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Navigation Trust is a private trust based in PITTSFORD, NY. The foundation received its IRS ruling in 2001. The principal officer is Howard J Berman Ttee. It holds total assets of $2.1M. Annual income is reported at $586K. Total assets have grown from $1.2M in 2011 to $1.8M in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Florida and New York. According to available records, Navigation Trust has made 115 grants totaling $475K, with a median grant of $1K. Annual giving has grown from $80K in 2020 to $146K in 2023. Grantmaking activity was highest in 2022 with $248K distributed across 58 grants. Individual grants have ranged from $100 to $26K, with an average award of $4K. The foundation has supported 59 unique organizations. The foundation primarily supports organizations in Florida, New York, Illinois, which account for 82% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$1K
Average Grant
$4K
Largest Grant
$18K
Based on 22 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Navigation Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 115 grants. Its grantmaking reaches organizations primarily in FL, NY, IL.
Navigation Trust has distributed a total of $475K across 115 grants. The median grant size is $1K, with an average of $4K. Individual grants have ranged from $100 to $26K.
Navigation Trust typically selects its grantees rather than accepting unsolicited proposals.
Navigation Trust is headquartered in PITTSFORD, NY. While based in NY, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Canandaigua National Bank Tr | AGENT OF TRUST | $0 | $0 | N/A |
| Howard Berman | VICE PRESIDENT | $0 | $0 | N/A |
Total Giving
$163K
Total Assets
$1.8M
Fair Market Value
$3.1M
Net Worth
$1.8M
Grants Paid
$146K
Contributions
$123K
Net Investment Income
$40K
Distribution Amount
$142K
Total: $1M
Total Grants
115
Total Giving
$475K
Average Grant
$4K
Median Grant
$1K
Unique Recipients
59
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| The Jewish Federation Of Sarasota-ManateeGENERAL CHARITABLE PURPOSE | Sarasota, FL | $26K | 2023 |
| Centerplace HealthGENERAL CHARITABLE PURPOSES | Sarasota, FL | $26K | 2023 |
| State College Of Florida FoundationGENERAL CHARITABLE PURPOSES | Bradenton, FL | $13K | 2023 |
| Asolo Rep Theatre Florida State UniverGENERAL CHARITABLE PURPOSES | Sarasota, FL | $12K | 2023 |
| Partnership For Non-Profit Enterprise ExcellenceGENERAL CHARITABLE PURPOSE | Rochester, NY | $10K | 2023 |
| Temple Emanu-ElGENERAL CHARITABLE PURPOSES | Sarasota, FL | $7K | 2023 |
| Florida Studio TheatreGENERAL CHARITABLE PURPOSES | Sarasota, FL | $7K | 2023 |
| Jewish Federation Of LouisvilleGENERAL CHARITABLE PURPOSE | Louisville, KY | $7K | 2023 |
| All Faiths Food BankGENERAL CHARTIABLE PURPOSES | Sarasota, FL | $5K | 2023 |
| Sarasota OrchestraGENERAL CHARITABLE PURPOSE | Sarasota, FL | $5K | 2023 |
| Gainesville For AllGENERAL CHARITABLE PURPOSE | Gainesville, FL | $4K | 2023 |
| Pearl Resources Inc - United Way Of Greater RochesterUNRESTRICTED | Rochester, NY | $3K | 2023 |
| Ringling Colleg Of Art And DesignGENERAL CHARTIABLE PURPOSES | Sarasota, FL | $3K | 2023 |
| Greater Chicago Food DepositoryUNRESTRICTED | Chicago, IL | $2K | 2023 |
| National Council Of Jewish WomenUNRESTRICTED | Washington, DC | $2K | 2023 |
| American Friends Of Magen David AdomUNRESTRICTED | New York, NY | $2K | 2023 |
| Truly Valued IncGENERAL CHARITABLE PURPOSE | Palmetto, FL | $2K | 2023 |
| Compeer RochesterUNRESTRICTED | Rochester, NY | $1K | 2023 |
| Forty Carrots Family CenterGENERAL CHARITABLE PURPOSES | Sarasota, FL | $1K | 2023 |
| Gordon Jewish Community CenterGENERAL CHARITABLE PURPOSES | Nashville, TN | $1K | 2023 |
| Louisville OrchestraUNRESTRICTED | Louisville, KY | $1K | 2023 |
| Park Avenue SynagogueUNRESTRICTED | New York, NY | $1K | 2023 |
| Sarasota Jewish TheatreGENERAL CHARITABLE PURPOSES | Sarasota, FL | $1K | 2023 |
| Rochester Institute Of TechnologyUNRESTRICTED | Rochester, NY | $1K | 2023 |
| The Blue CardUNRESTRICTED | New York, NY | $1K | 2023 |
| Wusf Public MediaGENERAL CHARITABLE PURPOSES | Tampa, FL | $1K | 2023 |
| Boston CollegeGENERAL CHARITABLE PURPOSE | Chestnut Hill, MA | $1K | 2023 |
| Dystonia Medical Resarch FdnGENERAL CHARITABLE PURPOSES | Chicago, IL | $1K | 2023 |
| The Temple - Congregation Adath Israel BGENERAL CHARITABLE PURPOSE | Louisville, KY | $600 | 2023 |
| Mary Cariola Childrens CenterGENERAL CHARTIABLE PURPOSES | Rochester, NY | $500 | 2023 |
| Lifespan Of Greater RochesterGENERAL CHARTIABLE PURPOSES | Rochester, NY | $500 | 2023 |
| Planned ParenthoodUNRESTRICTED | New York, NY | $200 | 2023 |
| Trillium HealthGENERAL CHARITABLE PURPOSE | Rochester, NY | $180 | 2023 |
| Temple B'Rith KodeshGENERAL CHARITABLE PURPOSE | Rohcester, NY | $100 | 2023 |
| Jewish Federation Of Sarasota-ManatGENERAL CHARITABLE PURPOSE | Sarasota, FL | $26K | 2022 |
| District 214 Education FoundationGENERAL CHARITABLE PURPOSES | Arlington Heights, IL | $14K | 2022 |
| Partnership For Non-Prft Enterp ExcGENERAL CHARITABLE PURPOSE | Rochester, NY | $11K | 2022 |
| The Temple - Congregation Adath IsrGENERAL CHARITABLE PURPOSE | Louisville, KY | $6K | 2022 |