Trustees. Annual Report for the period
Period start date
. Period end date
Dtly
01
From
| Apri
?024
Section A
Reference and administration details
Charity name
Dr Moosaji D M Lockhat Charitable Trust
other names charity is known by
Registered charity number (if any)
1078165
Charity's principal address
22 Middleburg Close
Whitestone
Nuneaton
P05tcode
Cvll 6PZ
Names of the charity trustees who manage the charity
Dates acted if not for whole
ear
Trustee name
Office lif any)
Name of person lor body) entitled
toa
oint trustee
ifan
Dr Moosaji Lockhat
Dr Farhana Lockhat
Dr Hasseena Lockhat
Saleem Clegg
Mr Iqbal Dadabhai
10
12
13
14
15
16
17
18
19
20
Names of the trustees for the charity, if any, (for example, any custodian trustees
Name
Dates acted if not for whole
ear
TAR
March 2012

Names and addresses of advisers (Optional information)
e of adviser
Name
Address
Name of chief executive or names of senior staff members (Optional information)
Section B
Structure,
overnance and mana
ement
Description of the charity's trusts
Declaration of trust dated l June 1999 as amended by supplemental deed dated
14 October 1999
Type of governing document
How the charity is constituted
Charitable Trust
Trustee selection methods
Appointed by existing trustees
Additional governance issues (Optional information)
You may choose to include
additional information, where
relevant, about..
policies and procedures
adopted for the induction and
training of trustees.
the charity's organisational
structure and any wider
network with which the charity
work5;
relationship with any related
parties"
trustees, consideration of
major risks and the system
and procedures to manage
them.
Section C
Objectives and activities
Charity for third world countries especially India particularly health a nd education.
Provision of Hospital Services and clean water
Summary of
the objects of
the charity
set out in its
governing
document
TAR
March 2012

The trustees have had regard to the guidance issued by the Charity Commission on public benefit.
The trust has five properties and rent is one of the sources of the trust's income, along with
donations. The demand for the donations is increasing, however the income is finite, therefore we
have recently bought a further property for £105,000 which we anticipate will improve the
situation.
Summary of
the main
activities
undertaken
for the public
benefit in
relation to
these objects
(include
within this
section the
statutory
declaration
that trustees
have had
regard to the
guidance
issued by the
Charity
Commission
on public
benefit)
There have been no major donations this year.
Past major developments
D.M. Lockhat Hospital based in Surat, India, which was opened in 2011 by the D.M Lockhat family
and associates, though a contribution of £300,000. This hospital was running successfully until the
calamity of COVID-19 in 2022. The trustees of the hospital who managed it, based in Surat, were
una ble to travel abroad due to travel restrictions of the pa ndemic. This coupled with increasing
h05Pital admissions due to the parldemic, resulted in the closure of the hospital some 12 months
ago as expenditure well-exceeded income. This has come as a major blow to the local poor
community, who relied on the facilities of the hospital, and now may must travel further to access
necessary medical care, especially pregnant and in need of specialised attention.
The present hospital trustees and local management are inexperienced and not enthusiastic, as
such we believe that in order to reopen the hospital and operate it at the necessary level. a further
£500,000.00 is required.
When the hospital was initially being opened in 2011- in 2009110- myself, and my wife (who at
that time was also a trusteel, went personally to South Africa, Mauritius, and Reunion. as well as
collecting a fund in the UK. However, due to personal ill health and age, l am now unable to travel
abroad in order to personally collect funds. I hope that at some point in the near future we are
able to find some significant donors. in order to reopen the hospital soon and ease the suffering of
the local community.
Additional details of objectives and activities (Optional information
You may
choose to
include further
statements,
where
relevant,
about..
policy on
grantmakin
policy
programme
related
investment.
contribution
made by
volunteers.
TAR
March 2012

Section D
Achievements and performance
Summary of the main
achievements of the charity
during the year
Summary of the major activities of the past 18 months
The Mrs Z Lockhat Science Academy which opened in 2018, from which some
students have already graduated and attended Surat University, has been a
successful project.
Other donations include scholarships to higher education, which include board,
lodgings, and school fees for poor girls and boys is continuing.
Mass weddings, including dowry, in the last year around 40 marriages were
held.
Tailoring and computing classes for older women are ongoing.
Interest free loans, given to men and women hoping to start businesses have
helped to purchase sewing machines, and vendor carts to assist those people,
which ha5 been very successful.
After the year end, £105,000 of reserves were used to purchase further
investment property in order to gain further income for the trust.
TAR
March 2012

Section E
Financial review
The charity now has cash reserves in excess of £208,000 and together with the
annual property income and donations there is sufficient funding to support its
objectives for the foreseeable future including the objective to increase
revenues with the continued investment in rental properties.
Brief statement of the
charity's policy on reserves
Details of any funds materially
in deficit
Further financial review details (Optional information)
The charity operates with funding from regular donation5 made from the
Lockhat family and rental income from a portfolio of S properties in the UK.
You may choose to include
additional information, where
relevant about..
the charity's principal
sources of funds (including
any fundraising).,
how expenditure has
supported the key objectives
of the charity.,
investment policy and
objectives including any
ethical investment policy
adopted.
The charity will continue to provide grants to SUPPOrt medical and welfare
needs in India.
The charity has fixed investments in domestic property in the UK, these are held
to provide regular and long term funding to meet the charity's objects.
Cash reserves are held in low risk bank accounts in the UK.
The charity is planning on using reserves to buy additional properties and to
build up more sustainable income for the charity to meet its objectives in future
years.
Section F
Other optional information
Section G
Declaration
The trustees declare that they have approved the trustees, report above.
Signed on behalf of the charity's trustees
Signature(s)
Full name{s)
Position (eg Secretary, Chair,
etc)
Date
TAR
March 2012

CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's
report on the accounts
Section A
Independent Examiner's Report
Report to the
trusteeslmembers of
Dr Moosaji D M Lockhat Charitable Trust
On accounts for the year
ended
31 March 2024
Charity no
(if any)
1078165
Set out on pages
3&4
I report to the trustees on my examination of the accounts of the above
charity ("the Trust") for the year ended 31 March 2024.
Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation
basis of report of the accounts in accordan￿ with the requirements of the Charities Act
2011 ("the Act")
I report in respect of my examination of the Trust's accounts carried out
under section 145 of the 2011 Act and in carrying out my examination, I
have followed the applicable Directions given by the Charity Commission
under section 145(5){b) of the Act.
I have completed my examination. I confirm no other matters have come to
attention that giving me cause to believe that in any material respect..
Independent
examiner's statement
1. accounting records 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.
confirm that there are no other matters to which your attention should be
drawn to enable a proper understanding of the accounts to be reached.
Signed:
Date:
Name:
Gareth Jones for Deans (Staffordshire) Ltd
Relevant professional
qualification{s) or body
{if any):
Association of Certified Chartered Accountants
Address:
Deans (Staffordshire) Ltd
Gibson House, Hurricane Court, Hurricane Close,
Stafford ST16 1GZ

CHARITY COMMISSION
FOR ENGLAND AND WALES
Charity Name
Dr Moosaji D M Lockhat Charitable Trust
No lif anyl
1078165
Recei
ts and
ments accounts
CC16a
For the period
from
Period start dale
To
Period end dale
31.03.2024
01.04.2023
Section A Receipts and payments
Unrestricted
funds
to the nearest
Restricted
funds
Endowment
funds
Total funds
Last year
to thè n•argsl £
to th• noargst £
to thg neargst £
to the llearest £
A1 Receipts
Donations
HMRC Gift Aid
Inleresl
Rental income
Insurance claim
Council tax reluf
17.500
105
1.978
13,073
5,122
3,489
17,500
105
1,978
13,073
S,122
3,489
25,000
16,142
300
13,161
tota
ross Income for
AR)
41.267
41,267
54,603
A2 Asset and investment sales.
(see table).
Sub total
Total receipts
41,267
41,267
54.603
A3Pa
ments
Donations
Rental pr(>pert
Bank char
es
Accountanc
2,450
4,818
2,450
4,818
5,982
4.437
expenses
1,410
1.410
942
Sub total
8.693
8,893
11,376
A4 Asset and investment
urchases
see table
Investment
ro
ert
urchase
Sub total
Total payments
8,693
8,693
11.376
Net of receipts/(payments)
A5 Transfers between funds
Exchange rate movemènts
Prior year balance adjustment
A6 Cash funds last year end
Cash funds this year end
32,574
32,574
43.227
1303)
175,791
208.365
175,791
208.365
150.349
175,791

Section B Statement of assets and liabilities at the end of the period
Unrestricted
funds
to near•st £
Restricted
funds
to nèarest £
Endowment
funds
to nèarèst £
Categories
Dp.tails
B1 Cash funds
Lloyds12 accounlsl
208,340
Union 8ank held on Trust
10
Co-tsp bank held on Trust
Total cash funds
208,365
lagree balances wlth re￿IptS artd payments
accLxJntlsll
Unrestricted
funds
to nearest £
Restricted
funds
to neare51 £
Endowment
funds
to neartrst £
Details
Fund to whlch
assèt b•lon
Unre$tr￿¢led
Current valu•
tional
Detai15
Inve51menl Pfoperties
Cost {optlonall
269,033
B3 Investment assets
Fund to which
asset belon
Current value
tlonal
Detai15
Co$t loplionall
B4 Assets retained for the
charity's own use
Fund to which
lates
Amount due
nal
When due
tlonal
Details
B5 Liabilities
Signed by one or trustees on
behalf of all the trustees
Date of
roval
SignatLsre
Print Name

Dr Moosaji D.M Lockhat Charitable Trust UTR.. 4593258824 IRMark: VA2ZETGAM4FFLCMEPX20EMF47MRMQHW5. Page 1 of 15.
HM Revenue & Customs
Tax Return for the year ended 5 April 2024.
This is a copy of the information that will be transmitted to the HM Revenue & Customs On￿ authorised by you. The
copy includes all completed supplementary pages & attachments. Before transmitting the retum (or amendment)
information to HM Revenue & Customs using the Self Assessment Online Service, your tax adviser must provide you
with a copy of your tax return (or amended tax return) information for you to declare that the information is correct and
complete to the best of your knowledge and belief and approve submission to HM Revenue & Customs. If you give
false information or conceal any part of your income or chargeable gains you may be liable to financial penalties. It is
recommended that you retain a copy of the Tax Return (or amended tax return information) transmitted to HMRC.
The HM Revenue & Customs IRmark number assigned to your tax retum infomiation is..
VA2ZETGAM4FFLCMEPX20EMF47MRMQHW5
This number appears on each page of this copy, which is consecutively numbered from 1 to 15
The following details comprise the information to be sent electronically.
Name
UTR
Dr Moosaji D.M Lockhat Charitable Trust
4593258824
Where your Tax Return (or amended Tax Retum) contains a claim for a repayment and you require the repayment to
be sent to your bank, building society or other nominee. the relevant question within the return (or amended return)
must be completed.
Your signature confirms you have authorised HM Revenue & Customs to make any repayment arising from this return
to the nominee as detailed above.
Signature
Date

Dr Moosaji D.M Lockhat Charitable Trust UTR.. 4593258824 IRMark: VA2ZETGAM4FFLCMEPX20EMF47MRMQHW5. Page 2 of 15.
HM Revenue
&Customs
Trust and Estate Tax Return 2024
for the year ended 5 April 2024 (202k24)
Tax TefereT]Le
4593258824
Issue address
Date
0610412024
Dr Moosaji D.M Lockhat Charitsble Trust
22 Middelburg Close
Whitestone
Nuneaton
Warwickshire
CV116PZ
HM Revenue and Customs
Telephone
For
Reference
Phone
This notice requires you by law to send us a tax
retum giving details of income and disposals of
chargeable assets, and any documents we ask for,
for the year 6 April 2023 to 5 April 2024. We've
sent you this paper form to fill in, but you can
also file the tax retum online using our internet
se￿iCe (you will need to buy commercial
software).
Make sure the tax retum, and any documents we
ask for, reach us by:
31 October 2024 if you want us to calculate
the trust's or estate's tax or if you file a paper
tax return. or both, or
31 January 2025 rf you file the retum online
Whichever method you choose, the tax retum
and any documents asked for must reach us by
the relevant deadline or we will charge an
automatic penalty of £100.
If you file online, you have until 31 January to
file the tax return and you'll receive an instant
on-screen acknowledgement telling you that we've
re￿iVed it. You can still file online even rfwe've
sent you a paper tax retum. To file online.
go directly to our official website by typing
www.gov.ukltaxretumfomis into your internet
browser address bar. Do not use a search website
to find HMRC Se￿ICe$ online.
Make sure your payment of any tax the trust or
estate owes reaches us by 31 January 2025.
Otherwise you'll have to pay interest. and possibly
a late payment penalty.
We may check the Trust and Estate Tax Return.
There are penalties for supplying false or
incomplete information.
Calculating the trust's or estate's tax
You can choose to calculate the trust or estate's tax.
But rf you do not want to, and providing we re￿1ve
the retum by 31 October 2024. we'll work out the
tax for you and let you know rf there is tax to pay by
31 January 2025.
However, rf you file later than 31 October 2024 or
3 months after the date this notice was given, see the
Trust and Estate Tax Calculation Guide (sent with this
retum unless we know you have a tax adviser).
The Trust and Estate Tax Retum - your
responsibilities
We have sent you pages 1 to 12 of the tax retum.
You mighl need other fomis-'supplementary pages'_
rf the trust or estate had parbcular income or capital
gains. Use page 3 to check.
You are responsible for sending us a complete and
cJJrrect retum, but we're here to help you get it right.
Ways we can help you:
the Trust and Estate Tax Return Guide should
answer most of your questions, go to
www.gov.ukrtaxretumfomis
phone us on the number above
If this return has been issued to you after
31 July 2024, then you must make sure that you
fill it in and return it by the later of:
the relevant dates above, or
3 months after the date of issue
SA900 {TaxCalc) 2024
Page 1
HMRC 12123

Dr Moosaji D.M Lockhat Charitable Trust UTR.. 4593258824 IRMark: VA2ZETGAM4FFLCMEPX20EMF47MRMQHW5. Page 3 of 15.
INCOME AND CAPITAL GAINS for the year ended 5 April 2024
Step 1
read the
notes in
11 If you're the truslee of a bare Irust (except an unauthorised unit Irust), that is, one in which
the Trust
the beneffciary(iesl hasthave an immediate and absolute tide lo both capital and income, you can
and Estate
go straight to Question 17 on page 10. Do not tid( the box if you choose to complete the retum.
Tax Return 21 If you're the personal represeniative of a deceased person and completing this tax return for a
Guide
period of administration and all the F)oints below apply..
all the income arose in the UK
you do not want to claim relief (Questions 10A and 10B)
no annual payments have been made out of capital (Question 11)
all income has had tax deducted before you received it
there are no accrued income profits or losses. no income from deeply dis(x)unted securities. gilt
strips, company share buy-backs. offshore income gains, or gains on lrfe insurance policies, life
annuities or capilal redemption t)olicies where no tax is treated as having been paid on the gain
no capital payments or benefits have been received from a non-resident, dual residenl or
immigrating trust
then, rf you've made no chargeable disposals, go straight to Question 17 on page 10.
If you've made chargeable disposals. answer Questions 5 and 6 at Slep 2 and then
Questions 17 to 22.
You may not have to answer all the questions in this tax retum.
TicJ( rfthis applEs
31 If you're the trustee of an interest in possession trust (one which is exdusively an interest
in possession trust), and..
no income arose to the trust. or
all trusl income is re￿iVed directly by the beneficiary(ies). or
all the income arose in the UK and has had tax deducted before you received it, or
part of the income is r￿1Ved direcuy by the beneficiary{iesl and the part that is not
received directly by the beneficiary{ies} comprises only income arising in the UK which
has had tax deducted before you receive it
and all of the followng points apply
the answer will be 'No' in box 8.13 of Question 8
there are no accrued income profrts or losses, no income from deeply discounted
securities, gilt strips, company share buy-backs, offshore income gains, or gains on lrfe
insurance policies. life annuities or capital redemption policies
you do not wish to claim reliefs (Questions 1 OA and 10BI
no annual payments have been made out of capital (Question 11)
no further capital has been added to the setuement (Question 12)
no capital payments have been made to, or for the benefit of, relevant children of the settlor
during their lifetime {Question 151
the trust has never been non-resident and has never received any capital from another
trust which is, or at any time has been, non-resident (Question 161
then, rf you've made no chargeable disposals, go straight to Question 17 on page 10.
If you've made chargeable disposals, answer Questions 5 and 6 at Step 2 and then
Questions 17 to 22.
41 If you're the trustee of a charitable trust you must complete the charity supplementary pages
as well as this form..
rf you're claiming exemption from tax on all your income and gains, you can go straight
to Question 7. You should answer Questions 10 and 11, if appropriate, and complete
Questions 19, 20, and 22
rf you're claiming exemption from tax on only part of your income and gains, you must
answer Questions 1 to 9 for any income for which you're not claiming exemption -
you should answer Questions 10 and 11, rf appropriate, and complete Questions 19, 20 and 22.
51 In any other case, including rf you're the trustee of an unauthorised unit trust, you should
go to Step 2.
Step 2
Answer Questions 1 to 7 and 23 to check rf you need supplementary pages to give detsils of particular
income or gains. The notes in the Trust and Estate Tax Retum Guide will help. When you've answered
Questions 1 to 7 and Question 23. answer Question 8.
Go to www.gov.ukrtaxrelumfoms to download any supplementary pages that you need. Make sure you
download the supplementary pages for the Trust and Estate Tax Retum.
SA900 {TaxCalc) 2024
Page 2
HMRC 12123

Dr Moosaji D.M Lockhat Charitable Trust UTR.. 4593258824 IRMark: VA2ZETGAM4FFLCMEPX20EMF47MRMQHW5. Page 4 of 15.
INCOME AND CAPITAL GAINS for the year ended 5 April 2024
Q1
Did the trust or eslate make any profft or loss from a sole trade?
Read the note for this box in the Tmsl and Eslale Tax Relum Guide
Make sure you have the supplementary pages you
need. ti¢k the box below when you have got them
Trust and estate trade
Yes
Q2 Did the trust or estate make any profft or loss or have
any other income from a partnership.
Did the trust or estate receive any UK property income?
Yes
Trust and estate partnership
Q3
Ye5
Trust and estate UK property
Did the trust or estate receive any income from
foreign companies or savings institutions, offshore
funds or trusts abroad. land and propety abroad.
or make gains on foreign life insurance policies?
Is the trust or estale claiming relief for foreign tax
paid on foreign income or gains, or relief from UK
tax under a Double Taxation Agreement?
Yes
Ye5
Trust and estate foreign
Q5 Capital Gains Tax
Did the trust or estate dispose of chargeable assets?
Answer 'Yes' if the trust or eslate disposed of chargeable
assets and details of the gains or losses made are
required in this retum. Read the note for this box in the guide.
Ye5
Answer 'Yes' if you want to make a claim or election
for the year
Yes
Trust and estate capital gaSns
Q6 Is the trust daiming to be not resident in the UK. or dual resident
in the UK and another country for all or part of the yea
Yes
Trust and estate non-residence
Q7 Is the trust claiming total or partial exemption from
tax because of its charitable status?
Yes
Trust and estate charities
Q23 Pensions- in the (3se of an estate. ar8 there any tax tharyJes andlor
taxable lump sums? Read the note for this box in the guide.
Yes
Estate pension charges etc
Q8 Read the notes for this question in the guide. Answer all the quests"ons.
Are you completing this tax return..
for a period of administration
No
Yes
as the trustee of an unauthorised unit trust
as the trustee of an employment related trust
as the trustee of a Heritage Maintenance Fund
as the tnjstee of an Employer Financed Retirement Benefit Scheme {EFRBS)?
If this happened during the return year enter the date the EFRBS first became
operative in box 21.9
If you're a trustee..
can any settlor (or living setuorfs spouse or civil partner} benefit from
the capital or income?
are you a participator in an underlying non-resident company
la company that would be a dose company if it were ￿Sident in the UK}?
is the trust liable to Income Tax at the special trust rates (the trust rate of 450
or the dividend trust rate of 39.350kn) on any part of the income or would it be on
any income above the standard rate band (for example, you have discretion about
paying income to beneficiaries)?
has a valid vulnerable beneficiary election been made?
8.10
8.11
8.12
8.13
8.14
8.15
8.16
8.17
8.18
Step 3 Now fill in any supplementary pages before answering Questions 9 to 22, as directed.
Please use blue or black ink lo fill in the Trust and Estate Tax Retum. Please do not include pence.
Round down income and gains. Round up tax credits and tax deduclions. Round to the nearest pound.
SA900 (Taxcalc) 2024
Page 3
HMRC 12123

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INCOME for the year ended 5 April 2024
Q9 Did the trust or estate receive any other income not already
included on the supplementary pages?
Yes
If Yes. fill in box8s 9.1 to
9.26 as appropriate.
If you wish. you may in the following circumstances leave blank some of boxes 9.1 to 9.26=
a) if you're the trustee of an interest in possession trust (one which is exclusively an interesl in possession Irusti,
you may exclude income which has had tax deducted before you re￿iVed it unless
(il that income has not been received direcuy by the beneficiary and there are accrued income scheme losses to
set against the interest or you're claiming losses against general income, or
(ill its exclusion would make you liable to make a payment on account which would not be due if you included it -
see page 15 of the Trust and Estate Tax Calculation Guide conceming payments on account before following
this guidance
b) rf you're Ihe personal representative of a de￿Sed ￿s0￿. you may exdude incorne which has had lax deducted
fore you r￿￿ed it unless there are a￿Ued inwme sdEme losses lo set against the inleresl. If Ihe reliefs claimed at
Quests'on 10A on page 6 excEed untaxed income, you will need to indude estate inwme that has had tax deducted to
make sure a repayment can be calculat&
Have you received any taxed incorne which you are not induding in this
Trust and Estate Tax Return because (a) or {b) above apply.
Yes
Interest and alternative finance receipts
Tax8ble amunl
Untaxed UK interest and altemative finan￿ receipts - read the noles in the guide
9.1
Taxed UK interest and altemative finance receipts
re￿1 the nut*" In guKk
(do indude Prc¥trty
In(£nk D6trlxJtKY61
thwnt after tsx tsken off
Tax laken off
Gross amaunt before tax
9.2
9.4
National Samngs & Investsnenls (other than First opt￿ B(MKts, Guaranteed Grrmth Bonds
and Guaranteed Ino)me BorKlsl
TÈxatAÈ amrxjnt
National Sawngs & Investments, First
Option Bonds, Guaranteed Growth
Bonds and Guaranteed Income Bonds
Taxable armunl
9.6
Other income from UK
savings and investments
lexcepl dividends)
Amrxjnt after tax taken off
Tax taken off
Gross amount before lax
9,7
9.8
9.9
SA900 {TaxCalc) 2024
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Dr Moosaji D.M Lockhat Charitable Trust UTR.. 4593258824 IRMark: VA2ZETGAM4FFLCMEPX20EMF47MRMQHW5. Page 6 of 15.
INCOME for the year ended 5 April 2024
Dividends
Dividends from UK companies (but
excluding Property Income Distributions
from UK Real Eslate Investment Trusts or
Property Authorised Investment Funds)
Totsl dimdend
9.10
Dividend distributions from UK
authorised unit Irusts and open*nded
investment companies
Total dividendldislribulion
9.11
Total diwdend
Stock dividends from UK companies
9.12
Bonus issues of securities and redeemable
shares and loans written off
T8xatAe amwnt
9.13
Gains on UK life insurance policies. life annuities and capital redemption policies
Amounl of gain
on which no tax is treated as paid
9.14
Tax trEated as paid
Atnounl of gain
on which lax is Ireated as paid
9.15
9.16
Other income
Other income linduding Propety
Income Disthbulions from UK Real
Estsle Investment Trusts or Prorwiy
Authorised Investrnent Funds)
Ar￿Unt after lax tsken df
Tax laken off
Gross aryunl before tsx
9.17
9.18
9.19
Losses tmght fr*wa
L08ses usèd In 202X4
9.20
9.21
202>24 tsrried ferward
9.22
Deemed income - read Ihe notes in the guide
TaX8￿e anTrJunt
Accrued Income Scheme profits and deeply discounted securities
9.23
Taxable arnDunl
Other deemed income etc
9,24
Taxable 3rnDunl
Company purchase of its own shares
box 9,25 not in use
9.26
Q9A Standard rate band
Amounl of standard rale band - ￿ad the noles in the guide
9A.1
SA900 {TaxCalc) 2024
Page 5
HMRC 12123

Dr Moosaji D.M Lockhat Charitable Trust UTR.. 4593258824 IRMark: VA2ZETGAM4FFLCMEPX20EMF47MRMQHW5. Page 7 of 15.
OTHER INFORMATION for the year ended 5 April 2024
Q10A Do you want to claim any reliets or have you made
any annual payrnenls, or patent royalty payments?
If Yes, fill in tJ)xes 10.1A to
10.7A andlor 10.1B to 10.1C as
appropriate. If wt applicable,
go to question 11.
Yes
Personal represenlatives.. interest on loans and paymenls made under altemalive
finance arrangements to pay Inheritance Tax
Arr￿n1 of paymnt
10.1A
Amuni ofpayrr*nt
Tax taken off
Gross arnount
TNstees.' annual payments
10.2A
10.3A
10.4A
Arnowrtof payrrEnt
Tax tsken off
Gross arfvJunt
Trustees.. patent royalties
10,5A
10,6A
10.7A
Q1 OB Do you want to claim special Income Tax treatment where a valid
vulnerable beneficiary election has effect?
If Y88, fill ITh box 10.1B. If not
applicable, 9D to question 11.
Yes
Amount of relief claimed
10.1B
Q10C ETnployee Benefit Trusts- do you want to claim relief for
discretionary employment income payments?
If Yes. fill in box 10.1C. If not
8pplicable, go to question 11.
Yes
Amount of relief claimed - read the notes in the guide
10.1C
Q11
Were any annual payments made out of ￿pital or out of
income not broughl into charge to Income Tax?
If Yes, fill in boxe5 11.1 to 11.3
as appropriate. If not applicable.
go to question 12.
Yes
Amount of payThenl
Tax t*en off
Gros5 ¥mounl
Annual payments
11.2
11.3
If you're a personal representative. go to Question 17. Do not fill in Questions 12 to 16.
If Yes. fill in boxes 12.1 to 12.9
as appropriate. If not applic8ble,
go to question 13.
Q12
Have any assets or funds been put into the trust in year 202>24?
Yes
Setuorfs name and address
12.1
122
Postcode
Value of assel
12.3
Setuofs name and address
12.4
12.5
Postcode
Valu8 of ass?1
12.6
SA900 (Taxcalc) 2024
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HMRC 12123

Dr Moosaji D.M Lockhat Charitable Trust UTR.. 4593258824 IRMark: VA2ZETGAM4FFLCMEPX20EMF47MRMQHW5. Page 8 of 15.
OTHER INFORMATION for the year ended 5 April 2024
Q12
Contlnued
Settky's name and address
Descript￿ ol asset
12.7
12.8
Poslcode
Value of assèt
12.9
If you ticked box 8.15 in Question 8, on page 3, do not complete this page- please go to Question 16 on
page 9 and cary on filling in the tax relum.
If you have ticked box 8.16 in Question 8. on page 3. ￿mplete Questions 13 to 15A Othetwse. go to Question 16.
Q13
Is any part of the trust Income not liablo to tsx at
the special trust rates?
If Yes. fill in Lx)xe5 13.7 to 13.21
below. Otherwise, fill in
b)xes 13.19 to 13.21 only.
Yes
Boxes 13.1 to 13.6. 13.9. 13.10. 13.15 and 13.16 are not being used
Income to beneficiaries whose entiuement is not subject to the trustees. (or any other pe￿on's} discretion
13.7
Amount of income chargeable al the dividend ordinary rale
Trust management expenses applicable to the income in 13.7
13.8
Amount of income chargeable at the basic rate
13.11
Trust management expenses applicable to the income in tox 13.11
13.12
Income allocated to specific purposes
Amount of income chargeable al the dividend ordinary rate
Trust management eX￿nSeS applicable to the income in iK)x 13.13 Ill
13.14
13.13
Amount of incorne chargeable at the basic rate
13.17
Trust management exF*nses applicable to the income in box 13.17
13.18
Trust management expenses
Total amount of deductible trust management expenses
read the notes in the guide
13.19
Totsl of ¢olumn above
Expenses set against income not liable at the special trust rates
13.20
Total income nol liable lo UK Income Tax and not induded elsewhere
on this Trust and Estate Tax Retum (non-resident trusts only)
13.21
Q13A Is this a settlor-interested trust where part of the
in¢ome is not settlor-interesled?
Complete box 13A.1 only if you have ticked both boxes 8.12 and 8.16 and part
of the trust income, vthi¢h is liable at the special trust rates. is nol selUor4nterested.
If Ye5. u)rnplete box 13A.1. If not
applicable, go to question 14.
Yes
Amount of tax pool applicable lo income that is not
settlor-interesled
read the notes in the guide
13A.1
SA900 (Taxcalc) 2024
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Dr Moosaji D.M Lockhat Charitable Trust UTR.. 4593258824 IRMark: VA2ZETGAM4FFLCMEPX20EMF47MRMQHW5. Page 9 of 15.
OTHER INFORMATION for the year ended 5 April 2024
If you ticked box 8.15 in Question 8, on page 3, do not complete this page - please go to Question 16 on
page 9 and carry on filling in the tax retum.
If you have ticked tK)x 8.16 in QLEStK)n 8. on page 3. comFAete Questi￿6 13 to 1A Otherwise, go lo Question 16.
Q14
Have discretionary payments of income been made
to beneficiaries? Trustees of Heritage Maintenance Funds: do not
omplete these boxes for expenditure on heritage property-
Read the notes on this section In the guide before filling in these boxes.
Name of benefiaary
If Yes. fill in boxes 14.1 to 14.15 as
appropriate. Oth8rwis8, fill in box
14.15 only.
Yes
Nel payment
ridK the tox if the
benefiaary was a
re￿vant child of the
settlor and the setyor
was alive when
payment was made.
14.1
14.2
14.3
14.4
14.5
14.6
14.7
14.8
14.9
14.10
14.11
14.12
14,13
14.14
Amount. if any. of unused tax pool brought forward from last year lenter'o, rf appropriatel
14.15
Q15
Have the trustees made any capital payments to. or for
the benefit of, relevant children of the settlor
during the settlorfs lifetime?
If Yes. fill in iK)x 15.1. If not
applicable, go to question 15A.
Yes
ArTh)unt pai¢
Total capital payments to relevant children
15.1
Q15A Were there capital transactions between the trustees and
the settlors?
If Yes. fill in iK>xe5 15A.1 tts
15A.12 as appropri8te. If not
applicable, go to question 16.
Yes
Capital transactions between the trustees and settlors - read the notes on this section in the guide
and enter the namels} of the settlorlsl in the Ad(Jib"onal Inforniation. box box 21.9
Dale
NarrE of (xNnpany (rf appropriatel
15A.1
15A.2
15A.3
15A.4
Posteode
Date
ArrK)unt
Narre of c¢Nnpany Irf appropriatel
15A.5
15A.6
15A.7
Regi5terel office
15A.8
Postcode
Date
NaftE of CLKnpany Irf aFprowatel
15A.9
15A.10
15A.11
Reg￿ter￿ offi
15A.12
Postcode
SA900 {TaxCalc) 2024
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Dr Moosaji D.M Lockhat Charitable Trust UTR.. 4593258824 IRMark: VA2ZETGAM4FFLCMEPX20EMF47MRMQHW5. Page 10 of 15.
OTHER INFORMATION for the year ended 5 April 2024
Q16 Has the trust at any time been non-resident or received any capital
from another trust which is, or at any time has been, non-resident?
Yes
If Yes, ￿ad the notes on this
section in the Trust and Estate Tax
Retum Guide and. if appropriate,
fill in box 16.1. If not applicable,
go to questK)n 17.
If Yes. have the trustees made any capltal payments to. or provlded
any benefits for, the beneficiaries?
Yes
Total capital payments or value of benefits provided
16.1
Please give details of the payments in box 16.1 in the boxes below. If there are insufficient tKpxes please provide the additional
details on a separate sheet.
Nam8 of benefiaary
Name of t*Tr8ficiary
16.2
16.3
Address of benefioary
Address of trmeficiary
16.4
1&5
Postcode
PostClKle
ArTKxJnVvalue of paytnentfbet
AJT￿ntIYa1ue of paymenvbenefit
16,6
16.7
Name of benefiaary
Name of tr*neficiary
16.8
16.9
Addr8ss of benefiaary
Addrass of
16.10
16.11
Postcode
PoStC￿Je
Ar(wnlfvalu8 CO payTn8nllban8ffl
AmounVvaluÈ of paym8nffl)8n8fit
16.12
16.13
Natne of benefiaary
Name of bpnpficiary
16.14
16.15
Address of benefiaary
Address of
16.16
16.17
Poslcode
Postcode
ATnountlv31ue of paytnetrtlbet
ArnDuntlvalue of paymenvbèntfit
16.18
16.19
If you've received capital from any other trust which is. or at any time has been, non-resident please provide the following details.
Namè of Itust
Data trust sat up
16.20
16.21
Address of trustee
Am(xJnt of value re￿wed
16.22
16.23
Postcode
SA900 {TaxCalc) 2024
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Dr Moosaji D.M Lockhat Charitable Trust UTR.. 4593258824 IRMark: VA2ZETGAM4FFLCMEPX20EMF47MRMQHW5. Page 11 of 15.
OTHER INFORMATION for the year ended 5 April 2024
Do you want to calculate the tax?
To get the Trust and Estate Tax Calculation Guide. go to vhvw.gov.uldtaxretumforms
Yes
If Y8s, do it rth¥ and th8n fill in
boxes 17.1 to 17.10 below.
Q17
Total tax due for 202>24 before you made any payments on accounl
Ipul the amount in brackets if an overpayment)
17,1
Tax due for eadier years
17.2
Tick box 17.3 if you've Izlculated tax overpaid for earlier years and
enter the amount in box 17.4
17.3
17.4
Tick box 17.5 rf you're making a claim to redu￿ your payments on
account. Enter your redU￿d payment in box 17.7 and say why in
the 'Additional information. box, box 21.9
r￿k box 17.6 rfyou do
not need to make
payments on account
17.5
17.6
Your first payment on account for 2024-25 (include the pence)
17.7
Tick box 17.8 if you're claiming a repayment of 202&k25 tax now
and enter the amount in box 17.9
17.8
17.9
Pension charges due - enter the amount from tx)x 27 of the Working Sheet in the Notes
on Estate Pension Charges et
17.10
Q18
If the trust or estate has paid too much tax do you want to
claim a repayment?
Ilf you do not lick 'Yes', or the tax overpaid is below £10. we'll use the
amount you're owed to reduce the nexi tax bill.)
If Yes, fill in boxes 18.1 to 18.12
as 3ppropriate. If not applicab￿.
go to question 19.
Ye5
If the tax has been paid by credit or debti card. we will always ty tr) repay back to the card ffirsl before maknng any repayment
as ￿quested bdow.
Should the repayment lor payment) be sent=
If you do not have a bank or building society account,
read the notes for this question in the guide,
bcK tK>x 18.6A
lo your bank or building society a(￿unt?
Tick box 18.1 and fill in toxes 18.3 10 18.7
18.1
18.8A
or
lo your nominee's bank or building society
account? Tick box 18.2 and fill in
boxes 18.3 10 18.7 and boxes 18.9A
10 18.12 as required
If you would like a cheque to be sent lo
your nominee, lick box 18.8B and fill in
boxes 18.9A to 18.12 as required
18.2
18.8B
If your nominee is your adviser, b.ck box 18.9A
18.9A
Name of bank or building society
Adviserfs reference for you lif your nominee is your adviser)
18.3
18.9B
l authorise
Name of account holder
Name of your nominee or adviser
18,4
18.10
Address of nominee or adviser
Branch sort code
18.11
18.5
Account number
18.6
Postcode
lo receNe on my behalf Ihe amount due
Building society ￿feren
18.12
Thi5 authority must bp signed by you. A photocopy of your
signalure ￿11 not do.
18.7
Signature
SA900 {TaxCalc) 2024
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HMRC 12123

Dr Moosaji D.M Lockhat Charitable Trust UTR.. 4593258824 IRMark: VA2ZETGAM4FFLCMEPX20EMF47MRMQHW5. Page 12 of 15.
OTHER INFORMATION for the year ended 5 April 2024
Q19
Please provide a daytime phone number in case we need to ¢onta¢t you with any questions about the
information you have provided in this return or in the Trust Register
For more Information about the Trust Register, go lo www.gov.uk.,'Irusl8-laxeslregistering-a-trust
Your daytime phone number (including the area c(NJe)
19.1
Q20
You have a responsibility to ensure the infonnation you have supplied on the
Trust Register is accurate and up to dale to the best of your knowledge and belief.
Tlck thls box If there have been any changes or addltlons to the people assoclated
with the Irust, and you've provided the updated details on the Trust Register
or you've confinned on the Trust Reglster that there have been no Changes to the trust.
20.1
These people include trustees. personal representakn"ves. benefiuaries. members of the dass of beneficiaries, set￿orS,
protectors, agents or any other natural person exercising effective control over the trust.
Q21
Other inforniation
If you're ¢(￿pIe￿r0 this Trust and Estate Tax Retum as a Fersonal represenlative,
please enter in Ix*X 21.1 the date of death of the d￿￿J.
Dale
21.1
Dale
If the administration period ceased in the year io 5 April 2024. please enter in box 21.2
the date of cessation.
21.2
If the administration peri￿ (Eased ITr the year to 5 April 2024 and there is a tnjst txeated by the detEased's
11 or the rules of intestacy that apFAy in England & Wales, FAease tid( tK)x 21.3. Read the notes in the guide.
If you are a trustee and the trust was terminated in the year to 5 April 2024 please enter in
box 21.4 the dale of temiination and, in the 'Additional information. box. box 21.9. the
reason for termination.
21.3
Date
21.4
If this Trust and Eslale Tax Retum contains any figures that are provisional because you do not
yel have final figures. please tick box 21.5. Read the n-lei for this question in the guide
If 8ny 202>24 tax was reftjnded directy by the HM Revenue and Customs offi￿. or (personal
rep￿Se[rt8tiVes only} by the JOb￿ntre Plus (in Northem Ireland, the s￿81 Security Agency),
please enter the amount in box 21.6. Do not indude any refunds of excessive payme[￿ on
account or any Gift repayments daimed from HMRC Chattties.
21.5
Arnount
21.6
Disclosure of tax avoidance schemes
Read the notes about boxes 21 .7 arid 21 .8 in the Trust and Estate Tax Retum Guide.
Tax year in whith the expected
advantage arises - year ended 5 April
Scheme reference number or promoter reference number
21,7
21.8
Please do not include any changes of Circumstan￿ (for example. name and address) relating to the lead trustee,
other trustees, settlors, beneficiaries, dass of beneficiaries, protectors, 2gents or any other natural person exercising
effective control over the trust in tKlX 21.9.
SA900 {TaxCalc) 2024
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Dr Moosaji D.M Lockhat Charitable Trust UTR.. 4593258824 IRMark: VA2ZETGAM4FFLCMEPX20EMF47MRMQHW5. Page 13 of 15.
OTHER INFORMATION for the year ended 5 April 2024
21,9
Additional infoThation
Q22
Declaratlon
I h8ve filled in 8nd am sending back to you the following Tnjst and Estate Tax Relum pages..
1 to 12 of this form
Trust and estate UK property
Trust and estate non-residence
Trust and estate trade
Trust and estate foreign
Trust and estate charities
Trust and estate partnership
Trust and estate capital gains
Before you send the completed tax return back you must sign the statement below.
Estate pension charges etc
If you givg false infomiation or Conceal any part of trust or estate income or chargeable gains. you may be liable
to financial penaltigs andlor you may be prosecuted.
22.1
The information I have given in this lax Telurn is ¢orrKt and complete to the bgst of my knowlgdg9 and bgligf.
Signature
Date
Please print your name in box 22.2
Errter the capacity in which you're signing in box 22.3
22.2
SA900 {TaxCalc) 2024
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Dr Moosaji D.M Lockhat Charitable Trust UTR.. 4593258824 IRMark: VA2ZETGAM4FFLCMEPX20EMF47MRMQHW5. Page 14 of 15.
HM Revenue
& Customs
Name of trust
Dr Moosaji D.M Lockhat Charitable Trust
Trust and Estate Charities
for the year ended 5 April 2024 (2023-24)
Name of charity, if different
Tax reference
593258824
If you want help, look up the box numbers in the notes on Trust and Estate Charities. For help filling in this form, go to
www.qov.ukltaxreturnforms hnd read the notes and helDsheets.
Claim to exemption
Charity repayment reference
R36529
Charity Commission Registration Number or
Scottish Charity Number
If the tmSt is a charity are you claiming exemption from tax on
all or part of your income and gains?
Have all income and gains that you're claiming to be exempt
from tax been, or are they to be, applied for charitable purposes?
1078165
Yes
Yes
Return period
Are you returning information for the year ended 5 April 20247
Yes
If not, what period does this ￿turn cover?
Period begins
and ends
Are you enclosing accounts with the return?
Yes
If 'No', explain why
Repayments
Incorne Tax
Amount already claimed from HMRC Charities
Total repaymentlpayment due
and
Boxes 7.7. 7,9.
7.11 and 7.13
are not in use
further repaymentlpayment due
7,10
or
amounts overclaimed
7.12
Have you included the amount in box 7.1 O in any
repayment claim from HMRC Charities?
Yes
Income on Ni'hich Jou're claiming exemption
You should enter non-exetnpt amounts in the appropriate parts ol the lax retuin.
Total tumover from exempt trading activities
7,14
Investment income
7,15
1,978.00
• UK land and buildings income
7,16
13,072.00
Gift Aid
7.17
17,605.00
Other charities
7.18
Legacies
7.19
Gifts of shares or securities received
7.20
Gtfts of real property r￿e1Ved
7.20A
Other sources
7.21
8,611.00
SA907 {TaxCalc) 2024
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HMRC 12123

Dr Moosaji D.M Lockhat Charitable Trust UTR.. 4593258824 IRMark: VA2ZETGAM4FFLCMEPX20EMF47MRMQHW5. Page 15 of 15.
Expenses as inLluded in the Lhariti" aLLountS
Trading costs
7.22
UK land and buildings
7.23
4.818.00
All general adminirtration costs
7.24
1,425.00
I granis and donations made in the UK
7.25
2,450.00
All grants and donations made outside the UK
7.26
Others (not entered elsewhere on the retum)
7.27
269,033.00
Assets
th5P05aL% in
Held at S April 2024
Tangible fixed assets
269.033.00
UK investments {excluding controlled companies)
7.30
7.31
Shares in, and loans to, controlled companies
7.32
7.33
Oversea5 investments
7.35
Loans and non-trade debtors
7.36
Other current assets
7.37
208,365.00
Were all investments qualifying ('approved charitable.) investments. and were loans
made qualifying loans, within Section 558 and sectior) 561 ITA 20077
Yes
Value of any non-qualifying (non 'approved charitable.) investments and loans
7.38
Number of subsidiary or associated companies the charity controlled at 5 April 2024
7.39
Claim
I claim exemption from tax
Signature
Print name in
full here
Date
Status or capacity in which you are signing
7.41
7.42
Additional infomiaiion
SA907 {TaxCalc) 2024
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HMRC 12123