Nonprofit · EIN 16-1602590
NAVIGATION TR
Tax-exempt · PITTSFORD, NY 14534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $746,974 | $229,777 | $517,197 | $2,646,529 | $0 | $2,646,529 |
| December 31, 2024 | 990-PF | $469,990 | $183,776 | $286,214 | $2,128,535 | $0 | $2,128,535 |
| December 31, 2023 | 990-PF | $150,828 | $163,311 | -$12,483 | $1,843,250 | $0 | $1,843,250 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $205,000
- Dividends
- $60,926
- Interest
- $23,708
- Net gain from sales of assets
- $459,321
- Other income
- -$1,981
Expenses
- Grants and similar amounts paid
- $204,195
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $204,544
- Excise tax on investment income
- $7,183
Balance sheet and other
- Total assets, start of year
- $2,128,535
- Total assets, end of year
- $2,646,529
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,646,529
- Fair market value of assets
- $4,289,041
- Qualifying distributions
- $204,544
- Net investment income
- $541,974
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOWARD BERMAN 1255 NORTH GULFSTREAM UNIT 90B, SARASOTA, FL 34236 | VICE PRESIDENT | 0 | $0 |
| CANANDAIGUA NATIONAL BANK TR 1150 PITTSFORD-VICTOR ROAD, PITTSFORD, NY 14534 | AGENT OF TRUST | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOWARD BERMAN 1255 NORTH GULFSTREAM UNIT 90B, SARASOTA, FL 34236 | VICE PRESIDENT | 0 | $0 |
| CANANDAIGUA NATIONAL BANK TR 1150 PITTSFORD-VICTOR ROAD, PITTSFORD, NY 14534 | AGENT OF TRUST | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOWARD BERMAN 1255 NORTH GULFSTREAM UNIT 90B, SARASOTA, FL 34236 | VICE PRESIDENT | 0 | $0 |
| CANANDAIGUA NATIONAL BANK TR 1150 PITTSFORD-VICTOR ROAD, PITTSFORD, NY 14534 | AGENT OF TRUST | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1150 PITTSFORD VICTOR ROAD, PITTSFORD, NY 14534-3838
- In care of
- % HOWARD J BERMAN TTEE
- Signed the 990-PF
- HOWARD BERMAN, VICE PRESIDENT
- Phone
- (585) 419-0670
- Return prepared by
- GRAY LOCEY CPA PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 16-1602590
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $2,646,529
- Income (IRS master file)
- $1,165,909
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $746,974 | $229,777 | $2,646,529 | XML |
| 990-PF | December 2024 | $469,990 | $183,776 | $2,128,535 | IRS |
| 990-PF | December 2023 | $150,828 | $163,311 | $1,843,250 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-1602590).
Questions about NAVIGATION TR
- What is the EIN of NAVIGATION TR?
- The employer identification number (EIN) of NAVIGATION TR is 16-1602590.
- Is NAVIGATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to NAVIGATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NAVIGATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NAVIGATION TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NAVIGATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of NAVIGATION TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does NAVIGATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $746,974, expenses of $229,777 and total assets of $2,646,529 at year end.
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