2025-06-26T13:41:36-05:00 2024-08-31 390859910 BAKER TILLY ADVISORY GROUP LP 205 N MICHIGAN AVE 2800 CHICAGO IL 606015927 990 2023-09-01 271820514 ACCENTURE CHARITABLE TRUST INC ACCE 3126930016 500 W MADISON 20TH FLOOR CHICAGO IL 60661 MATTHEW GRIGGS TAX DIRECTOR 3126930016 2025-05-30 1 1 MARK HEROUX P00959793 3127298000 2025-05-30 2023 2025-03-06 01:10:19Z BRENDA DWYER 1400 16TH ST SUITE 500 DENVER CO 80202 76790 0 X N/A X 2010 IL ACCENTURE CHARITABLE TRUST, INC. IS A TAX-EXEMPT CHARITY THAT PROVIDES SHORT-TERM (SCHEDULE O) FINANCIAL ASSISTANCE TO US BASED ACCENTURE EMPLOYEES, THEIR SPOUSES, DOMESTIC PARTNERS AND IRS DEFINED DEPENDENTS EXPERIENCING SEVERE FINANCIAL HARDSHIP AS A RESULT OF AN IMMEDIATE, UNFORESEEN, AND EXTRAORDINARY EMERGENCY OR CATASTROPHIC DISASTER. 4 4 0 12 0 0 102167 76578 0 0 235 212 0 0 102402 76790 62797 17458 0 0 0 0 0 0 0 31253 37682 94050 55140 8352 21650 487531 509181 0 0 487531 509181 SEE SCHEDULE O. 0 0 51452 17458 TO PROVIDE SHORT-TERM FINANCIAL ASSISTANCE TO US BASED ACCENTUREEMPLOYEES, THEIR SPOUSES/DOMESTIC PARTNERS AND IRS DEPENDENTSEXPERIENCING SEVERE FINANCIAL HARDSHIP AS A RESULT OF ANIMMEDIATE, UNFORESEEN, AND EXTRAORDINARY EMERGENCY OR CATASTROPHICDISASTER. 51452 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 1 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WA WV WI X X ANETA BUKOWSKI 3126930016 500 W MADISON 20TH FLOOR CHICAGO IL 60661 X TONI CORBAN DIRECTOR 1.00 X 0 0 0 MARC WEINSTEIN DIRECTOR 1.00 X 0 0 0 BETTY MCCORMACK DIRECTOR 1.00 X 0 0 0 KAREN MCDONNELL DIRECTOR 1.00 X 0 0 0 BRENDA DWYER PRESIDENT 4.00 X 0 0 0 CONSTANTINA DESERVI VICE PRESIDENT 4.00 X 0 0 0 WASSIE JIFFAR SECRETARY 4.00 X 0 0 0 MAUREEN VAN DYKE ASSISTANT TREASURER 4.00 X 0 0 0 JOAN CARRIGAN TREASURER 4.00 X 0 0 0 PETER SALVATO TAX DIRECTOR (TERM 2/2024) 4.00 X 0 0 0 KRISTINA KERWIN LEGAL COUNSEL 4.00 X 0 0 0 MATTHEW GRIGGS TAX DIRECTOR 4.00 X 0 0 0 0 0 0 0 0 0 0 0 76578 76578 212 212 76790 0 0 212 17458 17458 16487 16487 16792 16792 3688 3688 BANK FEES 715 715 55140 51452 3688 0 487531 340354 168827 487531 509181 0 0 X 487531 509181 487531 509181 487531 509181 21650 0 X 0 1 X 0 0 X 117149 128881 153324 102167 76578 578099 117149 128881 153324 102167 76578 578099 578099 60 43 104 235 212 654 578753 0.99890 0.99900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 76790 0 76790 0 76790 55140 0 55140 0 55140 PART X, LINE 2: THE TRUST FOLLOWS THE ACCOUNTING STANDARDS FOR CONTINGENCIES IN EVALUATING UNCERTAIN TAX POSITIONS. THE GUIDANCE PRESCRIBES RECOGNITION THRESHOLD PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. NO LIABILITY HAS BEEN RECOGNIZED BY THE TRUST FOR UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2024 AND 2023. THE TRUST'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. 1 EMERGENCY FINANCIAL ASSIST FOR ACCENTURE EMPLOYEES 42 17458 PART I, LINE 2 ACT RESERVES THE RIGHT TO ENSURE THE INFORMATION CONTAINED IN A CHARITY RECIPIENT'S APPLICATION IS ACCURATE AND ANY GRANTS ARE USED AS INTENDED. ACT WILL USE WHATEVER METHODS IT CONSIDERS PRUDENT TO ENSURE ANY GRANTS ARE UTILIZED IN A MANNER CONSISTENT WITH THE CHARITY'S PURPOSE. FORM 990, PART III, LINE 1: ACCENTURE CHARITABLE TRUST IS A TAX-EXEMPT CHARITY THAT PROVIDES SHORT-TERM FINANCIAL ASSISTANCE TO U.S. BASED ACCENTURE EMPLOYEES, THEIR SPOUSES, DOMESTIC PARTNERS AND IRS DEFINED DEPENDENTS EXPERIENCING SEVERE FINANCIAL HARDSHIP AS A RESULT OF AN IMMEDIATE, UNFORESEEN, AND EXTRAORDINARY EMERGENCY OR CATASTROPHIC DISASTER. FORM 990, PART VI, SECTION A, LINE 5 IT HAS VERY RECENTLY (AS OF 2/27/25) COME TO LIGHT THAT AN INDIVIDUAL FRAUDULENTLY ASSOCIATED THE TRUST'S FEIN WITH THEMSELVES, WHICH ULTIMATELY RESULTED IN A $169K ILLINOIS PERSONAL TAX LEVY AGAINST THE TRUST'S ASSETS. THE TRUST'S COMMITTEE IS CURRENTLY WORKING THROUGH NEXT STEPS, INCLUDING FILING A POLICE REPORT, IN ORDER TO RECOVER THE TRUST'S FUNDS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE DRAFT FORM 990 WILL BE PROVIDED TO OUR BOARD OF DIRECTORS, AFTER REVIEW BY THE RELEVANT OFFICERS, PRIOR TO ACTUAL FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS AND OFFICERS ARE PRESENTED WITH A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO RESPOND THAT THEY HAVE READ, UNDERSTAND, AND AGREE TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE GOVERNING DOCUMENTS REGARDING COMPENSATION OF THE ORGANIZATIONS CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL OR OTHER OFFICERS AND OR KEY EMPLOYEES OF THE ORGANIZATION SINCE THE ORGANIZATION DOES NOT COMPENSATE THE BOARD IN ANY MANNER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WERE PART OF FORM 1023 FILED WITH THE IRS, AND ACCORDINGLY ARE PROVIDED TO ANYONE REQUESTING A COPY OF FORM 1023. THE ORGANIZATION DOES NOT HAVE A SPECIFIC POLICY IN RESPONSE TO REQUESTS FOR FINANCIAL STATEMENTS.