Having Purpose Inc

“Part vi, question 2family relationship: leo cox and coleen cox”

“Part vi, question 11process used to review the form 990the form 990 is prepared and reviewed for technical tax issues by headstart tax and financial solutions inc. After headstart tax and financial solutions inc. Finalizes the returns, the chief financial officer of the organization meets with headstart tax and financial solutions inc. To review the tax return. If any changes need to be made, the tax department will make the changes in accordance with the cfo. After the cfo approves the return. The tax return is presented to the audit committee for review and approval.after the audit committee approves the tax return, an electronic message is sent to all board members with a secured link to the tax return. The board has the opportunity to review the return and if any issues arise, part vi, question 11 continueprocess used to review the form 990they can bring them to the appropriate executive management individuals. A final version of the form is made available to the board before filing with the irs. The return is only filed after each of the steps in the review process is complete.”

“Part vi, question 12c monitoring & enforcement of conflict of interest policy.the office of the ceo, coo, cfo and the general counsel drafts a conflict of interest disclosure questionnaire each year and has all trustees, officers, and key employees fill out a questionnaire in regards to their personal situation and personal and business relationships. The assistant secretary compiles the list of disclosures and gathers financial data from the hr department for all organizations, employees, independent contractors, and other miscellaneous transactions which were disclosed by all individuals. Once all of this information is compiled, the office of the ceo, coo, cfo and the goes through each transaction and disclosure to determine what needs to be disclosed on the tax return part vi, question 12c continuemonitoring & enforcement of conflict of interest policy.the ceo, coo and the cfo also discusses if there are any other known transactions that have not been disclosed. If there are any questions regarding such situation, the ceo, cfo and the general counsel will discuss the questions with the individual trustees, oficers and key employees involved. In addition, the process described above, the governance committee of the board of directors annually reviews any new conflict of interest disclosures and hey address any issues that may arise. The governance committee is also responsible to bring any major issues related to the conflict of interest policy to the executive committee and the entire board if deemed necessary. Part vi, question 12c continuemonitoring & enforcement of conflict of interest policy.per having purposes conflict of interest policy, in order to avoid a conflict of interest or an appearance of a conflict of interest:1. A trustee should not participate in a vote on a transaction in which the trustee or family member has a financial interest and should disclose any potential conflict before having purpose inc. Acts on the transaction.2. A trustee, a member of his or her family, or an entity with which one or more of them has a material interest, may not do business with having purpose inc. Unless expressly authorized by having purpose inc. After full disclosure. Part vi, question 12c continuemonitoring & enforcement of conflict of interest policy.3. A trustee should fully disclose his or her association (including employment, consulting, or membership on a governing board by the trustee or a family member) with an entity that competes with or has interests conflicting with those of dfci and should refrain from participating in any vote if the vote affects having purpose inc. Once a disclosure has been made, having purpose incs office of general counsel reviews such conflict and may discuss the matter with the appropriate parties. The office of general counsel will then review the matter with the chairman of the board. Final decisions are made with the ceo and possibly the boards executive committee.”

“Part vi, question 19 availability of governing documents, conflict of interest policy, and financial statements to the publicwe currently provide the governing documents upon request. Conflict of interest policy having purposes conflict of interest policy can be found within its code of conduct, which isavailable on its website. Financial statements - the organization uses the services of digital assurance certification llc (dac) to report annual audited financial statements and other relevant organizational information as required by certain regulatory and tax laws. Dac is a website (www.dacbond.com) free to the public that publishes tax-exempt bond issuers financial and legal documents such as the audited financial statements.”