Conflict of Interest Policy Agreement

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Year

Name(Required)

First Last

Timeframe: 7/1/2024-6/30/2025

Other Nonprofit Organization Interests(Required)

Do you have any potential conflict with other Nonprofit Organization Interests?

Potential conflicts or the appearance of conflicts can come from alliances with other nonprofits that may seek grants from, or compete for donors with, OCCF or our Affiliated Funds. This could be board service for another nonprofit, significant support for or employment at another nonprofit for you or a family member.

Yes

If yes, please specify.(Required)

Business Interests(Required)

Do you have any potential conflict with Business Interests?

Potential business conflicts or the appearance of conflicts can come from your or a family member’s presence on the board of a business, ownership of a business, real estate interests related to OCCF or Affiliated Fund grantees or business partnerships with OCCF or Affiliated Fund donors.

Yes

If yes, please specify.(Required)

Other Significant Involvements(Required)

Do you have any potential conflict with Other Significant Involvements?

Conflicts regarding other significant involvements may arise when a board member’s business, family relationships or other activities may make it impossible for him or her to provide objective advice to OCCF or Affiliated Funds, especially when the matter affects the financial interests of a board member; this duality of loyalties may become a conflict of interest.

Yes

If yes, please specify.(Required)

Transactions(Required)

Do you have any potential conflict with Transactions?

Conflicts regarding transactions may arise when a board member or their family engages in financial transactions with OCCF or an Affiliated Fund. Such activity should be disclosed.

Yes

If yes, please specify.(Required)

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Conflict of Interest Policy Agreement

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