AGT TTEE UA Navigation Trust 14-313680
EIN 161602590 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2019–2023
$574K
130 grants · $115K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$1K
typical micro grants · $600–$6K
grant size
45%
supporter · 30/67 multi-year
repeat
$3.1M
Assets (2023)
67
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Contact Person
PARTNERSHIP FOR NON-PRFT ENTERP EXC
Phone
(585) 419-0670
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | $100K | $2.2M | $122K | 23 |
| 2020 | $81K | $2.8M | $411K | 22 |
| 2021 | $123K | $3.2M | $98K | 22 |
| 2022 | $124K | $2.7M | $171K | 29 |
| 2023 | $146K | $3.1M | $151K | 34 |
Grant Size Distribution
Based on 130 grants on record
Minimum
$100
25th Pctl
$600
Median
$1K
Average
$4K
75th Pctl
$6K
Maximum
$56K
Geographic Distribution
Officers & Directors
HB
Howard Berman
5+ yrs
Vice President
Leadership
CT
Canandaigua National Bank TR
5+ yrs
Agent of Trust
HB
Howard Berman
5+ yrs
Vice President
Leadership
CT
Canandaigua National Bank TR
5+ yrs
Agent of Trust
HB
Howard Berman
5+ yrs
Vice President
Leadership
CT
Canandaigua National Bank TR
5+ yrs
Agent of Trust
HB
Howard Berman
5+ yrs
Vice President
Leadership
CT
Canandaigua National Bank TR
5+ yrs
Agent of Trust
HB
Howard Berman
5+ yrs
Vice President
Leadership
CT
Canandaigua National Bank TR
5+ yrs
Agent of Trust
HU
HSBC Bank USA
Agent of Truste
Grants Awarded (130 total)
| Purpose | ||||
|---|---|---|---|---|
| Jewish Federation of Sarasota-Manat | Sarasota, FL | $56,000 | GENERAL CHARITABLE PURPOSE | 2021 |
| Jewish Family SVCS of Rochester | Rochester, NY | $40,000 | GENERAL CHARITABLE PURPOSE | 2019 |
| The Jewish Federation of Sarasota-Manatee | Sarasota, FL | $26,100 | GENERAL CHARITABLE PURPOSE | 2023 |
| Centerplace Health | Sarasota, FL | $26,000 | GENERAL CHARITABLE PURPOSES | 2023 |
| Jewish Federation of Sarasota-Manat | Sarasota, FL | $25,600 | GENERAL CHARITABLE PURPOSE | 2022 |
| All Faiths Food BAK | Sarasota, FL | $17,500 | GENERAL CHARTIABLE PURPOSES | 2020 |
| Children First | Sarasota, FL | $17,000 | GENERAL CHARITABLE PURPOSES | 2021 |
| Partnership for Non-Prft Enterp EXC | Rochester, NY | $17,000 | GENERAL CHARITABLE PURPOSE | 2019 |
| Temple Emanu-El | Sarasota, FL | $16,200 | GENERAL CHARITABLE PURPOSES | 2020 |
| District 214 Education Foundation | Arlington Heights, IL | $13,500 | GENERAL CHARITABLE PURPOSES | 2022 |
| State College of Florida Foundation | Bradenton, FL | $12,500 | GENERAL CHARITABLE PURPOSES | 2023 |
| Asolo REP Theatre Florida State Univer | Sarasota, FL | $12,100 | GENERAL CHARITABLE PURPOSES | 2023 |
| State College of Florida Foundation | Bradenton, FL | $12,000 | GENERAL CHARITABLE PURPOSES | 2022 |
| Partnership for Non-Prft Enterp EXC | Rochester, NY | $11,000 | GENERAL CHARITABLE PURPOSE | 2022 |
| All Faiths Food Bank | Sarasota, FL | $10,500 | GENERAL CHARTIABLE PURPOSES | 2022 |
| Children First | Sarasota, FL | $10,000 | GENERAL CHARITABLE PURPOSES | 2020 |
| Partnership for Non-Profit Enterprise Excellence | Rochester, NY | $10,000 | GENERAL CHARITABLE PURPOSE | 2023 |
| Temple Emanu-El | Sarasota, FL | $9,900 | GENERAL CHARITABLE PURPOSES | 2022 |
| The Jewish Federation of Sarasota-M | Sarasota, FL | $9,000 | GENERAL CHARITABLE PURPOSES | 2020 |
| The Jewish Federation of Sarasota-M | Sarasota, FL | $7,500 | GENERAL CHARITABLE PURPOSES | 2019 |
| Temple Emanu-El | Sarasota, FL | $6,750 | GENERAL CHARITABLE PURPOSES | 2021 |
| Florida Studio Theatre | Sarasota, FL | $6,500 | GENERAL CHARITABLE PURPOSES | 2023 |
| Jewish Federation of Louisville | Louisville, KY | $6,500 | GENERAL CHARITABLE PURPOSE | 2023 |
| Temple Emanu-El | Sarasota, FL | $6,500 | GENERAL CHARITABLE PURPOSES | 2023 |
| Florida Studio Theatre | Sarasota, FL | $6,500 | GENERAL CHARITABLE PURPOSES | 2022 |
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