2024-06-12T08:04:24-05:00 2023-08-31 390859910 BAKER TILLY ADVISORY GROUP LP 205 N MICHIGAN AVE 2800 CHICAGO IL 606015927 990 2022-09-01 271820514 ACCENTURE CHARITABLE TRUST INC ACCE 3126931613 500 W MADISON 20TH FLOOR CHICAGO IL 60661 MAUREEN C VAN DYKE ASSISTANT TREASURER 3126931613 2024-06-10 1 MAUREEN VAN DYKE 999009999 1 MARK HEROUX P00959793 3127298000 2024-06-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRENDA DWYER 1400 16TH ST SUITE 500 DENVER CO 80202 102402 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 0 0 0 153324 102167 0 0 104 235 0 0 153428 102402 61304 62797 0 0 0 0 0 0 0 30698 31253 92002 94050 61426 8352 479179 487531 0 0 479179 487531 SEE SCHEDULE O. 0 0 89472 62797 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. 89472 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 0 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 X 4 4 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 MAUREEN VAN DYKE 3126930828 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 NINA DESERVI VICE PRESIDENT 4.00 X 0 0 0 ROSALYN MANNING 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 4.00 X 0 0 0 KRISTINA KERWIN LEGAL COUNSEL 4.00 X 0 0 0 0 0 0 0 0 0 0 0 102167 102167 235 235 102402 0 0 235 62797 62797 11744 11744 13170 13170 4578 4578 BANK FEES 1350 1350 MISC. EXPENSES 411 411 94050 89472 4578 0 479179 487531 479179 487531 0 0 X 479179 487531 479179 487531 479179 487531 8352 0 X 0 1 X 0 0 X 41960 117149 128881 153324 102167 543481 41960 117149 128881 153324 102167 543481 543481 87 60 43 104 235 529 544010 0.99900 0.78000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 102402 0 102402 0 102402 94050 0 94050 0 94050 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, 2023 AND 2022. THE TRUST'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. 1 EMERGENCY FINANCIAL ASSIST FOR ACCENTURE EMPLOYEES 42 62797 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 WE PROVIDE A COPY OF THE FORM 990 TO OUR BOARD OF DIRECTORS WHICH HAS BEEN REVIEWED BY OFFICERS PRIOR TO 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.