Barclays Official California Code Of Regulations Form - Department Of Corporations Of State Of California Page 2

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3. _____________________________________________________________
(State whether applicant is a corporation, trust or other entity)
4. Is applicant organized exclusively for educational, benevolent, fraternal, religious, charitable,
social, or reformatory purposes and not for pecuniary profit?
5. _____________________________________________________________
(Name and address of person to whom correspondence regarding
this request for designation should be addressed.)
6. Describe briefly the type of activities engaged in by the applicant.
7. There are attached hereto as exhibits, if applicable, the following which are hereby incorporated
by reference:
A. Financial statements, including a balance sheet of recent date and a profit and loss statement
for each of the three fiscal years preceding the date of the balance sheet. The balance sheet and
profit and loss statements should reflect all assets acquired from donors of property in
consideration of the payment to the donor or other persons of income or specified periodic
payments.
B. A list containing the complete names and other business affiliations of the directors, officers,
trustees and/or other persons who will be charged with the activities and operation of the
applicant.
C. A statement setting forth the scope and nature of any investment advisory services that the
applicant has utilized or proposes to utilize, or (if no such services are utilized) the investment
experience of the persons to manage the investment portfolio.

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