6K), mostly in Florida. 17% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $163,210
- +11.7% vs 2023
- Grants made (2024)
- 29
- -14.7% vs 2023
- Average grant
- $5,628
- +31.0% vs 2023
- Median grant
- $3,000
- Total assets
- $2,128,535
- +15.5% vs 2023
- New grantees (estimate)
- 17% first-time grantees (5 of 29, 2024)
- Primary geography
- Florida (71% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to AGT Ttee UA Navigation Trust 14-313680
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 1150 Pittsford Victor Road, Pittsford, NY 14534
Phone: (585) 419-0670
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who AGT Ttee UA Navigation Trust 14-313680 funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was The Jewish Federation of Sarasota-Manatee ($53K). Together the top 10 received $130K.
Grant Size Distribution
136 grants across all recorded years
The most common grant size was under $50K: 134 grants of 136 (99%).
Geographic Focus
Where this funder awards grants
In 2024, Florida recipients received 71% of grant dollars, followed by Kentucky at 12%, Illinois at 9%, New York at 5%, and Washington, DC at 1%.
Grant Distribution by State
Share of 2024 grant dollars across all 29 itemized grants.
Cities
Is AGT Ttee UA Navigation Trust 14-313680 open to new grantees?
17%
first-time grantees, 2024
In 2024, 5 of 29 grantees (17%) were first-time recipients. First grants averaged $1K; repeat grants $7K. How we count
Medians: $1K first-time, $5K repeat.
- 76% of 2024 grantees were also funded in 2023. Method
- Giving grew 33% from 2021 to 2024. Method
- In 2024 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $81K (2020) to $163K (2024). In 2024 it made 29 grants totaling $163K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Jewish Federation of Sarasota-Manatee Sarasota, FL | General Charitable Purpose | $53,000 |
| Temple Emanu-El Sarasota, FL | General Charitable Purposes | $14,165 |
| District 214 Education Foundation Arlington Heights, IL | General Charitable Purposes | $13,500 |
| Jewish Federation of Louisville Louisville, KY | General Charitable Purpose | $10,000 |
| Sarasota Orchestra Sarasota, FL | General Charitable Purpose | $10,000 |
| Centerplace Health Sarasota, FL | General Charitable Purposes | $7,000 |
| Asolo Rep Theatre Florida State Univer Sarasota, FL | General Charitable Purposes | $6,000 |
| Florida Studio Theatre Sarasota, FL | General Charitable Purposes | $6,000 |
| All Faiths Food Bank Sarasota, FL | General Chartiable Purposes | $5,000 |
| Louisville Orchestra Louisville, KY | Unrestricted | $5,000 |
Ready to take the next step with AGT Ttee UA Navigation Trust 14-313680?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,128,535 | $469,990 | $183,776 | $163,210 | 29 | $163,481 | $54,944 | $169,580 |
| 2023 | $1,843,250 | $150,828 | $163,311 | $146,080 | 34 | $146,330 | $40,199 | $141,721 |
| 2022 | $1,855,186 | $171,218 | $143,248 | $124,180 | 29 | $124,430 | $35,529 | $138,994 |
| 2021 | $1,827,432 | $97,952 | $143,873 | $123,025 | 22 | $123,275 | $36,855 | $147,457 |
| 2020 | $1,875,224 | $410,642 | $100,157 | $80,700 | 22 | — | $26,931 | $109,043 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grantees include organizations working in a range of fields. For example, District 214 Education Foundation says it supports students and families by strengthening education, fostering well-being, and expanding opportunities. CenterPlace Health describes its work as providing primary care and preventive health education to at-risk, underserved, underinsured, or uninsured patients. All Faiths Food Bank says it works with partners to provide healthy solutions to end hunger in its community.
Other 2024 recipients include theaters and orchestras, Jewish community organizations, a public media organization, and organizations focused on youth and families, social justice, and education.
Grantmaking
In 2024, the foundation made 29 grants totaling $163,210. Grants ranged from $100 to $53,000, with a median grant of $3,000. The largest awards included $53,000 to The Jewish Federation of Sarasota-Manatee, $14,165 to Temple Emanu-El, and $13,500 to District 214 Education Foundation. Other notable grants were $10,000 each to Jewish Federation of Louisville and Sarasota Orchestra; $7,000 to CenterPlace Health; $6,000 each to Asolo Rep Theatre Florida State University and Florida Studio Theatre; and $5,000 each to All Faiths Food Bank, Louisville Orchestra, Partnership for Non-Profit Enterprise Excellence, and WUSF Public Media.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Howard Berman as vice president and Canandaigua National Bank TR as agent of trust.
AGT Ttee UA Navigation Trust 14-313680's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Canandaigua National Bank TR
Agent of Trustee
On filings since 2020
No compensation reported
Howard Berman
Vice President
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about AGT Ttee UA Navigation Trust 14-313680
How much does AGT Ttee UA Navigation Trust 14-313680 give each year?
AGT Ttee UA Navigation Trust 14-313680 gave $163K across 29 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $146K across 34 grants.
What is AGT Ttee UA Navigation Trust 14-313680's typical grant size?
AGT Ttee UA Navigation Trust 14-313680's median grant in 2024 was $3,000, and its average grant was $5,628, across 29 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from AGT Ttee UA Navigation Trust 14-313680 that year got $1K on average.
Where does AGT Ttee UA Navigation Trust 14-313680 give grants?
AGT Ttee UA Navigation Trust 14-313680 gives mostly in Florida: 71% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Kentucky (12%) and Illinois (9%). The most frequent recipient cities were Sarasota, FL (10 grants), Louisville, KY (6 grants) and Rochester, NY (3 grants).
Does AGT Ttee UA Navigation Trust 14-313680 give general operating support?
Yes: 100% of AGT Ttee UA Navigation Trust 14-313680's 2024 grants with a stated purpose (29 of 29) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are AGT Ttee UA Navigation Trust 14-313680's largest grantees?
AGT Ttee UA Navigation Trust 14-313680's largest 2024 grantees include The Jewish Federation of Sarasota-Manatee ($53,000), Temple Emanu-El ($14,165) and District 214 Education Foundation ($13,500), according to its 2024 IRS Form 990-PF. Together they received 49% of its itemized 2024 grant dollars.
How large is AGT Ttee UA Navigation Trust 14-313680?
AGT Ttee UA Navigation Trust 14-313680 reported $2.1M in total assets on its 2024 IRS Form 990-PF. It paid out $163K in qualifying distributions that year, against a required minimum of $170K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does AGT Ttee UA Navigation Trust 14-313680 fund?
No mission statement for the foundation is provided. Its 2024 grantees include organizations working in a range of fields. For example, District 214 Education Foundation says it supports students and families by strengthening education, fostering well-being, and expanding opportunities. See mission & focus areas ↑
How do I apply for a grant from AGT Ttee UA Navigation Trust 14-313680?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does AGT Ttee UA Navigation Trust 14-313680 accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work AGT Ttee UA Navigation Trust 14-313680 funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
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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Cite this profile
Grantable. (2026). AGT Ttee UA Navigation Trust 14-313680 funder profile. GrantGraph. Retrieved October 19, 2026, from https://grantable.co/funders/agt-ttee-ua-navigation-trust-14-313680-morg_bcf3694286ca44ce8af22511b30ef0f9
BibTeX
@misc{grantable_161602590_2026,
author = {{Grantable}},
title = {{AGT Ttee UA Navigation Trust 14-313680 funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/agt-ttee-ua-navigation-trust-14-313680-morg_bcf3694286ca44ce8af22511b30ef0f9},
note = {Accessed 2026-10-19. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from AGT Ttee UA Navigation Trust 14-313680's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
AGT Ttee UA Navigation Trust 14-313680 down — hundreds of funders to go?