2026-07-07T13:45:42-05:00 2025-08-31 390859910 BAKER TILLY ADVISORY GROUP LP 311 N GREEN ST 600 CHICAGO IL 60607 990 2024-09-01 271820514 ACCENTURE CHARITABLE TRUST INC ACCE 3126930016 500 W MADISON 20TH FLOOR CHICAGO IL 60661 MATTHEW GRIGGS TAX DIRECTOR 3126930016 2026-07-06 1 1 JUDITH SEGAL P00959793 3127298000 2026-07-06 2024 2025-03-06 01:10:19Z BRENDA DWYER 1400 16TH ST SUITE 500 DENVER CO 80202 77166 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. 8 5 0 13 0 0 76578 61229 0 0 212 15937 0 0 76790 77166 17458 64805 0 0 0 0 0 0 0 37682 34804 55140 99609 21650 -22443 509181 486738 0 0 509181 486738 SEE SCHEDULE O. 0 0 95921 64805 TO PROVIDE SHORT-TERM FINANCIAL ASSISTANCE TO US BASED ACCENTURE EMPLOYEES, THEIR SPOUSES/DOMESTIC PARTNERS AND IRS DEPENDENTS EXPERIENCING SEVERE FINANCIAL HARDSHIP AS A RESULT OF AN IMMEDIATE, UNFORESEEN, AND EXTRAORDINARY EMERGENCY OR CATASTROPHIC DISASTER. 95921 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 4 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 5 0 0 0 0 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 (TERM 03/2025) 1.00 X 0 0 0 BETTY MCCORMACK DIRECTOR 1.00 X 0 0 0 KAREN MCDONNELL DIRECTOR 1.00 X 0 0 0 KATE CLIFFORD 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 (TERM 02/2025) 4.00 X 0 0 0 PATRICIA MARTINEZ SECRETARY 4.00 X 0 0 0 JOAN CARRIGAN TREASURER 4.00 X 0 0 0 MAUREEN VAN DYKE ASSISTANT TREASURER 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 61229 61229 15937 15937 77166 0 0 15937 64805 64805 15722 15722 14369 14369 3688 3688 BANK FEES 1025 1025 99609 95921 3688 0 340354 486738 168827 0 509181 486738 0 0 X 509181 486738 509181 486738 509181 486738 -22443 0 X 0 1 X 0 0 X 128881 153324 102167 76578 61229 522179 128881 153324 102167 76578 61229 522179 522179 43 104 235 212 15937 16531 538710 0.96930 0.99890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 77166 0 77166 0 77166 99609 0 99609 0 99609 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, 2025 AND 2024. THE TRUST'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. 1 EMERGENCY FINANCIAL ASSIST FOR ACCENTURE EMPLOYEES 33 64805 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 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.