NAVIGATE

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Specific Donations

Amount	When Months	To be used for
Henry Smith Charity - Grant to Navigate Charity
£180,000	14/06/2023 36	towards three years' running costs of an organisation providing a money and debt advice service for people from disadvantaged communities in Somerset and Devon.
Quartet Community Foundation - Grant to Navigate CIO
£975	12/06/2023	As advised by donor towards debt advice.
National Lottery Community Fund - Transitions - Wis£rmoney Partnership Continuation
£403,677	23/02/2023	The funding will be used to deliver financial inclusion and advice services for vulnerable people across two deeply rural Devon districts West Devon and Torridge. The project aims to promote inclusion and wellbeing.
National Lottery Community Fund - Transitions - Wis£rmoney Partnership
£131,018	24/03/2022	The project is using funding towards the Transitions project delivering financial inclusion and advice services for vulnerable people across two deeply rural Devon districts West Devon and Torridge. The aim is to improve the lives and financial ....more The project is using funding towards the Transitions project delivering financial inclusion and advice services for vulnerable people across two deeply rural Devon districts West Devon and Torridge. The aim is to improve the lives and financial wellbeing of individuals and families living across Torridge and West Devon to strengthen the resilience of partners build community cohesion and reduce social isolation.
Somerset Community Foundation - Navigate the Money Maze
£150,891	05/11/2020 38	To provide financial education to the community through delivery of innovative and engaging workshops, with the intention of eliminating financial hardship for future generations.
Access to Justice Foundation - Joint Initiative Flexible COVID-19 Grant
£50,000	14/09/2020	A flexible grant as part of wave 1 of the Community Justice Fund. A pooled fund to support the specialist legal welfare advice sector in its response to COVID19
The Clothworkers Foundation - Grant to Navigate CIO
£3,600	18/05/2020	COVID19 : purchase IT and telephone equipment for a charity supports people with disabilities financial inclusion/advice services in Devon
National Lottery Community Fund - Outreach Financial Support
£10,000	23/08/2019 12	Outreach Financial Support
National Lottery Community Fund - TRANSITIONS
£380,413	24/07/2019 36	The funding will go towards continuing and expanding a successful programme which offers financial inclusion and advice services. It will go towards covering service and staff costs and events for service users. The project is a partnership between ....more The funding will go towards continuing and expanding a successful programme which offers financial inclusion and advice services. It will go towards covering service and staff costs and events for service users. The project is a partnership between local organisations which encourages financial inclusion in heavily rural areas.

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Data sourced from Donors via 360 Giving

Trustees (5)

Legal constitution

• Charity registered in England & Wales on 13/02/2019, number: 1182020

Gift Aid

• NOT registered with HMRC for Gift Aid

Other Regulators

• Financial Conduct Authority

Policies in force

Filing Record

Main office

Navigate CIO
4 King Square
BRIDGWATER
Somerset
TA6 3YF

Objectives

(1) THE RELIEF OF POVERTY OR FINANCIAL HARDSHIP, IN PARTICULAR BUT NOT EXCLUSIVELY BY PROVIDING A RANGE OF IMPARTIAL MONEY ADVICE AND SUPPORT SERVICES TO PEOPLE IN FINANCIAL HARDSHIP, INCLUDING THOSE WITH DEBT PROBLEMS AND THOSE ENCOUNTERING FUEL POVERTY OR FINANCIAL EXCLUSION, TO HELP THEM ACHIEVE GREATER FINANCIAL RESILIENCE AND CAPABILITY;(2) TO ADVANCE THE EDUCATION OF THE PUBLIC IN ALL MATTERS RELATING TO THE MANAGEMENT OF PERSONAL FINANCES, WITH PARTICULAR EMPHASIS ON ISSUES RELATING TO FINANCIAL EXCLUSION AND BUILDING INDIVIDUAL FINANCIAL RESILIENCE AND CAPABILITY; AND(3) TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY.FOR THE PURPOSE OF THIS CLAUSE 'SOCIALLY EXCLUDED' MEANS BEING EXCLUDED FROM SOCIETY, OR PARTS OF SOCIETY, AS A RESULT OF ONE OF MORE OF THE FOLLOWING FACTORS: UNEMPLOYMENT; FINANCIAL HARDSHIP; YOUTH OR OLD AGE; ILL HEALTH (PHYSICAL OR MENTAL); SUBSTANCE ABUSE OR DEPENDENCY INCLUDING ALCOHOL AND DRUGS; DISCRIMINATION ON THE GROUNDS OF SEX, RACE, DISABILITY, ETHNIC ORIGIN, RELIGION, BELIEF, CREED, SEXUAL ORIENTATION OR GENDER RE-ASSIGNMENT; POOR EDUCATIONAL OR SKILLS ATTAINMENT; RELATIONSHIP AND FAMILY BREAKDOWN; POOR HOUSING (THAT IS HOUSING THAT DOES NOT MEET BASIC HABITABLE STANDARDS; CRIME (EITHER AS A VICTIM OF CRIME OR AS AN OFFENDER REHABILITATING INTO SOCIETY).