CRONFA ADDYSGOL
EDUCATIONAL FUND
(Sefydlwyd dnvy GynlRun y Comisiwn ElusennaD M¢helln 6ed 1979 ac A addaswyd
Ionawr Iofed 1989 a hefyd Tathwedd 3ydd, 2014 2 GorffeDDaf 3ydd 2017)
***
RHIF COFRESTRU 525756
***
CYFRIFON AC ADRODDIAD BLYNYDDOL
ANNUAL ACCOUNTSAND REPORT
Am y cyfi]od Hydref l af, 2022, hyd at Fedi 30ain, 2023
sl
For the period October J , 2022 to September 3uh, 2023
***
Dwyryd Williams B.Add / B.Ed
Clercyr Ymddiriedolwyr / Clerk to the Tnlstees

Ymddiriedo
redol I Current Trnstees
* Mr Gerallt Wyn Hughes
M.Sc, ARILS, MRTPL DL.
Ty'n y Arth￿ [k)Igell￿ Gwyllethl
Apwiiwyd.. 21X>I
LL39 IYS
Y Cyngb(rydd MrsA.T. Lloyd Jones
LL36 9RU
Apwyntiwyd.. I￿)
•Ms. Margaret Rot*rLS
Garth Maelart. Dolgellaw Gwynedthl
Apwyliwyd.. 2014
LL40 2LS
Har￿ y GwynL Pencefi4 Dolgell
Apwyntiwyd: Mis Hydref 2014
35 lJwch y Maes Dolge112U
ApW￿tswyd. Mis Hydref 2014
LL40 2YP
Ms Elen Thomas
LL40 IGA
•Kirsty Wyn EdwaTds-Blockley
Cynghorydd Dysgwyr/Studeni Advisor
Coleg Meirion Dwyfor, Ffor(kl y C(*d
rknigellau, Gwyncikl
Apwyntiwyd.. Mis M*wrt￿ 2016
LIAO 2SW
•Mr Waller King
5 Nani Y Gader. 1knl8el1a￿ GwyDedd
Apwyniiwyd: Mis Gortyennaf, 2017
LL40 11,B
*Mr John Ladwaladr
Cefy<ll Ffordd Penttrf IkTrlgeIIa￿ G￿￿edd
Apwylltiwyd: Mis Rhagfyr, 2021
LL40 2YP
Miss Eliithth Cffiffiths
Gwynf< 12 Uwch y ￿ DO]gella￿ Gwynethl
Ap￿￿tswy￿. Mis Rhagfyr. 2021
LL40 IGA
Mr&' Eleri I,ewis•Smith
Lower sch￿)1 Hth￿. F[c￿d yr fkfyl8elJa
Gwymedd
Apwyniiwyd: Mis Rbagfyr. 2021
LL40 ILA
Yn
ehioli
A- Cyngor Gwynedd
B- Cyngor Tref Dolgellau
C - Aelod Cyfetholedi8
*Aelodau'r Pwyllgor Lleol
Clerc i'r Ymddiriedol
Dwyryd Williams B.Ad￿ Bryn Golaw Pencefy Dolgellaw Gwynedd, LL40 2YP
Fron: 01341423 4594
Felly, ar hyn o bry4 y mae naw ymddiriedolwr ¢yfetholedig a dau enwebedi8, sef Mr John
Cadwaladr yn cynrychioli Cyngor Tref Dolgellau a'r Cynghorydd Mrs Arme Lloyd Jones yn
cynrychioli Cyn8or Gwynedd.

CANLLAWIAU
Yn ystod y flwyddyn parhaodd yr Ymddiriedolwyr i ystyried ceisiadau am gymorth
ariannol yn unol a'r rheolau a adolygwyd parthed defnyddio'r incwm fel y'u cynhwysir
yng Nghynllun y Comisiwn Elusennau fel y'u diwygiwy4 sef:
Bydd yr Ymddiriedolwyr yn defnyddio incwm y Gronfa i hyrwyddo addysg plant
a phobl ifanc yn yr ystod oedran Blwyddyn Ysgol 5* hyd at 25 oed (ond nid yn
cynnwys ymgeiswyr 25 oed). mewn un neu ragor o'r ffyrdd canlynol:
(a) Trwy ddarparu cymorth ariannol, dillad, gwisgoediL offer, cyfarpar neu lyfrau er
galluogi'r cyfyw bersonau wrtb iddynt adael Ysgol, Prifysgol neu sefydliad
addysg arall i baratoi ar gyfer proffesiwn, crefft n¢u alwedigaeth:
(b) Trnyy ddyfarnu ys8oloriaethau neu Iwfansau cynhaliaeth er galluogi'r cyfryw
bersonau i deithio un ai yn y wlad hon neu dramor, er hyrwyddo eu haddysg.
(¢) ddarparu ysgoloriaethau neu Iwfansau cynhaliaeth er gailuogi'r cyfyw
bersonau i astudio c¢rddoriaeth neu gelfyddydau eraill, a
(ch) mewn ffyrdd eraill i hyrwyddo addysg gan 8ynnwys hyfforddiant torfforol a
chymdeithasol y cyfryw bersona
2. Gall yr Ymddiriedolwyr ddefnyddio incwm y Gronfa er hyrwyddo addysg
rsonau nad ydynt wedi cyrraedd 25 mlwydd oed trwy ddyfarnu i'r cyfryw
bersonau ysgoloriaethau i'w cynnal mewn unrhyw Ys801 Uwchradd Coleg
Addys8, Prifysgol neu unrhyw sefydliad addysg arall lyn cynnwys technegol a
phroffesiynol) a gymeradwyir gan yr Ymddiriedolwyr.
3. 0 fewn y cyfyn8iadau a ragnodir dan y Cynllun hw￿ bydd pob hawl gan yr
Ymddiriedolwyr i osod rheolau ar gyfer dyfarnu ysgoloriaethaw neu Iwfansau
¢ynhaliaeth neu fuddiannau eraill, yn cynnwys rheolau parthed gwerth a chyfnod y
dyfarniad yn8hyd a'r cymwysterau a'r dulliau o ddewis a dethol buddiolwyr.
4. Wrth ddefnyddio incwm dan y Cymal hwn bydd yr Ymddiriedolwyr yn rhoi
blaenoriaeth i:
(a) Cyn-ddis8yblion o Ysgol Dr Williams neu i ddisgynyddion hyd at blant i blant y
cyn-ddis8yblion hynny?
(b) Personau sydd yn preswylio, neu sydd a rhiant neu rieni yn proswylio yng nghyn-
ddosbarth Meirionnydd yn y drefn yna o flaenoriaeth.
O gadw at y rheolau blaenoriaeth a osodwyd 7 lawr yn 1979 mae'r ymddiriedolwyr wedi
sefydlu canllawiau parthed cymwysterau i dderbyn cymorth aTiannol gan dderbyn hefyd
y bydd yn thaid adolygu yn rheolaidd utthyw ganllawiau o'r fath.
* Y mae disyblionysgolyn cael mynediad i Flyddyn 5 ar ddechrau'r m&F Mediyn dilyn
em pen-blmyddyn naw oed

SYLWADAifR CLERC
Y dilyn cyfn(Ml y Covid roedd y tlwyddyn 2022.2￿13 yn debycach. o ran nifer yr y￿￿e1$wYr a
chyfanswm yr arian a dd(tsbarthwyd, i T btynyddoedd eyn y Covid.
Rhoddwyd sylw manwl i'r sefyl]fa gyllidol gydol y flwyddyn er mwyn sicrhau nad oedd yr atian a
daosbarthwyd yn mynd tu hwnt i r swm a oedd gan y Gronfa yn y banc. Gan fod y sefyllfa
aiiannol yn iach, ychwanegwyd l(f% i knb cymhorthdal a rannwyd rhwng Gorffennaf 2022 a
Bthagfyr 2022. Gan fod llai o arian wrth gefn erbyn mis lonawr 2023 penderfynvryd dychwelyd i'r
grnddfeydd arferol. gan wneud i ffwrdd a'r l(IY6 yd)wanegoL Roedd cyfanswm yr arian a
rannwyd ar ffurfgrantiau yn uwch yn y flwyddyn dan sylw nag mewn UDrhyw flwyddyn arall yn
hanes y Gronfa.
Roedd gallu'r ciere i fonitro'r incwm a'r gwariant tnvy gyfrwn8 y bancio ar-lein yn hwyluso ei waith
sylweddol.
Daliodd y llogau a ddaeth gan CCLA a BlaekRock eu tir yn rhyfeddol o dda eto eleni. Yn ystod y
flwyddyn ariannol 2022-2023 dosbarthwyd £71,088 ar ffurfgraniiau (o'i gymharn a £55.015 yn
2021-2022) a rhoddwyd cynwrth i 412 yrngeisydd (o'i gymhaN a 270 yn 2021-2022). Roedd 231
allan o'r 412 ymgeisydd yn rhan 0 8ais ar rdn gr￿P o ymgeiswyr e.e. ysgol neu goleg. Gwelwyd
Cynnydd ￿ y nifer o ymgeiswyr eleni. yn benr￿f ohenvydd bod nifer y teithiau addysgol a
drefnwyd gan ys801ion a cholegau trydyddol wedi wyddu yn di1￿ cythod y Covid.
Roedd yr incwm. sef y llogau ar y buddsoddiadau. ar gyfer 2021-2022, yn £&3,612 (o'i gymhanj a
£61,392 y flWYdd￿ ariannol fiaenorol). Gwariwyd cyfanswm 0 £6.449 ar weinyddu r Gronfa (o'i
8ymharu a £7.475 y flwyddyn aTiannol fiaenorol. Roedd gwarged (surplus) 0 £14.615 ￿ y flwydd￿l
2022123 (o'i gymharu a gwarged o £1.788 y flwyddyn fiaenorol). Mae'r gwarged ￿ 8allu amrywio'n
sylweddol o flwyddyn i flwyddyn yn dibynnu ar faint o arian a ddosbarthwyd ￿ y cyfnts
Gorffennaf i Fedi a faint o sieeiau sydd heb eu batieio ar ddiwedd y flwyddyn ariannol.
Y mae cost hanfodion megis amlenni. stampiaul papur ae inc ar gyfer yr argraffydd ayyb i gyd wedi
codi'n sylweddol yn ystod yn y flwyddyn ddiwethaf. gan ychwaDegu at y 8OSt o weinyddu'r Gronfa-
tybir y daw hyn yn fwy amlwg yn adrcddiad b1￿Yda0￿ 2023.24. Rydym yn ffodus fod Gwasg Nereus
(dan law Mr Dylan Nereus Jones) yn y Bala wedi eadw pris y ffurfienni cais yn rhesymol o isel yn
ystod y cyfnod dan sylw.
Braf lawn oedd cael croesawu Mrs Celia Waring o Ewmni CCLA i'r Cyfarfod y Pwyllgor Cyffredinol
ym mis Gorffennaf. Hi rydd yn gyfnfol am ofalu am fiJddsoddia(lau'r Gronfa gyda CCLA. Roedd wedi
paratoi adroddiad manwl ar ffurf llyfryn yn e8luro wt nue'n gofalu am y buddsoddiadau yn ein
Cronfa Ethigol. Pwysleisiodd ei bod ar gael knb amser i ddarparu gwybodaeth ac arweiniad. Roedd yr
Ymddiriedolwyr YD gytu-n fod ei hyTrweJiad wedi bod yn un buddiol lawn.
Yn y8tod y flwyddyn ffarweliwyd ag un o'n hymdditiedolwyr. sef MI￿ Rhian Edward4 Maes
Angharad. Roedd Rhian wedi egluro ei knd yn dymuno ymddiswyddo am resymau peTxonoL
Gellir rharLnu'r rhai a dderbyniodd gymorth gan y Gmnfa i gategorjau (8weler y graff ar y
dudalen nesafj. ynghyd a'r niferoedd ym mbob categori

THE c￿RK's COmmETr￿s
i¥
Following the Covid the year 2022.2013 was lllore similar. in teTllLS of the number of
applicanL8 3))d the total amount of money disrributed, to the pre.Covid yeaTh.
Detailed attention vns pid to the financial situation throu8hout the year to en8uTr that the
money distributed did not exceed the amount the F￿lld had in the banL A8 the Fmancial Situation
was healthy. l(Pkn was added to each grant distributed ikneen Juty 2022 and December 2022. As
there money in reserve by lanuary 2023 it was decided to return to the norn￿ rates.
doing away with the additional l(Y16. The totsl amount of money disuibuted in the form of 8fauLS
was greater in the year in question than in any other year in the Fund's history.
The clerk's abiliry to monitor incon)e and expenditure through Online banknng facilitated his
work significandy.
The interest payments reeeived from CCLA and Blackknk held their groutsj Surpri￿nglY well
again this year. During the financial year 2022.2023 £71.088 was distributed in the fon)y of granfs
(compared to £55.015 in 2021-2022) and supp)rt given to 412 applicants (compared to 270 in
2021-2022). 231 out of the 412 candidatu were part of an application on behalf of a group of
candidate8 e.& a 8¢hool or college. There was an increase in the number of applicant8 this yW•
mainly because the number of educauonal trips orgall￿ed by xhoo]s and ternary college8
increased followin8 the Covid perio
The income, which is the interest on the investtnent& for 2021-2022. was £63.612 (compared to
£61.392 the Previo￿ financial year). A total of Eh.449 was wt on the adMiri￿tiOn of the
Fund (compared to £7.475 the previous financial year). There was a surplus of £14.615 in the year
2022123 (compared to a surplus of £1.788 the previous year ).The surplwq can vary significantly
from year to year depending on how much money ts distributed iti the Tuly to September period
and how many cheques ren￿lti unbanked at the end of the financial year.
The cost of things such as envelopes, EKkS(age. paFr and ink for the printer etc. have all risen
Si8nificandy during the past year, addin8 to the Cosr of administerin8 the Fund- this wijl. in all
Ilkelihood. become more apparent in the 2023.24 annual reporL We are fOrnu￿te th#r Gwa88
Nereu8 (under Mr Dy]an Nere￿ jones) in Bala has kept the price of the appjication forn
reasonably low during the period in questio
It was very ple&8ing to be able to welcome Mrs Celia Waring from CCLA to the General
Committee Meeting in July. She is resF¥)D8ible for lookmg after the Fund's inVestn￿llts with
c￿￿. She had prepared a detailed repTh in tlke forni of a b￿klet expjaining how she Iwks after
the investmenrs ID our Ethical Fund. She emphasized that she was always available to provide
inforniation and guidance. The Tnwees agreed that her visit had been very beneficial.
Durin8 the year we bade farewell to one of our tn]stees, Miss Rhian FAward& Maes Angharad.
Rhian had explained thai the wisbed to resign for personal reason&
Those who received a grant from the Fund can be divided into (3re8ories (see the 8raph on the
next page). with the num1￿$ in each category.

DADANSODDIAD O'R CYMORTH A RODDWYD O RAN CATEGORIAU
AN ANALYSIS OF THE SUPPORT PROVIDED IN TERMS OF CATEGOIUES
Nlfer yr ymgeiswyr Ilwyddiannus ym mhob categori
Teithio
Ych
18
26
91
Teithiau add
169
412
The number of successful Applkants in ￿eb category
18
91
169

DADANSODDIAD O'R CYMORTH A RODDWYD O RAN CATEGORXAU
AN ANALYSIS OF THE SUPPORT PROVIDED tN TERMS OF CATEGORIES
AJnrywiol
ADY
Taiihio
Offeryn cerdd
Cerddoria•th
Chwaraeon
Telthl•u addy$801
DADANSODDIAD O'R GWARIANT I AN ANALYSIS OF THE EXPENDITURE
Gwelnyddu
Cyfvlfydd
G*T
Grantiau

Cyfansymiau a ddosbarthjvyd ar ffurf grantiau ers sefydlu'r Gronfa
Totals distributed as grants since the Fund was established
1979180
1980181
1981182
1982183
1983184
1984185
1985186
1986187
1987188
1988189
1989190
1990191
1991192
1992193
1993194
1994195
1995196
1996197
1997198
1998199
1999100
2￿)/01
2(K11102
2002103
2003104
2004105
2005106
2006107
2007108
2008109
2009110
2010111
2011112
2012113
2013114
2014115
2015116
2016117
2017118
2018119
2019120
2020121
2021122
2022123
£00 ?86
£01,164
£07.763
£03.411
£09.380
£11.788
£06.801
£13.082
£20.988
£17.715
£15.262
£33 ?57
£40,345
£32,431
£16,936
£18.699
£35.832
£41,736
£26.258
£34.476
£32.500
£31.710
£37,916
£27.800
£20.?00
£27.800
£40.000
£32.000
£39.000
£31.454
£41.841
£33.081
£61.457
£38.594
£58.992
£40.573
£44.713
£42.189
£47,629
£51,950
£45,850
£40,613
£55.015
£71,088

Independent Examlnerfs Report to the
Trustees of Dr. Daniel Williams. Edu￿tIonal Fund
Charity no. 525756
I report to the trustees on my examination of the accounts of the Dr. Daniel Williams, Educational
Fund (the Fund) for the year ended 30th September 2023.
Responsiblllties and basis of report
As the chanty trustees of the Fund you are responsible for the preparab.on of the accounts in
accordance with the requirements of the Charibes Act 2011 ('the Act,).
I report in respect of my examination of the Fund's accounts carried out under seth'on 145 of the
2011 Act and in carrying out my examination I have followed all the applicable Directions given by
the Charity Commission under section 145(5)(b) of the Act
Indèpendent examlnerfs Statemènt
My examination was carried out in accordance with
Commissioners. An examination includes a review of t
eneral Direth'ons
e accountin
iven b the Charity
and a comparison of the accounts presented with those records. It a
reco
any unusual items or disclosures In the accounts, and seekin
so includes consideration of
concerning any such matters. The procedures undertaken g explanations from you as trustees
would be required In an audrt and consequently no o
o not provide all the evidence that
present a true and fair view and the report Is limited to tRinion Is given as to whether the accounts
ese matters set out in the statement below.
Independent examlnarf$ statement
I have completed my examination. I confim) that no material matters have come to my attention in
connection with the examination giving me cause to believe that in any material respect..
1. accounting rec¥Jrds were not kept in respect of the Trust as required by section 130 of
the Act,. or
2. the accounts do not accord with those records.
I have no concems and have come across no other matters in connection with the examination to
which attention should be drawn in this report in order to enable a proper understsnding of the
accounts to be reached.
Mr. P. Horwood
Grffith. Williams & Co.,
Chartered Accountants.
36 Stryd Fawr,
Pwllheli.
Gwynedd
LL53 5RT
Date. 1511112023

DR. DANIEL WILLIAMS. EDUCATIONAL FUND
Charity no. 525756
RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 30TH SEPTEMBER 2023
2023
2022
Accumulated Income Fund
Income from Investmont
Charrties Official Investrnent Funds-
income units- dividend
51,938
51,153
Charishare Common Investrnent Fund-
dividend
10,128
9,756
Charinco Common Investment Fund-
interest
309
Charinco- BRIM interest
18
18
62,393
61,236
Interest on bank deposlts
Charities deposit account
1,219
1.219
156
63.612
61,392
Expendlture
Office administration and clerk's salary
Accountancy
6,449
690
7.475
690
(7.139)
(8,165)
Excess of income over administrakn'on expenses
for the year
56,473
53.227
Less grants awarded
{71,088)
(55,015)
Deficit of income over grants awarded
and pald transferred to accumulated Income fund £ {14,615)
£ (1.788)

DR. DANIEL WILLIAMS. EDUCATIONAL FUND
BALANCE SHEET AS AT 30TH SEPTEMBER 2023
Charlty no. 525756
2023
2022
Capltal fund
Balan￿ as at 301h September
1.202.866
1,202,866
Accumulated Income fund
Balance as at 1 St October
Deficit of income over grants
awarded and paid during the year
33.396
35.184
(14,615)
{1,788)
Balance as at 301h September
18,781
33,396
1,221,647
1,236,262
Represented In &￿ets and Ilabllltles as follows:
Capltal fvnd
Investments per schedule
Charities deposit account #1
Charities deposit account #2
HSBC Money manager
HSBC Treasurer account
1,166,683
13,300
21,185
15
1,683
1,166.683
13,300
21,185
1.683
1,202,866
Accumulatad Income fund
Cash at HSBC Bank..
Treasurer account
1,202,866
18.781
33.396
18,781
33,396
£1.221.647
£1,236.262
Reserves Policy.. The Trustees are of the opinion that the charity does not require a fonnal reserves
policy due to the fact that they re￿1ve a detailed monthly report on the financial situation and that
they adjust the rates of support distnbuts'ons in light of those reports. As a result, this ensures that
the accumulated income part of the Fund never becomes fully depleted.

DR. DANIEL WILLIAMS. EDUCATIONAL FUND
YEAR ENDED 30TH SEPTEMBER 2023
Charity no. 525756
Schedule of investment and movements
Capltal fund
Cost as Changes Cost as
durlng the
01.10.2022 year
Market
Market
value
value
30.09.2023 30.09.2023 30.09.2022
Charltles Officlal Investmont Fund
603224.74 Inwme units- Ethicd Fund 1.089,062
1,089.C62
1.684,686
1,662,668
Charishare Common Inv￿tment Fund
13760.276 UnltS- alc no.0000584&0001 22.608
[051
299.085 Units- alc no. 00005￿0￿]3
IB S JCKWJ Pnze Fundl
22,608
98.539
86,986
425
425
2.142
1,891
27794.021 Units- alc no 0000584PA1002 46.388
IAe¢umul8tion of In¢omel
46,388
199,035
175.700
Charlnco Common Investment Fund
5142.617 Unrts- alc no. OOIJ058￿rYjo1
1051
296.020 Units- ajc rK1. 00045710￿002
7,662
7.662
7.199
7,307
538
538
414
421
£1,166.683
£1,166,683 £ 1.992,015 £1.934,973